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Ironclad Investments Portfolio holdings

AUM $233M
1-Year Est. Return 20.76%
This Fund
S&P 500
This Quarter Est. Return
-4.58%
1 Year Est. Return
+20.76%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
+$6.65M
Cap. Flow
+$15.2M
Cap. Flow %
8.58%
Top 10 Hldgs %
100%
Holding
3
New
–
Increased
2
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.99M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.24M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$890B
$89.4M 50.33%
159,114
+16,919
+12% +$9.99M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.02T
$84.4M 47.52%
164,258
+9,700
+6% +$5.24M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$805B
$3.81M 2.14%
6,805
– –

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BS
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DKCM
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SICM
Sustainable Insight Capital Management New York $233M AUM 40.17% 1-Year Est. Return
LAM
LECAP Asset Management London, United Kingdom $233M AUM 14.72% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return

Ironclad Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Ironclad Investments held 3 positions worth $178M, up 3.9% from $171M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Ironclad Investments deployed $15.2M of net new capital in Q1 2025, adding to 2 existing holdings.

  • Ironclad Investments added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $9.99M increase.
  • Ironclad Investments's ten largest holdings make up 100% of its $178M portfolio in Q1 2025.
  • Ironclad Investments opened 0 new positions and closed 0 in Q1 2025.
  • Ironclad Investments's portfolio value rose 3.9% quarter-over-quarter to $178M.

Based on Ironclad Investments's 13F filing for Q1 2025, filed 15 May 2025.