Iron Gate Global Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Iron Gate Global Advisors LLC reported 109 stock positions worth $1.0 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.7% of the portfolio, followed by Amazon.com (AMZN, 9.3%) and Alphabet Class C (GOOG, 8.1%). Compared with Q1 2026, it opened 10 new positions, sold out of 6, added to 30 and reduced 27. The biggest buy was Home Depot (HD, shares +1633%) and the biggest sale an exit from Alphabet Class A (GOOGL).

Most Recent 13F
Q2 2026
Location
NSL, UT
CIK
0001131181
Portfolio Value
$1.0B (Q2 2026)
SEC Filing
0001131181-26-000003 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $551.5M Q1 2024 Q2 2024: $592.4M Q2 2024 Q3 2024: $715.4M Q3 2024 Q4 2024: $708.9M Q4 2024 Q1 2025: $725.3M Q1 2025 Q2 2025: $897.3M Q2 2025 Q3 2025: $962.6M Q3 2025 Q4 2025: $976.6M Q4 2025 Q1 2026: $946.7M Q1 2026 Q2 2026: $1.0B $1.0B Q2 2026

Holdings 109 stocks · $1.0B
BRK.B Berkshire Hathaway Inc. Class B 9.71% 200,882 $100.5M Add +1.2%
AMZN Amazon.com Inc. 9.26% 401,973 $95.8M Add +0.2%
GOOG Alphabet Inc. Class C 8.05% 235,795 $83.3M Reduce -3.5%
NVDA Nvidia Corp. 8.03% 415,391 $83.1M Add +0.7%
AAPL Apple Inc. 7.75% 277,192 $80.2M Reduce -0.9%
META Meta Platforms Inc. Class A 7.23% 132,836 $74.8M Add +8.8%
ICSH iShares Ultra Short Duration 6.69% 1,368,146 $69.2M Add +16.1%
AXP American Express Co. 5.35% 163,779 $55.4M Add +1.2%
MSFT Microsoft Corp. 5.30% 147,040 $54.8M Add +19.6%
UBER Uber Technologies Inc. 3.38% 484,844 $35.0M Add +1.0%
PANW Palo Alto Networks Inc. 3.27% 99,117 $33.8M Reduce -0.2%
APD Air Products & Chemicals Inc. 3.01% 106,414 $31.2M Reduce -0.8%
RTX RTX Corp. 2.68% 145,998 $27.7M Reduce -2.0%
V Visa Inc. Class A 2.46% 74,346 $25.5M Add +3.4%
VYM Vanguard High DVD Yield ETF 1.92% 125,484 $19.8M Add +2.8%
HSY The Hershey Co. 1.89% 111,568 $19.6M Add +2.9%
NFLX Netflix Inc. 1.79% 259,047 $18.5M Add +1.7%
JNJ Johnson & Johnson 1.68% 68,370 $17.4M Reduce 0.0%
HD Home Depot Inc. 1.34% 39,285 $13.9M Add +1632.9%
PLTR Palantir Technologies Inc. Class A 1.17% 103,982 $12.1M Add +4.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.56% 7,824 $5.8M Add +1.4%
QQQ Invesco QQQ Trust Series 1 0.55% 7,753 $5.7M Add +0.9%
VTI VG Morningstar TS MKT ETF-US 0.54% 14,981 $5.5M Reduce -1.3%
CAT Caterpillar Inc. 0.53% 5,143 $5.5M Reduce -0.0%
WMT Walmart Inc. 0.38% 34,927 $4.0M Reduce -3.1%
TSLA Tesla Inc. 0.30% 7,481 $3.1M Add +0.4%
VGSH Vanguard Short-Term Treasury 0.27% 48,882 $2.8M Reduce -12.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.26% 30,794 $2.7M Add +2.3%
ETN Eaton Corp. PLC 0.25% 6,061 $2.6M No change
COST Costco Wholesale Corp. 0.24% 2,618 $2.4M Add +43.3%
SMH Vaneck Semiconductor ETF 0.21% 3,300 $2.2M No change
CATY Cathay General Bancorp 0.19% 31,125 $1.9M No change
PG The Procter & Gamble Co. 0.18% 12,833 $1.9M No change
AVGO Broadcom Inc. 0.15% 4,028 $1.5M Add +0.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.12% 5,262 $1.3M Reduce -0.3%
EMR Emerson Electric Co. 0.12% 8,555 $1.2M No change
LLY Eli Lilly & Co. 0.11% 989 $1.2M Add +0.1%
JPM JPMorgan Chase & Co. 0.11% 3,617 $1.2M Add +1.7%
TSM Taiwan Semiconductor-SP ADR 0.11% 2,336 $1.1M No change
MRK Merck & Co. Inc. 0.10% 8,077 $1.0M Add +0.1%
MA Mastercard Inc. Class A 0.10% 1,951 $1.0M Reduce -14.4%
SNOW Snowflake Inc. 0.10% 3,914 $996K Reduce -13.3%
PPG PPG Industries Inc. 0.10% 8,117 $985K No change
CARR Carrier Global Corp. 0.09% 13,211 $969K No change
CVX Chevron Corp. 0.09% 5,582 $925K Add +2.0%
MS Morgan Stanley 0.09% 4,387 $917K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.08% 402 $800K Add +1.0%
CRWD CrowdStrike Holdings Inc. Class A 0.08% 1,024 $781K Reduce -2.7%
BRK.A Berkshire Hathaway Inc. Class A 0.07% 1 $749K No change
XLK SS Technology Select Sector 0.07% 3,891 $741K Add +5.6%
VCSH Vanguard S/T Corp. Bond ETF 0.06% 8,343 $659K Add +0.1%
DE Deere & Co. 0.06% 1,030 $653K No change
ANGX Angel Studios Inc. 0.06% 163,926 $602K No change
FCX Freeport-McMoran Inc. 0.06% 9,514 $598K No change
MCD McDonald's Corp. 0.06% 2,140 $578K Reduce -17.6%
PEP Pepsico Inc. 0.05% 4,121 $558K Reduce -14.8%
VOO Vanguard S&P 500 ETF 0.05% 796 $547K Add +10.7%
BAC Bank of America Corp. 0.05% 9,325 $531K Reduce -0.1%
ALL Allstate Corp. 0.05% 2,180 $519K No change
OTIS Otis Worldwide Corp. 0.05% 6,630 $475K No change
AMD Advanced Micro Devices 0.04% 796 $462K New
IVV iShares Core S&P 500 ETF 0.04% 564 $422K Reduce -10.8%
GLD SPDR Gold Shares 0.04% 1,128 $416K Reduce -22.3%
SDY SS SPDR S&P Dividend ETF 0.04% 2,678 $408K No change
HQY Healthequity Inc. 0.04% 4,358 $394K Reduce -19.5%
CMI Cummins Inc. 0.04% 548 $391K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.04% 8,603 $390K Reduce -7.2%
XLY SS Consumer Disc Select Sect 0.04% 3,250 $381K No change
ABBV Abbvie Inc. 0.04% 1,488 $374K Reduce -0.3%
YUM Yum! Brands Inc. 0.03% 2,192 $350K No change
VRT Vertiv Holdings Co. Class A 0.03% 1,043 $349K Reduce -2.8%
GE General Electric filed as GE AEROSPACE 0.03% 901 $337K Reduce -2.0%
BMY Bristol-Myers Squibb Co. 0.03% 5,760 $332K No change
BP BP PLC-Spons ADR 0.03% 8,909 $329K No change
GEV GE Vernova Inc. 0.03% 275 $323K Reduce -12.4%
GS Goldman Sachs Group Inc. 0.03% 319 $323K No change
VCIT Vanguard Int-Term Corporate 0.03% 3,792 $313K Add +2.7%
RSG Republic Services Inc. 0.03% 1,462 $312K No change
CORT Corcept Therapeutics Inc. 0.03% 3,500 $304K New
XLV SS Health Care Select Sector 0.03% 1,869 $297K No change
PH Parker Hannifin Corp. 0.03% 302 $295K No change
HWC Hancock Whitney Corp. 0.03% 3,828 $286K No change
NEM Newmont Corp. 0.03% 3,062 $286K No change
RY Royal Bank of Canada 0.03% 1,381 $286K No change
ORCL Oracle Corp. 0.03% 1,944 $285K No change
GSK GSK PLC-Spon ADR 0.03% 5,429 $285K No change
SRE Sempra 0.03% 3,000 $278K No change
PFE Pfizer Inc. 0.03% 11,146 $268K Add +0.1%
FNV Franco-Nevada Corp. 0.03% 1,287 $268K No change
CB Chubb Ltd. 0.03% 781 $266K No change
KMB Kimberly-Clark Corp. 0.03% 2,400 $263K No change
ORKA Oruka Therapeutics Inc. 0.03% 2,750 $262K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.03% 2,956 $260K No change
HWM Howmet Aerospace Inc. 0.02% 955 $257K No change
TEL Te Connectivity PLC 0.02% 1,250 $252K No change
ISRG Intuitive Surgical Inc. 0.02% 631 $251K No change
KNX Knight-Swift Transportation 0.02% 3,209 $250K New
BSX Boston Scientific Corp. 0.02% 5,818 $248K New
SPXL Direxion Daily S&P 500 Bull 0.02% 886 $240K New
DVY iShares Select Dividend ETF 0.02% 1,511 $236K No change

Show all 109 holdings

Portfolio Sells Q1 2026 → Q2 2026
GOOGL Alphabet Inc. Class A Sold out 0.00% −2.99
RTX RTX Corp. Reduce -2.0% 2.68% −0.36
APD Air Products & Chemicals Inc. Reduce -0.8% 3.01% −0.28
XOM Exxon Mobil Corp. Sold out 0.00% −0.18
WMT Walmart Inc. Reduce -3.1% 0.38% −0.09
JNJ Johnson & Johnson Reduce 0.0% 1.68% −0.09
VGSH Vanguard Short-Term Treasury Reduce -12.4% 0.27% −0.07
MCD McDonald's Corp. Reduce -17.6% 0.06% −0.03
T AT&T Inc. Sold out 0.00% −0.03
CMCSA Comcast Corp. Class A Sold out 0.00% −0.03
GLD SPDR Gold Shares Reduce -22.3% 0.04% −0.03
PEP Pepsico Inc. Reduce -14.8% 0.05% −0.03
MA Mastercard Inc. Class A Reduce -14.4% 0.10% −0.02
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.02
HAL Halliburton Co. Sold out 0.00% −0.02
HQY Healthequity Inc. Reduce -19.5% 0.04% −0.01
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -7.2% 0.04% −0.01
IVV iShares Core S&P 500 ETF Reduce -10.8% 0.04% −0.00
MVIS Microvision Inc. Reduce -3.8% 0.00% −0.00
PDSB PDS Biotechnology Corp. Reduce -6.2% 0.01% +0.00
ABBV Abbvie Inc. Reduce -0.3% 0.04% +0.00
GEV GE Vernova Inc. Reduce -12.4% 0.03% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.3% 0.12% +0.00
BAC Bank of America Corp. Reduce -0.1% 0.05% +0.00
GE General Electric Reduce -2.0% 0.03% +0.01
VRT Vertiv Holdings Co. Class A Reduce -2.8% 0.03% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.3% 0.54% +0.02
SNOW Snowflake Inc. Reduce -13.3% 0.10% +0.02
CRWD CrowdStrike Holdings Inc. Class A Reduce -2.7% 0.08% +0.03
CAT Caterpillar Inc. Reduce -0.0% 0.53% +0.14
AAPL Apple Inc. Reduce -0.9% 7.75% +0.25
GOOG Alphabet Inc. Class C Reduce -3.5% 8.05% +0.65
PANW Palo Alto Networks Inc. Reduce -0.2% 3.27% +1.58

Portfolio Buys Q1 2026 → Q2 2026
HD Home Depot Inc. Add +1632.9% 1.34% +1.26
MSFT Microsoft Corp. Add +19.6% 5.30% +0.49
AMZN Amazon.com Inc. Add +0.2% 9.26% +0.43
NVDA Nvidia Corp. Add +0.7% 8.03% +0.43
ICSH iShares Ultra Short Duration Add +16.1% 6.69% +0.39
AXP American Express Co. Add +1.2% 5.35% +0.18
V Visa Inc. Class A Add +3.4% 2.46% +0.17
QQQ Invesco QQQ Trust Series 1 Add +0.9% 0.55% +0.08
AMD Advanced Micro Devices New 0.04% +0.04
COST Costco Wholesale Corp. Add +43.3% 0.24% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.4% 0.56% +0.03
CORT Corcept Therapeutics Inc. New 0.03% +0.03
ORKA Oruka Therapeutics Inc. New 0.03% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +2.3% 0.26% +0.02
KNX Knight-Swift Transportation New 0.02% +0.02
BSX Boston Scientific Corp. New 0.02% +0.02
SPXL Direxion Daily S&P 500 Bull New 0.02% +0.02
CSCO Cisco Systems Inc. New 0.02% +0.02
CINF Cincinnati Financial Corp. New 0.02% +0.02
ASML ASML Holding NV-NY Reg SHS Add +1.0% 0.08% +0.02
LRCX Lam Research Corp. New 0.02% +0.02
XLK SS Technology Select Sector Add +5.6% 0.07% +0.02
GBCI Glacier Bancorp Inc. New 0.02% +0.02
LLY Eli Lilly & Co. Add +0.1% 0.11% +0.02
AVGO Broadcom Inc. Add +0.5% 0.15% +0.02
TSLA Tesla Inc. Add +0.4% 0.30% +0.01
VYM Vanguard High DVD Yield ETF Add +2.8% 1.92% +0.01
VOO Vanguard S&P 500 ETF Add +10.7% 0.05% +0.01
JPM JPMorgan Chase & Co. Add +1.7% 0.11% +0.00
VCIT Vanguard Int-Term Corporate Add +2.7% 0.03% −0.00
MRK Merck & Co. Inc. Add +0.1% 0.10% −0.00
VCSH Vanguard S/T Corp. Bond ETF Add +0.1% 0.06% −0.01
PFE Pfizer Inc. Add +0.1% 0.03% −0.01
CVX Chevron Corp. Add +2.0% 0.09% −0.03
META Meta Platforms Inc. Class A Add +8.8% 7.23% −0.15
UBER Uber Technologies Inc. Add +1.0% 3.38% −0.27
BRK.B Berkshire Hathaway Inc. Class B Add +1.2% 9.71% −0.34
PLTR Palantir Technologies Inc. Class A Add +4.0% 1.17% −0.37
HSY The Hershey Co. Add +2.9% 1.89% −0.49
NFLX Netflix Inc. Add +1.7% 1.79% −0.80

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 109$1.0BBRK.B, AMZN, GOOG, NVDA, AAPL
Q1 2026 105$946.7MBRK.B, AMZN, NVDA, AAPL, GOOG
Q4 2025 100$976.6MBRK.B, AMZN, GOOG, META, AAPL
Q3 2025 103$962.6MBRK.B, AMZN, META, AAPL, NVDA
Q2 2025 83$897.3MMETA, AMZN, BRK.B, NVDA, AAPL
Q1 2025Amended 92$725.3MBRK.B, AMZN, AAPL, META, AXP
Q4 2024 87$708.9MBRK.B, AAPL, AMZN, META, AXP
Q3 2024 90$715.4MBRK.B, BRK.A, AAPL, AMZN, META
Q2 2024 88$592.4MBRK.B, AAPL, AMZN, META, MSFT
Q1 2024 89$551.5MBRK.B, AMZN, AAPL, META, MSFT