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CIK: 0001131181
Total reported value
$1.0B
$1.0B
83 檔
38.8%
During the Q2 2025 filing period, Iron Gate Global Advisors LLC (CIK: 0001131181) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 83 reported positions.
Iron Gate Global Advisors LLC executed strategic sector rebalancing during Q2 2025, establishing 8 new positions while fully exiting 20 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 9.64% | -0.15% | +17.76% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.49% | +0.44% | +9.40% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.47% | -0.34% | +0.98% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 9.01% | +0.43% | +61.22% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.10% | +0.25% | +5.43% | |
| 6 | AXP | American Express Co | Stock-Financials | 6.72% | +0.18% | +15.01% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 6.41% | +0.49% | +4.27% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.49% | +0.65% | +13.07% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.62% | +0.39% | +19.30% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 4.59% | -0.27% | +7.39% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 3.19% | -0.80% | -29.77% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.64% | -0.36% | +2.36% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.58% | +0.16% | +3.69% | |
| 14 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.29% | -0.49% | +5.14% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | -2.99% | EXIT | |
| 16 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.93% | -0.28% | +15.70% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.87% | +1.59% | — | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.39% | +0.01% | +8.88% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.37% | -0.37% | +44.81% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.09% | +0.49% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.03% | -27.29% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.03% | -0.04% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.08% | -3.71% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.09% | -9.56% | |
| 25 | CATY | Cathay General Bancorp | Stock-Other | 0.32% | +0.03% | +100.00% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.02% | -10.10% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.15% | +31.33% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 0.25% | — | +98.56% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.02% | -13.55% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.24% | +0.02% | +0.83% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | +0.03% | -3.37% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.19% | -0.07% | +58.16% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | +0.05% | +3.91% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | -0.02% | -16.74% | |
| 35 | PPG | Ppg Industries Inc | Stock-Materials | 0.12% | +0.01% | +14.99% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.18% | EXIT | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.11% | +0.01% | +30.38% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.11% | +1.26% | -36.03% | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.11% | +0.08% | +6.69% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.03% | -15.13% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | -0.03% | -28.04% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.09% | -0.03% | +12.95% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | -0.01% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | -18.82% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.08% | -0.03% | -9.28% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | -0.09% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.06% | — | +64.62% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.06% | — | +73.91% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.06% | — | +2.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4.3% | +61.22% | Add |
| 2 | PANW | Palo Alto Networks Inc | +1.9% | NEW | New buy |
| 3 | META | Meta Platforms Inc-class A | +1.7% | +17.76% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +4.27% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.7% | +44.81% | Add |
| 6 | AXP | American Express Co | +0.6% | +15.01% | Add |
| 7 | UBER | Uber Technologies Inc | +0.5% | +7.39% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +13.07% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +9.40% | Add |
| 10 | CATY | Cathay General Bancorp | +0.1% | +100.00% | Add |
| 11 | EMR | Emerson Electric Co | +0.1% | +98.56% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | +31.33% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | -10.10% | Trim |
| 14 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 15 | VGSH | Vanguard Short-term Treasury | 0% | +58.16% | Add |
| 16 | RSG | Republic Services Inc | 0% | NEW | New buy |
| 17 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 18 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | +9.81% | Add |
| 20 | TSLA | Tesla Inc | 0% | +30.38% | Add |
| 21 | SMH | Vaneck Semiconductor ETF | 0% | +6.69% | Add |
| 22 | XLY | Ss Consumer Disc Select Sect | 0% | +64.62% | Add |
| 23 | SDY | Ss Spdr S&p Dividend ETF | 0% | +73.91% | Add |
| 24 | PH | Parker Hannifin CORP | 0% | NEW | New buy |
| 25 | TEL | TE Connectivity plc | 0% | NEW | New buy |
| 26 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
| 27 | ETN | Eaton Corporation plc | 0% | +0.83% | Add |
| 28 | ORCL | Oracle CORP | 0% | +5.38% | Add |
| 29 | PFE | Pfizer Inc | 0% | +44.79% | Add |
| 30 | SGOL | Abrdn Physical Gold Shares | 0% | +38.89% | Add |
| 31 | MS | Morgan Stanley | 0% | +12.11% | Add |
| 32 | PPG | Ppg Industries Inc | — | +14.99% | Add |
| 33 | XLV | Ss Health Care Select Sector | — | +52.94% | Add |
| 34 | TSM | Taiwan Semiconductor-sp Adr | — | +3.08% | Add |
| 35 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 36 | DE | Deere & Co | — | +2.55% | Add |
| 37 | PL | Planet Labs Pbc | — | EXIT | Sold out |
| 38 | FCX | Freeport-mcmoran Inc | — | — | Unchanged |
| 39 | APG | Api Group CORP | — | EXIT | Sold out |
| 40 | SRE | Sempra | — | -0.50% | Trim |
| 41 | WW6 | Ww International Inc | — | EXIT | Sold out |
| 42 | MRNA | Moderna Inc | — | EXIT | Sold out |
| 43 | FNV | Franco-nevada CORP | — | -2.71% | Trim |
| 44 | ✓ | Solo Brands Inc | — | EXIT | Sold out |
| 45 | PDSB | Pds Biotechnology CORP | 0% | EXIT | Sold out |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | +0.30% | Add |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | -20.64% | Trim |
| 48 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 49 | HWC | Hancock Whitney CORP | 0% | — | Unchanged |
| 50 | LLY | Eli Lilly & Co | 0% | +12.39% | Add |
According to official SEC Form 13F filings, Iron Gate Global Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 83 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including META, AMZN, BRK-B) accounted for 38.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
PANW
市值: $16.8M
Top Position Liquidated / Trimmed
SNOW
前期市值: $8.0M
During Q2 2025, Iron Gate Global Advisors LLC's top holdings by market value included META (9.6%)、AMZN (9.5%)、BRK-B (9.5%). The largest single position, META, represented 9.6% of total portfolio value.
In Q2 2025, Iron Gate Global Advisors LLC made 90 total portfolio adjustments, initiating 8 new buys, adding to 40 positions, trimming 22 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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