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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
+16.07%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$897M
AUM Growth
+$172M
Cap. Flow
+$72.2M
Cap. Flow %
8.05%
Top 10 Hldgs %
72.54%
Holding
103
New
8
Increased
40
Reduced
22
Closed
20

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$24.5M
2
PANW icon
Palo Alto Networks
PANW
+$15.3M
3
META icon
Meta Platforms (Facebook)
META
+$10.9M
4
AXP icon
American Express
AXP
+$6.94M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.69M

Top Sells

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$10.2M
2
SNOW icon
Snowflake
SNOW
+$8.02M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.76M
4
HQY icon
HealthEquity
HQY
+$1.57M
5
CARR icon
Carrier Global
CARR
+$850K

Sector Composition

Rank Sector Weight
1 Technology 30.8%
2 Communication Services 20.43%
3 Financials 19.66%
4 Consumer Discretionary 9.84%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
51
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$452K 0.05%
5,447
-6,817
-56% -$554K
PFE icon
52
Pfizer
PFE
$141B
$446K 0.05%
18,384
+5,687
+45% +$133K
ALL icon
53
Allstate
ALL
$67.3B
$441K 0.05%
2,180
– –
CB icon
54
Chubb
CB
$139B
$408K 0.05%
+1,405
New +$404K
XLU icon
55
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$400K 0.04%
9,796
– –
RSG icon
56
Republic Services
RSG
$66.7B
$399K 0.04%
+1,616
New +$399K
ORCL icon
57
Oracle
ORCL
$345B
$398K 0.04%
1,822
+93
+5% +$15K
XLV icon
58
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$389K 0.04%
2,889
+1,000
+53% +$135K
VOO icon
59
Vanguard S&P 500 ETF
VOO
$968B
$382K 0.04%
671
+2
+0.3% +$1.05K
XLK icon
60
State Street Technology Select Sector SPDR ETF
XLK
$114B
$362K 0.04%
2,860
– –
YUM icon
61
Yum! Brands
YUM
$40.7B
$359K 0.04%
2,421
– –
TSM icon
62
TSMC
TSM
$2.07T
$357K 0.04%
1,571
+47
+3% +$8.71K
MS icon
63
Morgan Stanley
MS
$337B
$331K 0.04%
2,351
+254
+12% +$31.2K
SGOL icon
64
abrdn Physical Gold Shares ETF
SGOL
$6.97B
$321K 0.04%
10,178
+2,850
+39% +$89.3K
KMB icon
65
Kimberly-Clark
KMB
$37B
$312K 0.03%
2,400
– –
LLY icon
66
Eli Lilly
LLY
$1.07T
$311K 0.03%
399
+44
+12% +$34.2K
CMCSA icon
67
Comcast
CMCSA
$80.9B
$306K 0.03%
8,561
-3
-0% -$104
GEV icon
68
GE Vernova
GEV
$265B
$291K 0.03%
+549
New +$229K
BMY icon
69
Bristol-Myers Squibb
BMY
$128B
$267K 0.03%
5,760
– –
IVV icon
70
iShares Core S&P 500 ETF
IVV
$869B
$260K 0.03%
419
-109
-21% -$62.6K
CRM icon
71
Salesforce
CRM
$142B
$259K 0.03%
950
-759
-44% -$203K
CORT icon
72
Corcept Therapeutics
CORT
$9.78B
$257K 0.03%
3,500
– –
BAC icon
73
Bank of America
BAC
$436B
$254K 0.03%
+5,361
New +$226K
FNV icon
74
Franco-Nevada
FNV
$41.4B
$236K 0.03%
1,437
-40
-3% -$6.62K
FCX icon
75
Freeport-McMoran
FCX
$90.2B
$235K 0.03%
5,426
– –
1 2
3
4 5

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Iron Gate Global Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Iron Gate Global Advisors held 103 positions worth $897M, up 24% from $725M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Iron Gate Global Advisors deployed $72.2M of net new capital in Q2 2025, opening 8 new positions and adding to 40 existing holdings. Its largest new stake was Palo Alto Networks: 82,128 shares worth $16.8M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 26% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Netflix, an estimated $10.2M trimmed.

  • Iron Gate Global Advisors's largest Q2 2025 buy was Palo Alto Networks: 82,128 shares worth $16.8M.
  • Iron Gate Global Advisors added most to NVIDIA in Q2 2025, an estimated $24.5M increase.
  • Iron Gate Global Advisors's biggest Q2 2025 reduction was Netflix, cutting an estimated $10.2M.
  • Iron Gate Global Advisors fully exited Snowflake in Q2 2025, selling an estimated $8.02M.
  • Iron Gate Global Advisors's ten largest holdings make up 73% of its $897M portfolio in Q2 2025.
  • Iron Gate Global Advisors opened 8 new positions and closed 20 in Q2 2025.
  • Iron Gate Global Advisors's portfolio value rose 24% quarter-over-quarter to $897M.

Based on Iron Gate Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.