Iron Gate Global Advisors as of March 31, 2026
Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 105 positions in its portfolio as reported in the March 2026 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) | 10.1 | $95M | 199k | 479.20 | |
| Amazon (AMZN) | 8.8 | $84M | 401k | 208.31 | |
| NVIDIA Corporation (NVDA) | 7.6 | $72M | 413k | 174.44 | |
| Apple (AAPL) | 7.5 | $71M | 280k | 253.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.4 | $70M | 244k | 286.90 | |
| Meta Platforms Cl A (META) | 7.4 | $70M | 122k | 572.13 | |
| Ishares Tr Ultra Short Dur (ICSH) | 6.3 | $60M | 1.2M | 50.62 | |
| American Express Company (AXP) | 5.2 | $49M | 162k | 302.48 | |
| Microsoft Corporation (MSFT) | 4.8 | $46M | 123k | 370.17 | |
| Uber Technologies (UBER) | 3.6 | $35M | 480k | 71.93 | |
| Air Products & Chemicals (APD) | 3.3 | $31M | 107k | 290.49 | |
| Raytheon Technologies Corp (RTX) | 3.0 | $29M | 149k | 192.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $28M | 98k | 287.56 | |
| Netflix (NFLX) | 2.6 | $25M | 255k | 96.12 | |
| Hershey Company (HSY) | 2.4 | $23M | 108k | 207.89 | |
| Visa Com Cl A (V) | 2.3 | $22M | 72k | 302.24 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $18M | 122k | 148.10 | |
| Johnson & Johnson (JNJ) | 1.8 | $17M | 68k | 244.44 | |
| Palo Alto Networks (PANW) | 1.7 | $16M | 99k | 160.32 | |
| Palantir Technologies Cl A (PLTR) | 1.5 | $15M | 100k | 146.28 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $5.0M | 7.7k | 650.32 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.9M | 15k | 320.82 | |
| Wal-Mart Stores (WMT) | 0.5 | $4.5M | 36k | 124.27 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $4.4M | 7.7k | 577.32 | |
| Caterpillar (CAT) | 0.4 | $3.6M | 5.1k | 708.42 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $3.3M | 56k | 58.54 | |
| Tesla Motors (TSLA) | 0.3 | $2.8M | 7.4k | 371.56 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $2.2M | 5.0k | 436.76 | |
| Eaton Corp SHS (ETN) | 0.2 | $2.2M | 6.1k | 357.67 | |
| Procter & Gamble Company (PG) | 0.2 | $1.9M | 13k | 144.43 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | 1.8k | 996.57 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.7M | 10k | 169.66 | |
| Cathay General Ban (CATY) | 0.2 | $1.6M | 31k | 49.86 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.3M | 3.3k | 383.40 | |
| Broadcom (AVGO) | 0.1 | $1.2M | 4.0k | 309.66 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.1M | 5.3k | 217.25 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 2.3k | 499.69 | |
| Chevron Corporation (CVX) | 0.1 | $1.1M | 5.5k | 206.90 | |
| Emerson Electric (EMR) | 0.1 | $1.1M | 8.6k | 131.02 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.0M | 3.6k | 294.16 | |
| Merck & Co (MRK) | 0.1 | $971k | 8.1k | 120.29 | |
| Eli Lilly & Co. (LLY) | 0.1 | $909k | 988.00 | 920.23 | |
| PPG Industries (PPG) | 0.1 | $868k | 8.1k | 106.88 | |
| McDonald's Corporation (MCD) | 0.1 | $807k | 2.6k | 310.75 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $790k | 2.3k | 337.95 | |
| Pepsi (PEP) | 0.1 | $751k | 4.8k | 155.30 | |
| Home Depot (HD) | 0.1 | $746k | 2.3k | 328.92 | |
| Carrier Global Corporation (CARR) | 0.1 | $744k | 13k | 56.31 | |
| Morgan Stanley Com New (MS) | 0.1 | $722k | 4.4k | 164.57 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 | |
| Snowflake Com Shs (SNOW) | 0.1 | $681k | 4.5k | 150.82 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $661k | 8.3k | 79.27 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $625k | 1.5k | 430.29 | |
| Deere & Company (DE) | 0.1 | $580k | 1.0k | 563.30 | |
| Freeport Mcmoran CL B (FCX) | 0.1 | $559k | 9.5k | 58.78 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $526k | 398.00 | 1321.14 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $511k | 6.6k | 77.08 | |
| Angel Studios Cl A Com (ANGX) | 0.1 | $500k | 164k | 3.05 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $490k | 3.7k | 132.90 | |
| Bank of America Corporation (BAC) | 0.0 | $455k | 9.3k | 48.75 | |
| Healthequity (HQY) | 0.0 | $452k | 5.4k | 83.57 | |
| Allstate Corporation (ALL) | 0.0 | $452k | 2.2k | 207.34 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $430k | 719.00 | 597.38 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $425k | 9.3k | 45.89 | |
| BP Sponsored Adr (BP) | 0.0 | $419k | 8.9k | 47.00 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $413k | 632.00 | 653.21 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $411k | 1.1k | 390.41 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $391k | 2.7k | 145.94 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $354k | 3.3k | 108.98 | |
| Bristol Myers Squibb (BMY) | 0.0 | $349k | 5.8k | 60.65 | |
| Yum! Brands (YUM) | 0.0 | $341k | 2.2k | 155.45 | |
| Newmont Mining Corporation (NEM) | 0.0 | $332k | 3.1k | 108.25 | |
| Abbvie (ABBV) | 0.0 | $325k | 1.5k | 217.49 | |
| Republic Services (RSG) | 0.0 | $320k | 1.5k | 219.02 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $318k | 1.3k | 247.05 | |
| Pfizer (PFE) | 0.0 | $313k | 11k | 28.08 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $306k | 3.7k | 82.75 | |
| GSK Sponsored Adr (GSK) | 0.0 | $300k | 5.4k | 55.19 | |
| Cummins (CMI) | 0.0 | $295k | 548.00 | 538.42 | |
| Sempra Energy (SRE) | 0.0 | $292k | 3.0k | 97.17 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $291k | 631.00 | 460.99 | |
| Oracle Corporation (ORCL) | 0.0 | $286k | 1.9k | 147.08 | |
| Ge Vernova (GEV) | 0.0 | $274k | 314.00 | 872.90 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $274k | 1.9k | 146.61 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $270k | 302.00 | 895.24 | |
| Goldman Sachs (GS) | 0.0 | $270k | 319.00 | 845.99 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $269k | 1.1k | 250.58 | |
| At&t (T) | 0.0 | $265k | 9.2k | 28.99 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $261k | 1.3k | 209.02 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $261k | 9.1k | 28.71 | |
| Ge Aerospace Com New (GE) | 0.0 | $261k | 919.00 | 283.77 | |
| Chubb (CB) | 0.0 | $255k | 781.00 | 325.93 | |
| Hancock Holding Company (HWC) | 0.0 | $243k | 3.8k | 63.59 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $232k | 2.4k | 96.47 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $229k | 1.5k | 151.36 | |
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $226k | 3.0k | 76.54 | |
| Rbc Cad (RY) | 0.0 | $223k | 1.4k | 161.78 | |
| Howmet Aerospace (HWM) | 0.0 | $220k | 955.00 | 230.46 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $216k | 5.9k | 36.75 | |
| Halliburton Company (HAL) | 0.0 | $211k | 5.4k | 38.99 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $175k | 10k | 16.97 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $97k | 19k | 5.03 | |
| Liberty All-Star Growth Fund (ASG) | 0.0 | $48k | 10k | 4.75 | |
| Pds Biotechnology Ord (PDSB) | 0.0 | $45k | 75k | 0.60 | |
| Microvision Inc Del Com New (MVIS) | 0.0 | $9.0k | 14k | 0.64 |
