Portfolio (Quarterly) Guide ↗

IRON Financial LLC

· CIK 0001595509

13F Portfolio $242M AUM 226 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 11 New 77 Added 39 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GLDM	WORLD GOLD TR	Financial Services	2,773	$257K	0.11%	SOLD
2	SGOL	ETFS GOLD TR	Financial Services	5,457	$244K	0.11%	SOLD
3	SLV	ISHARES SILVER TR	Financial Services	3,434	$234K	0.10%	SOLD
4	HII	HUNTINGTON INGALLS INDS INC	Industrials	564	$214K	0.09%	SOLD
5	ABEV	AMBEV SA	Consumer Defensive	17,862	$52K	0.02%	SOLD

Sector Allocation

Technology 36.4%

Financial Services 32.4%

Consumer Defensive 7.5%

Consumer Cyclical 6.5%

Healthcare 4.1%

Energy 4.0%

Communication Services 2.9%

Real Estate 2.4%

Industrials 1.8%

Utilities 1.4%