I

IronDome

$IRONDOMELLeonard A.

About IronDome

A concentrated defense-focused equity strategy targeting companies positioned at the core of U.S. and allied military, aerospace, and national security operations. It combines traditional prime contractors with technology-driven defense firms to reflect the evolving nature of modern warfare, intelligence, and deterrence. The portfolio is structured to benefit from sustained defense investment, technological advancement, and long-term geopolitical trends. The strategy is however cyclical, regime-dependent, and only for long-term, risk-tolerant investors. Performance is driven by global defense dependent dynamics. This portfolio is speculative and requires independent due diligence.

About the Creator

L

Leonard A.

@L2

108

Copiers

Operator, founder and healthcare executive in NYC. Former institutional investor, continuing a lifelong obsession with observational investing.

I created multiple portfolios on dub as a private investor. They have a range of risk profiles, time horizons, and deliberate position sizing of companies and ETFs.

At this time, my core thesis centers around the normalization of robotics, artificial intelligence, advanced embedded intelligence, and space/ocean exploration, balanced with companies focused on global security, reindustrialization, and defense sector companies whose technology is needed to get us there.

I do not manage outside capital. I am not a financial advisor. These are personal investment strategies, not investment advice.

Activity

Total Rebalances25
Last RebalanceSep 4, 2026

Posts by Creator

See all
Changes:LPTH +3.3%CRWD +1.7%PLTR +0.5%SHLD +0.3%NOC +0.2%

$IRONDOME Reallocating some earnings primarily to push back into LPTH ahead of earnings report next week. Did not take an aggressive position at this time. Will continue to reassess.

Changes:CAT +8.0%NOC +1.0%LPTH +0.7%KTOS 0.0%ASTS -3.2%

Placing CAT back into the book to refocus on the original thesis and its position to reduce some volatility

Changes:PLTR +6.1%ASTS +3.9%RKLB +2.6%CRWD +2.4%KTOS +1.3%

Removing CAT and NOW from the book to reallocate across other positions