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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
VCIT icon
76
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$305K 0.03%
3,642
-417
-10% -$35K
FNV icon
77
Franco-Nevada
FNV
$40.6B
$298K 0.03%
1,437
– –
XLV icon
78
State Street Health Care Select Sector SPDR ETF
XLV
$43.2B
$292K 0.03%
1,889
– –
TEL icon
79
TE Connectivity
TEL
$62.1B
$286K 0.03%
1,256
+6
+0.5% +$1.39K
GE icon
80
GE Aerospace
GE
$377B
$285K 0.03%
925
-176
-16% -$53K
CMI icon
81
Cummins
CMI
$88.5B
$281K 0.03%
550
+2
+0.4% +$935
PFE icon
82
Pfizer
PFE
$144B
$277K 0.03%
11,123
-1,597
-13% -$40.3K
PH icon
83
Parker-Hannifin
PH
$125B
$268K 0.03%
305
-15
-5% -$12.3K
CMCSA icon
84
Comcast
CMCSA
$85.8B
$268K 0.03%
8,956
+395
+5% +$11.3K
SRE icon
85
Sempra
SRE
$59.2B
$265K 0.03%
3,000
– –
SLV icon
86
iShares Silver Trust
SLV
$27.6B
$253K 0.03%
+3,930
New +$197K
FCX icon
87
Freeport-McMoran
FCX
$88.6B
$250K 0.03%
4,926
-500
-9% -$21.7K
CB icon
88
Chubb
CB
$141B
$247K 0.03%
790
+9
+1% +$2.63K
HWC icon
89
Hancock Whitney
HWC
$6.19B
$244K 0.03%
3,828
– –
KMB icon
90
Kimberly-Clark
KMB
$37.5B
$242K 0.02%
2,400
– –
SPYM
91
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$237K 0.02%
2,956
-12
-0.4% -$954
T icon
92
AT&T
T
$169B
$229K 0.02%
9,238
+117
+1% +$2.96K
TPG icon
93
TPG
TPG
$7.02B
$223K 0.02%
3,500
– –
DVY icon
94
iShares Select Dividend ETF
DVY
$24.1B
$213K 0.02%
1,511
– –
GEV icon
95
GE Vernova
GEV
$251B
$205K 0.02%
314
-185
-37% -$113K
TCOM icon
96
Trip.com Group
TCOM
$28.5B
$204K 0.02%
2,830
– –
ASML icon
97
ASML
ASML
$608B
$202K 0.02%
+189
New +$197K
CINF icon
98
Cincinnati Financial
CINF
$28B
$202K 0.02%
+1,238
New +$201K
PDSB icon
99
PDS Biotechnology
PDSB
$38.6M
$57.7K 0.01%
75,016
– –
MVIS icon
100
Microvision
MVIS
$86.6M
$21.7K ﹤0.01%
+26,230
New +$27.9K
1 2 3
4
5

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DSAM
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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.