Long-term investor
Iron Financial LLC @ironfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001595509).
Record
- Tracked since 2025-06-30 (434 days), 178 trades recorded
- Returns: week n/a · month n/a · 90 days +2.7% · 6 months +3.5% · 1 year +8.6% · all +8.6%
- Max drawdown -0.7% · Sharpe 0.66 · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.1% · long · since 2025-06-30
- ISTB · 6.6% · long · since 2025-06-30
- CME · 5.3% · long · since 2025-06-30
- VTI · 5.1% · long · since 2025-06-30
- SPTM · 4.8% · long · since 2025-06-30
- SCHY · 4.2% · long · since 2025-06-30
- SPY · 3.8% · long · since 2025-06-30
- HTRB · 2.7% · long · since 2025-06-30
- PULS · 2.6% · long · since 2025-09-30
- SCHD · 2.4% · long · since 2025-06-30
- ACWV · 2.4% · long · since 2025-06-30
- ICSH · 2.1% · long · since 2025-09-30