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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
-1.66%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$725M
AUM Growth
+$16.6M
Cap. Flow
-$4.03M
Cap. Flow %
-0.56%
Top 10 Hldgs %
69.73%
Holding
103
New
16
Increased
28
Reduced
38
Closed
8

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$7.73M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.66M
3
HSY icon
Hershey
HSY
+$6.96M
4
NVDA icon
NVIDIA
NVDA
+$6.9M
5
AMZN icon
Amazon
AMZN
+$5.34M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$72.2M
2
BILL icon
BILL Holdings
BILL
+$2.72M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.94M
4
META icon
Meta Platforms (Facebook)
META
+$1.12M
5
NFLX icon
Netflix
NFLX
+$952K

Sector Composition

Rank Sector Weight
1 Technology 25.91%
2 Financials 22.72%
3 Communication Services 19.28%
4 Consumer Discretionary 9.8%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.19T
$618K 0.09%
2,383
+439
+23% +$146K
CRWD icon
52
CrowdStrike
CRWD
$182B
$480K 0.07%
5,440
-100
-2% -$9.53K
DE icon
53
Deere & Co
DE
$165B
$462K 0.06%
980
– –
CRM icon
54
Salesforce
CRM
$154B
$459K 0.06%
1,709
-118
-6% -$36.7K
ALL icon
55
Allstate
ALL
$70.9B
$454K 0.06%
2,180
– –
FSK icon
56
FS KKR Capital
FSK
$3.03B
$424K 0.06%
19,565
-4,077
-17% -$91.1K
BIL icon
57
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$401K 0.06%
4,371
-836
-16% -$76.6K
CORT icon
58
Corcept Therapeutics
CORT
$9.92B
$400K 0.06%
+3,500
New +$213K
XLU icon
59
State Street Utilities Select Sector SPDR ETF
XLU
$23.3B
$386K 0.05%
9,796
+1,066
+12% +$41.6K
YUM icon
60
Yum! Brands
YUM
$42.1B
$381K 0.05%
2,421
– –
BMY icon
61
Bristol-Myers Squibb
BMY
$130B
$351K 0.05%
5,760
– –
KMB icon
62
Kimberly-Clark
KMB
$37.5B
$344K 0.05%
2,400
-12
-0.5% -$1.62K
VOO icon
63
Vanguard S&P 500 ETF
VOO
$959B
$344K 0.05%
669
-456
-41% -$247K
PFE icon
64
Pfizer
PFE
$144B
$322K 0.04%
12,697
+10
+0.1% +$262
XLY icon
65
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.8B
$321K 0.04%
3,250
+936
+40% +$102K
CMCSA icon
66
Comcast
CMCSA
$87.4B
$316K 0.04%
8,564
-103
-1% -$3.72K
SDY icon
67
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$312K 0.04%
2,300
– –
IVV icon
68
iShares Core S&P 500 ETF
IVV
$861B
$297K 0.04%
528
-1
-0.2% -$591
XLK icon
69
State Street Technology Select Sector SPDR ETF
XLK
$109B
$295K 0.04%
+2,860
New +$324K
LLY icon
70
Eli Lilly
LLY
$1.09T
$294K 0.04%
+355
New +$295K
VZ icon
71
Verizon
VZ
$201B
$289K 0.04%
6,379
-5,550
-47% -$231K
XLV icon
72
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$276K 0.04%
+1,889
New +$274K
TSM icon
73
TSMC
TSM
$1.94T
$254K 0.04%
1,524
+12
+0.8% +$2.33K
SPXL icon
74
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.34B
$245K 0.03%
+1,747
New +$292K
MS icon
75
Morgan Stanley
MS
$321B
$245K 0.03%
2,097
+5
+0.2% +$644
1 2
3
4 5

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Iron Gate Global Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Iron Gate Global Advisors held 103 positions worth $725M, up 2.3% from $709M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Iron Gate Global Advisors's Q1 2025 filing shows 16 new, 28 increased, 38 reduced and 8 closed positions. Its largest new stake was State Street Technology Select Sector SPDR ETF: 2,860 shares worth $295K. The largest sale was Berkshire Hathaway Class A, an estimated $72.2M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Communication Services.

  • Iron Gate Global Advisors's largest Q1 2025 buy was State Street Technology Select Sector SPDR ETF: 2,860 shares worth $295K.
  • Iron Gate Global Advisors added most to Uber in Q1 2025, an estimated $7.73M increase.
  • Iron Gate Global Advisors's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $72.2M.
  • Iron Gate Global Advisors fully exited BILL Holdings in Q1 2025, selling an estimated $2.72M.
  • Iron Gate Global Advisors's ten largest holdings make up 70% of its $725M portfolio in Q1 2025.
  • Iron Gate Global Advisors opened 16 new positions and closed 8 in Q1 2025.
  • Iron Gate Global Advisors's portfolio value rose 2.3% quarter-over-quarter to $725M.

Based on Iron Gate Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.