IRON Financial LLC

13F filer · CIK 0001595509

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$242MU.S. long equity reported on 13F

Positions948 new · 5 closed

Net flow last quarter+$3.87MBuys minus sells

Top 10 positions weight26.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202694 positions
AAPLApple Inc.	$19.6M	8.07%	0.00%	+6.4%	Q4 2013
CMECme Group Inc.	$12.9M	5.31%	0.02%	0.0%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$9.1M	3.76%	Not reported	-5.9%	Q4 2013
PULSPulse Electronics Corp	$6.28M	2.59%	0.72%	+7.7%	Q3 2025
AMZNAmazon Com Inc	$3.74M	1.54%	0.00%	+12.5%	Q2 2016
NVDANvidia Corp	$3.67M	1.52%	0.00%	+1.1%	Q1 2018
JPMJPMorgan Chase & Co	$2.99M	1.23%	0.00%	-0.8%	Q4 2013
CBOECboe Global Markets, Inc.	$2.52M	1.04%	0.01%	+0.2%	Q4 2013
MSFTMicrosoft Corp	$2.38M	0.98%	0.00%	-6.1%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$1.98M	0.82%	0.00%	+4.1%	Q3 2024
INTCIntel Corp	$1.73M	0.71%	0.00%	-2.5%	Q4 2013
JNJJohnson & Johnson	$1.5M	0.62%	0.00%	+1.2%	Q4 2013
GOOGLAlphabet Inc.	$1.44M	0.60%	0.00%	+0.8%	Q4 2017
MUMicron Technology Inc	$1.42M	0.59%	0.00%	-1.3%	Q1 2017
CIENCiena Corp	$1.38M	0.57%	0.00%	+7.6%	Q1 2026
WMTWalmart Inc.	$1.23M	0.51%	0.00%	+3.6%	Q3 2019
PMPhilip Morris International Inc.	$1.21M	0.50%	0.00%	+26.4%	Q1 2024
METAMeta Platforms, Inc.	$1.2M	0.49%	Not reported	+2.9%	Q3 2017
XOMExxonMobil Holdings Corp	$1.19M	0.49%	0.00%	+4.9%	Q4 2013
TJXTJX Companies Inc	$951K	0.39%	0.00%	+6.3%	Q2 2021
KHCKraft Heinz Co	$930K	0.38%	0.00%	+6.5%	Q3 2025
PGPROCTER & GAMBLE Co	$904K	0.37%	0.00%	-0.9%	Q4 2013
OXYOccidental Petroleum Corp	$867K	0.36%	0.00%	+6.8%	Q3 2023
FEFirstenergy Corp	$866K	0.36%	0.00%	+7.4%	Q1 2026
CAHCardinal Health Inc	$832K	0.34%	0.00%	+10.4%	Q1 2026
TSLATesla, Inc.	$831K	0.34%	0.00%	+0.5%	Q2 2020
ERIEErie Indemnity Co	$819K	0.34%	Not reported	+9.4%	Q3 2025
EXEEXPAND ENERGY Corp	$817K	0.34%	0.00%	+7.8%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$804K	0.33%	Not reported	-39.6%	Q2 2020
ADSKAutodesk, Inc.	$804K	0.33%	0.00%	+7.5%	Q1 2026
CPBCAMPBELL'S Co	$800K	0.33%	0.01%	+6.7%	Q3 2025
BRK.BBerkshire Hathaway Inc	$740K	0.31%	Not reported	-9.6%	Q4 2015
DGDollar General Corp	$736K	0.30%	0.00%	+6.5%	Q1 2021
ABBVAbbVie Inc.	$729K	0.30%	0.00%	-6.1%	Q2 2016
WWDWoodward, Inc.	$705K	0.29%	0.00%	Not reported	Q4 2019
STZConstellation Brands, Inc.	$701K	0.29%	Not reported	+7.0%	Q3 2023
GOOGAlphabet Inc.	$692K	0.29%	Not reported	Not reported	Q4 2015
COPConocophillips	$606K	0.25%	0.00%	+6.2%	Q1 2024
DDOGDatadog, Inc.	$569K	0.23%	0.00%	+6.1%	Q2 2020
IBITiShares Bitcoin Trust ETF	$448K	0.19%	0.00%	-0.7%	Q4 2024
HODLVanEck Bitcoin ETF	$424K	0.17%	0.04%	+3.4%	Q4 2024
GEGeneral Electric Co	$407K	0.17%	0.00%	New	Q2 2026
CATCaterpillar Inc	$405K	0.17%	0.00%	+0.5%	Q4 2013
FFord Motor Co	$388K	0.16%	0.00%	+3.9%	Q2 2014
AVGOBroadcom Inc.	$379K	0.16%	0.00%	-21.3%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$365K	0.15%	0.00%	+5.1%	Q1 2026
IBMInternational Business Machines Corp	$354K	0.15%	0.00%	+32.4%	Q3 2014
BXBlackstone Inc.	$352K	0.15%	0.00%	+0.4%	Q2 2019
VVisa Inc.	$351K	0.14%	0.00%	+3.9%	Q3 2019
FANGDiamondback Energy, Inc.	$343K	0.14%	0.00%	+7.7%	Q1 2025

Q1 2026Reported Apr 27, 202691 positions
CMECme Group Inc.	$17.2M	7.53%	0.02%	-0.2%	Q4 2013
AAPLApple Inc.	$16.1M	7.04%	0.00%	+0.3%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$8.42M	3.68%	Not reported	-5.7%	Q4 2013
PULSPulse Electronics Corp	$5.83M	2.55%	0.67%	+5.3%	Q3 2025
NVDANvidia Corp	$3.16M	1.38%	0.00%	+16.2%	Q1 2018
CBOECboe Global Markets, Inc.	$2.92M	1.27%	0.01%	+0.3%	Q4 2013
AMZNAmazon Com Inc	$2.9M	1.27%	0.00%	+3.8%	Q2 2016
JPMJPMorgan Chase & Co	$2.71M	1.18%	0.00%	+2.4%	Q4 2013
MSFTMicrosoft Corp	$2.52M	1.10%	0.00%	+5.1%	Q4 2013
JNJJohnson & Johnson	$1.43M	0.62%	0.00%	+3.0%	Q4 2013
XOMExxonMobil Holdings Corp	$1.41M	0.61%	0.00%	-15.6%	Q4 2013
WMTWalmart Inc.	$1.31M	0.57%	0.00%	+154.4%	Q3 2019
METAMeta Platforms, Inc.	$1.18M	0.52%	Not reported	+59.0%	Q3 2017
GOOGLAlphabet Inc.	$1.15M	0.50%	0.00%	+24.6%	Q4 2017
OXYOccidental Petroleum Corp	$1.09M	0.47%	0.00%	-9.5%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$1.04M	0.46%	Not reported	-2.0%	Q2 2020
CIENCiena Corp	$1.02M	0.44%	0.00%	New	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$971K	0.42%	0.00%	+30.2%	Q3 2024
TJXTJX Companies Inc	$943K	0.41%	0.00%	Not reported	Q2 2021
ADSKAutodesk, Inc.	$921K	0.40%	0.00%	New	Q1 2026
EXEEXPAND ENERGY Corp	$912K	0.40%	0.00%	-3.3%	Q3 2025
PGPROCTER & GAMBLE Co	$899K	0.39%	0.00%	-0.2%	Q4 2013
PMPhilip Morris International Inc.	$873K	0.38%	0.00%	Not reported	Q1 2024
FEFirstenergy Corp	$859K	0.38%	0.00%	New	Q1 2026
KHCKraft Heinz Co	$832K	0.36%	0.00%	+15.9%	Q3 2025
ERIEErie Indemnity Co	$785K	0.34%	Not reported	+38.0%	Q3 2025
BRK.BBerkshire Hathaway Inc	$783K	0.34%	Not reported	+5.1%	Q4 2015
CPBCAMPBELL'S Co	$750K	0.33%	0.01%	+28.6%	Q3 2025
TSLATesla, Inc.	$731K	0.32%	0.00%	+10.9%	Q2 2020
COPConocophillips	$724K	0.32%	0.00%	-35.7%	Q1 2024
DGDollar General Corp	$713K	0.31%	0.00%	-21.0%	Q1 2021
STZConstellation Brands, Inc.	$707K	0.31%	Not reported	+125.4%	Q3 2023
ABBVAbbVie Inc.	$671K	0.29%	0.00%	-7.6%	Q2 2016
CAHCardinal Health Inc	$670K	0.29%	0.00%	New	Q1 2026
WWDWoodward, Inc.	$593K	0.26%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$561K	0.25%	Not reported	+6.5%	Q4 2015
INTCIntel Corp	$559K	0.24%	0.00%	-5.2%	Q4 2013
IBITiShares Bitcoin Trust ETF	$521K	0.23%	0.00%	-6.9%	Q4 2024
HODLVanEck Bitcoin ETF	$473K	0.21%	0.04%	+6.1%	Q4 2024
MUMicron Technology Inc	$422K	0.18%	0.00%	Not reported	Q1 2017
AVGOBroadcom Inc.	$395K	0.17%	0.00%	+106.0%	Q3 2025
TAt&T Inc.	$369K	0.16%	0.00%	-67.1%	Q4 2013
FANGDiamondback Energy, Inc.	$358K	0.16%	0.00%	-56.1%	Q1 2025
GLDSPDR Gold Trust	$350K	0.15%	0.00%	+14.0%	Q4 2013
BXBlackstone Inc.	$343K	0.15%	0.00%	+0.1%	Q2 2019
DOWDow Inc.	$316K	0.14%	0.00%	-22.4%	Q1 2025
PLTRPalantir Technologies Inc.	$313K	0.14%	0.00%	-8.6%	Q4 2024
FFord Motor Co	$310K	0.14%	0.00%	Not reported	Q2 2014
CVXChevron Corp	$304K	0.13%	0.00%	-7.9%	Q1 2025
LYBLyondellBasell Industries N.V.	$300K	0.13%	0.00%	New	Q1 2026

Q4 2025Reported Jan 22, 202682 positions
AAPLApple Inc.	$17.2M	7.92%	0.00%	-0.9%	Q4 2013
CMECme Group Inc.	$15.9M	7.33%	0.02%	-0.3%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$9.37M	4.31%	Not reported	+0.2%	Q4 2013
PULSPulse Electronics Corp	$5.54M	2.55%	0.64%	+189.3%	Q3 2025
MSFTMicrosoft Corp	$3.13M	1.44%	0.00%	-0.5%	Q4 2013
AMZNAmazon Com Inc	$3.1M	1.43%	0.00%	-3.9%	Q2 2016
NVDANvidia Corp	$2.91M	1.34%	0.00%	-0.4%	Q1 2018
JPMJPMorgan Chase & Co	$2.9M	1.33%	0.00%	+1.5%	Q4 2013
CBOECboe Global Markets, Inc.	$2.6M	1.19%	0.01%	-0.7%	Q4 2013
XOMExxonMobil Holdings Corp	$1.18M	0.54%	0.00%	-0.3%	Q4 2013
JNJJohnson & Johnson	$1.17M	0.54%	0.00%	+0.6%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$1.13M	0.52%	Not reported	-12.0%	Q2 2020
DGDollar General Corp	$1.01M	0.46%	0.00%	+0.3%	Q1 2021
GOOGLAlphabet Inc.	$1.01M	0.46%	0.00%	-0.1%	Q4 2017
TAt&T Inc.	$961K	0.44%	0.00%	-7.1%	Q4 2013
EXEEXPAND ENERGY Corp	$948K	0.44%	0.00%	-0.6%	Q3 2025
JKHYJack Henry & Associates Inc	$945K	0.43%	0.01%	-3.0%	Q3 2024
PFEPfizer Inc	$905K	0.42%	0.00%	+1.7%	Q3 2021
CRWDCrowdStrike Holdings, Inc.	$896K	0.41%	0.00%	-9.4%	Q3 2024
PGPROCTER & GAMBLE Co	$893K	0.41%	0.00%	+0.6%	Q4 2013
EQTEQT Corp	$873K	0.40%	0.00%	-0.5%	Q3 2025
METAMeta Platforms, Inc.	$858K	0.39%	Not reported	+15.0%	Q3 2017
COPConocophillips	$798K	0.37%	0.00%	-1.1%	Q1 2024
TSLATesla, Inc.	$797K	0.37%	0.00%	+3.6%	Q2 2020
BRK.BBerkshire Hathaway Inc	$782K	0.36%	Not reported	-0.1%	Q4 2015
KHCKraft Heinz Co	$774K	0.36%	0.00%	+3.3%	Q3 2025
ABBVAbbVie Inc.	$762K	0.35%	0.00%	+6.7%	Q2 2016
OXYOccidental Petroleum Corp	$760K	0.35%	0.00%	-1.3%	Q3 2023
NOWServiceNow, Inc.	$754K	0.35%	0.00%	-1.6%	Q1 2025
CHDChurch & Dwight Co Inc	$754K	0.35%	0.00%	-1.2%	Q3 2023
CPBCAMPBELL'S Co	$729K	0.34%	0.01%	-1.2%	Q3 2025
IBITiShares Bitcoin Trust ETF	$723K	0.33%	0.00%	+2.3%	Q4 2024
ERIEErie Indemnity Co	$649K	0.30%	Not reported	-1.7%	Q3 2025
FANGDiamondback Energy, Inc.	$620K	0.28%	0.00%	-2.5%	Q1 2025
VICIVici Properties Inc.	$598K	0.27%	0.00%	-1.9%	Q3 2025
GOOGAlphabet Inc.	$576K	0.26%	Not reported	+6.5%	Q4 2015
HODLVanEck Bitcoin ETF	$575K	0.26%	0.04%	Not reported	Q4 2024
WWDWoodward, Inc.	$501K	0.23%	0.00%	-13.3%	Q4 2019
INTCIntel Corp	$493K	0.23%	0.00%	-0.1%	Q4 2013
WMTWalmart Inc.	$461K	0.21%	0.00%	0.0%	Q3 2019
BXBlackstone Inc.	$459K	0.21%	0.00%	+0.1%	Q2 2019
PLTRPalantir Technologies Inc.	$416K	0.19%	0.00%	-17.6%	Q4 2024
TERTeradyne, Inc	$371K	0.17%	0.00%	-0.8%	Q3 2025
GLDMWorld Gold Trust	$325K	0.15%	0.00%	+2.5%	Q2 2021
CVSCVS HEALTH Corp	$323K	0.15%	0.00%	+16.6%	Q1 2023
VVisa Inc.	$318K	0.15%	0.00%	+0.3%	Q3 2019
SGOLabrdn Gold ETF Trust	$315K	0.14%	0.00%	+2.7%	Q4 2020
ABTAbbott Laboratories	$306K	0.14%	0.00%	+9.1%	Q2 2018
AXPAmerican Express Co	$298K	0.14%	0.00%	Not reported	Q3 2024
HALHalliburton Co	$292K	0.13%	0.00%	-1.2%	Q3 2025

Q3 2025Reported Oct 24, 202593 positions
AAPLApple Inc.	$16.3M	7.80%	0.00%	-1.4%	Q4 2013
CMECme Group Inc.	$15.8M	7.58%	0.02%	-0.2%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$9.13M	4.37%	Not reported	-1.7%	Q4 2013
MSFTMicrosoft Corp	$3.37M	1.61%	0.00%	-4.1%	Q4 2013
AMZNAmazon Com Inc	$3.07M	1.47%	0.00%	0.0%	Q2 2016
NVDANvidia Corp	$2.92M	1.40%	0.00%	+0.4%	Q1 2018
JPMJPMorgan Chase & Co	$2.79M	1.34%	0.00%	-2.2%	Q4 2013
CBOECboe Global Markets, Inc.	$2.55M	1.22%	0.01%	+0.3%	Q4 2013
PULSPulse Electronics Corp	$1.92M	0.92%	0.22%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$1.26M	0.60%	Not reported	Not reported	Q2 2020
TAt&T Inc.	$1.18M	0.56%	0.00%	-4.2%	Q4 2013
XOMExxonMobil Holdings Corp	$1.11M	0.53%	0.00%	+109.6%	Q4 2013
JNJJohnson & Johnson	$1.04M	0.50%	0.00%	-47.1%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$1.03M	0.50%	0.00%	-11.8%	Q3 2024
PGPROCTER & GAMBLE Co	$953K	0.46%	0.00%	0.0%	Q4 2013
IBITiShares Bitcoin Trust ETF	$925K	0.44%	0.00%	+3.7%	Q4 2024
NOWServiceNow, Inc.	$920K	0.44%	0.00%	+4.0%	Q1 2025
EXEEXPAND ENERGY Corp	$918K	0.44%	0.00%	New	Q3 2025
PFEPfizer Inc	$911K	0.44%	0.00%	Not reported	Q3 2021
EQTEQT Corp	$891K	0.43%	0.00%	New	Q3 2025
OXYOccidental Petroleum Corp	$885K	0.42%	0.00%	Not reported	Q3 2023
CPBCAMPBELL'S Co	$837K	0.40%	0.01%	New	Q3 2025
METAMeta Platforms, Inc.	$830K	0.40%	Not reported	+0.6%	Q3 2017
COPConocophillips	$815K	0.39%	0.00%	+58.5%	Q1 2024
KHCKraft Heinz Co	$804K	0.39%	0.00%	New	Q3 2025
CHDChurch & Dwight Co Inc	$797K	0.38%	0.00%	Not reported	Q3 2023
JKHYJack Henry & Associates Inc	$795K	0.38%	0.01%	+10.2%	Q3 2024
DGDollar General Corp	$783K	0.38%	0.00%	Not reported	Q1 2021
GOOGLAlphabet Inc.	$783K	0.37%	0.00%	+1.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$782K	0.37%	Not reported	-0.1%	Q4 2015
TSLATesla, Inc.	$761K	0.36%	0.00%	+42.8%	Q2 2020
HODLVanEck Bitcoin ETF	$753K	0.36%	0.04%	+4.1%	Q4 2024
ERIEErie Indemnity Co	$732K	0.35%	Not reported	New	Q3 2025
ABBVAbbVie Inc.	$724K	0.35%	0.00%	-1.8%	Q2 2016
VICIVici Properties Inc.	$707K	0.34%	0.00%	New	Q3 2025
FANGDiamondback Energy, Inc.	$605K	0.29%	0.00%	+178.6%	Q1 2025
PLTRPalantir Technologies Inc.	$518K	0.25%	0.00%	-3.0%	Q4 2024
BXBlackstone Inc.	$509K	0.24%	0.00%	+0.4%	Q2 2019
WWDWoodward, Inc.	$483K	0.23%	0.00%	Not reported	Q4 2019
INTCIntel Corp	$449K	0.22%	0.00%	-1.0%	Q4 2013
WMTWalmart Inc.	$426K	0.20%	0.00%	+0.2%	Q3 2019
GOOGAlphabet Inc.	$420K	0.20%	Not reported	+17.7%	Q4 2015
VVisa Inc.	$309K	0.15%	0.00%	+0.3%	Q3 2019
HDHome Depot, Inc.	$303K	0.14%	0.00%	+1.5%	Q1 2016
ABTAbbott Laboratories	$300K	0.14%	0.00%	-1.1%	Q2 2018
GLDMWorld Gold Trust	$284K	0.14%	0.00%	+20.5%	Q2 2021
STZConstellation Brands, Inc.	$284K	0.14%	Not reported	-54.9%	Q3 2023
BABAAlibaba Group Holding Ltd	$283K	0.14%	0.00%	Not reported	Q4 2017
SGOLabrdn Gold ETF Trust	$275K	0.13%	0.00%	+0.7%	Q4 2020
CWSSharing Economy International Inc.	$275K	0.13%	Not reported	Not reported	Q1 2023

Premium opens every quarter this fund has filed