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CIK: 0001131181
Total reported value
$1.0B
$1.0B
100 檔
40.1%
In Q4 2025, Iron Gate Global Advisors LLC's U.S. equity holdings reached a combined market value of $1.0B, distributed across 100 disclosed stock positions.
In Q4 2025, Iron Gate Global Advisors LLC adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.81% | -0.34% | +0.19% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.10% | +0.44% | -3.12% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.15% | +0.65% | -5.85% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.76% | -0.15% | -1.13% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 7.74% | +0.25% | -8.41% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 7.65% | +0.43% | -3.90% | |
| 7 | AXP | American Express Co | Stock-Financials | 6.21% | +0.18% | -11.36% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 5.71% | +0.49% | -0.56% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-Other | 5.26% | +0.39% | +20.37% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 3.80% | -0.27% | +2.79% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.17% | -2.99% | EXIT | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.89% | -0.36% | -4.47% | |
| 13 | APD | Air Products & Chemicals Inc | Stock-Materials | 2.66% | -0.28% | +71.86% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.51% | +0.16% | -0.82% | |
| 15 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.23% | -0.49% | -1.90% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.98% | -0.80% | +860.28% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.66% | +0.01% | +10.74% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.59% | -0.37% | -3.35% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.56% | +1.59% | -1.54% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.09% | +0.04% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.03% | -87.41% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.03% | -0.14% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.08% | -84.56% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.09% | -4.00% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.33% | +0.01% | -2.64% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.26% | +0.15% | -0.31% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | +0.03% | +15.94% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.20% | +0.02% | +0.03% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.19% | -0.07% | +38.44% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.02% | -6.19% | |
| 31 | CATY | Cathay General Bancorp | Stock-Other | 0.15% | +0.03% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | +0.05% | -5.77% | |
| 33 | SNOW | Snowflake Inc | Stock-Tech | 0.14% | +0.03% | -13.25% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | -0.02% | -11.61% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.12% | +0.08% | -86.48% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.01% | -3.28% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.12% | — | +0.05% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.18% | EXIT | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.11% | — | +1.50% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | +0.02% | -55.35% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.03% | -1.54% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | -0.03% | +5.66% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | — | +0.29% | |
| 44 | PPG | Ppg Industries Inc | Stock-Materials | 0.09% | +0.01% | — | |
| 45 | ANGX | Angel Studios Inc | Stock-Other | 0.08% | +0.01% | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | -0.01% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | -4.33% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.07% | -0.03% | -10.90% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.07% | -0.03% | -1.48% | |
| 50 | CARR | Carrier Global CORP | Stock-Industrials | 0.07% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.5% | -5.85% | Trim |
| 2 | APD | Air Products & Chemicals Inc | +1% | +71.86% | Add |
| 3 | ICSH | Ishares Ultra Short Duration | +0.9% | +20.37% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -6.80% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.4% | -3.12% | Trim |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +10.74% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +0.04% | Add |
| 8 | RTX | Rtx CORP | +0.1% | -4.47% | Trim |
| 9 | VGSH | Vanguard Short-term Treasury | +0.1% | +38.44% | Add |
| 10 | V | Visa Inc-class A Shares | +0.1% | -0.82% | Trim |
| 11 | CAT | Caterpillar Inc | 0% | -0.31% | Trim |
| 12 | VUG | Vanguard Growth ETF | 0% | +15.94% | Add |
| 13 | LLY | Eli Lilly & Co | 0% | -3.28% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.19% | Add |
| 15 | MRK | Merck & Co. Inc. | 0% | +0.29% | Add |
| 16 | XLK | Ss Technology Select Sector | 0% | +161.26% | Add |
| 17 | GLD | Spdr Gold Shares | 0% | +5.66% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | +5.39% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | +47.02% | Add |
| 20 | WMT | Walmart Inc | 0% | -4.00% | Trim |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.14% | Trim |
| 22 | CRM | Salesforce Inc | 0% | +3.68% | Add |
| 23 | CMI | Cummins Inc | 0% | +0.36% | Add |
| 24 | FCX | Freeport-mcmoran Inc | 0% | -16.87% | Trim |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.45% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | -52.03% | Trim |
| 27 | CB | Chubb Limited | 0% | +1.15% | Add |
| 28 | PH | Parker Hannifin CORP | 0% | -4.69% | Trim |
| 29 | EMR | Emerson Electric Co | 0% | +0.05% | Add |
| 30 | BMY | Bristol-myers Squibb Co | — | +0.54% | Add |
| 31 | NEM | Newmont CORP | — | — | Unchanged |
| 32 | PFE | Pfizer Inc | — | -12.55% | Trim |
| 33 | GE | General Electric | — | -15.99% | Trim |
| 34 | MS | Morgan Stanley | — | +0.68% | Add |
| 35 | VCIT | Vanguard Int-term Corporate | — | -10.27% | Trim |
| 36 | VBR | Vanguard Small-cap Value ETF | — | +1.50% | Add |
| 37 | XLV | Ss Health Care Select Sector | — | — | Unchanged |
| 38 | BAC | Bank Of America CORP | — | +0.73% | Add |
| 39 | OTIS | Otis Worldwide CORP | — | — | Unchanged |
| 40 | DE | Deere & Co | — | +3.78% | Add |
| 41 | CVX | Chevron CORP | — | -1.48% | Trim |
| 42 | TPG | Tpg Inc | — | — | Unchanged |
| 43 | FNV | Franco-nevada CORP | — | — | Unchanged |
| 44 | PPG | Ppg Industries Inc | — | — | Unchanged |
| 45 | PDSB | Pds Biotechnology CORP | — | — | Unchanged |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +95.90% | Add |
| 47 | CATY | Cathay General Bancorp | — | — | Unchanged |
| 48 | ALL | Allstate CORP | — | — | Unchanged |
| 49 | TEL | TE Connectivity plc | — | +0.48% | Add |
| 50 | SGOL | Abrdn Physical Gold Shares | — | -13.23% | 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 100 disclosed positions in Q4 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, GOOG) accounted for 40.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
ANGX
市值: $765.5K
Top Position Liquidated / Trimmed
CORT
前期市值: $291.6K
During Q4 2025, Iron Gate Global Advisors LLC's top holdings by market value included BRK-B (9.8%)、AMZN (9.1%)、GOOG (8.2%). The largest single position, BRK-B, represented 9.8% of total portfolio value.
In Q4 2025, Iron Gate Global Advisors LLC made 92 total portfolio adjustments, initiating 6 new buys, adding to 32 positions, trimming 45 holdings, and fully liquidating 9 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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