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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
+9.78%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$979M
AUM Growth
+$81.8M
Cap. Flow
+$59.5M
Cap. Flow %
6.08%
Top 10 Hldgs %
70.58%
Holding
117
New
34
Increased
15
Reduced
41
Closed
1

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.34M
2
V icon
Visa
V
+$1.8M
3
SNOW icon
Snowflake
SNOW
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.3M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$17.9M
2
AAPL icon
Apple
AAPL
+$2.19M
3
META icon
Meta Platforms (Facebook)
META
+$1.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
CATY icon
Cathay General Bancorp
CATY
+$1.5M

Sector Composition

Rank Sector Weight
1 Technology 30.22%
2 Communication Services 20.54%
3 Financials 19.21%
4 Consumer Discretionary 9.29%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
26
Walmart Inc
WMT
$902B
$3.71M 0.38%
35,909
-3,220
-8% -$321K
TSLA icon
27
Tesla
TSLA
$1.21T
$3.21M 0.33%
7,221
+4,114
+132% +$1.43M
AVGO icon
28
Broadcom
AVGO
$1.8T
$2.29M 0.23%
6,943
-3,052
-31% -$936K
ETN icon
29
Eaton
ETN
$149B
$2.27M 0.23%
6,061
– –
VUG icon
30
Vanguard Growth ETF
VUG
$216B
$2.17M 0.22%
27,102
-1,470
-5% -$112K
CAT icon
31
Caterpillar
CAT
$384B
$2.14M 0.22%
4,488
-1,406
-24% -$600K
PG icon
32
Procter & Gamble
PG
$352B
$2.11M 0.22%
13,707
-459
-3% -$71.7K
SMH icon
33
CALL
VanEck Semiconductor ETF
SMH
$63.7B
$1.71M 0.17%
+21,100
New +$6.25M
SNOW icon
34
Snowflake
SNOW
$94.9B
$1.61M 0.16%
+7,116
New +$1.53M
COST icon
35
Costco
COST
$430B
$1.58M 0.16%
1,702
– –
CATY icon
36
Cathay General Bancorp
CATY
$4.24B
$1.49M 0.15%
31,125
-31,126
-50% -$1.5M
MA icon
37
Mastercard
MA
$497B
$1.48M 0.15%
2,601
-284
-10% -$163K
VGSH icon
38
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$1.36M 0.14%
23,148
-6,236
-21% -$366K
EMR icon
39
Emerson Electric
EMR
$84.5B
$1.12M 0.11%
8,555
-8,569
-50% -$1.17M
VBR icon
40
Vanguard Small-Cap Value ETF
VBR
$37.6B
$1.08M 0.11%
5,200
– –
SMH icon
41
VanEck Semiconductor ETF
SMH
$63.7B
$1.08M 0.11%
3,317
-66
-2% -$19.5K
XOM icon
42
ExxonMobil
XOM
$635B
$1.01M 0.1%
8,953
-261
-3% -$29K
HD icon
43
Home Depot
HD
$343B
$926K 0.09%
2,285
-289
-11% -$114K
MCD icon
44
McDonald's
MCD
$194B
$908K 0.09%
2,986
+40
+1% +$12.2K
PPG icon
45
PPG Industries
PPG
$27.1B
$852K 0.09%
8,117
-1,217
-13% -$135K
HQY icon
46
HealthEquity
HQY
$8.48B
$852K 0.09%
+9,046
New +$851K
LLY icon
47
Eli Lilly
LLY
$1.09T
$838K 0.09%
1,099
+700
+175% +$521K
PEP icon
48
PepsiCo
PEP
$194B
$796K 0.08%
5,668
-437
-7% -$62.4K
CARR icon
49
Carrier Global
CARR
$53.7B
$787K 0.08%
+13,211
New +$898K
BRK.A icon
50
Berkshire Hathaway Class A
BRK.A
$1.1T
$755K 0.08%
1
– –
1
2
3 4 5

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DCM
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Iron Gate Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Iron Gate Global Advisors held 117 positions worth $979M, up 9.1% from $897M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Iron Gate Global Advisors deployed $59.5M of net new capital in Q3 2025, opening 34 new positions and adding to 15 existing holdings. Its largest new stake was Snowflake: 7,116 shares worth $1.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was NVIDIA, an estimated $17.9M trimmed.

  • Iron Gate Global Advisors's largest Q3 2025 buy was Snowflake: 7,116 shares worth $1.61M.
  • Iron Gate Global Advisors added most to Berkshire Hathaway Class B in Q3 2025, an estimated $7.34M increase.
  • Iron Gate Global Advisors's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $17.9M.
  • Iron Gate Global Advisors fully exited Wells Fargo in Q3 2025, selling an estimated $210K.
  • Iron Gate Global Advisors's ten largest holdings make up 71% of its $979M portfolio in Q3 2025.
  • Iron Gate Global Advisors opened 34 new positions and closed 1 in Q3 2025.
  • Iron Gate Global Advisors's portfolio value rose 9.1% quarter-over-quarter to $979M.

Based on Iron Gate Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.