AI Portfolio Summary
In 2025 Q4, Iron Gate Global Advisors LLC maintained a portfolio of 122 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 0.2%. Conversely, Iron Gate Global Advisors LLC completely exited their position in SPDR S&P 500 ETF TR.
Total Positions
122
Quarter
2025 Q4
Top Holding
BRK/B (9.8%)
Top 10 Concentration
71.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 122
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 9.81% | 9.78% |
#1
Prev: #1
|
6.4 | 353 | 0.2% |
P
S
|
190,510 | $95,759,944 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 9.10% | 8.70% |
#2
Prev: #2
|
5.6 | -2,395 | -0.6% |
P
S
|
384,948 | $88,854,626 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 8.15% | 6.70% |
#3
3
Prev: #6
|
4.8 | -15,764 | -5.9% |
P
S
|
253,587 | $79,575,808 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.76% | 8.58% |
#4
1
Prev: #3
|
4.1 | 93 | 0.1% |
P
S
|
114,755 | $75,749,320 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 7.74% | 7.84% |
#5
1
Prev: #4
|
4.1 | -23,129 | -7.7% |
P
S
|
277,868 | $75,541,651 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 7.65% | 7.78% |
#6
1
Prev: #5
|
3.6 | -8,355 | -2.0% |
P
S
|
400,371 | $74,669,408 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 6.21% | 6.29% |
#7
Prev: #7
|
3.0 | -21,027 | -11.4% |
P
S
|
164,011 | $60,676,537 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.71% | 6.13% |
#8
Prev: #8
|
2.8 | -645 | -0.6% |
P
S
|
115,242 | $55,733,730 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ICSH
ISHARES TR
|
ETF | 5.26% | 4.37% |
#9
1
Prev: #10
|
4.6 | 171,741 | 20.4% |
P
S
|
1,014,919 | $51,334,603 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 3.80% | 4.42% |
#10
1
Prev: #9
|
2.0 | 12,339 | 2.8% |
P
S
|
453,976 | $37,094,619 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.17% | 2.64% |
#11
1
Prev: #12
|
1.8 | -7,221 | -6.8% |
P
S
|
99,017 | $30,992,300 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 2.89% | 2.75% |
#12
1
Prev: #11
|
1.7 | -7,191 | -4.5% |
P
S
|
153,688 | $28,186,382 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APD
AIR PRODS & CHE...
|
Basic Materials | 2.66% | 1.70% |
#13
4
Prev: #17
|
4.1 | 43,925 | 71.9% |
P
S
|
105,054 | $25,950,826 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 2.51% | 2.46% |
#14
Prev: #14
|
1.5 | -576 | -0.8% |
P
S
|
69,839 | $24,493,353 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 2.23% | 2.33% |
#15
Prev: #15
|
1.4 | -2,317 | -1.9% |
P
S
|
119,482 | $21,743,307 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
NETFLIX INC
|
ETF | 1.98% | 2.57% |
#16
3
Prev: #13
|
3.8 | 185,120 | 878.5% |
P
S
|
206,192 | $19,332,568 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.66% | 1.47% |
#17
2
Prev: #19
|
2.7 | 10,957 | 10.7% |
P
S
|
112,933 | $16,208,184 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.59% | 1.67% |
#18
Prev: #18
|
1.1 | -2,438 | -2.7% |
P
S
|
87,531 | $15,558,845 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.56% | 1.75% |
#19
3
Prev: #16
|
1.1 | -1,296 | -1.5% |
P
S
|
82,717 | $15,236,681 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.44% | 1.29% |
#20
Prev: #20
|
1.1 | 29 | 0.0% |
P
S
|
68,110 | $14,095,285 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.54% | 0.54% |
#21
2
Prev: #23
|
0.7 | -238 | -3.0% |
P
S
|
7,668 | $5,229,286 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.51% | 0.49% |
#22
2
Prev: #24
|
0.7 | -20 | -0.1% |
P
S
|
14,748 | $4,944,464 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.49% | 0.45% |
#23
2
Prev: #25
|
0.7 | 367 | 5.0% |
P
S
|
7,748 | $4,759,383 | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.39% | 0.38% |
#24
2
Prev: #26
|
0.7 | -1,435 | -4.0% |
P
S
|
34,474 | $3,840,720 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.33% | 0.33% |
#25
2
Prev: #27
|
0.6 | 4 | 0.1% |
P
S
|
7,225 | $3,249,227 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
CALL
SPDR S&P 500 ET...
|
CALL Option | 0.00% | 0.73% |
Sold All 😨
(Was: #21) |
0.0 | -53,000 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
CALL
INVESCO QQQ TR
|
CALL Option | 0.00% | 0.61% |
Sold All 😨
(Was: #22) |
0.0 | -42,800 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMH
CALL
VANECK ETF TRUS...
|
CALL Option | 0.00% | 0.17% |
Sold All 😨
(Was: #33) |
0.0 | -21,100 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
CALL
NVIDIA CORPORAT...
|
CALL Option | 0.00% | 0.07% |
Sold All 😨
(Was: #53) |
0.0 | -7,900 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
CALL
META PLATFORMS ...
|
CALL Option | 0.00% | 0.03% |
Sold All 😨
(Was: #80) |
0.0 | -1,400 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CORT
CORCEPT THERAPE...
|
Healthcare | 0.00% | 0.03% |
Sold All 😨
(Was: #82) |
0.0 | -3,500 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
CALL
AMAZON COM INC
|
CALL Option | 0.00% | 0.03% |
Sold All 😨
(Was: #84) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRWV
COREWEAVE INC
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #94) |
0.0 | -1,731 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BA
BOEING CO
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #101) |
0.0 | -974 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GBCI
GLACIER BANCORP...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #102) |
0.0 | -4,287 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #103) |
0.0 | -1,380 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #104) |
0.0 | -2,221 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSK
FS KKR CAP CORP
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #106) |
0.0 | -12,431 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFLX
CALL
NETFLIX INC
|
CALL Option | 0.00% | 0.02% |
Sold All 😨
(Was: #107) |
0.0 | -400 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PL
PLANET LABS PBC
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #108) |
0.0 | -10,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GAMB
GAMBLING COM GR...
|
Consumer Cyclical | 0.00% | 0.01% |
Sold All 😨
(Was: #109) |
0.0 | -10,250 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
CALL
PALANTIR TECHNO...
|
CALL Option | 0.00% | 0.01% |
Sold All 😨
(Was: #111) |
0.0 | -600 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
CALL
APPLE INC
|
CALL Option | 0.00% | 0.01% |
Sold All 😨
(Was: #112) |
0.0 | -2,400 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
CALL
TESLA INC
|
CALL Option | 0.00% | 0.00% |
Sold All 😨
(Was: #113) |
0.0 | -200 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
CALL
COSTCO WHSL COR...
|
CALL Option | 0.00% | 0.00% |
Sold All 😨
(Was: #114) |
0.0 | -100 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FCX
CALL
FREEPORT-MCMORA...
|
CALL Option | 0.00% | 0.00% |
Sold All 😨
(Was: #115) |
0.0 | -500 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
PUT
VANGUARD INDEX ...
|
PUT Option | 0.00% | 0.00% |
Sold All 😨
(Was: #116) |
0.0 | -800 | -100.0% |
CLOSED
|
— | $— | 2017 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 122 holdings