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Portfolio (Quarterly) Guide ↗

Iron Gate Global Advisors LLC

· CIK 0001131181
13F Portfolio $977M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New
Page 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY SPDR S&P 500 ETF TR Financial Services 7,668.0 $5.2M 0.54% NEW $681.96 +8.4%
22 VTI VANGUARD INDEX FDS 14,748.0 $4.9M 0.51% NEW $335.26 +8.2%
23 QQQ INVESCO QQQ TR Financial Services 7,748.0 $4.8M 0.49% NEW $614.27 +15.4%
24 WMT WALMART INC Consumer Defensive 34,474.0 $3.8M 0.39% NEW $111.41 +18.9%
25 TSLA TESLA INC Consumer Cyclical 7,225.0 $3.2M 0.33% NEW $449.72 -1.4%
26 CAT CATERPILLAR INC Industrials 4,474.0 $2.6M 0.26% NEW $572.84 +55.1%
27 VUG VANGUARD INDEX FDS 5,237.0 $2.6M 0.26% NEW $487.82 -82.1%
28 ETN EATON CORP PLC Industrials 6,063.0 $1.9M 0.20% NEW $318.51 +28.1%
29 VGSH VANGUARD SCOTTSDALE FDS 32,045.0 $1.9M 0.19% NEW $58.73 -0.9%
30 PG PROCTER AND GAMBLE CO Consumer Defensive 12,859.0 $1.8M 0.19% NEW $143.30 -0.4%
31 CATY CATHAY GEN BANCORP Financial Services 31,125.0 $1.5M 0.15% NEW $48.39 +14.9%
32 COST COSTCO WHSL CORP NEW Consumer Defensive 1,698.0 $1.5M 0.15% NEW $862.42 +20.7%
33 SNOW SNOWFLAKE INC Technology 6,173.0 $1.4M 0.14% NEW $219.36 -31.3%
34 MA MASTERCARD INCORPORATED Financial Services 2,299.0 $1.3M 0.13% NEW $570.96 -14.2%
35 SMH VANECK ETF TRUST 3,300.0 $1.2M 0.12% NEW $360.13 +54.5%
36 LLY ELI LILLY & CO Healthcare 1,063.0 $1.1M 0.12% NEW $1075.16 -6.4%
37 EMR EMERSON ELEC CO Industrials 8,559.0 $1.1M 0.12% NEW $132.72 +3.9%
38 XOM EXXON MOBIL CORP Energy 9,436.0 $1.1M 0.12% NEW $120.34 +27.0%
39 VBR VANGUARD INDEX FDS 5,278.0 $1.1M 0.11% NEW $211.79 +7.3%
40 AVGO BROADCOM INC Technology 3,100.0 $1.1M 0.11% NEW $346.10 +22.9%
Page 2 of 5  ·  100 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 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%