Iron Gate Global Advisors as of Dec. 31, 2025
Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 100 positions in its portfolio as reported in the December 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) | 9.8 | $96M | 191k | 502.65 | |
| Amazon (AMZN) | 9.1 | $89M | 385k | 230.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.1 | $80M | 254k | 313.80 | |
| Meta Platforms Cl A (META) | 7.8 | $76M | 115k | 660.10 | |
| Apple (AAPL) | 7.7 | $76M | 278k | 271.86 | |
| NVIDIA Corporation (NVDA) | 7.6 | $75M | 400k | 186.50 | |
| American Express Company (AXP) | 6.2 | $61M | 164k | 369.95 | |
| Microsoft Corporation (MSFT) | 5.7 | $56M | 115k | 483.62 | |
| Ishares Tr Ultra Short Dur (ICSH) | 5.3 | $51M | 1.0M | 50.58 | |
| Uber Technologies (UBER) | 3.8 | $37M | 454k | 81.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $31M | 99k | 313.00 | |
| Raytheon Technologies Corp (RTX) | 2.9 | $28M | 154k | 183.40 | |
| Air Products & Chemicals (APD) | 2.7 | $26M | 105k | 247.02 | |
| Visa Com Cl A (V) | 2.5 | $25M | 70k | 350.71 | |
| Hershey Company (HSY) | 2.2 | $22M | 120k | 181.98 | |
| Netflix (NFLX) | 2.0 | $19M | 206k | 93.76 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $16M | 113k | 143.52 | |
| Palantir Technologies Cl A (PLTR) | 1.6 | $16M | 88k | 177.75 | |
| Palo Alto Networks (PANW) | 1.6 | $15M | 83k | 184.20 | |
| Johnson & Johnson (JNJ) | 1.4 | $14M | 68k | 206.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $5.2M | 7.7k | 681.96 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.9M | 15k | 335.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.8M | 7.7k | 614.27 | |
| Wal-Mart Stores (WMT) | 0.4 | $3.8M | 35k | 111.41 | |
| Tesla Motors (TSLA) | 0.3 | $3.2M | 7.2k | 449.72 | |
| Caterpillar (CAT) | 0.3 | $2.6M | 4.5k | 572.84 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.6M | 5.2k | 487.82 | |
| Eaton Corp SHS (ETN) | 0.2 | $1.9M | 6.1k | 318.51 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $1.9M | 32k | 58.73 | |
| Procter & Gamble Company (PG) | 0.2 | $1.8M | 13k | 143.30 | |
| Cathay General Ban (CATY) | 0.2 | $1.5M | 31k | 48.39 | |
| Costco Wholesale Corporation (COST) | 0.1 | $1.5M | 1.7k | 862.42 | |
| Snowflake Com Shs (SNOW) | 0.1 | $1.4M | 6.2k | 219.36 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | 2.3k | 570.96 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.2M | 3.3k | 360.13 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.1M | 1.1k | 1075.16 | |
| Emerson Electric (EMR) | 0.1 | $1.1M | 8.6k | 132.72 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | 9.4k | 120.34 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | 5.3k | 211.79 | |
| Broadcom (AVGO) | 0.1 | $1.1M | 3.1k | 346.10 | |
| McDonald's Corporation (MCD) | 0.1 | $899k | 2.9k | 305.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $851k | 2.1k | 396.31 | |
| Merck & Co (MRK) | 0.1 | $842k | 8.0k | 105.26 | |
| PPG Industries (PPG) | 0.1 | $832k | 8.1k | 102.46 | |
| Angel Studios Cl A Com (ANGX) | 0.1 | $766k | 164k | 4.67 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $726k | 2.3k | 322.22 | |
| Pepsi (PEP) | 0.1 | $725k | 5.1k | 143.52 | |
| Chevron Corporation (CVX) | 0.1 | $700k | 4.6k | 152.41 | |
| Carrier Global Corporation (CARR) | 0.1 | $698k | 13k | 52.84 | |
| Home Depot (HD) | 0.1 | $675k | 2.0k | 344.17 | |
| Healthequity (HQY) | 0.1 | $637k | 6.9k | 91.61 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $627k | 7.9k | 79.73 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $597k | 1.3k | 468.76 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $579k | 6.6k | 87.35 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $538k | 3.7k | 143.97 | |
| Deere & Company (DE) | 0.0 | $486k | 1.0k | 465.57 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $475k | 1.6k | 303.89 | |
| Allstate Corporation (ALL) | 0.0 | $454k | 2.2k | 208.15 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $445k | 709.00 | 627.17 | |
| Bank of America Corporation (BAC) | 0.0 | $423k | 7.7k | 55.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $422k | 616.00 | 684.94 | |
| Morgan Stanley Com New (MS) | 0.0 | $420k | 2.4k | 177.53 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $410k | 9.6k | 42.69 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $388k | 3.3k | 119.41 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $373k | 2.7k | 139.16 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.0 | $372k | 1.7k | 220.61 | |
| Oracle Corporation (ORCL) | 0.0 | $359k | 1.8k | 194.86 | |
| salesforce (CRM) | 0.0 | $359k | 1.4k | 264.93 | |
| Yum! Brands (YUM) | 0.0 | $332k | 2.2k | 151.25 | |
| Abbvie (ABBV) | 0.0 | $327k | 1.4k | 228.49 | |
| Newmont Mining Corporation (NEM) | 0.0 | $321k | 3.2k | 99.85 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $320k | 7.8k | 41.08 | |
| Bristol Myers Squibb (BMY) | 0.0 | $312k | 5.8k | 53.94 | |
| Republic Services (RSG) | 0.0 | $310k | 1.5k | 211.93 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $305k | 3.6k | 83.75 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $298k | 1.4k | 207.28 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $292k | 1.9k | 154.80 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $286k | 1.3k | 227.51 | |
| Ge Aerospace Com New (GE) | 0.0 | $285k | 925.00 | 308.03 | |
| Cummins (CMI) | 0.0 | $281k | 550.00 | 510.75 | |
| Pfizer (PFE) | 0.0 | $277k | 11k | 24.90 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $268k | 305.00 | 878.96 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $268k | 9.0k | 29.89 | |
| Sempra Energy (SRE) | 0.0 | $265k | 3.0k | 88.29 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $253k | 3.9k | 64.42 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $250k | 4.9k | 50.79 | |
| Chubb (CB) | 0.0 | $247k | 790.00 | 312.12 | |
| Hancock Holding Company (HWC) | 0.0 | $244k | 3.8k | 63.68 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $242k | 2.4k | 100.89 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $237k | 3.0k | 80.22 | |
| At&t (T) | 0.0 | $230k | 9.2k | 24.84 | |
| TPG Com Cl A (TPG) | 0.0 | $223k | 3.5k | 63.84 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $213k | 1.5k | 141.09 | |
| Ge Vernova (GEV) | 0.0 | $205k | 314.00 | 653.57 | |
| Trip Com Group Ads (TCOM) | 0.0 | $204k | 2.8k | 71.91 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $202k | 189.00 | 1069.86 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $202k | 1.2k | 163.32 | |
| Pds Biotechnology Ord (PDSB) | 0.0 | $58k | 75k | 0.77 | |
| Microvision Inc Del Com New (MVIS) | 0.0 | $22k | 26k | 0.83 |
