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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FNV FRANCO NEV CORP Basic Materials 1,287.0 $318K 0.03% -150.0 -10.4% $247.05 -3.7%
22 XLV SELECT SECTOR SPDR TR 1,869.0 $274K 0.03% -20.0 -1.1% $146.61 -1.0%
23 PH PARKER-HANNIFIN CORP Industrials 302.0 $270K 0.03% -3.0 -1.0% $895.24 -1.7%
24 T AT&T INC Communication Services 9,155.0 $265K 0.03% -83.0 -0.9% $28.99 -14.9%
25 GE GE AEROSPACE Industrials 919.0 $261K 0.03% -6.0 -0.7% $283.77 +2.7%
26 CB CHUBB LTD SWITZ Financial Services 781.0 $255K 0.03% -9.0 -1.1% $325.93 -0.5%
27 MVIS MICROVISION INC DEL Technology 14,046.0 $9K 0.00% -12K -46.5% $0.64 -6.5%
Page 2 of 2  ·  27 positions

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%