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CIK: 0001131181
Total reported value
$1.0B
$1.0B
103 檔
40.5%
At the close of Q3 2025, Iron Gate Global Advisors LLC disclosed equity holdings valued at approximately $1.0B, spread across 103 reported holdings.
In Q3 2025, Iron Gate Global Advisors LLC displayed an active expansion posture, initiating 16 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.78% | -0.34% | +8.66% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.73% | +0.44% | +2.35% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.61% | -0.15% | -1.00% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 7.85% | +0.43% | -18.58% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.84% | +0.25% | -2.35% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.70% | +0.65% | -2.93% | |
| 7 | AXP | American Express Co | Stock-Financials | 6.29% | +0.18% | -2.07% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 6.13% | +0.49% | +0.27% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 4.42% | -0.27% | +0.11% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-Other | 4.37% | +0.39% | +3.15% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.75% | -0.36% | -0.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.64% | -2.99% | EXIT | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 2.59% | -0.80% | +0.56% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.46% | +0.16% | +7.98% | |
| 15 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.33% | -0.49% | -1.75% | |
| 16 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.75% | +1.59% | +2.30% | |
| 17 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.70% | -0.28% | -0.66% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.68% | -0.37% | +0.46% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.47% | +0.01% | +8.64% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.09% | -0.81% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | +0.03% | +641.85% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.08% | +573.84% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.03% | -0.77% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.09% | -8.23% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.01% | +138.85% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.28% | +0.08% | +621.76% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.23% | +0.02% | -30.54% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.23% | +0.02% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | +0.03% | -5.14% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.22% | +0.15% | -23.85% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.22% | -0.02% | -3.24% | |
| 32 | SNOW | Snowflake Inc | Stock-Tech | 0.16% | +0.03% | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | +0.05% | +5.88% | |
| 34 | CATY | Cathay General Bancorp | Stock-Other | 0.15% | +0.03% | -50.00% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.15% | -0.02% | -9.84% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.14% | -0.07% | -21.22% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.11% | — | -50.04% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.18% | EXIT | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | +1.26% | -11.23% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.03% | +1.36% | |
| 42 | PPG | Ppg Industries Inc | Stock-Materials | 0.09% | +0.01% | -13.04% | |
| 43 | HQY | Healthequity Inc | Stock-Healthcare | 0.09% | -0.01% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | +0.01% | +175.44% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | -0.03% | -7.16% | |
| 46 | CARR | Carrier Global CORP | Stock-Industrials | 0.08% | +0.01% | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | -0.01% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.08% | — | -4.62% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.03% | -13.40% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.03% | -8.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.1% | -18.58% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1.4% | -2.93% | Add |
| 3 | PLTR | Palantir Technologies Inc-a | +1% | +0.46% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.7% | -1.00% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.11% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +573.84% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +641.85% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +0.27% | Add |
| 9 | UBER | Uber Technologies Inc | +0.3% | +0.11% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +138.85% | Add |
| 11 | AXP | American Express Co | +0.2% | -2.07% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.2% | +621.76% | Add |
| 13 | LLY | Eli Lilly & Co | +0.1% | +175.44% | Add |
| 14 | CAT | Caterpillar Inc | 0% | -23.85% | Unchanged |
| 15 | ORCL | Oracle CORP | 0% | — | Add |
| 16 | MS | Morgan Stanley | 0% | — | Add |
| 17 | SPXL | Direxion Daily S&p 500 Bull | 0% | — | Unchanged |
| 18 | PL | Planet Labs Pbc | 0% | — | Trim |
| 19 | ETN | Eaton Corporation plc | — | — | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | — | — | Add |
| 21 | SGOL | Abrdn Physical Gold Shares | — | -11.79% | Add |
| 22 | XLK | Ss Technology Select Sector | — | — | Unchanged |
| 23 | FNV | Franco-nevada CORP | — | — | Trim |
| 24 | ABBV | Abbvie Inc | — | — | Add |
| 25 | XLY | Ss Consumer Disc Select Sect | — | -39.25% | Unchanged |
| 26 | SDY | Ss Spdr S&p Dividend ETF | — | -33.05% | Add |
| 27 | VRT | Vertiv Holdings Co-a | — | — | Trim |
| 28 | SRE | Sempra | — | — | Trim |
| 29 | T | At&t Inc | — | — | Add |
| 30 | PDSB | Pds Biotechnology CORP | — | — | Unchanged |
| 31 | VGSH | Vanguard Short-term Treasury | 0% | -21.22% | Add |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Trim |
| 33 | VOO | Vanguard S&p 500 ETF | 0% | +120.27% | Add |
| 34 | CMCSA | Comcast Corp-class A | 0% | — | Trim |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | — | Unchanged |
| 36 | HWC | Hancock Whitney CORP | 0% | — | Unchanged |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | — | Trim |
| 38 | ALL | Allstate CORP | 0% | — | Unchanged |
| 39 | XLV | Ss Health Care Select Sector | 0% | -34.61% | Unchanged |
| 40 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 41 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 42 | FCX | Freeport-mcmoran Inc | 0% | +9.21% | Add |
| 43 | GBCI | Glacier Bancorp Inc | 0% | -11.24% | Trim |
| 44 | DE | Deere & Co | 0% | — | Add |
| 45 | PFE | Pfizer Inc | 0% | -30.81% | Add |
| 46 | EMR | Emerson Electric Co | 0% | -50.04% | Trim |
| 47 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 48 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 49 | KMB | Kimberly-clark CORP | 0% | — | Unchanged |
| 50 | JPM | Jpmorgan Chase & Co | 0% | -4.62% | Trim |
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 103 disclosed positions in Q3 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 BRK-B, AMZN, META) accounted for 40.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
PANW
市值: $17.1M
Top Position Liquidated / Trimmed
VZ
前期市值: $289.4K
During Q3 2025, Iron Gate Global Advisors LLC's top holdings by market value included BRK-B (9.8%)、AMZN (8.7%)、META (8.6%). The largest single position, BRK-B, represented 9.8% of total portfolio value.
In Q3 2025, Iron Gate Global Advisors LLC made 94 total portfolio adjustments, initiating 16 new buys, adding to 38 positions, trimming 32 holdings, and fully liquidating 8 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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