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
| 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 | Industrials | 0.25% | 6,061 | - | - | $2,582,713 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 2,618 | +791 | +43.30% | $2,448,737 |
Showing 30 of 109 holdings in the latest reporting period.