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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
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.07T
$95.7M 9.78%
190,157
+15,151
+9% +$7.34M
AMZN icon
2
Amazon
AMZN
$2.5T
$85.2M 8.7%
387,343
-870
-0.2% -$197K
META icon
3
Meta Platforms (Facebook)
META
$1.51T
$84M 8.58%
114,662
-2,574
-2% -$1.92M
AAPL icon
4
Apple
AAPL
$4.89T
$76.7M 7.84%
300,997
-9,705
-3% -$2.19M
NVDA icon
5
NVIDIA
NVDA
$5.01T
$76.2M 7.78%
408,726
-102,954
-20% -$17.9M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.9T
$65.6M 6.7%
269,351
-8,141
-3% -$1.71M
AXP icon
7
American Express
AXP
$223B
$61.6M 6.29%
185,038
-3,906
-2% -$1.24M
MSFT icon
8
Microsoft
MSFT
$2.84T
$60M 6.13%
115,887
+307
+0.3% +$157K
UBER icon
9
Uber
UBER
$134B
$43.3M 4.42%
441,637
+499
+0.1% +$46.7K
ICSH icon
10
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
$42.8M 4.37%
843,178
+25,736
+3% +$1.3M
RTX icon
11
RTX Corp
RTX
$287B
$26.9M 2.75%
160,879
-1,501
-0.9% -$233K
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$3.91T
$25.8M 2.64%
106,238
+116
+0.1% +$24.3K
NFLX icon
13
Netflix
NFLX
$292B
$25.2M 2.57%
210,720
-2,800
-1% -$342K
V icon
14
Visa
V
$677B
$24M 2.46%
70,415
+5,204
+8% +$1.8M
HSY icon
15
Hershey
HSY
$35.4B
$22.8M 2.33%
121,799
-2,172
-2% -$395K
PANW icon
16
Palo Alto Networks
PANW
$264B
$17.1M 1.75%
84,013
+1,885
+2% +$361K
APD icon
17
Air Products & Chemicals
APD
$66.3B
$16.6M 1.7%
61,129
-405
-0.7% -$117K
PLTR icon
18
Palantir
PLTR
$295B
$16.4M 1.67%
89,969
-187
-0.2% -$30.3K
VYM icon
19
Vanguard High Dividend Yield ETF
VYM
$81.1B
$14.4M 1.47%
101,976
+8,109
+9% +$1.11M
JNJ icon
20
Johnson & Johnson
JNJ
$635B
$12.6M 1.29%
68,081
-554
-0.8% -$94.9K
SPY icon
21
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$7.17M 0.73%
+53,000
New +$34M
QQQ icon
22
CALL
Invesco QQQ Trust
QQQ
$455B
$5.96M 0.61%
+42,800
New +$24.5M
SPY icon
23
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$5.27M 0.54%
7,906
-304
-4% -$195K
VTI icon
24
Vanguard Total Stock Market ETF
VTI
$654B
$4.85M 0.5%
14,768
-115
-0.8% -$36.3K
QQQ icon
25
Invesco QQQ Trust
QQQ
$455B
$4.43M 0.45%
7,381
-66
-0.9% -$37.8K
1
2 3 4 5

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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.