Iron Gate Global Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 27, 2025), Iron Gate Global Advisors LLC reported 92 stock positions worth $725.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 12.7% of the portfolio, followed by Amazon.com (AMZN, 9.3%) and Apple (AAPL, 9.0%). Compared with Q4 2024, it opened 13 new positions, sold out of 8, added to 28 and reduced 38. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NSL, UT
- CIK
- 0001131181
- Portfolio Value
- $725.3M (Q1 2025)
- SEC Filing
- 0001085146-25-003400 ↗ filed May 27, 2025
Holdings Value
Holdings 92 stocks · $725.3M
| BRK.B Berkshire Hathaway Inc. Class B | 12.73% | 173,312 | $92.3M | Add +2.2% |
| AMZN Amazon.com Inc. | 9.31% | 354,848 | $67.5M | Add +7.5% |
| AAPL Apple Inc. | 9.03% | 294,699 | $65.5M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 7.91% | 99,556 | $57.4M | Reduce -1.7% |
| AXP American Express Co. | 6.09% | 164,288 | $44.2M | Reduce -0.5% |
| MSFT Microsoft Corp. | 5.74% | 110,848 | $41.6M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 5.29% | 245,416 | $38.3M | Add +20.5% |
| ICSH iShares Ultra Short Duration | 4.79% | 685,227 | $34.7M | Add +16.8% |
| NVDA Nvidia Corp. | 4.74% | 317,389 | $34.4M | Add +20.7% |
| UBER Uber Technologies Inc. | 4.13% | 410,792 | $29.9M | Add +35.3% |
| NFLX Netflix Inc. | 3.91% | 30,403 | $28.4M | Reduce -3.2% |
| V Visa Inc. Class A | 3.04% | 62,890 | $22.0M | Add +5.9% |
| RTX RTX Corp. | 2.90% | 158,637 | $21.0M | Reduce -2.2% |
| HSY The Hershey Co. | 2.78% | 117,912 | $20.2M | Add +56.3% |
| APD Air Products & Chemicals Inc. | 2.16% | 53,185 | $15.7M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 2.06% | 96,640 | $14.9M | Add +6.0% |
| JNJ Johnson & Johnson | 1.56% | 68,301 | $11.3M | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 1.53% | 86,212 | $11.1M | Add +13.9% |
| SNOW Snowflake Inc. | 1.11% | 54,843 | $8.0M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 11,292 | $6.3M | Add +35.8% |
| PLTR Palantir Technologies Inc. Class A | 0.72% | 62,258 | $5.3M | Add +206.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 14,889 | $4.1M | Reduce -0.0% |
| WMT Walmart Inc. | 0.53% | 43,267 | $3.8M | Reduce -9.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 7,734 | $3.6M | Add +30.6% |
| PG The Procter & Gamble Co. | 0.39% | 16,387 | $2.8M | Reduce -2.8% |
| MA Mastercard Inc. Class A | 0.26% | 3,465 | $1.9M | Reduce -4.2% |
| AVGO Broadcom Inc. | 0.26% | 11,118 | $1.9M | Reduce -1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 4,928 | $1.8M | Add +5.2% |
| ETN Eaton Corp. PLC | 0.23% | 6,011 | $1.6M | Add +0.1% |
| HQY Healthequity Inc. | 0.22% | 17,723 | $1.6M | Reduce -25.8% |
| COST Costco Wholesale Corp. | 0.21% | 1,638 | $1.5M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.20% | 4,488 | $1.5M | Add +3.5% |
| HD Home Depot Inc. | 0.20% | 4,024 | $1.5M | Reduce -12.7% |
| CATY Cathay General Bancorp | 0.18% | 31,126 | $1.3M | No change |
| PEP Pepsico Inc. | 0.18% | 8,484 | $1.3M | Reduce -31.3% |
| VGSH Vanguard Short-Term Treasury | 0.15% | 18,579 | $1.1M | Reduce -64.1% |
| MCD McDonald's Corp. | 0.15% | 3,471 | $1.1M | Reduce -41.1% |
| XOM Exxon Mobil Corp. | 0.14% | 8,805 | $1.0M | Reduce -3.6% |
| VCIT Vanguard Int-Term Corporate | 0.14% | 12,264 | $1.0M | Reduce -0.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 5,200 | $969K | No change |
| EMR Emerson Electric Co. | 0.13% | 8,624 | $946K | No change |
| PPG PPG Industries Inc. | 0.12% | 8,117 | $888K | No change |
| CARR Carrier Global Corp. | 0.12% | 13,407 | $850K | Reduce -0.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.11% | 1 | $798K | Reduce -99.0% |
| CVX Chevron Corp. | 0.11% | 4,763 | $797K | Reduce -9.4% |
| JPM JPMorgan Chase & Co. | 0.10% | 3,040 | $746K | Add +0.6% |
| MRK Merck & Co. Inc. | 0.10% | 7,971 | $722K | Reduce -3.3% |
| GLD SPDR Gold Shares | 0.10% | 2,458 | $708K | Add +14.4% |
| OTIS Otis Worldwide Corp. | 0.10% | 6,728 | $694K | Reduce -0.3% |
| SMH Vaneck Semiconductor ETF | 0.09% | 3,171 | $671K | Add +11.7% |
| TSLA Tesla Inc. | 0.09% | 2,383 | $618K | Add +22.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 1,360 | $480K | Reduce -1.8% |
| DE Deere & Co. | 0.06% | 980 | $462K | No change |
| CRM Salesforce Inc. | 0.06% | 1,709 | $459K | Reduce -6.5% |
| ALL Allstate Corp. | 0.06% | 2,180 | $454K | No change |
| FSK FS KKR Capital Corp. | 0.06% | 19,565 | $424K | Reduce -17.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.06% | 4,371 | $401K | Reduce -16.1% |
| CORT Corcept Therapeutics Inc. | 0.06% | 3,500 | $400K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 4,898 | $386K | Add +12.2% |
| YUM Yum! Brands Inc. | 0.05% | 2,421 | $381K | No change |
| BMY Bristol-Myers Squibb Co. | 0.05% | 5,760 | $351K | No change |
| KMB Kimberly-Clark Corp. | 0.05% | 2,400 | $344K | Reduce -0.5% |
| VOO Vanguard S&P 500 ETF | 0.05% | 669 | $344K | Reduce -40.5% |
| PFE Pfizer Inc. | 0.04% | 12,697 | $322K | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.04% | 1,625 | $321K | Add +40.5% |
| CMCSA Comcast Corp. Class A | 0.04% | 8,564 | $316K | Reduce -1.2% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 2,300 | $312K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 528 | $297K | Reduce -0.2% |
| XLK SS Technology Select Sector | 0.04% | 1,430 | $295K | New |
| LLY Eli Lilly & Co. | 0.04% | 355 | $294K | New |
| VZ Verizon Communications Inc. | 0.04% | 6,379 | $289K | Reduce -46.5% |
| XLV SS Health Care Select Sector | 0.04% | 1,889 | $276K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,524 | $254K | Add +0.8% |
| SPXL Direxion Daily S&P 500 Bull | 0.03% | 1,747 | $245K | New |
| MS Morgan Stanley | 0.03% | 2,097 | $245K | Add +0.2% |
| ABBV Abbvie Inc. | 0.03% | 1,160 | $243K | Reduce -15.7% |
| ORCL Oracle Corp. | 0.03% | 1,729 | $242K | New |
| FNV Franco-Nevada Corp. | 0.03% | 1,477 | $233K | Reduce -21.2% |
| SGOL Abrdn Physical Gold Shares | 0.03% | 7,328 | $219K | New |
| SRE Sempra | 0.03% | 3,015 | $217K | Add +0.5% |
| T AT&T Inc. | 0.03% | 7,670 | $217K | New |
| TDG Transdigm Group Inc. | 0.03% | 156 | $216K | New |
| GBCI Glacier Bancorp Inc. | 0.03% | 4,830 | $214K | Reduce -7.7% |
| FCX Freeport-McMoran Inc. | 0.03% | 5,426 | $205K | No change |
| GSY Invesco Ultra Short Duration | 0.03% | 4,072 | $204K | Reduce -12.8% |
| DVY iShares Select Dividend ETF | 0.03% | 1,511 | $203K | New |
| CPB The Campbell's Company | 0.03% | 5,055 | $202K | No change |
| HWC Hancock Whitney Corp. | 0.03% | 3,828 | $201K | New |
| PDSB PDS Biotechnology Corp. | 0.01% | 75,016 | $89K | New |
| PL Planet Labs PBC | 0.00% | 10,600 | $36K | New |
| WGHTQ WW International Inc. filed as WW INTL INC | 0.00% | 17,250 | $9K | No change |
| SOLO BRANDS INC | 0.00% | 12,650 | $2K | No change |
Options reported separately and not counted above: VRT puts ($154K), APG puts ($21K), MRNA calls ($6K).
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.5% | 9.03% | −1.42 |
| AXP American Express Co. | Reduce -0.5% | 6.09% | −0.82 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 7.91% | −0.47 |
| BILL Bill Holdings Inc. | Sold out | 0.00% | −0.38 |
| VGSH Vanguard Short-Term Treasury | Reduce -64.1% | 0.15% | −0.27 |
| AVGO Broadcom Inc. | Reduce -1.5% | 0.26% | −0.11 |
| HQY Healthequity Inc. | Reduce -25.8% | 0.22% | −0.11 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Reduce -41.1% | 0.15% | −0.09 |
| SNOW Snowflake Inc. | Reduce -0.1% | 1.11% | −0.09 |
| PEP Pepsico Inc. | Reduce -31.3% | 0.18% | −0.09 |
| WMT Walmart Inc. | Reduce -9.5% | 0.53% | −0.08 |
| HD Home Depot Inc. | Reduce -12.7% | 0.20% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 0.56% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Reduce -3.2% | 3.91% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -40.5% | 0.05% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| GE General Electric | Sold out | 0.00% | −0.03 |
| TPG TPG Inc. | Sold out | 0.00% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.03 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -46.5% | 0.04% | −0.03 |
| CRM Salesforce Inc. | Reduce -6.5% | 0.06% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -3.3% | 0.10% | −0.02 |
| FSK FS KKR Capital Corp. | Reduce -17.2% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.8% | 0.39% | −0.01 |
| CARR Carrier Global Corp. | Reduce -0.7% | 0.12% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -16.1% | 0.06% | −0.01 |
| GBCI Glacier Bancorp Inc. | Reduce -7.7% | 0.03% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 0.26% | −0.01 |
| GSY Invesco Ultra Short Duration | Reduce -12.8% | 0.03% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 0.04% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -1.2% | 0.04% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.9% | 0.14% | −0.00 |
| ABBV Abbvie Inc. | Reduce -15.7% | 0.03% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.8% | 0.07% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.21% | +0.00 |
| CVX Chevron Corp. | Reduce -9.4% | 0.11% | +0.00 |
| FNV Franco-Nevada Corp. | Reduce -21.2% | 0.03% | +0.00 |
| KMB Kimberly-Clark Corp. | Reduce -0.5% | 0.05% | +0.00 |
| XOM Exxon Mobil Corp. | Reduce -3.6% | 0.14% | +0.01 |
| OTIS Otis Worldwide Corp. | Reduce -0.3% | 0.10% | +0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -99.0% | 0.11% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.4% | 1.56% | +0.16 |
| RTX RTX Corp. | Reduce -2.2% | 2.90% | +0.25 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.2% | 12.73% | +1.88 |
| UBER Uber Technologies Inc. | Add +35.3% | 4.13% | +1.54 |
| HSY The Hershey Co. | Add +56.3% | 2.78% | +0.98 |
| ICSH iShares Ultra Short Duration | Add +16.8% | 4.79% | +0.62 |
| PLTR Palantir Technologies Inc. Class A | Add +206.8% | 0.72% | +0.51 |
| V Visa Inc. Class A | Add +5.9% | 3.04% | +0.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +35.8% | 0.87% | +0.19 |
| VYM Vanguard High DVD Yield ETF | Add +13.9% | 1.53% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +30.6% | 0.50% | +0.07 |
| CORT Corcept Therapeutics Inc. | New | 0.06% | +0.06 |
| XLK SS Technology Select Sector | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | New | 0.04% | +0.04 |
| XLV SS Health Care Select Sector | New | 0.04% | +0.04 |
| SPXL Direxion Daily S&P 500 Bull | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | New | 0.03% | +0.03 |
| SGOL Abrdn Physical Gold Shares | New | 0.03% | +0.03 |
| T AT&T Inc. | New | 0.03% | +0.03 |
| TDG Transdigm Group Inc. | New | 0.03% | +0.03 |
| DVY iShares Select Dividend ETF | New | 0.03% | +0.03 |
| HWC Hancock Whitney Corp. | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +14.4% | 0.10% | +0.02 |
| PDSB PDS Biotechnology Corp. | New | 0.01% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +40.5% | 0.04% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +12.2% | 0.05% | +0.01 |
| PL Planet Labs PBC | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.10% | +0.00 |
| MS Morgan Stanley | Add +0.2% | 0.03% | −0.00 |
| PFE Pfizer Inc. | Add +0.1% | 0.04% | −0.00 |
| SMH Vaneck Semiconductor ETF | Add +11.7% | 0.09% | −0.00 |
| APD Air Products & Chemicals Inc. | Add +0.4% | 2.16% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.8% | 0.04% | −0.01 |
| SRE Sempra | Add +0.5% | 0.03% | −0.01 |
| CAT Caterpillar Inc. | Add +3.5% | 0.20% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.2% | 0.25% | −0.02 |
| TSLA Tesla Inc. | Add +22.6% | 0.09% | −0.03 |
| ETN Eaton Corp. PLC | Add +0.1% | 0.23% | −0.06 |
| GOOG Alphabet Inc. Class C | Add +20.5% | 5.29% | −0.19 |
| NVDA Nvidia Corp. | Add +20.7% | 4.74% | −0.35 |
| GOOGL Alphabet Inc. Class A | Add +6.0% | 2.06% | −0.37 |
| MSFT Microsoft Corp. | Add +3.4% | 5.74% | −0.64 |
| AMZN Amazon.com Inc. | Add +7.5% | 9.31% | −0.91 |
Options Activity Q4 2024 → Q1 2025
| VRT Vertiv Holdings Co. Class A | put | New | 212,700 | $154K |
| APG Api Group Corp. | put | New | 60,000 | $21K |
| MRNA Moderna Inc. | call | New | 20,000 | $6K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $1.0B | BRK.B, AMZN, GOOG, NVDA, AAPL |
| Q1 2026 | 105 | $946.7M | BRK.B, AMZN, NVDA, AAPL, GOOG |
| Q4 2025 | 100 | $976.6M | BRK.B, AMZN, GOOG, META, AAPL |
| Q3 2025 | 103 | $962.6M | BRK.B, AMZN, META, AAPL, NVDA |
| Q2 2025 | 83 | $897.3M | META, AMZN, BRK.B, NVDA, AAPL |
| Q1 2025Amended | 92 | $725.3M | BRK.B, AMZN, AAPL, META, AXP |
| Q4 2024 | 87 | $708.9M | BRK.B, AAPL, AMZN, META, AXP |
| Q3 2024 | 90 | $715.4M | BRK.B, BRK.A, AAPL, AMZN, META |
| Q2 2024 | 88 | $592.4M | BRK.B, AAPL, AMZN, META, MSFT |
| Q1 2024 | 89 | $551.5M | BRK.B, AMZN, AAPL, META, MSFT |