Iron Gate Global Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Iron Gate Global Advisors LLC reported 103 stock positions worth $962.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.9% of the portfolio, followed by Amazon.com (AMZN, 8.9%) and Meta Platforms Class A (META, 8.7%). Compared with Q2 2025, it opened 21 new positions, sold out of 1, added to 15 and reduced 41. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Nvidia (NVDA, shares −20%).

Most Recent 13F
Q2 2026
Location
NSL, UT
CIK
0001131181
Portfolio Value
$962.6M (Q3 2025)
SEC Filing
0001131181-25-000002 ↗ filed Nov 14, 2025

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 $962.6M Q3 2025 Q4 2025: $976.6M Q4 2025 Q1 2026: $946.7M Q1 2026 Q2 2026: $1.0B Q2 2026

Holdings 103 stocks · $962.6M
BRK.B Berkshire Hathaway Inc. Class B 9.95% 190,157 $95.7M Add +8.7%
AMZN Amazon.com Inc. 8.85% 387,343 $85.2M Reduce -0.2%
META Meta Platforms Inc. Class A 8.72% 114,662 $84.0M Reduce -2.2%
AAPL Apple Inc. 7.97% 300,997 $76.7M Reduce -3.1%
NVDA Nvidia Corp. 7.91% 408,726 $76.2M Reduce -20.1%
GOOG Alphabet Inc. Class C 6.81% 269,351 $65.6M Reduce -2.9%
AXP American Express Co. 6.40% 185,038 $61.6M Reduce -2.1%
MSFT Microsoft Corp. 6.23% 115,887 $60.0M Add +0.3%
UBER Uber Technologies Inc. 4.50% 441,637 $43.3M Add +0.1%
ICSH iShares Ultra Short Duration 4.45% 843,178 $42.8M Add +3.1%
RTX RTX Corp. 2.79% 160,879 $26.9M Reduce -0.9%
GOOGL Alphabet Inc. Class A 2.68% 106,238 $25.8M Add +0.1%
NFLX Netflix Inc. 2.62% 21,072 $25.2M Reduce -1.3%
V Visa Inc. Class A 2.50% 70,415 $24.0M Add +8.0%
HSY The Hershey Co. 2.37% 121,799 $22.8M Reduce -1.8%
PANW Palo Alto Networks Inc. 1.78% 84,013 $17.1M Add +2.3%
APD Air Products & Chemicals Inc. 1.73% 61,129 $16.6M Reduce -0.7%
PLTR Palantir Technologies Inc. Class A 1.70% 89,969 $16.4M Reduce -0.2%
VYM Vanguard High DVD Yield ETF 1.49% 101,976 $14.4M Add +8.6%
JNJ Johnson & Johnson 1.31% 68,081 $12.6M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 7,906 $5.3M Reduce -3.7%
VTI VG Morningstar TS MKT ETF-US 0.50% 14,768 $4.8M Reduce -0.8%
QQQ Invesco QQQ Trust Series 1 0.46% 7,381 $4.4M Reduce -0.9%
WMT Walmart Inc. 0.39% 35,909 $3.7M Reduce -8.2%
TSLA Tesla Inc. 0.33% 7,221 $3.2M Add +132.4%
AVGO Broadcom Inc. 0.24% 6,943 $2.3M Reduce -30.5%
ETN Eaton Corp. PLC 0.24% 6,061 $2.3M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.23% 4,517 $2.2M Reduce -5.1%
CAT Caterpillar Inc. 0.22% 4,488 $2.1M Reduce -23.9%
PG The Procter & Gamble Co. 0.22% 13,707 $2.1M Reduce -3.2%
SNOW Snowflake Inc. 0.17% 7,116 $1.6M New
COST Costco Wholesale Corp. 0.16% 1,702 $1.6M No change
CATY Cathay General Bancorp 0.15% 31,125 $1.5M Reduce -50.0%
MA Mastercard Inc. Class A 0.15% 2,601 $1.5M Reduce -9.8%
VGSH Vanguard Short-Term Treasury 0.14% 23,148 $1.4M Reduce -21.2%
EMR Emerson Electric Co. 0.12% 8,555 $1.1M Reduce -50.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 5,200 $1.1M No change
SMH Vaneck Semiconductor ETF 0.11% 3,317 $1.1M Reduce -1.9%
XOM Exxon Mobil Corp. 0.10% 8,953 $1.0M Reduce -2.8%
HD Home Depot Inc. 0.10% 2,285 $926K Reduce -11.2%
MCD McDonald's Corp. 0.09% 2,986 $908K Add +1.4%
PPG PPG Industries Inc. 0.09% 8,117 $852K Reduce -13.0%
HQY Healthequity Inc. 0.09% 9,046 $852K New
LLY Eli Lilly & Co. 0.09% 1,099 $838K Add +175.4%
PEP Pepsico Inc. 0.08% 5,668 $796K Reduce -7.2%
CARR Carrier Global Corp. 0.08% 13,211 $787K New
BRK.A Berkshire Hathaway Inc. Class A 0.08% 1 $755K No change
JPM JPMorgan Chase & Co. 0.08% 2,354 $743K Reduce -4.6%
CVX Chevron Corp. 0.08% 4,659 $724K Reduce -13.4%
GLD SPDR Gold Shares 0.07% 2,032 $722K Reduce -8.9%
MRK Merck & Co. Inc. 0.07% 7,974 $669K Add +0.1%
OTIS Otis Worldwide Corp. 0.06% 6,630 $607K New
CRWD CrowdStrike Holdings Inc. Class A 0.06% 1,232 $604K New
ORCL Oracle Corp. 0.05% 1,822 $510K No change
ALL Allstate Corp. 0.05% 2,180 $468K No change
DE Deere & Co. 0.05% 1,005 $459K No change
TSM Taiwan Semiconductor-SP ADR 0.05% 1,571 $438K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.04% 4,898 $427K No change
VOO Vanguard S&P 500 ETF 0.04% 678 $415K Add +1.0%
XLK SS Technology Select Sector 0.04% 1,430 $403K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 7,629 $394K Add +42.3%
XLY SS Consumer Disc Select Sect 0.04% 1,625 $390K Reduce -39.3%
SDY SS SPDR S&P Dividend ETF 0.04% 2,678 $375K Reduce -33.0%
MS Morgan Stanley 0.04% 2,351 $374K No change
RSG Republic Services Inc. 0.04% 1,616 $372K No change
SPXL Direxion Daily S&P 500 Bull 0.04% 1,747 $371K New
YUM Yum! Brands Inc. 0.04% 2,421 $369K No change
VCIT Vanguard Int-Term Corporate 0.04% 4,059 $341K Reduce -25.5%
GE General Electric filed as GE AEROSPACE 0.03% 1,101 $331K New
SGOL Abrdn Physical Gold Shares 0.03% 8,978 $330K Reduce -11.8%
ABBV Abbvie Inc. 0.03% 1,413 $328K New
PFE Pfizer Inc. 0.03% 12,720 $324K Reduce -30.8%
FNV Franco-Nevada Corp. 0.03% 1,437 $319K No change
CRM Salesforce Inc. 0.03% 1,305 $309K Add +37.4%
GEV GE Vernova Inc. 0.03% 499 $306K Reduce -9.1%
KMB Kimberly-Clark Corp. 0.03% 2,400 $299K No change
CORT Corcept Therapeutics Inc. 0.03% 3,500 $292K No change
IVV iShares Core S&P 500 ETF 0.03% 419 $281K No change
TEL Te Connectivity PLC 0.03% 1,250 $274K No change
SRE Sempra 0.03% 3,000 $270K No change
NEM Newmont Corp. 0.03% 3,211 $270K New
CMCSA Comcast Corp. Class A 0.03% 8,561 $269K No change
XLV SS Health Care Select Sector 0.03% 1,889 $263K Reduce -34.6%
BMY Bristol-Myers Squibb Co. 0.03% 5,760 $260K No change
T AT&T Inc. 0.03% 9,121 $258K New
PH Parker Hannifin Corp. 0.03% 320 $243K No change
HWC Hancock Whitney Corp. 0.02% 3,828 $239K No change
CRWV Coreweave Inc. Class A 0.02% 1,731 $237K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.02% 2,968 $233K New
CMI Cummins Inc. 0.02% 548 $232K New
CB Chubb Ltd. 0.02% 781 $220K Reduce -44.4%
DVY iShares Select Dividend ETF 0.02% 1,511 $215K No change
TCOM Trip.com Group Ltd.-ADR 0.02% 2,830 $213K New
FCX Freeport-McMoran Inc. 0.02% 5,426 $212K No change
BA The Boeing Co. 0.02% 974 $210K New
GBCI Glacier Bancorp Inc. 0.02% 4,287 $208K Reduce -11.2%
VRT Vertiv Holdings Co. Class A 0.02% 1,380 $208K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.02% 2,221 $204K No change
TPG TPG Inc. 0.02% 3,500 $201K New
FSK FS KKR Capital Corp. 0.02% 12,431 $186K New
PL Planet Labs PBC 0.01% 10,000 $130K New
GRSD Grandstand Ltd. filed as GAMBLING COM GROUP LIMITED 0.01% 10,250 $84K New
PDSB PDS Biotechnology Corp. 0.01% 75,016 $77K New

Options reported separately and not counted above: SPY calls ($7.2M), QQQ calls ($6.0M), SMH calls ($1.7M), NVDA calls ($723K), META calls ($303K), AMZN calls ($275K), NFLX calls ($174K), PLTR calls ($69K), AAPL calls ($68K), TSLA calls ($49K), COST calls ($1K), FCX calls ($733), and 1 more.

Portfolio Sells Q2 2025 → Q3 2025
NVDA Nvidia Corp. Reduce -20.1% 7.91% −1.10
META Meta Platforms Inc. Class A Reduce -2.2% 8.72% −0.92
AMZN Amazon.com Inc. Reduce -0.2% 8.85% −0.64
NFLX Netflix Inc. Reduce -1.3% 2.62% −0.57
AXP American Express Co. Reduce -2.1% 6.40% −0.32
APD Air Products & Chemicals Inc. Reduce -0.7% 1.73% −0.21
CATY Cathay General Bancorp Reduce -50.0% 0.15% −0.16
EMR Emerson Electric Co. Reduce -50.0% 0.12% −0.14
AVGO Broadcom Inc. Reduce -30.5% 0.24% −0.07
VGSH Vanguard Short-Term Treasury Reduce -21.2% 0.14% −0.05
WMT Walmart Inc. Reduce -8.2% 0.39% −0.04
CAT Caterpillar Inc. Reduce -23.9% 0.22% −0.03
PG The Procter & Gamble Co. Reduce -3.2% 0.22% −0.03
PPG PPG Industries Inc. Reduce -13.0% 0.09% −0.03
MA Mastercard Inc. Class A Reduce -9.8% 0.15% −0.03
XLY SS Consumer Disc Select Sect Reduce -39.3% 0.04% −0.02
WFC Wells Fargo & Co. Sold out 0.00% −0.02
CB Chubb Ltd. Reduce -44.4% 0.02% −0.02
SDY SS SPDR S&P Dividend ETF Reduce -33.0% 0.04% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.7% 0.55% −0.02
XLV SS Health Care Select Sector Reduce -34.6% 0.03% −0.02
PFE Pfizer Inc. Reduce -30.8% 0.03% −0.02
VCIT Vanguard Int-Term Corporate Reduce -25.5% 0.04% −0.01
CVX Chevron Corp. Reduce -13.4% 0.08% −0.01
HD Home Depot Inc. Reduce -11.2% 0.10% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.1% 0.23% −0.01
PEP Pepsico Inc. Reduce -7.2% 0.08% −0.01
XOM Exxon Mobil Corp. Reduce -2.8% 0.10% −0.01
JPM JPMorgan Chase & Co. Reduce -4.6% 0.08% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 0.50% −0.00
GBCI Glacier Bancorp Inc. Reduce -11.2% 0.02% −0.00
SGOL Abrdn Physical Gold Shares Reduce -11.8% 0.03% −0.00
GLD SPDR Gold Shares Reduce -8.9% 0.07% −0.00
GEV GE Vernova Inc. Reduce -9.1% 0.03% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -0.9% 0.46% +0.00
SMH Vaneck Semiconductor ETF Reduce -1.9% 0.11% +0.01
HSY The Hershey Co. Reduce -1.8% 2.37% +0.08
JNJ Johnson & Johnson Reduce -0.8% 1.31% +0.14
RTX RTX Corp. Reduce -0.9% 2.79% +0.15
PLTR Palantir Technologies Inc. Class A Reduce -0.2% 1.70% +0.33
AAPL Apple Inc. Reduce -3.1% 7.97% +0.87
GOOG Alphabet Inc. Class C Reduce -2.9% 6.81% +1.33

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +0.1% 2.68% +0.60
BRK.B Berkshire Hathaway Inc. Class B Add +8.7% 9.95% +0.47
TSLA Tesla Inc. Add +132.4% 0.33% +0.22
SNOW Snowflake Inc. New 0.17% +0.17
VYM Vanguard High DVD Yield ETF Add +8.6% 1.49% +0.10
HQY Healthequity Inc. New 0.09% +0.09
CARR Carrier Global Corp. New 0.08% +0.08
OTIS Otis Worldwide Corp. New 0.06% +0.06
CRWD CrowdStrike Holdings Inc. Class A New 0.06% +0.06
LLY Eli Lilly & Co. Add +175.4% 0.09% +0.05
SPXL Direxion Daily S&P 500 Bull New 0.04% +0.04
GE General Electric New 0.03% +0.03
ABBV Abbvie Inc. New 0.03% +0.03
NEM Newmont Corp. New 0.03% +0.03
T AT&T Inc. New 0.03% +0.03
CRWV Coreweave Inc. Class A New 0.02% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF New 0.02% +0.02
CMI Cummins Inc. New 0.02% +0.02
TCOM Trip.com Group Ltd.-ADR New 0.02% +0.02
BA The Boeing Co. New 0.02% +0.02
VRT Vertiv Holdings Co. Class A New 0.02% +0.02
TPG TPG Inc. New 0.02% +0.02
FSK FS KKR Capital Corp. New 0.02% +0.02
PL Planet Labs PBC New 0.01% +0.01
BAC Bank of America Corp. Add +42.3% 0.04% +0.01
GRSD Grandstand Ltd. New 0.01% +0.01
PDSB PDS Biotechnology Corp. New 0.01% +0.01
CRM Salesforce Inc. Add +37.4% 0.03% +0.00
VOO Vanguard S&P 500 ETF Add +1.0% 0.04% +0.00
MRK Merck & Co. Inc. Add +0.1% 0.07% −0.00
MCD McDonald's Corp. Add +1.4% 0.09% −0.00
V Visa Inc. Class A Add +8.0% 2.50% −0.08
UBER Uber Technologies Inc. Add +0.1% 4.50% −0.09
PANW Palo Alto Networks Inc. Add +2.3% 1.78% −0.10
ICSH iShares Ultra Short Duration Add +3.1% 4.45% −0.17
MSFT Microsoft Corp. Add +0.3% 6.23% −0.18

Options Activity Q2 2025 → Q3 2025
SPY SS SPDR S&P 500 ETF Trust-US call New 53,000 $7.2M
QQQ Invesco QQQ Trust Series 1 call New 42,800 $6.0M
SMH Vaneck Semiconductor ETF call New 21,100 $1.7M
NVDA Nvidia Corp. call New 7,900 $723K
META Meta Platforms Inc. Class A call New 1,400 $303K
AMZN Amazon.com Inc. call New 10,000 $275K
NFLX Netflix Inc. call New 400 $174K
PLTR Palantir Technologies Inc. Class A call New 600 $69K
AAPL Apple Inc. call New 2,400 $68K
TSLA Tesla Inc. call New 200 $49K
COST Costco Wholesale Corp. call New 100 $1K
FCX Freeport-McMoran Inc. call New 500 $733
VOO Vanguard S&P 500 ETF put New 800 $300

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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