Iron Gate Global Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Iron Gate Global Advisors Llc disclosed 109 stock positions valued at approximately $1.03B as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, AMAZON COM INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 109
- Portfolio Value
- $1.03B
Holdings by Sector
Iron Gate Global Advisors Llc Portfolio Holdings in Q2 2026
107 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 9.71% | 200,882 | +2,338 | +1.18% | $100,519,437 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 9.26% | 401,973 | +920 | +0.23% | $95,806,245 |
| ALPHABET INC | GOOG | Communication Services | 8.05% | 235,795 | -8,485 | -3.47% | $83,313,269 |
| NVIDIA CORPORATION | NVDA | Technology | 8.03% | 415,391 | +2,767 | +0.67% | $83,115,664 |
| APPLE INC | AAPL | Technology | 7.75% | 277,192 | -2,428 | -0.87% | $80,208,296 |
| META PLATFORMS INC | META | Communication Services | 7.23% | 132,836 | +10,702 | +8.76% | $74,824,940 |
| ISHARES TR | ICSH | Other | 6.69% | 1,368,146 | +190,053 | +16.13% | $69,200,835 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 5.35% | 163,779 | +1,940 | +1.20% | $55,398,273 |
| MICROSOFT CORP | MSFT | Technology | 5.30% | 147,040 | +24,074 | +19.58% | $54,848,990 |
| UBER TECHNOLOGIES INC | UBER | Technology | 3.38% | 484,844 | +4,776 | +0.99% | $34,986,343 |
| PALO ALTO NETWORKS INC | PANW | Technology | 3.27% | 99,117 | -237 | -0.24% | $33,800,909 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 3.01% | 106,414 | -851 | -0.79% | $31,198,339 |
| RTX CORPORATION | RTX | Industrials | 2.68% | 145,998 | -3,002 | -2.01% | $27,700,115 |
| VISA INC | V | Financial Services | 2.46% | 74,346 | +2,415 | +3.36% | $25,507,370 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.92% | 125,484 | +3,471 | +2.84% | $19,830,215 |
| HERSHEY CO | HSY | Consumer Defensive | 1.89% | 111,568 | +3,134 | +2.89% | $19,574,627 |
| NETFLIX INC. | NFLX | Communication Services | 1.79% | 259,047 | +4,223 | +1.66% | $18,495,956 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.68% | 68,370 | -2 | -0.00% | $17,363,831 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.34% | 39,285 | +37,018 | +1632.91% | $13,854,870 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.17% | 103,982 | +4,037 | +4.04% | $12,131,611 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.56% | 7,824 | +106 | +1.37% | $5,842,708 |
| INVESCO QQQ TR | QQQ | Other | 0.55% | 7,753 | +70 | +0.91% | $5,708,972 |
| VANGUARD INDEX FDS | VTI | Other | 0.54% | 14,981 | -204 | -1.34% | $5,543,671 |
| CATERPILLAR INC | CAT | Industrials | 0.53% | 5,143 | -2 | -0.04% | $5,476,506 |
| WALMART INC | WMT | Consumer Defensive | 0.38% | 34,927 | -1,104 | -3.06% | $3,955,866 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 7,481 | +32 | +0.43% | $3,146,509 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.27% | 48,882 | -6,893 | -12.36% | $2,844,942 |
| VANGUARD INDEX FDS | VUG | Other | 0.26% | 30,794 | +25,776 | +513.67% | $2,652,569 |
| EATON CORP PLC | ETN | Other | 0.25% | 6,061 | - | - | $2,582,713 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 2,618 | +791 | +43.30% | $2,448,737 |
| VANECK ETF TRUST | SMH | Other | 0.21% | 3,300 | - | - | $2,164,437 |
| CATHAY GEN BANCORP | CATY | Financial Services | 0.19% | 31,125 | - | - | $1,929,439 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.18% | 12,833 | - | - | $1,881,759 |
| BROADCOM INC | AVGO | Technology | 0.15% | 4,028 | +20 | +0.50% | $1,521,577 |
| VANGUARD INDEX FDS | VBR | Other | 0.12% | 5,262 | -16 | -0.30% | $1,278,612 |
| EMERSON ELEC CO | EMR | Industrials | 0.12% | 8,555 | - | - | $1,224,648 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 989 | +1 | +0.10% | $1,185,658 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 3,617 | +62 | +1.74% | $1,183,953 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.11% | 2,336 | - | - | $1,115,604 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 8,077 | +7 | +0.09% | $1,037,935 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.10% | 1,951 | -328 | -14.39% | $1,001,841 |
| SNOWFLAKE INC | SNOW | Technology | 0.10% | 3,914 | -602 | -13.33% | $996,113 |
| PPG INDS INC | PPG | Basic Materials | 0.10% | 8,117 | - | - | $984,511 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.09% | 13,211 | - | - | $969,027 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 5,582 | +110 | +2.01% | $925,288 |
| MORGAN STANLEY | MS | Financial Services | 0.09% | 4,387 | - | - | $917,058 |
| ASML HLDG NV | ASML | Other | 0.08% | 402 | +4 | +1.01% | $799,755 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.08% | 1,024 | -28 | -2.66% | $781,455 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.07% | 1 | - | - | $748,850 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.07% | 3,891 | +205 | +5.56% | $741,313 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.06% | 8,343 | +5 | +0.06% | $659,381 |
| DEERE & CO | DE | Industrials | 0.06% | 1,030 | - | - | $653,360 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.06% | 9,514 | - | - | $598,335 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.06% | 2,140 | -456 | -17.57% | $578,463 |
| PEPSICO INC | PEP | Consumer Defensive | 0.05% | 4,121 | -715 | -14.78% | $558,004 |
| VANGUARD INDEX FDS | VOO | Other | 0.05% | 796 | +77 | +10.71% | $547,032 |
| BANK OF AMER CORP | BAC | Financial Services | 0.05% | 9,325 | -9 | -0.10% | $531,339 |
| ALLSTATE CORP | ALL | Financial Services | 0.05% | 2,180 | - | - | $518,709 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.05% | 6,630 | - | - | $474,708 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.04% | 796 | +796 | +100.00% | $462,404 |
| ISHARES TR | IVV | Other | 0.04% | 564 | -68 | -10.76% | $422,374 |
| SPDR GOLD TR | GLD | Other | 0.04% | 1,128 | -324 | -22.31% | $415,533 |
| SPDR SERIES TRUST | SDY | Other | 0.04% | 2,678 | - | - | $407,538 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.04% | 4,358 | -1,055 | -19.49% | $393,615 |
| CUMMINS INC | CMI | Industrials | 0.04% | 548 | - | - | $391,173 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.04% | 8,603 | -666 | -7.19% | $390,042 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.04% | 3,250 | - | - | $381,160 |
| ABBVIE INC | ABBV | Healthcare | 0.04% | 1,488 | -5 | -0.33% | $374,440 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.03% | 2,192 | - | - | $350,354 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.03% | 1,043 | -30 | -2.80% | $349,217 |
| GE AEROSPACE | GE | Industrials | 0.03% | 901 | -18 | -1.96% | $336,731 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.03% | 5,760 | - | - | $331,891 |
| BP PLC | BP | Energy | 0.03% | 8,909 | - | - | $329,188 |
| GE VERNOVA INC | GEV | Utilities | 0.03% | 275 | -39 | -12.42% | $323,087 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.03% | 319 | - | - | $322,627 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.03% | 3,792 | +100 | +2.71% | $313,409 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.03% | 1,462 | - | - | $311,523 |
| CORCEPT THERAPEUTICS INC | CORT | Healthcare | 0.03% | 3,500 | +3,500 | +100.00% | $304,325 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.03% | 1,869 | - | - | $296,536 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.03% | 302 | - | - | $295,392 |
| HANCOCK WHITNEY CORPORATION | HWC | Financial Services | 0.03% | 3,828 | - | - | $286,028 |
| NEWMONT CORP | NEM | Basic Materials | 0.03% | 3,062 | - | - | $285,991 |
| ROYAL BK CDA | RY | Financial Services | 0.03% | 1,381 | - | - | $285,826 |
| ORACLE CORP | ORCL | Technology | 0.03% | 1,944 | - | - | $284,845 |
| GSK PLC | GSK | Healthcare | 0.03% | 5,429 | - | - | $284,588 |
| SEMPRA | SRE | Utilities | 0.03% | 3,000 | - | - | $278,130 |
| PFIZER INC | PFE | Healthcare | 0.03% | 11,146 | +12 | +0.11% | $268,385 |
| FRANCO NEV CORP | FNV | Basic Materials | 0.03% | 1,287 | - | - | $268,262 |
| CHUBB LIMITED | CB | Financial Services | 0.03% | 781 | - | - | $266,118 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.03% | 2,400 | - | - | $263,448 |
| SPDR SERIES TRUST | SPLG | Other | 0.03% | 2,956 | - | - | $259,773 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.02% | 955 | - | - | $256,761 |
| TE CONNECTIVITY PLC | TEL | Other | 0.02% | 1,250 | - | - | $252,013 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.02% | 631 | - | - | $250,936 |
| KNIGHT-SWIFT TRANSN HLDGS IN | KNX | Industrials | 0.02% | 3,209 | +3,209 | +100.00% | $249,885 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.02% | 5,818 | +5,818 | +100.00% | $248,312 |
| DIREXION SHARES ETF TRUST | SPXL | Other | 0.02% | 886 | -800 | -47.45% | $239,814 |
| ISHARES TR | DVY | Other | 0.02% | 1,511 | - | - | $236,091 |
| CISCO SYS INC | CSCO | Technology | 0.02% | 2,003 | +2,003 | +100.00% | $235,272 |
| CINCINNATI FINL CORP | CINF | Financial Services | 0.02% | 1,238 | - | - | $229,203 |