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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
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 12,673.0 $559K 0.24% -698.0 -5.2% $44.13 +173.0%
22 BSJQ INVESCO EXCH TRD SLF IDX FD 22,508.0 $522K 0.23% -9K -29.5% $23.17 -0.7%
23 IWF ISHARES TR 1,223.0 $521K 0.23% -18.0 -1.4% $426.40 -70.2%
24 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,561.0 $521K 0.23% -1K -6.9% $38.42 +8.2%
25 DGRW WISDOMTREE TR 4,726.0 $415K 0.18% -405.0 -7.9% $87.84 +10.2%
26 IWP ISHARES TR 3,114.0 $399K 0.17% -74.0 -2.3% $128.12 +11.0%
27 EEMV ISHARES INC 5,741.0 $372K 0.16% -3K -32.0% $64.73 +16.3%
28 T AT&T INC Communication Services 12,738.0 $369K 0.16% -26K -67.1% $28.99 -14.5%
29 FANG DIAMONDBACK ENERGY INC Energy 1,811.0 $358K 0.16% -2K -56.1% $197.78 -2.4%
30 DOW DOW HLDGS INC Basic Materials 7,592.0 $316K 0.14% -2K -22.4% $41.65 -17.3%
31 PLTR PALANTIR TECHNOLOGIES INC Technology 2,138.0 $313K 0.14% -200.0 -8.6% $146.28 -2.5%
32 GOVT ISHARES TR 13,249.0 $304K 0.13% -184.0 -1.4% $22.91 -0.7%
33 CVX CHEVRON CORPORATION Energy 1,467.0 $304K 0.13% -126.0 -7.9% $206.90 -11.5%
34 COM DIREXION SHARES ETF TRUST 8,646.0 $290K 0.13% -4K -33.1% $33.57 +1.9%
35 APA APA CORPORATION Energy 6,789.0 $288K 0.13% -3K -33.4% $42.44 -13.9%
36 KO COCA COLA CO Consumer Defensive 3,765.0 $286K 0.12% -39.0 -1.0% $76.05 +5.7%
37 VCIT VANGUARD SCOTTSDALE FDS 3,285.0 $272K 0.12% -84.0 -2.5% $82.75 -0.0%
38 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,721.0 $270K 0.12% -736.0 -16.5% $72.69 +10.0%
39 GLDM WORLD GOLD TR Financial Services 2,773.0 $257K 0.11% -1K -27.2% $92.69 -4.0%
40 ABT ABBOTT LABORATORIES Healthcare 2,402.0 $247K 0.11% -40.0 -1.6% $102.68 -16.3%
Page 2 of 3  ·  46 positions

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
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%