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Disclosery

13F-HR filed by Iron Gate Global Advisors LLC

Iron Gate Global Advisors LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 105 holding rows worth $946,670,409.

Accession
0001131181-26-000002
Filer
CIK 1131181
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 105 entries on the cover page, a total value of $946,670,409 stated on the cover page (in dollars after the unit check, H1), rows summing to $946,670,409 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 Inc084670702COM198,544$95,142,373dollars as filed
Amazon.com, Inc023135106COM401,053$83,543,330dollars as filed
NVIDIA Corp67066G104COM412,624$71,980,210dollars as filed
Apple Inc037833100COM279,620$70,964,640dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM244,280$70,083,847dollars as filed
META PLATFORMS INC CL A30303M102COM122,134$69,876,712dollars as filed
BlackRock Ultra Short-Term Bond ETF46434V878SHS1,178,093$59,635,057dollars as filed
American Express Company025816109COM161,839$48,953,113dollars as filed
Microsoft Corp594918104COM122,966$45,518,489dollars as filed
Uber Technologies90353T100COM480,068$34,531,291dollars as filed
AIR PRODS & CHEMS INC009158106COM107,265$31,159,291dollars as filed
Raytheon Technologies Corporation75513E101COM149,000$28,742,111dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM98,403$28,296,735dollars as filed
Netflix, Inc64110L106COM254,824$24,493,693dollars as filed
HERSHEY CO COM427866108Stock108,434$22,542,270dollars as filed
Visa Inc92826C839COM71,931$21,740,279dollars as filed
Vanguard High Dividend Yield ETF921946406SHS122,013$18,070,053dollars as filed
Johnson & Johnson478160104COM68,372$16,712,758dollars as filed
PALO ALTO NETWORKS INC697435105COM99,354$15,928,433dollars as filed
Palantir Technologies Inc. Class A69608A108COM99,945$14,619,955dollars as filed
SPY78462F103SHS7,718$5,019,184dollars as filed
VTI922908769COM15,185$4,871,622dollars as filed
Walmart Inc.931142103COM36,031$4,477,567dollars as filed
INVESCO QQQ TR46090E103COM7,683$4,435,546dollars as filed
Caterpillar Inc.149123101COM5,145$3,644,844dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS55,775$3,265,040dollars as filed
Tesla Motors, Inc88160R101COM7,449$2,767,750dollars as filed
Vanguard Growth922908736COM5,018$2,191,637dollars as filed
Eaton Corp. PlcG29183103COM6,061$2,167,838dollars as filed
Procter & Gamble Co742718109COM12,833$1,853,527dollars as filed
Costco Wholesale Corporation22160K105COM1,827$1,820,734dollars as filed
EXXON MOBIL CORP30231G102COM10,130$1,718,656dollars as filed
CATHAY GEN BANCORP149150104COM31,125$1,551,893dollars as filed
VANECK ETF TRUST92189F676COM3,300$1,265,220dollars as filed
Broadcom Inc.11135F101COM4,008$1,241,117dollars as filed
Vanguard Small-Cap Value ETF922908611SHS5,278$1,146,644dollars as filed
MasterCard, Inc57636Q104COM2,279$1,138,792dollars as filed
Chevron Corporation166764100COM5,472$1,132,157dollars as filed
EMERSON ELEC CO COM291011104Stock8,555$1,120,876dollars as filed
JPMorgan Chase & Co46625H100COM3,555$1,045,739dollars as filed
Merck & Co.,Inc.58933Y105COM8,070$970,735dollars as filed
Eli Lilly and Company532457108COM988$909,190dollars as filed
PPG INDS INC COM693506107Stock8,117$867,545dollars as filed
McDonalds Corporation580135101COM2,596$806,718dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,336$789,451dollars as filed
PepsiCo,Inc.713448108COM4,836$751,030dollars as filed
Home Depot, Inc437076102COM2,267$745,653dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock13,211$743,911dollars as filed
Morgan Stanley617446448COM4,387$721,969dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$718,140dollars as filed
SNOWFLAKE INC COM SHS833445109Stock4,516$681,103dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM8,338$660,935dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,452$624,781dollars as filed
Deere & Company244199105COM1,030$580,199dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock9,514$559,233dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK398$525,812dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock6,630$511,040dollars as filed
ANGEL STUDIOS INC. CL A COM034948109Stock163,926$499,974dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,686$489,869dollars as filed
Bank of America Corp060505104COM9,334$455,033dollars as filed
HEALTHEQUITY INC COM42226A107Stock5,413$452,364dollars as filed
ALLSTATE CORP COM020002101Stock2,180$452,001dollars as filed
Vanguard S&P 500 ETF922908363COM719$429,518dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS9,269$425,336dollars as filed
BP PLC SPONSORED ADR055622104ADR8,909$418,723dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS632$412,829dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,052$410,711dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,678$390,827dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR3,250$354,185dollars as filed
Bristol-Myers Squibb Company110122108COM5,760$349,344dollars as filed
YUM BRANDS INC COM988498101Stock2,192$340,754dollars as filed
NEWMONT CORP651639106COM3,062$331,462dollars as filed
AbbVie,Inc.00287Y109COM1,493$324,713dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,462$320,207dollars as filed
FRANCO NEV CORP COM351858105Stock1,287$317,953dollars as filed
Pfizer Inc.717081103COM11,134$312,647dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS3,692$305,513dollars as filed
GSK PLC SPONSORED ADR37733W204ADR5,429$299,627dollars as filed
CUMMINS INC COM231021106Stock548$295,052dollars as filed
SEMPRA COM816851109Stock3,000$291,510dollars as filed
Intuitive Surgical,Inc.46120E602COM631$290,885dollars as filed
Oracle Corporation68389X105COM1,944$285,922dollars as filed
GE Vernova Inc.36828A101COM314$274,091dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS1,869$274,014dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock302$270,362dollars as filed
Goldman Sachs Group,Inc.38141G104COM319$269,871dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock1,073$268,872dollars as filed
AT&T Inc00206R102COM9,155$265,400dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock1,250$261,275dollars as filed
Comcast Corp20030N101COM9,092$261,031dollars as filed
General Electric Company369604301COM919$260,785dollars as filed
Chubb LimitedH1467J104COM781$254,551dollars as filed
HANCOCK WHITNEY CORPORATION410120109COM3,828$243,423dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,400$231,528dollars as filed
ISHARES TR464287168COM1,511$228,705dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS2,956$226,252dollars as filed
ROYAL BK CDA COM780087102Stock1,381$223,418dollars as filed
HOWMET AEROSPACE INC COM443201108Stock955$220,089dollars as filed
NOVO-NORDISK A S ADR670100205ADR5,888$216,384dollars as filed
HALLIBURTON CO COM406216101Stock5,411$210,975dollars as filed
MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS606822104ADR10,285$174,536dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR19,336$97,260dollars as filed
LIBERTY ALL STAR GROWTH FUND I529900102COM10,056$47,766dollars as filed
PDS BIOTECHNOLOGY CORP70465T107COM75,022$45,388dollars as filed
MICROVISION INC DEL594960304COM NEW14,046$9,006dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001131181-26-000002this filing2026-05-15acceptance time not in the bulk data set