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Portfolio (Quarterly) Guide ↗

Iron Gate Global Advisors LLC

· CIK 0001131181
13F Portfolio $946.7B AUM 105 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 39 Added 27 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BP BP PLC Energy 8,909.0 $419K 0.04% NEW $47.00 -5.6%
2 GSK GSK PLC Healthcare 5,429.0 $300K 0.03% NEW $55.19 -7.7%
3 ISRG INTUITIVE SURGICAL INC Healthcare 631.0 $291K 0.03% NEW $460.99 -7.1%
4 GS GOLDMAN SACHS GROUP INC Financial Services 319.0 $270K 0.03% NEW $845.99 +14.5%
5 VRT VERTIV HOLDINGS CO Industrials 1,073.0 $269K 0.03% NEW $250.58 +50.1%
6 RY ROYAL BK CDA Financial Services 1,381.0 $223K 0.02% NEW $161.78 +11.2%
7 HWM HOWMET AEROSPACE INC Industrials 955.0 $220K 0.02% NEW $230.46 +18.2%
8 NVO NOVO-NORDISK A S Healthcare 5,888.0 $216K 0.02% NEW $36.75 +24.6%
9 HAL HALLIBURTON CO Energy 5,411.0 $211K 0.02% NEW $38.99 +5.9%
10 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 10,285.0 $175K 0.02% NEW $16.97 +8.9%
11 LYG LLOYDS BANKING GROUP PLC Financial Services 19,336.0 $97K 0.01% NEW $5.03 +2.6%
12 ASG LIBERTY ALL-STAR GROWTH FD I Financial Services 10,056.0 $48K 0.01% NEW $4.75 +8.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Communication Services 25.6%
Consumer Cyclical 11.7%
Financial Services 11.6%
Industrials 5.2%
Basic Materials 4.4%
Consumer Defensive 4.2%
Healthcare 2.8%
Energy 0.5%
Utilities 0.1%