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

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 $946.7M Q1 2026 Q2 2026: $1.0B Q2 2026

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
MUFG Mitsubishi Ufj Finl-Spon ADR 0.02% 10,285 $175K New
LYG Lloyds Banking Group PLC-ADR 0.01% 19,336 $97K New
ASG Liberty All-Star Growth FD 0.01% 10,056 $48K New
PDSB PDS Biotechnology Corp. 0.00% 75,022 $45K Add +0.0%
MVIS Microvision Inc. 0.00% 14,046 $9K Reduce -46.5%

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

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