IRON Financial LLC

Q4 2025 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$217,567
Net value change ($000)
+8,745 (4.2%)
New positions
8
Sold out positions
15
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ICSH 4,048 536.9%
PULS 3,617 187.9%
NEAR 1,637 209.9%
JPST 1,409 NEW
SCHD 1,401 54.8%
AAPL 942 5.8%
SCHY 654 8.3%
VTV 617 NEW
DIVB 384 29.1%
IJR 287 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -2,164 -100.0%
HTRB -865 -9.2%
SCHP -558 -9.7%
ISTB -555 -3.3%
BSJP -296 -100.0%
BABA -283 -100.0%
ORCL -272 -100.0%
MSFT -240 -7.1%
LYV -223 -100.0%
KIM -218 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type