Iron Gate Global Advisors LLC

Est. AUM

$946.7M

13F long equity, this entity only

Positions

105

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$95.1M	198544	10.05%	SOLE
2	AMAZON COM INC	COM	$83.5M	401053	8.82%	SOLE
3	NVIDIA CORPORATION	COM	$72.0M	412624	7.60%	SOLE
4	APPLE INC	COM	$71.0M	279620	7.50%	SOLE
5	ALPHABET INC	CAP STK CL C	$70.1M	244280	7.40%	SOLE
6	META PLATFORMS INC	CL A	$69.9M	122134	7.38%	SOLE
7	ISHARES TR	ULTRA SHORT DUR	$59.6M	1178093	6.30%	SOLE
8	AMERICAN EXPRESS CO	COM	$49.0M	161839	5.17%	SOLE
9	MICROSOFT CORP	COM	$45.5M	122966	4.81%	SOLE
10	UBER TECHNOLOGIES INC	COM	$34.5M	480068	3.65%	SOLE
11	AIR PRODUCTS AND CHEMICALS I	COM	$31.2M	107265	3.29%	SOLE
12	RTX CORPORATION	COM	$28.7M	149000	3.04%	SOLE
13	ALPHABET INC	CAP STK CL A	$28.3M	98403	2.99%	SOLE
14	NETFLIX INC.	COM	$24.5M	254824	2.59%	SOLE
15	HERSHEY CO	COM	$22.5M	108434	2.38%	SOLE
16	VISA INC	COM CL A	$21.7M	71931	2.30%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$18.1M	122013	1.91%	SOLE
18	JOHNSON & JOHNSON	COM	$16.7M	68372	1.77%	SOLE
19	PALO ALTO NETWORKS INC	COM	$15.9M	99354	1.68%	SOLE
20	PALANTIR TECHNOLOGIES INC	CL A	$14.6M	99945	1.54%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.0M	7718	0.53%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$4.9M	15185	0.51%	SOLE
23	WALMART INC	COM	$4.5M	36031	0.47%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$4.4M	7683	0.47%	SOLE
25	CATERPILLAR INC	COM	$3.6M	5145	0.39%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$3.3M	55775	0.34%	SOLE
27	TESLA INC	COM	$2.8M	7449	0.29%	SOLE
28	VANGUARD INDEX FDS	GROWTH ETF	$2.2M	5018	0.23%	SOLE
29	EATON CORP PLC	SHS	$2.2M	6061	0.23%	SOLE
30	PROCTER & GAMBLE CO	COM	$1.9M	12833	0.20%	SOLE
31	COSTCO WHOLESALE CORPORATION	COM	$1.8M	1827	0.19%	SOLE
32	EXXON MOBIL CORP	COM	$1.7M	10130	0.18%	SOLE
33	CATHAY GEN BANCORP	COM	$1.6M	31125	0.16%	SOLE
34	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.3M	3300	0.13%	SOLE
35	BROADCOM INC	COM	$1.2M	4008	0.13%	SOLE
36	VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	5278	0.12%	SOLE
37	MASTERCARD INCORPORATED	CL A	$1.1M	2279	0.12%	SOLE
38	CHEVRON CORPORATION	COM	$1.1M	5472	0.12%	SOLE
39	EMERSON ELEC CO	COM	$1.1M	8555	0.12%	SOLE
40	JPMORGAN CHASE & CO	COM	$1.0M	3555	0.11%	SOLE
41	MERCK & CO INC	COM	$971K	8070	0.10%	SOLE
42	ELI LILLY & CO	COM	$909K	988	0.10%	SOLE
43	PPG INDS INC	COM	$868K	8117	0.09%	SOLE
44	MCDONALDS CORP	COM	$807K	2596	0.09%	SOLE
45	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$789K	2336	0.08%	SOLE
46	PEPSICO INC	COM	$751K	4836	0.08%	SOLE
47	HOME DEPOT INC	COM	$746K	2267	0.08%	SOLE
48	CARRIER GLOBAL CORPORATION	COM	$744K	13211	0.08%	SOLE
49	MORGAN STANLEY	COM NEW	$722K	4387	0.08%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL A	$718K	1	0.08%	SOLE

1–50 of 105

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.