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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $1.03B
1-Year Est. Return 18.56%
This Fund
S&P 500
This Quarter Est. Return
+11.35%
1 Year Est. Return
+18.56%
3 Year Est. Return
+105.94%
5 Year Est. Return
+138.04%
10 Year Est. Return
–
AUM
$1.03B
AUM Growth
+$88.2M
Cap. Flow
+$9.97M
Cap. Flow %
0.96%
Top 10 Hldgs %
70.76%
Holding
115
New
10
Increased
30
Reduced
27
Closed
6

Top Buys

Rank Stock Value
1
HD icon
Home Depot
HD
+$12M
2
MSFT icon
Microsoft
MSFT
+$9.74M
3
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$9.6M
4
META icon
Meta Platforms (Facebook)
META
+$6.54M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.3M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.03M
3
XOM icon
ExxonMobil
XOM
+$1.72M
4
AAPL icon
Apple
AAPL
+$694K
5
RTX icon
RTX Corp
RTX
+$551K

Sector Composition

Rank Sector Weight
1 Technology 29.55%
2 Financials 18.38%
3 Communication Services 17.13%
4 Miscellaneous 11.64%
5 Consumer Discretionary 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
76
Goldman Sachs
GS
$297B
$323K 0.03%
319
– –
VCIT icon
77
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.8B
$313K 0.03%
3,792
+100
+3% +$8.26K
RSG icon
78
Republic Services
RSG
$67.7B
$312K 0.03%
1,462
– –
CORT icon
79
Corcept Therapeutics
CORT
$12.4B
$304K 0.03%
+3,500
New +$211K
XLV icon
80
State Street Health Care Select Sector SPDR ETF
XLV
$43.1B
$297K 0.03%
1,869
– –
PH icon
81
Parker-Hannifin
PH
$118B
$295K 0.03%
302
– –
HWC icon
82
Hancock Whitney
HWC
$5.97B
$286K 0.03%
3,828
– –
NEM icon
83
Newmont
NEM
$133B
$286K 0.03%
3,062
– –
RY icon
84
Royal Bank of Canada
RY
$285B
$286K 0.03%
1,381
– –
ORCL icon
85
Oracle
ORCL
$441B
$285K 0.03%
1,944
– –
GSK icon
86
GSK
GSK
$96.4B
$285K 0.03%
5,429
– –
SRE icon
87
Sempra
SRE
$54.9B
$278K 0.03%
3,000
– –
PFE icon
88
Pfizer
PFE
$158B
$268K 0.03%
11,146
+12
+0.1% +$314
FNV icon
89
Franco-Nevada
FNV
$50.3B
$268K 0.03%
1,287
– –
CB icon
90
Chubb
CB
$131B
$266K 0.03%
781
– –
KMB icon
91
Kimberly-Clark
KMB
$32.8B
$263K 0.03%
2,400
– –
ORKA
92
Oruka Therapeutics
ORKA
$6.07B
$262K 0.03%
+2,750
New +$183K
SPYM
93
State Street SPDR Portfolio S&P 500 ETF
SPYM
$167B
$260K 0.03%
2,956
– –
HWM icon
94
Howmet Aerospace
HWM
$90.9B
$257K 0.02%
955
– –
TEL icon
95
TE Connectivity
TEL
$59.2B
$252K 0.02%
1,250
– –
ISRG icon
96
Intuitive Surgical
ISRG
$127B
$251K 0.02%
631
– –
KNX icon
97
Knight Transportation
KNX
$11.2B
$250K 0.02%
+3,209
New +$222K
BSX icon
98
Boston Scientific
BSX
$62.5B
$248K 0.02%
+5,818
New +$316K
SPXL icon
99
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.82B
$240K 0.02%
+886
New +$224K
DVY icon
100
iShares Select Dividend ETF
DVY
$23.5B
$236K 0.02%
1,511
– –
1 2 3
4
5

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Iron Gate Global Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Iron Gate Global Advisors held 115 positions worth $1.03B, up 9.3% from $947M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Iron Gate Global Advisors's Q2 2026 filing shows 10 new, 30 increased, 27 reduced and 6 closed positions. Its largest new stake was Advanced Micro Devices: 796 shares worth $462K. The largest sale was Alphabet (Google) Class A, an estimated $28.3M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 27% a quarter earlier, followed by Financials and Communication Services.

  • Iron Gate Global Advisors's largest Q2 2026 buy was Advanced Micro Devices: 796 shares worth $462K.
  • Iron Gate Global Advisors added most to Home Depot in Q2 2026, an estimated $12M increase.
  • Iron Gate Global Advisors's biggest Q2 2026 reduction was Alphabet (Google) Class C, cutting an estimated $3.03M.
  • Iron Gate Global Advisors fully exited Alphabet (Google) Class A in Q2 2026, selling an estimated $28.3M.
  • Iron Gate Global Advisors's ten largest holdings make up 71% of its $1.03B portfolio in Q2 2026.
  • Iron Gate Global Advisors opened 10 new positions and closed 6 in Q2 2026.
  • Iron Gate Global Advisors's portfolio value rose 9.3% quarter-over-quarter to $1.03B.

Based on Iron Gate Global Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.