Filed: 5/15/2025ACC: 0001085146-25-003210
📋 What this filing means
IRON GATE GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $621.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$621.68M
Total AUM (reported)
2.66M
Total Shares
Allocation by class
COM$356.65M57.4%
CL B NEW$92.22M14.8%
CL A$60.40M9.7%
CAP STK CL C$38.34M6.2%
COM CL A$22.08M3.6%
CAP STK CL A$14.94M2.4%
HIGH DIV YLD$11.12M1.8%
Portfolio Concentration
Top 3$225.20M36.2%
4–10$266.34M42.8%
11–25$102.68M16.5%
Rest$27.46M4.4%
Top 3 weight
36.2%
Top 10 weight
79.1%
Voting Authority Distribution
Total shares with voting rights: 2.66M
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
2.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings77
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares173.17K
TypeSH
Market value$92.22M
14.83%
Sole
0.00
Shared
0.00
None
173.17K
AMAZON COM INC
SOLEShares354.86K
TypeSH
Market value$67.52M
10.86%
Sole
0.00
Shared
0.00
None
354.86K
APPLE INC
SOLEShares294.71K
TypeSH
Market value$65.46M
10.53%
Sole
0.00
Shared
0.00
None
294.71K
META PLATFORMS INC
SOLEShares99.56K
TypeSH
Market value$57.38M
9.23%
Sole
0.00
Shared
0.00
None
99.56K
AMERICAN EXPRESS CO
SOLEShares164.29K
TypeSH
Market value$44.20M
7.11%
Sole
0.00
Shared
0.00
None
164.29K
MICROSOFT CORP
SOLEShares110.85K
TypeSH
Market value$41.61M
6.69%
Sole
0.00
Shared
0.00
None
110.85K
ALPHABET INC
SOLEShares245.43K
TypeSH
Market value$38.34M
6.17%
Sole
0.00
Shared
0.00
None
245.43K
NVIDIA CORPORATION
SOLEShares317.39K
TypeSH
Market value$34.40M
5.53%
Sole
0.00
Shared
0.00
None
317.39K
NETFLIX INC
SOLEShares30.40K
TypeSH
Market value$28.35M
4.56%
Sole
0.00
Shared
0.00
None
30.40K
VISA INC
SOLEShares62.89K
TypeSH
Market value$22.04M
3.55%
Sole
0.00
Shared
0.00
None
62.89K
HERSHEY CO
SOLEShares117.91K
TypeSH
Market value$20.17M
3.24%
Sole
0.00
Shared
0.00
None
117.91K
AIR PRODS & CHEMS INC
SOLEShares53.19K
TypeSH
Market value$15.69M
2.52%
Sole
0.00
Shared
0.00
None
53.19K
ALPHABET INC
SOLEShares96.64K
TypeSH
Market value$14.94M
2.40%
Sole
0.00
Shared
0.00
None
96.64K
JOHNSON & JOHNSON
SOLEShares68.30K
TypeSH
Market value$11.33M
1.82%
Sole
0.00
Shared
0.00
None
68.30K
VANGUARD WHITEHALL FDS
SOLEShares86.21K
TypeSH
Market value$11.12M
1.79%
Sole
0.00
Shared
0.00
None
86.21K
SPDR S&P 500 ETF TR
SOLEShares11.29K
TypeSH
Market value$6.34M
1.02%
Sole
0.00
Shared
0.00
None
11.29K
VANGUARD INDEX FDS
SOLEShares14.89K
TypeSH
Market value$4.09M
0.66%
Sole
0.00
Shared
0.00
None
14.89K
WALMART INC
SOLEShares43.27K
TypeSH
Market value$3.81M
0.61%
Sole
0.00
Shared
0.00
None
43.27K
INVESCO QQQ TR
SOLEShares7.73K
TypeSH
Market value$3.63M
0.58%
Sole
0.00
Shared
0.00
None
7.73K
PROCTER AND GAMBLE CO
SOLEShares16.39K
TypeSH
Market value$2.79M
0.45%
Sole
0.00
Shared
0.00
None
16.39K
MASTERCARD INCORPORATED
SOLEShares3.46K
TypeSH
Market value$1.90M
0.31%
Sole
0.00
Shared
0.00
None
3.46K
BROADCOM INC
SOLEShares11.12K
TypeSH
Market value$1.86M
0.30%
Sole
0.00
Shared
0.00
None
11.12K
VANGUARD INDEX FDS
SOLEShares4.93K
TypeSH
Market value$1.83M
0.29%
Sole
0.00
Shared
0.00
None
4.93K
EATON CORP PLC
SOLEShares6.01K
TypeSH
Market value$1.63M
0.26%
Sole
0.00
Shared
0.00
None
6.01K
COSTCO WHSL CORP NEW
SOLEShares1.64K
TypeSH
Market value$1.55M
0.25%
Sole
0.00
Shared
0.00
None
1.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 173.17K | SH | $92.22M 14.83% | 0.00 | 0.00 | 173.17K |
AMAZON COM INCSOLE | COM | 354.86K | SH | $67.52M 10.86% | 0.00 | 0.00 | 354.86K |
APPLE INCSOLE | COM | 294.71K | SH | $65.46M 10.53% | 0.00 | 0.00 | 294.71K |
META PLATFORMS INCSOLE | CL A | 99.56K | SH | $57.38M 9.23% | 0.00 | 0.00 | 99.56K |
AMERICAN EXPRESS COSOLE | COM | 164.29K | SH | $44.20M 7.11% | 0.00 | 0.00 | 164.29K |
MICROSOFT CORPSOLE | COM | 110.85K | SH | $41.61M 6.69% | 0.00 | 0.00 | 110.85K |
ALPHABET INCSOLE | CAP STK CL C | 245.43K | SH | $38.34M 6.17% | 0.00 | 0.00 | 245.43K |
NVIDIA CORPORATIONSOLE | COM | 317.39K | SH | $34.40M 5.53% | 0.00 | 0.00 | 317.39K |
NETFLIX INCSOLE | COM | 30.40K | SH | $28.35M 4.56% | 0.00 | 0.00 | 30.40K |
VISA INCSOLE | COM CL A | 62.89K | SH | $22.04M 3.55% | 0.00 | 0.00 | 62.89K |
HERSHEY COSOLE | COM | 117.91K | SH | $20.17M 3.24% | 0.00 | 0.00 | 117.91K |
AIR PRODS & CHEMS INCSOLE | COM | 53.19K | SH | $15.69M 2.52% | 0.00 | 0.00 | 53.19K |
ALPHABET INCSOLE | CAP STK CL A | 96.64K | SH | $14.94M 2.40% | 0.00 | 0.00 | 96.64K |
JOHNSON & JOHNSONSOLE | COM | 68.30K | SH | $11.33M 1.82% | 0.00 | 0.00 | 68.30K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 86.21K | SH | $11.12M 1.79% | 0.00 | 0.00 | 86.21K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 11.29K | SH | $6.34M 1.02% | 0.00 | 0.00 | 11.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.89K | SH | $4.09M 0.66% | 0.00 | 0.00 | 14.89K |
WALMART INCSOLE | COM | 43.27K | SH | $3.81M 0.61% | 0.00 | 0.00 | 43.27K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.73K | SH | $3.63M 0.58% | 0.00 | 0.00 | 7.73K |
PROCTER AND GAMBLE COSOLE | COM | 16.39K | SH | $2.79M 0.45% | 0.00 | 0.00 | 16.39K |
MASTERCARD INCORPORATEDSOLE | CL A | 3.46K | SH | $1.90M 0.31% | 0.00 | 0.00 | 3.46K |
BROADCOM INCSOLE | COM | 11.12K | SH | $1.86M 0.30% | 0.00 | 0.00 | 11.12K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 4.93K | SH | $1.83M 0.29% | 0.00 | 0.00 | 4.93K |
EATON CORP PLCSOLE | SHS | 6.01K | SH | $1.63M 0.26% | 0.00 | 0.00 | 6.01K |
COSTCO WHSL CORP NEWSOLE | COM | 1.64K | SH | $1.55M 0.25% | 0.00 | 0.00 | 1.64K |
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