Iron Gate Global Advisors LLC holds a focused book of 105 stocks worth $946.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened BP PLC-Spons ADR and trimmed Alphabet Inc-CL C. Their largest long position is Berkshire Hathaway Inc-CL B at 10% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
89% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Iron Gate Global Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.5T |
| FMR LLC | 80 / 80 | $871.2B |
| MORGAN STANLEY | 80 / 80 | $661.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $636.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $469.2B |
| NORTHERN TRUST CORP | 80 / 80 | $351.2B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $302.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $190.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Iron Gate Global Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $95.1M | 198.5K | 10.1% | ▲+4.2% Added · +8K sh | |
| 2 | Amazon Com Inc COM | $83.5M | 401.1K | 8.8% | ▲+4.2% Added · +16K sh | |
| 3 | Nvidia Corporation COM | $72.0M | 412.6K | 7.6% | ▲+3.1% Added · +12K sh | |
| 4 | Apple Inc COM | $71.0M | 279.6K | 7.5% | ▲+0.6% Added · +2K sh | |
| 5 | Alphabet Inc CAP STK CL C | $70.1M | 244.3K | 7.4% | ▼−3.7% Reduced · −9K sh | |
| 6 | Meta Platforms Inc CL A | $69.9M | 122.1K | 7.4% | ▲+6.4% Added · +7K sh | |
| 7 | Ishares TR ULTRA SHORT DUR | $59.6M | 1.18M | 6.3% | ▲+16% Added · +163K sh | |
| 8 | American Express Co COM | $49.0M | 161.8K | 5.2% | ▼−1.3% Reduced · −2K sh | |
| 9 | Microsoft Corp COM | $45.5M | 123.0K | 4.8% | ▲+6.7% Added · +8K sh | |
| 10 | Uber Technologies Inc COM | $34.5M | 480.1K | 3.6% | ▲+5.7% Added · +26K sh | |
| 11 | Air Products And Chemicals I COM | $31.2M | 107.3K | 3.3% | ▲+2.1% Added · +2K sh | |
| 12 | RTX Corporation COM | $28.7M | 149.0K | 3.0% | ▼−3.0% Reduced · −5K sh | |
| 13 | Alphabet Inc CAP STK CL A | $28.3M | 98.4K | 3.0% | ▼−0.6% Reduced · −614 sh | |
| 14 | Netflix Inc. COM | $24.5M | 254.8K | 2.6% | ▲+24% Added · +49K sh | |
| 15 | Hershey Co COM | $22.5M | 108.4K | 2.4% | ▼−9.2% Reduced · −11K sh | |
| 16 | Visa Inc COM CL A | $21.7M | 71.9K | 2.3% | ▲+3.0% Added · +2K sh | |
| 17 | Vanguard Whitehall FDS HIGH DIV YLD | $18.1M | 122.0K | 1.9% | ▲+8.0% Added · +9K sh | |
| 18 | Johnson & Johnson COM | $16.7M | 68.4K | 1.8% | ▲+0.4% Added · +262 sh | |
| 19 | Palo Alto Networks Inc COM | $15.9M | 99.4K | 1.7% | ▲+20% Added · +17K sh | |
| 20 | Palantir Technologies Inc CL A | $14.6M | 99.9K | 1.5% | ▲+14% Added · +12K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 7.7K | 0.5% | ▲+0.7% Added · +50 sh | |
| 22 | Vanguard Index FDS TOTAL STK MKT | $4.9M | 15.2K | 0.5% | ▲+3.0% Added · +437 sh | |
| 23 | Walmart Inc COM | $4.5M | 36.0K | 0.5% | ▲+4.5% Added · +2K sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $4.4M | 7.7K | 0.5% | ▼−0.8% Reduced · −65 sh | |
| 25 | Caterpillar Inc COM | $3.6M | 5.1K | 0.4% | ▲+15% Added · +671 sh | |
| 26 | Vanguard Scottsdale FDS SHORT TERM TREAS | $3.3M | 55.8K | 0.3% | ▲+74% Added · +24K sh | |
| 27 | Tesla Inc COM | $2.8M | 7.4K | 0.3% | ▲+3.1% Added · +224 sh | |
| 28 | Vanguard Index FDS GROWTH ETF | $2.2M | 5.0K | 0.2% | ▼−4.2% Reduced · −219 sh | |
| 29 | Eaton Corp PLC SHS | $2.2M | 6.1K | 0.2% | ▼~0% Reduced · −2 sh | |
| 30 | Procter & Gamble Co COM | $1.9M | 12.8K | 0.2% | ▼−0.2% Reduced · −26 sh | |
| 31 | Costco Wholesale Corporation COM | $1.8M | 1.8K | 0.2% | ▲+7.6% Added · +129 sh | |
| 32 | Exxon Mobil Corp COM | $1.7M | 10.1K | 0.2% | ▲+7.3% Added · +694 sh | |
| 33 | Cathay Gen Bancorp COM | $1.6M | 31.1K | 0.2% | —Held | |
| 34 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.3M | 3.3K | 0.1% | —Held | |
| 35 | Broadcom Inc COM | $1.2M | 4.0K | 0.1% | ▲+29% Added · +908 sh | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $1.1M | 5.3K | 0.1% | —Held | |
| 37 | Mastercard Incorporated CL A | $1.1M | 2.3K | 0.1% | ▼−0.9% Reduced · −20 sh | |
| 38 | Chevron Corporation COM | $1.1M | 5.5K | 0.1% | ▲+19% Added · +882 sh | |
| 39 | Emerson Elec Co COM | $1.1M | 8.6K | 0.1% | ▼~0% Reduced · −4 sh | |
| 40 | JPMorgan Chase & Co COM | $1.0M | 3.6K | 0.1% | ▲+58% Added · +1K sh | |
| 41 | Merck & Co Inc COM | $971K | 8.1K | 0.1% | ▲+0.9% Added · +73 sh | |
| 42 | Eli Lilly & Co COM | $909K | 988 | 0.1% | ▼−7.0% Reduced · −75 sh | |
| 43 | PPG Inds Inc COM | $868K | 8.1K | 0.1% | —Held | |
| 44 | McDonalds Corp COM | $807K | 2.6K | 0.1% | ▼−12% Reduced · −344 sh | |
| 45 | Taiwan Semiconductor Manufac SPONSORED ADS | $789K | 2.3K | 0.1% | ▲+49% Added · +772 sh | |
| 46 | Pepsico Inc COM | $751K | 4.8K | 0.1% | ▼−4.2% Reduced · −214 sh | |
| 47 | Home Depot Inc COM | $746K | 2.3K | 0.1% | ▲+16% Added · +306 sh | |
| 48 | Carrier Global Corporation COM | $744K | 13.2K | 0.1% | —Held | |
| 49 | Morgan Stanley COM NEW | $722K | 4.4K | 0.1% | ▲+85% Added · +2K sh | |
| 50 | Berkshire Hathaway Inc Del CL A | $718K | 1 | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1131181/holdings"
Use Arkolith to show Iron Gate Global Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.