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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ISRG INTUITIVE SURGICAL INC Healthcare 631.0 $291K 0.03% NEW $460.99 -7.1%
82 ORCL ORACLE CORP Technology 1,944.0 $286K 0.03% +102.0 +5.5% $147.08 +33.0%
83 GEV GE VERNOVA INC Utilities 314.0 $274K 0.03% $872.90 +24.9%
84 XLV SELECT SECTOR SPDR TR 1,869.0 $274K 0.03% -20.0 -1.1% $146.61 -1.0%
85 PH PARKER-HANNIFIN CORP Industrials 302.0 $270K 0.03% -3.0 -1.0% $895.24 -1.7%
86 GS GOLDMAN SACHS GROUP INC Financial Services 319.0 $270K 0.03% NEW $845.99 +14.5%
87 VRT VERTIV HOLDINGS CO Industrials 1,073.0 $269K 0.03% NEW $250.58 +50.1%
88 T AT&T INC Communication Services 9,155.0 $265K 0.03% -83.0 -0.9% $28.99 -14.9%
89 TEL TE CONNECTIVITY PLC Technology 1,250.0 $261K 0.03% $209.02 -1.1%
90 CMCSA COMCAST CORP NEW Communication Services 9,092.0 $261K 0.03% +136.0 +1.5% $28.71 -13.8%
91 GE GE AEROSPACE Industrials 919.0 $261K 0.03% -6.0 -0.7% $283.77 +2.7%
92 CB CHUBB LTD SWITZ Financial Services 781.0 $255K 0.03% -9.0 -1.1% $325.93 -0.5%
93 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,828.0 $243K 0.03% $63.59 +3.5%
94 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,400.0 $232K 0.02% $96.47 +0.2%
95 DVY ISHARES TR 1,511.0 $229K 0.02% $151.36 -0.3%
96 SPYM SPDR SERIES TRUST 2,956.0 $226K 0.02% $76.54 +13.7%
97 RY ROYAL BK CDA Financial Services 1,381.0 $223K 0.02% NEW $161.78 +11.2%
98 HWM HOWMET AEROSPACE INC Industrials 955.0 $220K 0.02% NEW $230.46 +18.2%
99 NVO NOVO-NORDISK A S Healthcare 5,888.0 $216K 0.02% NEW $36.75 +24.6%
100 HAL HALLIBURTON CO Energy 5,411.0 $211K 0.02% NEW $38.99 +5.9%
Page 5 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%