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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 Chg Shares Chg % Period Price ① Since Period ①
1 GE GE AEROSPACE Industrials 1,088.0 $407K 0.17% NEW $373.68 -9.8%
2 BSCR INVESCO EXCH TRD SLF IDX FD 16,694.0 $327K 0.14% NEW $19.61 +0.1%
3 LLY ELI LILLY & CO Healthcare 265.0 $317K 0.13% NEW $1197.46 -4.1%
4 GEV GE VERNOVA INC Utilities 252.0 $296K 0.12% NEW $1175.10 -19.8%
5 AMD ADVANCED MICRO DEVICES INC Technology 507.0 $295K 0.12% NEW $580.91 -17.8%
6 QCOM QUALCOMM INC Technology 1,526.0 $282K 0.12% NEW $184.81 -8.7%
7 CSCO CISCO SYS INC Technology 2,243.0 $263K 0.11% NEW $117.47 -7.0%
8 EXR EXTRA SPACE STORAGE INC Real Estate 1,637.0 $238K 0.10% NEW $145.30 -4.2%
9 VBR VANGUARD INDEX FDS 882.0 $214K 0.09% NEW $243.09 +1.7%
10 MRVL MARVELL TECHNOLOGY INC Technology 692.0 $206K 0.09% NEW $297.68 -24.9%
11 BSCT INVESCO EXCH TRD SLF IDX FD 10,709.0 $199K 0.08% NEW $18.57 -0.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%