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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
PFE icon
76
Pfizer
PFE
$144B
$324K 0.03%
12,720
-5,664
-31% -$140K
FNV icon
77
Franco-Nevada
FNV
$40.1B
$319K 0.03%
1,437
– –
CRM icon
78
Salesforce
CRM
$152B
$309K 0.03%
1,305
+355
+37% +$89.5K
GEV icon
79
GE Vernova
GEV
$246B
$306K 0.03%
499
-50
-9% -$30.3K
META icon
80
CALL
Meta Platforms (Facebook)
META
$1.49T
$303K 0.03%
+1,400
New +$1.04M
KMB icon
81
Kimberly-Clark
KMB
$37.4B
$299K 0.03%
2,400
– –
CORT icon
82
Corcept Therapeutics
CORT
$10.2B
$292K 0.03%
3,500
– –
IVV icon
83
iShares Core S&P 500 ETF
IVV
$867B
$281K 0.03%
419
– –
AMZN icon
84
CALL
Amazon
AMZN
$2.46T
$275K 0.03%
+10,000
New +$2.26M
TEL icon
85
TE Connectivity
TEL
$61.5B
$274K 0.03%
1,250
– –
SRE icon
86
Sempra
SRE
$59.5B
$270K 0.03%
3,000
– –
NEM icon
87
Newmont
NEM
$94.9B
$270K 0.03%
+3,211
New +$224K
CMCSA icon
88
Comcast
CMCSA
$86.3B
$269K 0.03%
8,561
– –
XLV icon
89
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$263K 0.03%
1,889
-1,000
-35% -$135K
BMY icon
90
Bristol-Myers Squibb
BMY
$130B
$260K 0.03%
5,760
– –
T icon
91
AT&T
T
$168B
$258K 0.03%
+9,121
New +$259K
PH icon
92
Parker-Hannifin
PH
$123B
$243K 0.02%
320
– –
HWC icon
93
Hancock Whitney
HWC
$6.17B
$239K 0.02%
3,828
– –
CRWV
94
CoreWeave
CRWV
$35B
$237K 0.02%
+1,731
New +$205K
SPYM
95
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$233K 0.02%
+2,968
New +$224K
CMI icon
96
Cummins
CMI
$86.1B
$232K 0.02%
+548
New +$210K
CB icon
97
Chubb
CB
$141B
$220K 0.02%
781
-624
-44% -$172K
DVY icon
98
iShares Select Dividend ETF
DVY
$24.1B
$215K 0.02%
1,511
– –
TCOM icon
99
Trip.com Group
TCOM
$29.7B
$213K 0.02%
+2,830
New +$189K
FCX icon
100
Freeport-McMoran
FCX
$86.1B
$212K 0.02%
5,426
– –
1 2 3
4
5

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DSAM
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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.