Fund Universe

← Fund Universe

☆Ironclad Investments LLC

CIK 0001824600 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.912
AUM ($M)
233
Positions
3
Turnover
0.00
Top-10 wt
100%
Herfindahl
0.479
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 3 positions · portfolio value $233M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 49.4% -0.3% 115.1 153,639 -1,525 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 48.4% +0.3% 112.8 164,258 +0 5 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 2.2% +0.0% 5.1 6,805 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 233 3 0.00 100% 0.479 0.912 — in
2026Q1 204 3 0.00 100% 0.479 0.906 — in
2025Q4 214 3 0.00 100% 0.479 0.891 — in
2025Q3 211 3 0.00 100% 0.479 0.893 — in
2025Q2 196 3 0.00 100% 0.480 0.906 — entered
2025Q1 178 3 0.00 100% 0.480 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status