Iron Gate Global Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Iron Gate Global Advisors LLC held in its portfolio 99 assets valued at $976,620,796 (i.e. $976.62M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($95.76M), AMAZON COM INC ($88.86M), and ALPHABET INC ($79.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 99 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Iron Gate Global Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 190510 | 95759944 | CL B NEW |
| AMAZON COM INC | 384948 | 88854626 | COM |
| ALPHABET INC | 253587 | 79575808 | CAP STK CL C |
| META PLATFORMS INC | 114755 | 75749320 | CL A |
| APPLE INC | 277868 | 75541651 | COM |
| NVIDIA CORPORATION | 400371 | 74669408 | COM |
| AMERICAN EXPRESS CO | 164011 | 60676537 | COM |
| MICROSOFT CORP | 115242 | 55733730 | COM |
| ISHARES TR | 1014919 | 51334603 | ULTRA SHORT DUR |
| UBER TECHNOLOGIES INC | 453976 | 37094619 | COM |
| ALPHABET INC | 99017 | 30992300 | CAP STK CL A |
| RTX CORPORATION | 153688 | 28186382 | COM |
| AIR PRODS & CHEMS INC | 105054 | 25950826 | COM |
| VISA INC | 69839 | 24493353 | COM CL A |
| HERSHEY CO | 119482 | 21743307 | COM |
| NETFLIX INC | 206192 | 19332568 | COM |
| VANGUARD WHITEHALL FDS | 112933 | 16208184 | HIGH DIV YLD |
| PALANTIR TECHNOLOGIES INC | 87531 | 15558845 | CL A |
| PALO ALTO NETWORKS INC | 82717 | 15236681 | COM |
| JOHNSON & JOHNSON | 68110 | 14095285 | COM |
| SPDR S&P 500 ETF TR | 7668 | 5229286 | TR UNIT |
| VANGUARD INDEX FDS | 14748 | 4944464 | TOTAL STK MKT |
| INVESCO QQQ TR | 7748 | 4759383 | UNIT SER 1 |
| WALMART INC | 34474 | 3840720 | COM |
| TESLA INC | 7225 | 3249227 | COM |
| CATERPILLAR INC | 4474 | 2562872 | COM |
| VANGUARD INDEX FDS | 5237 | 2554727 | GROWTH ETF |
| EATON CORP PLC | 6063 | 1931126 | SHS |
| VANGUARD SCOTTSDALE FDS | 32045 | 1882146 | SHORT TERM TREAS |
| PROCTER AND GAMBLE CO | 12859 | 1842752 | COM |
| CATHAY GEN BANCORP | 31125 | 1506139 | COM |
| COSTCO WHSL CORP NEW | 1698 | 1464381 | COM |
| SNOWFLAKE INC | 6173 | 1354128 | COM SHS |
| MASTERCARD INCORPORATED | 2299 | 1312632 | CL A |
| VANECK ETF TRUST | 3300 | 1188429 | SEMICONDUCTR ETF |
| ELI LILLY & CO | 1063 | 1142892 | COM |
| EMERSON ELEC CO | 8559 | 1135950 | COM |
| EXXON MOBIL CORP | 9436 | 1135528 | COM |
| VANGUARD INDEX FDS | 5278 | 1117826 | SM CP VAL ETF |
| BROADCOM INC | 3100 | 1072910 | COM |
| MCDONALDS CORP | 2940 | 898491 | COM |
| SPDR GOLD TR | 2147 | 850878 | GOLD SHS |
| MERCK & CO INC | 7997 | 841787 | COM |
| PPG INDS INC | 8117 | 831668 | COM |
| ANGEL STUDIOS INC | 163926 | 765534 | CL A COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| JPMORGAN CHASE & CO. | 2252 | 725639 | COM |
| PEPSICO INC | 5050 | 724784 | COM |
| CHEVRON CORP NEW | 4590 | 699562 | COM |
| CARRIER GLOBAL CORPORATION | 13211 | 698069 | COM |
| HOME DEPOT INC | 1961 | 674921 | COM |
| HEALTHEQUITY INC | 6949 | 636603 | COM |
| VANGUARD SCOTTSDALE FDS | 7867 | 627268 | SHRT TRM CORP BD |
| SPDR SERIES TRUST | 5634 | 609800 | STATE STREET SPD |
| CROWDSTRIKE HLDGS INC | 1274 | 597200 | CL A |
| OTIS WORLDWIDE CORP | 6630 | 579131 | COM |
| SELECT SECTOR SPDR TR | 3736 | 537872 | STATE STREET TEC |
| DEERE & CO | 1043 | 485590 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1564 | 475284 | SPONSORED ADS |
| ALLSTATE CORP | 2180 | 453767 | COM |
| VANGUARD INDEX FDS | 709 | 444662 | S&P 500 ETF SHS |
| BANK AMERICA CORP | 7685 | 422673 | COM |
| ISHARES TR | 616 | 421923 | CORE S&P500 ETF |
| MORGAN STANLEY | 2367 | 420214 | COM NEW |
| SELECT SECTOR SPDR TR | 9595 | 409593 | STATE STREET UTI |
| SELECT SECTOR SPDR TR | 3250 | 388083 | STATE STREET CON |
| DIREXION SHS ETF TR | 1686 | 371948 | DRX S&P500BULL |
| ORACLE CORP | 1842 | 358929 | COM |
| SALESFORCE INC | 1353 | 358456 | COM |
| YUM BRANDS INC | 2192 | 331550 | COM |
| ABBVIE INC | 1430 | 326741 | COM |
| NEWMONT CORP | 3211 | 320618 | COM |
| ETFS GOLD TR | 7790 | 320013 | PHYSCL GOLD SHS |
| BRISTOL-MYERS SQUIBB CO | 5791 | 312367 | COM |
| REPUBLIC SVCS INC | 1462 | 309842 | COM |
| VANGUARD SCOTTSDALE FDS | 3642 | 305018 | INT-TERM CORP |
| FRANCO NEV CORP | 1437 | 297861 | COM |
| SELECT SECTOR SPDR TR | 1889 | 292417 | STATE STREET HEA |
| TE CONNECTIVITY PLC | 1256 | 285753 | ORD SHS |
| GE AEROSPACE | 925 | 284928 | COM NEW |
| CUMMINS INC | 550 | 280913 | COM |
| PFIZER INC | 11123 | 276962 | COM |
| PARKER-HANNIFIN CORP | 305 | 268083 | COM |
| COMCAST CORP NEW | 8956 | 267695 | CL A |
| SEMPRA | 3000 | 264870 | COM |
| ISHARES SILVER TR | 3930 | 253171 | ISHARES |
| FREEPORT-MCMORAN INC | 4926 | 250192 | CL B |
| CHUBB LIMITED | 790 | 246575 | COM |
| HANCOCK WHITNEY CORPORATION | 3828 | 243767 | COM |
| KIMBERLY-CLARK CORP | 2400 | 242136 | COM |
| AT&T INC | 9238 | 229480 | COM |
| TPG INC | 3500 | 223440 | COM CL A |
| ISHARES TR | 1511 | 213192 | SELECT DIVID ETF |
| GE VERNOVA INC | 314 | 205221 | COM |
| TRIP COM GROUP LTD | 2830 | 203505 | ADS |
| ASML HOLDING N V | 189 | 202204 | N Y REGISTRY SHS |
| CINCINNATI FINL CORP | 1238 | 202190 | COM |
| PDS BIOTECHNOLOGY CORP | 75016 | 57747 | COM |
| MICROVISION INC DEL | 26230 | 21721 | COM NEW |
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