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13F-HR filed by Iron Gate Global Advisors LLC

Iron Gate Global Advisors LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 100 holding rows worth $976,620,796.

Accession
0001131181-26-000001
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 100 entries on the cover page, a total value of $976,620,796 stated on the cover page (in dollars after the unit check, H1), rows summing to $976,620,796 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 filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM190,510$95,759,944dollars as filed
Amazon.com, Inc023135106COM384,948$88,854,626dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM253,587$79,575,808dollars as filed
META PLATFORMS INC CL A30303M102COM114,755$75,749,320dollars as filed
Apple Inc037833100COM277,868$75,541,651dollars as filed
NVIDIA Corp67066G104COM400,371$74,669,408dollars as filed
American Express Company025816109COM164,011$60,676,537dollars as filed
Microsoft Corp594918104COM115,242$55,733,730dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS1,014,919$51,334,603dollars as filed
Uber Technologies90353T100COM453,976$37,094,619dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM99,017$30,992,300dollars as filed
Raytheon Technologies Corporation75513E101COM153,688$28,186,382dollars as filed
AIR PRODS & CHEMS INC009158106COM105,054$25,950,826dollars as filed
Visa Inc92826C839COM69,839$24,493,353dollars as filed
HERSHEY CO COM427866108Stock119,482$21,743,307dollars as filed
Netflix, Inc64110L106COM206,192$19,332,568dollars as filed
Vanguard High Dividend Yield ETF921946406SHS112,933$16,208,184dollars as filed
Palantir Technologies Inc. Class A69608A108COM87,531$15,558,845dollars as filed
PALO ALTO NETWORKS INC697435105COM82,717$15,236,681dollars as filed
Johnson & Johnson478160104COM68,110$14,095,285dollars as filed
SPY78462F103SHS7,668$5,229,286dollars as filed
VTI922908769COM14,748$4,944,464dollars as filed
INVESCO QQQ TR46090E103COM7,748$4,759,383dollars as filed
Walmart Inc.931142103COM34,474$3,840,720dollars as filed
Tesla Motors, Inc88160R101COM7,225$3,249,227dollars as filed
Caterpillar Inc.149123101COM4,474$2,562,872dollars as filed
Vanguard Growth922908736COM5,237$2,554,727dollars as filed
Eaton Corp. PlcG29183103COM6,063$1,931,126dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS32,045$1,882,146dollars as filed
Procter & Gamble Co742718109COM12,859$1,842,752dollars as filed
CATHAY GEN BANCORP149150104COM31,125$1,506,139dollars as filed
Costco Wholesale Corporation22160K105COM1,698$1,464,381dollars as filed
SNOWFLAKE INC COM SHS833445109Stock6,173$1,354,128dollars as filed
MasterCard, Inc57636Q104COM2,299$1,312,632dollars as filed
VANECK ETF TRUST92189F676COM3,300$1,188,429dollars as filed
Eli Lilly and Company532457108COM1,063$1,142,892dollars as filed
EMERSON ELEC CO COM291011104Stock8,559$1,135,950dollars as filed
EXXON MOBIL CORP30231G102COM9,436$1,135,528dollars as filed
Vanguard Small-Cap Value ETF922908611SHS5,278$1,117,826dollars as filed
Broadcom Inc.11135F101COM3,100$1,072,910dollars as filed
McDonalds Corporation580135101COM2,940$898,491dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,147$850,878dollars as filed
Merck & Co.,Inc.58933Y105COM7,997$841,787dollars as filed
PPG INDS INC COM693506107Stock8,117$831,668dollars as filed
ANGEL STUDIOS INC. CL A COM034948109Stock163,926$765,534dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,800dollars as filed
JPMorgan Chase & Co46625H100COM2,252$725,639dollars as filed
PepsiCo,Inc.713448108COM5,050$724,784dollars as filed
Chevron Corporation166764100COM4,590$699,562dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock13,211$698,069dollars as filed
Home Depot, Inc437076102COM1,961$674,921dollars as filed
HEALTHEQUITY INC COM42226A107Stock6,949$636,603dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM7,867$627,268dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,274$597,200dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock6,630$579,131dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,736$537,872dollars as filed
Deere & Company244199105COM1,043$485,590dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,564$475,284dollars as filed
ALLSTATE CORP COM020002101Stock2,180$453,767dollars as filed
Vanguard S&P 500 ETF922908363COM709$444,662dollars as filed
Bank of America Corp060505104COM7,685$422,673dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS616$421,923dollars as filed
Morgan Stanley617446448COM2,367$420,214dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS9,595$409,593dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR3,250$388,083dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,678$372,670dollars as filed
DIREXION SHARES ETF TRUST25459W862DA 500 BU 3X ETF1,686$371,948dollars as filed
Oracle Corporation68389X105COM1,842$358,929dollars as filed
Salesforce.com, Inc79466L302COM1,353$358,456dollars as filed
YUM BRANDS INC COM988498101Stock2,192$331,550dollars as filed
AbbVie,Inc.00287Y109COM1,430$326,741dollars as filed
NEWMONT CORP651639106COM3,211$320,618dollars as filed
ETFS GOLD TR00326A104PHYSCL GOLD SHS7,790$320,013dollars as filed
Bristol-Myers Squibb Company110122108COM5,791$312,367dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,462$309,842dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS3,642$305,018dollars as filed
FRANCO NEV CORP COM351858105Stock1,437$297,861dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS1,889$292,417dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock1,256$285,753dollars as filed
General Electric Company369604301COM925$284,928dollars as filed
CUMMINS INC COM231021106Stock550$280,913dollars as filed
Pfizer Inc.717081103COM11,123$276,962dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock305$268,083dollars as filed
Comcast Corp20030N101COM8,956$267,695dollars as filed
SEMPRA COM816851109Stock3,000$264,870dollars as filed
iShares Silver Trust46428Q109COM3,930$253,171dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock4,926$250,192dollars as filed
Chubb LimitedH1467J104COM790$246,575dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM3,828$243,767dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,400$242,136dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,956$237,130dollars as filed
AT&T Inc00206R102COM9,238$229,480dollars as filed
TPG INC COM CL A872657101Stock3,500$223,440dollars as filed
ISHARES TR464287168COM1,511$213,192dollars as filed
GE Vernova Inc.36828A101COM314$205,221dollars as filed
TRIP COM GROUP LTD ADS89677Q107ADR2,830$203,505dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK189$202,204dollars as filed
CINCINNATI FINL CORP COM172062101Stock1,238$202,190dollars as filed
PDS BIOTECHNOLOGY CORP70465T107COM75,016$57,747dollars as filed
MICROVISION INC DEL594960304COM NEW26,230$21,721dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001131181-26-000001this filing2026-02-17acceptance time not in the bulk data set