# Iron Gate Global Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1131181. Source: https://holderbook.com/funds/1131181-iron-gate-global-advisors-llc/

- Reported value: $1.0B
- Positions: 109
- Weight of the ten largest: 70.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $100.5M | 200,882 | 9.7% | 26 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $95.8M | 401,973 | 9.3% | 26 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $83.3M | 235,795 | 8.1% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $83.1M | 415,391 | 8.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $80.2M | 277,192 | 7.8% | 26 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $74.8M | 132,836 | 7.2% | 31 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $69.2M | 1,368,146 | 6.7% | 22 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $55.4M | 163,779 | 5.4% | 26 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $54.8M | 147,040 | 5.3% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $35.0M | 484,844 | 3.4% | 12 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $33.8M | 99,117 | 3.3% | 5 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $31.2M | 106,414 | 3.0% | 10 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $27.7M | 145,998 | 2.7% | 16 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $25.5M | 74,346 | 2.5% | 30 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $19.8M | 125,484 | 1.9% | 29 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $19.6M | 111,568 | 1.9% | 10 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $18.5M | 259,047 | 1.8% | 25 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $17.4M | 68,370 | 1.7% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $13.9M | 39,285 | 1.3% | 25 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $12.1M | 103,982 | 1.2% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.8M | 7,824 | 0.6% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.7M | 7,753 | 0.6% | 20 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.5M | 14,981 | 0.5% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $5.5M | 5,143 | 0.5% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $4.0M | 34,927 | 0.4% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.1M | 7,481 | 0.3% | 13 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $2.8M | 48,882 | 0.3% | 14 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.7M | 30,794 | 0.3% | 25 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $2.6M | 6,061 | 0.2% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.4M | 2,618 | 0.2% | 25 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $2.2M | 3,300 | 0.2% | 9 |
| CATHAY GEN BANCORP | [CATY](https://holderbook.com/stocks/CATY/) | $1.9M | 31,125 | 0.2% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.9M | 12,833 | 0.2% | 16 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.5M | 4,028 | 0.1% | 15 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.3M | 5,262 | 0.1% | 22 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $1.2M | 8,555 | 0.1% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.2M | 989 | 0.1% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.2M | 3,617 | 0.1% | 25 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $1.1M | 2,336 | 0.1% | 10 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.0M | 8,077 | 0.1% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.0M | 1,951 | 0.1% | 25 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $996.1K | 3,914 | 0.1% | 4 |
| PPG INDS INC | [PPG](https://holderbook.com/stocks/PPG/) | $984.5K | 8,117 | 0.1% | 31 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $969.0K | 13,211 | 0.1% | 4 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $925.3K | 5,582 | 0.1% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $917.1K | 4,387 | 0.1% | 9 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $799.8K | 402 | 0.1% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $781.5K | 1,024 | 0.1% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.1% | 8 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $741.3K | 3,891 | 0.1% | 6 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $659.4K | 8,343 | 0.1% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $653.4K | 1,030 | 0.1% | 24 |
| ANGEL STUDIOS INC | [ANGX](https://holderbook.com/stocks/ANGX/) | $601.6K | 163,926 | 0.1% | 3 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $598.3K | 9,514 | 0.1% | 15 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $578.5K | 2,140 | 0.1% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $558.0K | 4,121 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $547.0K | 796 | 0.1% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $531.3K | 9,325 | 0.1% | 5 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $518.7K | 2,180 | 0.1% | 22 |
| OTIS WORLDWIDE CORP | [OTIS](https://holderbook.com/stocks/OTIS/) | $474.7K | 6,630 | 0.0% | 4 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $462.4K | 796 | 0.0% | 1 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $422.4K | 564 | 0.0% | 9 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $415.5K | 1,128 | 0.0% | 26 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $407.5K | 2,678 | 0.0% | 15 |
| HEALTHEQUITY INC | [HQY](https://holderbook.com/stocks/HQY/) | $393.6K | 4,358 | 0.0% | 4 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $391.2K | 548 | 0.0% | 4 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $390.0K | 8,603 | 0.0% | 25 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $381.2K | 3,250 | 0.0% | 13 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $374.4K | 1,488 | 0.0% | 4 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $350.4K | 2,192 | 0.0% | 25 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $349.2K | 1,043 | 0.0% | 2 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $336.7K | 901 | 0.0% | 4 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $331.9K | 5,760 | 0.0% | 31 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $329.2K | 8,909 | 0.0% | 2 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $323.1K | 275 | 0.0% | 5 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $322.6K | 319 | 0.0% | 2 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $313.4K | 3,792 | 0.0% | 14 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $311.5K | 1,462 | 0.0% | 5 |
| CORCEPT THERAPEUTICS INC | [CORT](https://holderbook.com/stocks/CORT/) | $304.3K | 3,500 | 0.0% | 1 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $296.5K | 1,869 | 0.0% | 6 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $295.4K | 302 | 0.0% | 5 |
| HANCOCK WHITNEY CORPORATION | [HWC](https://holderbook.com/stocks/HWC/) | $286.0K | 3,828 | 0.0% | 6 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $286.0K | 3,062 | 0.0% | 4 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $285.8K | 1,381 | 0.0% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $284.8K | 1,944 | 0.0% | 6 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $284.6K | 5,429 | 0.0% | 2 |
| SEMPRA | [SRE](https://holderbook.com/stocks/SRE/) | $278.1K | 3,000 | 0.0% | 19 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $268.4K | 11,146 | 0.0% | 31 |
| FRANCO NEV CORP | [FNV](https://holderbook.com/stocks/FNV/) | $268.3K | 1,287 | 0.0% | 25 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $266.1K | 781 | 0.0% | 5 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $263.4K | 2,400 | 0.0% | 31 |
| ORUKA THERAPEUTICS INC | [ORKA](https://holderbook.com/stocks/ORKA/) | $261.7K | 2,750 | 0.0% | 1 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $259.8K | 2,956 | 0.0% | 4 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $256.8K | 955 | 0.0% | 2 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $252.0K | 1,250 | 0.0% | 5 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $250.9K | 631 | 0.0% | 2 |
| KNIGHT-SWIFT TRANSN HLDGS IN | [KNX](https://holderbook.com/stocks/KNX/) | $249.9K | 3,209 | 0.0% | 1 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $248.3K | 5,818 | 0.0% | 1 |
| DIREXION SHARES ETF TRUST | [SPXL](https://holderbook.com/stocks/SPXL/) | $239.8K | 886 | 0.0% | 1 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $236.1K | 1,511 | 0.0% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.9% | +14.8% | -5.9% | 100% |
| Q1 2026 | -6.8% | -4.6% | -2.2% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.4% | 98% |
| Q3 2025 | +8.7% | +7.8% | +0.9% | 100% |
| Q2 2025 | +12.8% | +10.5% | +2.3% | 100% |
| Q1 2025 | -3.4% | -4.6% | +1.1% | 100% |
| Q4 2024 | +4.5% | +2.1% | +2.3% | 100% |
| Q3 2024 | +5.9% | +5.4% | +0.4% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.0B | 109 |
| Q1 2026 | $946.7M | 105 |
| Q4 2025 | $976.6M | 100 |
| Q3 2025 | $979.1M | 103 |
| Q2 2025 | $897.3M | 83 |
| Q1 2025 | $725.5M | 95 |
| Q4 2024 | $708.9M | 87 |
| Q3 2024 | $647.0M | 90 |
| Q2 2024 | $606.3M | 88 |
| Q1 2024 | $562.4M | 89 |
| Q4 2023 | $505.8M | 88 |
| Q3 2023 | $444.6M | 84 |