Institutional
Iron Gate Global Advisors LLC
CIK 0001131181
$946.7M
Reported AUM
105
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Iron Gate Global Advisors LLC · Q1 2026
AI · grounded in 13F
Iron Gate Global Advisors LLC increased its position in Vanguard Scottsdale FDS by 74.05%. The fund also accumulated shares in NFLX by 23.59% and ICSH by 16.08%. Conversely, the manager trimmed holdings in GOOG by 3.67% and AXP by 1.32%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $95.1M | 10.05% | +8,034 | +4.2% |
| 2 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $83.5M | 8.82% | +16,105 | +4.2% |
| 3 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $72.0M | 7.60% | +12,253 | +3.1% |
| 4 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $71.0M | 7.50% | +1,752 | +0.6% |
| 5 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $70.1M | 7.40% | −9,307 | −3.7% |
| 6 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $69.9M | 7.38% | +7,379 | +6.4% |
| 7 | ICSH | ISHARES TR | $50.44 | -0.04% | 4.69% | 19.72% | $59.6M | 6.30% | +163,174 | +16.1% |
| 8 | AXP | AMERICAN EXPRESS CO | $310.66 | -0.60% | 3.78% | 93.56% | $49.0M | 5.17% | −2,172 | −1.3% |
| 9 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $45.5M | 4.81% | +7,724 | +6.7% |
| 10 | UBER | UBER TECHNOLOGIES INC | $70.71 | -2.08% | -17.39% | 62.70% | $34.5M | 3.65% | +26,092 | +5.7% |
| 11 | APD | AIR PRODUCTS AND CHEMICALS I | $282.35 | -0.18% | 3.63% | 9.35% | $31.2M | 3.29% | +2,211 | +2.1% |
| 12 | RTX | RTX CORPORATION | $180.99 | 0.88% | 32.19% | 132.37% | $28.7M | 3.04% | −4,688 | −3.1% |
| 13 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $28.3M | 2.99% | −614 | −0.6% |
| 14 | NFLX | NETFLIX INC. | $82.18 | 0.76% | -33.80% | 58.78% | $24.5M | 2.59% | +48,632 | +23.6% |
| 15 | HSY | HERSHEY CO | $184.58 | 1.02% | 17.53% | 16.71% | $22.5M | 2.38% | −11,048 | −9.2% |
| 16 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $21.7M | 2.30% | +2,092 | +3.0% |
| 17 | VYM | VANGUARD WHITEHALL FDS | $158.24 | -1.35% | 24.39% | 72.68% | $18.1M | 1.91% | +9,080 | +8.0% |
| 18 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $16.7M | 1.77% | +262 | +0.4% |
| 19 | PANW | PALO ALTO NETWORKS INC | $272.05 | -2.58% | 36.30% | 309.05% | $15.9M | 1.68% | +16,637 | +20.1% |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $135.53 | -4.35% | 6.11% | 524.27% | $14.6M | 1.54% | +12,414 | +14.2% |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $5.0M | 0.53% | +50 | +0.7% |
| 22 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | 24.59% | 71.45% | $4.9M | 0.51% | +437 | +3.0% |
| 23 | WMT | WALMART INC | $118.88 | 0.97% | 22.99% | 166.67% | $4.5M | 0.47% | +1,557 | +4.5% |
| 24 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | 33.69% | 99.06% | $4.4M | 0.47% | −65 | −0.8% |
| 25 | CAT | CATERPILLAR INC | $904.28 | -3.85% | 158.69% | 378.33% | $3.6M | 0.39% | +671 | +15.0% |
| 26 | VGSH | VANGUARD SCOTTSDALE FDS | $58.04 | -0.17% | 3.78% | 9.28% | $3.3M | 0.34% | +23,730 | +74.1% |
| 27 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $2.8M | 0.29% | +224 | +3.1% |
| 28 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | 22.71% | 78.84% | $2.2M | 0.23% | −219 | −4.2% |
| 29 | ETN | EATON CORP PLC | $395.94 | -5.42% | 20.84% | 171.29% | $2.2M | 0.23% | −2 | −0.0% |
| 30 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | -8.09% | 17.02% | $1.9M | 0.20% | −26 | −0.2% |
| 31 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | — | — | $1.8M | 0.19% | +129 | +7.6% |
| 32 | XOM | EXXON MOBIL CORP | $149.92 | -1.39% | — | — | $1.7M | 0.18% | +694 | +7.4% |
| 33 | CATY | CATHAY GEN BANCORP | $58.22 | 0.07% | — | — | $1.6M | 0.16% | — | HELD |
| 34 | SMH | VANECK ETF TRUST | $569.69 | -9.22% | — | — | $1.3M | 0.13% | — | HELD |
| 35 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $1.2M | 0.13% | +908 | +29.3% |
| 36 | VBR | VANGUARD INDEX FDS | $234.32 | -1.10% | — | — | $1.1M | 0.12% | — | HELD |
| 37 | MA | MASTERCARD INCORPORATED | $491.08 | 1.93% | — | — | $1.1M | 0.12% | −20 | −0.9% |
| 38 | CVX | CHEVRON CORPORATION | $187.31 | -0.55% | — | — | $1.1M | 0.12% | +882 | +19.2% |
| 39 | EMR | EMERSON ELEC CO | $138.12 | -2.77% | — | — | $1.1M | 0.12% | −4 | −0.0% |
| 40 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | — | — | $1.0M | 0.11% | +1,303 | +57.9% |
| 41 | MRK | MERCK & CO INC | $120.79 | 0.44% | — | — | $971K | 0.10% | +73 | +0.9% |
| 42 | LLY | ELI LILLY & CO | $1131.42 | 0.55% | — | — | $909K | 0.10% | −75 | −7.1% |
| 43 | PPG | PPG INDS INC | $113.80 | 1.64% | — | — | $868K | 0.09% | — | HELD |
| 44 | MCD | MCDONALDS CORP | $279.84 | 2.61% | — | — | $807K | 0.09% | −344 | −11.7% |
| 45 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $415.17 | -6.69% | — | — | $789K | 0.08% | +772 | +49.4% |
| 46 | PEP | PEPSICO INC | $141.92 | -0.16% | — | — | $751K | 0.08% | −214 | −4.2% |
| 47 | HD | HOME DEPOT INC | $310.78 | 0.27% | — | — | $746K | 0.08% | +306 | +15.6% |
| 48 | CARR | CARRIER GLOBAL CORPORATION | $67.16 | -2.01% | — | — | $744K | 0.08% | — | HELD |
| 49 | MS | MORGAN STANLEY | $211.93 | -2.90% | — | — | $722K | 0.08% | +2,020 | +85.3% |
| 50 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $718K | 0.08% | — | HELD |
| 51 | SNOW | SNOWFLAKE INC | $238.26 | -2.42% | — | — | $681K | 0.07% | −1,657 | −26.8% |
| 52 | VCSH | VANGUARD SCOTTSDALE FDS | $78.61 | -0.29% | — | — | $661K | 0.07% | +471 | +6.0% |
| 53 | GLD | SPDR GOLD TR | $396.24 | -3.65% | — | — | $625K | 0.07% | −695 | −32.4% |
| 54 | DE | DEERE & CO | $583.44 | -1.40% | — | — | $580K | 0.06% | −13 | −1.2% |
| 55 | FCX | FREEPORT MCMORAN INC | $63.37 | -9.07% | — | — | $559K | 0.06% | +4,588 | +93.1% |
| 56 | ASML | ASML HLDG NV | $1641.74 | -6.59% | — | — | $526K | 0.06% | +209 | +110.6% |
| 57 | OTIS | OTIS WORLDWIDE CORP | $70.34 | 0.70% | — | — | $511K | 0.05% | — | HELD |
| 58 | ANGX | ANGEL STUDIOS INC | $2.74 | -11.04% | — | — | $500K | 0.05% | — | HELD |
| 59 | XLK | SELECT SECTOR SPDR TR | $180.30 | -6.66% | — | — | $490K | 0.05% | −50 | −1.3% |
| 60 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | — | — | $455K | 0.05% | +1,649 | +21.5% |
| 61 | HQY | HEALTHEQUITY INC | $88.67 | 3.07% | — | — | $452K | 0.05% | −1,536 | −22.1% |
| 62 | ALL | ALLSTATE CORP | $221.01 | 4.82% | — | — | $452K | 0.05% | — | HELD |
| 63 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | — | — | $430K | 0.05% | +10 | +1.4% |
| 64 | XLU | SELECT SECTOR SPDR TR | $44.35 | 0.93% | — | — | $425K | 0.04% | −326 | −3.4% |
| 65 | BP | BP PLC | $42.97 | -2.43% | — | — | $419K | 0.04% | +8,909 | NEW |
| 66 | IVV | ISHARES TR | $740.91 | -2.62% | — | — | $413K | 0.04% | +16 | +2.6% |
| 67 | CRWD | CROWDSTRIKE HLDGS INC | $671.02 | -6.68% | — | — | $411K | 0.04% | −222 | −17.4% |
| 68 | SDY | SPDR SERIES TRUST | $149.93 | 0.35% | — | — | $391K | 0.04% | — | HELD |
| 69 | XLY | SELECT SECTOR SPDR TR | $114.86 | -2.05% | — | — | $354K | 0.04% | — | HELD |
| 70 | BMY | BRISTOL-MYERS SQUIBB CO | $57.27 | 1.18% | — | — | $349K | 0.04% | −31 | −0.5% |
| 71 | YUM | YUM BRANDS INC | $150.87 | 1.88% | — | — | $341K | 0.04% | — | HELD |
| 72 | NEM | NEWMONT CORP | $99.71 | -7.96% | — | — | $331K | 0.04% | −149 | −4.6% |
| 73 | ABBV | ABBVIE INC | $227.23 | 1.02% | — | — | $325K | 0.03% | +63 | +4.4% |
| 74 | RSG | REPUBLIC SVCS INC | $210.04 | 1.02% | — | — | $320K | 0.03% | — | HELD |
| 75 | FNV | FRANCO NEV CORP | $218.74 | -7.31% | — | — | $318K | 0.03% | −150 | −10.4% |
| 76 | PFE | PFIZER INC | $26.04 | 1.36% | — | — | $313K | 0.03% | +11 | +0.1% |
| 77 | VCIT | VANGUARD SCOTTSDALE FDS | $81.91 | -0.56% | — | — | $306K | 0.03% | +50 | +1.4% |
| 78 | GSK | GSK PLC | $51.52 | 0.49% | — | — | $300K | 0.03% | +5,429 | NEW |
| 79 | CMI | CUMMINS INC | $651.22 | -3.96% | — | — | $295K | 0.03% | −2 | −0.4% |
| 80 | SRE | SEMPRA | $91.42 | 1.20% | — | — | $292K | 0.03% | — | HELD |
| 81 | ISRG | INTUITIVE SURGICAL INC | $422.06 | 0.77% | — | — | $291K | 0.03% | +631 | NEW |
| 82 | ORCL | ORACLE CORP | $213.68 | -9.59% | — | — | $286K | 0.03% | +102 | +5.5% |
| 83 | GEV | GE VERNOVA INC | $933.61 | -3.09% | — | — | $274K | 0.03% | — | HELD |
| 84 | XLV | SELECT SECTOR SPDR TR | $153.01 | 0.61% | — | — | $274K | 0.03% | −20 | −1.1% |
| 85 | PH | PARKER-HANNIFIN CORP | $882.34 | 1.16% | — | — | $270K | 0.03% | −3 | −1.0% |
| 86 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | — | — | $270K | 0.03% | +319 | NEW |
| 87 | VRT | VERTIV HOLDINGS CO | $300.51 | -7.23% | — | — | $269K | 0.03% | +1,073 | NEW |
| 88 | T | AT&T INC | $22.75 | -0.09% | — | — | $265K | 0.03% | −83 | −0.9% |
| 89 | TEL | TE CONNECTIVITY PLC | $212.65 | -3.67% | — | — | $261K | 0.03% | −6 | −0.5% |
| 90 | CMCSA | COMCAST CORP NEW | $23.82 | 2.10% | — | — | $261K | 0.03% | +136 | +1.5% |
| 91 | GE | GE AEROSPACE | $328.00 | 0.11% | — | — | $261K | 0.03% | −6 | −0.6% |
| 92 | CB | CHUBB LTD SWITZ | $326.27 | 3.74% | — | — | $255K | 0.03% | −9 | −1.1% |
| 93 | HWC | HANCOCK WHITNEY CORPORATION | $69.38 | 0.29% | — | — | $243K | 0.03% | — | HELD |
| 94 | KMB | KIMBERLY-CLARK CORP | $99.04 | 4.84% | — | — | $232K | 0.02% | — | HELD |
| 95 | DVY | ISHARES TR | $155.40 | 0.32% | — | — | $229K | 0.02% | — | HELD |
| 96 | SPYM | SPDR SERIES TRUST | $86.81 | -2.58% | — | — | $226K | 0.02% | — | HELD |
| 97 | RY | ROYAL BK CDA | $194.04 | -0.48% | — | — | $223K | 0.02% | +1,381 | NEW |
| 98 | HWM | HOWMET AEROSPACE INC | $251.90 | 1.03% | — | — | $220K | 0.02% | +955 | NEW |
| 99 | NVO | NOVO-NORDISK A S | $42.96 | -1.81% | — | — | $216K | 0.02% | +5,888 | NEW |
| 100 | HAL | HALLIBURTON CO | $39.18 | -4.95% | — | — | $211K | 0.02% | +5,411 | NEW |
| 101 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | — | — | — | — | $175K | 0.02% | +10,285 | NEW |
| 102 | LYG | LLOYDS BANKING GROUP PLC | — | — | — | — | $97K | 0.01% | +19,336 | NEW |
| 103 | ASG | LIBERTY ALL-STAR GROWTH FD I | — | — | — | — | $48K | 0.01% | +10,056 | NEW |
| 104 | PDSB | PDS BIOTECHNOLOGY CORP | — | — | — | — | $45K | 0.00% | +6 | +0.0% |
| 105 | MVIS | MICROVISION INC DEL | — | — | — | — | $9K | 0.00% | −12,184 | −46.5% |
| 106 | SPXL | DIREXION SHS ETF TR | — | — | — | — | — | — | −1,686 | EXITED |
| 107 | CRM | SALESFORCE INC | — | — | — | — | — | — | −1,353 | EXITED |
| 108 | SGOL | ETFS GOLD TR | — | — | — | — | — | — | −7,790 | EXITED |
| 109 | SLV | ISHARES SILVER TR | — | — | — | — | — | — | −3,930 | EXITED |
| 110 | TPG | TPG INC | — | — | — | — | — | — | −3,500 | EXITED |
| 111 | TCOM | TRIP COM GROUP LTD | — | — | — | — | — | — | −2,830 | EXITED |
| 112 | CINF | CINCINNATI FINL CORP | — | — | — | — | — | — | −1,238 | EXITED |
Source: SEC EDGAR · accession 0001131181-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.