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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
(+9.1%)
Cap. Flow
+$59.5M
Cap. Flow
% of AUM
6.08%
Top 10 Holdings %
Top 10 Hldgs %
70.58%
Holding
117
New
34
Increased
15
Reduced
41
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$7.34M |
| 2 |
Visa
V
|
+$1.8M |
| 3 |
Snowflake
SNOW
|
+$1.53M |
| 4 |
Tesla
TSLA
|
+$1.43M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$17.9M |
| 2 |
Apple
AAPL
|
+$2.19M |
| 3 |
Meta Platforms (Facebook)
META
|
+$1.92M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.71M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Boeing
BA
$175B
| $210K | 0.02% |
+974
| New | +$220K |
|
102
Glacier Bancorp
GBCI
$6.45B
| $208K | 0.02% |
4,287
-543
| -11% | -$25.5K |
|
103
Vertiv
VRT
$104B
| $208K | 0.02% |
+1,380
| New | +$184K |
|
104
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
| $204K | 0.02% |
2,221
| – | – |
|
105
TPG
TPG
$7.02B
| $201K | 0.02% |
+3,500
| New | +$207K |
|
106
FS KKR Capital
FSK
$3.08B
| $186K | 0.02% |
+12,431
| New | +$235K |
|
107
CALL
Netflix
NFLX
$301B
| $174K | 0.02% |
+4,000
| New | +$488K |
|
108
Planet Labs
PL
$7.28B
| $130K | 0.01% |
+10,000
| New | +$77.1K |
|
|
GAMB
109
DELISTED
Gambling.com
GAMB
| $83.5K | 0.01% |
+10,250
| New | +$99.2K |
|
110
PDS Biotechnology
PDSB
$38.6M
| $76.5K | 0.01% |
+75,016
| New | +$88.2K |
|
111
CALL
Palantir
PLTR
$296B
| $69.4K | 0.01% |
+600
| New | +$97.2K |
|
|
112
CALL
Apple
AAPL
$4.99T
| $67.9K | 0.01% |
+2,400
| New | +$542K |
|
|
113
CALL
Tesla
TSLA
$1.21T
| $48.8K | 0.01% |
+200
| New | +$69.4K |
|
114
CALL
Costco
COST
$429B
| $1.2K | ﹤0.01% |
+100
| New | +$95.9K |
|
115
CALL
Freeport-McMoran
FCX
$88.6B
| $733 | ﹤0.01% |
+500
| New | +$21.7K |
|
116
PUT
Vanguard S&P 500 ETF
VOO
$971B
| $300 | ﹤0.01% |
+800
| New | +$472K |
|
117
Wells Fargo
WFC
$263B
| – | – |
-2,619
| Closed | -$210K |
|
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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.