Iron Gate Global Advisors as of June 30, 2026
Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 109 positions in its portfolio as reported in the June 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) | 9.7 | $101M | 201k | 500.39 | |
| Amazon (AMZN) | 9.3 | $96M | 402k | 238.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.1 | $83M | 236k | 353.33 | |
| NVIDIA Corporation (NVDA) | 8.0 | $83M | 415k | 200.09 | |
| Apple (AAPL) | 7.8 | $80M | 277k | 289.36 | |
| Meta Platforms Cl A (META) | 7.2 | $75M | 133k | 563.29 | |
| Ishares Tr Ultra Short Dur (ICSH) | 6.7 | $69M | 1.4M | 50.58 | |
| American Express Company (AXP) | 5.4 | $55M | 164k | 338.25 | |
| Microsoft Corporation (MSFT) | 5.3 | $55M | 147k | 373.02 | |
| Uber Technologies (UBER) | 3.4 | $35M | 485k | 72.16 | |
| Palo Alto Networks (PANW) | 3.3 | $34M | 99k | 341.02 | |
| Air Products & Chemicals (APD) | 3.0 | $31M | 106k | 293.18 | |
| Raytheon Technologies Corp (RTX) | 2.7 | $28M | 146k | 189.73 | |
| Visa Com Cl A (V) | 2.5 | $26M | 74k | 343.09 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $20M | 126k | 158.03 | |
| Hershey Company (HSY) | 1.9 | $20M | 112k | 175.45 | |
| Netflix (NFLX) | 1.8 | $19M | 259k | 71.40 | |
| Johnson & Johnson (JNJ) | 1.7 | $17M | 68k | 253.97 | |
| Home Depot (HD) | 1.3 | $14M | 39k | 352.68 | |
| Palantir Technologies Cl A (PLTR) | 1.2 | $12M | 104k | 116.67 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $5.8M | 7.8k | 746.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.7M | 7.8k | 736.36 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.5M | 15k | 370.05 | |
| Caterpillar (CAT) | 0.5 | $5.5M | 5.1k | 1064.85 | |
| Wal-Mart Stores (WMT) | 0.4 | $4.0M | 35k | 113.26 | |
| Tesla Motors (TSLA) | 0.3 | $3.1M | 7.5k | 420.60 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.8M | 49k | 58.20 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.7M | 31k | 86.14 | |
| Eaton Corp SHS (ETN) | 0.2 | $2.6M | 6.1k | 426.12 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.4M | 2.6k | 935.35 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $2.2M | 3.3k | 655.89 | |
| Cathay General Ban (CATY) | 0.2 | $1.9M | 31k | 61.99 | |
| Procter & Gamble Company (PG) | 0.2 | $1.9M | 13k | 146.63 | |
| Broadcom (AVGO) | 0.1 | $1.5M | 4.0k | 377.75 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.3M | 5.3k | 242.99 | |
| Emerson Electric (EMR) | 0.1 | $1.2M | 8.6k | 143.15 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | 989.00 | 1198.85 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.2M | 3.6k | 327.33 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.1M | 2.3k | 477.57 | |
| Merck & Co (MRK) | 0.1 | $1.0M | 8.1k | 128.50 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | 2.0k | 513.50 | |
| Snowflake Com Shs (SNOW) | 0.1 | $996k | 3.9k | 254.50 | |
| PPG Industries (PPG) | 0.1 | $985k | 8.1k | 121.29 | |
| Carrier Global Corporation (CARR) | 0.1 | $969k | 13k | 73.35 | |
| Chevron Corporation (CVX) | 0.1 | $925k | 5.6k | 165.76 | |
| Morgan Stanley Com New (MS) | 0.1 | $917k | 4.4k | 209.04 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $800k | 402.00 | 1989.44 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $782k | 1.0k | 763.14 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $741k | 3.9k | 190.52 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $659k | 8.3k | 79.03 | |
| Deere & Company (DE) | 0.1 | $653k | 1.0k | 634.33 | |
| Angel Studios Cl A Com (ANGX) | 0.1 | $602k | 164k | 3.67 | |
| Freeport Mcmoran CL B (FCX) | 0.1 | $598k | 9.5k | 62.89 | |
| McDonald's Corporation (MCD) | 0.1 | $579k | 2.1k | 270.31 | |
| Pepsi (PEP) | 0.1 | $558k | 4.1k | 135.41 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $547k | 796.00 | 687.23 | |
| Bank of America Corporation (BAC) | 0.1 | $531k | 9.3k | 56.98 | |
| Allstate Corporation (ALL) | 0.1 | $519k | 2.2k | 237.94 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $475k | 6.6k | 71.60 | |
| Advanced Micro Devices (AMD) | 0.0 | $462k | 796.00 | 580.91 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $422k | 564.00 | 748.89 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $416k | 1.1k | 368.38 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $408k | 2.7k | 152.18 | |
| Healthequity (HQY) | 0.0 | $394k | 4.4k | 90.32 | |
| Cummins (CMI) | 0.0 | $391k | 548.00 | 713.82 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $390k | 8.6k | 45.34 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $381k | 3.3k | 117.28 | |
| Abbvie (ABBV) | 0.0 | $374k | 1.5k | 251.64 | |
| Yum! Brands (YUM) | 0.0 | $350k | 2.2k | 159.83 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $349k | 1.0k | 334.82 | |
| Ge Aerospace Com New (GE) | 0.0 | $337k | 901.00 | 373.73 | |
| Bristol Myers Squibb (BMY) | 0.0 | $332k | 5.8k | 57.62 | |
| BP Sponsored Adr (BP) | 0.0 | $329k | 8.9k | 36.95 | |
| Ge Vernova (GEV) | 0.0 | $323k | 275.00 | 1174.86 | |
| Goldman Sachs (GS) | 0.0 | $323k | 319.00 | 1011.37 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $313k | 3.8k | 82.65 | |
| Republic Services (RSG) | 0.0 | $312k | 1.5k | 213.08 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $304k | 3.5k | 86.95 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $297k | 1.9k | 158.66 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $295k | 302.00 | 978.12 | |
| Hancock Holding Company (HWC) | 0.0 | $286k | 3.8k | 74.72 | |
| Newmont Mining Corporation (NEM) | 0.0 | $286k | 3.1k | 93.40 | |
| Rbc Cad (RY) | 0.0 | $286k | 1.4k | 206.97 | |
| Oracle Corporation (ORCL) | 0.0 | $285k | 1.9k | 146.53 | |
| GSK Sponsored Adr (GSK) | 0.0 | $285k | 5.4k | 52.42 | |
| Sempra Energy (SRE) | 0.0 | $278k | 3.0k | 92.71 | |
| Pfizer (PFE) | 0.0 | $268k | 11k | 24.08 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $268k | 1.3k | 208.44 | |
| Chubb (CB) | 0.0 | $266k | 781.00 | 340.74 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $263k | 2.4k | 109.77 | |
| Oruka Therapeutics (ORKA) | 0.0 | $262k | 2.8k | 95.17 | |
| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $260k | 3.0k | 87.88 | |
| Howmet Aerospace (HWM) | 0.0 | $257k | 955.00 | 268.86 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $252k | 1.3k | 201.61 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $251k | 631.00 | 397.68 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $250k | 3.2k | 77.87 | |
| Boston Scientific Corporation (BSX) | 0.0 | $248k | 5.8k | 42.68 | |
| Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) | 0.0 | $240k | 886.00 | 270.67 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $236k | 1.5k | 156.25 | |
| Cisco Systems (CSCO) | 0.0 | $235k | 2.0k | 117.46 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $229k | 1.2k | 185.14 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $216k | 499.00 | 433.33 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $205k | 10k | 19.89 | |
| Glacier Ban (GBCI) | 0.0 | $201k | 3.9k | 51.58 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $113k | 19k | 5.83 | |
| Pds Biotechnology Ord (PDSB) | 0.0 | $62k | 70k | 0.88 | |
| Liberty All-Star Growth Fund (ASG) | 0.0 | $55k | 10k | 5.47 | |
| Microvision Inc Del Com New (MVIS) | 0.0 | $4.4k | 14k | 0.33 |
