Iron Gate Global Advisors LLC

CIK

1131181

Location

NSL, UT

Portfolio Value

Small $779,171,025

Diversification

Diversified

Filing Date

Global Rank

#2,030 / 8,603 ▲ 15 · as of Mar 2026

Top Industry

Internet Content & Information 12.8%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.9%

SPY

+76.0%

Annualised alpha

-0.2%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.2%

+0.4 pts

Top 5

50.2%

−0.4 pts

Top 10

74.5%

−2.4 pts

HHI

689

Diversified−24

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$257,420,068	14
Financial Services	22.1%	$172,511,948	16
Communication Services	15.9%	$123,701,026	6
Consumer Cyclical	11.3%	$88,189,688	5
Industrials	5.1%	$39,420,227	14
Basic Materials	4.3%	$33,235,599	5
Consumer Defensive	4.1%	$31,676,861	6
Healthcare	2.7%	$20,883,667	11
Unclassified	1.3%	$10,078,578	3
Energy	0.2%	$1,761,853	3
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	198,544	$95,142,284
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
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
ASML	Asml Holding NV	+209	398	$525,690
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	$8,989
HSY	Hershey Co	−11,048	108,434	$22,542,344
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
GOOGL	Alphabet Inc.	−614	98,403	$28,296,766
MCD	Mcdonalds Corp	−344	2,596	$806,810
CRWD	CrowdStrike Holdings, Inc.	−222	1,052	$102,677
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

84 positions · $779,171,025 total · 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 84 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	198,544	+8,034	$95,142,284	−0.6%	12.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	401,053	+16,105	$83,527,308	−6.0%	10.72%
NVDA	Nvidia Corp Technology	Added	412,624	+12,253	$71,961,625	−3.6%	9.24%
AAPL	Apple Inc. Technology	Added	279,620	+1,752	$70,964,759	−6.1%	9.11%
META	Meta Platforms, Inc. Communication Services	Added	122,134	+7,379	$69,876,525	−7.8%	8.97%
AXP	American Express Co Financial Services	Reduced	161,839	-2,172	$48,953,060	−19.3%	6.28%
MSFT	Microsoft Corp Technology	Added	122,966	+7,724	$45,518,324	−18.3%	5.84%
UBER	Uber Technologies, Inc Technology	Added	480,068	+26,092	$34,531,291	−6.9%	4.43%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	107,265	+2,211	$31,159,409	+20.1%	4.00%
RTX	RTX Corp Industrials	Reduced	149,000	-4,688	$28,742,100	+2.0%	3.69%
GOOGL	Alphabet Inc. Communication Services	Reduced	98,403	-614	$28,296,766	−8.7%	3.63%
NFLX	Netflix Inc Communication Services	Added	254,824	+48,632	$24,501,327	+26.7%	3.14%
HSY	Hershey Co Consumer Defensive	Reduced	108,434	-11,048	$22,542,344	+3.7%	2.89%
V	Visa Inc. Financial Services	Added	71,931	+2,092	$21,740,425	−11.2%	2.79%
JNJ	Johnson & Johnson Healthcare	Added	68,372	+262	$16,712,851	+18.6%	2.14%
PANW	Palo Alto Networks Inc Technology	Added	99,354	+16,637	$15,928,433	+4.5%	2.04%
PLTR	Palantir Technologies Inc. Technology	Added	99,945	+12,414	$14,619,954	−6.0%	1.88%
SPY	Spdr S&P 500 ETF Trust	Added	7,718	+50	$5,019,324	−4.0%	0.64%
WMT	Walmart Inc. Consumer Defensive	Added	36,031	+1,557	$4,477,932	+16.6%	0.57%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,683	-65	$4,434,473	−6.8%	0.57%
CAT	Caterpillar Inc Industrials	Added	5,145	+671	$3,645,026	+42.2%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	7,449	+224	$2,769,165	−14.8%	0.36%
ETN	Eaton Corp plc Industrials	Reduced	6,061	-2	$2,167,837	+12.3%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,833	-26	$1,853,598	+0.6%	0.24%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,827	+129	$1,820,477	+24.3%	0.23%
CATY	Cathay General Bancorp Financial Services	Held	31,125	0	$1,551,892	+3.0%	0.20%
AVGO	Broadcom Inc. Technology	Added	4,008	+908	$1,240,516	+15.6%	0.16%
MA	Mastercard Inc Financial Services	Reduced	2,279	-20	$1,138,725	−13.2%	0.15%
CVX	Chevron Corp Energy	Added	5,472	+882	$1,132,156	+61.8%	0.15%
EMR	Emerson Electric Co Industrials	Reduced	8,555	-4	$1,120,876	−1.3%	0.14%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,555	+1,303	$1,045,738	+44.1%	0.13%
MRK	Merck & Co., Inc. Healthcare	Added	8,070	+73	$970,740	+15.3%	0.12%
LLY	ELI LILLY & Co Healthcare	Reduced	988	-75	$908,732	−20.5%	0.12%
PPG	Ppg Industries Inc Basic Materials	Held	8,117	0	$867,544	+4.3%	0.11%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,596	-344	$806,810	−10.2%	0.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,336	+772	$789,451	+66.1%	0.10%
PEP	Pepsico Inc Consumer Defensive	Reduced	4,836	-214	$750,982	+3.6%	0.10%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,267	+306	$745,593	+10.5%	0.10%
CARR	CARRIER GLOBAL Corp Industrials	Held	13,211	0	$743,911	+6.6%	0.10%
MS	Morgan Stanley Financial Services	Added	4,387	+2,020	$721,968	+71.8%	0.09%
SNOW	Snowflake Inc. Technology	Reduced	4,516	-1,657	$681,103	−49.7%	0.09%
GLD	Spdr Gold Trust	Reduced	1,452	-695	$624,781	−26.6%	0.08%
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%	0.07%
OTIS	Otis Worldwide Corp Industrials	Held	6,630	0	$511,040	−11.8%	0.07%
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%	0.06%
HQY	Healthequity, Inc. Healthcare	Reduced	5,413	-1,536	$452,364	−28.9%	0.06%
ALL	Allstate Corp Financial Services	Held	2,180	0	$452,001	−0.4%	0.06%