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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
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.4B
$659K 0.06%
8,343
+5
+0.1% +$395
DE icon
52
Deere & Co
DE
$183B
$653K 0.06%
1,030
– –
ANGX
53
Angel Studios
ANGX
$1B
$602K 0.06%
163,926
– –
FCX icon
54
Freeport-McMoran
FCX
$102B
$598K 0.06%
9,514
– –
MCD icon
55
McDonald's
MCD
$179B
$578K 0.06%
2,140
-456
-18% -$131K
PEP icon
56
PepsiCo
PEP
$187B
$558K 0.05%
4,121
-715
-15% -$107K
VOO icon
57
Vanguard S&P 500 ETF
VOO
$1.04T
$547K 0.05%
796
+77
+11% +$51.3K
BAC icon
58
Bank of America
BAC
$437B
$531K 0.05%
9,325
-9
-0.1% -$479
ALL icon
59
Allstate
ALL
$63.7B
$519K 0.05%
2,180
– –
OTIS icon
60
Otis Worldwide
OTIS
$25.8B
$475K 0.05%
6,630
– –
AMD icon
61
Advanced Micro Devices
AMD
$822B
$462K 0.04%
+796
New +$326K
IVV icon
62
iShares Core S&P 500 ETF
IVV
$861B
$422K 0.04%
564
-68
-11% -$49.5K
GLD icon
63
SPDR Gold Trust
GLD
$146B
$416K 0.04%
1,128
-324
-22% -$134K
SDY icon
64
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$408K 0.04%
2,678
– –
HQY icon
65
HealthEquity
HQY
$7.82B
$394K 0.04%
4,358
-1,055
-19% -$89.4K
CMI icon
66
Cummins
CMI
$75.7B
$391K 0.04%
548
– –
XLU icon
67
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$390K 0.04%
8,603
-666
-7% -$30.2K
XLY icon
68
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$381K 0.04%
3,250
– –
ABBV icon
69
AbbVie
ABBV
$451B
$374K 0.04%
1,488
-5
-0.3% -$1.08K
YUM icon
70
Yum! Brands
YUM
$39.3B
$350K 0.03%
2,192
– –
VRT icon
71
Vertiv
VRT
$95.5B
$349K 0.03%
1,043
-30
-3% -$9.52K
GE icon
72
GE Aerospace
GE
$336B
$337K 0.03%
901
-18
-2% -$5.63K
BMY icon
73
Bristol-Myers Squibb
BMY
$130B
$332K 0.03%
5,760
– –
BP icon
74
BP
BP
$119B
$329K 0.03%
8,909
– –
GEV icon
75
GE Vernova
GEV
$246B
$323K 0.03%
275
-39
-12% -$39.8K
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.