IRON Financial LLC
•CIK: 1595509•Filing: Q4 2025
**IRON Financial LLC** manages $218M across a diversified portfolio of 132 positions. The fund exhibits notable concentration in technology and market infrastructure, with top holdings including AAPL at $17.2M and ISTB at $16.4M. Significant allocations are also directed toward CME ($15.9M) and VTI ($12.1M), indicating a strategic focus on established market leaders and broad market exposure. This positioning suggests a tactical, conviction-driven approach within large-cap and sector-specific growth areas.
Total AUM
$217.6M
QoQ Performance
+4.2%
Positions
103
Top 10 Concentration
50.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
ISTB
CME
VTI
AAPL7.9%
ISTB7.5%
CME7.3%
VTI5.6%
SPTM4.9%
SPY4.3%
HTRB3.9%
SCHY3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.9%
Technology12.4%
ETF4.3%
Consumer2.2%
Financial1.7%
Energy1.6%
Healthcare1.6%
Consumer Staples0.6%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW8 new positions
↑53 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023