Institutional Fund
Iron Financial LLC
Northbrook, ILCIK 15955095 filings on record
Portfolio Value
$228.84M
Q1 2026
Holdings
145
Reported positions
New Buys
35
Opened this quarter
QoQ Change
+5.2%
from $217.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cme Group Inc7.5%
- Apple Inc7.0%
- Ishares Tr7.0%
- Vanguard Index Fds5.0%
- Spdr Series Trust4.5%
- Schwab Strategic Tr4.3%
- Other64.7%
Portfolio Holdings
145 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cme Group Inc | 58.3K | $17.22M | 7.5% | −98 | Reduced |
| 2 | Apple Inc | 63.5K | $16.12M | 7.0% | +157 | Added |
| 3 | Ishares Tr | 330.6K | $16.02M | 7.0% | −4.9K | Reduced |
| 4 | Vanguard Index Fds | 35.7K | $11.46M | 5.0% | −414 | Reduced |
| 5 | Spdr Series Trust | 128.8K | $10.18M | 4.5% | +111 | Added |
| 6 | Schwab Strategic Tr | 310.3K | $9.82M | 4.3% | +25.0K | Added |
| 7 | Spdr S&P 500 ETF Tr | 13.0K | $8.42M | 3.7% | −784 | Reduced |
| 8 | Hartford Fds Exchange Traded | 246.2K | $8.31M | 3.6% | −3.4K | Reduced |
| 9 | Pgim ETF Tr | 117.7K | $5.83M | 2.5% | +6.0K | Added |
| 10 | Ishares Inc | 48.4K | $5.79M | 2.5% | −3.8K | Reduced |
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