Iron Gate Global Advisors LLC

CIK

1131181

Location

NSL, UT

Portfolio Value

Small $926,434,723

Diversification

Diversified

Filing Date

Global Rank

#2,042 / 8,710 ▲ 155

Top Industry

Internet Content & Information 17.3%

Period ended 3 months ago

Filed Aug 14, 2026 · 39d

26 quarters · since Mar 2020

Portfolio Concentration

89 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.9%

+0.5 pts

Top 5

47.9%

+3.3 pts

Top 10

75.3%

+3.4 pts

HHI

672

Diversified+57

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$305,761,295	17
Financial Services	20.5%	$190,218,929	18
Communication Services	19.1%	$177,236,200	4
Consumer Cyclical	12.3%	$113,736,661	5
Industrials	4.5%	$41,594,865	15
Basic Materials	3.6%	$33,335,553	5
Consumer Defensive	3.1%	$28,682,759	6
Healthcare	2.4%	$22,368,303	13
Unclassified	1.3%	$11,967,569	3
Energy	0.1%	$1,254,459	2
Utilities	0.0%	$278,130	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

23 positions

Ticker	Company	Δ Shares	Shares	Value
HD	Home Depot, Inc.	+37,018	39,285	$13,855,033
MSFT	Microsoft Corp	+24,074	147,040	$54,848,860
META	Meta Platforms, Inc.	+10,702	132,836	$74,825,190
UBER	Uber Technologies, Inc	+4,776	484,844	$34,986,343
NFLX	Netflix Inc	+4,223	259,047	$18,495,955
PLTR	Palantir Technologies Inc.	+4,037	103,982	$12,131,579
HSY	Hershey Co	+3,134	111,568	$19,574,605
NVDA	Nvidia Corp	+2,767	415,391	$83,115,585
V	Visa Inc.	+2,415	74,346	$25,507,369
BRK-B	Berkshire Hathaway Inc	+2,338	200,883	$101,268,193
AXP	American Express Co	+1,940	163,779	$55,398,246
AMZN	Amazon Com Inc	+920	401,973	$95,806,244
COST	Costco Wholesale Corp /New	+791	2,618	$2,449,060
CVX	Chevron Corp	+110	5,582	$925,272
SPY	Spdr S&P 500 ETF Trust	+106	7,824	$5,842,728
QQQ	Invesco Qqq Trust, Series 1	+70	7,753	$5,709,309
JPM	Jpmorgan Chase & Co	+62	3,617	$1,183,952
TSLA	Tesla, Inc.	+32	7,481	$3,146,508
AVGO	Broadcom Inc.	+20	4,028	$1,521,577
PFE	Pfizer Inc	+12	11,146	$268,395
MRK	Merck & Co., Inc.	+7	8,077	$1,037,894
ASML	Asml Holding NV	+4	402	$799,754
LLY	ELI LILLY & Co	+1	989	$1,186,236
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−106,888	235,795	$83,313,447
PDSB	PDS Biotechnology Corp	−4,616	70,406	$62,027
RTX	RTX Corp	−3,002	145,998	$27,700,200
AAPL	Apple Inc.	−2,428	277,192	$80,208,277
WMT	Walmart Inc.	−1,104	34,927	$3,955,832
HQY	Healthequity, Inc.	−1,055	4,358	$393,614
APD	Air Products & Chemicals, Inc.	−851	106,414	$31,198,456
PEP	Pepsico Inc	−715	4,121	$557,983
SNOW	Snowflake Inc.	−602	3,914	$996,113
MVIS	Microvision, Inc.	−535	13,511	$4,458
MCD	Mcdonalds Corp	−456	2,140	$578,463
MA	Mastercard Inc	−328	1,951	$1,002,033
GLD	Spdr Gold Trust	−324	1,128	$415,532
PANW	Palo Alto Networks Inc	−237	99,117	$33,800,879
GEV	GE Vernova Inc.	−39	275	$323,086
VRT	Vertiv Holdings Co	−30	1,043	$349,217
CRWD	CrowdStrike Holdings, Inc.	−28	1,024	$781,455
GE	General Electric Co	−18	901	$336,730
BAC	Bank Of America Corp /De/	−9	9,325	$531,338
ABBV	AbbVie Inc.	−5	1,488	$374,440
CAT	Caterpillar Inc	−2	5,143	$5,476,780
JNJ	Johnson & Johnson	−2	68,370	$17,363,928
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	796	$462,404
CORT	Corcept Therapeutics Inc	3,500	$304,325
ORKA	Oruka Therapeutics, Inc.	2,750	$261,717
KNX	Knight-Swift Transportation Holdings Inc.	3,209	$249,884
BSX	Boston Scientific Corp	5,818	$248,312
CSCO	Cisco Systems, Inc.	2,003	$235,272
CINF	Cincinnati Financial Corp	1,238	$229,203
LRCX	Lam Research Corp	499	$216,231
GBCI	Glacier Bancorp, Inc.	3,887	$200,491
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	1,178,093	$59,635,067
VIGI	Vanguard International Dividend Appreciation ETF	122,013	$18,070,125
VB	Vanguard Morningstar Small-Cap ETF	26,200	$6,813,083
BNDW	Vanguard Total World Bond ETF	67,805	$4,231,534
XOM	ExxonMobil Holdings Corp	10,130	$1,718,655
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	18,074	$1,543,422
AFK	VanEck Africa Index ETF	3,300	$1,265,220
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	5,634	$617,079
T	At&T Inc.	9,155	$265,403
CMCSA	Comcast Corp	9,092	$261,031
NVO	Novo Nordisk A S	5,888	$216,384
HAL	Halliburton Co	5,411	$210,974
AAXJ	iShares MSCI All Country Asia ex Japan ETF	2,143	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 tracked positions · $926,434,723 total · filing declares 109 positions · $1,034,842,538 · as of Jun 30, 2026

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

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	200,883	+2,338	$101,268,193	+5.6%	10.93%
AMZN	Amazon Com Inc Consumer Cyclical	Added	401,973	+920	$95,806,244	+14.7%	10.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	235,795	-106,888	$83,313,447	−15.3%	8.99%
NVDA	Nvidia Corp Technology	Added	415,391	+2,767	$83,115,585	+15.5%	8.97%
AAPL	Apple Inc. Technology	Reduced	277,192	-2,428	$80,208,277	+13.0%	8.66%
META	Meta Platforms, Inc. Communication Services	Added	132,836	+10,702	$74,825,190	+7.1%	8.08%
AXP	American Express Co Financial Services	Added	163,779	+1,940	$55,398,246	+13.2%	5.98%
MSFT	Microsoft Corp Technology	Added	147,040	+24,074	$54,848,860	+20.5%	5.92%
UBER	Uber Technologies, Inc Technology	Added	484,844	+4,776	$34,986,343	+1.3%	3.78%
PANW	Palo Alto Networks Inc Technology	Reduced	99,117	-237	$33,800,879	+112.2%	3.65%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	106,414	-851	$31,198,456	+0.1%	3.37%
RTX	RTX Corp Industrials	Reduced	145,998	-3,002	$27,700,200	−3.6%	2.99%
V	Visa Inc. Financial Services	Added	74,346	+2,415	$25,507,369	+17.3%	2.75%
HSY	Hershey Co Consumer Defensive	Added	111,568	+3,134	$19,574,605	−13.2%	2.11%
NFLX	Netflix Inc Communication Services	Added	259,047	+4,223	$18,495,955	−24.5%	2.00%
JNJ	Johnson & Johnson Healthcare	Reduced	68,370	-2	$17,363,928	+3.9%	1.87%
HD	Home Depot, Inc. Consumer Cyclical	Added	39,285	+37,018	$13,855,033	+1758.3%	1.50%
PLTR	Palantir Technologies Inc. Technology	Added	103,982	+4,037	$12,131,579	−17.0%	1.31%
SPY	Spdr S&P 500 ETF Trust	Added	7,824	+106	$5,842,728	+16.4%	0.63%
QQQ	Invesco Qqq Trust, Series 1	Added	7,753	+70	$5,709,309	+28.7%	0.62%
CAT	Caterpillar Inc Industrials	Reduced	5,143	-2	$5,476,780	+50.3%	0.59%
WMT	Walmart Inc. Consumer Defensive	Reduced	34,927	-1,104	$3,955,832	−11.7%	0.43%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,481	+32	$3,146,508	+13.6%	0.34%
ETN	Eaton Corp plc Industrials	Held	6,061	0	$2,582,713	+19.1%	0.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,618	+791	$2,449,060	+34.5%	0.26%
CATY	Cathay General Bancorp Financial Services	Held	31,125	0	$1,929,438	+24.3%	0.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	12,833	0	$1,881,831	+1.5%	0.20%
AVGO	Broadcom Inc. Technology	Added	4,028	+20	$1,521,577	+22.7%	0.16%
EMR	Emerson Electric Co Industrials	Held	8,555	0	$1,224,648	+9.3%	0.13%
LLY	ELI LILLY & Co Healthcare	Added	989	+1	$1,186,236	+30.5%	0.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,617	+62	$1,183,952	+13.2%	0.13%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,336	0	$1,115,603	+41.3%	0.12%
MRK	Merck & Co., Inc. Healthcare	Added	8,077	+7	$1,037,894	+6.9%	0.11%
MA	Mastercard Inc Financial Services	Reduced	1,951	-328	$1,002,033	−12.0%	0.11%
SNOW	Snowflake Inc. Technology	Reduced	3,914	-602	$996,113	+46.2%	0.11%
PPG	Ppg Industries Inc Basic Materials	Held	8,117	0	$984,510	+13.5%	0.11%
CARR	CARRIER GLOBAL Corp Industrials	Held	13,211	0	$969,026	+30.3%	0.10%
CVX	Chevron Corp Energy	Added	5,582	+110	$925,272	−18.3%	0.10%
MS	Morgan Stanley Financial Services	Held	4,387	0	$917,058	+27.0%	0.10%
ASML	Asml Holding NV Technology	Added	402	+4	$799,754	+52.1%	0.09%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	1,024	-28	$781,455	+90.3%	0.08%
DE	Deere & Co Industrials	Held	1,030	0	$653,359	+12.6%	0.07%
ANGX	Angel Studios, Inc. Communication Services	Held	163,926	0	$601,608	+20.3%	0.06%
FCX	Freeport-Mcmoran Inc Basic Materials	Held	9,514	0	$598,335	+7.0%	0.06%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,140	-456	$578,463	−28.3%	0.06%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,121	-715	$557,983	−25.7%	0.06%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	9,325	-9	$531,338	+16.8%	0.06%
ALL	Allstate Corp Financial Services	Held	2,180	0	$518,709	+14.8%	0.06%
OTIS	Otis Worldwide Corp Industrials	Held	6,630	0	$474,708	−7.1%	0.05%
AMD	Advanced Micro Devices Inc Technology	NEW	796	NEW	$462,404	NEW	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.