Iron Gate Global Advisors Llc Portfolio Stock Holdings
Iron Gate Global Advisors Llc disclosed 105 stock positions valued at approximately $946.7 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, AMAZON COM INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 105
- Portfolio Value
- $946.7M
Holdings by Sector
Iron Gate Global Advisors Llc Portfolio Holdings in Q1 2026
104 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 | 10.05% | 198,544 | +8,034 | +4.22% | $95,142,373 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 8.82% | 401,053 | +16,105 | +4.18% | $83,543,330 |
| NVIDIA CORPORATION | NVDA | Technology | 7.60% | 412,624 | +12,253 | +3.06% | $71,980,210 |
| APPLE INC | AAPL | Technology | 7.50% | 279,620 | +1,752 | +0.63% | $70,964,640 |
| ALPHABET INC | GOOG | Communication Services | 7.40% | 244,280 | -9,307 | -3.67% | $70,083,847 |
| META PLATFORMS INC | META | Communication Services | 7.38% | 122,134 | +7,379 | +6.43% | $69,876,712 |
| ISHARES TR | ICSH | Other | 6.30% | 1,178,093 | +163,174 | +16.08% | $59,635,057 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 5.17% | 161,839 | -2,172 | -1.32% | $48,953,113 |
| MICROSOFT CORP | MSFT | Technology | 4.81% | 122,966 | +7,724 | +6.70% | $45,518,489 |
| UBER TECHNOLOGIES INC | UBER | Technology | 3.65% | 480,068 | +26,092 | +5.75% | $34,531,291 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 3.29% | 107,265 | +2,211 | +2.10% | $31,159,291 |
| RTX CORPORATION | RTX | Industrials | 3.04% | 149,000 | -4,688 | -3.05% | $28,742,111 |
| ALPHABET INC | GOOGL | Communication Services | 2.99% | 98,403 | -614 | -0.62% | $28,296,735 |
| NETFLIX INC. | NFLX | Communication Services | 2.59% | 254,824 | +48,632 | +23.59% | $24,493,693 |
| HERSHEY CO | HSY | Consumer Defensive | 2.38% | 108,434 | -11,048 | -9.25% | $22,542,270 |
| VISA INC | V | Financial Services | 2.30% | 71,931 | +2,092 | +3.00% | $21,740,279 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.91% | 122,013 | +9,080 | +8.04% | $18,070,053 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.77% | 68,372 | +262 | +0.38% | $16,712,758 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.68% | 99,354 | +16,637 | +20.11% | $15,928,433 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.54% | 99,945 | +12,414 | +14.18% | $14,619,955 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.53% | 7,718 | +50 | +0.65% | $5,019,184 |
| VANGUARD INDEX FDS | VTI | Other | 0.51% | 15,185 | +437 | +2.96% | $4,871,622 |
| WALMART INC | WMT | Consumer Defensive | 0.47% | 36,031 | +1,557 | +4.52% | $4,477,567 |
| INVESCO QQQ TR | QQQ | Other | 0.47% | 7,683 | -65 | -0.84% | $4,435,546 |
| CATERPILLAR INC | CAT | Industrials | 0.39% | 5,145 | +671 | +15.00% | $3,644,844 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.34% | 55,775 | +23,730 | +74.05% | $3,265,040 |
| TESLA INC | TSLA | Consumer Cyclical | 0.29% | 7,449 | +224 | +3.10% | $2,767,750 |
| VANGUARD INDEX FDS | VUG | Other | 0.23% | 5,018 | -219 | -4.18% | $2,191,637 |
| EATON CORP PLC | ETN | Other | 0.23% | 6,061 | -2 | -0.03% | $2,167,838 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.20% | 12,833 | -26 | -0.20% | $1,853,527 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.19% | 1,827 | +129 | +7.60% | $1,820,734 |
| EXXON MOBIL CORP | XOM | Energy | 0.18% | 10,130 | +694 | +7.35% | $1,718,656 |
| CATHAY GEN BANCORP | CATY | Financial Services | 0.16% | 31,125 | - | - | $1,551,893 |
| VANECK ETF TRUST | SMH | Other | 0.13% | 3,300 | - | - | $1,265,220 |
| BROADCOM INC | AVGO | Technology | 0.13% | 4,008 | +908 | +29.29% | $1,241,117 |
| VANGUARD INDEX FDS | VBR | Other | 0.12% | 5,278 | - | - | $1,146,644 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.12% | 2,279 | -20 | -0.87% | $1,138,792 |
| CHEVRON CORPORATION | CVX | Energy | 0.12% | 5,472 | +882 | +19.22% | $1,132,157 |
| EMERSON ELEC CO | EMR | Industrials | 0.12% | 8,555 | -4 | -0.05% | $1,120,876 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.11% | 3,555 | +1,303 | +57.86% | $1,045,739 |
| MERCK & CO INC | MRK | Healthcare | 0.10% | 8,070 | +73 | +0.91% | $970,735 |
| ELI LILLY & CO | LLY | Healthcare | 0.10% | 988 | -75 | -7.06% | $909,190 |
| PPG INDS INC | PPG | Basic Materials | 0.09% | 8,117 | - | - | $867,545 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 2,596 | -344 | -11.70% | $806,718 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.08% | 2,336 | +772 | +49.36% | $789,451 |
| PEPSICO INC | PEP | Consumer Defensive | 0.08% | 4,836 | -214 | -4.24% | $751,030 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 2,267 | +306 | +15.60% | $745,653 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.08% | 13,211 | - | - | $743,911 |
| MORGAN STANLEY | MS | Financial Services | 0.08% | 4,387 | +2,020 | +85.34% | $721,969 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.08% | 1 | - | - | $718,140 |
| SNOWFLAKE INC | SNOW | Technology | 0.07% | 4,516 | -1,657 | -26.84% | $681,103 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.07% | 8,338 | +471 | +5.99% | $660,935 |
| SPDR GOLD TR | GLD | Other | 0.07% | 1,452 | -695 | -32.37% | $624,781 |
| DEERE & CO | DE | Industrials | 0.06% | 1,030 | -13 | -1.25% | $580,199 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.06% | 9,514 | +4,588 | +93.14% | $559,233 |
| ASML HLDG NV | ASML | Other | 0.06% | 398 | +209 | +110.58% | $525,812 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.05% | 6,630 | - | - | $511,040 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.05% | 3,686 | -50 | -1.34% | $489,869 |
| BANK AMERICA CORP | BAC | Financial Services | 0.05% | 9,334 | +1,649 | +21.46% | $455,033 |
| HEALTHEQUITY INC | HQY | Healthcare | 0.05% | 5,413 | -1,536 | -22.10% | $452,364 |
| ALLSTATE CORP | ALL | Financial Services | 0.05% | 2,180 | - | - | $452,001 |
| VANGUARD INDEX FDS | VOO | Other | 0.05% | 719 | +10 | +1.41% | $429,518 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.04% | 9,269 | -326 | -3.40% | $425,336 |
| BP PLC | BP | Energy | 0.04% | 8,909 | +8,909 | +100.00% | $418,723 |
| ISHARES TR | IVV | Other | 0.04% | 632 | +16 | +2.60% | $412,829 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.04% | 1,052 | -222 | -17.43% | $410,711 |
| SPDR SERIES TRUST | SDY | Other | 0.04% | 2,678 | - | - | $390,827 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.04% | 3,250 | - | - | $354,185 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.04% | 5,760 | -31 | -0.54% | $349,344 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.04% | 2,192 | - | - | $340,754 |
| NEWMONT CORP | NEM | Basic Materials | 0.04% | 3,062 | -149 | -4.64% | $331,462 |
| ABBVIE INC | ABBV | Healthcare | 0.03% | 1,493 | +63 | +4.41% | $324,713 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.03% | 1,462 | - | - | $320,207 |
| FRANCO NEV CORP | FNV | Basic Materials | 0.03% | 1,287 | -150 | -10.44% | $317,953 |
| PFIZER INC | PFE | Healthcare | 0.03% | 11,134 | +11 | +0.10% | $312,647 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.03% | 3,692 | +50 | +1.37% | $305,513 |
| GSK PLC | GSK | Healthcare | 0.03% | 5,429 | +5,429 | +100.00% | $299,627 |
| CUMMINS INC | CMI | Industrials | 0.03% | 548 | -2 | -0.36% | $295,052 |
| SEMPRA | SRE | Utilities | 0.03% | 3,000 | - | - | $291,510 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.03% | 631 | +631 | +100.00% | $290,885 |
| ORACLE CORP | ORCL | Technology | 0.03% | 1,944 | +102 | +5.54% | $285,922 |
| GE VERNOVA INC | GEV | Utilities | 0.03% | 314 | - | - | $274,091 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.03% | 1,869 | -20 | -1.06% | $274,014 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.03% | 302 | -3 | -0.98% | $270,362 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.03% | 319 | +319 | +100.00% | $269,871 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.03% | 1,073 | +1,073 | +100.00% | $268,872 |
| AT&T INC | T | Communication Services | 0.03% | 9,155 | -83 | -0.90% | $265,400 |
| TE CONNECTIVITY PLC | TEL | Other | 0.03% | 1,250 | -6 | -0.48% | $261,275 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.03% | 9,092 | +136 | +1.52% | $261,031 |
| GE AEROSPACE | GE | Industrials | 0.03% | 919 | -6 | -0.65% | $260,785 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.03% | 781 | -9 | -1.14% | $254,551 |
| HANCOCK WHITNEY CORPORATION | HWC | Financial Services | 0.03% | 3,828 | - | - | $243,423 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.02% | 2,400 | - | - | $231,528 |
| ISHARES TR | DVY | Other | 0.02% | 1,511 | - | - | $228,705 |
| SPDR SERIES TRUST | SPLG | Other | 0.02% | 2,956 | - | - | $226,252 |
| ROYAL BK CDA | RY | Financial Services | 0.02% | 1,381 | +1,381 | +100.00% | $223,418 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.02% | 955 | +955 | +100.00% | $220,089 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.02% | 5,888 | +5,888 | +100.00% | $216,384 |
| HALLIBURTON CO | HAL | Energy | 0.02% | 5,411 | +5,411 | +100.00% | $210,975 |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | Financial Services | 0.02% | 10,285 | +10,285 | +100.00% | $174,536 |