Iron Gate Global Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$946.7M
Q ending 2026-03-31
Prior quarter
$976.6M
Q ending 2025-12-31
Change
-3.1% QoQ · +30.5% YoY
Positions
105
reported holdings
Largest positions
Top 100 of 105 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $95.1M | 199K |
| Amazon Com Inc | AMZN | Shares | $83.5M | 401K |
| Nvidia Corporation | NVDA | Shares | $72.0M | 413K |
| Apple Inc | AAPL | Shares | $71.0M | 280K |
| Alphabet Inc | GOOG | Shares | $70.1M | 244K |
| Meta Platforms Inc | META | Shares | $69.9M | 122K |
| Ishares Tr | ICSH | Shares | $59.6M | 1.2M |
| American Express Co | AXP | Shares | $49.0M | 162K |
| Microsoft Corp | MSFT | Shares | $45.5M | 123K |
| Uber Technologies Inc | UBER | Shares | $34.5M | 480K |
| Air Products And Chemicals I | APD | Shares | $31.2M | 107K |
| Rtx Corporation | RTX | Shares | $28.7M | 149K |
| Alphabet Inc | GOOGL | Shares | $28.3M | 98K |
| Netflix Inc. | NFLX | Shares | $24.5M | 255K |
| Hershey Co | HSY | Shares | $22.5M | 108K |
| Visa Inc | V | Shares | $21.7M | 72K |
| Vanguard Whitehall Fds | VYM | Shares | $18.1M | 122K |
| Johnson & Johnson | JNJ | Shares | $16.7M | 68K |
| Palo Alto Networks Inc | PANW | Shares | $15.9M | 99K |
| Palantir Technologies Inc | PLTR | Shares | $14.6M | 100K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.0M | 8K |
| Vanguard Index Fds | VTI | Shares | $4.9M | 15K |
| Walmart Inc | WMT | Shares | $4.5M | 36K |
| Invesco Qqq Tr | QQQ | Shares | $4.4M | 8K |
| Caterpillar Inc | CAT | Shares | $3.6M | 5K |
| Vanguard Scottsdale Fds | VGSH | Shares | $3.3M | 56K |
| Tesla Inc | TSLA | Shares | $2.8M | 7K |
| Vanguard Index Fds | VUG | Shares | $2.2M | 5K |
| Eaton Corp Plc | Shares | $2.2M | 6K | |
| Procter & Gamble Co | PG | Shares | $1.9M | 13K |
| Costco Wholesale Corporation | COST | Shares | $1.8M | 2K |
| Exxon Mobil Corp | XOM | Shares | $1.7M | 10K |
| Cathay Gen Bancorp | CATY | Shares | $1.6M | 31K |
| Vaneck Etf Trust | SMH | Shares | $1.3M | 3K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Vanguard Index Fds | VBR | Shares | $1.1M | 5K |
| Mastercard Incorporated | MA | Shares | $1.1M | 2K |
| Chevron Corporation | CVX | Shares | $1.1M | 5K |
| Emerson Elec Co | EMR | Shares | $1.1M | 9K |
| Jpmorgan Chase & Co | JPM | Shares | $1.0M | 4K |
| Merck & Co Inc | MRK | Shares | $971K | 8K |
| Eli Lilly & Co | LLY | Shares | $909K | 988 |
| Ppg Inds Inc | PPG | Shares | $868K | 8K |
| Mcdonalds Corp | MCD | Shares | $807K | 3K |
| Taiwan Semiconductor Manufac | TSM | Shares | $789K | 2K |
| Pepsico Inc | PEP | Shares | $751K | 5K |
| Home Depot Inc | HD | Shares | $746K | 2K |
| Carrier Global Corporation | CARR | Shares | $744K | 13K |
| Morgan Stanley | MS | Shares | $722K | 4K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Snowflake Inc | SNOW | Shares | $681K | 5K |
| Vanguard Scottsdale Fds | VCSH | Shares | $661K | 8K |
| Spdr Gold Tr | GLD | Shares | $625K | 1K |
| Deere & Co | DE | Shares | $580K | 1K |
| Freeport Mcmoran Inc | FCX | Shares | $559K | 10K |
| Asml Hldg Nv | Shares | $526K | 398 | |
| Otis Worldwide Corp | OTIS | Shares | $511K | 7K |
| Angel Studios Inc | ANGX | Shares | $500K | 164K |
| Select Sector Spdr Tr | XLK | Shares | $490K | 4K |
| Bank America Corp | BAC | Shares | $455K | 9K |
| Healthequity Inc | HQY | Shares | $452K | 5K |
| Allstate Corp | ALL | Shares | $452K | 2K |
| Vanguard Index Fds | VOO | Shares | $430K | 719 |
| Select Sector Spdr Tr | XLU | Shares | $425K | 9K |
| Bp Plc | BP | Shares | $419K | 9K |
| Ishares Tr | IVV | Shares | $413K | 632 |
| Crowdstrike Hldgs Inc | CRWD | Shares | $411K | 1K |
| Spdr Series Trust | SDY | Shares | $391K | 3K |
| Select Sector Spdr Tr | XLY | Shares | $354K | 3K |
| Bristol-Myers Squibb Co | BMY | Shares | $349K | 6K |
| Yum Brands Inc | YUM | Shares | $341K | 2K |
| Newmont Corp | NEM | Shares | $331K | 3K |
| Abbvie Inc | ABBV | Shares | $325K | 1K |
| Republic Svcs Inc | RSG | Shares | $320K | 1K |
| Franco Nev Corp | FNV | Shares | $318K | 1K |
| Pfizer Inc | PFE | Shares | $313K | 11K |
| Vanguard Scottsdale Fds | VCIT | Shares | $306K | 4K |
| Gsk Plc | GSK | Shares | $300K | 5K |
| Cummins Inc | CMI | Shares | $295K | 548 |
| Sempra | SRE | Shares | $292K | 3K |
| Intuitive Surgical Inc | ISRG | Shares | $291K | 631 |
| Oracle Corp | ORCL | Shares | $286K | 2K |
| Ge Vernova Inc | GEV | Shares | $274K | 314 |
| Select Sector Spdr Tr | XLV | Shares | $274K | 2K |
| Parker-Hannifin Corp | PH | Shares | $270K | 302 |
| Goldman Sachs Group Inc | GS | Shares | $270K | 319 |
| Vertiv Holdings Co | VRT | Shares | $269K | 1K |
| At&T Inc | T | Shares | $265K | 9K |
| Te Connectivity Plc | Shares | $261K | 1K | |
| Comcast Corp New | CMCSA | Shares | $261K | 9K |
| Ge Aerospace | GE | Shares | $261K | 919 |
| Chubb Ltd Switz | Shares | $255K | 781 | |
| Hancock Whitney Corporation | HWC | Shares | $243K | 4K |
| Kimberly-Clark Corp | KMB | Shares | $232K | 2K |
| Ishares Tr | DVY | Shares | $229K | 2K |
| Spdr Series Trust | SPYM | Shares | $226K | 3K |
| Royal Bk Cda | RY | Shares | $223K | 1K |
| Howmet Aerospace Inc | HWM | Shares | $220K | 955 |
| Novo-Nordisk A S | NVO | Shares | $216K | 6K |
| Halliburton Co | HAL | Shares | $211K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.