Iron Horse Wealth Management, LLC

CIK

1836270

Location

JOHSTON, IA

Portfolio Value

Micro $698,863

Diversification

Highly concentrated

Filing Date

Global Rank

#6,651 / 7,991 ▲ 1

Top Industry

Banks - Diversified 7.9%

3Y Alpha vs SPY

-2.2%

Period ended 12 months ago

Filed Jul 22, 2025 · 11mo

19 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+66.8%

SPY

+76.3%

Annualised alpha

-2.2%

Max drawdown

−17.0%

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

386 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

54.1%

−0.5 pts

Top 5

63.7%

−1.8 pts

Top 10

69.5%

−2.4 pts

HHI

2,973

Highly concentrated−64

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	54.5%	$23,236,129	8
Financial Services	13.6%	$5,806,355	61
Technology	7.1%	$3,046,466	57
Industrials	5.9%	$2,516,188	61
Healthcare	4.5%	$1,913,198	40
Consumer Defensive	3.5%	$1,480,329	29
Consumer Cyclical	2.9%	$1,224,011	33
Communication Services	2.2%	$953,017	19
Energy	2.2%	$935,020	23
Basic Materials	1.6%	$698,863	16
Utilities	1.4%	$598,938	18
Real Estate	0.6%	$259,839	21

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CTVA	Corteva, Inc.	+6,362	7,117	$530,430
BAC	Bank Of America Corp /De/	+2,400	3,076	$145,556
USB	US Bancorp De	+1,800	2,278	$103,079
C	Citigroup Inc	+1,500	1,580	$134,489
VZ	Verizon Communications Inc	+1,100	3,011	$130,285
T	At&T Inc.	+973	4,378	$126,699
BNY	Bank of New York Mellon Corp	+900	920	$83,821
AAPL	Apple Inc.	+863	5,906	$1,211,734
MU	Micron Technology Inc	+756	760	$93,670
TFC	Truist Financial Corp	+670	1,018	$43,763
KKR	KKR & Co. Inc.	+654	662	$88,065
SPY	Spdr S&P 500 ETF Trust	+602	37,393	$23,103,265
WBD	Warner Bros. Discovery, Inc.	+600	857	$9,821
FG	F&G Annuities & Life, Inc.	+543	5,222	$166,999
APO	Apollo Global Management, Inc.	+539	2,489	$353,114
BX	Blackstone Inc.	+488	493	$73,742
F	Ford Motor Co	+475	1,110	$12,043
AFL	Aflac Inc	+401	2,144	$226,106
META	Meta Platforms, Inc.	+385	558	$411,854
AMZN	Amazon Com Inc	+356	792	$173,756
PFE	Pfizer Inc	+336	2,000	$48,480
HSY	Hershey Co	+271	300	$49,785
ABBV	AbbVie Inc.	+210	476	$88,355
ABT	Abbott Laboratories	+159	1,354	$184,157
OKE	Oneok Inc /New/	+150	1,805	$147,342
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
VALE	Vale S.A.	−1,500	1,000	$9,710
HPQ	Hp Inc	−1,333	72	$1,761
WFC	Wells Fargo & Company/Mn	−599	9,270	$742,712
EBAY	Ebay Inc	−325	120	$8,935
TSCO	Tractor Supply Co /De/	−233	2,340	$123,481
HRL	Hormel Foods Corp /De/	−206	1,168	$35,332
JPM	Jpmorgan Chase & Co	−175	1,091	$316,291
DAL	Delta Air Lines, Inc.	−138	6	$295
MO	Altria Group, Inc.	−125	541	$31,718
BA	Boeing Co	−115	182	$38,134
UNH	Unitedhealth Group Inc	−83	1,048	$326,944
KO	Coca Cola Co	−75	5,154	$364,645
BRK-B	Berkshire Hathaway Inc	−52	2,504	$1,216,368
ORCL	Oracle Corp	−25	179	$39,134
CCL	Carnival Corp Ltd.	−20	77	$2,165
DIS	Walt Disney Co	−17	590	$73,165
CMG	Chipotle Mexican Grill Inc	−11	73	$4,098
NVO	Novo Nordisk A S	−10	70	$4,831
TGT	Target Corp	−9	313	$30,877
TJX	Tjx Companies Inc /De/	−8	291	$35,935
UBER	Uber Technologies, Inc	−8	340	$31,722
MA	Mastercard Inc	−8	410	$230,395
CARR	CARRIER GLOBAL Corp	−8	60	$4,391
PLD	Prologis, Inc.	−7	97	$10,196
MS	Morgan Stanley	−7	259	$36,482
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CG	Carlyle Group Inc.	1,664	$85,529
WELL	Welltower Inc.	440	$67,641
WES	Western Midstream Partners, LP	1,495	$57,856
UI	Ubiquiti Inc.	132	$54,337
GOF	Guggenheim Strategic Opportunities Fund	2,006	$29,869
SLG	Sl Green Realty Corp	351	$21,726
PINS	Pinterest, Inc.	350	$12,551
AB	Alliancebernstein Holding L.P.	286	$11,677
TMC	TMC the metals Co Inc.	1,675	$11,055
SLV	iShares Silver Trust	300	$9,843
DT	Dynatrace, Inc.	150	$8,281
IBIT	iShares Bitcoin Trust ETF	130	$7,957
B	Barrick Mining Corp	300	$6,246
HUT	Hut 8 Corp.	332	$6,175
ETSY	Etsy Inc	100	$5,016
LRCX	Lam Research Corp	40	$3,893
VRSN	Verisign Inc/Ca	11	$3,176
BSTZ	BlackRock Science & Technology Term Trust	139	$2,884
DSL	DoubleLine Income Solutions Fund	207	$2,533
NAK	Northern Dynasty Minerals Ltd	1,539	$2,062
PLTR	Palantir Technologies Inc.	12	$1,635
XYZ	Block, Inc.	10	$679
OCGN	Ocugen, Inc.	614	$595
AMC	Amc Entertainment Holdings, Inc.	46	$142
SNDL	SNDL Inc.	70	$84
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
TOL	Toll Brothers, Inc.	12	$1,267
ARES	Ares Management Corp	7	$1,026
DRI	Darden Restaurants Inc	4	$831
IAC	IAC Inc.	22	$829
BAH	Booz Allen Hamilton Holding Corp	7	$732
ARCC	Ares Capital Corp	33	$731
CRWD	CrowdStrike Holdings, Inc.	2	$705
MCK	Mckesson Corp	1	$672
IRT	Independence Realty Trust, Inc.	30	$636
URI	United Rentals, Inc.	1	$626
OWL	Blue Owl Capital Inc.	30	$601
ZION	Zions Bancorporation, National Association /Ut/	12	$598
DAR	Darling Ingredients Inc.	17	$531
AHR	American Healthcare REIT, Inc.	17	$515
MKC	Mccormick & Co Inc	6	$493
SCHW	Schwab Charles Corp	6	$469
GBDC	GOLUB CAPITAL BDC, Inc.	28	$423
NCLH	Norwegian Cruise Line Holdings Ltd.	20	$379
CFR	Cullen/Frost Bankers, Inc.	3	$375
DNUT	Krispy Kreme, Inc.	50	$246
VRT	Vertiv Holdings Co	3	$216
DDOG	Datadog, Inc.	2	$198
NFLX	Netflix Inc	1	$93
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $698,863 total · Basic Materials only · as of Jun 30, 2025

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTVA	Corteva, Inc. Basic Materials	Added	7,117	+6,362	$530,430	+1016.4%	75.90%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	182	-1	$51,334	−4.9%	7.35%
DOW	Dow Inc. Basic Materials	Held	871	0	$23,064	−24.2%	3.30%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	760	-3	$21,811	−8.5%	3.12%
SHW	Sherwin Williams Co Basic Materials	Reduced	42	-1	$14,421	−4.0%	2.06%
LIN	Linde PLC Basic Materials	Held	29	0	$13,606	+0.8%	1.95%
TMC	TMC the metals Co Inc. Basic Materials	NEW	1,675	NEW	$11,055	NEW	1.58%
VALE	Vale S.A. Basic Materials	Reduced	1,000	-1,500	$9,710	−61.1%	1.39%
IFF	International Flavors & Fragrances Inc Basic Materials	Held	122	0	$8,973	−5.2%	1.28%
B	Barrick Mining Corp Basic Materials	NEW	300	NEW	$6,246	NEW	0.89%
TECK	Teck Resources Ltd Basic Materials	Held	67	0	$2,705	+10.9%	0.39%
NAK	Northern Dynasty Minerals Ltd Basic Materials	NEW	1,539	NEW	$2,062	NEW	0.30%
CC	Chemours Co Basic Materials	Held	126	0	$1,442	−15.4%	0.21%
NUE	Nucor Corp Basic Materials	Held	7	0	$906	+7.6%	0.13%
RIO	Rio Tinto PLC Basic Materials	Held	14	0	$816	−3.0%	0.12%
SQM	Chemical & Mining Co Of Chile Inc Basic Materials	Held	8	0	$282	−11.0%	0.04%