IRON Financial LLC

CIK

1595509

Location

NORTHBROOK, IL

Portfolio Value

Micro $91,931,439

Diversification

Diversified

Filing Date

Global Rank

#5,863 / 8,603 ▲ 206 · as of Mar 2026

Top Industry

Financial Data & Stock Exchanges 25.1%

3Y Alpha vs SPY

-4.1%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.8%

SPY

+76.0%

Annualised alpha

-3.8%

Max drawdown

−15.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

86 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.7%

−0.4 pts

Top 5

52.0%

−2.2 pts

Top 10

63.9%

−2.3 pts

HHI

820

Diversified−49

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.7%	$26,389,970	13
Financial Services	28.4%	$26,143,730	12
Unclassified	12.6%	$11,544,942	8
Consumer Defensive	7.5%	$6,901,845	11
Consumer Cyclical	5.9%	$5,428,332	6
Energy	4.5%	$4,102,479	8
Healthcare	3.8%	$3,448,772	6
Communication Services	2.9%	$2,704,693	3
Real Estate	2.2%	$1,993,488	9
Industrials	1.4%	$1,277,088	5
Utilities	1.2%	$1,091,032	2
Basic Materials	1.0%	$905,068	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPB	CAMPBELL'S Co	+7,494	33,661	$749,629
WMT	Walmart Inc.	+6,381	10,515	$1,306,803
KHC	Kraft Heinz Co	+5,070	36,988	$831,859
STZ	Constellation Brands, Inc.	+2,621	4,711	$706,650
NVDA	Nvidia Corp	+2,536	18,148	$3,165,010
HODL	VanEck Bitcoin ETF	+1,418	24,679	$472,849
ERIE	Erie Indemnity Co	+860	3,123	$784,841
GOOGL	Alphabet Inc.	+791	4,009	$1,152,827
META	Meta Platforms, Inc.	+767	2,067	$1,182,592
AVGO	Broadcom Inc.	+656	1,275	$394,624
CRWD	CrowdStrike Holdings, Inc.	+577	2,488	$242,834
AMZN	Amazon Com Inc	+515	13,947	$2,904,741
TROW	Price T Rowe Group Inc	+454	2,497	$225,078
DNP	Dnp Select Income Fund Inc	+343	18,137	$186,811
MSFT	Microsoft Corp	+331	6,806	$2,519,376
DDOG	Datadog, Inc.	+238	2,061	$243,301
JPM	Jpmorgan Chase & Co	+215	9,203	$2,707,153
TSLA	Tesla, Inc.	+193	1,966	$730,860
JNJ	Johnson & Johnson	+170	5,834	$1,426,062
AAPL	Apple Inc.	+157	63,508	$16,117,694
MAA	Mid America Apartment Communities Inc.	+143	1,691	$206,504
GLD	Spdr Gold Trust	+100	813	$349,825
MS	Morgan Stanley	+90	1,226	$201,762
BRK-B	Berkshire Hathaway Inc	+80	1,635	$783,492
V	Visa Inc.	+76	984	$297,403
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−25,940	12,738	$369,274
APA	APA Corp	−3,410	6,789	$288,125
COP	Conocophillips	−3,042	5,487	$724,284
FANG	Diamondback Energy, Inc.	−2,311	1,811	$358,197
SGOL	abrdn Gold ETF Trust	−2,210	5,457	$243,491
DOW	Dow Inc.	−2,185	7,592	$316,206
OXY	Occidental Petroleum Corp /De/	−1,757	16,715	$1,086,475
DG	Dollar General Corp	−1,596	6,006	$713,091
GLDM	World Gold Trust	−1,038	2,773	$257,029
IBIT	iShares Bitcoin Trust ETF	−1,001	13,561	$521,013
EIX	Edison International	−911	3,166	$231,687
SPY	Spdr S&P 500 ETF Trust	−784	12,952	$8,423,203
ADM	Archer-Daniels-Midland Co	−736	3,721	$270,478
INTC	Intel Corp	−698	12,673	$559,258
EXE	EXPAND ENERGY Corp	−284	8,307	$911,942
TPL	Texas Pacific Land Corp	−272	427	$202,636
ABBV	AbbVie Inc.	−253	3,084	$670,738
PLTR	Palantir Technologies Inc.	−200	2,138	$312,746
UDR	UDR, Inc.	−136	6,343	$214,265
CVX	Chevron Corp	−126	1,467	$303,521
CME	Cme Group Inc.	−98	58,308	$17,221,267
ABT	Abbott Laboratories	−40	2,402	$246,612
KO	Coca Cola Co	−39	3,765	$286,327
QQQ	Invesco Qqq Trust, Series 1	−36	1,808	$1,043,540
PG	PROCTER & GAMBLE Co	−12	6,222	$898,705
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CIEN	Ciena Corp	2,617	$1,015,997
TJX	Tjx Companies Inc /De/	5,906	$943,187
ADSK	Autodesk, Inc.	3,848	$921,211
PM	Philip Morris International Inc.	5,282	$873,325
FE	Firstenergy Corp	16,963	$859,345
CAH	Cardinal Health Inc	3,172	$670,274
MU	Micron Technology Inc	1,249	$421,961
F	Ford Motor Co	26,896	$310,379
LYB	LyondellBasell Industries N.V.	3,730	$300,488
CF	CF Industries Holdings, Inc.	2,221	$288,374
REG	Regency Centers Corp	3,775	$285,615
CAT	Caterpillar Inc	378	$267,797
TSM	Taiwan Semiconductor Manufacturing Co Ltd	727	$245,689
SLV	iShares Silver Trust	3,434	$233,992
KMI	Kinder Morgan, Inc.	6,779	$227,299
O	Realty Income Corp	3,661	$223,979
BMY	Bristol Myers Squibb Co	3,691	$223,858
BEN	Franklin Resources Inc	9,461	$223,468
EQR	Equity Residential	3,744	$221,457
KIM	Kimco Realty Corp	9,619	$216,138
HII	Huntington Ingalls Industries, Inc.	564	$214,263
LW	Lamb Weston Holdings, Inc.	5,036	$212,821
INVH	Invitation Homes Inc.	8,564	$212,814
MRK	Merck & Co., Inc.	1,756	$211,228
PLD	Prologis, Inc.	1,595	$210,826
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
JKHY	Jack Henry & Associates Inc	5,180	$945,246
PFE	Pfizer Inc	36,334	$904,716
EQT	EQT Corp	16,284	$872,822
NOW	ServiceNow, Inc.	4,920	$753,694
CHD	Church & Dwight Co Inc /De/	8,987	$753,559
VICI	Vici Properties Inc.	21,253	$597,634
TER	Teradyne, Inc	1,915	$370,667
CVS	CVS HEALTH Corp	4,074	$323,312
HAL	Halliburton Co	10,344	$292,321
EL	Estee Lauder Companies Inc	2,485	$260,229
VLO	Valero Energy Corp/Tx	1,577	$256,719
QCOM	Qualcomm Inc/De	1,434	$245,285
SLB	Slb Limited/Nv	6,316	$242,408
UPS	United Parcel Service Inc	2,435	$241,527
AES	Aes Corp	15,960	$228,866
DVN	Devon Energy Corp/De	6,220	$227,838
PKG	Packaging Corp Of America	1,037	$213,860
DIS	Walt Disney Co	1,859	$211,498
WDAY	Workday, Inc.	959	$205,974
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 positions · $91,931,439 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CME	Cme Group Inc. Financial Services	Reduced	58,308	-98	$17,221,267	+8.0%	18.73%
AAPL	Apple Inc. Technology	Added	63,508	+157	$16,117,694	−6.4%	17.53%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,952	-784	$8,423,203	−10.1%	9.16%
NVDA	Nvidia Corp Technology	Added	18,148	+2,536	$3,165,010	+8.7%	3.44%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	10,376	+33	$2,916,381	+12.3%	3.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,947	+515	$2,904,741	−6.3%	3.16%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,203	+215	$2,707,153	−6.5%	2.94%
MSFT	Microsoft Corp Technology	Added	6,806	+331	$2,519,376	−19.5%	2.74%
JNJ	Johnson & Johnson Healthcare	Added	5,834	+170	$1,426,062	+21.7%	1.55%
WMT	Walmart Inc. Consumer Defensive	Added	10,515	+6,381	$1,306,803	+183.7%	1.42%
META	Meta Platforms, Inc. Communication Services	Added	2,067	+767	$1,182,592	+37.8%	1.29%
GOOGL	Alphabet Inc. Communication Services	Added	4,009	+791	$1,152,827	+14.5%	1.25%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	16,715	-1,757	$1,086,475	+43.0%	1.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,808	-36	$1,043,540	−7.9%	1.14%
CIEN	Ciena Corp Technology	NEW	2,617	NEW	$1,015,997	NEW	1.11%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	NEW	5,906	NEW	$943,187	NEW	1.03%
ADSK	Autodesk, Inc. Technology	NEW	3,848	NEW	$921,211	NEW	1.00%
EXE	EXPAND ENERGY Corp Energy	Reduced	8,307	-284	$911,942	−3.8%	0.99%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,222	-12	$898,705	+0.6%	0.98%
PM	Philip Morris International Inc. Consumer Defensive	NEW	5,282	NEW	$873,325	NEW	0.95%
FE	Firstenergy Corp Utilities	NEW	16,963	NEW	$859,345	NEW	0.93%
KHC	Kraft Heinz Co Consumer Defensive	Added	36,988	+5,070	$831,859	+7.5%	0.90%
ERIE	Erie Indemnity Co Financial Services	Added	3,123	+860	$784,841	+21.0%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,635	+80	$783,492	+0.2%	0.85%
CPB	CAMPBELL'S Co Consumer Defensive	Added	33,661	+7,494	$749,629	+2.8%	0.82%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,966	+193	$730,860	−8.3%	0.80%
COP	Conocophillips Energy	Reduced	5,487	-3,042	$724,284	−9.3%	0.79%
DG	Dollar General Corp Consumer Defensive	Reduced	6,006	-1,596	$713,091	−29.3%	0.78%
STZ	Constellation Brands, Inc. Consumer Defensive	Added	4,711	+2,621	$706,650	+145.1%	0.77%
ABBV	AbbVie Inc. Healthcare	Reduced	3,084	-253	$670,738	−12.0%	0.73%
CAH	Cardinal Health Inc Healthcare	NEW	3,172	NEW	$670,274	NEW	0.73%
WWD	Woodward, Inc. Industrials	Held	1,656	0	$592,714	+18.4%	0.64%
INTC	Intel Corp Technology	Reduced	12,673	-698	$559,258	+13.4%	0.61%
IBIT	iShares Bitcoin Trust ETF	Reduced	13,561	-1,001	$521,013	−27.9%	0.57%
HODL	VanEck Bitcoin ETF	Added	24,679	+1,418	$472,849	−17.8%	0.51%
MU	Micron Technology Inc Technology	NEW	1,249	NEW	$421,961	NEW	0.46%
AVGO	Broadcom Inc. Technology	Added	1,275	+656	$394,624	+84.2%	0.43%
T	At&T Inc. Communication Services	Reduced	12,738	-25,940	$369,274	−61.6%	0.40%
FANG	Diamondback Energy, Inc. Energy	Reduced	1,811	-2,311	$358,197	−42.2%	0.39%
GLD	Spdr Gold Trust	Added	813	+100	$349,825	+23.8%	0.38%
BX	Blackstone Inc. Financial Services	Added	2,982	+3	$342,899	−25.3%	0.37%
DOW	Dow Inc. Basic Materials	Reduced	7,592	-2,185	$316,206	+38.3%	0.34%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,138	-200	$312,746	−24.7%	0.34%
F	Ford Motor Co Consumer Cyclical	NEW	26,896	NEW	$310,379	NEW	0.34%
CVX	Chevron Corp Energy	Reduced	1,467	-126	$303,521	+25.0%	0.33%
LYB	LyondellBasell Industries N.V. Basic Materials	NEW	3,730	NEW	$300,488	NEW	0.33%
V	Visa Inc. Financial Services	Added	984	+76	$297,403	−6.6%	0.32%
CF	CF Industries Holdings, Inc. Basic Materials	NEW	2,221	NEW	$288,374	NEW	0.31%
APA	APA Corp Energy	Reduced	6,789	-3,410	$288,125	+15.5%	0.31%
KO	Coca Cola Co Consumer Defensive	Reduced	3,765	-39	$286,327	+7.7%	0.31%