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The Analysis of Iron Gate Global Advisors LLC's Holdings & P&L

Currently, Iron Gate Global Advisors LLC holds 105 types of securities in its portfolio with a total value $946.7M. In the most recent quarter, they have increased their positions in ICSH (+163.2K shares, valued at $8.3M), NFLX (+48.6K shares, valued at $4.7M), META (+7.4K shares, valued at $4.2M); decreased their positions in N/A (-9.3K shares, valued at $2.7M), HSY (-11.0K shares, valued at $2.3M), RTX (-4.7K shares, valued at $904.3K); initiated new positions in BP (+8.9K shares, valued at $418.7K), N/A (+5.4K shares, valued at $299.6K), ISRG (+631 shares, valued at $290.9K).

1M P&L

+21.0M+2.76%

3M P&L

+29.6M+3.93%

HY P&L

+21.0M+2.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A90.5M

11.9%

2Internet Retail88.9M

11.7%

3Software - Infrastructure87.5M

11.5%

Top Industries by Stock Count

1N/A22 stocks

24.7%

2Drug Manufacturers - General5 stocks

5.6%

3Software - Infrastructure5 stocks

5.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL198.5K shares4.22%2026-03-312026-05-15

AMZN AMAZON COM INC401.1K shares4.18%2026-03-312026-05-15

NVDA NVIDIA CORPORATION412.6K shares3.06%2026-03-312026-05-15

AAPL APPLE INC279.6K shares0.63%2026-03-312026-05-15

ALPHABET INC ALPHABET INC244.3K shares-3.67%2026-03-312026-05-15

META META PLATFORMS INC122.1K shares6.43%2026-03-312026-05-15

ICSH ISHARES TR1.2M shares16.08%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO161.8K shares-1.32%2026-03-312026-05-15

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MSFT MICROSOFT CORP123.0K shares6.70%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC480.1K shares5.75%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I107.3K shares2.10%2026-03-312026-05-15

RTX RTX CORPORATION149.0K shares-3.05%2026-03-312026-05-15

ALPHABET INC ALPHABET INC98.4K shares-0.62%2026-03-312026-05-15

NFLX NETFLIX INC.254.8K shares23.59%2026-03-312026-05-15

HSY HERSHEY CO108.4K shares-9.25%2026-03-312026-05-15

V VISA INC71.9K shares3.00%2026-03-312026-05-15

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VYM VANGUARD WHITEHALL FDS122.0K shares8.04%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON68.4K shares0.38%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC99.4K shares20.11%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC99.9K shares14.18%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T7.7K shares0.65%2026-03-312026-05-15

VTI VANGUARD INDEX FDS15.2K shares2.96%2026-03-312026-05-15

WMT WALMART INC36.0K shares4.52%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR7.7K shares-0.84%2026-03-312026-05-15

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CAT CATERPILLAR INC5.1K shares15.00%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS55.8K shares74.05%2026-03-312026-05-15

TSLA TESLA INC7.4K shares3.10%2026-03-312026-05-15

VUG VANGUARD INDEX FDS5.0K shares-4.18%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC6.1K shares-0.03%2026-03-312026-05-15

PG PROCTER & GAMBLE CO12.8K shares-0.20%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.8K shares7.60%2026-03-312026-05-15

XOM EXXON MOBIL CORP10.1K shares7.35%2026-03-312026-05-15

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CATY CATHAY GEN BANCORP31.1K shares0.00%2026-03-312026-05-15

SMH VANECK ETF TRUST3.3K shares0.00%2026-03-312026-05-15

BROADCOM INC BROADCOM INC4.0K shares29.29%2026-03-312026-05-15

VBR VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED2.3K shares-0.87%2026-03-312026-05-15

CVX CHEVRON CORPORATION5.5K shares19.22%2026-03-312026-05-15

EMR EMERSON ELEC CO8.6K shares-0.05%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO3.6K shares57.86%2026-03-312026-05-15

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MERCK & CO INC MERCK & CO INC8.1K shares0.91%2026-03-312026-05-15

LLY ELI LILLY & CO988 shares-7.06%2026-03-312026-05-15

PPG PPG INDS INC8.1K shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP2.6K shares-11.70%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.3K shares49.36%2026-03-312026-05-15

PEP PEPSICO INC4.8K shares-4.24%2026-03-312026-05-15

HD HOME DEPOT INC2.3K shares15.60%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION13.2K shares0.00%2026-03-312026-05-15

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MS MORGAN STANLEY4.4K shares85.34%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-15

SNOW SNOWFLAKE INC4.5K shares-26.84%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS8.3K shares5.99%2026-03-312026-05-15

GLD SPDR GOLD TR1.5K shares-32.37%2026-03-312026-05-15

DE DEERE & CO1.0K shares-1.25%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC9.5K shares93.14%2026-03-312026-05-15

ASML ASML HLDG NV398 shares110.58%2026-03-312026-05-15

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OTIS OTIS WORLDWIDE CORP6.6K shares0.00%2026-03-312026-05-15

ANGX ANGEL STUDIOS INC163.9K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR3.7K shares-1.34%2026-03-312026-05-15

BAC BANK AMERICA CORP9.3K shares21.46%2026-03-312026-05-15

HQY HEALTHEQUITY INC5.4K shares-22.10%2026-03-312026-05-15

ALL ALLSTATE CORP2.2K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS719 shares1.41%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR9.3K shares-3.40%2026-03-312026-05-15

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BP BP PLC8.9K sharesnew addition2026-03-312026-05-15

IVV ISHARES TR632 shares2.60%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC1.1K shares-17.43%2026-03-312026-05-15

SDY SPDR SERIES TRUST2.7K shares0.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR3.3K shares0.00%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO5.8K shares-0.54%2026-03-312026-05-15

YUM YUM BRANDS INC2.2K shares0.00%2026-03-312026-05-15

NEM NEWMONT CORP3.1K shares-4.64%2026-03-312026-05-15

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ABBV ABBVIE INC1.5K shares4.41%2026-03-312026-05-15

RSG REPUBLIC SVCS INC1.5K shares0.00%2026-03-312026-05-15

FNV FRANCO NEV CORP1.3K shares-10.44%2026-03-312026-05-15

PFE PFIZER INC11.1K shares0.10%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS3.7K shares1.37%2026-03-312026-05-15

GSK PLC GSK PLC5.4K sharesnew addition2026-03-312026-05-15

CMI CUMMINS INC548 shares-0.36%2026-03-312026-05-15

SRE SEMPRA3.0K shares0.00%2026-03-312026-05-15

Sponsored

ISRG INTUITIVE SURGICAL INC631 sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP1.9K shares5.54%2026-03-312026-05-15

GEV GE VERNOVA INC314 shares0.00%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR1.9K shares-1.06%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP302 shares-0.98%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC319 sharesnew addition2026-03-312026-05-15

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-15

T AT&T INC9.2K shares-0.90%2026-03-312026-05-15

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.3K shares-0.48%2026-03-312026-05-15

CMCSA COMCAST CORP NEW9.1K shares1.52%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE919 shares-0.65%2026-03-312026-05-15

CB CHUBB LTD SWITZ781 shares-1.14%2026-03-312026-05-15

HWC HANCOCK WHITNEY CORPORATION3.8K shares0.00%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP2.4K shares0.00%2026-03-312026-05-15

DVY ISHARES TR1.5K shares0.00%2026-03-312026-05-15

SPYM SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-05-15

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RY ROYAL BK CDA1.4K sharesnew addition2026-03-312026-05-15

HWM HOWMET AEROSPACE INC955 sharesnew addition2026-03-312026-05-15

NVO NOVO-NORDISK A S5.9K sharesnew addition2026-03-312026-05-15

HAL HALLIBURTON CO5.4K sharesnew addition2026-03-312026-05-15

MUFG MITSUBISHI UFJ FINANCIAL GRO10.3K sharesnew addition2026-03-312026-05-15

LYG LLOYDS BANKING GROUP PLC19.3K sharesnew addition2026-03-312026-05-15

ASG LIBERTY ALL-STAR GROWTH FD I10.1K sharesnew addition2026-03-312026-05-15

PDSB PDS BIOTECHNOLOGY CORP75.0K shares0.01%2026-03-312026-05-15

Sponsored

MVIS MICROVISION INC DEL14.0K shares-46.45%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL

4.22%

Shares198.5K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.18%

Shares401.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

3.06%

Shares412.6K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.63%

Shares279.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-3.67%

Shares244.3K

Event2026-03-31

Filed2026-05-15