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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 7,685.0 $423K 0.04% NEW $55.00 -9.5%
62 IVV ISHARES TR 616.0 $422K 0.04% NEW $684.94 +8.4%
63 MS MORGAN STANLEY Financial Services 2,367.0 $420K 0.04% NEW $177.53 +9.6%
64 XLU SELECT SECTOR SPDR TR 9,595.0 $410K 0.04% NEW $42.69 +2.8%
65 XLY SELECT SECTOR SPDR TR 3,250.0 $388K 0.04% NEW $119.41 -2.4%
66 SDY SPDR SERIES TRUST 2,678.0 $373K 0.04% NEW $139.16 +5.0%
67 SPXL DIREXION SHS ETF TR 1,686.0 $372K 0.04% NEW $220.61 +20.8%
68 ORCL ORACLE CORP Technology 1,842.0 $359K 0.04% NEW $194.86 +0.4%
69 CRM SALESFORCE INC Technology 1,353.0 $358K 0.04% NEW $264.93 -36.7%
70 YUM YUM BRANDS INC Consumer Cyclical 2,192.0 $332K 0.03% NEW $151.25 -0.4%
71 ABBV ABBVIE INC Healthcare 1,430.0 $327K 0.03% NEW $228.49 -7.9%
72 NEM NEWMONT CORP Basic Materials 3,211.0 $321K 0.03% NEW $99.85 +16.5%
73 SGOL ETFS GOLD TR Financial Services 7,790.0 $320K 0.03% NEW $41.08 +5.4%
74 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,791.0 $312K 0.03% NEW $53.94 +5.7%
75 RSG REPUBLIC SVCS INC Industrials 1,462.0 $310K 0.03% NEW $211.93 -1.5%
76 VCIT VANGUARD SCOTTSDALE FDS 3,642.0 $305K 0.03% NEW $83.75 -2.1%
77 FNV FRANCO NEV CORP Basic Materials 1,437.0 $298K 0.03% NEW $207.28 +14.8%
78 XLV SELECT SECTOR SPDR TR 1,889.0 $292K 0.03% NEW $154.80 -6.3%
79 TEL TE CONNECTIVITY PLC Technology 1,256.0 $286K 0.03% NEW $227.51 -9.2%
80 GE GE AEROSPACE Industrials 925.0 $285K 0.03% NEW $308.03 -5.4%
Page 4 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%