Iron Financial, LLC
Sector Allocation
- Other59.3%$142.1M
- Technology17.1%$41.0M
- Financials10.8%$26.0M
- Consumer Discretionary2.7%$6.6M
- Healthcare2.5%$6.0M
- Energy2.5%$6.0M
- Consumer Staples2.2%$5.4M
- Real Estate1.7%$4.2M
- Industrials0.6%$1.4M
- Materials0.3%$671,677
AUM History
13fpro.ai/research/fund/iron-financial-llc-1595509
Conviction and streaks
Concentrating · top 10 = 47.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$22.2MCME
$15.3M- ISHARES$14.6M
- VANGUARD$12.4M
- SPDR$11.7M
- SCHWAB$10.1M
SPY
$9.3M- HARTFORD$6.3M
- SCHWAB$6.0M
- ISHARES$5.9M
- PGIM$5.7M
- VANGUARD$4.9M
- PUTNAM$4.4M
- SCHWAB$3.9M
AMZN
$3.9MNVDA
$3.9M- ISHARES$3.9M
- ISHARES$3.7M
- VANECK$3.5M
MSFT
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/iron-financial-llc-1595509
Iron Financial, LLC 13F holdings — Q3 2026
$240.6M portfolio (-0.7% QoQ) · 149 holdings · Q3 2026 13F · top 10 are 47% of the stock portfolio
Includes $721K of put/call options ($0 puts, $721K calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $239.9M. Weights use the stock portfolio.
$22.2M
9.3% of stocks
-1%This quarter-1.1%Since filed11+ qtrsHeld$15.3M
6.4% of stocks
-0.0%This quarter+0.8%Since filed11+ qtrsHeld- 3
ISHARES TR - CORE 1 5 YR USD
$14.6M
6.1% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - MRNGSTR TTL STK
$12.4M
5.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR PR SP1500
$11.7M
4.9% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SCHWAB STRATEGIC TR - INTERNL DIVID
$10.1M
4.2% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy— $9.3M
3.9% of stocks
+0.2%This quarter+0.7%Since filed11+ qtrsHeld- 8
HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF
$6.3M
2.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$6.0M
2.5% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES INC - MSCI GBL MIN VOL
$5.9M
2.5% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $22.2M | 9.3% | -1% | -1.1% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $15.3M | 6.4% | -0.0% | +0.8% | 11+ qtrs | 67.9#331 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - CORE 1 5 YR USD | $14.6M | 6.1% | -6% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $12.4M | 5.2% | -1% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR PR SP1500 | $11.7M | 4.9% | +0.2% | — | — | — | — | |
| 6 | SCHWAB STRATEGIC TR - INTERNL DIVID | $10.1M | 4.2% | +0.8% | — | — | — | — | |
| 7 | $9.3M | 3.9% | +0.2% | +0.7% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $6.3M | 2.6% | +1% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $6.0M | 2.5% | +0.4% | — | — | — | — | |
| 10 | ISHARES INC - MSCI GBL MIN VOL | $5.9M | 2.5% | +0.6% | — | — | — | — |
All holdings — Iron Financial, LLC (Q3 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PGIM ETF TR - PGIM ULTRA SH BDetf/fund | — | $5.7M | 2.4% | 116K | -8% | — | — | 13F |
| 12 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPTetf/fund | — | $4.9M | 2.1% | 67K | +1% | — | — | 13F |
| 13 | — | PUTNAM ETF TRUST - FRANKLIN SHT TRMetf/fund | — | $4.4M | 1.8% | 449K | +1.0% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $3.9M | 1.6% | 157K | +1% | — | — | 13F |
| 15 | AMAZON COM INC | Consumer Discretionary | $3.9M | 1.6% | 16K | -0.1% | 11+ qtrs | 67.5 | 13F | |
| 16 | NVIDIA CORP | Technology | $3.9M | 1.6% | 17K | -7% | 11+ qtrs | 86.0 | 13F | |
| 17 | — | ISHARES TR - ULTRA SHORT DURetf/fund | — | $3.9M | 1.6% | 77K | -24% | — | — | 13F |
| 18 | — | ISHARES U S ETF TR - SHOR DURA BD ETFetf/fund | — | $3.7M | 1.5% | 74K | +0.6% | — | — | 13F |
| 19 | — | VANECK ETF TRUST - MRNGSTR WDE MOATetf/fund | — | $3.5M | 1.5% | 33K | +0.1% | — | — | 13F |
| 20 | MICROSOFT CORP | Technology | $3.4M | 1.4% | 6,543 | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SPDR SERIES TRUST - ST SHOR CORP ETFetf/fund | — | $3.3M | 1.4% | 113K | -6% | — | — | 13F |
| 22 | JPMORGAN CHASE & CO | Financials | $2.9M | 1.2% | 8,870 | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Cboe Global Markets, Inc. | Financials | $2.9M | 1.2% | 10K | -0.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc. | Technology | $2.2M | 0.9% | 3,089 | +45% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREASetf/fund | — | $2.2M | 0.9% | 40K | -1% | — | — | 13F |
| 26 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $2.2M | 0.9% | 43K | -0.5% | |||
| 27 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $2.1M | 0.9% | 8,967 | +0.0% | |||
| 28 | — | ISHARES TR - CORE DIVID ETF | — | $2.0M | 0.8% | 31K | +0.6% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.8M | 0.8% | 13K | +106% | |||
| 30 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.8M | 0.8% | 21K | +0.1% | |||
| 31 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $1.7M | 0.7% | 39K | -0.2% | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $1.7M | 0.7% | 6,441 | +122% | |||
| 33 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.6M | 0.7% | 30K | +0.2% | |||
| 34 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.7% | 5,890 | -0.2% | |||
| 35 | $INTC | INTEL CORP | Technology | $1.5M | 0.6% | 12K | +0.0% | |||
| 36 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.4M | 0.6% | 28K | +0.5% | |||
| 37 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | — | $1.4M | 0.6% | 26K | +0.5% | |||
| 38 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.3M | 0.6% | 8,291 | -5% | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.6% | 3,894 | -4% | |||
| 40 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $1.3M | 0.5% | 17K | -0.4% | |||
| 41 | $KO | COCA COLA CO | Consumer Staples | $1.2M | 0.5% | 14K | +278% | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.1M | 0.5% | 11K | +370% | |||
| 43 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.1M | 0.5% | 11K | -0.8% | |||
| 44 | — | ISHARES TR - IBONDS DEC2026 | — | $1.1M | 0.5% | 44K | -71% | |||
| 45 | $AMGN | AMGEN INC | Healthcare | $1.0M | 0.4% | 2,418 | New | |||
| 46 | $ROST | ROSS STORES, INC. | Consumer Discretionary | $980K | 0.4% | 4,199 | New | |||
| 47 | $COP | CONOCOPHILLIPS | Energy | $951K | 0.4% | 7,602 | +30% | |||
| 48 | $REG | REGENCY CENTERS CORP | Real Estate | $900K | 0.4% | 13K | +209% | |||
| 49 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | — | $892K | 0.4% | 21K | +1% | |||
| 50 | — | ISHARES TR - MSCI INTL QUALTY | — | $874K | 0.4% | 18K | +0.1% | |||
| 51 | $KMI | KINDER MORGAN, INC. | Energy | $872K | 0.4% | 29K | +295% | |||
| 52 | $KHC | Kraft Heinz Co | Consumer Staples | $871K | 0.4% | 38K | -3% | |||
| 53 | $VTR | Ventas, Inc. | Real Estate | $858K | 0.4% | 10K | New | |||
| 54 | — | SPDR INDEX SHS FDS - ST MAR DIVID ETF | — | $852K | 0.4% | 21K | +3% | |||
| 55 | $EXE | EXPAND ENERGY Corp | Energy | $839K | 0.3% | 9,972 | +11% | |||
| 56 | $FANG | Diamondback Energy, Inc. | Energy | $817K | 0.3% | 4,446 | +128% | |||
| 57 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $808K | 0.3% | 1,092 | — | |||
| 58 | $PAYX | PAYCHEX INC | Technology | $774K | 0.3% | 7,860 | New | |||
| 59 | $INTC CALL | INTEL CORP | Technology | $721K | — | 6,000 | New | |||
| 60 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $719K | 0.3% | 1,444 | -2% | |||
| 61 | $TSLA | Tesla, Inc. | Consumer Discretionary | $693K | 0.3% | 1,954 | -1% | |||
| 62 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $687K | 0.3% | 23K | +0.0% | |||
| 63 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $677K | 0.3% | 5,556 | +0.1% | |||
| 64 | $GOOG | Alphabet Inc. | Technology | $667K | 0.3% | 1,958 | +0.1% | |||
| 65 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $642K | 0.3% | 2,971 | -13% | |||
| 66 | $HODL | VanEck Bitcoin ETF | Financials | $616K | 0.3% | 26K | +2% | |||
| 67 | $IBIT | iShares Bitcoin Trust ETF | Financials | $603K | 0.3% | 13K | -5% | |||
| 68 | $DDOG | Datadog, Inc. | Technology | $579K | 0.2% | 2,115 | -3% | |||
| 69 | — | ISHARES TR - RUS 1000 GRW ETF | — | $574K | 0.2% | 4,586 | -3% | |||
| 70 | — | PIMCO ETF TR - 15+ YR US TIPS | — | $559K | 0.2% | 12K | -6% | |||
| 71 | $WWD | Woodward, Inc. | Technology | $544K | 0.2% | 1,656 | — | |||
| 72 | — | ISHARES TR - SELECT DIVID ETF | — | $544K | 0.2% | 3,578 | +0.4% | |||
| 73 | $PM | Philip Morris International Inc. | Consumer Staples | $544K | 0.2% | 2,850 | -57% | |||
| 74 | $MU | MICRON TECHNOLOGY INC | Technology | $460K | 0.2% | 432 | -65% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $431K | 0.2% | 4,779 | — | |||
| 76 | $INVH | Invitation Homes Inc. | Real Estate | $422K | 0.2% | 16K | +75% | |||
| 77 | $WT | WisdomTree, Inc. | Financials | $396K | 0.2% | 4,071 | — | |||
| 78 | — | ISHARES TR - RUS MD CP GR ETF | — | $395K | 0.2% | 2,868 | -6% | |||
| 79 | $PLTR | Palantir Technologies Inc. | Technology | $370K | 0.1% | 1,977 | -2% | |||
| 80 | $V | VISA INC. | Financials | $367K | 0.1% | 1,022 | — | |||
| 81 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $359K | 0.1% | 13K | -0.0% | |||
| 82 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $356K | 0.1% | 391 | New | |||
| 83 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $354K | 0.1% | 7,480 | +0.9% | |||
| 84 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $351K | 0.1% | 3,472 | +0.5% | |||
| 85 | — | ISHARES TR - 0-3 MTH TREASURY | — | $348K | 0.1% | 3,455 | — | |||
| 86 | — | ISHARES INC - MSCI EMERG MRKT | — | $347K | 0.1% | 4,683 | -18% | |||
| 87 | $GE | GENERAL ELECTRIC CO | Industrials | $340K | 0.1% | 1,088 | — | |||
| 88 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $338K | 0.1% | 740 | -3% | |||
| 89 | $BX | Blackstone Inc. | Financials | $337K | 0.1% | 3,008 | +0.5% | |||
| 90 | $IVZ | Invesco Ltd. | Financials | $328K | 0.1% | 5,532 | +0.4% | |||
| 91 | $WMT | Walmart Inc. | Consumer Staples | $327K | 0.1% | 3,148 | -71% | |||
| 92 | $PSX | Phillips 66 | Energy | $322K | 0.1% | 1,263 | New | |||
| 93 | $IVZ | Invesco Ltd. | Financials | $320K | 0.1% | 1,050 | +0.4% | |||
| 94 | $F | FORD MOTOR CO | Consumer Discretionary | $310K | 0.1% | 26K | -8% | |||
| 95 | $GLD | SPDR GOLD TRUST | Financials | $310K | 0.1% | 813 | — | |||
| 96 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $307K | 0.1% | 502 | -1.0% | |||
| 97 | $CAT | CATERPILLAR INC | Industrials | $306K | 0.1% | 378 | -0.5% | |||
| 98 | $LLY | ELI LILLY & Co | Healthcare | $306K | 0.1% | 265 | — | |||
| 99 | $CVX | CHEVRON CORP | Energy | $299K | 0.1% | 1,464 | -4% | |||
| 100 | $MPC | Marathon Petroleum Corp | Energy | $288K | 0.1% | 729 | New | |||
| 101 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO BLSH 26 | — | $287K | 0.1% | 13K | -43% | |||
| 102 | $QCOM | QUALCOMM INC/DE | Technology | $282K | 0.1% | 1,534 | +0.5% | |||
| 103 | $AVGO | Broadcom Inc. | Technology | $282K | 0.1% | 803 | -20% | |||
| 104 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $282K | 0.1% | 1,065 | -59% | |||
| 105 | $T | AT&T INC. | Communication Services | $281K | 0.1% | 12K | -8% | |||
| 106 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $279K | 0.1% | 5,044 | -72% | |||
| 107 | $MRK | Merck & Co., Inc. | Healthcare | $270K | 0.1% | 1,861 | +0.8% | |||
| 108 | — | ISHARES TR - BROAD USD HIGH | — | $266K | 0.1% | 7,453 | — | |||
| 109 | — | ADVISORSHARES TR - ADVISORSHS ETF | — | $266K | 0.1% | 4,000 | — | |||
| 110 | — | ISHARES TR - US TREAS BD ETF | — | $266K | 0.1% | 12K | +0.5% | |||
| 111 | $VTRS | Viatris Inc | Healthcare | $257K | 0.1% | 14K | New | |||
| 112 | $AXP | AMERICAN EXPRESS CO | Financials | $255K | 0.1% | 837 | +0.1% | |||
| 113 | $PH | Parker-Hannifin Corp | Industrials | $254K | 0.1% | 266 | New | |||
| 114 | — | ISHARES TR - CORE S&P SCP ETF | — | $251K | 0.1% | 1,842 | -23% | |||
| 115 | $HAS | HASBRO, INC. | Consumer Discretionary | $250K | 0.1% | 2,847 | New | |||
| 116 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $249K | 0.1% | 1,134 | -10% | |||
| 117 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $248K | 0.1% | 3,162 | — | |||
| 118 | — | DIREXION SHARES ETF TRUST - AUSPCE CMD STG | — | $246K | 0.1% | 7,064 | -19% | |||
| 119 | $TROW | PRICE T ROWE GROUP INC | Financials | $246K | 0.1% | 2,364 | -11% | |||
| 120 | $APD | Air Products & Chemicals, Inc. | Materials | $245K | 0.1% | 879 | New | |||
| 121 | $BAX | BAXTER INTERNATIONAL INC | Healthcare | $244K | 0.1% | 10K | New | |||
| 122 | $GEV | GE Vernova Inc. | Industrials | $240K | 0.1% | 252 | — | |||
| 123 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $239K | 0.1% | 3,822 | -3% | |||
| 124 | — | ISHARES TR - CRE U S REIT ETF | — | $236K | 0.1% | 3,836 | +0.7% | |||
| 125 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $236K | 0.1% | 12K | -16% | |||
| 126 | $MRVL | Marvell Technology, Inc. | Technology | $236K | 0.1% | 892 | +29% | |||
| 127 | $ERIE | ERIE INDEMNITY CO | Financials | $235K | 0.1% | 1,071 | -69% | |||
| 128 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFE | — | $233K | 0.1% | 2,392 | — | |||
| 129 | — | ISHARES TR - MSCI EAFE ETF | — | $233K | 0.1% | 2,239 | — | |||
| 130 | $TPL | Texas Pacific Land Corp | Financials | $231K | 0.1% | 708 | +55% | |||
| 131 | $UDR | UDR, Inc. | Real Estate | $229K | 0.1% | 6,821 | +1.0% | |||
| 132 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $228K | 0.1% | 10K | New | |||
| 133 | $EXR | Extra Space Storage Inc. | Real Estate | $228K | 0.1% | 1,731 | +6% | |||
| 134 | $DXCM | DEXCOM INC | Healthcare | $222K | 0.1% | 2,570 | New | |||
| 135 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $221K | 0.1% | 1,880 | +4% | |||
| 136 | $ABT | ABBOTT LABORATORIES | Healthcare | $221K | 0.1% | 2,239 | +0.4% | |||
| 137 | $CMI | CUMMINS INC | Industrials | $221K | 0.1% | 428 | New | |||
| 138 | $KIM | KIMCO REALTY CORP | Real Estate | $220K | 0.1% | 9,894 | -4% | |||
| 139 | $DOW | DOW INC. | Materials | $217K | 0.1% | 7,863 | -4% | |||
| 140 | $O | REALTY INCOME CORP | Real Estate | $214K | 0.1% | 3,945 | +0.3% | |||
| 141 | $TAP | MOLSON COORS BEVERAGE CO | Consumer Staples | $214K | 0.1% | 5,872 | New | |||
| 142 | $BXP | BXP, Inc. | Real Estate | $212K | 0.1% | 3,471 | New | |||
| 143 | $MCD | MCDONALDS CORP | Consumer Discretionary | $211K | 0.1% | 915 | -11% | |||
| 144 | $LYB | LyondellBasell Industries N.V. | Materials | $211K | 0.1% | 3,664 | -13% | |||
| 145 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $210K | 0.1% | 702 | New | |||
| 146 | $CPT | CAMDEN PROPERTY TRUST | Real Estate | $209K | 0.1% | 2,165 | New | |||
| 147 | $DIS | Walt Disney Co | Communication Services | $208K | 0.1% | 1,978 | New | |||
| 148 | — | ARK ETF TR - INNOVATION ETF | — | $202K | 0.1% | 2,266 | New | |||
| 149 | $DNP | DNP SELECT INCOME FUND INC | Other | $180K | 0.1% | 19K | +2% |
What changed in Q3 2026
Against the previous quarter's 13F: 22 new, 56 added to, 56 trimmed, 22 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
$AMGNAMGEN INC$1.0M
first bought this quarter
$ROSTROSS STORES, INC.$980K
first bought this quarter
$VTRVentas, Inc.$858K
first bought this quarter
$PAYXPAYCHEX INC$774K
first bought this quarter
$INTCCALLINTEL CORP$721K
first bought this quarter
$COSTCOSTCO WHOLESALE CORP /NEW$356K
first bought this quarter
+16 more in the Excel export
Added to (56)
$PGPROCTER & GAMBLE Co+106%
now $1.8M · held 11+ qtrs
$ABBVAbbVie Inc.+122%
now $1.7M · held 11+ qtrs
$KOCOCA COLA CO+278%
now $1.2M · held 11+ qtrs
$CSCOCISCO SYSTEMS, INC.+370%
now $1.1M · held 2 qtrs, 2 adds in a row
$METAMeta Platforms, Inc.+45%
now $2.2M · held 11+ qtrs, 4 adds in a row
$KMIKINDER MORGAN, INC.+295%
now $872K · held 3 qtrs, 3 adds in a row
+50 more in the Excel export
Trimmed (56)
- ISHARES TR - IBONDS DEC2026-71%
now $1.1M
- ISHARES TR - ULTRA SHORT DUR-24%
now $3.9M
- ISHARES TR - CORE 1 5 YR USD-6%
now $14.6M
$MUMICRON TECHNOLOGY INC-65%
now $460K · held 3 qtrs, 2 trims in a row
$WMTWalmart Inc.-71%
now $327K · held 11+ qtrs
$PMPhilip Morris International Inc.-57%
now $544K · held 3 qtrs
+50 more in the Excel export
Holdings by quarter
Every 13F Iron Financial, LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Iron Financial?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Iron Financial's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 21% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Iron Financial, LLC disclosed 149 positions worth $240.6M in its Form 13F-HR for Q3 2026 — $239.9M in common stock plus $721,380 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 9.3% of the equity portfolio, followed by $CME. During the quarter the fund opened 22 new positions and exited 22 — including a new stake in $AMGN and a full exit from $CIEN. The portfolio is most concentrated in Other (59.3% of disclosed assets). All figures are sourced directly from Iron Financial, LLC’s Form 13F-HR filing with the SEC under CIK 1595509.
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AI-Powered Hedge Fund Analysis: Iron Financial, LLC
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