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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
+2.95%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$977M
AUM Growth
-$2.45M
Cap. Flow
-$20.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
71.16%
Holding
122
New
6
Increased
33
Reduced
43
Closed
22

Top Buys

Rank Stock Value
1
APD icon
Air Products & Chemicals
APD
+$11.1M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$8.7M
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.56M
4
UBER icon
Uber
UBER
+$1.11M
5
ANGX
Angel Studios
ANGX
+$971K

Top Sells

Rank Stock Value
1
AXP icon
American Express
AXP
+$7.52M
2
AAPL icon
Apple
AAPL
+$6.21M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.06M
5
NVDA icon
NVIDIA
NVDA
+$1.56M

Sector Composition

Rank Sector Weight
1 Technology 28.52%
2 Communication Services 21.19%
3 Financials 19.19%
4 Consumer Discretionary 9.65%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
26
Caterpillar
CAT
$402B
$2.56M 0.26%
4,474
-14
-0.3% -$7.78K
VUG icon
27
Vanguard Growth ETF
VUG
$216B
$2.55M 0.26%
31,422
+4,320
+16% +$351K
ETN icon
28
Eaton
ETN
$155B
$1.93M 0.2%
6,063
+2
+0% +$709
VGSH icon
29
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$1.88M 0.19%
32,045
+8,897
+38% +$523K
PG icon
30
Procter & Gamble
PG
$346B
$1.84M 0.19%
12,859
-848
-6% -$125K
CATY icon
31
Cathay General Bancorp
CATY
$4.18B
$1.51M 0.15%
31,125
– –
COST icon
32
Costco
COST
$422B
$1.46M 0.15%
1,698
-4
-0.2% -$3.63K
SNOW icon
33
Snowflake
SNOW
$94.6B
$1.35M 0.14%
6,173
-943
-13% -$230K
MA icon
34
Mastercard
MA
$487B
$1.31M 0.13%
2,299
-302
-12% -$169K
SMH icon
35
VanEck Semiconductor ETF
SMH
$66.1B
$1.19M 0.12%
3,300
-17
-0.5% -$5.96K
LLY icon
36
Eli Lilly
LLY
$1.07T
$1.14M 0.12%
1,063
-36
-3% -$34.4K
EMR icon
37
Emerson Electric
EMR
$83.6B
$1.14M 0.12%
8,559
+4
+0% +$531
XOM icon
38
ExxonMobil
XOM
$642B
$1.14M 0.12%
9,436
+483
+5% +$56K
VBR icon
39
Vanguard Small-Cap Value ETF
VBR
$37.3B
$1.12M 0.11%
5,278
+78
+2% +$16.3K
AVGO icon
40
Broadcom
AVGO
$1.82T
$1.07M 0.11%
3,100
-3,843
-55% -$1.37M
MCD icon
41
McDonald's
MCD
$192B
$898K 0.09%
2,940
-46
-2% -$14.1K
GLD icon
42
SPDR Gold Trust
GLD
$132B
$851K 0.09%
2,147
+115
+6% +$43.9K
MRK icon
43
Merck
MRK
$323B
$842K 0.09%
7,997
+23
+0.3% +$2.16K
PPG icon
44
PPG Industries
PPG
$26.4B
$832K 0.09%
8,117
– –
ANGX
45
Angel Studios
ANGX
$815M
$766K 0.08%
+163,926
New +$971K
BRK.A icon
46
Berkshire Hathaway Class A
BRK.A
$1.07T
$755K 0.08%
1
– –
JPM icon
47
JPMorgan Chase
JPM
$947B
$726K 0.07%
2,252
-102
-4% -$31.6K
PEP icon
48
PepsiCo
PEP
$191B
$725K 0.07%
5,050
-618
-11% -$90.8K
CVX icon
49
Chevron
CVX
$378B
$700K 0.07%
4,590
-69
-1% -$10.5K
CARR icon
50
Carrier Global
CARR
$57.6B
$698K 0.07%
13,211
– –
1
2
3 4 5

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Iron Gate Global Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Iron Gate Global Advisors held 122 positions worth $977M, down 0.25% from $979M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Iron Gate Global Advisors's Q4 2025 filing shows 6 new, 33 increased, 43 reduced and 22 closed positions. Its largest new stake was Angel Studios: 163,926 shares worth $766K. The largest sale was American Express, an estimated $7.52M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Communication Services and Financials.

  • Iron Gate Global Advisors's largest Q4 2025 buy was Angel Studios: 163,926 shares worth $766K.
  • Iron Gate Global Advisors added most to Air Products & Chemicals in Q4 2025, an estimated $11.1M increase.
  • Iron Gate Global Advisors's biggest Q4 2025 reduction was American Express, cutting an estimated $7.52M.
  • Iron Gate Global Advisors fully exited Corcept Therapeutics in Q4 2025, selling an estimated $292K.
  • Iron Gate Global Advisors's ten largest holdings make up 71% of its $977M portfolio in Q4 2025.
  • Iron Gate Global Advisors opened 6 new positions and closed 22 in Q4 2025.
  • Iron Gate Global Advisors's portfolio value fell 0.25% quarter-over-quarter to $977M.

Based on Iron Gate Global Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.