Iron Gate Global Advisors LLC

CIK

1131181

Location

NSL, UT

Portfolio Value

Small $851,981,025

Diversification

Diversified

Filing Date

Global Rank

#1,827 / 8,636 ▼ 15 · as of Mar 2026

Top Industry

Internet Content & Information 20.0%

3Y Alpha vs SPY

+2.7%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+88.7%

SPY

+77.3%

Annualised alpha

+2.5%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 97% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

85 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

−0.8 pts

Top 5

49.4%

−0.7 pts

Top 10

76.4%

−2.4 pts

HHI

700

Diversified−31

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.2%	$257,719,113	14
Communication Services	22.7%	$193,775,186	6
Financial Services	20.3%	$173,230,088	16
Consumer Cyclical	10.4%	$88,189,688	5
Industrials	4.6%	$39,420,227	14
Basic Materials	3.9%	$33,235,599	5
Consumer Defensive	3.7%	$31,676,861	6
Healthcare	2.5%	$20,883,667	11
Unclassified	1.2%	$10,078,578	3
Energy	0.4%	$3,480,508	4
Utilities	0.0%	$291,510	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+48,632	254,824	$24,501,327
UBER	Uber Technologies, Inc	+26,092	480,068	$34,531,291
PANW	Palo Alto Networks Inc	+16,637	99,354	$15,928,433
AMZN	Amazon Com Inc	+16,105	401,053	$83,527,308
PLTR	Palantir Technologies Inc.	+12,414	99,945	$14,619,954
NVDA	Nvidia Corp	+12,253	412,624	$71,961,625
BRK-B	Berkshire Hathaway Inc	+8,034	198,545	$95,860,424
MSFT	Microsoft Corp	+7,724	122,966	$45,518,324
META	Meta Platforms, Inc.	+7,379	122,134	$69,876,525
FCX	Freeport-Mcmoran Inc	+4,588	9,514	$559,232
APD	Air Products & Chemicals, Inc.	+2,211	107,265	$31,159,409
V	Visa Inc.	+2,092	71,931	$21,740,425
MS	Morgan Stanley	+2,020	4,387	$721,968
AAPL	Apple Inc.	+1,752	279,620	$70,964,759
BAC	Bank Of America Corp /De/	+1,649	9,334	$455,032
WMT	Walmart Inc.	+1,557	36,031	$4,477,932
JPM	Jpmorgan Chase & Co	+1,303	3,555	$1,045,738
AVGO	Broadcom Inc.	+908	4,008	$1,240,516
CVX	Chevron Corp	+882	5,472	$1,132,156
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+772	2,336	$789,451
XOM	ExxonMobil Holdings Corp	+694	10,130	$1,718,655
CAT	Caterpillar Inc	+671	5,145	$3,645,026
HD	Home Depot, Inc.	+306	2,267	$745,593
JNJ	Johnson & Johnson	+262	68,372	$16,712,851
TSLA	Tesla, Inc.	+224	7,449	$2,769,165
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MVIS	Microvision, Inc.	−12,184	14,046	$0
HSY	Hershey Co	−11,048	108,434	$22,542,344
GOOGL	Alphabet Inc.	−9,921	342,683	$98,370,926
RTX	RTX Corp	−4,688	149,000	$28,742,100
AXP	American Express Co	−2,172	161,839	$48,953,060
SNOW	Snowflake Inc.	−1,657	4,516	$681,103
HQY	Healthequity, Inc.	−1,536	5,413	$452,364
GLD	Spdr Gold Trust	−695	1,452	$624,781
MCD	Mcdonalds Corp	−344	2,596	$806,810
CRWD	CrowdStrike Holdings, Inc.	−222	1,052	$410,711
PEP	Pepsico Inc	−214	4,836	$750,982
FNV	FRANCO NEVADA Corp	−150	1,287	$317,953
NEM	NEWMONT Corp /DE/	−149	3,062	$331,461
T	At&T Inc.	−83	9,155	$265,403
LLY	ELI LILLY & Co	−75	988	$908,732
QQQ	Invesco Qqq Trust, Series 1	−65	7,683	$4,434,473
BMY	Bristol Myers Squibb Co	−31	5,760	$349,344
PG	PROCTER & GAMBLE Co	−26	12,833	$1,853,598
MA	Mastercard Inc	−20	2,279	$1,138,725
DE	Deere & Co	−13	1,030	$580,199
CB	Chubb Ltd	−9	781	$254,551
GE	General Electric Co	−6	919	$260,784
TEL	TE Connectivity plc	−6	1,250	$261,275
EMR	Emerson Electric Co	−4	8,555	$1,120,876
PH	Parker-Hannifin Corp	−3	302	$270,362
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
BP	Bp PLC	8,909	$418,723
GSK	GSK plc	5,429	$299,626
ISRG	Intuitive Surgical Inc	631	$290,884
GS	Goldman Sachs Group Inc	319	$269,870
VRT	Vertiv Holdings Co	1,073	$268,872
RY	Royal Bank Of Canada	1,381	$223,418
HWM	Howmet Aerospace Inc.	955	$220,089
NVO	Novo Nordisk A S	5,888	$216,384
HAL	Halliburton Co	5,411	$210,974
MUFG	Mitsubishi Ufj Financial Group Inc	10,285	$174,536
LYG	Lloyds Banking Group plc	19,336	$97,260
ASG	Liberty All Star Growth Fund Inc.	10,056	$47,766
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,353	$358,423
SGOL	abrdn Gold ETF Trust	7,790	$320,013
SLV	iShares Silver Trust	3,930	$253,170
TPG	TPG Inc.	3,500	$223,440
TCOM	Trip.com Group Ltd	2,830	$203,505
CINF	Cincinnati Financial Corp	1,238	$202,190
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $851,981,025 total · filing declares 105 positions · $946,670,409 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	342,683	-9,921	$98,370,926	−11.0%	11.55%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	198,545	+8,034	$95,860,424	−0.7%	11.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	401,053	+16,105	$83,527,308	−6.0%	9.80%
NVDA	Nvidia Corp Technology	Added	412,624	+12,253	$71,961,625	−3.6%	8.45%
AAPL	Apple Inc. Technology	Added	279,620	+1,752	$70,964,759	−6.1%	8.33%
META	Meta Platforms, Inc. Communication Services	Added	122,134	+7,379	$69,876,525	−7.8%	8.20%
AXP	American Express Co Financial Services	Reduced	161,839	-2,172	$48,953,060	−19.3%	5.75%
MSFT	Microsoft Corp Technology	Added	122,966	+7,724	$45,518,324	−18.3%	5.34%
UBER	Uber Technologies, Inc Technology	Added	480,068	+26,092	$34,531,291	−6.9%	4.05%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	107,265	+2,211	$31,159,409	+20.1%	3.66%
RTX	RTX Corp Industrials	Reduced	149,000	-4,688	$28,742,100	+2.0%	3.37%
NFLX	Netflix Inc Communication Services	Added	254,824	+48,632	$24,501,327	+26.7%	2.88%
HSY	Hershey Co Consumer Defensive	Reduced	108,434	-11,048	$22,542,344	+3.7%	2.65%
V	Visa Inc. Financial Services	Added	71,931	+2,092	$21,740,425	−11.2%	2.55%
JNJ	Johnson & Johnson Healthcare	Added	68,372	+262	$16,712,851	+18.6%	1.96%
PANW	Palo Alto Networks Inc Technology	Added	99,354	+16,637	$15,928,433	+4.5%	1.87%
PLTR	Palantir Technologies Inc. Technology	Added	99,945	+12,414	$14,619,954	−6.0%	1.72%
SPY	Spdr S&P 500 ETF Trust	Added	7,718	+50	$5,019,324	−4.0%	0.59%
WMT	Walmart Inc. Consumer Defensive	Added	36,031	+1,557	$4,477,932	+16.6%	0.53%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,683	-65	$4,434,473	−6.8%	0.52%
CAT	Caterpillar Inc Industrials	Added	5,145	+671	$3,645,026	+42.2%	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,449	+224	$2,769,165	−14.8%	0.33%
ETN	Eaton Corp plc Industrials	Reduced	6,061	-2	$2,167,837	+12.3%	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,833	-26	$1,853,598	+0.6%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,827	+129	$1,820,477	+24.3%	0.21%
XOM	ExxonMobil Holdings Corp Energy	Added	10,130	+694	$1,718,655	+51.4%	0.20%
CATY	Cathay General Bancorp Financial Services	Held	31,125	0	$1,551,892	+3.0%	0.18%
AVGO	Broadcom Inc. Technology	Added	4,008	+908	$1,240,516	+15.6%	0.15%
MA	Mastercard Inc Financial Services	Reduced	2,279	-20	$1,138,725	−13.2%	0.13%
CVX	Chevron Corp Energy	Added	5,472	+882	$1,132,156	+61.8%	0.13%
EMR	Emerson Electric Co Industrials	Reduced	8,555	-4	$1,120,876	−1.3%	0.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,555	+1,303	$1,045,738	+44.1%	0.12%
MRK	Merck & Co., Inc. Healthcare	Added	8,070	+73	$970,740	+15.3%	0.11%
LLY	ELI LILLY & Co Healthcare	Reduced	988	-75	$908,732	−20.5%	0.11%
PPG	Ppg Industries Inc Basic Materials	Held	8,117	0	$867,544	+4.3%	0.10%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,596	-344	$806,810	−10.2%	0.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,336	+772	$789,451	+66.1%	0.09%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,836	-214	$750,982	+3.6%	0.09%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,267	+306	$745,593	+10.5%	0.09%
CARR	CARRIER GLOBAL Corp Industrials	Held	13,211	0	$743,911	+6.6%	0.09%
MS	Morgan Stanley Financial Services	Added	4,387	+2,020	$721,968	+71.8%	0.08%
SNOW	Snowflake Inc. Technology	Reduced	4,516	-1,657	$681,103	−49.7%	0.08%
GLD	Spdr Gold Trust	Reduced	1,452	-695	$624,781	−26.6%	0.07%
DE	Deere & Co Industrials	Reduced	1,030	-13	$580,199	+19.5%	0.07%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	9,514	+4,588	$559,232	+123.5%	0.07%
ASML	Asml Holding NV Technology	Added	398	+209	$525,690	+160.0%	0.06%
OTIS	Otis Worldwide Corp Industrials	Held	6,630	0	$511,040	−11.8%	0.06%
ANGX	Angel Studios, Inc. Communication Services	Held	163,926	0	$499,974	−34.7%	0.06%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,334	+1,649	$455,032	+7.7%	0.05%
HQY	Healthequity, Inc. Healthcare	Reduced	5,413	-1,536	$452,364	−28.9%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.