Iron Gate Global Advisors LLC

CIK

1131181

Location

NSL, UT

Portfolio Value

Small $257,728,102

Diversification

Diversified

Filing Date

Global Rank

#2,040 / 8,586 ▲ 9

Top Industry

Internet Content & Information 12.7%

3Y Alpha vs SPY

-1.7%

Period ended 3 months ago

Filed May 15, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+71.7%

SPY

+78.1%

Annualised alpha

-1.5%

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

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

Top Position

12.2%

+0.4 pts

Top 5

50.1%

−0.4 pts

Top 10

74.3%

−2.4 pts

HHI

685

Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$257,728,102	14
Financial Services	22.1%	$172,511,948	16
Communication Services	15.8%	$123,701,026	6
Consumer Cyclical	11.3%	$88,189,688	5
Industrials	5.0%	$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	0.4%	$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	198,544	$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
XOM	Exxon Mobil 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	$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	$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

14 positions · $257,728,102 total · Technology only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	412,624	+12,253	$71,961,625	−3.6%	27.92%
AAPL	Apple Inc. Technology	Added	279,620	+1,752	$70,964,759	−6.1%	27.53%
MSFT	Microsoft Corp Technology	Added	122,966	+7,724	$45,518,324	−18.3%	17.66%
UBER	Uber Technologies, Inc Technology	Added	480,068	+26,092	$34,531,291	−6.9%	13.40%
PANW	Palo Alto Networks Inc Technology	Added	99,354	+16,637	$15,928,433	+4.5%	6.18%
PLTR	Palantir Technologies Inc. Technology	Added	99,945	+12,414	$14,619,954	−6.0%	5.67%
AVGO	Broadcom Inc. Technology	Added	4,008	+908	$1,240,516	+15.6%	0.48%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,336	+772	$789,451	+66.1%	0.31%
SNOW	Snowflake Inc. Technology	Reduced	4,516	-1,657	$681,103	−49.7%	0.26%
ASML	Asml Holding NV Technology	Added	398	+209	$525,690	+160.0%	0.20%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	1,052	-222	$410,711	−31.2%	0.16%
ORCL	Oracle Corp Technology	Added	1,944	+102	$285,981	−20.3%	0.11%
TEL	TE Connectivity plc Technology	Reduced	1,250	-6	$261,275	−8.6%	0.10%
MVIS	Microvision, Inc. Technology	Reduced	14,046	-12,184	$8,989	−58.7%	0.00%