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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
SNOW icon
51
Snowflake
SNOW
$92.9B
$681K 0.07%
4,516
-1,657
-27% -$307K
VCSH icon
52
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$661K 0.07%
8,338
+471
+6% +$37.5K
GLD icon
53
SPDR Gold Trust
GLD
$131B
$625K 0.07%
1,452
-695
-32% -$311K
DE icon
54
Deere & Co
DE
$170B
$580K 0.06%
1,030
-13
-1% -$7.33K
FCX icon
55
Freeport-McMoran
FCX
$90B
$559K 0.06%
9,514
+4,588
+93% +$277K
ASML icon
56
ASML
ASML
$675B
$526K 0.06%
398
+209
+111% +$286K
OTIS icon
57
Otis Worldwide
OTIS
$27.4B
$511K 0.05%
6,630
– –
ANGX
58
Angel Studios
ANGX
$755M
$500K 0.05%
163,926
– –
XLK icon
59
State Street Technology Select Sector SPDR ETF
XLK
$115B
$490K 0.05%
3,686
-50
-1% -$7.05K
BAC icon
60
Bank of America
BAC
$435B
$455K 0.05%
9,334
+1,649
+21% +$85.1K
HQY icon
61
HealthEquity
HQY
$7.91B
$452K 0.05%
5,413
-1,536
-22% -$126K
ALL icon
62
Allstate
ALL
$66.9B
$452K 0.05%
2,180
– –
VOO icon
63
Vanguard S&P 500 ETF
VOO
$968B
$430K 0.05%
719
+10
+1% +$6.25K
XLU icon
64
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$425K 0.04%
9,269
-326
-3% -$14.6K
BP icon
65
BP
BP
$113B
$419K 0.04%
+8,909
New +$349K
IVV icon
66
iShares Core S&P 500 ETF
IVV
$876B
$413K 0.04%
632
+16
+3% +$10.9K
CRWD icon
67
CrowdStrike
CRWD
$187B
$411K 0.04%
4,208
-888
-17% -$94.1K
SDY icon
68
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$391K 0.04%
2,678
– –
XLY icon
69
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$354K 0.04%
3,250
– –
BMY icon
70
Bristol-Myers Squibb
BMY
$127B
$349K 0.04%
5,760
-31
-0.5% -$1.81K
YUM icon
71
Yum! Brands
YUM
$41B
$341K 0.04%
2,192
– –
NEM icon
72
Newmont
NEM
$98.2B
$331K 0.04%
3,062
-149
-5% -$17.2K
ABBV icon
73
AbbVie
ABBV
$458B
$325K 0.03%
1,493
+63
+4% +$14K
RSG icon
74
Republic Services
RSG
$66.7B
$320K 0.03%
1,462
– –
FNV icon
75
Franco-Nevada
FNV
$41.4B
$318K 0.03%
1,287
-150
-10% -$37.1K
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.