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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
Page 6 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IPKW INVESCO EXCH TRADED FD TR II 5,510.0 $310K 0.13% -46.0 -0.8% $56.33 +10.1%
102 KO COCA COLA CO Consumer Defensive 3,771.0 $306K 0.13% $81.26 +8.4%
103 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,973.0 $304K 0.12% +252.0 +6.8% $76.40 +10.7%
104 DOC HEALTHPEAK PROPERTIES INC Real Estate 14,139.0 $303K 0.12% +2K +15.1% $21.40 -3.5%
105 TROW PRICE T ROWE GROUP INC Financial Services 2,659.0 $302K 0.12% +162.0 +6.5% $113.69 -3.4%
106 GLD SPDR GOLD TR Financial Services 813.0 $299K 0.12% $368.38 +10.4%
107 STPZ PIMCO ETF TR 5,612.0 $299K 0.12% +105.0 +1.9% $53.34 -1.4%
108 GEV GE VERNOVA INC Utilities 252.0 $296K 0.12% NEW $1175.10 -19.8%
109 AMD ADVANCED MICRO DEVICES INC Technology 507.0 $295K 0.12% NEW $580.91 -17.8%
110 COM DIREXION SHARES ETF TRUST 8,682.0 $283K 0.12% $32.60 +8.6%
111 AXP AMERICAN EXPRESS CO Financial Services 836.0 $283K 0.12% $338.39 -3.6%
112 QCOM QUALCOMM INC Technology 1,526.0 $282K 0.12% NEW $184.81 -8.7%
113 INVH INVITATION HOMES INC Real Estate 9,160.0 $277K 0.11% +596.0 +7.0% $30.21 -6.0%
114 MCD MCDONALDS CORP Consumer Cyclical 1,023.0 $277K 0.11% +139.0 +15.7% $270.29 -5.4%
115 USHY ISHARES TR 7,453.0 $276K 0.11% $37.02 -1.1%
116 GOVT ISHARES TR 12,100.0 $276K 0.11% -1K -8.7% $22.78 -1.9%
117 CWS ADVISORSHARES TR 4,000.0 $273K 0.11% $68.19 +4.8%
118 EQR EQUITY RESIDENTIAL Real Estate 4,008.0 $272K 0.11% +264.0 +7.0% $67.93 -6.3%
119 UDR UDR INC Real Estate 6,754.0 $270K 0.11% +411.0 +6.5% $39.92 -8.9%
120 CSCO CISCO SYS INC Technology 2,243.0 $263K 0.11% NEW $117.47 -7.0%
Page 6 of 8  ·  151 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
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%