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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

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 Rebalances18
Last RebalanceMay 27, 2026

Posts by Creator

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Changes:NOW +8.0%CRWD +7.0%SKYT -1.6%LPTH -1.2%MOG.A -1.1%

$IRONDOME Adding service now and crowdstrike to the portfolio and reducing positions equally to make room for them without removing any assets at this time

Changes:RKLB +1.0%SKYT +1.0%RDW +1.0%LPTH +1.0%SATS +0.9%

Broad rebalance to take some earnings and reallocate based on continued negotiations, trends and expectations this week.

Changes:BIL +3.9%LASR +1.2%MOG.A +1.0%RTX +1.0%NOC +0.9%

Overall Rebalance to the portfolio with even allocation across the board including BIL to watch geopolitical events through holiday with an eye on activity in Cuba