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Iron Gate Global Advisors LLC

CIK 1131181 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Iron Gate Global Advisors LLC reported 109 US-listed holdings worth $1.03 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Berkshire Hathaway Inc. Class B (9.7%), Amazon.com Inc. (9.3%) and Alphabet Inc. (8.1%). Against the quarter before, it opened 10 positions, added to 28, trimmed 24 and sold out of 6.

Reported holdings$1.03B+9.3% on Q1 2026
Positions109+4 on Q1 2026
The largest ten70.8%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
BRKB9.7%AMZN9.3%GOOG8.1%NVDA8.0%AAPL7.8%META7.2%ICSH6.7%AXP5.4%MSFT5.3%UBER3.4%PANW3.3%APD3.0%RTX2.7%V2.5%95 more17.8%

The 14 largest of its 109 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $647.0 million in 90 positions$647MQ3 24Q4 2024: $708.9 million in 87 positions$709MQ4 24Q1 2025: $725.3 million in 92 positions$725MQ1 25Q2 2025: $897.3 million in 83 positions$897MQ2 25Q3 2025: $962.6 million in 103 positions$963MQ3 25Q4 2025: $976.6 million in 100 positions$977MQ4 25Q1 2026: $946.7 million in 105 positions$947MQ1 26Q2 2026: $1.03 billion in 109 positions$1.03BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 10Added 28Held 47Trimmed 24Sold out 6
Opened: 10Added: 28Held: 47Trimmed: 24Sold out: 6

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 10

  1. Advanced Micro Devices Inc. AMD$462,404
  2. Corcept Therapeutics Inc. CORT$304,325
  3. Oruka Therapeutics Inc. ORKA$261,718
  4. Knight-Swift Transportation Holdings Inc. KNX$249,885
  5. Boston Scientific Corp. BSX$248,312
  6. Direxion Daily S&P 500 Bull 3X Shares SPXL$239,814
  7. Cisco Systems, Inc. CSCO$235,272
  8. Cincinnati Financial Corp. CINF$229,203

and 2 more in the table below

Added to 28

  1. Home Depot, Inc. HD+37,018 shares · +1633%
  2. iShares Trust ICSH+190,053 shares · +16%
  3. Microsoft Corp. MSFT+24,074 shares · +20%
  4. Meta Platforms, Inc. META+10,702 shares · +9%
  5. Vanguard Growth ETF VUG+25,776 shares · +514%
  6. Berkshire Hathaway Inc. Class B BRKB+2,338 shares · +1%
  7. Visa Inc. V+2,415 shares · +3%
  8. Costco Wholesale Corp. COST+791 shares · +43%

and 20 more in the table below

Trimmed 24

  1. Alphabet Inc. GOOG-8,485 shares · -3%
  2. Apple Inc. AAPL-2,428 shares · -1%
  3. RTX Corp. RTX-3,002 shares · -2%
  4. Vanguard Short Term Government VGSH-6,893 shares · -12%
  5. Air Products & Chemicals, Inc. APD-851 shares · -1%
  6. Mastercard Inc. MA-328 shares · -14%
  7. Snowflake Inc. SNOW-602 shares · -13%
  8. Walmart Inc. WMT-1,104 shares · -3%

and 16 more in the table below

Sold out of 6

  1. Alphabet Inc. GOOGL$28.3 million last quarter
  2. ExxonMobil Holdings Corp. XOM$1.7 million last quarter
  3. AT&T Inc. T$265,400 last quarter
  4. Comcast Corp. CMCSA$261,031 last quarter
  5. Novo Nordisk A/S NVO$216,384 last quarter
  6. Halliburton Co. HAL$210,975 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Berkshire Hathaway Inc. Class B BRKB200,882$100.5 million9.71%+2,338
Amazon.com Inc. AMZN401,973$95.8 million9.26%+920
Alphabet Inc. GOOG235,795$83.3 million8.05%-8,485
NVIDIA Corp. NVDA415,391$83.1 million8.03%+2,767
Apple Inc. AAPL277,192$80.2 million7.75%-2,428
Meta Platforms, Inc. META132,836$74.8 million7.23%+10,702
iShares Trust ICSH1,368,146$69.2 million6.69%+190,053
American Express Co. AXP163,779$55.4 million5.35%+1,940
Microsoft Corp. MSFT147,040$54.8 million5.30%+24,074
Uber Technologies, Inc. UBER484,844$35.0 million3.38%+4,776
Palo Alto Networks Inc. PANW99,117$33.8 million3.27%-237
Air Products & Chemicals, Inc. APD106,414$31.2 million3.01%-851
RTX Corp. RTX145,998$27.7 million2.68%-3,002
Visa Inc. V74,346$25.5 million2.46%+2,415
Vanguard Whitehall FDS VYM125,484$19.8 million1.92%+3,471
Hershey Co. HSY111,568$19.6 million1.89%+3,134
Netflix Inc. NFLX259,047$18.5 million1.79%+4,223
Johnson & Johnson JNJ68,370$17.4 million1.68%-2
Home Depot, Inc. HD39,285$13.9 million1.34%+37,018
Palantir Technologies Inc. PLTR103,982$12.1 million1.17%+4,037
SPDR S&P 500 SPY7,824$5.8 million0.56%+106
Invesco QQQ Trust QQQ7,753$5.7 million0.55%+70
VG Totl STK Vprs VTI14,981$5.5 million0.54%-204
Caterpillar Inc. CAT5,143$5.5 million0.53%-2
Walmart Inc. WMT34,927$4.0 million0.38%-1,104
Tesla, Inc. TSLA7,481$3.1 million0.30%+32
Vanguard Short Term Government VGSH48,882$2.8 million0.27%-6,893
Vanguard Growth ETF VUG30,794$2.7 million0.26%+25,776
Eaton Corp. plc ETN6,061$2.6 million0.25%no change
Costco Wholesale Corp. COST2,618$2.4 million0.24%+791
Vaneck ETF Trust SMH3,300$2.2 million0.21%no change
Cathay General Bancorp CATY31,125$1.9 million0.19%no change
Procter & Gamble Co. PG12,833$1.9 million0.18%no change
Broadcom Inc. AVGO4,028$1.5 million0.15%+20
Vanguard Small Cap Value ETF VBR5,262$1.3 million0.12%-16
Emerson Electric Co. EMR8,555$1.2 million0.12%no change
Eli Lilly & Co. LLY989$1.2 million0.11%+1
JPMorgan Chase & Co. JPM3,617$1.2 million0.11%+62
Taiwan Semiconductor Manufacturing Company Limited TSM2,336$1.1 million0.11%no change
Merck & Co., Inc. MRK8,077$1.0 million0.10%+7
Mastercard Inc. MA1,951$1.0 million0.10%-328
Snowflake Inc. SNOW3,914$996,1130.10%-602
PPG Industries Inc. PPG8,117$984,5110.10%no change
Carrier Global Corp. CARR13,211$969,0270.09%no change
Chevron Corp. CVX5,582$925,2880.09%+110
Morgan Stanley MS4,387$917,0580.09%no change
ASML Holding N.V. ASML402$799,7550.08%+4
CrowdStrike Holdings, Inc. CRWD1,024$781,4550.08%-28
Berkshire Hathaway Inc. Del1$748,8500.07%no change
Technology Select Sector SPDR ETF XLK3,891$741,3130.07%+205
Vanguard Short-Term Corp. BD Idx VCSH8,343$659,3810.06%+5
Deere & Co. DE1,030$653,3600.06%no change
Angel Studios Inc. Class A Com ANGX163,926$601,6080.06%no change
Freeport-McMoRan Inc. FCX9,514$598,3350.06%no change
McDonald's Corp. MCD2,140$578,4630.06%-456
PepsiCo Inc. PEP4,121$558,0040.05%-715
Vanguard S&P 500 VOO796$547,0320.05%+77
Bank of America Corp. BAC9,325$531,3390.05%-9
Allstate Corp. ALL2,180$518,7090.05%no change
Otis Worldwide Corp. OTIS6,630$474,7080.05%no change
Advanced Micro Devices Inc. AMD796$462,4040.04%new
iShares Core S&P 500 ETF IVV564$422,3740.04%-68
SPDR Gold Trust GLD1,128$415,5330.04%-324
SPDR S&P Dividend ETF SDY2,678$407,5380.04%no change
Healthequity, Inc. HQY4,358$393,6150.04%-1,055
Cummins Inc. CMI548$391,1730.04%no change
Select Sector SPDR Trust XLU8,603$390,0420.04%-666
Select Sector SPDR Trust XLY3,250$381,1600.04%no change
AbbVie Inc. ABBV1,488$374,4400.04%-5
Yum! Brands, Inc. YUM2,192$350,3540.03%no change
Vertiv Holdings Co. VRT1,043$349,2170.03%-30
General Electric Co. GE901$336,7310.03%-18
Bristol-Myers Squibb Co. BMY5,760$331,8910.03%no change
BP plc BP8,909$329,1880.03%no change
GE Vernova Inc. GEV275$323,0870.03%-39
Goldman Sachs Group Inc. GS319$322,6270.03%no change
Vanguard Intermediate-Term Corp. VCIT3,792$313,4090.03%+100
Republic Services, Inc. RSG1,462$311,5230.03%no change
Corcept Therapeutics Inc. CORT3,500$304,3250.03%new
Select Sector SPDR Trust XLV1,869$296,5360.03%no change
Parker-Hannifin Corp. PH302$295,3920.03%no change
Hancock Whitney Corp. HWC3,828$286,0280.03%no change
Newmont Corp. NEM3,062$285,9910.03%no change
Royal Bank of Canada RY1,381$285,8260.03%no change
Oracle Corp. ORCL1,944$284,8450.03%no change
GSK plc GSK5,429$284,5880.03%no change
Sempra SRE3,000$278,1300.03%no change
Pfizer Inc. PFE11,146$268,3850.03%+12
Franco Nev Corp. FNV1,287$268,2620.03%no change
Chubb Ltd. CB781$266,1180.03%no change
Kimberly Clark Corp. KMB2,400$263,4480.03%no change
Oruka Therapeutics Inc. ORKA2,750$261,7180.03%new
SPDR Ser Trust SPYM2,956$259,7730.03%no change
Howmet Aerospace Inc. HWM955$256,7610.02%no change
TE Connectivity plc TEL1,250$252,0130.02%no change
Intuitive Surgical Inc. ISRG631$250,9360.02%no change
Knight-Swift Transportation Holdings Inc. KNX3,209$249,8850.02%new
Boston Scientific Corp. BSX5,818$248,3120.02%new
Direxion Daily S&P 500 Bull 3X Shares SPXL886$239,8140.02%new
iShares Select Dividend ETF DVY1,511$236,0910.02%no change
Cisco Systems, Inc. CSCO2,003$235,2720.02%new
Cincinnati Financial Corp. CINF1,238$229,2030.02%new
Lam Research Corp. LRCX499$216,2320.02%new
Mitsubishi UFJ Financial Group Inc. MUFG10,285$204,5690.02%no change
Glacier Bancorp, Inc. GBCI3,887$200,4910.02%new
Lloyds Banking Group plc LYG19,336$112,7290.01%no change
PDS Biotechnology Corp. PDSB70,406$62,0350.01%-4,616
Liberty All-Star Growth FD I ASG10,056$55,0060.01%no change
Microvision Inc. Del MVIS13,511$4,4180.00%-535
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.