We are live on ! Find out more
IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
-5.79%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$947M
AUM Growth
-$30M
Cap. Flow
+$37.4M
Cap. Flow %
3.95%
Top 10 Hldgs %
68.69%
Holding
112
New
12
Increased
42
Reduced
32
Closed
7

Top Buys

Rank Stock Value
1
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$8.26M
2
META icon
Meta Platforms (Facebook)
META
+$4.73M
3
NFLX icon
Netflix
NFLX
+$4.29M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.55M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.92M
2
HSY icon
Hershey
HSY
+$2.33M
3
RTX icon
RTX Corp
RTX
+$932K
4
AXP icon
American Express
AXP
+$728K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$372K

Sector Composition

Rank Sector Weight
1 Technology 27.23%
2 Communication Services 20.47%
3 Financials 18.29%
4 Consumer Discretionary 9.32%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
76
Pfizer
PFE
$140B
$313K 0.03%
11,134
+11
+0.1% +$293
VCIT icon
77
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$306K 0.03%
3,692
+50
+1% +$4.18K
GSK icon
78
GSK
GSK
$103B
$300K 0.03%
+5,429
New +$294K
CMI icon
79
Cummins
CMI
$91.7B
$295K 0.03%
548
-2
-0.4% -$1.13K
SRE icon
80
Sempra
SRE
$60.8B
$292K 0.03%
3,000
– –
ISRG icon
81
Intuitive Surgical
ISRG
$121B
$291K 0.03%
+631
New +$319K
ORCL icon
82
Oracle
ORCL
$331B
$286K 0.03%
1,944
+102
+6% +$16.6K
GEV icon
83
GE Vernova
GEV
$270B
$274K 0.03%
314
– –
XLV icon
84
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$274K 0.03%
1,869
-20
-1% -$3.08K
PH icon
85
Parker-Hannifin
PH
$125B
$270K 0.03%
302
-3
-1% -$2.84K
GS icon
86
Goldman Sachs
GS
$313B
$270K 0.03%
+319
New +$285K
VRT icon
87
Vertiv
VRT
$112B
$269K 0.03%
+1,073
New +$238K
T icon
88
AT&T
T
$165B
$265K 0.03%
9,155
-83
-0.9% -$2.22K
TEL icon
89
TE Connectivity
TEL
$58.8B
$261K 0.03%
1,250
-6
-0.5% -$1.32K
CMCSA icon
90
Comcast
CMCSA
$79.1B
$261K 0.03%
9,092
+136
+2% +$4.07K
GE icon
91
GE Aerospace
GE
$367B
$261K 0.03%
919
-6
-0.6% -$1.89K
CB icon
92
Chubb
CB
$140B
$255K 0.03%
781
-9
-1% -$2.89K
HWC icon
93
Hancock Whitney
HWC
$6.13B
$243K 0.03%
3,828
– –
KMB icon
94
Kimberly-Clark
KMB
$36.4B
$232K 0.02%
2,400
– –
DVY icon
95
iShares Select Dividend ETF
DVY
$24B
$229K 0.02%
1,511
– –
SPYM
96
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$226K 0.02%
2,956
– –
RY icon
97
Royal Bank of Canada
RY
$291B
$223K 0.02%
+1,381
New +$231K
HWM icon
98
Howmet Aerospace
HWM
$116B
$220K 0.02%
+955
New +$223K
NVO
99
Novo Nordisk
NVO
$216B
$216K 0.02%
+5,888
New +$279K
HAL icon
100
Halliburton
HAL
$27.9B
$211K 0.02%
+5,411
New +$187K
1 2 3
4
5

Similar funds

DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $946M AUM 31.79% 1-Year Est. Return
GL
Gemsstock Ltd London, United Kingdom $949M AUM 54.05% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return

Iron Gate Global Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Iron Gate Global Advisors held 112 positions worth $947M, down 3.1% from $977M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Iron Gate Global Advisors deployed $37.4M of net new capital in Q1 2026, opening 12 new positions and adding to 42 existing holdings. Its largest new stake was BP: 8,909 shares worth $419K.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $2.92M trimmed.

  • Iron Gate Global Advisors's largest Q1 2026 buy was BP: 8,909 shares worth $419K.
  • Iron Gate Global Advisors added most to iShares Ultra Short Duration Bond Active ETF in Q1 2026, an estimated $8.26M increase.
  • Iron Gate Global Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $2.92M.
  • Iron Gate Global Advisors fully exited Direxion Daily S&P 500 Bull 3x ETF in Q1 2026, selling an estimated $372K.
  • Iron Gate Global Advisors's ten largest holdings make up 69% of its $947M portfolio in Q1 2026.
  • Iron Gate Global Advisors opened 12 new positions and closed 7 in Q1 2026.
  • Iron Gate Global Advisors's portfolio value fell 3.1% quarter-over-quarter to $947M.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.