Iron Gate Global Advisors LLC
CIK 1131181 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.0B
- Posisi
- 109
- Per tanggal
- 30 Juni 2026
#2.398 dari 9.443 berdasarkan nilai 13F · top 25.4%
Nilai portofolio QoQ: +9.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,76%
- Bobot 25 kepemilikan teratas
- 94,53%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 17,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 3,75% Perkiraan pembelian $49.228.853 · penjualan $37.105.308
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 71,2% masih dipegang
- Posisi baru
- 10
- Meningkat
- 30
- Menurun
- 27
- Tertutup
- 6
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
21,2%
Portofolio lengkap 109 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BRKB | $100.519.437 | 9,71% | 200.882 | $5.377.064 | Naik ×6 | ||
| AMZN Amazon.com, Inc. - Common Stock | $95.806.245 | 9,26% | 401.973 | $12.262.915 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $83.313.269 | 8,05% | 235.795 | $13.229.422 | Turun ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $83.115.664 | 8,03% | 415.391 | $11.135.454 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $80.208.296 | 7,75% | 277.192 | $9.243.656 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $74.824.940 | 7,23% | 132.836 | $4.948.228 | Naik ×3 | ||
| ICSH | $69.200.835 | 6,69% | 1.368.146 | $9.565.778 | Naik ×6 | ||
| AXP American Express Company Common Stock | $55.398.273 | 5,35% | 163.779 | $6.445.160 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $54.848.990 | 5,30% | 147.040 | $9.330.501 | Naik ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $34.986.343 | 3,38% | 484.844 | $455.052 | Naik ×6 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $33.800.909 | 3,27% | 99.117 | $17.872.476 | Turun ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $31.198.339 | 3,01% | 106.414 | $39.048 | Turun ×1 | ||
| RTX RTX Corporation Common Stock | $27.700.115 | 2,68% | 145.998 | $-1.041.996 | Turun ×4 | ||
| V Visa Inc. | $25.507.370 | 2,46% | 74.346 | $3.767.091 | Naik ×2 | ||
| VYM | $19.830.215 | 1,92% | 125.484 | $1.760.162 | Naik ×6 | ||
| HSY The Hershey Company Common Stock | $19.574.627 | 1,89% | 111.568 | $-2.967.643 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $18.495.956 | 1,79% | 259.047 | $-5.997.737 | Naik ×3 | ||
| JNJ Johnson & Johnson Common Stock | $17.363.831 | 1,68% | 68.370 | $651.073 | Turun ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $13.854.870 | 1,34% | 39.285 | $13.109.217 | Naik ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $12.131.611 | 1,17% | 103.982 | $-2.488.344 | Naik ×2 | ||
| SPY SPY | $5.842.708 | 0,56% | 7.824 | $823.524 | Naik ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5.708.972 | 0,55% | 7.753 | $1.273.426 | Naik ×1 | ||
| VTI | $5.543.671 | 0,54% | 14.981 | $672.049 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $5.476.506 | 0,53% | 5.143 | $1.831.662 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $3.955.866 | 0,38% | 34.927 | $-521.701 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $3.146.509 | 0,30% | 7.481 | $378.759 | Naik ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $2.844.942 | 0,27% | 48.882 | $-420.098 | Turun ×1 | ||
| VUG | $2.652.569 | 0,26% | 30.794 | $460.932 | Naik ×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 | Naik ×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 | Naik ×2 | ||
| VBR | $1.278.612 | 0,12% | 5.262 | $131.968 | Turun ×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 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.183.953 | 0,11% | 3.617 | $138.214 | Naik ×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 | Naik ×4 | ||
| MA Mastercard Incorporated Common Stock | $1.001.841 | 0,10% | 1.951 | $-136.951 | Turun ×6 | ||
| SNOW Snowflake Inc. Common Stock | $996.113 | 0,10% | 3.914 | $315.010 | Turun ×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 | Naik ×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 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $781.455 | 0,08% | 1.024 | $370.744 | Turun ×2 | ||
| BRKA | $748.850 | 0,07% | 1 | $30.710 | |||
| XLK XLK | $741.313 | 0,07% | 3.891 | $251.444 | Naik ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $659.381 | 0,06% | 8.343 | $-1.554 | Naik ×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 | Turun ×3 | ||
| PEP PepsiCo, Inc. - Common Stock | $558.004 | 0,05% | 4.121 | $-193.026 | Turun ×6 | ||
| VOO | $547.032 | 0,05% | 796 | $117.514 | Naik ×5 | ||
| BAC Bank of America Corporation Common Stock | $531.339 | 0,05% | 9.325 | $76.306 | Turun ×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 | Turun ×1 | ||
| GLD | $415.533 | 0,04% | 1.128 | $-209.248 | Turun ×2 | ||
| SDY | $407.538 | 0,04% | 2.678 | $16.711 | |||
| HQY HealthEquity, Inc. - Common Stock | $393.615 | 0,04% | 4.358 | $-58.749 | Turun ×3 | ||
| CMI Cummins Inc. Common Stock | $391.173 | 0,04% | 548 | $96.121 | |||
| XLU XLU | $390.042 | 0,04% | 8.603 | $-35.294 | Turun ×2 | ||
| XLY XLY | $381.160 | 0,04% | 3.250 | $26.975 | |||
| ABBV AbbVie Inc. Common Stock | $374.440 | 0,04% | 1.488 | $49.727 | Turun ×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 | Turun ×1 | ||
| GE GE Aerospace Common Stock | $336.731 | 0,03% | 901 | $75.946 | Turun ×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 | Turun ×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 | Naik ×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 | Naik ×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 | Naik ×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 | Naik ×1 | |||
| BSX Boston Scientific Corporation Common Stock | $248.312 | 0,02% | 5.818 | Naik ×1 | |||
| SPXL | $239.814 | 0,02% | 886 | ||||
| DVY iShares Select Dividend ETF | $236.091 | 0,02% | 1.511 | $7.386 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| BRKB | $100.519.437 | 9,71% | naik ×6 |
| META | $74.824.940 | 7,23% | naik ×3 |
| ICSH | $69.200.835 | 6,69% | naik ×6 |
| UBER | $34.986.343 | 3,38% | naik ×6 |
| VYM | $19.830.215 | 1,92% | naik ×6 |
| NFLX | $18.495.956 | 1,79% | naik ×3 |
| TSLA | $3.146.509 | 0,30% | naik ×6 |
| MRK | $1.037.935 | 0,10% | naik ×4 |
| VOO | $547.032 | 0,05% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| PANW | Dipangkas | -237 | +$17.9M |
| GOOG | Dipangkas | -8K | +$13.2M |
| AMZN | Beli lebih banyak | +920 | +$12.3M |
| NVDA | Beli lebih banyak | +3K | +$11.1M |
| ICSH | Beli lebih banyak | +190K | +$9.6M |
| MSFT | Beli lebih banyak | +24K | +$9.3M |
| AAPL | Dipangkas | -2K | +$9.2M |
| AXP | Beli lebih banyak | +2K | +$6.4M |
| NFLX | Beli lebih banyak | +4K | -$6.0M |
| BRKB | Beli lebih banyak | +2K | +$5.4M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| GOOGL | 30 Juni 2026 | 98.403 | $28.296.735 | -4,0% |
| SNOW | 30 Juni 2025 | 54.843 | $8.015.853 | 43,4% |
| BILL | 31 Maret 2025 | 29.756 | $2.720.591 | 3,4% |
| XOM | 30 Juni 2026 | 10.130 | $1.718.656 | 22,5% |
| HQY | 30 Juni 2025 | 17.723 | $1.566.182 | 0,8% |
| CARR | 30 Juni 2025 | 13.407 | $850.004 | -17,2% |
| OTIS | 30 Juni 2025 | 6.728 | $694.330 | -27,6% |
| VGIT | 31 Maret 2025 | 11.408 | $661.673 | |
| CRWD | 30 Juni 2025 | 1.360 | $479.509 | -61,1% |
| FSK | 30 Juni 2025 | 19.565 | $423.571 | -41,6% |
| SPXL | 31 Maret 2026 | 1.686 | $371.948 | Tidak lagi dilacak |
| CRM | 31 Maret 2026 | 1.353 | $358.456 | 10,2% |
| SGOL | 31 Maret 2026 | 7.790 | $320.013 | Tidak lagi dilacak |
| AMD | 31 Maret 2025 | 2.521 | $304.512 | 353,6% |
| CORT | 31 Des. 2025 | 3.500 | $291.568 | 241,6% |
| VZ | 30 Juni 2025 | 6.379 | $289.352 | 14,2% |
| T | 30 Juni 2026 | 9.155 | $265.400 | 22,0% |
| CMCSA | 30 Juni 2026 | 9.092 | $261.031 | 8,5% |
| TMO | 31 Maret 2025 | 487 | $253.449 | 24,5% |
| SLV | 31 Maret 2026 | 3.930 | $253.171 | Tidak lagi dilacak |
| SPXL | 30 Juni 2025 | 1.747 | $245.261 | Tidak lagi dilacak |
| ABBV | 30 Juni 2025 | 1.160 | $243.043 | 42,9% |
| CRWV | 31 Des. 2025 | 1.731 | $237.095 | 28,2% |
| GE | 31 Maret 2025 | 1.413 | $235.674 | 76,4% |
| TPG | 31 Maret 2026 | 3.500 | $223.440 | 30,9% |
| TPG | 31 Maret 2025 | 3.500 | $219.940 | 11,8% |
| T | 30 Juni 2025 | 7.670 | $216.901 | -12,8% |
| NVO | 30 Juni 2026 | 5.888 | $216.384 | -3,0% |
| TDG | 30 Juni 2025 | 156 | $215.793 | -20,3% |
| HAL | 30 Juni 2026 | 5.411 | $210.975 | 6,1% |
| BA | 31 Des. 2025 | 974 | $209.926 | 1,0% |
| WFC | 30 Sep. 2025 | 2.619 | $209.803 | 1,7% |
| GBCI | 31 Des. 2025 | 4.287 | $208.241 | 8,1% |
| VRT | 31 Des. 2025 | 1.380 | $207.504 | 58,9% |
| SPYM | 31 Maret 2025 | 2.968 | $204.614 | Tidak lagi dilacak |
| GSY | 30 Juni 2025 | 4.072 | $204.089 | Tidak lagi dilacak |
| BIL | 31 Des. 2025 | 2.221 | $203.799 | Tidak lagi dilacak |
| TCOM | 31 Maret 2026 | 2.830 | $203.505 | -7,5% |
| CINF | 31 Maret 2026 | 1.238 | $202.190 | 6,6% |
| CPB | 30 Juni 2025 | 5.055 | $201.796 | -22,5% |
| LMT | 31 Maret 2025 | 412 | $200.207 | 30,6% |
| FSK | 31 Des. 2025 | 12.431 | $185.536 | -18,2% |
| VRT | 30 Juni 2025 | 212.700 | $153.569 | 100,5% |
| PL | 31 Des. 2025 | 10.000 | $130.000 | 12,4% |
| PDSB | 30 Juni 2025 | 75.016 | $89.269 | -84,8% |
| GAMB | 31 Des. 2025 | 10.250 | $83.546 | Tidak lagi dilacak |
| PL | 30 Juni 2025 | 10.600 | $35.828 | 263,4% |
| APG | 30 Juni 2025 | 60.000 | $21.456 | 22,7% |
| WGHTQ | 30 Juni 2025 | 17.250 | $9.015 | Tidak lagi dilacak |
| MRNA | 30 Juni 2025 | 20.000 | $5.670 | 419,2% |
| DTCB | 30 Juni 2025 | 12.650 | $2.123 | Tidak lagi dilacak |