DOSSIER · 13F-HR · Q1 2026
IRON Financial LLC
IRON Financial's pension fund based in Omaha, NE — $229M in tracked AUM across 217 positions as of Q1 2026.
IF
IRON Financial·Omaha, NE·Pension Fund
CIK 0001595509 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
IRON Financial LLC has reported a significant expansion in its portfolio management activities for the quarter ending December 31, 2025. The total portfolio value surged by 78.4%, rising from approximately $121.98M to $217.57M. This substantial increase is driven by a combination of net new capital inflows and market appreciation, evidenced by a dramatic shift in position turnover. The firm currently manages 132 holdings, demonstrating a preference for broa...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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