Iron Gate Global Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Iron Gate Global Advisors LLC reported 83 stock positions worth $897.3 million. Its top holding was Meta Platforms Class A (META) at 9.6% of the portfolio, followed by Amazon.com (AMZN, 9.5%) and Berkshire Hathaway Class B (BRK.B, 9.5%). Compared with Q1 2025, it opened 8 new positions, sold out of 17, added to 40 and reduced 22. The biggest buy was Nvidia (NVDA, shares +61%) and the biggest sale an exit from Snowflake (SNOW).
- Most Recent 13F
- Q2 2026
- Location
- NSL, UT
- CIK
- 0001131181
- Portfolio Value
- $897.3M (Q2 2025)
- SEC Filing
- 0001085146-25-005094 ↗ filed Aug 14, 2025
Holdings Value
Holdings 83 stocks · $897.3M
| META Meta Platforms Inc. Class A | 9.64% | 117,236 | $86.5M | Add +17.8% |
| AMZN Amazon.com Inc. | 9.49% | 388,213 | $85.2M | Add +9.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.47% | 175,006 | $85.0M | Add +1.0% |
| NVDA Nvidia Corp. | 9.01% | 511,680 | $80.8M | Add +61.2% |
| AAPL Apple Inc. | 7.10% | 310,702 | $63.7M | Add +5.4% |
| AXP American Express Co. | 6.72% | 188,944 | $60.3M | Add +15.0% |
| MSFT Microsoft Corp. | 6.41% | 115,580 | $57.5M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 5.49% | 277,492 | $49.2M | Add +13.1% |
| ICSH iShares Ultra Short Duration | 4.62% | 817,442 | $41.5M | Add +19.3% |
| UBER Uber Technologies Inc. | 4.59% | 441,138 | $41.2M | Add +7.4% |
| NFLX Netflix Inc. | 3.19% | 21,352 | $28.6M | Reduce -29.8% |
| RTX RTX Corp. | 2.64% | 162,380 | $23.7M | Add +2.4% |
| V Visa Inc. Class A | 2.58% | 65,211 | $23.2M | Add +3.7% |
| HSY The Hershey Co. | 2.29% | 123,971 | $20.6M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 2.08% | 106,122 | $18.7M | Add +9.8% |
| APD Air Products & Chemicals Inc. | 1.93% | 61,534 | $17.4M | Add +15.7% |
| PANW Palo Alto Networks Inc. | 1.87% | 82,128 | $16.8M | New |
| VYM Vanguard High DVD Yield ETF | 1.39% | 93,867 | $12.5M | Add +8.9% |
| PLTR Palantir Technologies Inc. Class A | 1.37% | 90,156 | $12.3M | Add +44.8% |
| JNJ Johnson & Johnson | 1.17% | 68,635 | $10.5M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 8,210 | $5.1M | Reduce -27.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 14,883 | $4.5M | Reduce -0.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.46% | 7,447 | $4.1M | Reduce -3.7% |
| WMT Walmart Inc. | 0.43% | 39,129 | $3.8M | Reduce -9.6% |
| CATY Cathay General Bancorp | 0.32% | 62,251 | $2.8M | Add +100.0% |
| AVGO Broadcom Inc. | 0.31% | 9,995 | $2.8M | Reduce -10.1% |
| CAT Caterpillar Inc. | 0.26% | 5,894 | $2.3M | Add +31.3% |
| EMR Emerson Electric Co. | 0.25% | 17,124 | $2.3M | Add +98.6% |
| PG The Procter & Gamble Co. | 0.25% | 14,166 | $2.3M | Reduce -13.6% |
| ETN Eaton Corp. PLC | 0.24% | 6,061 | $2.2M | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 4,762 | $2.1M | Reduce -3.4% |
| VGSH Vanguard Short-Term Treasury | 0.19% | 29,384 | $1.7M | Add +58.2% |
| COST Costco Wholesale Corp. | 0.19% | 1,702 | $1.7M | Add +3.9% |
| MA Mastercard Inc. Class A | 0.18% | 2,885 | $1.6M | Reduce -16.7% |
| PPG PPG Industries Inc. | 0.12% | 9,334 | $1.1M | Add +15.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 5,200 | $1.0M | No change |
| XOM Exxon Mobil Corp. | 0.11% | 9,214 | $993K | Add +4.7% |
| TSLA Tesla Inc. | 0.11% | 3,107 | $987K | Add +30.4% |
| HD Home Depot Inc. | 0.11% | 2,574 | $944K | Reduce -36.0% |
| SMH Vaneck Semiconductor ETF | 0.11% | 3,383 | $943K | Add +6.7% |
| MCD McDonald's Corp. | 0.10% | 2,946 | $861K | Reduce -15.1% |
| PEP Pepsico Inc. | 0.09% | 6,105 | $806K | Reduce -28.0% |
| CVX Chevron Corp. | 0.09% | 5,380 | $770K | Add +12.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 1 | $729K | No change |
| JPM JPMorgan Chase & Co. | 0.08% | 2,468 | $715K | Reduce -18.8% |
| GLD SPDR Gold Shares | 0.08% | 2,230 | $680K | Reduce -9.3% |
| MRK Merck & Co. Inc. | 0.07% | 7,964 | $637K | Reduce -0.1% |
| XLY SS Consumer Disc Select Sect | 0.06% | 2,675 | $581K | Add +64.6% |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 4,000 | $543K | Add +73.9% |
| DE Deere & Co. | 0.06% | 1,005 | $513K | Add +2.5% |
| VCIT Vanguard Int-Term Corporate | 0.05% | 5,447 | $452K | Reduce -55.6% |
| PFE Pfizer Inc. | 0.05% | 18,384 | $446K | Add +44.8% |
| ALL Allstate Corp. | 0.05% | 2,180 | $441K | No change |
| CB Chubb Ltd. | 0.05% | 1,405 | $408K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 4,898 | $400K | No change |
| RSG Republic Services Inc. | 0.04% | 1,616 | $399K | New |
| ORCL Oracle Corp. | 0.04% | 1,822 | $398K | Add +5.4% |
| XLV SS Health Care Select Sector | 0.04% | 2,889 | $389K | Add +52.9% |
| VOO Vanguard S&P 500 ETF | 0.04% | 671 | $382K | Add +0.3% |
| XLK SS Technology Select Sector | 0.04% | 1,430 | $362K | No change |
| YUM Yum! Brands Inc. | 0.04% | 2,421 | $359K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,571 | $357K | Add +3.1% |
| MS Morgan Stanley | 0.04% | 2,351 | $331K | Add +12.1% |
| SGOL Abrdn Physical Gold Shares | 0.04% | 10,178 | $321K | Add +38.9% |
| KMB Kimberly-Clark Corp. | 0.03% | 2,400 | $312K | No change |
| LLY Eli Lilly & Co. | 0.03% | 399 | $311K | Add +12.4% |
| CMCSA Comcast Corp. Class A | 0.03% | 8,561 | $306K | Reduce -0.0% |
| GEV GE Vernova Inc. | 0.03% | 549 | $291K | New |
| BMY Bristol-Myers Squibb Co. | 0.03% | 5,760 | $267K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 419 | $260K | Reduce -20.6% |
| CRM Salesforce Inc. | 0.03% | 950 | $259K | Reduce -44.4% |
| CORT Corcept Therapeutics Inc. | 0.03% | 3,500 | $257K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 5,361 | $254K | New |
| FNV Franco-Nevada Corp. | 0.03% | 1,437 | $236K | Reduce -2.7% |
| FCX Freeport-McMoran Inc. | 0.03% | 5,426 | $235K | No change |
| SRE Sempra | 0.03% | 3,000 | $229K | Reduce -0.5% |
| PH Parker Hannifin Corp. | 0.02% | 320 | $224K | New |
| HWC Hancock Whitney Corp. | 0.02% | 3,828 | $220K | No change |
| TEL Te Connectivity PLC | 0.02% | 1,250 | $211K | New |
| WFC Wells Fargo & Co. | 0.02% | 2,619 | $210K | New |
| GBCI Glacier Bancorp Inc. | 0.02% | 4,830 | $208K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 2,221 | $204K | Reduce -49.2% |
| DVY iShares Select Dividend ETF | 0.02% | 1,511 | $201K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SNOW Snowflake Inc. | Sold out | 0.00% | −1.11 |
| NFLX Netflix Inc. | Reduce -29.8% | 3.19% | −0.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.3% | 0.57% | −0.31 |
| HQY Healthequity Inc. | Sold out | 0.00% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -13.6% | 0.25% | −0.13 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.12 |
| WMT Walmart Inc. | Reduce -9.6% | 0.43% | −0.10 |
| HD Home Depot Inc. | Reduce -36.0% | 0.11% | −0.10 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.10 |
| VCIT Vanguard Int-Term Corporate | Reduce -55.6% | 0.05% | −0.09 |
| PEP Pepsico Inc. | Reduce -28.0% | 0.09% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -16.7% | 0.18% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 0.51% | −0.06 |
| FSK FS KKR Capital Corp. | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -15.1% | 0.10% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.7% | 0.46% | −0.04 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Reduce -44.4% | 0.03% | −0.03 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.03 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -49.2% | 0.02% | −0.03 |
| T AT&T Inc. | Sold out | 0.00% | −0.03 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.07% | −0.03 |
| GSY Invesco Ultra Short Duration | Sold out | 0.00% | −0.03 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -18.8% | 0.08% | −0.02 |
| GLD SPDR Gold Shares | Reduce -9.3% | 0.08% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.4% | 0.23% | −0.02 |
| PDSB PDS Biotechnology Corp. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -20.6% | 0.03% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.0% | 0.03% | −0.01 |
| FNV Franco-Nevada Corp. | Reduce -2.7% | 0.03% | −0.01 |
| PL Planet Labs PBC | Sold out | 0.00% | −0.00 |
| SRE Sempra | Reduce -0.5% | 0.03% | −0.00 |
| WGHTQ WW International Inc. | Sold out | 0.00% | −0.00 |
| SOLO BRANDS INC | Sold out | 0.00% | −0.00 |
| AVGO Broadcom Inc. | Reduce -10.1% | 0.31% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +61.2% | 9.01% | +4.27 |
| PANW Palo Alto Networks Inc. | New | 1.87% | +1.87 |
| META Meta Platforms Inc. Class A | Add +17.8% | 9.64% | +1.73 |
| MSFT Microsoft Corp. | Add +4.3% | 6.41% | +0.67 |
| PLTR Palantir Technologies Inc. Class A | Add +44.8% | 1.37% | +0.65 |
| AXP American Express Co. | Add +15.0% | 6.72% | +0.62 |
| UBER Uber Technologies Inc. | Add +7.4% | 4.59% | +0.46 |
| GOOG Alphabet Inc. Class C | Add +13.1% | 5.49% | +0.20 |
| AMZN Amazon.com Inc. | Add +9.4% | 9.49% | +0.18 |
| CATY Cathay General Bancorp | Add +100.0% | 0.32% | +0.13 |
| EMR Emerson Electric Co. | Add +98.6% | 0.25% | +0.12 |
| CAT Caterpillar Inc. | Add +31.3% | 0.26% | +0.05 |
| CB Chubb Ltd. | New | 0.05% | +0.05 |
| RSG Republic Services Inc. | New | 0.04% | +0.04 |
| VGSH Vanguard Short-Term Treasury | Add +58.2% | 0.19% | +0.04 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| BAC Bank of America Corp. | New | 0.03% | +0.03 |
| PH Parker Hannifin Corp. | New | 0.02% | +0.02 |
| TSLA Tesla Inc. | Add +30.4% | 0.11% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +9.8% | 2.08% | +0.02 |
| TEL Te Connectivity PLC | New | 0.02% | +0.02 |
| WFC Wells Fargo & Co. | New | 0.02% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +64.6% | 0.06% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +73.9% | 0.06% | +0.02 |
| ETN Eaton Corp. PLC | Add +0.8% | 0.24% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +6.7% | 0.11% | +0.01 |
| ORCL Oracle Corp. | Add +5.4% | 0.04% | +0.01 |
| SGOL Abrdn Physical Gold Shares | Add +38.9% | 0.04% | +0.01 |
| XLV SS Health Care Select Sector | Add +52.9% | 0.04% | +0.01 |
| PFE Pfizer Inc. | Add +44.8% | 0.05% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +3.1% | 0.04% | +0.00 |
| MS Morgan Stanley | Add +12.1% | 0.04% | +0.00 |
| PPG PPG Industries Inc. | Add +15.0% | 0.12% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.04% | −0.00 |
| LLY Eli Lilly & Co. | Add +12.4% | 0.03% | −0.01 |
| DE Deere & Co. | Add +2.5% | 0.06% | −0.01 |
| CVX Chevron Corp. | Add +12.9% | 0.09% | −0.02 |
| COST Costco Wholesale Corp. | Add +3.9% | 0.19% | −0.03 |
| XOM Exxon Mobil Corp. | Add +4.7% | 0.11% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Add +8.9% | 1.39% | −0.14 |
| ICSH iShares Ultra Short Duration | Add +19.3% | 4.62% | −0.17 |
| APD Air Products & Chemicals Inc. | Add +15.7% | 1.93% | −0.23 |
| RTX RTX Corp. | Add +2.4% | 2.64% | −0.25 |
| JNJ Johnson & Johnson | Add +0.5% | 1.17% | −0.39 |
| V Visa Inc. Class A | Add +3.7% | 2.58% | −0.46 |
| HSY The Hershey Co. | Add +5.1% | 2.29% | −0.49 |
| AAPL Apple Inc. | Add +5.4% | 7.10% | −1.92 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 9.47% | −3.25 |
Options Activity Q1 2025 → Q2 2025
| VRT Vertiv Holdings Co. Class A | put | Sold out | 212,700 | $154Kbefore exit |
| APG Api Group Corp. | put | Sold out | 60,000 | $21Kbefore exit |
| MRNA Moderna Inc. | call | Sold out | 20,000 | $6Kbefore exit |
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 |