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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
-5.79%
1 Year Est. Return
+23.59%
3 Year Est. Return
+110.43%
5 Year Est. Return
+133.33%
10 Year Est. Return
–
AUM
$947M
AUM Growth
-$30M
Cap. Flow
+$37.4M
Cap. Flow %
3.95%
Top 10 Hldgs %
68.69%
Holding
112
New
12
Increased
42
Reduced
32
Closed
7

Top Buys

Rank Stock Value
1
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$8.26M
2
META icon
Meta Platforms (Facebook)
META
+$4.73M
3
NFLX icon
Netflix
NFLX
+$4.29M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.55M

Top Sells

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.92M
2
HSY icon
Hershey
HSY
+$2.33M
3
RTX icon
RTX Corp
RTX
+$932K
4
AXP icon
American Express
AXP
+$728K
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$372K

Sector Composition

Rank Sector Weight
1 Technology 27.23%
2 Communication Services 20.47%
3 Financials 18.29%
4 Consumer Discretionary 9.32%
5 Industrials 4.16%

No holdings matched the selected filter criteria.

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Iron Gate Global Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Iron Gate Global Advisors held 112 positions worth $947M, down 3.1% from $977M the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Iron Gate Global Advisors deployed $37.4M of net new capital in Q1 2026, opening 12 new positions and adding to 42 existing holdings. Its largest new stake was BP: 8,909 shares worth $419K.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was Alphabet (Google) Class C, an estimated $2.92M trimmed.

  • Iron Gate Global Advisors's largest Q1 2026 buy was BP: 8,909 shares worth $419K.
  • Iron Gate Global Advisors added most to iShares Ultra Short Duration Bond Active ETF in Q1 2026, an estimated $8.26M increase.
  • Iron Gate Global Advisors's biggest Q1 2026 reduction was Alphabet (Google) Class C, cutting an estimated $2.92M.
  • Iron Gate Global Advisors fully exited Direxion Daily S&P 500 Bull 3x ETF in Q1 2026, selling an estimated $372K.
  • Iron Gate Global Advisors's ten largest holdings make up 69% of its $947M portfolio in Q1 2026.
  • Iron Gate Global Advisors opened 12 new positions and closed 7 in Q1 2026.
  • Iron Gate Global Advisors's portfolio value fell 3.1% quarter-over-quarter to $947M.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.