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CIK: 0001131181
Total reported value
$1.0B
$1.0B
105 檔
37.9%
The Q1 2026 SEC filing reveals that Iron Gate Global Advisors LLC held a total portfolio value of $1.0B, covering 105 public equity positions.
In Q1 2026, Iron Gate Global Advisors LLC displayed an active expansion posture, initiating 12 new positions and adding to 42 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 | 10.05% | -0.34% | +4.22% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.82% | +0.44% | +4.18% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.60% | +0.43% | +3.06% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 7.50% | +0.25% | +0.63% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.40% | +0.65% | -3.67% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 7.38% | -0.15% | +6.43% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-Other | 6.30% | +0.39% | +16.08% | |
| 8 | AXP | American Express Co | Stock-Financials | 5.17% | +0.18% | -1.32% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | +0.49% | +6.70% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 3.65% | -0.27% | +5.75% | |
| 11 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.29% | -0.28% | +2.10% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 3.04% | -0.36% | -3.05% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | -2.99% | EXIT | |
| 14 | NFLX | Netflix Inc | Stock-Comm Services | 2.59% | -0.80% | +23.59% | |
| 15 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.38% | -0.49% | -9.25% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.30% | +0.16% | +3.00% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.91% | +0.01% | +8.04% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.77% | -0.09% | +0.38% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.68% | +1.59% | +20.11% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.54% | -0.37% | +14.18% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.03% | +0.65% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.03% | +2.96% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.09% | +4.52% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.08% | -0.84% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.15% | +15.00% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.34% | -0.07% | +74.05% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.01% | +3.10% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | +0.03% | -4.18% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.23% | +0.02% | -0.03% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.20% | -0.02% | -0.20% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | +0.05% | +7.60% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.18% | EXIT | |
| 33 | CATY | Cathay General Bancorp | Stock-Other | 0.16% | +0.03% | — | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.13% | +0.08% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.13% | +0.02% | +29.29% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | — | — | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | -0.02% | -0.87% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.03% | +19.22% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.12% | — | -0.05% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.11% | — | +57.86% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.10% | — | +0.91% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.01% | -7.06% | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.09% | +0.01% | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.03% | -11.70% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.08% | +0.03% | +49.36% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.08% | -0.03% | -4.24% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | +1.26% | +15.60% | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.08% | +0.01% | — | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.08% | +0.01% | +85.34% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +1% | +16.08% | Add |
| 2 | APD | Air Products & Chemicals Inc | +0.6% | +2.10% | Add |
| 3 | NFLX | Netflix Inc | +0.6% | +23.59% | Add |
| 4 | JNJ | Johnson & Johnson | +0.3% | +0.38% | Add |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.3% | +8.04% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +4.22% | Add |
| 7 | VGSH | Vanguard Short-term Treasury | +0.2% | +74.05% | Add |
| 8 | HSY | Hershey Co/the | +0.2% | -9.25% | Trim |
| 9 | RTX | Rtx CORP | +0.2% | -3.05% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | +15.00% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | +20.11% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +4.52% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +7.35% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +19.22% | Add |
| 15 | COST | Costco Wholesale CORP | 0% | +7.60% | Add |
| 16 | ASML | ASML Holding N.V. | 0% | +110.58% | Add |
| 17 | JPM | Jpmorgan Chase & Co | 0% | +57.86% | Add |
| 18 | MS | Morgan Stanley | 0% | +85.34% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 0% | +49.36% | Add |
| 20 | FCX | Freeport-mcmoran Inc | 0% | +93.14% | Add |
| 21 | ETN | Eaton Corporation plc | 0% | -0.03% | Trim |
| 22 | AVGO | Broadcom Inc | 0% | +29.29% | Add |
| 23 | MRK | Merck & Co. Inc. | 0% | +0.91% | Add |
| 24 | DE | Deere & Co | 0% | -1.25% | Trim |
| 25 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 26 | HD | Home Depot Inc | 0% | +15.60% | Add |
| 27 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 28 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 29 | CATY | Cathay General Bancorp | 0% | — | Unchanged |
| 30 | BMY | Bristol-myers Squibb Co | 0% | -0.54% | Trim |
| 31 | T | At&t Inc | 0% | -0.90% | Trim |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +5.99% | Add |
| 33 | BAC | Bank Of America CORP | 0% | +21.46% | Add |
| 34 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 35 | PEP | Pepsico Inc | 0% | -4.24% | Trim |
| 36 | NEM | Newmont CORP | 0% | -4.64% | Trim |
| 37 | PG | Procter & Gamble Co/the | 0% | -0.20% | Trim |
| 38 | YUM | Yum! Brands Inc | 0% | — | Unchanged |
| 39 | HWC | Hancock Whitney CORP | 0% | — | Unchanged |
| 40 | MCD | Mcdonald's CORP | — | -11.70% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | — | +2.96% | Add |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | — | — | Unchanged |
| 43 | PPG | Ppg Industries Inc | — | — | Unchanged |
| 44 | PFE | Pfizer Inc | — | +0.10% | Add |
| 45 | XLY | Ss Consumer Disc Select Sect | — | — | Unchanged |
| 46 | SRE | Sempra | — | — | Unchanged |
| 47 | TEL | TE Connectivity plc | — | -0.48% | Trim |
| 48 | GE | General Electric | — | -0.65% | Trim |
| 49 | FNV | Franco-nevada CORP | — | -10.44% | Trim |
| 50 | XLV | Ss Health Care Select Sector | — | -1.06% | 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 105 disclosed positions in Q1 2026.
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, NVDA) accounted for 37.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
BP
市值: $418.7K
Top Position Liquidated / Trimmed
SPXL
前期市值: $371.9K
During Q1 2026, Iron Gate Global Advisors LLC's top holdings by market value included BRK-B (10.1%)、AMZN (8.8%)、NVDA (7.6%). The largest single position, BRK-B, represented 10.1% of total portfolio value.
In Q1 2026, Iron Gate Global Advisors LLC made 93 total portfolio adjustments, initiating 12 new buys, adding to 42 positions, trimming 32 holdings, and fully liquidating 7 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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