Institutional Manager · CIK 0001824600
Ironclad Investments LLC
MAITLAND, FL · File #028-23955
Latest AUM
$213.9M
Positions
3
Top-10 Concentration
100.0%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ISHARES TR | 464287200 | -2,500 | -$1.7M | +$2.5M |
| REDUCE | SPDR S&P 500 ETF TR | SPY | 0 | $0 | +$107,111 |
| REDUCE | VANGUARD INDEX FDS | 922908363 | 0 | $0 | +$2.4M |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20253 pos · $213.9M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $210.6M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $196.3M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $177.6M
- 13F HOLDINGS REPORTQ/E Dec 20243 pos · $171.0M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $168.4M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $159.7M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $155.3M
Top 3 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 155,164 | $106.3M | 49.68% |
| 2 | VANGUARD INDEX FDS | 922908363 | 164,258 | $103.0M | 48.15% |
| 3 | SPDR S&P 500 ETF TR | SPY | 6,805 | $4.6M | 2.17% |