IRON Financial
IRON Financial reported 148 stocks worth $240M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (9.3%), CME (6.4%) and ISTB (6.1%). Compared with Q2 2026, the fund opened new positions in XOM, AMGN and ROST, added to SPTM, SCHY and SPY, trimmed AAPL, ISTB and VTI and sold out of CIEN, XOM and TJX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $22.2M | 9.3% | 67K | −911 (−1%) | 8 of 8 | |
| 2 |  CME Cme Group Inc | $15.3M | 6.4% | 58K | No change | 8 of 8 | |
| 3 |  ISTB Ishares TR | $14.6M | 6.1% | 309K | −21K (−6%) | 8 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $12.4M | 5.2% | 33K | −387 (−1%) | 8 of 8 | |
| 5 |  SPTM Spdr Series Trust | $11.7M | 4.9% | 127K | +271 (+0%) | 8 of 8 | |
| 6 |  SCHY Schwab International | $10.1M | 4.2% | 320K | +2,574 (+1%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $9.3M | 3.9% | 12K | +20 (+0%) | 8 of 8 | |
| 8 |  HTRB Hartford Fds Exchange Traded | $6.3M | 2.6% | 196K | +2,024 (+1%) | 8 of 8 | |
| 9 |  SCHD Schwab US Dividend Equity ETF | $6M | 2.5% | 185K | +768 (+0%) | 8 of 8 | |
| 10 |  ACWV Ishares Inc | $5.9M | 2.5% | 48K | +306 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CIEN Ciena Corp | $1.4M | 2,816 |
 XOM Exxon Mobil Corp | $1.2M | 8,687 |
 TJX Tjx Cos Inc New | $951K | 6,279 |
 FE Firstenergy Corp | $866K | 18K |
 CAH Cardinal Health Inc | $832K | 3,502 |
🔒 Free account: see all 25.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →IRON Financial 13F FAQ
What does IRON Financial own?
IRON Financial reported 148 stocks worth $240M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (9.3%), CME (6.4%) and ISTB (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did IRON Financial buy and sell in Q3 2026?
Compared with Q2 2026: 22 new positions, 51 added to, 51 trimmed and 25 sold out. New positions include XOM, AMGN and ROST. It sold all of CIEN, XOM and TJX.
When will IRON Financial file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is IRON Financial's portfolio worth?
The Q3 2026 filing reports $240M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.