Filed: 5/15/2026ACC: 0001131181-26-000002
📋 What this filing means
IRON GATE GLOBAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 105 equity positions with a total reported market value of $946.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
105
Positions
$946.67M
Total AUM (reported)
5.52M
Total Shares
Allocation by class
COM$531.42M56.1%
CL B NEW$95.14M10.1%
CL A$87.03M9.2%
CAP STK CL C$70.08M7.4%
ULTRA SHORT DUR$59.64M6.3%
CAP STK CL A$28.30M3.0%
COM CL A$22.01M2.3%
Portfolio Concentration
Top 3$250.67M26.5%
4–10$399.56M42.2%
11–25$244.75M25.9%
Rest$51.69M5.5%
Top 3 weight
26.5%
Top 10 weight
68.7%
Voting Authority Distribution
Total shares with voting rights: 5.52M
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
5.52M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole105
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings105
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares198.54K
TypeSH
Market value$95.14M
10.05%
Sole
0.00
Shared
0.00
None
198.54K
AMAZON COM INC
SOLEShares401.05K
TypeSH
Market value$83.54M
8.82%
Sole
0.00
Shared
0.00
None
401.05K
NVIDIA CORPORATION
SOLEShares412.62K
TypeSH
Market value$71.98M
7.60%
Sole
0.00
Shared
0.00
None
412.62K
APPLE INC
SOLEShares279.62K
TypeSH
Market value$70.96M
7.50%
Sole
0.00
Shared
0.00
None
279.62K
ALPHABET INC
SOLEShares244.28K
TypeSH
Market value$70.08M
7.40%
Sole
0.00
Shared
0.00
None
244.28K
META PLATFORMS INC
SOLEShares122.13K
TypeSH
Market value$69.88M
7.38%
Sole
0.00
Shared
0.00
None
122.13K
ISHARES TR
SOLEShares1.18M
TypeSH
Market value$59.64M
6.30%
Sole
0.00
Shared
0.00
None
1.18M
AMERICAN EXPRESS CO
SOLEShares161.84K
TypeSH
Market value$48.95M
5.17%
Sole
0.00
Shared
0.00
None
161.84K
MICROSOFT CORP
SOLEShares122.97K
TypeSH
Market value$45.52M
4.81%
Sole
0.00
Shared
0.00
None
122.97K
UBER TECHNOLOGIES INC
SOLEShares480.07K
TypeSH
Market value$34.53M
3.65%
Sole
0.00
Shared
0.00
None
480.07K
AIR PRODUCTS AND CHEMICALS I
SOLEShares107.27K
TypeSH
Market value$31.16M
3.29%
Sole
0.00
Shared
0.00
None
107.27K
RTX CORPORATION
SOLEShares149K
TypeSH
Market value$28.74M
3.04%
Sole
0.00
Shared
0.00
None
149K
ALPHABET INC
SOLEShares98.40K
TypeSH
Market value$28.30M
2.99%
Sole
0.00
Shared
0.00
None
98.40K
NETFLIX INC.
SOLEShares254.82K
TypeSH
Market value$24.49M
2.59%
Sole
0.00
Shared
0.00
None
254.82K
HERSHEY CO
SOLEShares108.43K
TypeSH
Market value$22.54M
2.38%
Sole
0.00
Shared
0.00
None
108.43K
VISA INC
SOLEShares71.93K
TypeSH
Market value$21.74M
2.30%
Sole
0.00
Shared
0.00
None
71.93K
VANGUARD WHITEHALL FDS
SOLEShares122.01K
TypeSH
Market value$18.07M
1.91%
Sole
0.00
Shared
0.00
None
122.01K
JOHNSON & JOHNSON
SOLEShares68.37K
TypeSH
Market value$16.71M
1.77%
Sole
0.00
Shared
0.00
None
68.37K
PALO ALTO NETWORKS INC
SOLEShares99.35K
TypeSH
Market value$15.93M
1.68%
Sole
0.00
Shared
0.00
None
99.35K
PALANTIR TECHNOLOGIES INC
SOLEShares99.94K
TypeSH
Market value$14.62M
1.54%
Sole
0.00
Shared
0.00
None
99.94K
STATE STR SPDR S&P 500 ETF T
SOLEShares7.72K
TypeSH
Market value$5.02M
0.53%
Sole
0.00
Shared
0.00
None
7.72K
VANGUARD INDEX FDS
SOLEShares15.19K
TypeSH
Market value$4.87M
0.51%
Sole
0.00
Shared
0.00
None
15.19K
WALMART INC
SOLEShares36.03K
TypeSH
Market value$4.48M
0.47%
Sole
0.00
Shared
0.00
None
36.03K
INVESCO QQQ TR
SOLEShares7.68K
TypeSH
Market value$4.44M
0.47%
Sole
0.00
Shared
0.00
None
7.68K
CATERPILLAR INC
SOLEShares5.14K
TypeSH
Market value$3.64M
0.39%
Sole
0.00
Shared
0.00
None
5.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 198.54K | SH | $95.14M 10.05% | 0.00 | 0.00 | 198.54K |
AMAZON COM INCSOLE | COM | 401.05K | SH | $83.54M 8.82% | 0.00 | 0.00 | 401.05K |
NVIDIA CORPORATIONSOLE | COM | 412.62K | SH | $71.98M 7.60% | 0.00 | 0.00 | 412.62K |
APPLE INCSOLE | COM | 279.62K | SH | $70.96M 7.50% | 0.00 | 0.00 | 279.62K |
ALPHABET INCSOLE | CAP STK CL C | 244.28K | SH | $70.08M 7.40% | 0.00 | 0.00 | 244.28K |
META PLATFORMS INCSOLE | CL A | 122.13K | SH | $69.88M 7.38% | 0.00 | 0.00 | 122.13K |
ISHARES TRSOLE | ULTRA SHORT DUR | 1.18M | SH | $59.64M 6.30% | 0.00 | 0.00 | 1.18M |
AMERICAN EXPRESS COSOLE | COM | 161.84K | SH | $48.95M 5.17% | 0.00 | 0.00 | 161.84K |
MICROSOFT CORPSOLE | COM | 122.97K | SH | $45.52M 4.81% | 0.00 | 0.00 | 122.97K |
UBER TECHNOLOGIES INCSOLE | COM | 480.07K | SH | $34.53M 3.65% | 0.00 | 0.00 | 480.07K |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 107.27K | SH | $31.16M 3.29% | 0.00 | 0.00 | 107.27K |
RTX CORPORATIONSOLE | COM | 149K | SH | $28.74M 3.04% | 0.00 | 0.00 | 149K |
ALPHABET INCSOLE | CAP STK CL A | 98.40K | SH | $28.30M 2.99% | 0.00 | 0.00 | 98.40K |
NETFLIX INC.SOLE | COM | 254.82K | SH | $24.49M 2.59% | 0.00 | 0.00 | 254.82K |
HERSHEY COSOLE | COM | 108.43K | SH | $22.54M 2.38% | 0.00 | 0.00 | 108.43K |
VISA INCSOLE | COM CL A | 71.93K | SH | $21.74M 2.30% | 0.00 | 0.00 | 71.93K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 122.01K | SH | $18.07M 1.91% | 0.00 | 0.00 | 122.01K |
JOHNSON & JOHNSONSOLE | COM | 68.37K | SH | $16.71M 1.77% | 0.00 | 0.00 | 68.37K |
PALO ALTO NETWORKS INCSOLE | COM | 99.35K | SH | $15.93M 1.68% | 0.00 | 0.00 | 99.35K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 99.94K | SH | $14.62M 1.54% | 0.00 | 0.00 | 99.94K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 7.72K | SH | $5.02M 0.53% | 0.00 | 0.00 | 7.72K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.19K | SH | $4.87M 0.51% | 0.00 | 0.00 | 15.19K |
WALMART INCSOLE | COM | 36.03K | SH | $4.48M 0.47% | 0.00 | 0.00 | 36.03K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 7.68K | SH | $4.44M 0.47% | 0.00 | 0.00 | 7.68K |
CATERPILLAR INCSOLE | COM | 5.14K | SH | $3.64M 0.39% | 0.00 | 0.00 | 5.14K |
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