IronOak Wealth LLC.
Filing Date
Global Rank
#5,948
/ 7,994
▲ 422
Top Industry
Semiconductors
14.4%
3Y Alpha vs SPY
-6.3%
Period ended 12 months ago
Filed Jul 14, 2025 · 11mo
2 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+17.0%
SPY
+25.8%
Annualised alpha
-6.3%
Max drawdown
−26.8%
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
49 positions · as of Jun 30, 2025 · Δ vs Dec 31, 2024Top Position
6.4%
−0.6 pts
Top 5
23.7%
−7.9 pts
Top 10
39.6%
−13.1 pts
HHI
284
Diversified−96
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.8% | $27,838,551 |
| Financial Services | 27.4% | $20,176,992 |
| Industrials | 10.5% | $7,709,882 |
| Consumer Cyclical | 7.1% | $5,250,162 |
| Communication Services | 5.3% | $3,914,623 |
| Unclassified | 4.6% | $3,401,095 |
| Healthcare | 4.3% | $3,130,230 |
| Energy | 2.9% | $2,170,422 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HODL | VanEck Bitcoin ETF | +57,290 | 76,166 | $2,320,778 | |
| DELL | Dell Technologies Inc. | +6,397 | 13,857 | $1,698,868 | |
| NVDA | Nvidia Corp | +4,418 | 29,944 | $4,730,852 | |
| COIN | Coinbase Global, Inc. | +4,023 | 7,105 | $2,490,231 | |
| CRM | Salesforce, Inc. | +3,746 | 7,543 | $2,056,900 | |
| JPM | Jpmorgan Chase & Co | +2,791 | 6,171 | $1,789,034 | |
| AMZN | Amazon Com Inc | +2,000 | 17,292 | $3,793,691 | |
| SPGI | S&P Global Inc. | +1,577 | 3,769 | $1,987,356 | |
| LLY | ELI LILLY & Co | +911 | 2,606 | $2,031,455 | |
| V | Visa Inc. | +807 | 5,027 | $1,784,836 | |
| IBM | International Business Machines Corp | +314 | 1,382 | $407,385 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +272 | 6,515 | $1,475,582 | |
| AVGO | Broadcom Inc. | +113 | 13,205 | $3,639,958 | |
| AJG | Arthur J. Gallagher & Co. | +13 | 1,944 | $622,313 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | Exxon Mobil Corp | −7,963 | 6,129 | $660,706 | |
| PANW | Palo Alto Networks Inc | −5,380 | 8,699 | $1,780,163 | |
| TSLA | Tesla, Inc. | −4,903 | 4,585 | $1,456,471 | |
| AAPL | Apple Inc. | −4,534 | 4,907 | $1,006,769 | |
| ANET | Arista Networks, Inc. | −4,193 | 5,207 | $532,728 | |
| AXP | American Express Co | −3,829 | 4,538 | $1,447,531 | |
| META | Meta Platforms, Inc. | −2,993 | 2,984 | $2,202,460 | |
| BRK-B | Berkshire Hathaway Inc | −1,887 | 1,435 | $697,079 | |
| ISRG | Intuitive Surgical Inc | −1,034 | 2,022 | $1,098,775 | |
| NXPI | NXP Semiconductors N.V. | −525 | 1,137 | $248,423 | |
| NFLX | Netflix Inc | −214 | 1,775 | $237,695 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
24 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UBER | Uber Technologies, Inc | 29,530 | $2,755,149 | |
| INTU | Intuit Inc. | 3,198 | $2,518,840 | |
| GEV | GE Vernova Inc. | 4,480 | $2,370,592 | |
| MSFT | Microsoft Corp | 4,671 | $2,323,402 | |
| PGR | Progressive Corp/Oh/ | 7,439 | $1,985,171 | |
| PYPL | PayPal Holdings, Inc. | 24,629 | $1,830,427 | |
| MTZ | Mastec Inc | 9,239 | $1,574,602 | |
| EME | EMCOR Group, Inc. | 2,733 | $1,461,854 | |
| ALL | Allstate Corp | 7,067 | $1,422,657 | |
| MA | Mastercard Inc | 2,257 | $1,268,298 | |
| HOOD | Robinhood Markets, Inc. | 13,030 | $1,219,998 | |
| EXE | EXPAND ENERGY Corp | 10,259 | $1,199,687 | |
| CRWD | CrowdStrike Holdings, Inc. | 2,242 | $1,141,873 | |
| GLD | Spdr Gold Trust | 3,544 | $1,080,317 | |
| WDAY | Workday, Inc. | 4,464 | $1,071,360 | |
| ICE | Intercontinental Exchange, Inc. | 5,255 | $964,134 | |
| APP | AppLovin Corp | 2,752 | $963,420 | |
| EMR | Emerson Electric Co | 7,128 | $950,376 | |
| ETN | Eaton Corp plc | 2,606 | $930,315 | |
| BNY | Bank of New York Mellon Corp | 7,331 | $667,927 | |
| SPOT | Spotify Technology S.A. | 666 | $511,048 | |
| NOW | ServiceNow, Inc. | 2,190 | $450,299 | |
| RTX | RTX Corp | 2,891 | $422,143 | |
| PAA | Plains All American Pipeline LP | 16,923 | $310,029 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 26,764 | $2,024,161 | |
| CAT | Caterpillar Inc | 5,565 | $2,018,759 | |
| BAC | Bank Of America Corp /De/ | 24,489 | $1,076,291 | |
| VRT | Vertiv Holdings Co | 8,203 | $931,942 | |
| HIMS | Hims & Hers Health, Inc. | 38,122 | $921,789 | |
| LDOS | Leidos Holdings, Inc. | 6,133 | $883,519 | |
| VST | Vistra Corp. | 6,252 | $861,963 | |
| MU | Micron Technology Inc | 10,039 | $844,882 | |
| AXON | Axon Enterprise, Inc. | 1,368 | $813,029 | |
| SNOW | Snowflake Inc. | 4,101 | $633,235 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | 1,546 | $622,574 | |
| MSTR | Strategy Inc | 2,026 | $586,770 | |
| ORCL | Oracle Corp | 2,391 | $398,436 | |
| DOV | DOVER Corp | 1,810 | $339,556 | |
| AMGN | Amgen Inc | 1,199 | $312,507 | |
| QCOM | Qualcomm Inc/De | 1,847 | $283,736 | |
| No positions match the current search. | ||||
3 positions ·
$2,170,422 total
· Energy only
· as of Jun 30, 2025
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology