Iron Gate Global Advisors LLC

13F filer · CIK 0001131181

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$1.03BU.S. long equity reported on 13F

Positions929 new · 6 closed

Net flow last quarter-$5.95MBuys minus sells

Top 10 positions weight67.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202692 positions
BRK.BBerkshire Hathaway Inc	$101M	9.71%	Not reported	+1.2%	Q2 2017
AMZNAmazon Com Inc	$95.8M	9.26%	0.00%	+0.2%	Q3 2017
GOOGAlphabet Inc.	$83.3M	8.05%	Not reported	-3.5%	Q2 2017
NVDANvidia Corp	$83.1M	8.03%	0.00%	+0.7%	Q2 2018
AAPLApple Inc.	$80.2M	7.75%	0.00%	-0.9%	Q2 2017
METAMeta Platforms, Inc.	$74.8M	7.23%	Not reported	+8.8%	Q2 2017
AXPAmerican Express Co	$55.4M	5.35%	0.02%	+1.2%	Q2 2017
MSFTMicrosoft Corp	$54.8M	5.30%	0.00%	+19.6%	Q2 2017
UBERUber Technologies, Inc	$35M	3.38%	0.02%	+1.0%	Q2 2020
PANWPalo Alto Networks Inc	$33.8M	3.27%	0.01%	-0.2%	Q2 2025
APDAir Products & Chemicals, Inc.	$31.2M	3.01%	0.05%	-0.8%	Q1 2024
RTXRTX Corp	$27.7M	2.68%	0.01%	-2.0%	Q2 2020
VVisa Inc.	$25.5M	2.46%	0.00%	+3.4%	Q2 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$19.8M	1.92%	Not reported	+2.8%	Q2 2017
HSYHershey Co	$19.6M	1.89%	0.06%	+2.9%	Q2 2018
NFLXNetflix Inc	$18.5M	1.79%	0.01%	+1.7%	Q2 2018
JNJJohnson & Johnson	$17.4M	1.68%	0.00%	0.0%	Q2 2017
HDHome Depot, Inc.	$13.9M	1.34%	0.00%	+1632.9%	Q2 2018
PLTRPalantir Technologies Inc.	$12.1M	1.17%	0.00%	+4.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.84M	0.56%	Not reported	+1.4%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$5.71M	0.55%	Not reported	+0.9%	Q2 2018
CATCaterpillar Inc	$5.48M	0.53%	0.00%	0.0%	Q2 2017
WMTWalmart Inc.	$3.96M	0.38%	0.00%	-3.1%	Q3 2017
TSLATesla, Inc.	$3.15M	0.30%	0.00%	+0.4%	Q3 2021
ETNEaton Corp plc	$2.58M	0.25%	0.00%	Not reported	Q3 2018
COSTCostco Wholesale Corp	$2.45M	0.24%	0.00%	+43.3%	Q2 2020
SMHMarket Vectors ETF Trust	$2.16M	0.21%	Not reported	Not reported	Q2 2024
CATYCathay General Bancorp	$1.93M	0.19%	0.05%	Not reported	Q3 2017
PGPROCTER & GAMBLE Co	$1.88M	0.18%	0.00%	Not reported	Q2 2018
AVGOBroadcom Inc.	$1.52M	0.15%	0.00%	+0.5%	Q2 2018
EMREmerson Electric Co	$1.22M	0.12%	0.00%	Not reported	Q3 2017
LLYELI LILLY & Co	$1.19M	0.11%	0.00%	+0.1%	Q2 2024
JPMJPMorgan Chase & Co	$1.18M	0.11%	0.00%	+1.7%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.12M	0.11%	0.00%	Not reported	Q2 2021
MRKMerck & Co., Inc.	$1.04M	0.10%	0.00%	+0.1%	Q3 2018
MAMastercard Inc	$1M	0.10%	0.00%	-14.4%	Q3 2018
SNOWSnowflake Inc.	$996K	0.10%	0.00%	-13.3%	Q4 2022
PPGPPG Industries Inc	$985K	0.10%	0.00%	Not reported	Q3 2018
CARRCARRIER GLOBAL Corp	$969K	0.09%	0.00%	Not reported	Q2 2020
CVXChevron Corp	$925K	0.09%	0.00%	+2.0%	Q2 2017
MSMorgan Stanley	$917K	0.09%	0.00%	Not reported	Q3 2018
ASMLAsml Holding NV	$800K	0.08%	0.00%	+1.0%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$781K	0.08%	0.00%	-2.7%	Q2 2021
BRK.ABerkshire Hathaway Inc	$749K	0.07%	Not reported	Not reported	Q3 2021
DEDeere & Co	$653K	0.06%	0.00%	Not reported	Q2 2018
ANGXAngel Studios, Inc.	$602K	0.06%	0.09%	Not reported	Q4 2025
FCXFreeport-Mcmoran Inc	$598K	0.06%	0.00%	Not reported	Q3 2018
MCDMcdonalds Corp	$578K	0.06%	0.00%	-17.6%	Q2 2018
PEPPepsico Inc	$558K	0.05%	0.00%	-14.8%	Q2 2017
BACBank of America Corp	$531K	0.05%	0.00%	-0.1%	Q2 2017

Q1 2026Reported May 15, 202689 positions
BRK.BBerkshire Hathaway Inc	$95.1M	10.05%	Not reported	+4.2%	Q2 2017
AMZNAmazon Com Inc	$83.5M	8.82%	0.00%	+4.2%	Q3 2017
NVDANvidia Corp	$72M	7.60%	0.00%	+3.1%	Q2 2018
AAPLApple Inc.	$71M	7.50%	0.00%	+0.6%	Q2 2017
GOOGAlphabet Inc.	$70.1M	7.40%	Not reported	-3.7%	Q2 2017
METAMeta Platforms, Inc.	$69.9M	7.38%	Not reported	+6.4%	Q2 2017
AXPAmerican Express Co	$49M	5.17%	0.02%	-1.3%	Q2 2017
MSFTMicrosoft Corp	$45.5M	4.81%	0.00%	+6.7%	Q2 2017
UBERUber Technologies, Inc	$34.5M	3.65%	0.02%	+5.8%	Q2 2020
APDAir Products & Chemicals, Inc.	$31.2M	3.29%	0.05%	+2.1%	Q1 2024
RTXRTX Corp	$28.7M	3.04%	0.01%	-3.1%	Q2 2020
GOOGLAlphabet Inc.	$28.3M	2.99%	0.00%	-0.6%	Q2 2017
NFLXNetflix Inc	$24.5M	2.59%	0.01%	+23.6%	Q2 2018
HSYHershey Co	$22.5M	2.38%	0.05%	-9.3%	Q2 2018
VVisa Inc.	$21.7M	2.30%	0.00%	+3.0%	Q2 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$18.1M	1.91%	Not reported	+8.0%	Q2 2017
JNJJohnson & Johnson	$16.7M	1.77%	0.00%	+0.4%	Q2 2017
PANWPalo Alto Networks Inc	$15.9M	1.68%	0.01%	+20.1%	Q2 2025
PLTRPalantir Technologies Inc.	$14.6M	1.54%	0.00%	+14.2%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$5.02M	0.53%	Not reported	+0.7%	Q2 2017
WMTWalmart Inc.	$4.48M	0.47%	0.00%	+4.5%	Q3 2017
QQQInvesco QQQ Trust, Series 1	$4.44M	0.47%	Not reported	-0.8%	Q2 2018
CATCaterpillar Inc	$3.64M	0.39%	0.00%	+15.0%	Q2 2017
TSLATesla, Inc.	$2.77M	0.29%	0.00%	+3.1%	Q3 2021
ETNEaton Corp plc	$2.17M	0.23%	0.00%	0.0%	Q3 2018
PGPROCTER & GAMBLE Co	$1.85M	0.20%	0.00%	-0.2%	Q2 2018
COSTCostco Wholesale Corp	$1.82M	0.19%	0.00%	+7.6%	Q2 2020
XOMExxonMobil Holdings Corp	$1.72M	0.18%	0.00%	+7.4%	Q3 2017
CATYCathay General Bancorp	$1.55M	0.16%	0.05%	Not reported	Q3 2017
SMHMarket Vectors ETF Trust	$1.27M	0.13%	Not reported	Not reported	Q2 2024
AVGOBroadcom Inc.	$1.24M	0.13%	0.00%	+29.3%	Q2 2018
MAMastercard Inc	$1.14M	0.12%	0.00%	-0.9%	Q3 2018
CVXChevron Corp	$1.13M	0.12%	0.00%	+19.2%	Q2 2017
EMREmerson Electric Co	$1.12M	0.12%	0.00%	-0.1%	Q3 2017
JPMJPMorgan Chase & Co	$1.05M	0.11%	0.00%	+57.9%	Q2 2020
MRKMerck & Co., Inc.	$971K	0.10%	0.00%	+0.9%	Q3 2018
LLYELI LILLY & Co	$909K	0.10%	0.00%	-7.1%	Q2 2024
PPGPPG Industries Inc	$868K	0.09%	0.00%	Not reported	Q3 2018
MCDMcdonalds Corp	$807K	0.09%	0.00%	-11.7%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$789K	0.08%	0.00%	+49.4%	Q2 2021
PEPPepsico Inc	$751K	0.08%	0.00%	-4.2%	Q2 2017
HDHome Depot, Inc.	$746K	0.08%	0.00%	+15.6%	Q2 2018
CARRCARRIER GLOBAL Corp	$744K	0.08%	0.00%	Not reported	Q2 2020
MSMorgan Stanley	$722K	0.08%	0.00%	+85.3%	Q3 2018
BRK.ABerkshire Hathaway Inc	$718K	0.08%	Not reported	Not reported	Q3 2021
SNOWSnowflake Inc.	$681K	0.07%	0.00%	-26.8%	Q4 2022
GLDSPDR Gold Trust	$625K	0.07%	0.00%	-32.4%	Q2 2017
DEDeere & Co	$580K	0.06%	0.00%	-1.3%	Q2 2018
FCXFreeport-Mcmoran Inc	$559K	0.06%	0.00%	+93.1%	Q3 2018
ASMLAsml Holding NV	$526K	0.06%	0.00%	+110.6%	Q4 2025

Q4 2025Reported Feb 17, 202683 positions
BRK.BBerkshire Hathaway Inc	$95.8M	9.81%	Not reported	+0.2%	Q2 2017
AMZNAmazon Com Inc	$88.9M	9.10%	0.00%	-0.6%	Q3 2017
GOOGAlphabet Inc.	$79.6M	8.15%	Not reported	-5.9%	Q2 2017
METAMeta Platforms, Inc.	$75.7M	7.76%	Not reported	+0.1%	Q2 2017
AAPLApple Inc.	$75.5M	7.74%	0.00%	-7.7%	Q2 2017
NVDANvidia Corp	$74.7M	7.65%	0.00%	-2.0%	Q2 2018
AXPAmerican Express Co	$60.7M	6.21%	0.02%	-11.4%	Q2 2017
MSFTMicrosoft Corp	$55.7M	5.71%	0.00%	-0.6%	Q2 2017
UBERUber Technologies, Inc	$37.1M	3.80%	0.02%	+2.8%	Q2 2020
GOOGLAlphabet Inc.	$31M	3.17%	0.00%	-6.8%	Q2 2017
RTXRTX Corp	$28.2M	2.89%	0.01%	-4.5%	Q2 2020
APDAir Products & Chemicals, Inc.	$26M	2.66%	0.05%	+71.9%	Q1 2024
VVisa Inc.	$24.5M	2.51%	0.00%	-0.8%	Q2 2018
HSYHershey Co	$21.7M	2.23%	0.06%	-1.9%	Q2 2018
NFLXNetflix Inc	$19.3M	1.98%	0.00%	-2.2%	Q2 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$16.2M	1.66%	Not reported	+10.7%	Q2 2017
PLTRPalantir Technologies Inc.	$15.6M	1.59%	0.00%	-2.7%	Q4 2024
PANWPalo Alto Networks Inc	$15.2M	1.56%	0.01%	-1.5%	Q2 2025
JNJJohnson & Johnson	$14.1M	1.44%	0.00%	0.0%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$5.23M	0.54%	Not reported	-3.0%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$4.76M	0.49%	Not reported	+5.0%	Q2 2018
WMTWalmart Inc.	$3.84M	0.39%	0.00%	-4.0%	Q3 2017
TSLATesla, Inc.	$3.25M	0.33%	0.00%	+0.1%	Q3 2021
CATCaterpillar Inc	$2.56M	0.26%	0.00%	-0.3%	Q2 2017
ETNEaton Corp plc	$1.93M	0.20%	0.00%	0.0%	Q3 2018
PGPROCTER & GAMBLE Co	$1.84M	0.19%	0.00%	-6.2%	Q2 2018
CATYCathay General Bancorp	$1.51M	0.15%	0.05%	Not reported	Q3 2017
COSTCostco Wholesale Corp	$1.46M	0.15%	0.00%	-0.2%	Q2 2020
SNOWSnowflake Inc.	$1.35M	0.14%	0.00%	-13.3%	Q4 2022
MAMastercard Inc	$1.31M	0.13%	0.00%	-11.6%	Q3 2018
SMHMarket Vectors ETF Trust	$1.19M	0.12%	Not reported	-0.5%	Q2 2024
LLYELI LILLY & Co	$1.14M	0.12%	0.00%	-3.3%	Q2 2024
EMREmerson Electric Co	$1.14M	0.12%	0.00%	+0.1%	Q3 2017
XOMExxonMobil Holdings Corp	$1.14M	0.12%	0.00%	+5.4%	Q3 2017
AVGOBroadcom Inc.	$1.07M	0.11%	0.00%	-55.4%	Q2 2018
MCDMcdonalds Corp	$898K	0.09%	0.00%	-1.5%	Q2 2018
GLDSPDR Gold Trust	$851K	0.09%	0.00%	+5.7%	Q2 2017
MRKMerck & Co., Inc.	$842K	0.09%	0.00%	+0.3%	Q3 2018
PPGPPG Industries Inc	$832K	0.09%	0.00%	Not reported	Q3 2018
ANGXAngel Studios, Inc.	$766K	0.08%	0.10%	New	Q4 2025
BRK.ABerkshire Hathaway Inc	$755K	0.08%	Not reported	Not reported	Q3 2021
JPMJPMorgan Chase & Co	$726K	0.07%	0.00%	-4.3%	Q2 2020
PEPPepsico Inc	$725K	0.07%	0.00%	-10.9%	Q2 2017
CVXChevron Corp	$700K	0.07%	0.00%	-1.5%	Q2 2017
CARRCARRIER GLOBAL Corp	$698K	0.07%	0.00%	Not reported	Q2 2020
HDHome Depot, Inc.	$675K	0.07%	0.00%	-14.2%	Q2 2018
HQYHealthequity, Inc.	$637K	0.07%	0.01%	-23.2%	Q2 2017
CRWDCrowdStrike Holdings, Inc.	$597K	0.06%	0.00%	+3.4%	Q2 2021
OTISOtis Worldwide Corp	$579K	0.06%	0.00%	Not reported	Q2 2020
DEDeere & Co	$486K	0.05%	0.00%	+3.8%	Q2 2018

Q3 2025Reported Nov 14, 202586 positions
BRK.BBerkshire Hathaway Inc	$95.7M	9.78%	Not reported	+8.7%	Q2 2017
AMZNAmazon Com Inc	$85.2M	8.70%	0.00%	-0.2%	Q3 2017
METAMeta Platforms, Inc.	$84M	8.58%	Not reported	-2.2%	Q2 2017
AAPLApple Inc.	$76.7M	7.84%	0.00%	-3.1%	Q2 2017
NVDANvidia Corp	$76.2M	7.78%	0.00%	-20.1%	Q2 2018
GOOGAlphabet Inc.	$65.6M	6.70%	Not reported	-2.9%	Q2 2017
AXPAmerican Express Co	$61.6M	6.29%	0.03%	-2.1%	Q2 2017
MSFTMicrosoft Corp	$60M	6.13%	0.00%	+0.3%	Q2 2017
UBERUber Technologies, Inc	$43.3M	4.42%	0.02%	+0.1%	Q2 2020
RTXRTX Corp	$26.9M	2.75%	0.01%	-0.9%	Q2 2020
GOOGLAlphabet Inc.	$25.8M	2.64%	0.00%	+0.1%	Q2 2017
NFLXNetflix Inc	$25.2M	2.57%	0.01%	-1.3%	Q2 2018
VVisa Inc.	$24M	2.46%	0.00%	+8.0%	Q2 2018
HSYHershey Co	$22.8M	2.33%	0.06%	-1.8%	Q2 2018
PANWPalo Alto Networks Inc	$17.1M	1.75%	0.01%	+2.3%	Q2 2025
APDAir Products & Chemicals, Inc.	$16.6M	1.70%	0.03%	-0.7%	Q1 2024
PLTRPalantir Technologies Inc.	$16.4M	1.67%	0.00%	-0.2%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$14.4M	1.47%	Not reported	+8.6%	Q2 2017
JNJJohnson & Johnson	$12.6M	1.29%	0.00%	-0.8%	Q2 2017
SPYSPDR S&P 500 ETF Trust	$5.27M	0.54%	Not reported	-3.7%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$4.43M	0.45%	Not reported	-0.9%	Q2 2018
WMTWalmart Inc.	$3.71M	0.38%	0.00%	-8.2%	Q3 2017
TSLATesla, Inc.	$3.21M	0.33%	0.00%	+132.4%	Q3 2021
AVGOBroadcom Inc.	$2.29M	0.23%	0.00%	-30.5%	Q2 2018
ETNEaton Corp plc	$2.27M	0.23%	0.00%	Not reported	Q3 2018
CATCaterpillar Inc	$2.14M	0.22%	0.00%	-23.9%	Q2 2017
PGPROCTER & GAMBLE Co	$2.11M	0.22%	0.00%	-3.2%	Q2 2018
SNOWSnowflake Inc.	$1.61M	0.16%	0.00%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$1.58M	0.16%	0.00%	Not reported	Q2 2020
CATYCathay General Bancorp	$1.49M	0.15%	0.05%	-50.0%	Q3 2017
MAMastercard Inc	$1.48M	0.15%	0.00%	-9.8%	Q3 2018
EMREmerson Electric Co	$1.12M	0.11%	0.00%	-50.0%	Q3 2017
SMHMarket Vectors ETF Trust	$1.08M	0.11%	Not reported	-2.0%	Q2 2024
XOMExxonMobil Holdings Corp	$1.01M	0.10%	0.00%	-2.8%	Q3 2017
HDHome Depot, Inc.	$926K	0.09%	0.00%	-11.2%	Q2 2018
MCDMcdonalds Corp	$908K	0.09%	0.00%	+1.4%	Q2 2018
PPGPPG Industries Inc	$852K	0.09%	0.00%	-13.0%	Q3 2018
HQYHealthequity, Inc.	$852K	0.09%	0.01%	Not reported	Q2 2017
LLYELI LILLY & Co	$838K	0.09%	0.00%	+175.4%	Q2 2024
PEPPepsico Inc	$796K	0.08%	0.00%	-7.2%	Q2 2017
CARRCARRIER GLOBAL Corp	$787K	0.08%	0.00%	Not reported	Q2 2020
BRK.ABerkshire Hathaway Inc	$755K	0.08%	Not reported	Not reported	Q3 2021
JPMJPMorgan Chase & Co	$743K	0.08%	0.00%	-4.6%	Q2 2020
CVXChevron Corp	$724K	0.07%	0.00%	-13.4%	Q2 2017
GLDSPDR Gold Trust	$722K	0.07%	0.00%	-8.9%	Q2 2017
MRKMerck & Co., Inc.	$669K	0.07%	0.00%	+0.1%	Q3 2018
OTISOtis Worldwide Corp	$607K	0.06%	0.00%	Not reported	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$604K	0.06%	0.00%	Not reported	Q2 2021
ORCLOracle Corp	$510K	0.05%	0.00%	Not reported	Q1 2025
ALLAllstate Corp	$468K	0.05%	0.00%	Not reported	Q3 2018

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