Iron-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ABT",
  "ABBV",
  "BABA",
  "GOOGL",
  "AXP",
  "T",
  "D",
  null,
  "EOG",
  "HD",
  "MCD",
  null,
  "QCOM",
  null,
  "META",
  null,
  null,
  null,
  null,
  "LIN",
  "SCHY",
  "MSFT",
  "MAA",
  "BX",
  "FAST",
  "VGIT",
  null,
  "IWF",
  "IRM",
  null,
  "DNP",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PG",
  "NOW",
  "SPDW",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "TGT",
  "NEM",
  "IVOO",
  "ACWV",
  null,
  null,
  "VIG",
  null,
  "AMCR",
  "EL",
  "IP",
  "DLTR",
  "IWP",
  "SGOL",
  null,
  "AMZN",
  "SCHB",
  "HCA",
  null,
  null,
  "TPL",
  "VUG",
  "VYMI",
  "VXUS",
  "V",
  "WMT",
  "WWD",
  "LNT",
  null,
  "SCHD",
  "DVY",
  "SCHF",
  "MSCI",
  "JKHY",
  null,
  null,
  null,
  "ZBH",
  "PSA",
  "UDR",
  "NUE",
  "LULU",
  "BRK-B",
  "BG",
  "CBOE",
  "CDW",
  "CVX",
  "CMG",
  "CME",
  "KO",
  "COP",
  "STZ",
  "CRWD",
  "DVN",
  "FANG",
  "EFA",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 113
Total Value: 178388959
Accession Number: 0001595509-25-000004
Form Type: 13F-HR
CIK: iron-financial
Manager Name: Iron-Financial

Data Enrichment

78% identified

88 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

113 positions • $178.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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316188309

Shares:43.8K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$178.4M)

46429B697

USMV|46429B697

Shares:20.8K

Value:$2.0M

% of Portfolio:1.1% ($2.0M/$178.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:10.6K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$178.4M)

78463X889

SPDW|78463X889

Shares:46.3K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$178.4M)

NVIDIA CORP

NVDA|67066G104

Shares:15.0K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$178.4M)

921908844

VIG|921908844

Shares:7.2K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$178.4M)

921909768

VXUS|921909768

Shares:20.9K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$178.4M)

78463X509

Shares:29.6K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$178.4M)

AT&T INC.

T|00206R102

Shares:40.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$178.4M)

72201R304

Shares:20.5K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$178.4M)

MCDONALDS CORP

MCD|580135101

Shares:3.5K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$178.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:6.1K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$178.4M)

NEWMONT Corp /DE/

NEM|651639106

Shares:18.6K

Value:$899.0K

% of Portfolio:0.5% ($899.0K/$178.4M)

UDR, Inc.

UDR|902653104

Shares:19.8K

Value:$893.4K

% of Portfolio:0.5% ($893.4K/$178.4M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:4.9K

Value:$889.3K

% of Portfolio:0.5% ($889.3K/$178.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.9K

Value:$886.8K

% of Portfolio:0.5% ($886.8K/$178.4M)

LINDE PLC

LIN|G54950103

Shares:1.9K

Value:$881.9K

% of Portfolio:0.5% ($881.9K/$178.4M)

CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:4.7K

Value:$859.2K

% of Portfolio:0.5% ($859.2K/$178.4M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:5.1K

Value:$848.1K

% of Portfolio:0.5% ($848.1K/$178.4M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:12.9K

Value:$828.7K

% of Portfolio:0.5% ($828.7K/$178.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316188309)✕	43.8K	QoQ -6.13% (-2.9K) YoY -12.30% (-6.1K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$178.4M)	QoQ -4.50% (-$94.3K) YoY -11.64% (-$263.4K)
(USMVcusip46429B697)	20.8K	QoQ -0.30% (-63) YoY -4.77% (-1.0K)	All Managers (Combined)	$2.0M	1.1% ($2.0M/$178.4M)	QoQ +5.16% (-$95.9K) YoY +6.70% (-$122.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	10.6K	QoQ +86.06% (+4.9K) YoY +88.69% (+5.0K)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$178.4M)	QoQ +113.37% (+$932.1K) YoY +97.80% (+$867.4K)
(SPDWcusip78463X889)	46.3K	QoQ -0.13% (-63) YoY -3.29% (-1.6K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$178.4M)	QoQ +6.53% (-$103.4K) YoY -1.75% (-$30.1K)
NVIDIA CORP(NVDAcusip67066G104)	15.0K	QoQ +0.66% (-100) YoY +863.20% (+13.5K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$178.4M)	QoQ -18.75% (-$375.9K) YoY +15.56% (+$219.4K)
(VIGcusip921908844)	7.2K	QoQ +0.01% (-1) YoY -11.58% (-945)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$178.4M)	QoQ -0.93% (-$13.2K) YoY -6.07% (-$90.5K)
(VXUScusip921909768)	20.9K	QoQ +0.01% (+4) YoY -5.32% (-1.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$178.4M)	QoQ +5.40% (+$66.6K) YoY -2.50% (-$33.4K)
(cusip78463X509)✕	29.6K	QoQ -0.36% (-108) YoY -2.02% (-613)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$178.4M)	QoQ +2.23% (-$25.5K) YoY +6.58% (-$72.1K)
AT&T INC.(Tcusip00206R102)	40.6K	QoQ -13.54% (-6.4K) YoY NEW(+40.6K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$178.4M)	QoQ +7.37% (-$78.9K) YoY NEW(+$1.1M)
(cusip72201R304)✕	20.5K	QoQ +7.26% (+1.4K) YoY -35.49% (-11.3K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$178.4M)	QoQ +12.96% (+$129.0K) YoY -36.32% (-$641.2K)
MCDONALDS CORP(MCDcusip580135101)	3.5K	QoQ +307.35% (+2.7K) YoY NEW(+3.5K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$178.4M)	QoQ +339.09% (+$854.9K) YoY NEW(+$1.1M)
PROCTER & GAMBLE Co(PGcusip742718109)	6.1K	QoQ +0.39% (+24) YoY +1.84% (+111)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$178.4M)	QoQ +2.05% (+$21.1K) YoY +6.96% (+$68.1K)
NEWMONT Corp /DE/(NEMcusip651639106)	18.6K	QoQ +108.45% (+9.7K) YoY NEW(+18.6K)	All Managers (Combined)	$899.0K	0.5% ($899.0K/$178.4M)	QoQ +170.39% (+$566.5K) YoY NEW(+$899.0K)
UDR, Inc.(UDRcusip902653104)	19.8K	QoQ +11.90% (+2.1K) YoY NEW(+19.8K)	All Managers (Combined)	$893.4K	0.5% ($893.4K/$178.4M)	QoQ +16.44% (+$126.1K) YoY NEW(+$893.4K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	4.9K	QoQ +303.81% (+3.7K) YoY NEW(+4.9K)	All Managers (Combined)	$889.3K	0.5% ($889.3K/$178.4M)	QoQ +320.62% (+$677.9K) YoY NEW(+$889.3K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.9K	QoQ +0.05% (-1) YoY -4.97% (-99)	All Managers (Combined)	$886.8K	0.5% ($886.8K/$178.4M)	QoQ -8.22% (-$79.5K) YoY +0.33% (-$3.0K)
LINDE PLC(LINcusipG54950103)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$881.9K	0.5% ($881.9K/$178.4M)	QoQ NEW(+$881.9K) YoY NEW(+$881.9K)
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$859.2K	0.5% ($859.2K/$178.4M)	QoQ NEW(+$859.2K) YoY NEW(+$859.2K)
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	5.1K	QoQ +73.67% (+2.1K) YoY NEW(+5.1K)	All Managers (Combined)	$848.1K	0.5% ($848.1K/$178.4M)	QoQ +88.30% (+$397.7K) YoY NEW(+$848.1K)
ALLIANT ENERGY CORP(LNTcusip018802108)	12.9K	QoQ NEW(+12.9K) YoY NEW(+12.9K)	All Managers (Combined)	$828.7K	0.5% ($828.7K/$178.4M)	QoQ NEW(+$828.7K) YoY NEW(+$828.7K)