Iron Gate Global Advisors LLC — 13F Holdings & Portfolio
CIK 1131181 · latest 13F-HR filed 2026-08-14
Iron Gate Global Advisors LLC manages $1.03B in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (9.71%), AMZN (9.26%), GOOG (8.05%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 6, added to 61, and trimmed 20.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NSL, UT 84054
$1.03B
Long-equity book
109
Distinct positions
2026-06-30
Filed 2026-08-14
+10 / −6 / ↑61 / ↓20
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$17.9M +112.2%
- ALPHABET INC$13.2M +18.9%
- HOME DEPOT INC$13.1M +1758.1%
- AMAZON COM INC$12.3M +14.7%
- NVIDIA CORPORATION$11.1M +15.5%
Top Trims
- NETFLIX INC.-$6.0M -24.5%
- HERSHEY CO-$3.0M -13.2%
- PALANTIR TECHNOLOGIES INC-$2.5M -17.0%
- WALMART INC-$521.7K -11.7%
- VANGUARD SCOTTSDALE FDS-$420.1K -12.9%
New Positions
- ADVANCED MICRO DEVICES INC$462.4K
- CORCEPT THERAPEUTICS INC$304.3K
- ORUKA THERAPEUTICS INC$261.7K
- KNIGHT-SWIFT TRANSN HLDGS IN$249.9K
- BOSTON SCIENTIFIC CORP$248.3K
Exited Positions
- ALPHABET INC$28.3M
- EXXON MOBIL CORP$1.7M
- AT&T INC$265.4K
- COMCAST CORP NEW$261.0K
- NOVO-NORDISK A S$216.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $100.5M | 9.71% | 200,882 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $95.8M | 9.26% | 401,973 | SH |
| 3 | ALPHABET INC | GOOG | 02079K107 | $83.3M | 8.05% | 235,795 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $83.1M | 8.03% | 415,391 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $80.2M | 7.75% | 277,192 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $74.8M | 7.23% | 132,836 | SH |
| 7 | ISHARES TR | ICSH | 46434V878 | $69.2M | 6.69% | 1,368,146 | SH |
| 8 | AMERICAN EXPRESS CO | AXP | 025816109 | $55.4M | 5.35% | 163,779 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $54.8M | 5.30% | 147,040 | SH |
| 10 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $35.0M | 3.38% | 484,844 | SH |
| 11 | PALO ALTO NETWORKS INC | PANW | 697435105 | $33.8M | 3.27% | 99,117 | SH |
| 12 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $31.2M | 3.01% | 106,414 | SH |
| 13 | RTX CORPORATION | RTX | 75513E101 | $27.7M | 2.68% | 145,998 | SH |
| 14 | VISA INC | V | 92826C839 | $25.5M | 2.46% | 74,346 | SH |
| 15 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $19.8M | 1.92% | 125,484 | SH |
| 16 | HERSHEY CO | HSY | 427866108 | $19.6M | 1.89% | 111,568 | SH |
| 17 | NETFLIX INC. | NFLX | 64110L106 | $18.5M | 1.79% | 259,047 | SH |
| 18 | JOHNSON & JOHNSON | JNJ | 478160104 | $17.4M | 1.68% | 68,370 | SH |
| 19 | HOME DEPOT INC | HD | 437076102 | $13.9M | 1.34% | 39,285 | SH |
| 20 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $12.1M | 1.17% | 103,982 | SH |
| 21 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.8M | 0.56% | 7,824 | SH |
| 22 | INVESCO QQQ TR | QQQ | 46090E103 | $5.7M | 0.55% | 7,753 | SH |
| 23 | VANGUARD INDEX FDS | VTI | 922908769 | $5.5M | 0.54% | 14,981 | SH |
| 24 | CATERPILLAR INC | CAT | 149123101 | $5.5M | 0.53% | 5,143 | SH |
| 25 | WALMART INC | WMT | 931142103 | $4.0M | 0.38% | 34,927 | SH |
| 26 | TESLA INC | TSLA | 88160R101 | $3.1M | 0.30% | 7,481 | SH |
| 27 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $2.8M | 0.27% | 48,882 | SH |
| 28 | VANGUARD INDEX FDS | VUG | 922908736 | $2.7M | 0.26% | 30,794 | SH |
| 29 | EATON CORP PLC | ETN | G29183103 | $2.6M | 0.25% | 6,061 | SH |
| 30 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $2.4M | 0.24% | 2,618 | SH |
| 31 | VANECK ETF TRUST | SMH | 92189F676 | $2.2M | 0.21% | 3,300 | SH |
| 32 | CATHAY GEN BANCORP | CATY | 149150104 | $1.9M | 0.19% | 31,125 | SH |
| 33 | PROCTER & GAMBLE CO | PG | 742718109 | $1.9M | 0.18% | 12,833 | SH |
| 34 | BROADCOM INC | AVGO | 11135F101 | $1.5M | 0.15% | 4,028 | SH |
| 35 | VANGUARD INDEX FDS | VBR | 922908611 | $1.3M | 0.12% | 5,262 | SH |
| 36 | EMERSON ELEC CO | EMR | 291011104 | $1.2M | 0.12% | 8,555 | SH |
| 37 | ELI LILLY & CO | LLY | 532457108 | $1.2M | 0.11% | 989 | SH |
| 38 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.2M | 0.11% | 3,617 | SH |
| 39 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.1M | 0.11% | 2,336 | SH |
| 40 | MERCK & CO INC | MRK | 58933Y105 | $1.0M | 0.10% | 8,077 | SH |
| 41 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.0M | 0.10% | 1,951 | SH |
| 42 | SNOWFLAKE INC | SNOW | 833445109 | $996.1K | 0.10% | 3,914 | SH |
| 43 | PPG INDS INC | PPG | 693506107 | $984.5K | 0.10% | 8,117 | SH |
| 44 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $969.0K | 0.09% | 13,211 | SH |
| 45 | CHEVRON CORPORATION | CVX | 166764100 | $925.3K | 0.09% | 5,582 | SH |
| 46 | MORGAN STANLEY | MS | 617446448 | $917.1K | 0.09% | 4,387 | SH |
| 47 | ASML HLDG NV | ASML | N07059210 | $799.8K | 0.08% | 402 | SH |
| 48 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $781.5K | 0.08% | 1,024 | SH |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $748.9K | 0.07% | 1 | SH |
| 50 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $741.3K | 0.07% | 3,891 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.03B | 109 | 0001131181-26-000003 |
| 2026-03-31 | 2026-05-15 | $946.7M | 105 | 0001131181-26-000002 |
| 2025-12-31 | 2026-02-17 | $976.6M | 100 | 0001131181-26-000001 |
| 2025-09-30 | 2025-11-14 | $979.1M | 116 | 0001131181-25-000002 |