Filed: 11/14/2025ACC: 0001131181-25-000002
๐ What this filing means
IRON GATE GLOBAL ADVISORS LLC filed this quarterly 13FโHR report disclosing 103 equity positions with a total reported market value of $979.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$979.07M
Total AUM (reported)
4.80M
Total Shares
Allocation by class
COM$560.27M57.2%
CL A$103.83M10.6%
CL B NEW$95.73M9.8%
CAP STK CL C$65.58M6.7%
ULTRA SHORT DUR$42.79M4.4%
CAP STK CL A$25.82M2.6%
COM CL A$24.82M2.5%
Portfolio Concentration
Top 3$265.48M27.1%
4โ10$426.88M43.6%
11โ25$236.79M24.2%
Rest$49.91M5.1%
Top 3 weight
27.1%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 4.66M
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
4.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings103
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares190.16K
TypeSH
Market value$95.73M
9.78%
Sole
0.00
Shared
0.00
None
190.16K
AMAZON COM INC
SOLEShares397.34K
TypeSH
Market value$85.49M
8.73%
Sole
0.00
Shared
0.00
None
387.34K
META PLATFORMS INC
SOLEShares116.06K
TypeSH
Market value$84.27M
8.61%
Sole
0.00
Shared
0.00
None
114.66K
NVIDIA CORPORATION
SOLEShares416.63K
TypeSH
Market value$76.90M
7.85%
Sole
0.00
Shared
0.00
None
408.73K
APPLE INC
SOLEShares303.40K
TypeSH
Market value$76.79M
7.84%
Sole
0.00
Shared
0.00
None
301K
ALPHABET INC
SOLEShares269.35K
TypeSH
Market value$65.58M
6.70%
Sole
0.00
Shared
0.00
None
269.35K
AMERICAN EXPRESS CO
SOLEShares185.04K
TypeSH
Market value$61.57M
6.29%
Sole
0.00
Shared
0.00
None
185.04K
MICROSOFT CORP
SOLEShares115.89K
TypeSH
Market value$59.99M
6.13%
Sole
0.00
Shared
0.00
None
115.89K
UBER TECHNOLOGIES INC
SOLEShares441.64K
TypeSH
Market value$43.27M
4.42%
Sole
0.00
Shared
0.00
None
441.64K
ISHARES TR
SOLEShares843.18K
TypeSH
Market value$42.79M
4.37%
Sole
0.00
Shared
0.00
None
843.18K
RTX CORPORATION
SOLEShares160.88K
TypeSH
Market value$26.88M
2.75%
Sole
0.00
Shared
0.00
None
160.88K
ALPHABET INC
SOLEShares106.24K
TypeSH
Market value$25.82M
2.64%
Sole
0.00
Shared
0.00
None
106.24K
NETFLIX INC
SOLEShares21.47K
TypeSH
Market value$25.38M
2.59%
Sole
0.00
Shared
0.00
None
21.07K
VISA INC
SOLEShares70.42K
TypeSH
Market value$24.05M
2.46%
Sole
0.00
Shared
0.00
None
70.42K
HERSHEY CO
SOLEShares121.80K
TypeSH
Market value$22.83M
2.33%
Sole
0.00
Shared
0.00
None
121.80K
PALO ALTO NETWORKS INC
SOLEShares84.01K
TypeSH
Market value$17.11M
1.75%
Sole
0.00
Shared
0.00
None
84.01K
AIR PRODS & CHEMS INC
SOLEShares61.13K
TypeSH
Market value$16.64M
1.70%
Sole
0.00
Shared
0.00
None
61.13K
PALANTIR TECHNOLOGIES INC
SOLEShares90.57K
TypeSH
Market value$16.46M
1.68%
Sole
0.00
Shared
0.00
None
89.97K
VANGUARD WHITEHALL FDS
SOLEShares101.98K
TypeSH
Market value$14.38M
1.47%
Sole
0.00
Shared
0.00
None
101.98K
JOHNSON & JOHNSON
SOLEShares68.08K
TypeSH
Market value$12.61M
1.29%
Sole
0.00
Shared
0.00
None
68.08K
SPDR S&P 500 ETF TR
SOLEShares60.91K
TypeSH
Market value$12.43M
1.27%
Sole
0.00
Shared
0.00
None
7.91K
INVESCO QQQ TR
SOLEShares50.18K
TypeSH
Market value$10.39M
1.06%
Sole
0.00
Shared
0.00
None
7.38K
VANGUARD INDEX FDS
SOLEShares14.77K
TypeSH
Market value$4.85M
0.49%
Sole
0.00
Shared
0.00
None
14.77K
WALMART INC
SOLEShares35.91K
TypeSH
Market value$3.71M
0.38%
Sole
0.00
Shared
0.00
None
35.91K
TESLA INC
SOLEShares7.42K
TypeSH
Market value$3.25M
0.33%
Sole
0.00
Shared
0.00
None
7.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 190.16K | SH | $95.73M 9.78% | 0.00 | 0.00 | 190.16K |
AMAZON COM INCSOLE | COM | 397.34K | SH | $85.49M 8.73% | 0.00 | 0.00 | 387.34K |
META PLATFORMS INCSOLE | CL A | 116.06K | SH | $84.27M 8.61% | 0.00 | 0.00 | 114.66K |
NVIDIA CORPORATIONSOLE | COM | 416.63K | SH | $76.90M 7.85% | 0.00 | 0.00 | 408.73K |
APPLE INCSOLE | COM | 303.40K | SH | $76.79M 7.84% | 0.00 | 0.00 | 301K |
ALPHABET INCSOLE | CAP STK CL C | 269.35K | SH | $65.58M 6.70% | 0.00 | 0.00 | 269.35K |
AMERICAN EXPRESS COSOLE | COM | 185.04K | SH | $61.57M 6.29% | 0.00 | 0.00 | 185.04K |
MICROSOFT CORPSOLE | COM | 115.89K | SH | $59.99M 6.13% | 0.00 | 0.00 | 115.89K |
UBER TECHNOLOGIES INCSOLE | COM | 441.64K | SH | $43.27M 4.42% | 0.00 | 0.00 | 441.64K |
ISHARES TRSOLE | ULTRA SHORT DUR | 843.18K | SH | $42.79M 4.37% | 0.00 | 0.00 | 843.18K |
RTX CORPORATIONSOLE | COM | 160.88K | SH | $26.88M 2.75% | 0.00 | 0.00 | 160.88K |
ALPHABET INCSOLE | CAP STK CL A | 106.24K | SH | $25.82M 2.64% | 0.00 | 0.00 | 106.24K |
NETFLIX INCSOLE | COM | 21.47K | SH | $25.38M 2.59% | 0.00 | 0.00 | 21.07K |
VISA INCSOLE | COM CL A | 70.42K | SH | $24.05M 2.46% | 0.00 | 0.00 | 70.42K |
HERSHEY COSOLE | COM | 121.80K | SH | $22.83M 2.33% | 0.00 | 0.00 | 121.80K |
PALO ALTO NETWORKS INCSOLE | COM | 84.01K | SH | $17.11M 1.75% | 0.00 | 0.00 | 84.01K |
AIR PRODS & CHEMS INCSOLE | COM | 61.13K | SH | $16.64M 1.70% | 0.00 | 0.00 | 61.13K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 90.57K | SH | $16.46M 1.68% | 0.00 | 0.00 | 89.97K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 101.98K | SH | $14.38M 1.47% | 0.00 | 0.00 | 101.98K |
JOHNSON & JOHNSONSOLE | COM | 68.08K | SH | $12.61M 1.29% | 0.00 | 0.00 | 68.08K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 60.91K | SH | $12.43M 1.27% | 0.00 | 0.00 | 7.91K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 50.18K | SH | $10.39M 1.06% | 0.00 | 0.00 | 7.38K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.77K | SH | $4.85M 0.49% | 0.00 | 0.00 | 14.77K |
WALMART INCSOLE | COM | 35.91K | SH | $3.71M 0.38% | 0.00 | 0.00 | 35.91K |
TESLA INCSOLE | COM | 7.42K | SH | $3.25M 0.33% | 0.00 | 0.00 | 7.22K |
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