Filed: 2/13/2025ACC: 0001085146-25-001344
📋 What this filing means
IRON GATE GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $708.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$708.89M
Total AUM (reported)
3.76M
Total Shares
Allocation by class
COM$418.10M59.0%
CL B NEW$76.90M10.8%
CL A$72.79M10.3%
CAP STK CL C$38.83M5.5%
ULTRA SHORT-TERM$29.58M4.2%
COM CL A$19.01M2.7%
CAP STK CL A$17.25M2.4%
Portfolio Concentration
Top 3$223.45M31.5%
4–10$286.15M40.4%
11–25$151.69M21.4%
Rest$47.61M6.7%
Top 3 weight
31.5%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 3.76M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.76M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings87
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares169.66K
TypeSH
Market value$76.90M
10.85%
Sole
0.00
Shared
0.00
None
169.66K
APPLE INC
SOLEShares296.23K
TypeSH
Market value$74.08M
10.45%
Sole
0.00
Shared
0.00
None
296.23K
AMAZON COM INC
SOLEShares330.24K
TypeSH
Market value$72.47M
10.22%
Sole
0.00
Shared
0.00
None
330.24K
META PLATFORMS INC
SOLEShares101.30K
TypeSH
Market value$59.40M
8.38%
Sole
0.00
Shared
0.00
None
101.30K
AMERICAN EXPRESS CO
SOLEShares165.17K
TypeSH
Market value$49.04M
6.92%
Sole
0.00
Shared
0.00
None
165.17K
MICROSOFT CORP
SOLEShares107.17K
TypeSH
Market value$45.17M
6.37%
Sole
0.00
Shared
0.00
None
107.17K
ALPHABET INC
SOLEShares203.60K
TypeSH
Market value$38.83M
5.48%
Sole
0.00
Shared
0.00
None
203.60K
NVIDIA CORPORATION
SOLEShares262.93K
TypeSH
Market value$36.14M
5.10%
Sole
0.00
Shared
0.00
None
262.93K
ISHARES TR
SOLEShares586.48K
TypeSH
Market value$29.58M
4.17%
Sole
0.00
Shared
0.00
None
586.48K
NETFLIX INC
SOLEShares31.40K
TypeSH
Market value$27.99M
3.95%
Sole
0.00
Shared
0.00
None
31.40K
VISA INC
SOLEShares59.41K
TypeSH
Market value$18.77M
2.65%
Sole
0.00
Shared
0.00
None
59.41K
RTX CORPORATION
SOLEShares162.22K
TypeSH
Market value$18.76M
2.65%
Sole
0.00
Shared
0.00
None
162.22K
UBER TECHNOLOGIES INC
SOLEShares303.51K
TypeSH
Market value$18.34M
2.59%
Sole
0.00
Shared
0.00
None
303.51K
ALPHABET INC
SOLEShares91.14K
TypeSH
Market value$17.25M
2.43%
Sole
0.00
Shared
0.00
None
91.14K
AIR PRODS & CHEMS INC
SOLEShares52.99K
TypeSH
Market value$15.37M
2.17%
Sole
0.00
Shared
0.00
None
52.99K
HERSHEY CO
SOLEShares75.42K
TypeSH
Market value$12.77M
1.80%
Sole
0.00
Shared
0.00
None
75.42K
JOHNSON & JOHNSON
SOLEShares68.55K
TypeSH
Market value$9.91M
1.40%
Sole
0.00
Shared
0.00
None
68.55K
VANGUARD WHITEHALL FDS
SOLEShares75.68K
TypeSH
Market value$9.66M
1.36%
Sole
0.00
Shared
0.00
None
75.68K
SNOWFLAKE INC
SOLEShares54.88K
TypeSH
Market value$8.47M
1.20%
Sole
0.00
Shared
0.00
None
54.88K
SPDR S&P 500 ETF TR
SOLEShares8.32K
TypeSH
Market value$4.88M
0.69%
Sole
0.00
Shared
0.00
None
8.32K
WALMART INC
SOLEShares47.80K
TypeSH
Market value$4.32M
0.61%
Sole
0.00
Shared
0.00
None
47.80K
VANGUARD INDEX FDS
SOLEShares14.89K
TypeSH
Market value$4.32M
0.61%
Sole
0.00
Shared
0.00
None
14.89K
INVESCO QQQ TR
SOLEShares5.92K
TypeSH
Market value$3.03M
0.43%
Sole
0.00
Shared
0.00
None
5.92K
VANGUARD SCOTTSDALE FDS
SOLEShares51.80K
TypeSH
Market value$3.01M
0.43%
Sole
0.00
Shared
0.00
None
51.80K
PROCTER AND GAMBLE CO
SOLEShares16.86K
TypeSH
Market value$2.83M
0.40%
Sole
0.00
Shared
0.00
None
16.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 169.66K | SH | $76.90M 10.85% | 0.00 | 0.00 | 169.66K |
APPLE INCSOLE | COM | 296.23K | SH | $74.08M 10.45% | 0.00 | 0.00 | 296.23K |
AMAZON COM INCSOLE | COM | 330.24K | SH | $72.47M 10.22% | 0.00 | 0.00 | 330.24K |
META PLATFORMS INCSOLE | CL A | 101.30K | SH | $59.40M 8.38% | 0.00 | 0.00 | 101.30K |
AMERICAN EXPRESS COSOLE | COM | 165.17K | SH | $49.04M 6.92% | 0.00 | 0.00 | 165.17K |
MICROSOFT CORPSOLE | COM | 107.17K | SH | $45.17M 6.37% | 0.00 | 0.00 | 107.17K |
ALPHABET INCSOLE | CAP STK CL C | 203.60K | SH | $38.83M 5.48% | 0.00 | 0.00 | 203.60K |
NVIDIA CORPORATIONSOLE | COM | 262.93K | SH | $36.14M 5.10% | 0.00 | 0.00 | 262.93K |
ISHARES TRSOLE | ULTRA SHORT-TERM | 586.48K | SH | $29.58M 4.17% | 0.00 | 0.00 | 586.48K |
NETFLIX INCSOLE | COM | 31.40K | SH | $27.99M 3.95% | 0.00 | 0.00 | 31.40K |
VISA INCSOLE | COM CL A | 59.41K | SH | $18.77M 2.65% | 0.00 | 0.00 | 59.41K |
RTX CORPORATIONSOLE | COM | 162.22K | SH | $18.76M 2.65% | 0.00 | 0.00 | 162.22K |
UBER TECHNOLOGIES INCSOLE | COM | 303.51K | SH | $18.34M 2.59% | 0.00 | 0.00 | 303.51K |
ALPHABET INCSOLE | CAP STK CL A | 91.14K | SH | $17.25M 2.43% | 0.00 | 0.00 | 91.14K |
AIR PRODS & CHEMS INCSOLE | COM | 52.99K | SH | $15.37M 2.17% | 0.00 | 0.00 | 52.99K |
HERSHEY COSOLE | COM | 75.42K | SH | $12.77M 1.80% | 0.00 | 0.00 | 75.42K |
JOHNSON & JOHNSONSOLE | COM | 68.55K | SH | $9.91M 1.40% | 0.00 | 0.00 | 68.55K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 75.68K | SH | $9.66M 1.36% | 0.00 | 0.00 | 75.68K |
SNOWFLAKE INCSOLE | CL A | 54.88K | SH | $8.47M 1.20% | 0.00 | 0.00 | 54.88K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 8.32K | SH | $4.88M 0.69% | 0.00 | 0.00 | 8.32K |
WALMART INCSOLE | COM | 47.80K | SH | $4.32M 0.61% | 0.00 | 0.00 | 47.80K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.89K | SH | $4.32M 0.61% | 0.00 | 0.00 | 14.89K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.92K | SH | $3.03M 0.43% | 0.00 | 0.00 | 5.92K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 51.80K | SH | $3.01M 0.43% | 0.00 | 0.00 | 51.80K |
PROCTER AND GAMBLE COSOLE | COM | 16.86K | SH | $2.83M 0.40% | 0.00 | 0.00 | 16.86K |
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