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Iron Gate Global Advisors LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,034,842,538
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $100,519,437
- AMAZON COM INC · COM · 023135106 · shares: $95,806,245
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $83,313,269
- NVIDIA CORPORATION · COM · 67066G104 · shares: $83,115,664
- APPLE INC · COM · 037833100 · shares: $80,208,296
- META PLATFORMS INC · CL A · 30303M102 · shares: $74,824,940
- ISHARES TR · ULTRA SHORT DUR · 46434V878 · shares: $69,200,835
- AMERICAN EXPRESS CO · COM · 025816109 · shares: $55,398,273
- MICROSOFT CORP · COM · 594918104 · shares: $54,848,990
- UBER TECHNOLOGIES INC · COM · 90353T100 · shares: $34,986,343
Reported holdings
109 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CISCO SYS INC | COM | 17275R102 | — | 2,003 shares | $235,272 |
| CINCINNATI FINL CORP | COM | 172062101 | — | 1,238 shares | $229,203 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 499 shares | $216,232 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 10,285 shares | $204,569 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 | — | 3,887 shares | $200,491 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 19,336 shares | $112,729 |
| PDS BIOTECHNOLOGY CORP | COM | 70465T107 | — | 70,406 shares | $62,035 |
| LIBERTY ALL-STAR GROWTH FD I | COM | 529900102 | — | 10,056 shares | $55,006 |
| MICROVISION INC DEL | COM NEW | 594960304 | — | 13,511 shares | $4,418 |