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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
(+9.3%)
Cap. Flow
+$9.97M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
70.76%
Holding
115
New
10
Increased
30
Reduced
27
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Home Depot
HD
|
+$12M |
| 2 |
Microsoft
MSFT
|
+$9.74M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$9.6M |
| 4 |
Meta Platforms (Facebook)
META
|
+$6.54M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.12M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$28.3M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$3.03M |
| 3 |
ExxonMobil
XOM
|
+$1.72M |
| 4 |
Apple
AAPL
|
+$694K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Cisco
CSCO
$424B
| $235K | 0.02% |
+2,003
| New | +$209K |
|
102
Cincinnati Financial
CINF
$26B
| $229K | 0.02% |
+1,238
| New | +$205K |
|
103
Lam Research
LRCX
$373B
| $216K | 0.02% |
+499
| New | +$151K |
|
104
Mitsubishi UFJ Financial
MUFG
$262B
| $205K | 0.02% |
10,285
| – | – |
|
105
Glacier Bancorp
GBCI
$5.98B
| $200K | 0.02% |
+3,887
| New | +$187K |
|
106
Lloyds Banking Group
LYG
$85.2B
| $113K | 0.01% |
19,336
| – | – |
|
107
PDS Biotechnology
PDSB
$17.6M
| $62K | 0.01% |
70,406
-4,616
| -6% | -$4.9K |
|
|
ASG
108
Liberty All-Star Growth Fund
ASG
$319M
| $55K | 0.01% |
10,056
| – | – |
|
109
Microvision
MVIS
$48.6M
| $4.42K | ﹤0.01% |
901
-35
| -4% | -$289 |
|
110
Comcast
CMCSA
$89.3B
| – | – |
-9,092
| Closed | -$261K |
|
|
111
Alphabet (Google) Class A
GOOGL
$4.07T
| – | – |
-98,403
| Closed | -$28.3M |
|
112
Halliburton
HAL
$30.1B
| – | – |
-5,411
| Closed | -$211K |
|
|
NVO
113
Novo Nordisk
NVO
$194B
| – | – |
-5,888
| Closed | -$216K |
|
114
AT&T
T
$175B
| – | – |
-9,155
| Closed | -$265K |
|
|
115
ExxonMobil
XOM
$679B
| – | – |
-10,130
| Closed | -$1.72M |
|
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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.