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Iron Gate Global Advisors LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,034,842,538
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $100,519,437
- AMAZON COM INC · COM · 023135106 · shares: $95,806,245
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $83,313,269
- NVIDIA CORPORATION · COM · 67066G104 · shares: $83,115,664
- APPLE INC · COM · 037833100 · shares: $80,208,296
- META PLATFORMS INC · CL A · 30303M102 · shares: $74,824,940
- ISHARES TR · ULTRA SHORT DUR · 46434V878 · shares: $69,200,835
- AMERICAN EXPRESS CO · COM · 025816109 · shares: $55,398,273
- MICROSOFT CORP · COM · 594918104 · shares: $54,848,990
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares: $34,986,343
Reported holdings
109 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 200,882 shares | $100,519,437 |
| AMAZON COM INC | COM | 023135106 | — | 401,973 shares | $95,806,245 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 235,795 shares | $83,313,269 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 415,391 shares | $83,115,664 |
| APPLE INC | COM | 037833100 | — | 277,192 shares | $80,208,296 |
| META PLATFORMS INC | CL A | 30303M102 | — | 132,836 shares | $74,824,940 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 1,368,146 shares | $69,200,835 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 163,779 shares | $55,398,273 |
| MICROSOFT CORP | COM | 594918104 | — | 147,040 shares | $54,848,990 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 484,844 shares | $34,986,343 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 99,117 shares | $33,800,909 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 106,414 shares | $31,198,339 |
| RTX CORPORATION | COM | 75513E101 | — | 145,998 shares | $27,700,115 |
| VISA INC | COM CL A | 92826C839 | — | 74,346 shares | $25,507,370 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 125,484 shares | $19,830,215 |
| HERSHEY CO | COM | 427866108 | — | 111,568 shares | $19,574,627 |
| NETFLIX INC. | COM | 64110L106 | — | 259,047 shares | $18,495,956 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 68,370 shares | $17,363,831 |
| HOME DEPOT INC | COM | 437076102 | — | 39,285 shares | $13,854,870 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 103,982 shares | $12,131,611 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 7,824 shares | $5,842,708 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 7,753 shares | $5,708,972 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 14,981 shares | $5,543,671 |
| CATERPILLAR INC | COM | 149123101 | — | 5,143 shares | $5,476,506 |
| WALMART INC | COM | 931142103 | — | 34,927 shares | $3,955,866 |
| TESLA INC | COM | 88160R101 | — | 7,481 shares | $3,146,509 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 48,882 shares | $2,844,942 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 30,794 shares | $2,652,569 |
| EATON CORP PLC | SHS | G29183103 | — | 6,061 shares | $2,582,713 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 2,618 shares | $2,448,737 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 3,300 shares | $2,164,437 |
| CATHAY GEN BANCORP | COM | 149150104 | — | 31,125 shares | $1,929,439 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 12,833 shares | $1,881,759 |
| BROADCOM INC | COM | 11135F101 | — | 4,028 shares | $1,521,577 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | — | 5,262 shares | $1,278,612 |
| EMERSON ELEC CO | COM | 291011104 | — | 8,555 shares | $1,224,648 |
| ELI LILLY & CO | COM | 532457108 | — | 989 shares | $1,185,658 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 3,617 shares | $1,183,953 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 2,336 shares | $1,115,604 |
| MERCK & CO INC | COM | 58933Y105 | — | 8,077 shares | $1,037,935 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,951 shares | $1,001,841 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 3,914 shares | $996,113 |
| PPG INDS INC | COM | 693506107 | — | 8,117 shares | $984,511 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 13,211 shares | $969,027 |
| CHEVRON CORPORATION | COM | 166764100 | — | 5,582 shares | $925,288 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 4,387 shares | $917,058 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 402 shares | $799,755 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,024 shares | $781,455 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $748,850 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 3,891 shares | $741,313 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 8,343 shares | $659,381 |
| DEERE & CO | COM | 244199105 | — | 1,030 shares | $653,360 |
| ANGEL STUDIOS INC. | CL A COM | 034948109 | — | 163,926 shares | $601,608 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 9,514 shares | $598,335 |
| MCDONALDS CORP | COM | 580135101 | — | 2,140 shares | $578,463 |
| PEPSICO INC | COM | 713448108 | — | 4,121 shares | $558,004 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 796 shares | $547,032 |
| BANK OF AMER CORP | COM | 060505104 | — | 9,325 shares | $531,339 |
| ALLSTATE CORP | COM | 020002101 | — | 2,180 shares | $518,709 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 6,630 shares | $474,708 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 796 shares | $462,404 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 564 shares | $422,374 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,128 shares | $415,533 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 2,678 shares | $407,538 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 4,358 shares | $393,615 |
| CUMMINS INC | COM | 231021106 | — | 548 shares | $391,173 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 8,603 shares | $390,042 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 3,250 shares | $381,160 |
| ABBVIE INC | COM | 00287Y109 | — | 1,488 shares | $374,440 |
| YUM BRANDS INC | COM | 988498101 | — | 2,192 shares | $350,354 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,043 shares | $349,217 |
| GE AEROSPACE | COM NEW | 369604301 | — | 901 shares | $336,731 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 5,760 shares | $331,891 |
| BP PLC | SPONSORED ADR | 055622104 | — | 8,909 shares | $329,188 |
| GE VERNOVA INC | COM | 36828A101 | — | 275 shares | $323,087 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 319 shares | $322,627 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 3,792 shares | $313,409 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 1,462 shares | $311,523 |
| CORCEPT THERAPEUTICS INC | COM | 218352102 | — | 3,500 shares | $304,325 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 1,869 shares | $296,536 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 302 shares | $295,392 |
| HANCOCK WHITNEY CORPORATION | COM | 410120109 | — | 3,828 shares | $286,028 |
| NEWMONT CORP | COM | 651639106 | — | 3,062 shares | $285,991 |
| ROYAL BK CDA | COM | 780087102 | — | 1,381 shares | $285,826 |
| ORACLE CORP | COM | 68389X105 | — | 1,944 shares | $284,845 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 5,429 shares | $284,588 |
| SEMPRA | COM | 816851109 | — | 3,000 shares | $278,130 |
| PFIZER INC | COM | 717081103 | — | 11,146 shares | $268,385 |
| FRANCO NEV CORP | COM | 351858105 | — | 1,287 shares | $268,262 |
| CHUBB LIMITED | COM | H1467J104 | — | 781 shares | $266,118 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 2,400 shares | $263,448 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 2,750 shares | $261,718 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 2,956 shares | $259,773 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 955 shares | $256,761 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 1,250 shares | $252,013 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 631 shares | $250,936 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 | — | 3,209 shares | $249,885 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 5,818 shares | $248,312 |
| DIREXION SHARES ETF TRUST | DA 500 BU 3X ETF | 25459W862 | — | 886 shares | $239,814 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 1,511 shares | $236,091 |