Iron Gate Global Advisors LLC reported 87 positions worth $914.83M for the quarter ended Jun 30, 2026, up 8.6% on the prior quarter. It opened 9 new positions, added to 21, trimmed 22 and exited 6. Its largest holding is Berkshire Hathaway Inc at 11% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HD Home Depot, Inc. | +37.0K | +1,632.9% | $13.06M | 1.51% |
| MSFT Microsoft Corp | +24.1K | +19.6% | $8.98M | 6% |
| META Meta Platforms, Inc. | +10.7K | +8.8% | $6.03M | 8.18% |
| BRK-B Berkshire Hathaway Inc | +2,338 | +1.2% | $1.17M | 10.99% |
| V Visa Inc. | +2,415 | +3.4% | $828.56K | 2.79% |
| COST Costco Wholesale Corp | +791 | +43.3% | $739.86K | 0.268% |
| AXP American Express Co | +1,940 | +1.2% | $656.21K | 6.06% |
| NVDA Nvidia Corp | +2,767 | +0.7% | $553.65K | 9.09% |
| HSY Hershey Co | +3,134 | +2.9% | $549.86K | 2.14% |
| PLTR Palantir Technologies Inc. | +4,037 | +4.0% | $471.00K | 1.33% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -98.4K | -100.0% | $28.30M | Exited |
| GOOG Alphabet Inc. | -8,485 | -3.5% | $3.00M | 9.11% |
| XOM ExxonMobil Holdings Corp | -10.1K | -100.0% | $1.72M | Exited |
| AAPL Apple Inc. | -2,428 | -0.9% | $702.57K | 8.77% |
| RTX RTX Corp | -3,002 | -2.0% | $569.57K | 3.03% |
| T At&T Inc. | -9,155 | -100.0% | $265.40K | Exited |
| CMCSA Comcast Corp | -9,092 | -100.0% | $261.03K | Exited |
| APD Air Products & Chemicals, Inc. | -851 | -0.8% | $249.50K | 3.41% |
| NVO Novo Nordisk A S | -5,888 | -100.0% | $216.38K | Exited |
| HAL Halliburton Co | -5,411 | -100.0% | $210.97K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +796 | $462.40K | 0.051% |
| CORT Corcept Therapeutics Inc | +3,500 | $304.33K | 0.033% |
| ORKA Oruka Therapeutics, Inc. | +2,750 | $261.72K | 0.029% |
| KNX Knight-Swift Transportation Holdings Inc. | +3,209 | $249.89K | 0.027% |
| BSX Boston Scientific Corp | +5,818 | $248.31K | 0.027% |
| CSCO Cisco Systems, Inc. | +2,003 | $235.27K | 0.026% |
| CINF Cincinnati Financial Corp | +1,238 | $229.20K | 0.025% |
| LRCX Lam Research Corp | +499 | $216.23K | 0.024% |
| GBCI Glacier Bancorp, Inc. | +3,887 | $200.49K | 0.022% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 200.9K | $100.52M | 10.99% | +2,338 | +1.2% | Added | 0.01% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 402.0K | $95.81M | 10.47% | +920 | +0.2% | Added | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 235.8K | $83.31M | 9.11% | -8,485 | -3.5% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 415.4K | $83.12M | 9.09% | +2,767 | +0.7% | Added | 0% |
| 5 | AAPL Apple Inc. | Technology | 277.2K | $80.21M | 8.77% | -2,428 | -0.9% | Reduced | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 132.8K | $74.82M | 8.18% | +10.7K | +8.8% | Added | 0.01% |
| 7 | AXP American Express Co | Financial Services | 163.8K | $55.40M | 6.06% | +1,940 | +1.2% | Added | 0.02% |
| 8 | MSFT Microsoft Corp | Technology | 147.0K | $54.85M | 6% | +24.1K | +19.6% | Added | 0% |
| 9 | UBER Uber Technologies, Inc | Technology | 484.8K | $34.99M | 3.82% | +4,776 | +1.0% | Added | 0.02% |
| 10 | PANW Palo Alto Networks Inc | Technology | 99.1K | $33.80M | 3.69% | -237 | -0.2% | Reduced | 0.01% |
| 11 | APD Air Products & Chemicals, Inc. | Basic Materials | 106.4K | $31.20M | 3.41% | -851 | -0.8% | Reduced | 0.05% |
| 12 | RTX RTX Corp | Industrials | 146.0K | $27.70M | 3.03% | -3,002 | -2.0% | Reduced | 0.01% |
| 13 | V Visa Inc. | Financial Services | 74.3K | $25.51M | 2.79% | +2,415 | +3.4% | Added | 0% |
| 14 | HSY Hershey Co | Consumer Staples | 111.6K | $19.57M | 2.14% | +3,134 | +2.9% | Added | 0.06% |
| 15 | NFLX Netflix Inc | Technology | 259.0K | $18.50M | 2.02% | +4,223 | +1.7% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Iron Gate Global Advisors.
As of its Q2 2026 13F filing, Iron Gate Global Advisors LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 11.0%, Amazon Com Inc (AMZN) at 10.5%, Alphabet Inc. (GOOG) at 9.1%, Nvidia Corp (NVDA) at 9.1%, Apple Inc. (AAPL) at 8.8% of the reported portfolio.
Iron Gate Global Advisors LLC reported a 13F portfolio worth $914.83M across 87 positions for Q2 2026. That is up 8.6% from the previous quarter.
Its largest purchases by value were Home Depot, Inc. ($13.06M), Microsoft Corp ($8.98M), Meta Platforms, Inc. ($6.03M). It opened 9 new positions.
Its largest sales by value were Alphabet Inc. ($28.30M), Alphabet Inc. ($3.00M), ExxonMobil Holdings Corp ($1.72M). It exited 6 positions entirely.
From the Form 13F-HR reports Iron Gate Global Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.