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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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HQY HEALTHEQUITY INC Healthcare 5,413.0 $452K 0.05% -2K -22.1% $83.57 -1.5%
62 ALL ALLSTATE CORP Financial Services 2,180.0 $452K 0.05% $207.34 +4.8%
63 VOO VANGUARD INDEX FDS 719.0 $430K 0.04% +10.0 +1.4% $597.38 +13.7%
64 XLU SELECT SECTOR SPDR TR 9,269.0 $425K 0.04% -326.0 -3.4% $45.89 -4.4%
65 BP BP PLC Energy 8,909.0 $419K 0.04% NEW $47.00 -5.6%
66 IVV ISHARES TR 632.0 $413K 0.04% +16.0 +2.6% $653.21 +13.7%
67 CRWD CROWDSTRIKE HLDGS INC Technology 1,052.0 $411K 0.04% -222.0 -17.4% $390.41 +48.5%
68 SDY SPDR SERIES TRUST 2,678.0 $391K 0.04% $145.94 +0.1%
69 XLY SELECT SECTOR SPDR TR 3,250.0 $354K 0.04% $108.98 +6.9%
70 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,760.0 $349K 0.04% -31.0 -0.5% $60.65 -6.0%
71 YUM YUM BRANDS INC Consumer Cyclical 2,192.0 $341K 0.04% $155.45 -3.1%
72 NEM NEWMONT CORP Basic Materials 3,062.0 $331K 0.04% -149.0 -4.6% $108.25 +7.5%
73 ABBV ABBVIE INC Healthcare 1,493.0 $325K 0.03% +63.0 +4.4% $217.49 -3.3%
74 RSG REPUBLIC SVCS INC Industrials 1,462.0 $320K 0.03% $219.02 -4.7%
75 FNV FRANCO NEV CORP Basic Materials 1,287.0 $318K 0.03% -150.0 -10.4% $247.05 -3.7%
76 PFE PFIZER INC Healthcare 11,134.0 $313K 0.03% $28.08 -8.3%
77 VCIT VANGUARD SCOTTSDALE FDS 3,692.0 $306K 0.03% +50.0 +1.4% $82.75 -0.9%
78 GSK GSK PLC Healthcare 5,429.0 $300K 0.03% NEW $55.19 -7.7%
79 CMI CUMMINS INC Industrials 548.0 $295K 0.03% $538.42 +33.1%
80 SRE SEMPRA Utilities 3,000.0 $292K 0.03% $97.17 -4.4%
Page 4 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%