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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 6 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CF CF INDUSTRIES HOLD Basic Materials 2,221.0 $288K 0.13% NEW $129.84 -10.3%
102 APA APA CORPORATION Energy 6,789.0 $288K 0.13% -3K -33.4% $42.44 -13.9%
103 KO COCA COLA CO Consumer Defensive 3,765.0 $286K 0.12% -39.0 -1.0% $76.05 +5.7%
104 REGCO REGENCY CTRS CORP Real Estate 3,775.0 $286K 0.12% NEW $75.66 -70.0%
105 MCD MCDONALDS CORP Consumer Cyclical 884.0 $275K 0.12% $310.96 -10.6%
106 USHY ISHARES TR 7,453.0 $275K 0.12% $36.84 +0.7%
107 VCIT VANGUARD SCOTTSDALE FDS 3,285.0 $272K 0.12% -84.0 -2.5% $82.75 -0.0%
108 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 3,721.0 $270K 0.12% -736.0 -16.5% $72.69 +10.1%
109 CAT CATERPILLAR INC Industrials 378.0 $268K 0.12% NEW $708.46 +25.3%
110 HD HOME DEPOT INC Consumer Cyclical 804.0 $264K 0.12% +69.0 +9.4% $328.69 -2.3%
111 CWS ADVISORSHARES TR 4,000.0 $259K 0.11% $64.76 +4.7%
112 GLDM WORLD GOLD TR Financial Services 2,773.0 $257K 0.11% -1K -27.2% $92.69 -4.0%
113 AXP AMERICAN EXPRESS CO Financial Services 837.0 $253K 0.11% +31.0 +3.9% $302.58 +4.1%
114 ABT ABBOTT LABORATORIES Healthcare 2,402.0 $247K 0.11% -40.0 -1.6% $102.68 -16.0%
115 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 727.0 $246K 0.11% NEW $337.95 +25.7%
116 QQQM INVESCO EXCH TRADED FD TR II 1,030.0 $245K 0.11% -278.0 -21.2% $237.58 +27.5%
117 SGOL ETFS GOLD TR Financial Services 5,457.0 $244K 0.11% -2K -28.8% $44.62 -4.0%
118 DDOG DATADOG INC Technology 2,061.0 $243K 0.11% +238.0 +13.1% $118.05 +90.8%
119 SLV ISHARES SILVER TR Financial Services 3,434.0 $234K 0.10% NEW $68.14 +0.3%
120 EIX EDISON INTL Utilities 3,166.0 $232K 0.10% -911.0 -22.3% $73.18 -4.0%
Page 6 of 8  ·  145 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%