13F-HR/A filed by Iron Gate Global Advisors LLC
Iron Gate Global Advisors LLC filed this 13F-HR/A for the quarter ended 2025-03-31, filed 2025-05-27, with 95 holding rows worth $725,475,331.
- Accession
- 0001085146-25-003400
- Filer
- CIK 1131181
- Filed
- 2025-05-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, amendment of type restatement, 95 entries on the cover page, a total value of $725,475,331 stated on the cover page (in dollars after the unit check, H1), rows summing to $725,475,331 with VALUE read as dollars as filed, 13F file number 028-18139. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 173,312 | $92,302,604 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 354,848 | $67,513,380 | dollars as filed | |
| Apple Inc | 037833100 | COM | 294,699 | $65,461,467 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 99,556 | $57,380,296 | dollars as filed | |
| American Express Company | 025816109 | COM | 164,288 | $44,201,525 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 110,848 | $41,611,210 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 245,416 | $38,341,347 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 685,227 | $34,741,009 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 317,389 | $34,400,555 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 410,792 | $29,930,305 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 30,403 | $28,351,710 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 62,890 | $22,040,466 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 158,637 | $21,013,057 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 117,912 | $20,166,500 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 53,185 | $15,685,389 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 96,640 | $14,944,345 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 68,301 | $11,327,010 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 86,212 | $11,117,884 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 54,843 | $8,015,853 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,292 | $6,334,909 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 62,258 | $5,254,575 | dollars as filed | |
| VTI | 922908769 | COM | 14,889 | $4,092,012 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 43,267 | $3,808,347 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 7,734 | $3,632,249 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 16,387 | $2,792,748 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 3,465 | $1,899,213 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 11,118 | $1,861,487 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 4,928 | $1,827,380 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 6,011 | $1,633,970 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 17,723 | $1,566,182 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,638 | $1,549,203 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 4,488 | $1,480,057 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,024 | $1,474,827 | dollars as filed | |
| CATHAY GEN BANCORP | 149150104 | COM | 31,126 | $1,339,334 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 8,484 | $1,272,076 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 18,579 | $1,090,427 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,471 | $1,084,292 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 8,805 | $1,047,179 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 12,264 | $1,002,705 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 5,200 | $968,707 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 8,624 | $945,535 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 8,117 | $887,594 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 13,407 | $850,004 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $798,442 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,763 | $796,802 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,040 | $745,712 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 7,971 | $722,147 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,458 | $708,248 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 6,728 | $694,330 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 3,171 | $670,571 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,383 | $617,578 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,360 | $479,509 | dollars as filed | |
| Deere & Company | 244199105 | COM | 980 | $461,551 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,709 | $458,628 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 2,180 | $453,593 | dollars as filed | |
| FS KKR CAP CORP | 302635206 | COM | 19,565 | $423,571 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 4,371 | $400,952 | dollars as filed | |
| CORCEPT THERAPEUTICS INC | 218352102 | COM | 3,500 | $399,770 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 4,898 | $386,176 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 2,421 | $380,910 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,760 | $351,302 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,400 | $344,352 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 669 | $343,806 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 12,697 | $321,738 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 1,625 | $320,873 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 8,564 | $316,024 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 2,300 | $312,064 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 528 | $296,683 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,430 | $295,266 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 355 | $293,523 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 6,379 | $289,352 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,889 | $275,813 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,524 | $254,009 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 1,747 | $245,261 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,097 | $244,657 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,160 | $243,043 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,729 | $241,675 | dollars as filed | |
| FRANCO NEV CORP COM | 351858105 | Stock | 1,477 | $232,716 | dollars as filed | |
| ETFS GOLD TR | 00326A104 | PHYSCL GOLD SHS | 7,328 | $218,521 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 3,015 | $217,095 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 7,670 | $216,901 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 156 | $215,793 | dollars as filed | |
| GLACIER BANCORP INC NEW | 37637Q105 | COM | 4,830 | $213,583 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 5,426 | $205,428 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 4,072 | $204,089 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,511 | $202,845 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 5,055 | $201,796 | dollars as filed | |
| HANCOCK WHITNEY CORPORATION | 410120109 | COM | 3,828 | $200,779 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 212,700 | $153,569 | dollars as filed | put |
| PDS BIOTECHNOLOGY CORP | 70465T107 | COM | 75,016 | $89,269 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 10,600 | $35,828 | dollars as filed | |
| API GROUP CORP COM STK | 00187Y100 | Stock | 60,000 | $21,456 | dollars as filed | put |
| WW INTL INC | 98262P101 | COM | 17,250 | $9,015 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 20,000 | $5,670 | dollars as filed | call |
| SOLO BRANDS INC | 83425V104 | COM CL A | 12,650 | $2,123 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-003210 | superseded | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001085146-25-003400 | this filing | 2025-05-27 | acceptance time not in the bulk data set |