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| Happy Holidays!! thanks for using AUM13F!! |
| Ironwood Investment Counsel LLC
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| CRD # | 110623 |
| SEC # | 801-60073 |
| CIK # | 0001330463 |
| AUM | $1.5 B (2025-03-18) |
| Employees | 19 (74% Investors, 0% Brokers) |
| Phone | 480-609-4700 |
| Address | 6263 N Scottsdale Road Scottsdale, AZ 85250 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001330463 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 44.9 | ||
| Apple Inc | 26.5 | ||
| Exxon Mobil Corp | 18.2 | ||
| McGraw-hill Companies Inc | 17.0 | ||
| Mastercard Inc | 13.6 | ||
| American Express Co | 12.4 | ||
| Schwab Charles Corp | 12.0 | ||
| Facebook Inc | 11.3 | ||
| KLA Tencor Corp | 10.0 | ||
| Johnson & Johnson | 9.7 | ||
| J P Morgan Chase & Co | 8.7 | ||
| Sysco Corp | 8.7 | ||
| McKesson Corp | 8.5 | ||
| Accenture PLC | 8.4 | ||
| Cummins Inc | 7.9 | ||
| Fiserv Inc | 7.8 | ||
| Qualcomm Inc/DE | 7.6 | ||
| Broadcom Inc | 7.5 | ||
| Lockheed Martin Corp | 7.5 | ||
| International Business Machines Corp | 7.5 | ||
| Medtronic Holdings Ltd | 7.0 | ||
| Walt Disney Co | 7.0 | ||
| US Bancorp de | 6.9 | ||
| Home Depot Inc | 6.7 | ||
| Laboratory Corp of America Holdings | 6.0 | ||
| Nvidia Corp | 5.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 111.0 |
| (b) Individuals (high net worth individuals) | 312 | 1,234.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 35.5 |
| (h) Charitable organizations | 5 | 24.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 89.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 16.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,349 | 1,511.2 |
| By Discretionary | ||
| Discretionary | 2,349 | 1,511.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,349 | 1,511.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,511.2 | |
| Total | 2,349 | 1,511.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001330463] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
St Denis J Villere & Co LLC
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|
LA | 1.5 |
|
YCG LLC
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|
TX | 1.5 |
|
US Bancorp Advisors LLC
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CA | 1.5 |
|
The Hoerner Planning Group LLC
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VA | 1.5 |
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Feldman Ingardona & Co
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IL | 1.5 |
|
First Pacific Financial Inc
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|
WA | 1.5 |
|
Mar Vista Investment Partners LLC
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|
CA | 1.5 |
|
Mas Advisors LLC
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|
FL | 1.5 |
|
NBT Capital Management Inc
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|
NY | 1.5 |
|
Select Money Management Inc
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|
CA | 1.5 |