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Ironwood Investment Management LLC
Ironwood Investment Management LLC is a Boston-based SEC-registered investment adviser founded in 1997. The firm offers asset management services primarily for institutional investors and high net worth individuals. As of early 2025, Ironwood manages over $221 million in assets with a team of around 9 employees. Its focus is on providing customized portfolio management with an emphasis on rigorous research and a disciplined investment approach.
Investment Strategy
Ironwood Investment Management LLC employs a research-driven approach that focuses on both quantitative and qualitative analysis to construct diversified portfolios. The firm specializes in managing equity portfolios, emphasizing fundamental value, risk management, and long-term growth potential. Their strategies involve sector and stock selection based on thorough due diligence and portfolio diversification to mitigate risk, catering to both institutional and private clients.
Latest 13F Filing Activity
Ironwood Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 157 equity positions with a total 13F market value of $206M. The fund increased holdings in Vanguard Total Stock Market Et, Pegasystems Inc., Super Micro Computer, Inc. among other positions. Ironwood Investment Management LLC reduced exposure to Beacon Roofing Supply, Freshpet Inc., Enovis Corporation among others.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Total Stock Market ET | 6.82% | $14.0M | 46,094 | $184.92 | $303.93 | +$1.7M |
E EFA | Msci Eafe | 4.81% | $9.9M | 110,640 | $65.08 | $89.39 | +$1.1M |
I IWM | Ishares Russell 2000 | 3.40% | $7.0M | 32,386 | $204.13 | $215.79 | +$18.8K |
G GPI | Group 1 Automotive | 3.07% | $6.3M | 14,427 | $74.23 | $436.71 | +$694.5K |
S SMCI | Super Micro Computer, Inc. | 2.42% | $5.0M | 101,413 | $30.68 | $49.01 | +$1.4M |
Industry Allocation
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