Iron Gate Global Advisors
NSL, UTfiles as Iron Gate Global Advisors LLC
$1.0bn in 109 US stocks at the end of 30 June 2026. The top 10 are 70.8% of the money. It changed about 6.8% of the portfolio this quarter.
Value
$1.0bn
Stocks
109
Top 10 share
70.8%
Turnover
6.8%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD<0.1% of the fund
- Corcept TherapeuticsCORT<0.1% of the fund
- Oruka TherapeuticsORKA<0.1% of the fund
- Knight-Swift Transportation HoldingsKNX<0.1% of the fund
- Boston ScientificBSX<0.1% of the fund
- Direxion Shares ETF TrustSPXL<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- Cincinnati FinancialCINF<0.1% of the fund
- Lam ResearchLRCX<0.1% of the fund
- Glacier BancorpGBCI<0.1% of the fund
Added
Bought more of a stock they already held.
- Meta PlatformsMETA7.2% of the fund+9%
- Ishares TRICSH6.7% of the fund+16%
- MicrosoftMSFT5.3% of the fund+20%
- VisaV2.5% of the fund+3%
- Vanguard Whitehall FDSVYM1.9% of the fund+3%
- HersheyHSY1.9% of the fund+3%
- Home DepotHD1.3% of the fund+1633%
- Palantir TechnologiesPLTR1.2% of the fund+4%
- Vanguard Index FDSVUG0.3% of the fund+2%
- Costco WholesaleCOST0.2% of the fund+43%
- ChevronCVX<0.1% of the fund+2%
- Select Sector Spdr TRXLK<0.1% of the fund+6%
- Vanguard Index FDSVOO<0.1% of the fund+11%
- Vanguard Scottsdale FDSVCIT<0.1% of the fund+3%
Cut
Sold some of their stake.
- AlphabetGOOG8.1% of the fund-3%
- RTXRTX2.7% of the fund-2%
- WalmartWMT0.4% of the fund-3%
- Vanguard Scottsdale FDSVGSH0.3% of the fund-12%
- MastercardMA<0.1% of the fund-14%
- SnowflakeSNOW<0.1% of the fund-13%
- CrowdStrike HoldingsCRWD<0.1% of the fund-3%
- McDonald'sMCD<0.1% of the fund-18%
- PepsiCoPEP<0.1% of the fund-15%
- Ishares TRIVV<0.1% of the fund-11%
- Spdr Gold TRGLD<0.1% of the fund-22%
- HealthequityHQY<0.1% of the fund-19%
- Select Sector Spdr TRXLU<0.1% of the fund-7%
- Vertiv HoldingsVRT<0.1% of the fund-3%
- GE VernovaGEV<0.1% of the fund-12%
- PDS BiotechnologyPDSB<0.1% of the fund-6%
- Microvision INC DEL<0.1% of the fund-4%
Sold out
Sold their entire stake.
- AlphabetGOOGL-100%
- ExxonMobil HoldingsXOM-100%
- AT&TT-100%
- ComcastCMCSA-100%
- Novo Nordisk A SNVO-100%
- HalliburtonHAL-100%
Holdings
- Ishares TRICSH
- Share
- 6.7%
- Value
- $69m
- Shares
- 1,368,146
+16%
- Vanguard Whitehall FDSVYM
- Share
- 1.9%
- Value
- $20m
- Shares
- 125,484
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.6%
- Value
- $6m
- Shares
- 7,824
Held
- Invesco QQQ TRQQQ
- Share
- 0.6%
- Value
- $6m
- Shares
- 7,753
Held
- Vanguard Index FDSVTI
- Share
- 0.5%
- Value
- $6m
- Shares
- 14,981
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 0.3%
- Value
- $3m
- Shares
- 48,882
-12%
- Vanguard Index FDSVUG
- Share
- 0.3%
- Value
- $3m
- Shares
- 30,794
+2%
- Vaneck ETF TrustSMH
- Share
- 0.2%
- Value
- $2m
- Shares
- 3,300
Held
- Vanguard Index FDSVBR
- Share
- 0.1%
- Value
- $1m
- Shares
- 5,262
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- <0.1%
- Value
- $748,850
- Shares
- 1
Held
- Select Sector Spdr TRXLK
- Share
- <0.1%
- Value
- $741,313
- Shares
- 3,891
+6%
- Vanguard Scottsdale FDSVCSH
- Share
- <0.1%
- Value
- $659,381
- Shares
- 8,343
Held
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $547,032
- Shares
- 796
+11%
- Ishares TRIVV
- Share
- <0.1%
- Value
- $422,374
- Shares
- 564
-11%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $415,533
- Shares
- 1,128
-22%
- Spdr Series TrustSDY
- Share
- <0.1%
- Value
- $407,538
- Shares
- 2,678
Held
- Select Sector Spdr TRXLU
- Share
- <0.1%
- Value
- $390,042
- Shares
- 8,603
-7%
- Select Sector Spdr TRXLY
- Share
- <0.1%
- Value
- $381,160
- Shares
- 3,250
Held
- Vanguard Scottsdale FDSVCIT
- Share
- <0.1%
- Value
- $313,409
- Shares
- 3,792
+3%
- Select Sector Spdr TRXLV
- Share
- <0.1%
- Value
- $296,536
- Shares
- 1,869
Held
- Royal Bank of CanadaRY
- Share
- <0.1%
- Value
- $285,826
- Shares
- 1,381
Held
- GSKGSK
- Share
- <0.1%
- Value
- $284,588
- Shares
- 5,429
Held
- Franco NevadaFNV
- Share
- <0.1%
- Value
- $268,262
- Shares
- 1,287
Held
- Spdr Series TrustSPYM
- Share
- <0.1%
- Value
- $259,773
- Shares
- 2,956
Held
- Direxion Shares ETF TrustSPXL
- Share
- <0.1%
- Value
- $239,814
- Shares
- 886
New
- Ishares TRDVY
- Share
- <0.1%
- Value
- $236,091
- Shares
- 1,511
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 9.7% | $101m | 200,882 | Held |
| Amazon.comAMZN | 9.3% | $96m | 401,973 | Held |
| AlphabetGOOG | 8.1% | $83m | 235,795 | -3% |
| NvidiaNVDA | 8.0% | $83m | 415,391 | Held |
| AppleAAPL | 7.8% | $80m | 277,192 | Held |
| Meta PlatformsMETA | 7.2% | $75m | 132,836 | +9% |
| Ishares TRICSH | 6.7% | $69m | 1,368,146 | +16% |
| American ExpressAXP | 5.4% | $55m | 163,779 | Held |
| MicrosoftMSFT | 5.3% | $55m | 147,040 | +20% |
| Uber TechnologiesUBER | 3.4% | $35m | 484,844 | Held |
| Palo Alto NetworksPANW | 3.3% | $34m | 99,117 | Held |
| Air Products & ChemicalsAPD | 3.0% | $31m | 106,414 | Held |
| RTXRTX | 2.7% | $28m | 145,998 | -2% |
| VisaV | 2.5% | $26m | 74,346 | +3% |
| Vanguard Whitehall FDSVYM | 1.9% | $20m | 125,484 | +3% |
| HersheyHSY | 1.9% | $20m | 111,568 | +3% |
| NetflixNFLX | 1.8% | $18m | 259,047 | Held |
| Johnson & JohnsonJNJ | 1.7% | $17m | 68,370 | Held |
| Home DepotHD | 1.3% | $14m | 39,285 | +1633% |
| Palantir TechnologiesPLTR | 1.2% | $12m | 103,982 | +4% |
| State STR Spdr S&P 500 ETF TSPY | 0.6% | $6m | 7,824 | Held |
| Invesco QQQ TRQQQ | 0.6% | $6m | 7,753 | Held |
| Vanguard Index FDSVTI | 0.5% | $6m | 14,981 | Held |
| CaterpillarCAT | 0.5% | $5m | 5,143 | Held |
| WalmartWMT | 0.4% | $4m | 34,927 | -3% |
| TeslaTSLA | 0.3% | $3m | 7,481 | Held |
| Vanguard Scottsdale FDSVGSH | 0.3% | $3m | 48,882 | -12% |
| Vanguard Index FDSVUG | 0.3% | $3m | 30,794 | +2% |
| EatonETN | 0.2% | $3m | 6,061 | Held |
| Costco WholesaleCOST | 0.2% | $2m | 2,618 | +43% |
| Vaneck ETF TrustSMH | 0.2% | $2m | 3,300 | Held |
| Cathay General BancorpCATY | 0.2% | $2m | 31,125 | Held |
| Procter & GamblePG | 0.2% | $2m | 12,833 | Held |
| BroadcomAVGO | 0.1% | $2m | 4,028 | Held |
| Vanguard Index FDSVBR | 0.1% | $1m | 5,262 | Held |
| Emerson ElectricEMR | 0.1% | $1m | 8,555 | Held |
| Eli LillyLLY | 0.1% | $1m | 989 | Held |
| JPMorgan ChaseJPM | 0.1% | $1m | 3,617 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.1% | $1m | 2,336 | Held |
| MerckMRK | 0.1% | $1m | 8,077 | Held |
| MastercardMA | <0.1% | $1m | 1,951 | -14% |
| SnowflakeSNOW | <0.1% | $996,113 | 3,914 | -13% |
| PPG IndustriesPPG | <0.1% | $984,511 | 8,117 | Held |
| Carrier GlobalCARR | <0.1% | $969,027 | 13,211 | Held |
| ChevronCVX | <0.1% | $925,288 | 5,582 | +2% |
| Morgan StanleyMS | <0.1% | $917,058 | 4,387 | Held |
| ASML Holding NVASML | <0.1% | $799,755 | 402 | Held |
| CrowdStrike HoldingsCRWD | <0.1% | $781,455 | 1,024 | -3% |
| Berkshire Hathaway INC DELBRK-A | <0.1% | $748,850 | 1 | Held |
| Select Sector Spdr TRXLK | <0.1% | $741,313 | 3,891 | +6% |
| Vanguard Scottsdale FDSVCSH | <0.1% | $659,381 | 8,343 | Held |
| DeereDE | <0.1% | $653,360 | 1,030 | Held |
| Angel StudiosANGX | <0.1% | $601,608 | 163,926 | Held |
| Freeport-McMoRanFCX | <0.1% | $598,335 | 9,514 | Held |
| McDonald'sMCD | <0.1% | $578,463 | 2,140 | -18% |
| PepsiCoPEP | <0.1% | $558,004 | 4,121 | -15% |
| Vanguard Index FDSVOO | <0.1% | $547,032 | 796 | +11% |
| Bank of AmericaBAC | <0.1% | $531,339 | 9,325 | Held |
| AllstateALL | <0.1% | $518,709 | 2,180 | Held |
| Otis WorldwideOTIS | <0.1% | $474,708 | 6,630 | Held |
| Advanced Micro DevicesAMD | <0.1% | $462,404 | 796 | New |
| Ishares TRIVV | <0.1% | $422,374 | 564 | -11% |
| Spdr Gold TRGLD | <0.1% | $415,533 | 1,128 | -22% |
| Spdr Series TrustSDY | <0.1% | $407,538 | 2,678 | Held |
| HealthequityHQY | <0.1% | $393,615 | 4,358 | -19% |
| CumminsCMI | <0.1% | $391,173 | 548 | Held |
| Select Sector Spdr TRXLU | <0.1% | $390,042 | 8,603 | -7% |
| Select Sector Spdr TRXLY | <0.1% | $381,160 | 3,250 | Held |
| AbbVieABBV | <0.1% | $374,440 | 1,488 | Held |
| YUM BrandsYUM | <0.1% | $350,354 | 2,192 | Held |
| Vertiv HoldingsVRT | <0.1% | $349,217 | 1,043 | -3% |
| General ElectricGE | <0.1% | $336,731 | 901 | Held |
| Bristol-Myers SquibbBMY | <0.1% | $331,891 | 5,760 | Held |
| BPBP | <0.1% | $329,188 | 8,909 | Held |
| GE VernovaGEV | <0.1% | $323,087 | 275 | -12% |
| Goldman Sachs GroupGS | <0.1% | $322,627 | 319 | Held |
| Vanguard Scottsdale FDSVCIT | <0.1% | $313,409 | 3,792 | +3% |
| Republic ServicesRSG | <0.1% | $311,523 | 1,462 | Held |
| Corcept TherapeuticsCORT | <0.1% | $304,325 | 3,500 | New |
| Select Sector Spdr TRXLV | <0.1% | $296,536 | 1,869 | Held |
| Parker-HannifinPH | <0.1% | $295,392 | 302 | Held |
| Hancock WhitneyHWC | <0.1% | $286,028 | 3,828 | Held |
| NewmontNEM | <0.1% | $285,991 | 3,062 | Held |
| Royal Bank of CanadaRY | <0.1% | $285,826 | 1,381 | Held |
| OracleORCL | <0.1% | $284,845 | 1,944 | Held |
| GSKGSK | <0.1% | $284,588 | 5,429 | Held |
| SempraSRE | <0.1% | $278,130 | 3,000 | Held |
| PfizerPFE | <0.1% | $268,385 | 11,146 | Held |
| Franco NevadaFNV | <0.1% | $268,262 | 1,287 | Held |
| ChubbCB | <0.1% | $266,118 | 781 | Held |
| Kimberly-ClarkKMB | <0.1% | $263,448 | 2,400 | Held |
| Oruka TherapeuticsORKA | <0.1% | $261,718 | 2,750 | New |
| Spdr Series TrustSPYM | <0.1% | $259,773 | 2,956 | Held |
| Howmet AerospaceHWM | <0.1% | $256,761 | 955 | Held |
| TE ConnectivityTEL | <0.1% | $252,013 | 1,250 | Held |
| Intuitive SurgicalISRG | <0.1% | $250,936 | 631 | Held |
| Knight-Swift Transportation HoldingsKNX | <0.1% | $249,885 | 3,209 | New |
| Boston ScientificBSX | <0.1% | $248,312 | 5,818 | New |
| Direxion Shares ETF TrustSPXL | <0.1% | $239,814 | 886 | New |
| Ishares TRDVY | <0.1% | $236,091 | 1,511 | Held |
Showing the largest 100 of 109.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.3% since 30 June 2025.
Where the money is
Technology26.1%
Financial services18.3%
Media & telecom17.1%
Retail & consumer11.0%
Industrials7.5%
Materials3.2%
Everyday goods2.8%
Health care2.1%
Energy0.1%
Utilities0.0%
Other11.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.