Iron Gate Global Advisors LLC

CIK: 0001131181Latest portfolio: $976.6M · Q4 2025

Holdings

100

Total Value

$976.6M

New Positions

6

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
BRK/BBERKSHIRE HATHAWAY INC DEL
190,510$95.8M9.81%+353
2
AMZNAMAZON COM INC
384,948$88.9M9.10%NEW
3
GOOGALPHABET INC
253,587$79.6M8.15%-15,764
4
METAMETA PLATFORMS INC
114,755$75.7M7.76%NEW
5
AAPLAPPLE INC
277,868$75.5M7.73%NEW
6
NVDANVIDIA CORPORATION
400,371$74.7M7.65%NEW
7
AXPAMERICAN EXPRESS CO
164,011$60.7M6.21%-21,027
8
MSFTMICROSOFT CORP
115,242$55.7M5.71%-645
9
ICSHISHARES TR
1,014,919$51.3M5.26%+172K
10
UBERUBER TECHNOLOGIES INC
453,976$37.1M3.80%+12K
11
GOOGLALPHABET INC
99,017$31.0M3.17%-7,221
12
RTXRTX CORPORATION
153,688$28.2M2.89%-7,191
13
APDAIR PRODS & CHEMS INC
105,054$25.9M2.66%+44K
14
VVISA INC
69,839$24.5M2.51%-576
15
HSYHERSHEY CO
119,482$21.7M2.23%-2,317
16
NFLXNETFLIX INC
206,192$19.3M1.98%NEW
17
VYMVANGUARD WHITEHALL FDS
112,933$16.2M1.66%+11K
18
PLTRPALANTIR TECHNOLOGIES INC
87,531$15.6M1.59%NEW
19
PANWPALO ALTO NETWORKS INC
82,717$15.2M1.56%-1,296
20
JNJJOHNSON & JOHNSON
68,110$14.1M1.44%+29
21
SPYSPDR S&P 500 ETF TR
7,668$5.2M0.54%NEW
22
VTIVANGUARD INDEX FDS
14,748$4.9M0.51%-20
23
NDQINVESCO QQQ TR
7,748$4.8M0.49%NEW
24
WMTWALMART INC
34,474$3.8M0.39%-1,435
25
TSLATESLA INC
7,225$3.2M0.33%NEW

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
UBER454K+12K
VYM113K+11K
VGSH32K+9K
XLU10K+5K
XLK4K+2K
XLY3K+2K
VUG5K+720
XOM9K+483
CMCSA9K+395
BRK/B191K+353

Decreased Positions

NameSharesChange
AXP164K-21027
GOOG254K-15764
RTX154K-7191
AVGO3K-3843
HSY119K-2317
HQY7K-2097
PFE11K-1597
WMT34K-1435
PANW83K-1296
SGOL8K-1188

Sector Breakdown

Financial Services0.0% ($6.067651334244932e+96T)
Technology0.0% ($7.554174669557333e+51T)
Industrials0.0% ($2.818625621931114e+28T)
Communication Services0.0% ($79575757493099216896.0T)
Unknown0.0% ($957594759850754432.0T)
Healthcare0.0% ($14095114284163632.0T)
Consumer Defensive0.0% ($21743384018421.5T)
Consumer Cyclical0.0% ($888543249.9T)
Basic Materials0.0% ($25950831.3T)
Energy0.0% ($1.1B)
Utilities0.0% ($264.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$976.6M100
Q3 2025Nov 14, 2025$979.1B116
Q2 2025Aug 14, 2025$897.3B83
Q1 2025May 15, 2025$621.7B77
Q4 2024Feb 13, 2025$708.9B87
Q3 2024Nov 14, 2024$647.0T90
Q2 2024Aug 14, 2024$606.3T99
Q1 2024May 15, 2024$562.4T99
Q4 2023Feb 13, 2024$505.8T102
Q3 2023Nov 13, 2023$444.6T93
Q2 2023Aug 10, 2023$462.5T92
Q1 2023May 15, 2023$405.7T88
Q4 2022Feb 8, 2023$365.7T98
Q3 2022Nov 14, 2022$357.2B92
Q2 2022Aug 15, 2022$362.8B88
Q1 2022May 11, 2022$437.6B101
Q4 2021Feb 14, 2022$426.2B117
Q3 2021Nov 16, 2021$568.1B113
Q2 2021Aug 17, 2021$355.6B111
Q1 2021May 18, 2021$313.5B94
Q4 2020Feb 17, 2021$271.1B92
Q3 2020Nov 16, 2020$214.7B90
Q2 2020Aug 17, 2020$206.1B87
Q1 2020May 15, 2020$147.2B57
Q4 2019Feb 14, 2020$175.1B68
Q3 2019Nov 15, 2019$165.0B70
Q2 2019Aug 20, 2019$150.4B81
Q1 2019May 16, 2019$249.7B69
Q4 2018Feb 19, 2019$119.0B78
Q3 2018Nov 16, 2018$153.5B238
Q2 2018Aug 16, 2018$136.5B234
Q1 2018May 15, 2018$131.7B69
Q4 2017Feb 16, 2018$118.1B53
Q3 2017Nov 15, 2017$121.9B51
Q2 2017Aug 16, 2017$90.6B41

Fund Information

CIK0001131181
Most Recent FilingFeb 17, 2026
Number of Filings35

Iron Gate Global Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $976.6M across 100 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 9.8% of the portfolio. Compared to the previous quarter, the fund opened 19 new positions and closed 22 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.