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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Amcor plc

AMCR|G0250X107

Shares:82.1K

Value:$796.8K

% of Portfolio:0.4% ($796.8K/$178.4M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:6.7K

Value:$757.9K

% of Portfolio:0.4% ($757.9K/$178.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:945

Value:$752.4K

% of Portfolio:0.4% ($752.4K/$178.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.1K

Value:$743.6K

% of Portfolio:0.4% ($743.6K/$178.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.3K

Value:$669.5K

% of Portfolio:0.4% ($669.5K/$178.4M)

46434V456

Shares:16.3K

Value:$647.6K

% of Portfolio:0.4% ($647.6K/$178.4M)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$621.8K

% of Portfolio:0.3% ($621.8K/$178.4M)

92189H730

Shares:18.2K

Value:$597.2K

% of Portfolio:0.3% ($597.2K/$178.4M)

46138J635

Shares:25.6K

Value:$592.9K

% of Portfolio:0.3% ($592.9K/$178.4M)

CONOCOPHILLIPS

COP|20825C104

Shares:5.4K

Value:$569.3K

% of Portfolio:0.3% ($569.3K/$178.4M)

DOMINION ENERGY, INC

D|25746U109

Shares:9.8K

Value:$552.1K

% of Portfolio:0.3% ($552.1K/$178.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.6K

Value:$550.7K

% of Portfolio:0.3% ($550.7K/$178.4M)

921932885

IVOO|921932885

Shares:5.5K

Value:$543.5K

% of Portfolio:0.3% ($543.5K/$178.4M)

46641Q761

Shares:9.5K

Value:$534.7K

% of Portfolio:0.3% ($534.7K/$178.4M)

CDW Corp

CDW|12514G108

Shares:3.3K

Value:$532.9K

% of Portfolio:0.3% ($532.9K/$178.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.5K

Value:$526.2K

% of Portfolio:0.3% ($526.2K/$178.4M)

46438F101

Shares:10.8K

Value:$507.7K

% of Portfolio:0.3% ($507.7K/$178.4M)

808524102

SCHB|808524102

Shares:23.5K

Value:$505.8K

% of Portfolio:0.3% ($505.8K/$178.4M)

FASTENAL CO

FAST|311900104

Shares:6.4K

Value:$493.5K

% of Portfolio:0.3% ($493.5K/$178.4M)

464286533

Shares:8.0K

Value:$468.8K

% of Portfolio:0.3% ($468.8K/$178.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Amcor plc(AMCRcusipG0250X107)	82.1K	QoQ NEW(+82.1K) YoY NEW(+82.1K)	All Managers (Combined)	$796.8K	0.4% ($796.8K/$178.4M)	QoQ NEW(+$796.8K) YoY NEW(+$796.8K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$757.9K	0.4% ($757.9K/$178.4M)	QoQ NEW(+$757.9K) YoY NEW(+$757.9K)
ServiceNow, Inc.(NOWcusip81762P102)	945	QoQ NEW(+945) YoY NEW(+945)	All Managers (Combined)	$752.4K	0.4% ($752.4K/$178.4M)	QoQ NEW(+$752.4K) YoY NEW(+$752.4K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.1K	QoQ -26.05% (-743) YoY NEW(+2.1K)	All Managers (Combined)	$743.6K	0.4% ($743.6K/$178.4M)	QoQ -23.79% (-$232.2K) YoY NEW(+$743.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.3K	QoQ +24.08% (+244) YoY -42.86% (-943)	All Managers (Combined)	$669.5K	0.4% ($669.5K/$178.4M)	QoQ +45.79% (+$210.3K) YoY -27.63% (-$255.7K)
(cusip46434V456)✕	16.3K	QoQ NEW(+16.3K) YoY NEW(+16.3K)	All Managers (Combined)	$647.6K	0.4% ($647.6K/$178.4M)	QoQ NEW(+$647.6K) YoY NEW(+$647.6K)
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ 0.00% (-0) YoY -45.25% (-892)	All Managers (Combined)	$621.8K	0.3% ($621.8K/$178.4M)	QoQ -1.54% (-$9.8K) YoY -35.03% (-$335.3K)
(cusip92189H730)✕	18.2K	QoQ -3.42% (-646) YoY NEW(+18.2K)	All Managers (Combined)	$597.2K	0.3% ($597.2K/$178.4M)	QoQ -8.13% (-$52.9K) YoY NEW(+$597.2K)
(cusip46138J635)✕	25.6K	QoQ -3.22% (-853) YoY -39.75% (-16.9K)	All Managers (Combined)	$592.9K	0.3% ($592.9K/$178.4M)	QoQ -3.58% (-$22.0K) YoY -39.72% (-$390.8K)
CONOCOPHILLIPS(COPcusip20825C104)	5.4K	QoQ NEW(+5.4K) YoY -13.11% (-818)	All Managers (Combined)	$569.3K	0.3% ($569.3K/$178.4M)	QoQ NEW(+$569.3K) YoY -28.30% (-$224.8K)
DOMINION ENERGY, INC(Dcusip25746U109)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$552.1K	0.3% ($552.1K/$178.4M)	QoQ NEW(+$552.1K) YoY NEW(+$552.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.6K	QoQ -45.12% (-3.8K) YoY +114.25% (+2.5K)	All Managers (Combined)	$550.7K	0.3% ($550.7K/$178.4M)	QoQ -39.32% (-$356.9K) YoY +119.22% (+$299.5K)
(IVOOcusip921932885)	5.5K	QoQ +0.30% (-17) YoY +1.36% (-74)	All Managers (Combined)	$543.5K	0.3% ($543.5K/$178.4M)	QoQ -6.14% (-$35.6K) YoY -2.88% (-$16.1K)
(cusip46641Q761)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$534.7K	0.3% ($534.7K/$178.4M)	QoQ NEW(+$534.7K) YoY NEW(+$534.7K)
CDW Corp(CDWcusip12514G108)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$532.9K	0.3% ($532.9K/$178.4M)	QoQ NEW(+$532.9K) YoY NEW(+$532.9K)
AbbVie Inc.(ABBVcusip00287Y109)	2.5K	QoQ -60.83% (-3.9K) YoY -0.35% (-9)	All Managers (Combined)	$526.2K	0.3% ($526.2K/$178.4M)	QoQ -53.81% (-$613.0K) YoY +14.66% (-$67.3K)
(cusip46438F101)✕	10.8K	QoQ +0.97% (-105) YoY NEW(+10.8K)	All Managers (Combined)	$507.7K	0.3% ($507.7K/$178.4M)	QoQ -10.89% (-$62.1K) YoY NEW(+$507.7K)
(SCHBcusip808524102)	23.5K	QoQ +0.07% (-17) YoY +183.36% (-15.2K)	All Managers (Combined)	$505.8K	0.3% ($505.8K/$178.4M)	QoQ -5.08% (-$27.1K) YoY -0.07% (-$358)
FASTENAL CO(FASTcusip311900104)	6.4K	QoQ +105.25% (+3.3K) YoY -30.51% (-2.8K)	All Managers (Combined)	$493.5K	0.3% ($493.5K/$178.4M)	QoQ +121.37% (+$270.6K) YoY -30.13% (-$212.9K)
(cusip464286533)✕	8.0K	QoQ +16.76% (+1.2K) YoY +61.72% (+3.1K)	All Managers (Combined)	$468.8K	0.3% ($468.8K/$178.4M)	QoQ +17.47% (+$69.7K) YoY +66.72% (+$187.6K)