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
| # | 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% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $83.5M | 8.82% | — | HELD |
| 3 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $72.0M | 7.60% | — | HELD |
| 4 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $71.0M | 7.50% | — | HELD |
| 5 | GOOG | ALPHABET INC | $333.68 | -0.62% | 77.27% | 132.86% | $70.1M | 7.40% | — | HELD |
| 6 | META | META PLATFORMS INC | $539.03 | -7.95% | -21.66% | 55.72% | $69.9M | 7.38% | — | HELD |
| 7 | ICSH | ISHARES TR | $50.56 | 0.06% | 3.95% | 20.38% | $59.6M | 6.30% | — | HELD |
| 8 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 15.92% | 116.12% | $49.0M | 5.17% | — | HELD |
| 9 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $45.5M | 4.81% | — | HELD |
| 10 | UBER | UBER TECHNOLOGIES INC | $70.37 | -1.17% | -20.38% | 76.79% | $34.5M | 3.65% | — | HELD |
| 11 | APD | AIR PRODUCTS AND CHEMICALS I | $300.20 | 2.02% | 7.23% | 23.83% | $31.2M | 3.29% | — | HELD |
| 12 | RTX | RTX CORPORATION | $214.38 | -0.40% | 37.56% | 177.98% | $28.7M | 3.04% | — | HELD |
| 13 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $28.3M | 2.99% | — | HELD |
| 14 | NFLX | NETFLIX INC. | $73.17 | -0.62% | -36.85% | 28.55% | $24.5M | 2.59% | — | HELD |
| 15 | HSY | HERSHEY CO | $177.23 | -3.63% | -2.81% | 12.95% | $22.5M | 2.38% | — | HELD |
| 16 | V | VISA INC | $366.27 | -0.67% | 8.37% | 65.12% | $21.7M | 2.30% | — | HELD |
| 17 | VYM | VANGUARD WHITEHALL FDS | $161.96 | 0.18% | 24.05% | 73.00% | $18.1M | 1.91% | — | HELD |
| 18 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | 56.99% | 69.37% | $16.7M | 1.77% | — | HELD |
| 19 | PANW | PALO ALTO NETWORKS INC | $325.68 | 3.67% | 81.72% | 308.84% | $15.9M | 1.68% | — | HELD |
| 20 | PLTR | PALANTIR TECHNOLOGIES INC | $122.26 | -0.60% | -20.27% | 366.97% | $14.6M | 1.54% | — | HELD |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | 18.63% | 72.84% | $5.0M | 0.53% | — | HELD |
| 22 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | 19.26% | 65.80% | $4.9M | 0.51% | — | HELD |
| 23 | WMT | WALMART INC | $111.10 | -2.73% | 13.75% | 139.00% | $4.5M | 0.47% | — | HELD |
| 24 | QQQ | INVESCO QQQ TR | — | — | 20.05% | 79.46% | $4.4M | 0.47% | — | HELD |
| 25 | CAT | CATERPILLAR INC | $809.14 | 3.38% | 90.45% | 318.17% | $3.6M | 0.39% | — | HELD |
| 26 | VGSH | VANGUARD SCOTTSDALE FDS | $58.13 | 0.02% | 2.62% | 9.75% | $3.3M | 0.34% | — | HELD |
| 27 | TSLA | TESLA INC | $308.85 | 3.53% | -1.42% | 21.64% | $2.8M | 0.29% | — | HELD |
| 28 | VUG | VANGUARD INDEX FDS | $84.27 | 2.68% | 11.12% | 64.94% | $2.2M | 0.23% | — | HELD |
| 29 | ETN | EATON CORP PLC | $386.89 | 6.91% | 2.65% | 147.72% | $2.2M | 0.23% | — | HELD |
| 30 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | -1.63% | 14.96% | $1.9M | 0.20% | — | HELD |
| 31 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | — | — | $1.8M | 0.19% | — | HELD |
| 32 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $1.7M | 0.18% | — | HELD |
| 33 | CATY | CATHAY GEN BANCORP | $63.03 | -0.33% | — | — | $1.6M | 0.16% | — | HELD |
| 34 | SMH | VANECK ETF TRUST | $538.90 | 6.88% | — | — | $1.3M | 0.13% | — | HELD |
| 35 | AVGO | BROADCOM INC | $387.84 | 4.73% | — | — | $1.2M | 0.13% | — | HELD |
| 36 | VBR | VANGUARD INDEX FDS | $245.11 | 0.04% | — | — | $1.1M | 0.12% | — | HELD |
| 37 | MA | MASTERCARD INCORPORATED | $577.35 | 2.49% | — | — | $1.1M | 0.12% | — | HELD |
| 38 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | — | — | $1.1M | 0.12% | — | HELD |
| 39 | EMR | EMERSON ELEC CO | $148.64 | 2.00% | — | — | $1.1M | 0.12% | — | HELD |
| 40 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | — | — | $1.0M | 0.11% | — | HELD |
| 41 | MRK | MERCK & CO INC | $129.79 | -0.44% | — | — | $971K | 0.10% | — | HELD |
| 42 | LLY | ELI LILLY & CO | $1154.97 | -4.55% | — | — | $909K | 0.10% | — | HELD |
| 43 | PPG | PPG INDS INC | $112.03 | 0.18% | — | — | $868K | 0.09% | — | HELD |
| 44 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $807K | 0.09% | — | HELD |
| 45 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.31 | 7.64% | — | — | $789K | 0.08% | — | HELD |
| 46 | PEP | PEPSICO INC | $140.20 | -2.30% | — | — | $751K | 0.08% | — | HELD |
| 47 | HD | HOME DEPOT INC | $333.35 | -1.45% | — | — | $746K | 0.08% | — | HELD |
| 48 | CARR | CARRIER GLOBAL CORPORATION | $61.39 | 2.45% | — | — | $744K | 0.08% | — | HELD |
| 49 | MS | MORGAN STANLEY | $210.06 | 3.41% | — | — | $722K | 0.08% | — | HELD |
| 50 | BRK/A | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $718K | 0.08% | — | HELD |
| 51 | SNOW | SNOWFLAKE INC | $298.10 | 5.37% | — | — | $681K | 0.07% | — | HELD |
| 52 | VCSH | VANGUARD SCOTTSDALE FDS | $78.67 | 0.08% | — | — | $661K | 0.07% | — | HELD |
| 53 | GLD | SPDR GOLD TR | $377.16 | 1.64% | — | — | $625K | 0.07% | — | HELD |
| 54 | DE | DEERE & CO | $599.47 | -1.88% | — | — | $580K | 0.06% | — | HELD |
| 55 | FCX | FREEPORT MCMORAN INC | $63.44 | 5.75% | — | — | $559K | 0.06% | — | HELD |
| 56 | ASML | ASML HLDG NV | $1651.44 | 6.50% | — | — | $526K | 0.06% | — | HELD |
| 57 | OTIS | OTIS WORLDWIDE CORP | $71.69 | -2.28% | — | — | $511K | 0.05% | — | HELD |
| 58 | ANGX | ANGEL STUDIOS INC | $4.09 | 4.34% | — | — | $500K | 0.05% | — | HELD |
| 59 | XLK | SELECT SECTOR SPDR TR | $175.73 | 5.50% | — | — | $490K | 0.05% | — | HELD |
| 60 | BAC | BANK AMERICA CORP | $61.73 | 1.08% | — | — | $455K | 0.05% | — | HELD |
| 61 | HQY | HEALTHEQUITY INC | $100.99 | -3.02% | — | — | $452K | 0.05% | — | HELD |
| 62 | ALL | ALLSTATE CORP | $265.38 | -3.28% | — | — | $452K | 0.05% | — | HELD |
| 63 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | — | — | $430K | 0.05% | — | HELD |
| 64 | XLU | SELECT SECTOR SPDR TR | $44.66 | -0.56% | — | — | $425K | 0.04% | — | HELD |
| 65 | BP | BP PLC | $44.22 | 2.08% | — | — | $419K | 0.04% | — | HELD |
| 66 | IVV | ISHARES TR | $745.20 | 1.65% | — | — | $413K | 0.04% | — | HELD |
| 67 | CRWD | CROWDSTRIKE HLDGS INC | $185.22 | 3.26% | — | — | $411K | 0.04% | — | HELD |
| 68 | SDY | SPDR SERIES TRUST | $155.44 | -1.46% | — | — | $391K | 0.04% | — | HELD |
| 69 | XLY | SELECT SECTOR SPDR TR | $112.39 | 0.70% | — | — | $354K | 0.04% | — | HELD |
| 70 | BMY | BRISTOL-MYERS SQUIBB CO | $64.86 | 2.79% | — | — | $349K | 0.04% | — | HELD |
| 71 | YUM | YUM BRANDS INC | $157.00 | 3.34% | — | — | $341K | 0.04% | — | HELD |
| 72 | NEM | NEWMONT CORP | $95.76 | 4.84% | — | — | $331K | 0.04% | — | HELD |
| 73 | ABBV | ABBVIE INC | $257.41 | -2.24% | — | — | $325K | 0.03% | — | HELD |
| 74 | RSG | REPUBLIC SVCS INC | $211.33 | -3.46% | — | — | $320K | 0.03% | — | HELD |
| 75 | FNV | FRANCO NEV CORP | $221.36 | 3.26% | — | — | $318K | 0.03% | — | HELD |
| 76 | PFE | PFIZER INC | $24.91 | -0.95% | — | — | $313K | 0.03% | — | HELD |
| 77 | VCIT | VANGUARD SCOTTSDALE FDS | $81.38 | 0.15% | — | — | $306K | 0.03% | — | HELD |
| 78 | GSK | GSK PLC | $52.07 | -2.16% | — | — | $300K | 0.03% | — | HELD |
| 79 | CMI | CUMMINS INC | $632.98 | 4.45% | — | — | $295K | 0.03% | — | HELD |
| 80 | SRE | SEMPRA | $89.58 | 0.86% | — | — | $292K | 0.03% | — | HELD |
| 81 | ISRG | INTUITIVE SURGICAL INC | $352.97 | -0.04% | — | — | $291K | 0.03% | — | HELD |
| 82 | ORCL | ORACLE CORP | $127.56 | 8.34% | — | — | $286K | 0.03% | — | HELD |
| 83 | GEV | GE VERNOVA INC | $981.98 | 9.07% | — | — | $274K | 0.03% | — | HELD |
| 84 | XLV | SELECT SECTOR SPDR TR | $163.52 | -1.64% | — | — | $274K | 0.03% | — | HELD |
| 85 | PH | PARKER-HANNIFIN CORP | $962.79 | 1.23% | — | — | $270K | 0.03% | — | HELD |
| 86 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | — | — | $270K | 0.03% | — | HELD |
| 87 | VRT | VERTIV HOLDINGS CO | $227.50 | 2.00% | — | — | $269K | 0.03% | — | HELD |
| 88 | T | AT&T INC | $23.21 | -3.05% | — | — | $265K | 0.03% | — | HELD |
| 89 | TEL | TE CONNECTIVITY PLC | $206.58 | -0.18% | — | — | $261K | 0.03% | — | HELD |
| 90 | CMCSA | COMCAST CORP NEW | $23.67 | -3.82% | — | — | $261K | 0.03% | — | HELD |
| 91 | GE | GE AEROSPACE | $355.04 | 1.26% | — | — | $261K | 0.03% | — | HELD |
| 92 | CB | CHUBB LTD SWITZ | $350.15 | -3.25% | — | — | $255K | 0.03% | — | HELD |
| 93 | HWC | HANCOCK WHITNEY CORPORATION | $76.29 | -0.90% | — | — | $243K | 0.03% | — | HELD |
| 94 | KMB | KIMBERLY-CLARK CORP | $110.19 | -2.67% | — | — | $232K | 0.02% | — | HELD |
| 95 | DVY | ISHARES TR | $161.93 | -1.09% | — | — | $229K | 0.02% | — | HELD |
| 96 | SPYM | SPDR SERIES TRUST | $87.31 | 1.61% | — | — | $226K | 0.02% | — | HELD |
| 97 | RY | ROYAL BK CDA | $210.12 | 1.78% | — | — | $223K | 0.02% | — | HELD |
| 98 | HWM | HOWMET AEROSPACE INC | $277.28 | 1.65% | — | — | $220K | 0.02% | — | HELD |
| 99 | NVO | NOVO-NORDISK A S | $51.61 | 0.06% | — | — | $216K | 0.02% | — | HELD |
| 100 | HAL | HALLIBURTON CO | $31.64 | 1.44% | — | — | $211K | 0.02% | — | HELD |
| 101 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | — | — | — | — | $175K | 0.02% | — | HELD |
| 102 | LYG | LLOYDS BANKING GROUP PLC | — | — | — | — | $97K | 0.01% | — | HELD |
| 103 | ASG | LIBERTY ALL-STAR GROWTH FD I | — | — | — | — | $48K | 0.01% | — | HELD |
| 104 | PDSB | PDS BIOTECHNOLOGY CORP | — | — | — | — | $45K | 0.00% | — | HELD |
| 105 | MVIS | MICROVISION INC DEL | — | — | — | — | $9K | 0.00% | — | HELD |
Source: SEC EDGAR · accession 0001131181-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.