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Iron Gate Global Advisors LLC

Q2 2026 13F filing

Updated 27 days ago

109 disclosed positions worth $1B

Portfolio value
$1B
Total holdings
109
New positions
10
Closed positions
6
Increased
30
Decreased
27
Turnover
14.7%
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

B

BERKSHIRE HATHAWAY INC DEL

+1.2%
Value
$100.5M
Shares
200.9K
% Port
9.71%
A

AMAZON COM INC

+0.2%
Value
$95.8M
Shares
402.0K
% Port
9.26%
G

ALPHABET INC

-3.5%
Value
$83.3M
Shares
235.8K
% Port
8.05%
N

NVIDIA CORPORATION

+0.7%
Value
$83.1M
Shares
415.4K
% Port
8.03%
A

APPLE INC

-0.9%
Value
$80.2M
Shares
277.2K
% Port
7.75%
M

META PLATFORMS INC

+8.8%
Value
$74.8M
Shares
132.8K
% Port
7.23%
E

ISHARES TR

+16.1%
Value
$69.2M
Shares
1.37M
% Port
6.69%
A
8.AXP

AMERICAN EXPRESS CO

+1.2%
Value
$55.4M
Shares
163.8K
% Port
5.35%
M

MICROSOFT CORP

+19.6%
Value
$54.8M
Shares
147.0K
% Port
5.30%
U
10.UBER

UBER TECHNOLOGIES INC

+1.0%
Value
$35M
Shares
484.8K
% Port
3.38%
P
11.PANW

PALO ALTO NETWORKS INC

-0.2%
Value
$33.8M
Shares
99.1K
% Port
3.27%
A
12.APD

AIR PRODUCTS AND CHEMICALS I

-0.8%
Value
$31.2M
Shares
106.4K
% Port
3.01%
R
13.RTX

RTX CORPORATION

-2.0%
Value
$27.7M
Shares
146.0K
% Port
2.68%
V
14.V

VISA INC

+3.4%
Value
$25.5M
Shares
74.3K
% Port
2.46%
V
15.VGES

VANGUARD WHITEHALL FDS

+2.8%
Value
$19.8M
Shares
125.5K
% Port
1.92%
H
16.HSY

HERSHEY CO

+2.9%
Value
$19.6M
Shares
111.6K
% Port
1.89%
N
17.NFLX

NETFLIX INC.

+1.7%
Value
$18.5M
Shares
259.0K
% Port
1.79%
J
18.JNJ

JOHNSON & JOHNSON

0.0%
Value
$17.4M
Shares
68.4K
% Port
1.68%
H
19.HD

HOME DEPOT INC

+1632.9%
Value
$13.9M
Shares
39.3K
% Port
1.34%
P
20.PLTR

PALANTIR TECHNOLOGIES INC

+4.0%
Value
$12.1M
Shares
104.0K
% Port
1.17%
S
21.SPY

STATE STR SPDR S&P 500 ETF T

+1.4%
Value
$5.8M
Shares
7.8K
% Port
0.56%
Q
22.QQQ

INVESCO QQQ TR

+0.9%
Value
$5.7M
Shares
7.8K
% Port
0.55%
V
23.VGES

VANGUARD INDEX FDS

-1.3%
Value
$5.5M
Shares
15.0K
% Port
0.54%
C
24.CAT

CATERPILLAR INC

-0.0%
Value
$5.5M
Shares
5.1K
% Port
0.53%
W
25.WMT

WALMART INC

-3.1%
Value
$4M
Shares
34.9K
% Port
0.38%
T
26.TSLA

TESLA INC

+0.4%
Value
$3.1M
Shares
7.5K
% Port
0.30%
V
27.VGES

VANGUARD SCOTTSDALE FDS

-12.4%
Value
$2.8M
Shares
48.9K
% Port
0.27%
V
28.VGES

VANGUARD INDEX FDS

+513.7%
Value
$2.7M
Shares
30.8K
% Port
0.26%
E
29.ETN

EATON CORP PLC

Unchanged
Value
$2.6M
Shares
6.1K
% Port
0.25%
C
30.COST

COSTCO WHOLESALE CORPORATION

+43.3%
Value
$2.4M
Shares
2.6K
% Port
0.24%
H
31.HODL

VANECK ETF TRUST

Unchanged
Value
$2.2M
Shares
3.3K
% Port
0.21%
C
32.CATY

CATHAY GEN BANCORP

Unchanged
Value
$1.9M
Shares
31.1K
% Port
0.19%
P
33.PG

PROCTER & GAMBLE CO

Unchanged
Value
$1.9M
Shares
12.8K
% Port
0.18%
A
34.AVGO

BROADCOM INC

+0.5%
Value
$1.5M
Shares
4.0K
% Port
0.15%
V
35.VGES

VANGUARD INDEX FDS

-0.3%
Value
$1.3M
Shares
5.3K
% Port
0.12%
E
36.EMR

EMERSON ELEC CO

Unchanged
Value
$1.2M
Shares
8.6K
% Port
0.12%
L
37.LLY

ELI LILLY & CO

+0.1%
Value
$1.2M
Shares
989
% Port
0.11%
J

JPMORGAN CHASE & CO

+1.7%
Value
$1.2M
Shares
3.6K
% Port
0.11%
T

TAIWAN SEMICONDUCTOR MANUFAC

Unchanged
Value
$1.1M
Shares
2.3K
% Port
0.11%
M
40.MRK

MERCK & CO INC

+0.1%
Value
$1M
Shares
8.1K
% Port
0.10%
M
41.MA

MASTERCARD INCORPORATED

-14.4%
Value
$1M
Shares
2.0K
% Port
0.10%
S
42.SNOW

SNOWFLAKE INC

-13.3%
Value
$996K
Shares
3.9K
% Port
0.10%
P
43.PPG

PPG INDS INC

Unchanged
Value
$985K
Shares
8.1K
% Port
0.10%
C
44.CARR

CARRIER GLOBAL CORPORATION

Unchanged
Value
$969K
Shares
13.2K
% Port
0.09%
C
45.CVX

CHEVRON CORPORATION

+2.0%
Value
$925K
Shares
5.6K
% Port
0.09%
M

MORGAN STANLEY

Unchanged
Value
$917K
Shares
4.4K
% Port
0.09%
A

ASML HLDG NV

+1.0%
Value
$800K
Shares
402
% Port
0.08%
C
48.CRWD

CROWDSTRIKE HLDGS INC

-2.7%
Value
$781K
Shares
1.0K
% Port
0.08%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$749K
Shares
1
% Port
0.07%
S

SELECT SECTOR SPDR TR

+5.6%
Value
$741K
Shares
3.9K
% Port
0.07%