Iron Gate Global Advisors LLC
CIK 1131181 · View on SEC EDGAR ↗
- Portfolio value
- $1.0B
- Positions
- 109
- As of
- June 30, 2026
#2,398 of 9,443 by 13F value · top 25.4%
Portfolio value QoQ: +9.3% 13F does not disclose cash
- Top 10 holdings weight
- 70.76%
- Top 25 holdings weight
- 94.53%
- Positions above 1%
- 20
- Effective number of positions
- 17.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.75% Est. buys $49,228,853 · sells $37,105,308
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 71.2% still held
- New positions
- 10
- Increased
- 30
- Decreased
- 27
- Closed
- 6
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
26.1%
Communication Services
17.1%
Retail
11.2%
Financial Services
8.0%
Industrials
7.4%
Materials
3.2%
Healthcare
2.2%
Consumer Staples
1.9%
Consumer Discretionary
0.6%
Financials
0.6%
Consumer products
0.2%
Energy
0.1%
Utilities
0.0%
Communications
0.0%
Other/Unmapped
21.2%
Full portfolio 109 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $100,519,437 | 9.71% | 200,882 | $5,377,064 | Up ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $95,806,245 | 9.26% | 401,973 | $12,262,915 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $83,313,269 | 8.05% | 235,795 | $13,229,422 | Down ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $83,115,664 | 8.03% | 415,391 | $11,135,454 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $80,208,296 | 7.75% | 277,192 | $9,243,656 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $74,824,940 | 7.23% | 132,836 | $4,948,228 | Up ×3 | ||
| ICSH | $69,200,835 | 6.69% | 1,368,146 | $9,565,778 | Up ×6 | ||
| AXP American Express Company Common Stock | $55,398,273 | 5.35% | 163,779 | $6,445,160 | Up ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $54,848,990 | 5.30% | 147,040 | $9,330,501 | Up ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $34,986,343 | 3.38% | 484,844 | $455,052 | Up ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $33,800,909 | 3.27% | 99,117 | $17,872,476 | Down ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $31,198,339 | 3.01% | 106,414 | $39,048 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $27,700,115 | 2.68% | 145,998 | $-1,041,996 | Down ×4 | ||
| V Visa Inc. | $25,507,370 | 2.46% | 74,346 | $3,767,091 | Up ×2 | ||
| VYM | $19,830,215 | 1.92% | 125,484 | $1,760,162 | Up ×6 | ||
| HSY The Hershey Company Common Stock | $19,574,627 | 1.89% | 111,568 | $-2,967,643 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $18,495,956 | 1.79% | 259,047 | $-5,997,737 | Up ×3 | ||
| JNJ Johnson & Johnson Common Stock | $17,363,831 | 1.68% | 68,370 | $651,073 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $13,854,870 | 1.34% | 39,285 | $13,109,217 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $12,131,611 | 1.17% | 103,982 | $-2,488,344 | Up ×2 | ||
| SPY SPY | $5,842,708 | 0.56% | 7,824 | $823,524 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5,708,972 | 0.55% | 7,753 | $1,273,426 | Up ×1 | ||
| VTI | $5,543,671 | 0.54% | 14,981 | $672,049 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $5,476,506 | 0.53% | 5,143 | $1,831,662 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $3,955,866 | 0.38% | 34,927 | $-521,701 | Down ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $3,146,509 | 0.30% | 7,481 | $378,759 | Up ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $2,844,942 | 0.27% | 48,882 | $-420,098 | Down ×1 | ||
| VUG | $2,652,569 | 0.26% | 30,794 | $460,932 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2,582,713 | 0.25% | 6,061 | $414,875 | |||
| COST Costco Wholesale Corporation - Common Stock | $2,448,737 | 0.24% | 2,618 | $628,003 | Up ×2 | ||
| SMH SMH | $2,164,437 | 0.21% | 3,300 | $899,217 | |||
| CATY Cathay General Bancorp - Common Stock | $1,929,439 | 0.19% | 31,125 | $377,546 | |||
| PG Procter & Gamble Company (The) Common Stock | $1,881,759 | 0.18% | 12,833 | $28,232 | |||
| AVGO Broadcom Inc. - Common Stock | $1,521,577 | 0.15% | 4,028 | $280,460 | Up ×2 | ||
| VBR | $1,278,612 | 0.12% | 5,262 | $131,968 | Down ×1 | ||
| EMR Emerson Electric Company Common Stock | $1,224,648 | 0.12% | 8,555 | $103,772 | |||
| LLY Eli Lilly and Company Common Stock | $1,185,658 | 0.11% | 989 | $276,468 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,183,953 | 0.11% | 3,617 | $138,214 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,115,604 | 0.11% | 2,336 | $326,153 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1,037,935 | 0.10% | 8,077 | $67,200 | Up ×4 | ||
| MA Mastercard Incorporated Common Stock | $1,001,841 | 0.10% | 1,951 | $-136,951 | Down ×6 | ||
| SNOW Snowflake Inc. Common Stock | $996,113 | 0.10% | 3,914 | $315,010 | Down ×3 | ||
| PPG PPG Industries, Inc. Common Stock | $984,511 | 0.10% | 8,117 | $116,966 | |||
| CARR Carrier Global Corporation Common Stock | $969,027 | 0.09% | 13,211 | $225,116 | |||
| CVX Chevron Corporation Common Stock | $925,288 | 0.09% | 5,582 | $-206,869 | Up ×2 | ||
| MS Morgan Stanley Common Stock | $917,058 | 0.09% | 4,387 | $195,089 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $799,755 | 0.08% | 402 | $273,943 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $781,455 | 0.08% | 1,024 | $370,744 | Down ×2 | ||
| BRKA | $748,850 | 0.07% | 1 | $30,710 | |||
| XLK XLK | $741,313 | 0.07% | 3,891 | $251,444 | Up ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $659,381 | 0.06% | 8,343 | $-1,554 | Up ×2 | ||
| DE Deere & Company Common Stock | $653,360 | 0.06% | 1,030 | $73,161 | |||
| ANGX Angel Studios, Inc. Class A Common Stock | $601,608 | 0.06% | 163,926 | $101,634 | |||
| FCX Freeport-McMoRan, Inc. Common Stock | $598,335 | 0.06% | 9,514 | $39,102 | |||
| MCD McDonald's Corporation Common Stock | $578,463 | 0.06% | 2,140 | $-228,255 | Down ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $558,004 | 0.05% | 4,121 | $-193,026 | Down ×6 | ||
| VOO | $547,032 | 0.05% | 796 | $117,514 | Up ×5 | ||
| BAC Bank of America Corporation Common Stock | $531,339 | 0.05% | 9,325 | $76,306 | Down ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $518,709 | 0.05% | 2,180 | $66,708 | |||
| OTIS Otis Worldwide Corporation Common Stock | $474,708 | 0.05% | 6,630 | $-36,332 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $462,404 | 0.04% | 796 | ||||
| IVV | $422,374 | 0.04% | 564 | $9,545 | Down ×1 | ||
| GLD | $415,533 | 0.04% | 1,128 | $-209,248 | Down ×2 | ||
| SDY | $407,538 | 0.04% | 2,678 | $16,711 | |||
| HQY HealthEquity, Inc. - Common Stock | $393,615 | 0.04% | 4,358 | $-58,749 | Down ×3 | ||
| CMI Cummins Inc. Common Stock | $391,173 | 0.04% | 548 | $96,121 | |||
| XLU XLU | $390,042 | 0.04% | 8,603 | $-35,294 | Down ×2 | ||
| XLY XLY | $381,160 | 0.04% | 3,250 | $26,975 | |||
| ABBV AbbVie Inc. Common Stock | $374,440 | 0.04% | 1,488 | $49,727 | Down ×1 | ||
| YUM Yum! Brands, Inc. | $350,354 | 0.03% | 2,192 | $9,600 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $349,217 | 0.03% | 1,043 | $80,345 | Down ×1 | ||
| GE GE Aerospace Common Stock | $336,731 | 0.03% | 901 | $75,946 | Down ×3 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $331,891 | 0.03% | 5,760 | $-17,453 | |||
| BP BP p.l.c. Common Stock | $329,188 | 0.03% | 8,909 | $-89,535 | |||
| GEV GE Vernova Inc. Common Stock | $323,087 | 0.03% | 275 | $48,996 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $322,627 | 0.03% | 319 | $52,756 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $313,409 | 0.03% | 3,792 | $7,896 | Up ×2 | ||
| RSG Republic Services, Inc. Common Stock | $311,523 | 0.03% | 1,462 | $-8,684 | |||
| CORT Corcept Therapeutics Incorporated - Common Stock | $304,325 | 0.03% | 3,500 | ||||
| XLV XLV | $296,536 | 0.03% | 1,869 | $22,522 | |||
| PH Parker-Hannifin Corporation Common Stock | $295,392 | 0.03% | 302 | $25,030 | |||
| HWC Hancock Whitney Corporation - Common Stock | $286,028 | 0.03% | 3,828 | $42,605 | |||
| NEM Newmont Corporation | $285,991 | 0.03% | 3,062 | $-45,471 | |||
| RY Royal Bank Of Canada Common Stock | $285,826 | 0.03% | 1,381 | $62,408 | |||
| ORCL Oracle Corporation Common Stock | $284,845 | 0.03% | 1,944 | $-1,077 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $284,588 | 0.03% | 5,429 | $-15,039 | |||
| SRE DBA Sempra Common Stock | $278,130 | 0.03% | 3,000 | $-13,380 | |||
| PFE Pfizer, Inc. Common Stock | $268,385 | 0.03% | 11,146 | $-44,262 | Up ×2 | ||
| FNV Franco-Nevada Corporation | $268,262 | 0.03% | 1,287 | $-49,691 | |||
| CB Chubb Limited Common Stock | $266,118 | 0.03% | 781 | $11,567 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $263,448 | 0.03% | 2,400 | $31,920 | |||
| ORKA Oruka Therapeutics, Inc. - Common Stock | $261,718 | 0.03% | 2,750 | Up ×1 | |||
| SPYM | $259,773 | 0.03% | 2,956 | $33,521 | |||
| HWM Howmet Aerospace Inc. Common Stock | $256,761 | 0.02% | 955 | $36,672 | |||
| TEL TE Connectivity plc Ordinary Shares | $252,013 | 0.02% | 1,250 | $-9,262 | |||
| ISRG Intuitive Surgical, Inc. - Common Stock | $250,936 | 0.02% | 631 | $-39,949 | |||
| KNX Knight-Swift Transportation Holdings Inc. | $249,885 | 0.02% | 3,209 | Up ×1 | |||
| BSX Boston Scientific Corporation Common Stock | $248,312 | 0.02% | 5,818 | Up ×1 | |||
| SPXL | $239,814 | 0.02% | 886 | ||||
| DVY iShares Select Dividend ETF | $236,091 | 0.02% | 1,511 | $7,386 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| PANW | Trimmed | -237 | +$17.9M |
| GOOG | Trimmed | -8K | +$13.2M |
| AMZN | Bought more | +920 | +$12.3M |
| NVDA | Bought more | +3K | +$11.1M |
| ICSH | Bought more | +190K | +$9.6M |
| MSFT | Bought more | +24K | +$9.3M |
| AAPL | Trimmed | -2K | +$9.2M |
| AXP | Bought more | +2K | +$6.4M |
| NFLX | Bought more | +4K | -$6.0M |
| BRKB | Bought more | +2K | +$5.4M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GOOGL | June 30, 2026 | 98,403 | $28,296,735 | -4.0% |
| SNOW | June 30, 2025 | 54,843 | $8,015,853 | 43.4% |
| BILL | March 31, 2025 | 29,756 | $2,720,591 | 3.4% |
| XOM | June 30, 2026 | 10,130 | $1,718,656 | 22.5% |
| HQY | June 30, 2025 | 17,723 | $1,566,182 | 0.8% |
| CARR | June 30, 2025 | 13,407 | $850,004 | -17.2% |
| OTIS | June 30, 2025 | 6,728 | $694,330 | -27.6% |
| VGIT | March 31, 2025 | 11,408 | $661,673 | |
| CRWD | June 30, 2025 | 1,360 | $479,509 | -61.1% |
| FSK | June 30, 2025 | 19,565 | $423,571 | -41.6% |
| SPXL | March 31, 2026 | 1,686 | $371,948 | No longer tracked |
| CRM | March 31, 2026 | 1,353 | $358,456 | 10.2% |
| SGOL | March 31, 2026 | 7,790 | $320,013 | No longer tracked |
| AMD | March 31, 2025 | 2,521 | $304,512 | 353.6% |
| CORT | Dec. 31, 2025 | 3,500 | $291,568 | 241.6% |
| VZ | June 30, 2025 | 6,379 | $289,352 | 14.2% |
| T | June 30, 2026 | 9,155 | $265,400 | 22.0% |
| CMCSA | June 30, 2026 | 9,092 | $261,031 | 8.5% |
| TMO | March 31, 2025 | 487 | $253,449 | 24.5% |
| SLV | March 31, 2026 | 3,930 | $253,171 | No longer tracked |
| SPXL | June 30, 2025 | 1,747 | $245,261 | No longer tracked |
| ABBV | June 30, 2025 | 1,160 | $243,043 | 42.9% |
| CRWV | Dec. 31, 2025 | 1,731 | $237,095 | 28.2% |
| GE | March 31, 2025 | 1,413 | $235,674 | 76.4% |
| TPG | March 31, 2026 | 3,500 | $223,440 | 30.9% |
| TPG | March 31, 2025 | 3,500 | $219,940 | 11.8% |
| T | June 30, 2025 | 7,670 | $216,901 | -12.8% |
| NVO | June 30, 2026 | 5,888 | $216,384 | -3.0% |
| TDG | June 30, 2025 | 156 | $215,793 | -20.3% |
| HAL | June 30, 2026 | 5,411 | $210,975 | 6.1% |
| BA | Dec. 31, 2025 | 974 | $209,926 | 1.0% |
| WFC | Sept. 30, 2025 | 2,619 | $209,803 | 1.7% |
| GBCI | Dec. 31, 2025 | 4,287 | $208,241 | 8.1% |
| VRT | Dec. 31, 2025 | 1,380 | $207,504 | 58.9% |
| SPYM | March 31, 2025 | 2,968 | $204,614 | No longer tracked |
| GSY | June 30, 2025 | 4,072 | $204,089 | No longer tracked |
| BIL | Dec. 31, 2025 | 2,221 | $203,799 | No longer tracked |
| TCOM | March 31, 2026 | 2,830 | $203,505 | -7.5% |
| CINF | March 31, 2026 | 1,238 | $202,190 | 6.6% |
| CPB | June 30, 2025 | 5,055 | $201,796 | -22.5% |
| LMT | March 31, 2025 | 412 | $200,207 | 30.6% |
| FSK | Dec. 31, 2025 | 12,431 | $185,536 | -18.2% |
| VRT | June 30, 2025 | 212,700 | $153,569 | 100.5% |
| PL | Dec. 31, 2025 | 10,000 | $130,000 | 12.4% |
| PDSB | June 30, 2025 | 75,016 | $89,269 | -84.8% |
| GAMB | Dec. 31, 2025 | 10,250 | $83,546 | No longer tracked |
| PL | June 30, 2025 | 10,600 | $35,828 | 263.4% |
| APG | June 30, 2025 | 60,000 | $21,456 | 22.7% |
| WGHTQ | June 30, 2025 | 17,250 | $9,015 | No longer tracked |
| MRNA | June 30, 2025 | 20,000 | $5,670 | 419.2% |
| DTCB | June 30, 2025 | 12,650 | $2,123 | No longer tracked |