Portfolio (Quarterly)
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Iron Gate Global Advisors LLC
· CIK 0001131181| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,940.0 | $898K | 0.09% | NEW | — | $305.61 | -10.0% |
| 42 | GLD | SPDR GOLD TR | Financial Services | 2,147.0 | $851K | 0.09% | NEW | — | $396.31 | +7.8% |
| 43 | MRK | MERCK & CO INC | Healthcare | 7,997.0 | $842K | 0.09% | NEW | — | $105.26 | +7.7% |
| 44 | PPG | PPG INDS INC | Basic Materials | 8,117.0 | $832K | 0.09% | NEW | — | $102.46 | +3.4% |
| 45 | ANGX | ANGEL STUDIOS INC | Communication Services | 163,926.0 | $766K | 0.08% | NEW | — | $4.67 | -42.2% |
| 46 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $755K | 0.08% | NEW | — | $754800.00 | — |
| 47 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,252.0 | $726K | 0.07% | NEW | — | $322.22 | -6.9% |
| 48 | PEP | PEPSICO INC | Consumer Defensive | 5,050.0 | $725K | 0.07% | NEW | — | $143.52 | +3.6% |
| 49 | CVX | CHEVRON CORP NEW | Energy | 4,590.0 | $700K | 0.07% | NEW | — | $152.41 | +22.5% |
| 50 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 13,211.0 | $698K | 0.07% | NEW | — | $52.84 | +22.4% |
| 51 | HD | HOME DEPOT INC | Consumer Cyclical | 1,961.0 | $675K | 0.07% | NEW | — | $344.17 | -11.6% |
| 52 | HQY | HEALTHEQUITY INC | Healthcare | 6,949.0 | $637K | 0.07% | NEW | — | $91.61 | -10.1% |
| 53 | VCSH | VANGUARD SCOTTSDALE FDS | — | 7,867.0 | $627K | 0.06% | NEW | — | $79.73 | -1.2% |
| 54 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,274.0 | $597K | 0.06% | NEW | — | $468.76 | +23.7% |
| 55 | OTIS | OTIS WORLDWIDE CORP | Industrials | 6,630.0 | $579K | 0.06% | NEW | — | $87.35 | -16.4% |
| 56 | XLK | SELECT SECTOR SPDR TR | — | 3,736.0 | $538K | 0.06% | NEW | — | $143.97 | +22.5% |
| 57 | DE | DEERE & CO | Industrials | 1,043.0 | $486K | 0.05% | NEW | — | $465.57 | +23.4% |
| 58 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,564.0 | $475K | 0.05% | NEW | — | $303.89 | +37.5% |
| 59 | ALL | ALLSTATE CORP | Financial Services | 2,180.0 | $454K | 0.05% | NEW | — | $208.15 | +4.4% |
| 60 | VOO | VANGUARD INDEX FDS | — | 709.0 | $445K | 0.05% | NEW | — | $627.17 | +8.3% |
① 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
35.0%
Communication Services
26.0%
Financial Services
12.9%
Consumer Cyclical
11.8%
Industrials
4.6%
Consumer Defensive
3.7%
Basic Materials
3.5%
Healthcare
2.2%
Energy
0.2%
Utilities
0.1%