Q1 2025 · 13F-HR
Iron Gate Global Advisors LLCholdings as filed
Filed 2025-05-15 · accession 0001085146-25-003210
$621.7M
Reported value
77
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $92.2M | 14.8% | 173,166 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $67.5M | 10.9% | 354,860 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $65.5M | 10.5% | 294,709 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $57.4M | 9.23% | 99,561 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $44.2M | 7.11% | 164,293 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $41.6M | 6.69% | 110,852 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $38.3M | 6.17% | 245,425 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $34.4M | 5.53% | 317,389 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $28.4M | 4.56% | 30,404 | Common | NONE |
| 92826C839 | V | VISA INC | $22.0M | 3.55% | 62,891 | Common | NONE |
| 427866108 | HSY | HERSHEY CO | $20.2M | 3.24% | 117,914 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $15.7M | 2.52% | 53,187 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $14.9M | 2.40% | 96,640 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $11.3M | 1.82% | 68,301 | Common | NONE |
| 921946406 | VYM | VANGUARD WHITEHALL FDS | $11.1M | 1.79% | 86,212 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $6.3M | 1.02% | 11,292 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $4.1M | 0.66% | 14,889 | Common | NONE |
| 931142103 | WMT | WALMART INC | $3.8M | 0.61% | 43,267 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $3.6M | 0.58% | 7,734 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $2.8M | 0.45% | 16,387 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.9M | 0.31% | 3,465 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.9M | 0.30% | 11,118 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $1.8M | 0.29% | 4,932 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC | $1.6M | 0.26% | 6,011 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $1.5M | 0.25% | 1,638 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $1.5M | 0.24% | 4,488 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $1.5M | 0.24% | 4,024 | Common | NONE |
| 149150104 | CATY | CATHAY GEN BANCORP | $1.3M | 0.22% | 31,126 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $1.3M | 0.20% | 8,484 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $1.1M | 0.18% | 18,579 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $1.1M | 0.17% | 3,471 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.0M | 0.17% | 8,805 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $1.0M | 0.16% | 12,264 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $968,707 | 0.16% | 5,200 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $945,535 | 0.15% | 8,624 | Common | NONE |
| 693506107 | PPG | PPG INDS INC | $887,594 | 0.14% | 8,117 | Common | NONE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $798,442 | 0.13% | 1 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $796,802 | 0.13% | 4,763 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $745,712 | 0.12% | 3,040 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $722,147 | 0.12% | 7,971 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $708,248 | 0.11% | 2,458 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $670,571 | 0.11% | 3,171 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $617,578 | 0.10% | 2,383 | Common | NONE |
| 244199105 | DE | DEERE & CO | $461,551 | 0.07% | 980 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $458,628 | 0.07% | 1,709 | Common | NONE |
| 020002101 | ALL | ALLSTATE CORP | $453,593 | 0.07% | 2,180 | Common | NONE |
| 78468R663 | BIL | SPDR SER TR | $400,952 | 0.06% | 4,371 | Common | NONE |
| 218352102 | CORT | CORCEPT THERAPEUTICS INC | $399,770 | 0.06% | 3,500 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $386,176 | 0.06% | 4,898 | Common | NONE |
| 988498101 | YUM | YUM BRANDS INC | $380,910 | 0.06% | 2,421 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $351,302 | 0.06% | 5,760 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $344,352 | 0.06% | 2,400 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $343,806 | 0.06% | 669 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $321,738 | 0.05% | 12,697 | Common | NONE |
| 81369Y407 | XLY | SELECT SECTOR SPDR TR | $320,873 | 0.05% | 1,625 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $316,024 | 0.05% | 8,564 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $312,064 | 0.05% | 2,300 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $296,683 | 0.05% | 528 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $295,266 | 0.05% | 1,430 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $293,523 | 0.05% | 355 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $289,352 | 0.05% | 6,379 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $275,813 | 0.04% | 1,889 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $254,009 | 0.04% | 1,524 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $244,657 | 0.04% | 2,097 | Common | NONE |
| 68389X105 | ORCL | ORACLE CORP | $241,675 | 0.04% | 1,729 | Common | NONE |
| 351858105 | FNV | FRANCO NEV CORP | $232,716 | 0.04% | 1,477 | Common | NONE |
| 00326A104 | SGOL | ETFS GOLD TR | $218,521 | 0.04% | 7,328 | Common | NONE |
| 816851109 | SRE | SEMPRA | $217,095 | 0.03% | 3,015 | Common | NONE |
| 00206R102 | T | AT&T INC | $216,901 | 0.03% | 7,670 | Common | NONE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $215,793 | 0.03% | 156 | Common | NONE |
| 37637Q105 | GBCI | GLACIER BANCORP INC NEW | $213,583 | 0.03% | 4,830 | Common | NONE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $205,428 | 0.03% | 5,426 | Common | NONE |
| 46090A887 | GSY | INVESCO ACTIVELY MANAGED EXC | $204,089 | 0.03% | 4,072 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $202,845 | 0.03% | 1,511 | Common | NONE |
| 134429109 | CPB | THE CAMPBELLS COMPANY | $201,796 | 0.03% | 5,055 | Common | NONE |
| 410120109 | HWC | HANCOCK WHITNEY CORPORATION | $200,779 | 0.03% | 3,828 | Common | NONE |
| 72703X106 | PL | PLANET LABS PBC | $35,828 | 0.01% | 10,600 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.