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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
+2.95%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$977M
AUM Growth
-$2.45M
Cap. Flow
-$20.7M
Cap. Flow %
-2.12%
Top 10 Hldgs %
71.16%
Holding
122
New
6
Increased
33
Reduced
43
Closed
22

Top Buys

Rank Stock Value
1
APD icon
Air Products & Chemicals
APD
+$11.1M
2
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$8.7M
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.56M
4
UBER icon
Uber
UBER
+$1.11M
5
ANGX
Angel Studios
ANGX
+$971K

Top Sells

Rank Stock Value
1
AXP icon
American Express
AXP
+$7.52M
2
AAPL icon
Apple
AAPL
+$6.21M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.06M
5
NVDA icon
NVIDIA
NVDA
+$1.56M

Sector Composition

Rank Sector Weight
1 Technology 28.52%
2 Communication Services 21.19%
3 Financials 19.19%
4 Consumer Discretionary 9.65%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$343B
$675K 0.07%
1,961
-324
-14% -$119K
HQY icon
52
HealthEquity
HQY
$8.46B
$637K 0.07%
6,949
-2,097
-23% -$201K
VCSH icon
53
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$627K 0.06%
+7,867
New +$628K
CRWD icon
54
CrowdStrike
CRWD
$185B
$597K 0.06%
5,096
+168
+3% +$21.4K
OTIS icon
55
Otis Worldwide
OTIS
$28B
$579K 0.06%
6,630
– –
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$112B
$538K 0.06%
3,736
+876
+31% +$127K
DE icon
57
Deere & Co
DE
$173B
$486K 0.05%
1,043
+38
+4% +$17.8K
TSM icon
58
TSMC
TSM
$2.03T
$475K 0.05%
1,564
-7
-0.4% -$2.05K
ALL icon
59
Allstate
ALL
$70.1B
$454K 0.05%
2,180
– –
VOO icon
60
Vanguard S&P 500 ETF
VOO
$971B
$445K 0.05%
709
+31
+5% +$19.3K
BAC icon
61
Bank of America
BAC
$439B
$423K 0.04%
7,685
+56
+0.7% +$2.96K
IVV icon
62
iShares Core S&P 500 ETF
IVV
$871B
$422K 0.04%
616
+197
+47% +$134K
MS icon
63
Morgan Stanley
MS
$333B
$420K 0.04%
2,367
+16
+0.7% +$2.67K
XLU icon
64
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$410K 0.04%
9,595
-201
-2% -$8.9K
XLY icon
65
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$388K 0.04%
3,250
– –
SDY icon
66
State Street SPDR S&P Dividend ETF
SDY
$22.3B
$373K 0.04%
2,678
– –
SPXL icon
67
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.57B
$372K 0.04%
1,686
-61
-3% -$13.3K
ORCL icon
68
Oracle
ORCL
$346B
$359K 0.04%
1,842
+20
+1% +$4.76K
CRM icon
69
Salesforce
CRM
$149B
$358K 0.04%
1,353
+48
+4% +$11.9K
YUM icon
70
Yum! Brands
YUM
$41.4B
$332K 0.03%
2,192
-229
-9% -$33.9K
ABBV icon
71
AbbVie
ABBV
$465B
$327K 0.03%
1,430
+17
+1% +$3.87K
NEM icon
72
Newmont
NEM
$96.4B
$321K 0.03%
3,211
– –
SGOL icon
73
abrdn Physical Gold Shares ETF
SGOL
$6.87B
$320K 0.03%
7,790
-1,188
-13% -$47K
BMY icon
74
Bristol-Myers Squibb
BMY
$130B
$312K 0.03%
5,791
+31
+0.5% +$1.49K
RSG icon
75
Republic Services
RSG
$66.6B
$310K 0.03%
1,462
-154
-10% -$33.1K
1 2
3
4 5

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Iron Gate Global Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Iron Gate Global Advisors held 122 positions worth $977M, down 0.25% from $979M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Iron Gate Global Advisors's Q4 2025 filing shows 6 new, 33 increased, 43 reduced and 22 closed positions. Its largest new stake was Angel Studios: 163,926 shares worth $766K. The largest sale was American Express, an estimated $7.52M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 30% a quarter earlier, followed by Communication Services and Financials.

  • Iron Gate Global Advisors's largest Q4 2025 buy was Angel Studios: 163,926 shares worth $766K.
  • Iron Gate Global Advisors added most to Air Products & Chemicals in Q4 2025, an estimated $11.1M increase.
  • Iron Gate Global Advisors's biggest Q4 2025 reduction was American Express, cutting an estimated $7.52M.
  • Iron Gate Global Advisors fully exited Corcept Therapeutics in Q4 2025, selling an estimated $292K.
  • Iron Gate Global Advisors's ten largest holdings make up 71% of its $977M portfolio in Q4 2025.
  • Iron Gate Global Advisors opened 6 new positions and closed 22 in Q4 2025.
  • Iron Gate Global Advisors's portfolio value fell 0.25% quarter-over-quarter to $977M.

Based on Iron Gate Global Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.