Iron Gate Global Advisors LLC
Sector Allocation
- Technology44.9%$464.2M
- Financials18.4%$190.6M
- Other11.6%$120.0M
- Consumer Discretionary11.0%$113.7M
- Industrials4.0%$41.1M
- Materials3.3%$33.9M
- Consumer Staples2.8%$28.4M
- Healthcare2.1%$22.0M
- Communication Services1.9%$19.1M
- Energy0.1%$1.3M
AUM History
13fpro.ai/research/fund/iron-gate-global-advisors-llc-1131181
Conviction and streaks
Concentrating · top 10 = 70.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$100.5MAMZN
$95.8MGOOG
$83.3MNVDA
$83.1MAAPL
$80.2MMETA
$74.8M- ISHARES$69.2M
AXP
$55.4MMSFT
$54.8MUBER
$35.0MPANW
$33.8MAPD
$31.2MRTX
$27.7MV
$25.5M- VANGUARD$19.8M
HSY
$19.6MNFLX
$18.5MJNJ
$17.4MHD
$13.9MPLTR
$12.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/iron-gate-global-advisors-llc-1131181
Iron Gate Global Advisors LLC 13F holdings — Q2 2026
$1.0B portfolio (+9.3% QoQ) · 109 holdings · Q2 2026 13F · top 10 are 71% of the stock portfolio
$100.5M
9.7% of stocks
+1%This quarter—Since filed3+ qtrsHeld$95.8M
9.3% of stocks
+0.2%This quarter-5.2%Since filed3+ qtrsHeld$83.3M
8.1% of stocks
-3%This quarter-8.5%Since filed3+ qtrsHeld$83.1M
8.0% of stocks
+0.7%This quarter-4.1%Since filed3+ qtrsHeld$80.2M
7.8% of stocks
-0.9%This quarter+12.4%Since filed3+ qtrsHeld$74.8M
7.2% of stocks
+9%This quarter+6.9%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 7
ISHARES TR - ULTRA SHORT DUR
$69.2M
6.7% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— $55.4M
5.3% of stocks
+1%This quarter-8.0%Since filed3+ qtrsHeld$54.8M
5.3% of stocks
+20%This quarter+7.5%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$35.0M
3.4% of stocks
+1.0%This quarter-12.9%Since filed3+ qtrsHeld
All holdings — Iron Gate Global Advisors LLC (Q2 2026)
109 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Palo Alto Networks Inc | Technology | $33.8M | 3.3% | 99K | -0.2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Air Products & Chemicals, Inc. | Materials | $31.2M | 3.0% | 106K | -0.8% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | RTX Corp | Industrials | $27.7M | 2.7% | 146K | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $25.5M | 2.5% | 74K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $19.8M | 1.9% | 125K | +3% | — | — | 13F |
| 16 | HERSHEY CO | Consumer Staples | $19.6M | 1.9% | 112K | +3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | NETFLIX INC | Communication Services | $18.5M | 1.8% | 259K | +2% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | JOHNSON & JOHNSON | Healthcare | $17.4M | 1.7% | 68K | -0.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | HOME DEPOT, INC. | Consumer Discretionary | $13.9M | 1.3% | 39K | +1633% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Palantir Technologies Inc. | Technology | $12.1M | 1.2% | 104K | +4% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $5.8M | 0.6% | 7,824 | +1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $5.7M | 0.6% | 7,753 | +0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $5.5M | 0.5% | 15K | -1% | — | — | 13F |
| 24 | CATERPILLAR INC | Industrials | $5.5M | 0.5% | 5,143 | -0.0% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Walmart Inc. | Consumer Staples | $4.0M | 0.4% | 35K | -3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $3.1M | 0.3% | 7,481 | +0.4% | |||
| 27 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $2.8M | 0.3% | 49K | -12% | |||
| 28 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $2.7M | 0.3% | 31K | +514% | |||
| 29 | $ETN | Eaton Corp plc | Industrials | $2.6M | 0.3% | 6,061 | — | |||
| 30 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.4M | 0.2% | 2,618 | +43% | |||
| 31 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $2.2M | 0.2% | 3,300 | — | |||
| 32 | $CATY | CATHAY GENERAL BANCORP | Financials | $1.9M | 0.2% | 31K | — | |||
| 33 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.9M | 0.2% | 13K | — | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.1% | 4,028 | +0.5% | |||
| 35 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $1.3M | 0.1% | 5,262 | -0.3% | |||
| 36 | $EMR | EMERSON ELECTRIC CO | Industrials | $1.2M | 0.1% | 8,555 | — | |||
| 37 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.1% | 989 | +0.1% | |||
| 38 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.1% | 3,617 | +2% | |||
| 39 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1M | 0.1% | 2,336 | — | |||
| 40 | $MRK | Merck & Co., Inc. | Healthcare | $1.0M | 0.1% | 8,077 | +0.1% | |||
| 41 | $MA | Mastercard Inc | Financials | $1.0M | 0.1% | 1,951 | -14% | |||
| 42 | $SNOW | Snowflake Inc. | Technology | $996K | 0.1% | 3,914 | -13% | |||
| 43 | $PPG | PPG INDUSTRIES INC | Materials | $985K | 0.1% | 8,117 | — | |||
| 44 | $CARR | CARRIER GLOBAL Corp | Industrials | $969K | 0.1% | 13K | — | |||
| 45 | $CVX | CHEVRON CORP | Energy | $925K | 0.1% | 5,582 | +2% | |||
| 46 | $MS | MORGAN STANLEY | Financials | $917K | 0.1% | 4,387 | — | |||
| 47 | $ASML | ASML HOLDING NV | Technology | $800K | 0.1% | 402 | +1% | |||
| 48 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $781K | 0.1% | 1,024 | -3% | |||
| 49 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $741K | 0.1% | 3,891 | +6% | |||
| 51 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $659K | 0.1% | 8,343 | +0.1% | |||
| 52 | $DE | DEERE & CO | Industrials | $653K | 0.1% | 1,030 | — | |||
| 53 | $ANGX | Angel Studios, Inc. | Communication Services | $602K | 0.1% | 164K | — | |||
| 54 | $FCX | FREEPORT-MCMORAN INC | Materials | $598K | 0.1% | 9,514 | — | |||
| 55 | $MCD | MCDONALDS CORP | Consumer Discretionary | $578K | 0.1% | 2,140 | -18% | |||
| 56 | $PEP | PEPSICO INC | Consumer Staples | $558K | 0.1% | 4,121 | -15% | |||
| 57 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $547K | 0.1% | 796 | +11% | |||
| 58 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $531K | 0.1% | 9,325 | -0.1% | |||
| 59 | $ALL | ALLSTATE CORP | Financials | $519K | 0.1% | 2,180 | — | |||
| 60 | $OTIS | Otis Worldwide Corp | Industrials | $475K | 0.1% | 6,630 | — | |||
| 61 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $462K | 0.0% | 796 | New | |||
| 62 | — | ISHARES TR - CORE S&P500 ETF | — | $422K | 0.0% | 564 | -11% | |||
| 63 | $GLD | SPDR GOLD TRUST | Financials | $416K | 0.0% | 1,128 | -22% | |||
| 64 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $408K | 0.0% | 2,678 | — | |||
| 65 | $HQY | HEALTHEQUITY, INC. | Industrials | $394K | 0.0% | 4,358 | -19% | |||
| 66 | $CMI | CUMMINS INC | Industrials | $391K | 0.0% | 548 | — | |||
| 67 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $390K | 0.0% | 8,603 | -7% | |||
| 68 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $381K | 0.0% | 3,250 | — | |||
| 69 | $ABBV | AbbVie Inc. | Healthcare | $374K | 0.0% | 1,488 | -0.3% | |||
| 70 | $YUM | YUM BRANDS INC | Consumer Discretionary | $350K | 0.0% | 2,192 | — | |||
| 71 | $VRT | Vertiv Holdings Co | Technology | $349K | 0.0% | 1,043 | -3% | |||
| 72 | $GE | GENERAL ELECTRIC CO | Industrials | $337K | 0.0% | 901 | -2% | |||
| 73 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $332K | 0.0% | 5,760 | — | |||
| 74 | $BP | BP PLC | Energy | $329K | 0.0% | 8,909 | — | |||
| 75 | $GEV | GE Vernova Inc. | Industrials | $323K | 0.0% | 275 | -12% | |||
| 76 | $GS | GOLDMAN SACHS GROUP INC | Financials | $323K | 0.0% | 319 | — | |||
| 77 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $313K | 0.0% | 3,792 | +3% | |||
| 78 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $312K | 0.0% | 1,462 | — | |||
| 79 | $CORT | CORCEPT THERAPEUTICS INC | Healthcare | $304K | 0.0% | 3,500 | New | |||
| 80 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $297K | 0.0% | 1,869 | — | |||
| 81 | $PH | Parker-Hannifin Corp | Industrials | $295K | 0.0% | 302 | — | |||
| 82 | $HWC | HANCOCK WHITNEY CORP | Financials | $286K | 0.0% | 3,828 | — | |||
| 83 | $NEM | NEWMONT Corp /DE/ | Materials | $286K | 0.0% | 3,062 | — | |||
| 84 | $RY | ROYAL BANK OF CANADA | Financials | $286K | 0.0% | 1,381 | — | |||
| 85 | $ORCL | ORACLE CORP | Technology | $285K | 0.0% | 1,944 | — | |||
| 86 | $GSK | GSK plc | Healthcare | $285K | 0.0% | 5,429 | — | |||
| 87 | $SRE | SEMPRA | Utilities | $278K | 0.0% | 3,000 | — | |||
| 88 | $PFE | PFIZER INC | Healthcare | $268K | 0.0% | 11K | +0.1% | |||
| 89 | $FNV | FRANCO NEVADA Corp | Materials | $268K | 0.0% | 1,287 | — | |||
| 90 | $CB | Chubb Ltd | Financials | $266K | 0.0% | 781 | — | |||
| 91 | $KMB | KIMBERLY CLARK CORP | Materials | $263K | 0.0% | 2,400 | — | |||
| 92 | $ORKA | Oruka Therapeutics, Inc. | Healthcare | $262K | 0.0% | 2,750 | New | |||
| 93 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $260K | 0.0% | 2,956 | — | |||
| 94 | $HWM | Howmet Aerospace Inc. | Materials | $257K | 0.0% | 955 | — | |||
| 95 | $TEL | TE Connectivity plc | Technology | $252K | 0.0% | 1,250 | — | |||
| 96 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $251K | 0.0% | 631 | — | |||
| 97 | $KNX | Knight-Swift Transportation Holdings Inc. | Industrials | $250K | 0.0% | 3,209 | New | |||
| 98 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $248K | 0.0% | 5,818 | New | |||
| 99 | — | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | — | $240K | 0.0% | 886 | New | |||
| 100 | — | ISHARES TR - SELECT DIVID ETF | — | $236K | 0.0% | 1,511 | — | |||
| 101 | $CSCO | CISCO SYSTEMS, INC. | Technology | $235K | 0.0% | 2,003 | New | |||
| 102 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $229K | 0.0% | 1,238 | New | |||
| 103 | $LRCX | LAM RESEARCH CORP | Technology | $216K | 0.0% | 499 | New | |||
| 104 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $205K | 0.0% | 10K | — | |||
| 105 | $GBCI | GLACIER BANCORP, INC. | Financials | $200K | 0.0% | 3,887 | New | |||
| 106 | $LYG | Lloyds Banking Group plc | Financials | $113K | 0.0% | 19K | — | |||
| 107 | $PDSB | PDS Biotechnology Corp | Healthcare | $62K | 0.0% | 70K | -6% | |||
| 108 | $ASG | LIBERTY ALL STAR GROWTH FUND INC. | Other | $55K | 0.0% | 10K | — | |||
| 109 | $MVIS | MICROVISION, INC. | Technology | $4K | 0.0% | 14K | -4% |
What changed in Q2 2026
Against the previous quarter's 13F: 10 new, 30 added to, 27 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (10)
$AMDADVANCED MICRO DEVICES INC$462K
first bought this quarter
$CORTCORCEPT THERAPEUTICS INC$304K
first bought this quarter
$ORKAOruka Therapeutics, Inc.$262K
first bought this quarter
$KNXKnight-Swift Transportation Holdings Inc.$250K
first bought this quarter
$BSXBOSTON SCIENTIFIC CORP$248K
first bought this quarter
- DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF$240K
first bought this quarter
+4 more in the Excel export
Added to (30)
now $13.9M · held 3+ qtrs, 2 adds in a row
- ISHARES TR - ULTRA SHORT DUR+16%
now $69.2M
now $54.8M · held 3+ qtrs, 2 adds in a row
now $74.8M · held 3+ qtrs, 2 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+514%
now $2.7M
now $100.5M · held 3+ qtrs, 2 adds in a row
+24 more in the Excel export
Trimmed (27)
now $83.3M · held 3+ qtrs, 2 trims in a row
now $80.2M · held 3+ qtrs
now $27.7M · held 3+ qtrs, 2 trims in a row
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS-12%
now $2.8M
now $31.2M · held 3+ qtrs
$MAMastercard Inc-14%
now $1.0M · held 3+ qtrs
+21 more in the Excel export
Sold out (5)
$XOM.R34088EXXON MOBIL CORPwas $1.7M
held 9+ qtrs
$TAT&T INC.was $265K
held 3+ qtrs
$CCZCOMCAST CORPwas $261K
held 9+ qtrs
$NVONOVO NORDISK A Swas $216K
held 1 qtr
$HALHALLIBURTON COwas $211K
Holdings by quarter
Every 13F Iron Gate Global Advisors LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Iron Gate Global Advisors?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Iron Gate Global Advisors's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter
Top 10 weight
71%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Iron Gate Global Advisors LLC disclosed 109 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 9.7% of the equity portfolio, followed by $AMZN and $GOOG. During the quarter the fund opened 10 new positions and exited 5 — including a new stake in $AMD and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (44.9% of disclosed assets). All figures are sourced directly from Iron Gate Global Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1131181.
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Every holding in Iron Gate Global Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.