Iron Gate Global Advisors LLC
CIK: 0001131181SEC EDGAR →
Portfolio Value
$976.6M
Holdings
100
As of
Q4 2025
New Positions
6
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 190,510 | $95.8M | 9.81% |
| 2 | AMAZON COM INC | 384,948 | $88.9M | 9.10% |
| 3 | ALPHABET INC | 253,587 | $79.6M | 8.15% |
| 4 | META PLATFORMS INC | 114,755 | $75.7M | 7.76% |
| 5 | APPLE INC | 277,868 | $75.5M | 7.73% |
| 6 | NVIDIA CORPORATION | 400,371 | $74.7M | 7.65% |
| 7 | AMERICAN EXPRESS CO | 164,011 | $60.7M | 6.21% |
| 8 | MICROSOFT CORP | 115,242 | $55.7M | 5.71% |
| 9 | ISHARES TR | 1,014,919 | $51.3M | 5.26% |
| 10 | UBER TECHNOLOGIES INC | 453,976 | $37.1M | 3.80% |
Quarterly Changes
New Positions (19)
$88.9M · 385K shares
$75.7M · 115K shares
$75.5M · 278K shares
$74.7M · 400K shares
$19.3M · 206K shares
$15.6M · 88K shares
$5.2M · 8K shares
$4.8M · 8K shares
$3.2M · 7K shares
$1.5M · 2K shares
$1.2M · 3K shares
$765K · 164K shares
$627K · 8K shares
$444K · 709 shares
$253K · 4K shares
$250K · 5K shares
$202K · 189 shares
$202K · 1K shares
$21K · 26K shares
Closed Positions (22)
$85.5M · 397K shares
$84.3M · 116K shares
$76.9M · 417K shares
$76.8M · 303K shares
$25.4M · 21K shares
$16.5M · 91K shares
$12.4M · 61K shares
$10.4M · 50K shares
$3.3M · 7K shares
$2.8M · 24K shares
$1.6M · 2K shares
$416K · 1K shares
$292K · 4K shares
$237K · 2K shares
$213K · 6K shares
$210K · 974 shares
$208K · 4K shares
$208K · 1K shares
$204K · 2K shares
$186K · 12K shares
$130K · 10K shares
$84K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 16 | $278.8M | 28.5% |
| Communication Services | 7 | $206.9M | 21.2% |
| Financial Services | 30 | $179.2M | 18.4% |
| Unknown | 8 | $103.4M | 10.6% |
| Consumer Cyclical | 5 | $94.0M | 9.6% |
| Industrials | 11 | $36.7M | 3.8% |
| Consumer Defensive | 6 | $29.9M | 3.1% |
| Basic Materials | 5 | $27.6M | 2.8% |
| Healthcare | 8 | $17.7M | 1.8% |
| Energy | 2 | $1.8M | 0.2% |
| Utilities | 2 | $469K | 0.0% |