Iron Gate Global Advisors LLC — 13F Holdings & Portfolio
CIK 1131181 · latest 13F-HR filed 2026-05-15
Iron Gate Global Advisors LLC manages $946.7M in 13F-reported U.S. long-equity assets across 105 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (10.05%), AMZN (8.82%), NVDA (7.60%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 7, added to 33, and trimmed 30.
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.
$946.7M
Long-equity book
105
Distinct positions
2026-03-31
Filed 2026-05-15
+12 / −7 / ↑33 / ↓30
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$8.3M +16.2%
- AIR PRODUCTS AND CHEMICALS I$5.2M +20.1%
- NETFLIX INC.$5.2M +26.7%
- JOHNSON & JOHNSON$2.6M +18.6%
- VANGUARD WHITEHALL FDS$1.9M +11.5%
Top Trims
- AMERICAN EXPRESS CO-$11.7M -19.3%
- MICROSOFT CORP-$10.2M -18.3%
- ALPHABET INC-$9.5M -11.9%
- META PLATFORMS INC-$5.9M -7.8%
- AMAZON COM INC-$5.3M -6.0%
New Positions
- BP PLC$418.7K
- GSK PLC$299.6K
- INTUITIVE SURGICAL INC$290.9K
- GOLDMAN SACHS GROUP INC$269.9K
- VERTIV HOLDINGS CO$268.9K
Exited Positions
- DIREXION SHS ETF TR$371.9K
- SALESFORCE INC$358.5K
- ETFS GOLD TR$320.0K
- ISHARES SILVER TR$253.2K
- TPG INC$223.4K
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 | $95.1M | 10.05% | 198,544 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $83.5M | 8.82% | 401,053 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $72.0M | 7.60% | 412,624 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $71.0M | 7.50% | 279,620 | SH |
| 5 | ALPHABET INC | GOOG | 02079K107 | $70.1M | 7.40% | 244,280 | SH |
| 6 | META PLATFORMS INC | META | 30303M102 | $69.9M | 7.38% | 122,134 | SH |
| 7 | ISHARES TR | ICSH | 46434V878 | $59.6M | 6.30% | 1,178,093 | SH |
| 8 | AMERICAN EXPRESS CO | AXP | 025816109 | $49.0M | 5.17% | 161,839 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $45.5M | 4.81% | 122,966 | SH |
| 10 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $34.5M | 3.65% | 480,068 | SH |
| 11 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $31.2M | 3.29% | 107,265 | SH |
| 12 | RTX CORPORATION | RTX | 75513E101 | $28.7M | 3.04% | 149,000 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $28.3M | 2.99% | 98,403 | SH |
| 14 | NETFLIX INC. | NFLX | 64110L106 | $24.5M | 2.59% | 254,824 | SH |
| 15 | HERSHEY CO | HSY | 427866108 | $22.5M | 2.38% | 108,434 | SH |
| 16 | VISA INC | V | 92826C839 | $21.7M | 2.30% | 71,931 | SH |
| 17 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $18.1M | 1.91% | 122,013 | SH |
| 18 | JOHNSON & JOHNSON | JNJ | 478160104 | $16.7M | 1.77% | 68,372 | SH |
| 19 | PALO ALTO NETWORKS INC | PANW | 697435105 | $15.9M | 1.68% | 99,354 | SH |
| 20 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $14.6M | 1.54% | 99,945 | SH |
| 21 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.0M | 0.53% | 7,718 | SH |
| 22 | VANGUARD INDEX FDS | VTI | 922908769 | $4.9M | 0.51% | 15,185 | SH |
| 23 | WALMART INC | WMT | 931142103 | $4.5M | 0.47% | 36,031 | SH |
| 24 | INVESCO QQQ TR | QQQ | 46090E103 | $4.4M | 0.47% | 7,683 | SH |
| 25 | CATERPILLAR INC | CAT | 149123101 | $3.6M | 0.39% | 5,145 | SH |
| 26 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $3.3M | 0.34% | 55,775 | SH |
| 27 | TESLA INC | TSLA | 88160R101 | $2.8M | 0.29% | 7,449 | SH |
| 28 | VANGUARD INDEX FDS | VUG | 922908736 | $2.2M | 0.23% | 5,018 | SH |
| 29 | EATON CORP PLC | ETN | G29183103 | $2.2M | 0.23% | 6,061 | SH |
| 30 | PROCTER & GAMBLE CO | PG | 742718109 | $1.9M | 0.20% | 12,833 | SH |
| 31 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.8M | 0.19% | 1,827 | SH |
| 32 | EXXON MOBIL CORP | XOM | 30231G102 | $1.7M | 0.18% | 10,130 | SH |
| 33 | CATHAY GEN BANCORP | CATY | 149150104 | $1.6M | 0.16% | 31,125 | SH |
| 34 | VANECK ETF TRUST | SMH | 92189F676 | $1.3M | 0.13% | 3,300 | SH |
| 35 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.13% | 4,008 | SH |
| 36 | VANGUARD INDEX FDS | VBR | 922908611 | $1.1M | 0.12% | 5,278 | SH |
| 37 | MASTERCARD INCORPORATED | MA | 57636Q104 | $1.1M | 0.12% | 2,279 | SH |
| 38 | CHEVRON CORPORATION | CVX | 166764100 | $1.1M | 0.12% | 5,472 | SH |
| 39 | EMERSON ELEC CO | EMR | 291011104 | $1.1M | 0.12% | 8,555 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.0M | 0.11% | 3,555 | SH |
| 41 | MERCK & CO INC | MRK | 58933Y105 | $970.7K | 0.10% | 8,070 | SH |
| 42 | ELI LILLY & CO | LLY | 532457108 | $909.2K | 0.10% | 988 | SH |
| 43 | PPG INDS INC | PPG | 693506107 | $867.5K | 0.09% | 8,117 | SH |
| 44 | MCDONALDS CORP | MCD | 580135101 | $806.7K | 0.09% | 2,596 | SH |
| 45 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $789.5K | 0.08% | 2,336 | SH |
| 46 | PEPSICO INC | PEP | 713448108 | $751.0K | 0.08% | 4,836 | SH |
| 47 | HOME DEPOT INC | HD | 437076102 | $745.7K | 0.08% | 2,267 | SH |
| 48 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $743.9K | 0.08% | 13,211 | SH |
| 49 | MORGAN STANLEY | MS | 617446448 | $722.0K | 0.08% | 4,387 | SH |
| 50 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $718.1K | 0.08% | 1 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |