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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
+11.35%
1 Year Est. Return
+18.56%
3 Year Est. Return
+105.94%
5 Year Est. Return
+138.04%
10 Year Est. Return
–
AUM
$1.03B
AUM Growth
+$88.2M
Cap. Flow
+$9.97M
Cap. Flow %
0.96%
Top 10 Hldgs %
70.76%
Holding
115
New
10
Increased
30
Reduced
27
Closed
6

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$12M
2
MSFT icon
Microsoft
MSFT
+$9.74M
3
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$9.6M
4
META icon
Meta Platforms (Facebook)
META
+$6.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.3M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.03M
3
XOM icon
ExxonMobil
XOM
+$1.72M
4
AAPL icon
Apple
AAPL
+$694K
5
RTX icon
RTX Corp
RTX
+$551K

Sector Composition

Rank Sector Weight
1 Technology 29.55%
2 Financials 18.38%
3 Communication Services 17.13%
4 Miscellaneous 11.64%
5 Consumer Discretionary 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.44T
$3.15M 0.3%
7,481
+32
+0.4% +$12.7K
VGSH icon
27
Vanguard Short-Term Treasury ETF
VGSH
$34.6B
$2.84M 0.27%
48,882
-6,893
-12% -$402K
VUG icon
28
Vanguard Morningstar Growth ETF
VUG
$224B
$2.65M 0.26%
30,794
+686
+2% +$57.7K
ETN icon
29
Eaton
ETN
$159B
$2.58M 0.25%
6,061
– –
COST icon
30
Costco
COST
$400B
$2.45M 0.24%
2,618
+791
+43% +$788K
SMH icon
31
VanEck Semiconductor ETF
SMH
$68.2B
$2.16M 0.21%
3,300
– –
CATY icon
32
Cathay General Bancorp
CATY
$4.14B
$1.93M 0.19%
31,125
– –
PG icon
33
Procter & Gamble
PG
$332B
$1.88M 0.18%
12,833
– –
AVGO icon
34
Broadcom
AVGO
$1.72T
$1.52M 0.15%
4,028
+20
+0.5% +$8.02K
VBR icon
35
Vanguard Morningstar Small-Cap Value ETF
VBR
$36.5B
$1.28M 0.12%
5,262
-16
-0.3% -$3.72K
EMR icon
36
Emerson Electric
EMR
$82.8B
$1.22M 0.12%
8,555
– –
LLY icon
37
Eli Lilly
LLY
$1T
$1.19M 0.11%
989
+1
+0.1% +$1.02K
JPM icon
38
JPMorgan Chase
JPM
$940B
$1.18M 0.11%
3,617
+62
+2% +$19.3K
TSM icon
39
TSMC
TSM
$2.22T
$1.12M 0.11%
2,336
– –
MRK icon
40
Merck
MRK
$357B
$1.04M 0.1%
8,077
+7
+0.1% +$819
MA icon
41
Mastercard
MA
$495B
$1M 0.1%
1,951
-328
-14% -$164K
SNOW icon
42
Snowflake
SNOW
$116B
$996K 0.1%
3,914
-602
-13% -$111K
PPG icon
43
PPG Industries
PPG
$23.4B
$985K 0.1%
8,117
– –
CARR icon
44
Carrier Global
CARR
$46.7B
$969K 0.09%
13,211
– –
CVX icon
45
Chevron
CVX
$417B
$925K 0.09%
5,582
+110
+2% +$20.5K
MS icon
46
Morgan Stanley
MS
$334B
$917K 0.09%
4,387
– –
ASML icon
47
ASML
ASML
$648B
$800K 0.08%
402
+4
+1% +$6.37K
CRWD icon
48
CrowdStrike
CRWD
$214B
$781K 0.08%
4,096
-112
-3% -$15.9K
BRK.A icon
49
Berkshire Hathaway Class A
BRK.A
$1.09T
$749K 0.07%
1
– –
XLK icon
50
State Street Technology Select Sector SPDR ETF
XLK
$121B
$741K 0.07%
3,891
+205
+6% +$35K
1
2
3 4 5

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Iron Gate Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Iron Gate Global Advisors held 115 positions worth $1.03B, up 9.3% from $947M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Iron Gate Global Advisors's Q2 2026 filing shows 10 new, 30 increased, 27 reduced and 6 closed positions. Its largest new stake was Advanced Micro Devices: 796 shares worth $462K. The largest sale was Alphabet (Google) Class A, an estimated $28.3M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 27% a quarter earlier, followed by Financials and Communication Services.

  • Iron Gate Global Advisors's largest Q2 2026 buy was Advanced Micro Devices: 796 shares worth $462K.
  • Iron Gate Global Advisors added most to Home Depot in Q2 2026, an estimated $12M increase.
  • Iron Gate Global Advisors's biggest Q2 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.03M.
  • Iron Gate Global Advisors fully exited Alphabet (Google) Class A in Q2 2026, selling an estimated $28.3M.
  • Iron Gate Global Advisors's ten largest holdings make up 71% of its $1.03B portfolio in Q2 2026.
  • Iron Gate Global Advisors opened 10 new positions and closed 6 in Q2 2026.
  • Iron Gate Global Advisors's portfolio value rose 9.3% quarter-over-quarter to $1.03B.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.