Portfolio (Quarterly) Guide ↗

IRON Financial LLC

· CIK 0001595509

13F Portfolio $229M AUM 217 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 35 New 39 Added 46 Reduced 22 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	DIS	DISNEY WALT CO	Communication Services	1,859	$212K	0.10%	SOLD
22	WDAY	WORKDAY INC	Technology	959	$206K	0.10%	SOLD

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Sector Allocation

Financial Services 39.4%

Technology 29.3%

Consumer Defensive 7.5%

Consumer Cyclical 5.9%

Energy 5.0%

Healthcare 3.7%

Communication Services 3.5%

Real Estate 2.2%

Industrials 1.4%

Utilities 1.2%