EdgeMarket › What Iron Gate Global Advisors Llc reported owning
What Iron Gate Global Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
946.7MPositions
105Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| unmapped CUSIP 084670702 | 95.1M | 10.1% | 198.5K | — | — |
| AMZN AMAZON COM INC | 83.5M | 8.8% | 401.1K | 258.63 | +15.6% |
| NVDA NVIDIA CORP | 72.0M | 7.6% | 412.6K | 214.72 | +22.4% |
| AAPL Apple Inc. | 71.0M | 7.5% | 279.6K | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 70.1M | 7.4% | 244.3K | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 69.9M | 7.4% | 122.1K | 549.90 | -26.5% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 59.6M | 6.3% | 1.2M | 50.53 | -0.3% |
| AXP AMERICAN EXPRESS CO | 49.0M | 5.2% | 161.8K | 336.00 | +8.9% |
| MSFT MICROSOFT CORP | 45.5M | 4.8% | 123.0K | 483.24 | -4.4% |
| UBER Uber Technologies, Inc | 34.5M | 3.6% | 480.1K | 78.80 | -15.9% |
| APD Air Products & Chemicals, Inc. | 31.2M | 3.3% | 107.3K | 305.10 | +4.4% |
| RTX RTX Corp | 28.7M | 3.0% | 149.0K | 209.91 | +34.1% |
| GOOGL Alphabet Inc. | 28.3M | 3.0% | 98.4K | 344.82 | +73.0% |
| NFLX NETFLIX INC | 24.5M | 2.6% | 254.8K | 79.59 | -34.4% |
| HSY HERSHEY CO | 22.5M | 2.4% | 108.4K | 186.46 | +2.7% |
| V VISA INC. | 21.7M | 2.3% | 71.9K | 371.04 | +7.9% |
| VYM Vanguard High Dividend Yield ETF | 18.1M | 1.9% | 122.0K | 164.97 | +19.9% |
| JNJ JOHNSON & JOHNSON | 16.7M | 1.8% | 68.4K | 270.24 | +51.1% |
| PANW Palo Alto Networks Inc | 15.9M | 1.7% | 99.4K | 357.87 | +94.0% |
| PLTR Palantir Technologies Inc. | 14.6M | 1.5% | 99.9K | 179.94 | +15.3% |
| SPY SPDR S&P 500 ETF TRUST | 5.0M | 0.5% | 7.7K | 765.72 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 4.9M | 0.5% | 15.2K | 378.24 | +20.5% |
| WMT Walmart Inc. | 4.5M | 0.5% | 36.0K | 103.70 | +1.1% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 4.4M | 0.5% | 7.7K | 713.44 | +26.1% |
| CAT CATERPILLAR INC | 3.6M | 0.4% | 5.1K | 827.90 | +96.8% |
| VGSH Vanguard Short-Term Treasury ETF | 3.3M | 0.3% | 55.8K | 58.13 | -0.9% |
| TSLA Tesla, Inc. | 2.8M | 0.3% | 7.4K | 362.86 | +12.0% |
| VUG Vanguard Morningstar Growth ETF | 2.2M | 0.2% | 5.0K | 87.50 | +15.9% |
| ETN Eaton Corp plc | 2.2M | 0.2% | 6.1K | 419.20 | +21.1% |
| PG PROCTER & GAMBLE Co | 1.9M | 0.2% | 12.8K | 144.68 | -9.3% |
| COST COSTCO WHOLESALE CORP /NEW | 1.8M | 0.2% | 1.8K | 947.74 | -4.7% |
| XOM ExxonMobil Holdings Corp | 1.7M | 0.2% | 10.1K | 165.11 | +52.1% |
| CATY CATHAY GENERAL BANCORP | 1.6M | 0.2% | 31.1K | 62.30 | +30.5% |
| SMH VanEck Semiconductor ETF | 1.3M | 0.1% | 3.3K | 560.42 | +93.9% |
| AVGO Broadcom Inc. | 1.2M | 0.1% | 4.0K | 368.45 | +26.5% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 1.1M | 0.1% | 5.3K | 249.18 | +22.7% |
| MA Mastercard Inc | 1.1M | 0.1% | 2.3K | 580.63 | -2.0% |
| CVX CHEVRON CORP | 1.1M | 0.1% | 5.5K | 205.27 | +34.0% |
| EMR EMERSON ELECTRIC CO | 1.1M | 0.1% | 8.6K | 157.26 | +20.1% |
| JPM JPMORGAN CHASE & CO | 1.0M | 0.1% | 3.6K | 351.58 | +20.3% |
| MRK Merck & Co., Inc. | 970.7K | 0.1% | 8.1K | 152.55 | +80.2% |
| LLY ELI LILLY & Co | 909.2K | 0.1% | 988 | 1,255.40 | +78.0% |
| PPG PPG INDUSTRIES INC | 867.5K | 0.1% | 8.1K | 113.63 | +1.4% |
| MCD MCDONALDS CORP | 806.7K | 0.1% | 2.6K | 270.95 | -13.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 789.5K | 0.1% | 2.3K | 418.95 | +83.3% |
| PEP PEPSICO INC | 751.0K | 0.1% | 4.8K | 143.48 | -4.8% |
| HD HOME DEPOT, INC. | 745.7K | 0.1% | 2.3K | 335.61 | -16.5% |
| CARR CARRIER GLOBAL Corp | 743.9K | 0.1% | 13.2K | 60.37 | -9.7% |
| MS MORGAN STANLEY | 722.0K | 0.1% | 4.4K | 214.20 | +48.6% |
| unmapped CUSIP 084670108 | 718.1K | 0.1% | 1 | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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