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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 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,718.0 $5.0M 0.53% +50.0 +0.7% $650.32 +13.7%
22 VTI VANGUARD INDEX FDS 15,185.0 $4.9M 0.52% +437.0 +3.0% $320.82 +13.1%
23 WMT WALMART INC Consumer Defensive 36,031.0 $4.5M 0.47% +2K +4.5% $124.27 +6.6%
24 QQQ INVESCO QQQ TR Financial Services 7,683.0 $4.4M 0.47% -65.0 -0.8% $577.32 +22.8%
25 CAT CATERPILLAR INC Industrials 5,145.0 $3.6M 0.39% +671.0 +15.0% $708.42 +25.4%
26 VGSH VANGUARD SCOTTSDALE FDS 55,775.0 $3.3M 0.34% +24K +74.0% $58.54 -0.6%
27 TSLA TESLA INC Consumer Cyclical 7,449.0 $2.8M 0.29% +224.0 +3.1% $371.56 +19.3%
28 VUG VANGUARD INDEX FDS 5,018.0 $2.2M 0.23% -219.0 -4.2% $436.76 -80.0%
29 ETN EATON CORP PLC Industrials 6,061.0 $2.2M 0.23% $357.67 +14.1%
30 PG PROCTER & GAMBLE CO Consumer Defensive 12,833.0 $1.9M 0.20% $144.43 -1.2%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,827.0 $1.8M 0.19% +129.0 +7.6% $996.57 +4.5%
32 XOM EXXON MOBIL CORP Energy 10,130.0 $1.7M 0.18% +694.0 +7.3% $169.66 -9.9%
33 CATY CATHAY GEN BANCORP Financial Services 31,125.0 $1.6M 0.16% $49.86 +11.5%
34 SMH VANECK ETF TRUST 3,300.0 $1.3M 0.13% $383.40 +45.1%
35 AVGO BROADCOM INC Technology 4,008.0 $1.2M 0.13% +908.0 +29.3% $309.66 +37.3%
36 VBR VANGUARD INDEX FDS 5,278.0 $1.1M 0.12% $217.25 +4.6%
37 MA MASTERCARD INCORPORATED Financial Services 2,279.0 $1.1M 0.12% -20.0 -0.9% $499.69 -2.0%
38 CVX CHEVRON CORPORATION Energy 5,472.0 $1.1M 0.12% +882.0 +19.2% $206.90 -9.8%
39 EMR EMERSON ELEC CO Industrials 8,555.0 $1.1M 0.12% $131.02 +5.2%
40 JPM JPMORGAN CHASE & CO Financial Services 3,555.0 $1.0M 0.11% +1K +57.9% $294.16 +2.0%
Page 2 of 6  ·  105 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%