Ironwood Investment Counsel Bets $22.6 Million on Chuck Akre's Concentrated Growth Strategy

3 weeks ago 17

Sara Appino, The Motley Fool

Fri, February 27, 2026 astatine 9:58 AM CST 4 min read

Ironwood Investment Counsel, LLC initiated a caller involvement in Professionally Managed Portfolios - Akre Focus ETF (NYSE:AKRE) during the 4th quarter, acquiring 344,154 shares successful a commercialized estimated astatine $22.55 cardinal based connected quarterly mean pricing, according to a February 5, 2026, SEC filing.

According to an SEC filing dated February 05, 2026, Ironwood Investment Counsel, LLC disclosed a caller presumption successful Professionally Managed Portfolios - Akre Focus ETF (NYSE:AKRE). The money acquired 344,154 shares, with the estimated transaction worth astatine $22.55 cardinal based connected quarterly mean prices. The quarter-end worth of the presumption besides totaled $22.55 million, reflecting the nett alteration including terms movements during the reporting period.

This was a caller presumption for Ironwood Investment Counsel, LLC and accounted for 3.15% of the fund’s 13F reportable assets nether absorption arsenic of December 31, 2025
Top holdings aft the filing:
- NASDAQ: MSFT: $40.39 cardinal (5.7% of AUM)
- NASDAQ: AAPL: $33.36 cardinal (4.7% of AUM)
- NYSEMKT: FNDA: $31.14 cardinal (4.4% of AUM)
- NYSEMKT: AKRE: $22.5 cardinal (3.1% of AUM)
- NASDAQ: GOOGL: $21.2 cardinal (3.0% of AUM)
As of February 06, 2026, AKRE shares were priced astatine $57.11, which is 16.24% beneath the 52-week high.

Metric

Value

Net assets	$8.61 billion
Price (as of marketplace adjacent 2026-02-06)	$57.11
Sector	Financial Services
Industry	Asset Management

Offers an actively managed portfolio of US equities, preferred stocks, and equity-like instruments, including REITs and convertibles.
Focuses connected companies with precocious shareholder returns and beardown reinvestment opportunities.
Invests successful high-quality businesses based connected concern prime and maturation potential.

Akre Focus ETF is simply a US-listed money emphasizing concern successful companies with robust shareholder returns, reliable absorption teams, and important reinvestment potential. The money maintains a disciplined attack to valuation and portfolio construction, with flexibility to put crossed marketplace capitalizations and information types. Its competitory borderline lies successful a focused, quality-driven concern process and the quality to accommodate allocations based connected marketplace opportunities.

Ironwood Investment Counsel's determination to marque AKRE its fourth-largest holding reveals a portfolio divided betwixt megacap tech dominance and concentrated progressive bets. The firm's apical 3 spots beryllium to Microsoft, Apple, and FNDA (a small-cap fundamentals fund), with Alphabet rounding retired the apical five—collectively showing a penchant for established tech giants positive targeted strategies that prime winners alternatively than ain everything.

Read Entire Article