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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MS MORGAN STANLEY Financial Services 1,226.0 $202K 0.09% +90.0 +7.9% $164.54 +23.8%
142 ALLE ALLEGION PLC Industrials 1,377.0 $200K 0.09% NEW $145.29 -9.4%
143 DNP DNP SELECT INCOME FD INC Financial Services 18,137.0 $187K 0.08% +343.0 +1.9% $10.30 +4.9%
144 ABEV AMBEV SA Consumer Defensive 17,862.0 $52K 0.02% NEW $2.92 +11.5%
145 GPUS HYPERSCALE DATA INC Industrials 15,000.0 $2K 0.00% $0.15 +23.4%
Page 8 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%