Iron Gate Global Advisors as of Sept. 30, 2025
Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 103 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.2 | $96M | 190k | 503.42 | |
| Amazon (AMZN) | 8.4 | $87M | 397k | 219.99 | |
| Meta Platforms Cl A (META) | 8.2 | $85M | 116k | 732.29 | |
| NVIDIA Corporation (NVDA) | 7.5 | $78M | 417k | 186.38 | |
| Apple (AAPL) | 7.5 | $77M | 303k | 254.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $66M | 269k | 243.46 | |
| American Express Company (AXP) | 5.9 | $62M | 185k | 332.76 | |
| Microsoft Corporation (MSFT) | 5.8 | $60M | 116k | 517.65 | |
| Uber Technologies (UBER) | 4.2 | $43M | 442k | 97.98 | |
| Ishares Tr Ultra Short Dur (ICSH) | 4.1 | $43M | 843k | 50.74 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.9 | $41M | 61k | 666.23 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $30M | 50k | 600.17 | |
| Raytheon Technologies Corp (RTX) | 2.6 | $27M | 161k | 167.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $26M | 106k | 243.06 | |
| Netflix (NFLX) | 2.5 | $26M | 22k | 1196.06 | |
| Visa Com Cl A (V) | 2.3 | $24M | 70k | 341.48 | |
| Hershey Company (HSY) | 2.2 | $23M | 122k | 187.41 | |
| Palo Alto Networks (PANW) | 1.6 | $17M | 84k | 203.65 | |
| Air Products & Chemicals (APD) | 1.6 | $17M | 61k | 272.26 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $17M | 91k | 182.15 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $14M | 102k | 141.01 | |
| Johnson & Johnson (JNJ) | 1.2 | $13M | 68k | 185.20 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $7.9M | 24k | 325.55 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.8M | 15k | 328.15 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.7M | 36k | 103.26 | |
| Tesla Motors (TSLA) | 0.3 | $3.3M | 7.4k | 444.00 | |
| Broadcom (AVGO) | 0.2 | $2.3M | 6.9k | 329.63 | |
| Eaton Corp SHS (ETN) | 0.2 | $2.3M | 6.1k | 374.55 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.2M | 4.5k | 479.71 | |
| Caterpillar (CAT) | 0.2 | $2.1M | 4.5k | 476.63 | |
| Procter & Gamble Company (PG) | 0.2 | $2.1M | 14k | 153.67 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.7M | 1.8k | 928.49 | |
| Snowflake Com Shs (SNOW) | 0.2 | $1.6M | 7.1k | 225.84 | |
| Cathay General Ban (CATY) | 0.1 | $1.5M | 31k | 47.84 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.5M | 2.6k | 569.12 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $1.4M | 23k | 58.84 | |
| Emerson Electric (EMR) | 0.1 | $1.1M | 8.6k | 130.72 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | 5.2k | 208.64 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.0M | 9.0k | 112.72 | |
| Home Depot (HD) | 0.1 | $926k | 2.3k | 405.07 | |
| McDonald's Corporation (MCD) | 0.1 | $908k | 3.0k | 304.13 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $905k | 1.5k | 612.43 | |
| PPG Industries (PPG) | 0.1 | $852k | 8.1k | 104.93 | |
| Healthequity (HQY) | 0.1 | $852k | 9.0k | 94.14 | |
| Eli Lilly & Co. (LLY) | 0.1 | $838k | 1.1k | 762.81 | |
| Pepsi (PEP) | 0.1 | $796k | 5.7k | 140.40 | |
| Carrier Global Corporation (CARR) | 0.1 | $787k | 13k | 59.60 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 755010.00 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $743k | 2.4k | 315.59 | |
| Chevron Corporation (CVX) | 0.1 | $724k | 4.7k | 155.40 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $722k | 2.0k | 355.29 | |
| Merck & Co (MRK) | 0.1 | $669k | 8.0k | 83.85 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $607k | 6.6k | 91.49 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $604k | 1.2k | 489.96 | |
| Oracle Corporation (ORCL) | 0.0 | $510k | 1.8k | 280.10 | |
| Allstate Corporation (ALL) | 0.0 | $468k | 2.2k | 214.75 | |
| Deere & Company (DE) | 0.0 | $459k | 1.0k | 456.91 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $438k | 1.6k | 278.66 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $428k | 4.9k | 87.28 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $403k | 1.4k | 281.76 | |
| Bank of America Corporation (BAC) | 0.0 | $394k | 7.6k | 51.61 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $390k | 1.6k | 239.79 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $375k | 2.7k | 140.16 | |
| Morgan Stanley Com New (MS) | 0.0 | $375k | 2.4k | 159.28 | |
| Republic Services (RSG) | 0.0 | $372k | 1.6k | 230.20 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $371k | 1.7k | 212.10 | |
| Yum! Brands (YUM) | 0.0 | $369k | 2.4k | 152.25 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $341k | 4.1k | 84.10 | |
| Ge Aerospace Com New (GE) | 0.0 | $331k | 1.1k | 300.97 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $330k | 9.0k | 36.79 | |
| Abbvie (ABBV) | 0.0 | $328k | 1.4k | 231.80 | |
| Pfizer (PFE) | 0.0 | $324k | 13k | 25.45 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $319k | 1.4k | 222.05 | |
| salesforce (CRM) | 0.0 | $309k | 1.3k | 236.53 | |
| Ge Vernova (GEV) | 0.0 | $306k | 499.00 | 613.72 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $299k | 2.4k | 124.60 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $292k | 3.5k | 83.31 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $281k | 419.00 | 669.46 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $274k | 1.3k | 219.23 | |
| Sempra Energy (SRE) | 0.0 | $270k | 3.0k | 90.08 | |
| Newmont Mining Corporation (NEM) | 0.0 | $270k | 3.2k | 84.11 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $269k | 8.6k | 31.46 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $263k | 1.9k | 139.25 | |
| Bristol Myers Squibb (BMY) | 0.0 | $260k | 5.8k | 45.08 | |
| At&t (T) | 0.0 | $258k | 9.1k | 28.25 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $243k | 320.00 | 758.64 | |
| Hancock Holding Company (HWC) | 0.0 | $239k | 3.8k | 62.48 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $237k | 1.7k | 136.97 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $233k | 3.0k | 78.38 | |
| Cummins (CMI) | 0.0 | $232k | 548.00 | 422.77 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $231k | 5.9k | 39.04 | |
| Chubb (CB) | 0.0 | $220k | 781.00 | 282.19 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $215k | 1.5k | 142.09 | |
| Trip Com Group Ads (TCOM) | 0.0 | $213k | 2.8k | 75.36 | |
| Boeing Company (BA) | 0.0 | $210k | 974.00 | 215.53 | |
| Glacier Ban (GBCI) | 0.0 | $208k | 4.3k | 48.58 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $208k | 1.4k | 150.37 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $204k | 2.2k | 91.76 | |
| TPG Com Cl A (TPG) | 0.0 | $201k | 3.5k | 57.51 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $186k | 12k | 14.93 | |
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $130k | 10k | 13.00 | |
| Gambling Com Group Ordinary Shares (GAMB) | 0.0 | $84k | 10k | 8.15 | |
| Pds Biotechnology Ord (PDSB) | 0.0 | $77k | 75k | 1.02 |
