Iron Gate Global Advisors LLC
Reported holdings as of Q2 2026, from 31 quarterly filings.
This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRKB | $100.5M | 200,882 | -0.34pp | 26q | +1.2%+$1.2M | |
| AMAZON COM INC | AMZN | $95.8M | 401,973 | +0.43pp | 26q | HELD | |
| ALPHABET INC | GOOG | $83.3M | 235,795 | +0.65pp | 31q | -3.5%-$3.0M | |
| NVIDIA CORPORATION | NVDA | $83.1M | 415,391 | +0.43pp | 31q | +0.7%+$553.6K | |
| APPLE INC | AAPL | $80.2M | 277,192 | +0.25pp | 26q | -0.9%-$702.6K | |
| META PLATFORMS INC | META | $74.8M | 132,836 | -0.15pp | 31q | +8.8%+$6.0M | |
| ISHARES TR | ICSH | $69.2M | 1,368,146 | +0.39pp | 22q | +16.1%+$9.6M | |
| AMERICAN EXPRESS CO | AXP | $55.4M | 163,779 | +0.18pp | 26q | +1.2%+$656.2K | |
| MICROSOFT CORP | MSFT | $54.8M | 147,040 | +0.49pp | 31q | +19.6%+$9.0M | |
| UBER TECHNOLOGIES INC | UBER | $35.0M | 484,844 | -0.27pp | 12q | +1.0%+$344.6K | |
| PALO ALTO NETWORKS INC | PANW | $33.8M | 99,117 | +1.58pp | 5q | HELD | |
| AIR PRODUCTS AND CHEMICALS I | APD | $31.2M | 106,414 | -0.28pp | 10q | -0.8%-$249.5K | |
| RTX CORPORATION | RTX | $27.7M | 145,998 | -0.36pp | 16q | -2.0%-$569.6K | |
| VISA INC | V | $25.5M | 74,346 | +0.17pp | 30q | +3.4%+$828.6K | |
| VANGUARD WHITEHALL FDS | VYM | $19.8M | 125,484 | +0.01pp | 29q | +2.8%+$548.5K | |
| HERSHEY CO | HSY | $19.6M | 111,568 | -0.49pp | 10q | +2.9%+$549.9K | |
| NETFLIX INC | NFLX | $18.5M | 259,047 | -0.80pp | 25q | +1.7%+$301.5K | |
| JOHNSON & JOHNSON | JNJ | $17.4M | 68,370 | -0.09pp | 31q | HELD | |
| HOME DEPOT INC | HD | $13.9M | 39,285 | +1.26pp | 25q | +1632.9%+$13.1M | |
| PALANTIR TECHNOLOGIES INC | PLTR | $12.1M | 103,982 | -0.37pp | 7q | +4.0%+$471.0K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $5.8M | 7,824 | +0.03pp | 31q | +1.4%+$79.2K | |
| INVESCO QQQ TR | QQQ | $5.7M | 7,753 | +0.08pp | 20q | +0.9%+$51.5K | |
| VANGUARD INDEX FDS | VTI | $5.5M | 14,981 | +0.02pp | 31q | -1.3%-$75.5K | |
| CATERPILLAR INC | CAT | $5.5M | 5,143 | +0.14pp | 31q | HELD | |
| WALMART INC | WMT | $4.0M | 34,927 | -0.09pp | 31q | -3.1%-$125.0K | |
| TESLA INC | TSLA | $3.1M | 7,481 | +0.01pp | 13q | HELD | |
| VANGUARD SCOTTSDALE FDS | VGSH | $2.8M | 48,882 | -0.07pp | 14q | -12.4%-$401.2K | |
| VANGUARD INDEX FDS | VUG | $2.7M | 30,794 | +0.02pp | 25q | +513.7%+$2.2M | |
| EATON CORP PLC | ETN | $2.6M | 6,061 | +0.02pp | 31q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $2.4M | 2,618 | +0.04pp | 25q | +43.3%+$739.9K | |
| VANECK ETF TRUST | SMH | $2.2M | 3,300 | +0.08pp | 9q | HELD | |
| CATHAY GEN BANCORP | CATY | $1.9M | 31,125 | +0.02pp | 31q | HELD | |
| PROCTER & GAMBLE CO | PG | $1.9M | 12,833 | -0.01pp | 16q | HELD | |
| BROADCOM INC | AVGO | $1.5M | 4,028 | +0.02pp | 15q | HELD | |
| VANGUARD INDEX FDS | VBR | $1.3M | 5,262 | flat | 22q | HELD | |
| EMERSON ELEC CO | EMR | $1.2M | 8,555 | flat | 7q | HELD | |
| ELI LILLY & CO | LLY | $1.2M | 989 | +0.02pp | 6q | HELD | |
| JPMORGAN CHASE & CO | JPM | $1.2M | 3,617 | flat | 25q | +1.7%+$20.3K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $1.1M | 2,336 | +0.02pp | 10q | HELD | |
| MERCK & CO INC | MRK | $1.0M | 8,077 | flat | 31q | HELD | |
| MASTERCARD INCORPORATED | MA | $1.0M | 1,951 | -0.02pp | 25q | -14.4%-$168.4K | |
| SNOWFLAKE INC | SNOW | $996.1K | 3,914 | +0.02pp | 4q | -13.3%-$153.2K | |
| PPG INDS INC | PPG | $984.5K | 8,117 | flat | 31q | HELD | |
| CARRIER GLOBAL CORPORATION | CARR | $969.0K | 13,211 | +0.02pp | 4q | HELD | |
| CHEVRON CORPORATION | CVX | $925.3K | 5,582 | -0.03pp | 31q | +2.0%+$18.2K | |
| MORGAN STANLEY | MS | $917.1K | 4,387 | +0.01pp | 9q | HELD | |
| ASML HLDG NV | ASML | $799.8K | 402 | +0.02pp | 3q | +1.0%+$8.0K | |
| CROWDSTRIKE HLDGS INC | CRWD | $781.5K | 1,024 | +0.03pp | 4q | -2.7%-$21.4K | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $748.9K | 1 | flat | 8q | HELD | |
| SELECT SECTOR SPDR TR | XLK | $741.3K | 3,891 | +0.02pp | 6q | +5.6%+$39.1K | |
| VANGUARD SCOTTSDALE FDS | VCSH | $659.4K | 8,343 | -0.01pp | 3q | HELD | |
| DEERE & CO | DE | $653.4K | 1,030 | flat | 24q | HELD | |
| ANGEL STUDIOS INC | ANGX | $601.6K | 163,926 | +0.01pp | 3q | HELD | |
| FREEPORT-MCMORAN INC | FCX | $598.3K | 9,514 | flat | 15q | HELD | |
| MCDONALDS CORP | MCD | $578.5K | 2,140 | -0.03pp | 31q | -17.6%-$123.3K | |
| PEPSICO INC | PEP | $558.0K | 4,121 | -0.03pp | 31q | -14.8%-$96.8K | |
| VANGUARD INDEX FDS | VOO | $547.0K | 796 | +0.01pp | 31q | +10.7%+$52.9K | |
| BANK OF AMER CORP | BAC | $531.3K | 9,325 | flat | 5q | HELD | |
| ALLSTATE CORP | ALL | $518.7K | 2,180 | flat | 22q | HELD | |
| OTIS WORLDWIDE CORP | OTIS | $474.7K | 6,630 | -0.01pp | 4q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $462.4K | 796 | - | new | NEW | |
| ISHARES TR | IVV | $422.4K | 564 | flat | 9q | -10.8%-$50.9K | |
| SPDR GOLD TR | GLD | $415.5K | 1,128 | -0.03pp | 26q | -22.3%-$119.4K | |
| SPDR SERIES TRUST | SDY | $407.5K | 2,678 | flat | 15q | HELD | |
| HEALTHEQUITY INC | HQY | $393.6K | 4,358 | -0.01pp | 4q | -19.5%-$95.3K | |
| CUMMINS INC | CMI | $391.2K | 548 | +0.01pp | 4q | HELD | |
| SELECT SECTOR SPDR TR | XLU | $390.0K | 8,603 | -0.01pp | 25q | -7.2%-$30.2K | |
| SELECT SECTOR SPDR TR | XLY | $381.2K | 3,250 | flat | 13q | HELD | |
| ABBVIE INC | ABBV | $374.4K | 1,488 | flat | 4q | HELD | |
| YUM BRANDS INC | YUM | $350.4K | 2,192 | flat | 25q | HELD | |
| VERTIV HOLDINGS CO | VRT | $349.2K | 1,043 | +0.01pp | 2q | -2.8%-$10.0K | |
| GE AEROSPACE | GE | $336.7K | 901 | flat | 4q | -2.0%-$6.7K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $331.9K | 5,760 | flat | 31q | HELD | |
| BP PLC | BP | $329.2K | 8,909 | -0.01pp | 2q | HELD | |
| GE VERNOVA INC | GEV | $323.1K | 275 | flat | 5q | -12.4%-$45.8K | |
| GOLDMAN SACHS GROUP INC | GS | $322.6K | 319 | flat | 2q | HELD | |
| VANGUARD SCOTTSDALE FDS | VCIT | $313.4K | 3,792 | flat | 14q | +2.7%+$8.3K | |
| REPUBLIC SVCS INC | RSG | $311.5K | 1,462 | flat | 5q | HELD | |
| CORCEPT THERAPEUTICS INC | CORT | $304.3K | 3,500 | - | new | NEW | |
| SELECT SECTOR SPDR TR | XLV | $296.5K | 1,869 | flat | 6q | HELD | |
| PARKER-HANNIFIN CORP | PH | $295.4K | 302 | flat | 5q | HELD | |
| HANCOCK WHITNEY CORPORATION | HWC | $286.0K | 3,828 | flat | 6q | HELD | |
| NEWMONT CORP | NEM | $286.0K | 3,062 | -0.01pp | 4q | HELD | |
| ROYAL BK CDA | RY | $285.8K | 1,381 | flat | 2q | HELD | |
| ORACLE CORP | ORCL | $284.8K | 1,944 | flat | 6q | HELD | |
| GSK PLC | GSK | $284.6K | 5,429 | flat | 2q | HELD | |
| SEMPRA | SRE | $278.1K | 3,000 | flat | 19q | HELD | |
| PFIZER INC | PFE | $268.4K | 11,146 | -0.01pp | 31q | HELD | |
| FRANCO NEV CORP | FNV | $268.3K | 1,287 | -0.01pp | 25q | HELD | |
| CHUBB LIMITED | CB | $266.1K | 781 | flat | 5q | HELD | |
| KIMBERLY-CLARK CORP | KMB | $263.4K | 2,400 | flat | 31q | HELD | |
| ORUKA THERAPEUTICS INC | ORKA | $261.7K | 2,750 | - | new | NEW | |
| SPDR SERIES TRUST | SPYM | $259.8K | 2,956 | flat | 4q | HELD | |
| HOWMET AEROSPACE INC | HWM | $256.8K | 955 | flat | 2q | HELD | |
| TE CONNECTIVITY PLC | TEL | $252.0K | 1,250 | flat | 5q | HELD | |
| INTUITIVE SURGICAL INC | ISRG | $250.9K | 631 | -0.01pp | 2q | HELD | |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | $249.9K | 3,209 | - | new | NEW | |
| BOSTON SCIENTIFIC CORP | BSX | $248.3K | 5,818 | - | new | NEW | |
| DIREXION SHARES ETF TRUST | SPXL | $239.8K | 886 | - | new | NEW | |
| ISHARES TR | DVY | $236.1K | 1,511 | flat | 6q | HELD | |
| CISCO SYS INC | CSCO | $235.3K | 2,003 | - | new | NEW | |
| CINCINNATI FINL CORP | CINF | $229.2K | 1,238 | - | new | NEW | |
| LAM RESEARCH CORP | LRCX | $216.2K | 499 | - | new | NEW | |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | $204.6K | 10,285 | flat | 2q | HELD | |
| GLACIER BANCORP INC NEW | GBCI | $200.5K | 3,887 | - | new | NEW | |
| LLOYDS BANKING GROUP PLC | LYG | $112.7K | 19,336 | flat | 2q | HELD | |
| PDS BIOTECHNOLOGY CORP | PDSB | $62.0K | 70,406 | flat | 4q | -6.2%-$4.1K | |
| LIBERTY ALL-STAR GROWTH FD I | ASG | $55.0K | 10,056 | flat | 2q | HELD | |
| MICROVISION INC DEL | MVIS | $4.4K | 13,511 | flat | 3q | -3.8% |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $227.2M | 22.0% |
| Retail & Consumer | $117.0M | 11.3% |
| Computer Hardware | $114.2M | 11.0% |
| Insurance | $102.3M | 9.9% |
| Semiconductors & Electronics | $88.9M | 8.6% |
| Business Services | $61.9M | 6.0% |
| Banks & Lending | $60.1M | 5.8% |
| Chemicals | $34.1M | 3.3% |
| Autos & Aerospace | $30.8M | 3.0% |
| Biotech & Pharma | $21.5M | 2.1% |
| Food, Drink & Tobacco | $20.1M | 1.9% |
| Telecom & Media | $19.1M | 1.8% |
| Other sectors | $29.2M | 2.8% |
| Not classified | $108.4M | 10.5% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| 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% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.0B | 109 | 10 | 23 | 21 | 6 | 70.8% | 45 |
| Q1 2026 | $946.7M | 105 | 12 | 39 | 27 | 7 | 68.7% | 45 |
| Q4 2025 | $976.6M | 100 | 6 | 27 | 36 | 9 | 71.2% | 48 |
| Q3 2025 | $979.1M | 103 | 21 | 11 | 39 | 1 | 70.7% | 45 |
| Q2 2025 | $897.3M | 83 | 8 | 38 | 18 | 20 | 72.5% | 45 |
| Q1 2025 | $725.5M | 95 | 16 | 24 | 32 | 8 | 69.7% | 57 |
| Q4 2024 | $708.9M | 87 | 7 | 32 | 22 | 10 | 71.9% | 44 |
| Q3 2024 | $647.0M | 90 | 7 | 31 | 23 | 5 | 71.0% | 45 |
| Q2 2024 | $606.3M | 88 | 4 | 19 | 28 | 5 | 71.1% | 45 |
| Q1 2024 | $562.4M | 89 | 6 | 25 | 33 | 5 | 70.2% | 45 |
| Q4 2023 | $505.8M | 88 | 5 | 33 | 23 | 1 | 71.0% | 44 |
| Q3 2023 | $444.6M | 84 | 7 | 13 | 32 | 5 | 71.4% | 44 |
| Q2 2023 | $462.5M | 82 | 7 | 10 | 26 | 3 | 70.9% | 41 |
| Q1 2023 | $405.7M | 78 | 4 | 23 | 27 | 8 | 69.7% | 45 |
| Q4 2022 | $365.7M | 82 | 9 | 15 | 30 | 5 | 67.8% | 39 |
| Q3 2022 | $357.2M | 78 | 6 | 24 | 20 | 16 | 70.8% | 45 |
| Q2 2022 | $362.8M | 88 | 6 | 29 | 21 | 19 | 68.9% | 46 |
| Q1 2022 | $437.6M | 101 | 1 | 35 | 35 | 17 | 69.3% | 41 |
| Q4 2021 | $426.2M | 117 | 13 | 48 | 27 | 9 | 67.5% | 46 |
| Q3 2021 | $368.9M | 113 | 20 | 34 | 28 | 17 | 66.7% | 47 |
| Q2 2021 | $355.6M | 110 | 21 | 41 | 28 | 4 | 65.7% | 48 |
| Q1 2021 | $313.5M | 93 | 18 | 32 | 29 | 17 | 64.8% | 48 |
| Q4 2020 | $271.1M | 92 | 7 | 24 | 25 | 14 | 64.8% | 48 |
| Q3 2020 | $237.1M | 99 | 21 | 39 | 18 | 7 | 64.6% | 54 |
| Q2 2020 | $206.1M | 85 | 39 | 21 | 16 | 10 | 65.1% | 48 |
| Q1 2020 | $147.2M | 56 | 11 | 19 | 17 | 23 | 70.8% | 45 |
| Q4 2019 | $175.1M | 68 | 14 | 9 | 20 | 16 | 69.9% | 45 |
| Q3 2019 | $165.0M | 70 | 9 | 36 | 7 | 11 | 65.6% | 46 |
| Q2 2019 | $150.4M | 72 | 12 | 20 | 22 | 9 | 68.5% | 51 |
| Q1 2019 | $249.7M | 69 | 10 | 28 | 12 | 14 | 74.7% | 46 |
| Q4 2018 | $134.9M | 73 | 0 | 0 | 0 | 0 | 69.5% | 64 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.