Iron Gate Global Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Iron Gate Global Advisors LLC reported 105 stock positions worth $946.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.1% of the portfolio, followed by Amazon.com (AMZN, 8.8%) and Nvidia (NVDA, 7.6%). Compared with Q4 2025, it opened 12 new positions, sold out of 7, added to 42 and reduced 32. The biggest buy was iShares Ultra Short Duration (ICSH, shares +16%) and the biggest sale American Express (AXP, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NSL, UT
- CIK
- 0001131181
- Portfolio Value
- $946.7M (Q1 2026)
- SEC Filing
- 0001131181-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 105 stocks · $946.7M
| BRK.B Berkshire Hathaway Inc. Class B | 10.05% | 198,544 | $95.1M | Add +4.2% |
| AMZN Amazon.com Inc. | 8.82% | 401,053 | $83.5M | Add +4.2% |
| NVDA Nvidia Corp. | 7.60% | 412,624 | $72.0M | Add +3.1% |
| AAPL Apple Inc. | 7.50% | 279,620 | $71.0M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 7.40% | 244,280 | $70.1M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 7.38% | 122,134 | $69.9M | Add +6.4% |
| ICSH iShares Ultra Short Duration | 6.30% | 1,178,093 | $59.6M | Add +16.1% |
| AXP American Express Co. | 5.17% | 161,839 | $49.0M | Reduce -1.3% |
| MSFT Microsoft Corp. | 4.81% | 122,966 | $45.5M | Add +6.7% |
| UBER Uber Technologies Inc. | 3.65% | 480,068 | $34.5M | Add +5.8% |
| APD Air Products & Chemicals Inc. | 3.29% | 107,265 | $31.2M | Add +2.1% |
| RTX RTX Corp. | 3.04% | 149,000 | $28.7M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 2.99% | 98,403 | $28.3M | Reduce -0.6% |
| NFLX Netflix Inc. | 2.59% | 254,824 | $24.5M | Add +23.6% |
| HSY The Hershey Co. | 2.38% | 108,434 | $22.5M | Reduce -9.3% |
| V Visa Inc. Class A | 2.30% | 71,931 | $21.7M | Add +3.0% |
| VYM Vanguard High DVD Yield ETF | 1.91% | 122,013 | $18.1M | Add +8.0% |
| JNJ Johnson & Johnson | 1.77% | 68,372 | $16.7M | Add +0.4% |
| PANW Palo Alto Networks Inc. | 1.68% | 99,354 | $15.9M | Add +20.1% |
| PLTR Palantir Technologies Inc. Class A | 1.54% | 99,945 | $14.6M | Add +14.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 7,718 | $5.0M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 15,185 | $4.9M | Add +3.0% |
| WMT Walmart Inc. | 0.47% | 36,031 | $4.5M | Add +4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 7,683 | $4.4M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.39% | 5,145 | $3.6M | Add +15.0% |
| VGSH Vanguard Short-Term Treasury | 0.34% | 55,775 | $3.3M | Add +74.0% |
| TSLA Tesla Inc. | 0.29% | 7,449 | $2.8M | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 5,018 | $2.2M | Reduce -4.2% |
| ETN Eaton Corp. PLC | 0.23% | 6,061 | $2.2M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.20% | 12,833 | $1.9M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.19% | 1,827 | $1.8M | Add +7.6% |
| XOM Exxon Mobil Corp. | 0.18% | 10,130 | $1.7M | Add +7.3% |
| CATY Cathay General Bancorp | 0.16% | 31,125 | $1.6M | No change |
| SMH Vaneck Semiconductor ETF | 0.13% | 3,300 | $1.3M | No change |
| AVGO Broadcom Inc. | 0.13% | 4,008 | $1.2M | Add +29.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 5,278 | $1.1M | No change |
| MA Mastercard Inc. Class A | 0.12% | 2,279 | $1.1M | Reduce -0.9% |
| CVX Chevron Corp. | 0.12% | 5,472 | $1.1M | Add +19.2% |
| EMR Emerson Electric Co. | 0.12% | 8,555 | $1.1M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.11% | 3,555 | $1.0M | Add +57.9% |
| MRK Merck & Co. Inc. | 0.10% | 8,070 | $971K | Add +0.9% |
| LLY Eli Lilly & Co. | 0.10% | 988 | $909K | Reduce -7.1% |
| PPG PPG Industries Inc. | 0.09% | 8,117 | $868K | No change |
| MCD McDonald's Corp. | 0.09% | 2,596 | $807K | Reduce -11.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.08% | 2,336 | $789K | Add +49.4% |
| PEP Pepsico Inc. | 0.08% | 4,836 | $751K | Reduce -4.2% |
| HD Home Depot Inc. | 0.08% | 2,267 | $746K | Add +15.6% |
| CARR Carrier Global Corp. | 0.08% | 13,211 | $744K | No change |
| MS Morgan Stanley | 0.08% | 4,387 | $722K | Add +85.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.08% | 1 | $718K | No change |
| SNOW Snowflake Inc. | 0.07% | 4,516 | $681K | Reduce -26.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 8,338 | $661K | Add +6.0% |
| GLD SPDR Gold Shares | 0.07% | 1,452 | $625K | Reduce -32.4% |
| DE Deere & Co. | 0.06% | 1,030 | $580K | Reduce -1.3% |
| FCX Freeport-McMoran Inc. | 0.06% | 9,514 | $559K | Add +93.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.06% | 398 | $526K | Add +110.6% |
| OTIS Otis Worldwide Corp. | 0.05% | 6,630 | $511K | No change |
| ANGX Angel Studios Inc. | 0.05% | 163,926 | $500K | No change |
| XLK SS Technology Select Sector | 0.05% | 3,686 | $490K | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 9,334 | $455K | Add +21.5% |
| HQY Healthequity Inc. | 0.05% | 5,413 | $452K | Reduce -22.1% |
| ALL Allstate Corp. | 0.05% | 2,180 | $452K | No change |
| VOO Vanguard S&P 500 ETF | 0.05% | 719 | $430K | Add +1.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.04% | 9,269 | $425K | Reduce -3.4% |
| BP BP PLC-Spons ADR | 0.04% | 8,909 | $419K | New |
| IVV iShares Core S&P 500 ETF | 0.04% | 632 | $413K | Add +2.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 1,052 | $411K | Reduce -17.4% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 2,678 | $391K | No change |
| XLY SS Consumer Disc Select Sect | 0.04% | 3,250 | $354K | No change |
| BMY Bristol-Myers Squibb Co. | 0.04% | 5,760 | $349K | Reduce -0.5% |
| YUM Yum! Brands Inc. | 0.04% | 2,192 | $341K | No change |
| NEM Newmont Corp. | 0.04% | 3,062 | $331K | Reduce -4.6% |
| ABBV Abbvie Inc. | 0.03% | 1,493 | $325K | Add +4.4% |
| RSG Republic Services Inc. | 0.03% | 1,462 | $320K | No change |
| FNV Franco-Nevada Corp. | 0.03% | 1,287 | $318K | Reduce -10.4% |
| PFE Pfizer Inc. | 0.03% | 11,134 | $313K | Add +0.1% |
| VCIT Vanguard Int-Term Corporate | 0.03% | 3,692 | $306K | Add +1.4% |
| GSK GSK PLC-Spon ADR | 0.03% | 5,429 | $300K | New |
| CMI Cummins Inc. | 0.03% | 548 | $295K | Reduce -0.4% |
| SRE Sempra | 0.03% | 3,000 | $292K | No change |
| ISRG Intuitive Surgical Inc. | 0.03% | 631 | $291K | New |
| ORCL Oracle Corp. | 0.03% | 1,944 | $286K | Add +5.5% |
| GEV GE Vernova Inc. | 0.03% | 314 | $274K | No change |
| XLV SS Health Care Select Sector | 0.03% | 1,869 | $274K | Reduce -1.1% |
| PH Parker Hannifin Corp. | 0.03% | 302 | $270K | Reduce -1.0% |
| GS Goldman Sachs Group Inc. | 0.03% | 319 | $270K | New |
| VRT Vertiv Holdings Co. Class A | 0.03% | 1,073 | $269K | New |
| T AT&T Inc. | 0.03% | 9,155 | $265K | Reduce -0.9% |
| TEL Te Connectivity PLC | 0.03% | 1,250 | $261K | Reduce -0.5% |
| CMCSA Comcast Corp. Class A | 0.03% | 9,092 | $261K | Add +1.5% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 919 | $261K | Reduce -0.7% |
| CB Chubb Ltd. | 0.03% | 781 | $255K | Reduce -1.1% |
| HWC Hancock Whitney Corp. | 0.03% | 3,828 | $243K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 2,400 | $232K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 1,511 | $229K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.02% | 2,956 | $226K | No change |
| RY Royal Bank of Canada | 0.02% | 1,381 | $223K | New |
| HWM Howmet Aerospace Inc. | 0.02% | 955 | $220K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 5,888 | $216K | New |
| HAL Halliburton Co. | 0.02% | 5,411 | $211K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AXP American Express Co. | Reduce -1.3% | 5.17% | −1.04 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 7.40% | −0.74 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 2.99% | −0.18 |
| SNOW Snowflake Inc. | Reduce -26.8% | 0.07% | −0.07 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| SGOL Abrdn Physical Gold Shares | Sold out | 0.00% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.2% | 0.23% | −0.03 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.03 |
| TPG TPG Inc. | Sold out | 0.00% | −0.02 |
| GLD SPDR Gold Shares | Reduce -32.4% | 0.07% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -7.1% | 0.10% | −0.02 |
| TCOM Trip.com Group Ltd.-ADR | Sold out | 0.00% | −0.02 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.47% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -17.4% | 0.04% | −0.02 |
| HQY Healthequity Inc. | Reduce -22.1% | 0.05% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.12% | −0.01 |
| MCD McDonald's Corp. | Reduce -11.7% | 0.09% | −0.01 |
| XLK SS Technology Select Sector | Reduce -1.3% | 0.05% | −0.00 |
| TEL Te Connectivity PLC | Reduce -0.5% | 0.03% | −0.00 |
| GE General Electric | Reduce -0.7% | 0.03% | −0.00 |
| MVIS Microvision Inc. | Reduce -46.5% | 0.00% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -1.1% | 0.03% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -1.0% | 0.03% | +0.00 |
| CB Chubb Ltd. | Reduce -1.1% | 0.03% | +0.00 |
| EMR Emerson Electric Co. | Reduce -0.1% | 0.12% | +0.00 |
| NEM Newmont Corp. | Reduce -4.6% | 0.04% | +0.00 |
| CMI Cummins Inc. | Reduce -0.4% | 0.03% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -3.4% | 0.04% | +0.00 |
| FNV Franco-Nevada Corp. | Reduce -10.4% | 0.03% | +0.00 |
| T AT&T Inc. | Reduce -0.9% | 0.03% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.5% | 0.04% | +0.00 |
| PEP Pepsico Inc. | Reduce -4.2% | 0.08% | +0.01 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.20% | +0.01 |
| DE Deere & Co. | Reduce -1.3% | 0.06% | +0.01 |
| ETN Eaton Corp. PLC | Reduce -0.0% | 0.23% | +0.03 |
| RTX RTX Corp. | Reduce -3.0% | 3.04% | +0.15 |
| HSY The Hershey Co. | Reduce -9.3% | 2.38% | +0.15 |
Portfolio Buys Q4 2025 → Q1 2026
| ICSH iShares Ultra Short Duration | Add +16.1% | 6.30% | +1.04 |
| APD Air Products & Chemicals Inc. | Add +2.1% | 3.29% | +0.63 |
| NFLX Netflix Inc. | Add +23.6% | 2.59% | +0.61 |
| JNJ Johnson & Johnson | Add +0.4% | 1.77% | +0.32 |
| VYM Vanguard High DVD Yield ETF | Add +8.0% | 1.91% | +0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.2% | 10.05% | +0.24 |
| VGSH Vanguard Short-Term Treasury | Add +74.0% | 0.34% | +0.15 |
| CAT Caterpillar Inc. | Add +15.0% | 0.39% | +0.12 |
| PANW Palo Alto Networks Inc. | Add +20.1% | 1.68% | +0.12 |
| WMT Walmart Inc. | Add +4.5% | 0.47% | +0.08 |
| XOM Exxon Mobil Corp. | Add +7.3% | 0.18% | +0.07 |
| CVX Chevron Corp. | Add +19.2% | 0.12% | +0.05 |
| BP BP PLC-Spons ADR | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +7.6% | 0.19% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +57.9% | 0.11% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +110.6% | 0.06% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +49.4% | 0.08% | +0.03 |
| FCX Freeport-McMoran Inc. | Add +93.1% | 0.06% | +0.03 |
| MS Morgan Stanley | Add +85.3% | 0.08% | +0.03 |
| GSK GSK PLC-Spon ADR | New | 0.03% | +0.03 |
| ISRG Intuitive Surgical Inc. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | New | 0.03% | +0.03 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| RY Royal Bank of Canada | New | 0.02% | +0.02 |
| HWM Howmet Aerospace Inc. | New | 0.02% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.02% | +0.02 |
| HAL Halliburton Co. | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +29.3% | 0.13% | +0.02 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.9% | 0.10% | +0.02 |
| LYG Lloyds Banking Group PLC-ADR | New | 0.01% | +0.01 |
| HD Home Depot Inc. | Add +15.6% | 0.08% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.0% | 0.51% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.0% | 0.07% | +0.01 |
| ASG Liberty All-Star Growth FD | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +21.5% | 0.05% | +0.00 |
| PFE Pfizer Inc. | Add +0.1% | 0.03% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +1.4% | 0.03% | +0.00 |
| ABBV Abbvie Inc. | Add +4.4% | 0.03% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +2.6% | 0.04% | +0.00 |
| CMCSA Comcast Corp. Class A | Add +1.5% | 0.03% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.4% | 0.05% | −0.00 |
| PDSB PDS Biotechnology Corp. | Add +0.0% | 0.00% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.53% | −0.01 |
| ORCL Oracle Corp. | Add +5.5% | 0.03% | −0.01 |
| TSLA Tesla Inc. | Add +3.1% | 0.29% | −0.04 |
| NVDA Nvidia Corp. | Add +3.1% | 7.60% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +14.2% | 1.54% | −0.05 |
| UBER Uber Technologies Inc. | Add +5.8% | 3.65% | −0.15 |
| V Visa Inc. Class A | Add +3.0% | 2.30% | −0.21 |
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 |