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Portfolio (Quarterly) Guide ↗

IRON Financial LLC

· CIK 0001595509
13F Portfolio $218M AUM Filed Jan 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 132 New
Page 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JKHY HENRY JACK & ASSOC INC Technology 5,180.0 $945K 0.43% NEW $182.48 -25.7%
42 PFE PFIZER INC Healthcare 36,334.0 $905K 0.42% NEW $24.90 +4.7%
43 CRWD CROWDSTRIKE HLDGS INC Technology 1,911.0 $896K 0.41% NEW $468.76 +43.4%
44 PG PROCTER AND GAMBLE CO Consumer Defensive 6,234.0 $893K 0.41% NEW $143.30 +1.9%
45 EQT EQT CORP Energy 16,284.0 $873K 0.40% NEW $53.60 +3.2%
46 META META PLATFORMS INC Communication Services 1,300.0 $858K 0.40% NEW $660.26 -4.3%
47 COP CONOCOPHILLIPS Energy 8,529.0 $798K 0.37% NEW $93.61 +22.8%
48 TSLA TESLA INC Consumer Cyclical 1,773.0 $797K 0.37% NEW $449.72 -1.8%
49 ISHARES TR 17,453.0 $793K 0.36% NEW $45.45
50 BERKSHIRE HATHAWAY INC DEL 1,555.0 $782K 0.36% NEW $502.65
51 KHC KRAFT HEINZ CO Consumer Defensive 31,918.0 $774K 0.36% NEW $24.25 +1.0%
52 ABBV ABBVIE INC Healthcare 3,337.0 $762K 0.35% NEW $228.48 -4.5%
53 OXY OCCIDENTAL PETE CORP Energy 18,472.0 $760K 0.35% NEW $41.12 +39.9%
54 NOW SERVICENOW INC Technology 4,920.0 $754K 0.35% NEW $153.19 -28.2%
55 CHD CHURCH & DWIGHT CO INC Consumer Defensive 8,987.0 $754K 0.35% NEW $83.85 +16.8%
56 BSJQ INVESCO EXCH TRD SLF IDX FD 31,906.0 $745K 0.34% NEW $23.34 -1.4%
57 CPB THE CAMPBELLS COMPANY Consumer Defensive 26,167.0 $729K 0.34% NEW $27.87 -25.1%
58 IBIT ISHARES BITCOIN TRUST ETF Financial Services 14,562.0 $723K 0.33% NEW $49.65 -16.3%
59 ERIE ERIE INDTY CO Financial Services 2,263.0 $649K 0.30% NEW $286.65 -23.5%
60 SMOT VANECK ETF TRUST 17,354.0 $628K 0.29% NEW $36.20 +5.3%
Page 3 of 7  ·  132 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 39.9%
Technology 31.5%
Energy 6.6%
Consumer Defensive 6.3%
Consumer Cyclical 5.1%
Communication Services 4.0%
Healthcare 3.9%
Real Estate 1.2%
Industrials 0.8%
Utilities 0.5%