2026 Q1 Portfolio Activity
In 2026 Q1, Iron Gate Global Advisors LLC maintained a portfolio of 112 distinct positions. The most significant new addition was BP PLC, now representing 0.04% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 16.1%.
Position History
hover any row below to update
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Total Positions
112
Quarter
2026 Q1
Top Holding
BRK/B (10.1%)
Top 10 Concentration
68.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 112
Iron Gate Global Advisors LLC Full Holdings List — 2026 Q1
| 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 | 10.05% | 9.81% |
#1
Prev: #1
|
6.5 |
—
|
8,034 | 4.2% |
P
S
|
198,544 | $95,142,373 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 8.82% | 9.10% |
#2
Prev: #2
|
5.5 |
—
|
16,105 | 4.2% |
P
S
|
401,053 | $83,543,330 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 7.60% | 7.65% |
#3
3
Prev: #6
|
4.5 |
—
|
12,253 | 3.1% |
P
S
|
412,624 | $71,980,210 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 7.50% | 7.74% |
#4
1
Prev: #5
|
4.0 |
—
|
1,752 | 0.6% |
P
S
|
279,620 | $70,964,640 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 7.40% | 8.15% |
#5
2
Prev: #3
|
4.0 |
—
|
-9,307 | -3.7% |
P
S
|
244,280 | $70,083,847 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 7.38% | 7.76% |
#6
2
Prev: #4
|
5.0 |
—
|
7,379 | 6.4% |
P
S
|
122,134 | $69,876,712 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ICSH
ISHARES TR
|
ETF | 6.30% | 5.26% |
#7
2
Prev: #9
|
4.5 |
—
|
163,174 | 16.1% |
P
S
|
1,178,093 | $59,635,057 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 5.17% | 6.21% |
#8
1
Prev: #7
|
2.6 |
—
|
-2,172 | -1.3% |
P
S
|
161,839 | $48,953,113 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.81% | 5.71% |
#9
1
Prev: #8
|
3.9 |
—
|
7,724 | 6.7% |
P
S
|
122,966 | $45,518,489 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 3.65% | 3.80% |
#10
Prev: #10
|
3.5 |
—
|
26,092 | 5.7% |
P
S
|
480,068 | $34,531,291 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APD
AIR PRODUCTS AN...
|
Basic Materials | 3.29% | 2.66% |
#11
2
Prev: #13
|
1.8 |
—
|
2,211 | 2.1% |
P
S
|
107,265 | $31,159,291 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RTX
RTX CORPORATION
|
Industrials | 3.04% | 2.89% |
#12
Prev: #12
|
1.7 |
—
|
-4,688 | -3.1% |
P
S
|
149,000 | $28,742,111 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 2.99% | 3.17% |
#13
2
Prev: #11
|
1.7 |
—
|
-614 | -0.6% |
P
S
|
98,403 | $28,296,735 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 2.59% | 1.98% |
#14
2
Prev: #16
|
3.5 |
—
|
48,632 | 23.6% |
P
S
|
254,824 | $24,493,693 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 2.38% | 2.23% |
#15
Prev: #15
|
1.5 |
—
|
-11,048 | -9.2% |
P
S
|
108,434 | $22,542,270 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
V
VISA INC
|
Financial Services | 2.30% | 2.51% |
#16
2
Prev: #14
|
1.4 |
—
|
2,092 | 3.0% |
P
S
|
71,931 | $21,740,279 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.91% | 1.66% |
#17
Prev: #17
|
2.8 |
—
|
9,080 | 8.0% |
P
S
|
122,013 | $18,070,053 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.77% | 1.44% |
#18
2
Prev: #20
|
1.2 |
—
|
262 | 0.4% |
P
S
|
68,372 | $16,712,758 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.68% | 1.56% |
#19
Prev: #19
|
3.2 |
—
|
16,637 | 20.1% |
P
S
|
99,354 | $15,928,433 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.54% | 1.59% |
#20
2
Prev: #18
|
2.6 |
—
|
12,414 | 14.2% |
P
S
|
99,945 | $14,619,955 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.53% | 0.54% |
#21
Prev: #21
|
0.7 |
—
|
50 | 0.7% |
P
S
|
7,718 | $5,019,184 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.51% | 0.51% |
#22
Prev: #22
|
0.7 |
—
|
437 | 3.0% |
P
S
|
15,185 | $4,871,622 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.47% | 0.39% |
#23
1
Prev: #24
|
0.7 |
—
|
1,557 | 4.5% |
P
S
|
36,031 | $4,477,567 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.47% | 0.49% |
#24
1
Prev: #23
|
0.7 |
—
|
-65 | -0.8% |
P
S
|
7,683 | $4,435,546 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.39% | 0.26% |
#25
1
Prev: #26
|
2.2 |
—
|
671 | 15.0% |
P
S
|
5,145 | $3,644,844 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.34% | 0.19% |
#26
3
Prev: #29
|
3.1 |
—
|
23,730 | 74.1% |
P
S
|
55,775 | $3,265,040 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.29% | 0.33% |
#27
2
Prev: #25
|
0.6 |
—
|
224 | 3.1% |
P
S
|
7,449 | $2,767,750 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.23% | 0.26% |
#28
1
Prev: #27
|
0.6 |
—
|
-219 | -4.2% |
P
S
|
5,018 | $2,191,637 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.23% | 0.20% |
#29
1
Prev: #28
|
0.6 |
—
|
-2 | -0.0% |
P
S
|
6,061 | $2,167,838 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.20% | 0.19% |
#30
Prev: #30
|
0.6 |
—
|
-26 | -0.2% |
P
S
|
12,833 | $1,853,527 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.19% | 0.15% |
#31
1
Prev: #32
|
2.1 |
—
|
129 | 7.6% |
P
S
|
1,827 | $1,820,734 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.18% | 0.12% |
#32
6
Prev: #38
|
2.1 |
—
|
694 | 7.4% |
P
S
|
10,130 | $1,718,656 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CATY
CATHAY GEN BANC...
|
Financial Services | 0.16% | 0.15% |
#33
2
Prev: #31
|
1.1 |
—
|
no change | no change |
P
S
|
31,125 | $1,551,893 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.13% | 0.12% |
#34
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
3,300 | $1,265,220 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.13% | 0.11% |
#35
5
Prev: #40
|
2.6 |
—
|
908 | 29.3% |
P
S
|
4,008 | $1,241,117 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.12% | 0.11% |
#36
3
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
5,278 | $1,146,644 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.12% | 0.13% |
#37
3
Prev: #34
|
0.5 |
—
|
-20 | -0.9% |
P
S
|
2,279 | $1,138,792 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.12% | 0.07% |
#38
11
Prev: #49
|
2.0 |
—
|
882 | 19.2% |
P
S
|
5,472 | $1,132,157 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.12% | 0.12% |
#39
2
Prev: #37
|
0.5 |
—
|
-4 | -0.0% |
P
S
|
8,555 | $1,120,876 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.11% | 0.07% |
#40
7
Prev: #47
|
3.0 |
—
|
1,303 | 57.9% |
P
S
|
3,555 | $1,045,739 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.10% | 0.09% |
#41
2
Prev: #43
|
0.5 |
—
|
73 | 0.9% |
P
S
|
8,070 | $970,735 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.10% | 0.12% |
#42
6
Prev: #36
|
0.5 |
—
|
-75 | -7.1% |
P
S
|
988 | $909,190 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PPG
PPG INDS INC
|
Basic Materials | 0.09% | 0.09% |
#43
1
Prev: #44
|
1.0 |
—
|
no change | no change |
P
S
|
8,117 | $867,545 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.09% | 0.09% |
#44
3
Prev: #41
|
0.5 |
—
|
-344 | -11.7% |
P
S
|
2,596 | $806,718 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.08% | 0.05% |
#45
13
Prev: #58
|
2.5 |
—
|
772 | 49.4% |
P
S
|
2,336 | $789,451 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.08% | 0.07% |
#46
2
Prev: #48
|
0.5 |
—
|
-214 | -4.2% |
P
S
|
4,836 | $751,030 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.08% | 0.07% |
#47
4
Prev: #51
|
2.0 |
—
|
306 | 15.6% |
P
S
|
2,267 | $745,653 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CARR
CARRIER GLOBAL ...
|
Industrials | 0.08% | 0.07% |
#48
2
Prev: #50
|
1.0 |
—
|
no change | no change |
P
S
|
13,211 | $743,911 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.08% | 0.04% |
#49
14
Prev: #63
|
3.0 |
—
|
2,020 | 85.3% |
P
S
|
4,387 | $721,969 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.08% | 0.08% |
#50
4
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
1 | $718,140 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 112 holdings