Arkolith/Funds/Iron Gate Global Advisors LLC

Iron Gate Global Advisors LLC

CIK 1131181
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

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.

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Use Arkolith to show Iron Gate Global Advisors LLC's latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
42
existing
Trimmed
32
reduced
Sold out
7
exited

Concentration

Top-heavy: focused book

Top 5 holdings
41%
Top 10 holdings
69%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

89% mapped to company sectors

Information Technology
42%
Financials
18%
ETF / fund or unclassified
11%
Consumer Discretionary
10%
Industrials
8%
Materials
4%
Communication Services
3%
Consumer Staples
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

105 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Del
CL B NEW
$95.1M198.5K
10.1%
+4.2%
Added · +8K sh
2Amazon Com Inc
COM
$83.5M401.1K
8.8%
+4.2%
Added · +16K sh
3Nvidia Corporation
COM
$72.0M412.6K
7.6%
+3.1%
Added · +12K sh
4Apple Inc
COM
$71.0M279.6K
7.5%
+0.6%
Added · +2K sh
5Alphabet Inc
CAP STK CL C
$70.1M244.3K
7.4%
−3.7%
Reduced · −9K sh
6Meta Platforms Inc
CL A
$69.9M122.1K
7.4%
+6.4%
Added · +7K sh
7Ishares TR
ULTRA SHORT DUR
$59.6M1.18M
6.3%
+16%
Added · +163K sh
8American Express Co
COM
$49.0M161.8K
5.2%
−1.3%
Reduced · −2K sh
9Microsoft Corp
COM
$45.5M123.0K
4.8%
+6.7%
Added · +8K sh
10Uber Technologies Inc
COM
$34.5M480.1K
3.6%
+5.7%
Added · +26K sh
11Air Products And Chemicals I
COM
$31.2M107.3K
3.3%
+2.1%
Added · +2K sh
12RTX Corporation
COM
$28.7M149.0K
3.0%
−3.0%
Reduced · −5K sh
13Alphabet Inc
CAP STK CL A
$28.3M98.4K
3.0%
−0.6%
Reduced · −614 sh
14Netflix Inc.
COM
$24.5M254.8K
2.6%
+24%
Added · +49K sh
15Hershey Co
COM
$22.5M108.4K
2.4%
−9.2%
Reduced · −11K sh
16Visa Inc
COM CL A
$21.7M71.9K
2.3%
+3.0%
Added · +2K sh
17Vanguard Whitehall FDS
HIGH DIV YLD
$18.1M122.0K
1.9%
+8.0%
Added · +9K sh
18Johnson & Johnson
COM
$16.7M68.4K
1.8%
+0.4%
Added · +262 sh
19Palo Alto Networks Inc
COM
$15.9M99.4K
1.7%
+20%
Added · +17K sh
20Palantir Technologies Inc
CL A
$14.6M99.9K
1.5%
+14%
Added · +12K sh
21State STR SPDR S&P 500 ETF T
TR UNIT
$5.0M7.7K
0.5%
+0.7%
Added · +50 sh
22Vanguard Index FDS
TOTAL STK MKT
$4.9M15.2K
0.5%
+3.0%
Added · +437 sh
23Walmart Inc
COM
$4.5M36.0K
0.5%
+4.5%
Added · +2K sh
24Invesco QQQ TR
UNIT SER 1
$4.4M7.7K
0.5%
−0.8%
Reduced · −65 sh
25Caterpillar Inc
COM
$3.6M5.1K
0.4%
+15%
Added · +671 sh
26Vanguard Scottsdale FDS
SHORT TERM TREAS
$3.3M55.8K
0.3%
+74%
Added · +24K sh
27Tesla Inc
COM
$2.8M7.4K
0.3%
+3.1%
Added · +224 sh
28Vanguard Index FDS
GROWTH ETF
$2.2M5.0K
0.2%
−4.2%
Reduced · −219 sh
29Eaton Corp PLC
SHS
$2.2M6.1K
0.2%
~0%
Reduced · −2 sh
30Procter & Gamble Co
COM
$1.9M12.8K
0.2%
−0.2%
Reduced · −26 sh
31Costco Wholesale Corporation
COM
$1.8M1.8K
0.2%
+7.6%
Added · +129 sh
32Exxon Mobil Corp
COM
$1.7M10.1K
0.2%
+7.3%
Added · +694 sh
33Cathay Gen Bancorp
COM
$1.6M31.1K
0.2%
Held
34Vaneck ETF Trust
SEMICONDUCTR ETF
$1.3M3.3K
0.1%
Held
35Broadcom Inc
COM
$1.2M4.0K
0.1%
+29%
Added · +908 sh
36Vanguard Index FDS
SM CP VAL ETF
$1.1M5.3K
0.1%
Held
37Mastercard Incorporated
CL A
$1.1M2.3K
0.1%
−0.9%
Reduced · −20 sh
38Chevron Corporation
COM
$1.1M5.5K
0.1%
+19%
Added · +882 sh
39Emerson Elec Co
COM
$1.1M8.6K
0.1%
~0%
Reduced · −4 sh
40JPMorgan Chase & Co
COM
$1.0M3.6K
0.1%
+58%
Added · +1K sh
41Merck & Co Inc
COM
$971K8.1K
0.1%
+0.9%
Added · +73 sh
42Eli Lilly & Co
COM
$909K988
0.1%
−7.0%
Reduced · −75 sh
43PPG Inds Inc
COM
$868K8.1K
0.1%
Held
44McDonalds Corp
COM
$807K2.6K
0.1%
−12%
Reduced · −344 sh
45Taiwan Semiconductor Manufac
SPONSORED ADS
$789K2.3K
0.1%
+49%
Added · +772 sh
46Pepsico Inc
COM
$751K4.8K
0.1%
−4.2%
Reduced · −214 sh
47Home Depot Inc
COM
$746K2.3K
0.1%
+16%
Added · +306 sh
48Carrier Global Corporation
COM
$744K13.2K
0.1%
Held
49Morgan Stanley
COM NEW
$722K4.4K
0.1%
+85%
Added · +2K sh
50Berkshire Hathaway Inc Del
CL A
$718K1
0.1%
Held
Showing 50 of 105 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026105$946.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026100$976.6M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025116$979.1M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202583$897.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.