IRONWOOD INVESTMENT MANAGEMENT LLC

CIK 0001127761 · Q1 2026

13F Equity AUM

$239.8M

+0.8% QoQ

Positions

178

+7 QoQ

AUM Rank

#6,705

Top 54%

Skill Alpha (FF)

-0.6%/yr^ns

No Clear Edge

Rank #3,128 · Top 38%

vs S&P -2.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 19.5%Top 10: 28.8%Top 20: 42.3%

VTI7.3%

EFA5.1%

SHV3.0%

MYRG2.1%

VICR2.1%

GPI2.0%

DY2.0%

BBIO1.9%

IWV1.7%

TRVC1.7%

Others (168)71.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services30.5%

Technology20.3%

Industrials14.9%

Consumer Cyclical10.9%

Healthcare9.1%

Basic Materials4.6%

Consumer Defensive3.4%

Energy2.6%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 178Median: 0.34%Avg: 0.56%

0–0.5%

118(26.5%)

0.5–1%

34(24.6%)

1–3%

24(36.5%)

3–5%

0(0.0%)

5%+

2(12.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 170Unique: 8vs 20 funds

2.3%Low

178

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

4.1%

MORGAN STANLEY

3.1%

GEODE CAPITAL MANAGEMENT, LLC

4.5%

VANGUARD CAPITAL MANAGEMENT LLC

4.5%

BANK OF AMERICA CORP /DE/

3.2%

STATE STREET CORP

4.4%

JPMORGAN CHASE & CO

3.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

FMR LLC

4.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New13Increased36Decreased96Exited6

New Positions

CEPT0.6%

+136K

HBAN0.5%

+70K

COST0.4%

+919

GSHD0.4%

+20K

EDEN0.2%

+4K

MKL0.1%

+188

NOG0.1%

+9K

SNDK0.1%

+413

CNNE0.1%

+19K

AVNT0.1%

+6K

Increased

PRCH0.3%

+58K(+117%)

EXTR1.0%

+58K(+56%)

ASPN0.2%

+39K(+31%)

REMYY0.1%

+35K(+136%)

PGYWW0.5%

+35K(+59%)

RCO0.1%

+35K(+109%)

SCHE0.5%

+31K(+381%)

UIS0.1%

+30K(+54%)

VYX0.3%

+25K(+31%)

BBT0.5%

+16K(+65%)

Decreased

Westgold Resources L…0.1%

-79,165(-64%)

IWM0.8%

-18,228(-72%)

KOP1.0%

-18,000(-23%)

CIIXX0.1%

-16,168(-8%)

HBM0.1%

-15,103(-55%)

KOPN0.4%

-6,235(-1%)

EVLV0.7%

-5,050(-2%)

EVH0.0%

-3,272(-7%)

GM1.3%

-3,000(-7%)

ARW1.1%

-2,600(-12%)

Exited

-28,596

-4,881

-9,625

-16,417

-3,941

-1,211

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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