13FBOX
Iron Gate Global Advisors LLC · 13F Holdings
Options Calculator Rankings

Iron Gate Global Advisors LLC

No.2716 Data as of 2026Q2
Latest AUM (Q2 2026)
$1.03B
QoQ Change Q1 2026
+$88.2M+9.3%
Holdings
109
New Buys
10
Adds
30
Reduces
27
Exits
6
Unchanged
42
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC DELBRK.B
9.71%10.05%$100.5M200,882$95.1M198,544+2,338+1.18%Add
AMAZON COM INCAMZN
9.26%8.82%$95.8M401,973$83.5M401,053+920+0.23%Add
AAlphabet Inc Class CGOOG
8.05%7.4%$83.3M235,795$70.1M244,280-8,485-3.47%Reduce
NVIDIA CORPORATIONNVDA
8.03%7.6%$83.1M415,391$72.0M412,624+2,767+0.67%Add
APPLE INCAAPL
7.75%7.5%$80.2M277,192$71.0M279,620-2,428-0.87%Reduce
META PLATFORMS INCMETA
7.23%7.38%$74.8M132,836$69.9M122,134+10,702+8.76%Add
IISHARES TRICSH
6.69%6.3%$69.2M1.4M$59.6M1.2M+190,053+16.13%Add
AMERICAN EXPRESS COAXP
5.35%5.17%$55.4M163,779$49.0M161,839+1,940+1.20%Add
MICROSOFT CORPMSFT
5.3%4.81%$54.8M147,040$45.5M122,966+24,074+19.58%Add
UBER TECHNOLOGIES INCUBER
3.38%3.65%$35.0M484,844$34.5M480,068+4,776+0.99%Add
PALO ALTOPANW
3.27%1.68%$33.8M99,117$15.9M99,354-237-0.24%Reduce
AIR PRODUCTS AND CHEMICALS IAPD
3.01%3.29%$31.2M106,414$31.2M107,265-851-0.79%Reduce
RTX CORPORATIONRTX
2.68%3.04%$27.7M145,998$28.7M149,000-3,002-2.01%Reduce
VISA INCV
2.46%2.3%$25.5M74,346$21.7M71,931+2,415+3.36%Add
VVANGUARD WHITEHALL FDSVYM
1.92%1.91%$19.8M125,484$18.1M122,013+3,471+2.84%Add
HERSHEY CO COMHSY
1.89%2.38%$19.6M111,568$22.5M108,434+3,134+2.89%Add
NETFLIX INCNFLX
1.79%2.59%$18.5M259,047$24.5M254,824+4,223+1.66%Add
JOHNSON & JOHNSONJNJ
1.68%1.77%$17.4M68,370$16.7M68,372-2-0.00%Reduce
HOME DEPOT INCHD
1.34%0.08%$13.9M39,285$745,6532,267+37,018+1,632.91%Add
PALANTIR TECHNOLOGIES INCPLTR
1.17%1.54%$12.1M103,982$14.6M99,945+4,037+4.04%Add
SSTATE STR SPDR S&P 500 ETF TSPY
0.56%0.53%$5.8M7,824$5.0M7,718+106+1.37%Add
IINVESCO QQQ TRVOO
0.55%0.47%$5.7M7,753$4.4M7,683+70+0.91%Add
GGENERAL DYNAMICS CORPVTI
0.54%0.51%$5.5M14,981$4.9M15,185-204-1.34%Reduce
CATERPILLAR INCCAT
0.53%0.39%$5.5M5,143$3.6M5,145-2-0.04%Reduce
WALMART INCWMT
0.38%0.47%$4.0M34,927$4.5M36,031-1,104-3.06%Reduce
TESLA INCTSLA
0.3%0.29%$3.1M7,481$2.8M7,449+32+0.43%Add
VVANGUARD SCOTTSDALE FDSVGSH
0.27%0.34%$2.8M48,882$3.3M55,775-6,893-12.36%Reduce
VVANGUARD INDEX FDSVUG
0.26%0.23%$2.7M30,794$2.2M5,018+25,776+513.67%Add
EATON CORP PLCETN
0.25%0.23%$2.6M6,061$2.2M6,06100.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
0.24%0.19%$2.4M2,618$1.8M1,827+791+43.30%Add
VANECK ETF TRUSTSMH
0.21%0.13%$2.2M3,300$1.3M3,30000.00%Unchanged
CATHAY GEN BANCORPCATY
0.19%0.16%$1.9M31,125$1.6M31,12500.00%Unchanged
PROCTER & GAMBLE COPG
0.18%0.2%$1.9M12,833$1.9M12,83300.00%Unchanged
BROADCOM INCAVGO
0.15%0.13%$1.5M4,028$1.2M4,008+20+0.50%Add
VVANGUARD SMALLVBR
0.12%0.12%$1.3M5,262$1.1M5,278-16-0.30%Reduce
EMERSON ELEC COEMR
0.12%0.12%$1.2M8,555$1.1M8,55500.00%Unchanged
ELI LILLY & COLLY
0.11%0.1%$1.2M989$909,190988+1+0.10%Add
JPMORGAN CHASE & COJPM
0.11%0.11%$1.2M3,617$1.0M3,555+62+1.74%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
0.11%0.08%$1.1M2,336$789,4512,33600.00%Unchanged
MERCK & CO INCMRK
0.1%0.1%$1.0M8,077$970,7358,070+7+0.09%Add
MASTERCARD INCORPORATEDMA
0.1%0.12%$1.0M1,951$1.1M2,279-328-14.39%Reduce
SNOWFLAKE INC COM SHSSNOW
0.1%0.07%$996,1133,914$681,1034,516-602-13.33%Reduce
PPG INDS INCPPG
0.1%0.09%$984,5118,117$867,5458,11700.00%Unchanged
CARRIER GLOBALCARR
0.09%0.08%$969,02713,211$743,91113,21100.00%Unchanged
CHEVRON CORPORATIONCVX
0.09%0.12%$925,2885,582$1.1M5,472+110+2.01%Add
MORGAN STANLEYMS
0.09%0.08%$917,0584,387$721,9694,38700.00%Unchanged
ASML HLDG NVASML
0.08%0.06%$799,755402$525,812398+4+1.01%Add
CROWDSTRIKE HLDGS INCCRWD
0.08%0.04%$781,4551,024$410,7111,052-28-2.66%Reduce
BERKSHIRE HATHAWAY INC CL ABRK.A
0.07%0.08%$748,8501$718,140100.00%Unchanged
SSELECT SECTOR SPDR TRXLK
0.07%0.05%$741,3133,891$489,8693,686+205+5.56%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow