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Ironclad Investments LLC: 13F Stock Holdings & Portfolio (Q2 2026)
Ironclad Investments LLCCIK: 0001824600
Concentrated strategyQuality / disciplined sizingLong-term holder
Total reported value
$233.0M
Reporting period: 2026-06-30 · Number of holdings: 3
Ironclad Investments LLC disclosed 3 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $233.0M and a quarterly turnover rate of 13.3%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 13.29
- Momentum
- 50
- Sector conviction
- 0
- Diversification
- 6
- Sizing Uniformity
- 91.91
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim IVV
-1.0% $13.7M
Add VOO
0.0% $14.7M
Add SPY
0.0% $656.2K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 49.39% | -0.31% | -0.98% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 48.43% | +0.30% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.18% | +0.01% | — |
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+20.7%
- Stdev
- +12.1%
- Beta
- +1
- Alpha
- +0.2%
- Max Drawdown
- -7.5%
- Annualized Perf
- +19.6%
- Batting Avg vs S&P
- +60%
- Sortino
- +3.24
- Stutzer
- +0.45
- Treynor
- +0.19
- Sterling
- +1.18
- Calmar
- +2.61
- Information Ratio
- +0.64
- Tracking Error
- +0.4%
- Stdev Down
- +5.8%
- Winning Months %
- +70%
- Losing Months %
- +30%
- Best 12 Months
- +31.1%
- Worst 12 Months
- +8.3%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.54
- Stdev Sectors
- —
- Skewness
- +0.08
- Kurtosis
- +0.26
- Upside Potential
- +4.76
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
Holding changes this quarter
Ironclad Investments LLC's most significant position changes for 2026-06-30: Trim: Ishares Core S&p 500 ETF (IVV) — shares -0.98%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.3% | — | Unchanged |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 3 | IVV | Ishares Core S&p 500 ETF | -0.3% | -0.98% | Trim |
Filing History
FAQ
What is Ironclad Investments LLC and what type of investor is it?
Ironclad Investments LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $233.0M, spread across 3 disclosed positions.
What are Ironclad Investments LLC's largest equity positions?
Based on the latest 13F filing, Ironclad Investments LLC's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $115.1M (49.4%)
2. Vanguard S&p 500 ETF (VOO) — $112.8M (48.4%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $5.1M (2.2%)
What changes did Ironclad Investments LLC make in its most recent portfolio filing?
In the latest quarter, Ironclad Investments LLC took a more defensive posture — trimming 1 positions and completely exiting 0 holdings. The largest of these moves: Trim: Ishares Core S&p 500 ETF (IVV) — shares -0.98%
What sectors does Ironclad Investments LLC focus on?
Sector breakdown data is not yet available for Ironclad Investments LLC. Check back after the next 13F processing cycle.
Investment Profile
Ironclad Investments LLC returned an annualized 19.6% over the trailing 30 months — outperforming the S&P 500 by 0.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 60% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
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Developer Access
Access Ironclad Investments LLC's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/ironclad-investments-llcCLI
npx alphasmo institutions get ironclad-investments-llc