Latest Ironclad Investments LLC Stock Portfolio
$159Million– No. of Holdings #3
About Ironclad Investments LLC and 13F Hedge Fund Stock Holdings
Ironclad Investments LLC is a hedge fund based in MAITLAND, FL. On 13-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $136 Millions. In it's latest 13F Holdings report, Ironclad Investments LLC reported an equity portfolio of $159.7 Millions as of 30 Jun, 2024.
The top stock holdings of Ironclad Investments LLC are IJR, VB, SPY. The fund has invested 49.3% of it's portfolio in ISHARES TR and 48.4% of portfolio in VANGUARD INDEX FDS .
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB).
The top stock holdings of Ironclad Investments LLC are IJR, VB, SPY. The fund has invested 49.3% of it's portfolio in ISHARES TR and 48.4% of portfolio in VANGUARD INDEX FDS .
They significantly reduced their stock positions in VANGUARD INDEX FDS (VB).
Ironclad Investments LLC Equity Portfolio Value
Last Reported on: 13 Aug, 2024
Ironclad Investments LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -2.4 |
Ironclad Investments LLC reduced stake in above stock
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 4.1 % | |
| SPY | 4.0 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 3.1 M | |
| SPY | 0.1 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Ironclad Investments LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ironclad Investments LLC
Last Reported on: 13 Aug, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| IJR | ishares tr | 49.27 | 143,775 | 78,678,000 | unchanged | 0.00 | ||
| SPY | spdr s&p 500 etf tr | 2.32 | 6,805 | 3,703,420 | unchanged | 0.00 | ||
| VB | vanguard index fds | 48.41 | 154,558 | 77,299,100 | reduced | -2.4 | ||