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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
-5.79%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$947M
AUM Growth
-$30M
Cap. Flow
+$37.4M
Cap. Flow %
3.95%
Top 10 Hldgs %
68.69%
Holding
112
New
12
Increased
42
Reduced
32
Closed
7

Top Buys

Rank Stock Value
1
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$8.26M
2
META icon
Meta Platforms (Facebook)
META
+$4.73M
3
NFLX icon
Netflix
NFLX
+$4.29M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.55M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.92M
2
HSY icon
Hershey
HSY
+$2.33M
3
RTX icon
RTX Corp
RTX
+$932K
4
AXP icon
American Express
AXP
+$728K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$372K

Sector Composition

Rank Sector Weight
1 Technology 27.23%
2 Communication Services 20.47%
3 Financials 18.29%
4 Consumer Discretionary 9.32%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
26
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$3.27M 0.34%
55,775
+23,730
+74% +$1.39M
TSLA icon
27
Tesla
TSLA
$1.24T
$2.77M 0.29%
7,449
+224
+3% +$92.3K
VUG icon
28
Vanguard Growth ETF
VUG
$216B
$2.19M 0.23%
30,108
-1,314
-4% -$102K
ETN icon
29
Eaton
ETN
$157B
$2.17M 0.23%
6,061
-2
-0% -$712
PG icon
30
Procter & Gamble
PG
$343B
$1.85M 0.2%
12,833
-26
-0.2% -$3.94K
COST icon
31
Costco
COST
$415B
$1.82M 0.19%
1,827
+129
+8% +$126K
XOM icon
32
ExxonMobil
XOM
$651B
$1.72M 0.18%
10,130
+694
+7% +$101K
CATY icon
33
Cathay General Bancorp
CATY
$4.2B
$1.55M 0.16%
31,125
– –
SMH icon
34
VanEck Semiconductor ETF
SMH
$67.6B
$1.27M 0.13%
3,300
– –
AVGO icon
35
Broadcom
AVGO
$1.82T
$1.24M 0.13%
4,008
+908
+29% +$299K
VBR icon
36
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.15M 0.12%
5,278
– –
MA icon
37
Mastercard
MA
$477B
$1.14M 0.12%
2,279
-20
-0.9% -$10.5K
CVX icon
38
Chevron
CVX
$388B
$1.13M 0.12%
5,472
+882
+19% +$161K
EMR icon
39
Emerson Electric
EMR
$82.9B
$1.12M 0.12%
8,555
-4
-0% -$575
JPM icon
40
JPMorgan Chase
JPM
$939B
$1.05M 0.11%
3,555
+1,303
+58% +$395K
MRK icon
41
Merck
MRK
$324B
$971K 0.1%
8,070
+73
+0.9% +$8.43K
LLY icon
42
Eli Lilly
LLY
$1.07T
$909K 0.1%
988
-75
-7% -$76K
PPG icon
43
PPG Industries
PPG
$25.9B
$868K 0.09%
8,117
– –
MCD icon
44
McDonald's
MCD
$188B
$807K 0.09%
2,596
-344
-12% -$110K
TSM icon
45
TSMC
TSM
$2.09T
$789K 0.08%
2,336
+772
+49% +$266K
PEP icon
46
PepsiCo
PEP
$186B
$751K 0.08%
4,836
-214
-4% -$33.3K
HD icon
47
Home Depot
HD
$332B
$746K 0.08%
2,267
+306
+16% +$112K
CARR icon
48
Carrier Global
CARR
$57.2B
$744K 0.08%
13,211
– –
MS icon
49
Morgan Stanley
MS
$337B
$722K 0.08%
4,387
+2,020
+85% +$350K
BRK.A icon
50
Berkshire Hathaway Class A
BRK.A
$1.07T
$718K 0.08%
1
– –
1
2
3 4 5

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Iron Gate Global Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Iron Gate Global Advisors held 112 positions worth $947M, down 3.1% from $977M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Iron Gate Global Advisors deployed $37.4M of net new capital in Q1 2026, opening 12 new positions and adding to 42 existing holdings. Its largest new stake was BP: 8,909 shares worth $419K.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $2.92M trimmed.

  • Iron Gate Global Advisors's largest Q1 2026 buy was BP: 8,909 shares worth $419K.
  • Iron Gate Global Advisors added most to iShares Ultra Short Duration Bond Active ETF in Q1 2026, an estimated $8.26M increase.
  • Iron Gate Global Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $2.92M.
  • Iron Gate Global Advisors fully exited Direxion Daily S&P 500 Bull 3x ETF in Q1 2026, selling an estimated $372K.
  • Iron Gate Global Advisors's ten largest holdings make up 69% of its $947M portfolio in Q1 2026.
  • Iron Gate Global Advisors opened 12 new positions and closed 7 in Q1 2026.
  • Iron Gate Global Advisors's portfolio value fell 3.1% quarter-over-quarter to $947M.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.