$193 Million is the total value of Ironwood Investment Counsel, LLC's 142 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Laboratory Corp of America Hol | $1,022,000 | – | 9,985 | +100.0% | 0.53% | – | |
| T | New | AT&T | $951,000 | – | 26,885 | +100.0% | 0.49% | – |
| BCR | New | Bard C R | $307,000 | – | 2,145 | +100.0% | 0.16% | – |
| IWO | New | iShares Russell 2000 Growth Inrussell 2000 growth in | $246,000 | – | 1,775 | +100.0% | 0.13% | – |
| WMB | New | Williams Companies Inc. | $239,000 | – | 4,100 | +100.0% | 0.12% | – |
| BRKB | New | Berkshire Hathaway Cl B | $228,000 | – | 1,800 | +100.0% | 0.12% | – |
| SBUX | New | Starbucks Corp | $208,000 | – | 2,693 | +100.0% | 0.11% | – |
| PCL | New | Plum Creek Timber Co | $202,000 | – | 4,475 | +100.0% | 0.10% | – |
| NSRGY | New | Nestle S A Reg B Adrsponsored adr | $202,000 | – | 2,600 | +100.0% | 0.10% | – |
| BSX | New | Boston Scientific Corp | $141,000 | – | 11,010 | +100.0% | 0.07% | – |
| New | Singapore Telecome LTD | $62,000 | – | 20,000 | +100.0% | 0.03% | – | |
| EORIF | New | Enhanced Oil Resources Inc. | $21,000 | – | 530,000 | +100.0% | 0.01% | – |
| UBSBF | New | Unique Broadband Sys | $0 | – | 17,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft | 42 | Q3 2023 | 7.8% |
| Johnson & Johnson | 42 | Q3 2023 | 3.8% |
| Procter & Gamble | 42 | Q3 2023 | 3.9% |
| Exxon Mobil | 42 | Q3 2023 | 7.5% |
| Sysco | 42 | Q3 2023 | 3.6% |
| Cisco Systems Inc | 42 | Q3 2023 | 3.0% |
| Pepsico Incorporated | 42 | Q3 2023 | 2.6% |
| General Electric | 42 | Q3 2023 | 4.0% |
| United Parcel Service B | 42 | Q3 2023 | 2.6% |
| US Bancorp | 42 | Q3 2023 | 2.2% |
View Ironwood Investment Counsel, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-04 |
View Ironwood Investment Counsel, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.