Iron Financial, LLC Portfolio Holdings

Iron Financial, LLC

  • $188 Million
  • Q2 2025

Iron Financial, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $188 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cme Group Inc. with a value of $16.2M, Apple Inc. with a value of $13.3M, Vanguard Total Stock Market Et with a value of $11.7M, Ihares Core 1 5 Years Usd Bond with a value of $10.8M, and Hartford Fds Total Return Bd E with a value of $10.5M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $176M to 188M.

Below you can find more details about Iron Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $188 Million
ETFs: $112 Million
Technology: $24.8 Million
Financial Services: $23.6 Million
Consumer Cyclical: $6.5 Million
Communication Services: $5.41 Million
Consumer Defensive: $3.42 Million
Healthcare: $3.37 Million
Real Estate: $2.23 Million
Other: $6.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.2B
$16.2 Million 8.61% of portfolio
58,696
Q2 2025 Reduced 0.15%
$26.4B
$2.42 Million 1.29% of portfolio
10,382
Q1 2025 Reduced 1.03%
$93.6B
$1.22 Million 0.65% of portfolio
2,390
Q2 2025 Added 13.32%
$54.7B
$1.08 Million 0.58% of portfolio
18,575
Q2 2025 Reduced 0.25%
$172B
$989,000 0.53% of portfolio
962
Q2 2025 Added 1.8%
$11.6B
$872,000 0.46% of portfolio
4,844
Q2 2025 Reduced 0.53%
$12.3B
$805,000 0.43% of portfolio
19,730
Q2 2025 Reduced 0.24%
$16.3B
$776,000 0.41% of portfolio
12,845
Q2 2025 Reduced 0.26%
$27.4B
$759,000 0.4% of portfolio
4,671
Q2 2025 Reduced 0.23%
$14.5B
$752,000 0.4% of portfolio
81,847
Q2 2025 Reduced 0.37%
$16B
$748,000 0.4% of portfolio
5,056
Q2 2025 Reduced 0.1%
$21.4B
$608,000 0.32% of portfolio
6,676
Q2 2025 Reduced 0.3%
$22.2B
$595,000 0.32% of portfolio
3,333
Q2 2025 Added 0.24%
$51B
$555,000 0.3% of portfolio
9,821
Q2 2025 Reduced 0.25%
$27.8B
$533,000 0.28% of portfolio
12,694
Q2 2025 Added 99.5%
$120B
$488,000 0.26% of portfolio
5,441
Q2 2025 Added 0.37%
$21.2B
$453,000 0.24% of portfolio
5,608
Q2 2025 Added 0.02%
$123B
$443,000 0.24% of portfolio
2,965
Q2 2025 Added 0.1%
$25.5B
$328,000 0.17% of portfolio
3,316
Q2 2025 Added 1.01%
$89.6B
$302,000 0.16% of portfolio
13,525
Q2 2025 Added 0.19%
$108B
$295,000 0.16% of portfolio
3,222
Q2 2025 Added 8.96%
$26.8B
$258,000 0.14% of portfolio
2,517
Q2 2025 Added 1.37%
$112B
$237,000 0.13% of portfolio
619
Q2 2025 Reduced 1.28%
$44B
$246,000 0.13% of portfolio
427
Q2 2025 Added 0.47%
$12.8B
$233,000 0.12% of portfolio
9,783
Q2 2025 New
$36.3B
$226,000 0.12% of portfolio
1,749
Q2 2025 Added 1.92%
$49.2B
$217,000 0.12% of portfolio
740
Q2 2025 Reduced 0.4%
$173B
$227,000 0.12% of portfolio
1,428
Q2 2025 Added 0.07%
$48.9B
$220,000 0.12% of portfolio
2,240
Q2 2025 Reduced 0.49%
$12.8B
$230,000 0.12% of portfolio
841
Q2 2025 New
$36.4B
$210,000 0.11% of portfolio
1,390
Q2 2025 New
$23.6B
$207,000 0.11% of portfolio
875
Q2 2025 Reduced 0.34%
$21.8B
$201,000 0.11% of portfolio
6,344
Q2 2025 Added 2.7%
$75.3B
$204,000 0.11% of portfolio
6,274
Q2 2025 New
$69.2B
$215,000 0.11% of portfolio
1,802
Q2 2025 Added 3.03%
$50.1B
$206,000 0.11% of portfolio
1,471
Q2 2025 New
$24.6B
$208,000 0.11% of portfolio
1,518
Q2 2025 Added 4.19%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $188 Million
  • Prior Value $176 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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