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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
+9.78%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$979M
AUM Growth
+$81.8M
Cap. Flow
+$59.5M
Cap. Flow %
6.08%
Top 10 Hldgs %
70.58%
Holding
117
New
34
Increased
15
Reduced
41
Closed
1

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.34M
2
V icon
Visa
V
+$1.8M
3
SNOW icon
Snowflake
SNOW
+$1.53M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.3M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$17.9M
2
AAPL icon
Apple
AAPL
+$2.19M
3
META icon
Meta Platforms (Facebook)
META
+$1.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
CATY icon
Cathay General Bancorp
CATY
+$1.5M

Sector Composition

Rank Sector Weight
1 Technology 30.22%
2 Communication Services 20.54%
3 Financials 19.21%
4 Consumer Discretionary 9.29%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPM icon
51
JPMorgan Chase
JPM
$950B
$743K 0.08%
2,354
-114
-5% -$33.9K
CVX icon
52
Chevron
CVX
$374B
$724K 0.07%
4,659
-721
-13% -$112K
NVDA icon
53
CALL
NVIDIA
NVDA
$4.77T
$723K 0.07%
+7,900
New +$1.38M
GLD icon
54
SPDR Gold Trust
GLD
$131B
$722K 0.07%
2,032
-198
-9% -$63.1K
MRK icon
55
Merck
MRK
$326B
$669K 0.07%
7,974
+10
+0.1% +$824
OTIS icon
56
Otis Worldwide
OTIS
$28B
$607K 0.06%
+6,630
New +$602K
CRWD icon
57
CrowdStrike
CRWD
$185B
$604K 0.06%
+4,928
New +$560K
ORCL icon
58
Oracle
ORCL
$346B
$510K 0.05%
1,822
– –
ALL icon
59
Allstate
ALL
$70.1B
$468K 0.05%
2,180
– –
DE icon
60
Deere & Co
DE
$173B
$459K 0.05%
1,005
– –
TSM icon
61
TSMC
TSM
$2.03T
$438K 0.04%
1,571
– –
XLU icon
62
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$427K 0.04%
9,796
– –
VOO icon
63
Vanguard S&P 500 ETF
VOO
$971B
$415K 0.04%
678
+7
+1% +$4.13K
XLK icon
64
State Street Technology Select Sector SPDR ETF
XLK
$112B
$403K 0.04%
2,860
– –
BAC icon
65
Bank of America
BAC
$439B
$394K 0.04%
7,629
+2,268
+42% +$111K
XLY icon
66
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$390K 0.04%
3,250
-2,100
-39% -$240K
SDY icon
67
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$375K 0.04%
2,678
-1,322
-33% -$184K
MS icon
68
Morgan Stanley
MS
$333B
$374K 0.04%
2,351
– –
RSG icon
69
Republic Services
RSG
$66.6B
$372K 0.04%
1,616
– –
SPXL icon
70
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
$371K 0.04%
+1,747
New +$333K
YUM icon
71
Yum! Brands
YUM
$41.4B
$369K 0.04%
2,421
– –
VCIT icon
72
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$341K 0.03%
4,059
-1,388
-25% -$115K
GE icon
73
GE Aerospace
GE
$377B
$331K 0.03%
+1,101
New +$301K
SGOL icon
74
abrdn Physical Gold Shares ETF
SGOL
$6.87B
$330K 0.03%
8,978
-1,200
-12% -$39.6K
ABBV icon
75
AbbVie
ABBV
$465B
$328K 0.03%
+1,413
New +$288K
1 2
3
4 5

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Iron Gate Global Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Iron Gate Global Advisors held 117 positions worth $979M, up 9.1% from $897M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Iron Gate Global Advisors deployed $59.5M of net new capital in Q3 2025, opening 34 new positions and adding to 15 existing holdings. Its largest new stake was Snowflake: 7,116 shares worth $1.61M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was NVIDIA, an estimated $17.9M trimmed.

  • Iron Gate Global Advisors's largest Q3 2025 buy was Snowflake: 7,116 shares worth $1.61M.
  • Iron Gate Global Advisors added most to Berkshire Hathaway Class B in Q3 2025, an estimated $7.34M increase.
  • Iron Gate Global Advisors's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $17.9M.
  • Iron Gate Global Advisors fully exited Wells Fargo in Q3 2025, selling an estimated $210K.
  • Iron Gate Global Advisors's ten largest holdings make up 71% of its $979M portfolio in Q3 2025.
  • Iron Gate Global Advisors opened 34 new positions and closed 1 in Q3 2025.
  • Iron Gate Global Advisors's portfolio value rose 9.1% quarter-over-quarter to $979M.

Based on Iron Gate Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.