Iron Gate Global Advisors LLC 13F Disclosure & Portfolio Data

CIK: 0001131181

Diversified strategyMomentum followerLong-term holder

Total reported value

$946.7M

Reporting period: 2026-03-31 · Number of holdings: 105

Iron Gate Global Advisors LLC disclosed 105 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $946.7M and a quarterly turnover rate of 10.5%.

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Personality snowflake

Concentration: 22.62
Portfolio Stability: 10.46
Momentum/Contrarian: 100
Sector conviction: 56.33
Diversification: 100
Sizing Uniformity: 77.67

Iron Gate Global Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.057 — mathematically equivalent to about 18 equally-sized positions, well below its 105 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 2.23), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim AXP
-1.3%　-$11.7M
Add ICSH
+16.1%　$8.3M
Trim MSFT
+6.7%　-$10.2M
Trim GOOG
-3.7%　-$9.5M
Add APD
+2.1%　$5.2M
Add NFLX
+23.6%　$5.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	10.05%	+0.24%	+4.22%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	8.82%	-0.28%	+4.18%
3	NVDA	Nvidia CORP	Stock-Tech	7.60%	-0.05%	+3.06%
4	AAPL	Apple INC	Stock-Tech	7.50%	-0.24%	+0.63%
5	GOOG	Alphabet Inc-cl C	Stock-Comm Services	7.40%	-0.75%	-3.67%
6	META	Meta Platforms Inc-class A	Stock-Comm Services	7.38%	-0.38%	+6.43%
7	ICSH	Ishares Ultra Short Duration	ETF-Other	6.30%	+1.04%	+16.08%
8	AXP	American Express Co	Stock-Financials	5.17%	-1.04%	-1.32%
9	MSFT	Microsoft CORP	Stock-Tech	4.81%	-0.90%	+6.70%
10	UBER	Uber Technologies INC	Stock-Industrials	3.65%	-0.15%	+5.75%
11	APD	Air Products & Chemicals INC	Stock-Materials	3.29%	+0.63%	+2.10%
12	RTX	Rtx CORP	Stock-Industrials	3.04%	+0.15%	-3.05%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.99%	-0.18%	-0.62%
14	NFLX	Netflix INC	Stock-Comm Services	2.59%	+0.61%	+23.59%
15	HSY	Hershey Co/the	Stock-Consumer Staples	2.38%	+0.15%	-9.25%
16	V	Visa Inc-class A Shares	Stock-Financials	2.30%	-0.21%	+3.00%
17	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.91%	+0.25%	+8.04%
18	JNJ	Johnson & Johnson	Stock-Healthcare	1.77%	+0.33%	+0.38%
19	PANW	Palo Alto Networks INC	Stock-Tech	1.68%	+0.12%	+20.11%
20	PLTR	Palantir Technologies Inc-a	Stock-Tech	1.54%	-0.05%	+14.18%
21	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.53%	—	+0.65%
22	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.51%	—	+2.96%
23	WMT	Walmart INC	Stock-Consumer Staples	0.47%	+0.08%	+4.52%
24	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.47%	-0.02%	-0.84%
25	CAT	Caterpillar INC	Stock-Industrials	0.39%	+0.12%	+15.00%
26	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.34%	+0.15%	+74.05%
27	TSLA	Tesla INC	Stock-Consumer Disc	0.29%	-0.04%	+3.10%
28	VUG	Vanguard Growth ETF	ETF-Other	0.23%	-0.03%	-4.18%
29	ETN	Eaton Corporation plc	Stock-Industrials	0.23%	+0.03%	-0.03%
30	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.20%	—	-0.20%
31	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.19%	+0.04%	+7.60%
32	XOM	Exxon Mobil CORP	Stock-Energy	0.18%	+0.06%	+7.35%
33	CATY	Cathay General Bancorp	Stock-Other	0.16%	—	—
34	SMH	Vaneck Semiconductor ETF	ETF-Other	0.13%	—	—
35	AVGO	Broadcom INC	Stock-Tech	0.13%	—	+29.29%
36	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.12%	—	—
37	MA	Mastercard INC - A	Stock-Financials	0.12%	—	-0.87%
38	CVX	Chevron CORP	Stock-Energy	0.12%	+0.05%	+19.22%
39	EMR	Emerson Electric Co	Stock-Industrials	0.12%	—	-0.05%
40	JPM	Jpmorgan Chase & Co	Stock-Financials	0.11%	+0.04%	+57.86%
41	MRK	Merck & Co. INC.	Stock-Healthcare	0.10%	—	+0.91%
42	LLY	Eli Lilly & Co	Stock-Healthcare	0.10%	-0.02%	-7.06%
43	PPG	Ppg Industries INC	Stock-Materials	0.09%	—	—
44	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.09%	—	-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%	—	-4.24%
47	HD	Home Depot INC	Stock-Consumer Disc	0.08%	—	+15.60%
48	CARR	Carrier Global CORP	Stock-Industrials	0.08%	—	—
49	MS	Morgan Stanley	Stock-Financials	0.08%	+0.04%	+85.34%
50	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.08%	—	—

1–50 of 105

Portfolio Performance

Performance for Q3 2026

+0.9%

Performance Last 4 Quarters

+17.4%

Based on 69% of reported portfolio value with available pricing

Stdev: +16.5%
Beta: +1.15
Alpha: +1.7%
Max Drawdown: -12.9%
Annualized Perf: +23.8%
Batting Avg vs S&P: +61.1%
Sortino: +2.72
Stutzer: +0.4
Treynor: +0.2
Sterling: +1.22
Calmar: +1.85
Information Ratio: +0.61
Tracking Error: +7.2%
Stdev Down: +8.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +48%
Worst 12 Months: +13.8%
Efficiency Ratio: +0.61
Sharpe: +1.38
Stdev Sectors: +9.4%
Skewness: -0.06
Kurtosis: -0.09
Upside Potential: +4.29

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	105	$946.7M	10	1BRK-B 2AMZN 3NVDA Top holdings2026-03-31 1.BRK-B 2.AMZN 3.NVDA 4.AAPL 5.GOOG 6.META 7.ICSH 8.AXP 9.MSFT 10.UBER
2025-12-31	100	$976.6M	11	1BRK-B 2AMZN 3GOOG Top holdings2025-12-31 1.BRK-B 2.AMZN 3.GOOG 4.META 5.AAPL 6.NVDA 7.AXP 8.MSFT 9.ICSH 10.UBER
2025-09-30	116	$979.1M	30	1BRK-B 2AMZN 3META Top holdings2025-09-30 1.BRK-B 2.AMZN 3.META 4.NVDA 5.AAPL 6.GOOG 7.AXP 8.MSFT 9.UBER 10.ICSH
2025-06-30	83	$897.3M	0	1META 2AMZN 3BRK-B Top holdings2025-06-30 1.META 2.AMZN 3.BRK-B 4.NVDA 5.AAPL 6.AXP 7.MSFT 8.GOOG 9.ICSH 10.UBER
2025-03-31	95	$725.5M	100	1BRK-B 2AMZN 3AAPL Top holdings2025-03-31 1.BRK-B 2.AMZN 3.AAPL 4.META 5.AXP 6.MSFT 7.GOOG 8.ICSH 9.NVDA 10.UBER
2024-12-31	87	$708.9M	0	1BRK-B 2AAPL 3AMZN Top holdings2024-12-31 1.BRK-B 2.AAPL 3.AMZN 4.META 5.AXP 6.MSFT 7.GOOG 8.NVDA 9.ICSH 10.NFLX
2024-09-30	90	$647.0M	0	1BRK-B 2AAPL 3AMZN Top holdings2024-09-30 1.BRK-B 2.AAPL 3.AMZN 4.META 5.MSFT 6.AXP 7.GOOG 8.VCIT 9.NVDA 10.NFLX
2024-06-30	99	$606.3M	0	1BRK-B 2AAPL 3AMZN Top holdings2024-06-30 1.BRK-B 2.AAPL 3.AMZN 4.META 5.MSFT 6.AXP 7.GOOG 8.VCIT 9.NVDA 10.NFLX
2024-03-31	99	$562.4M	0	1BRK-B 2AMZN 3AAPL Top holdings2024-03-31 1.BRK-B 2.AMZN 3.AAPL 4.META 5.MSFT 6.AXP 7.GOOG 8.VCIT 9.NVDA 10.NFLX
2023-12-31	102	$505.8M	0	1AAPL 2BRK-B 3AMZN Top holdings2023-12-31 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.META 6.AXP 7.GOOG 8.BAC 9.VCIT 10.JNJ
2023-09-30	93	$444.6M	0	1BRK-B 2AAPL 3AMZN Top holdings2023-09-30 1.BRK-B 2.AAPL 3.AMZN 4.MSFT 5.META 6.GOOG 7.AXP 8.BAC 9.JNJ 10.VCIT
2023-06-30	92	$462.5M	0	1AAPL 2BRK-B 3AMZN Top holdings2023-06-30 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.AXP 6.META 7.GOOG 8.JNJ 9.BAC 10.VCIT
2023-03-31	88	$405.7M	0	1AAPL 2BRK-B 3AMZN Top holdings2023-03-31 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.AXP 6.BAC 7.JNJ 8.META 9.GOOG 10.VCIT
2022-12-31	98	$365.7M	0	1BRK-B 2AAPL 3MSFT Top holdings2022-12-31 1.BRK-B 2.AAPL 3.MSFT 4.JNJ 5.AXP 6.BAC 7.AMZN 8.SPY 9.RTX 10.ICSH
2022-09-30	92	$357.2M	0	1AAPL 2BRK-B 3AMZN Top holdings2022-09-30 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.JNJ 6.BAC 7.AXP 8.GOOG 9.META 10.ICSH
2022-06-30	88	$362.8M	0	1AAPL 2BRK-B 3AMZN Top holdings2022-06-30 1.AAPL 2.BRK-B 3.AMZN 4.JNJ 5.MSFT 6.AXP 7.BAC 8.META 9.GOOG 10.ICSH
2022-03-31	101	$437.6M	0	1AAPL 2BRK-B 3AMZN Top holdings2022-03-31 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.AXP 6.BAC 7.JNJ 8.META 9.GOOG 10.95513E
2021-12-31	117	$426.2M	0	1AAPL 2BRK-B 3AMZN Top holdings2021-12-31 1.AAPL 2.BRK-B 3.AMZN 4.JNJ 5.MSFT 6.BAC 7.META 8.AXP 9.GOOG 10.DIS
2021-09-30	113	$568.1M	0	1BAC 2AAPL 3BRK-B Top holdings2021-09-30 1.BAC 2.AAPL 3.BRK-B 4.AMZN 5.JNJ 6.META 7.MSFT 8.AXP 9.GOOG 10.DIS
2021-06-30	111	$355.6M	20	1AAPL 2AMZN 3BRK-B Top holdings2021-06-30 1.AAPL 2.AMZN 3.BRK-B 4.JNJ 5.META 6.BAC 7.AXP 8.MSFT 9.DIS 10.GOOG
2021-03-31	94	$313.5M	34	1AAPL 2BRK-B 3META Top holdings2021-03-31 1.AAPL 2.BRK-B 3.META 4.AMZN 5.JNJ 6.BAC 7.AXP 8.MSFT 9.DIS 10.HQY
2020-12-31	92	$271.1M	26	1AAPL 2BRK-B 3AMZN Top holdings2020-12-31 1.AAPL 2.BRK-B 3.AMZN 4.JNJ 5.DIS 6.AXP 7.BAC 8.META 9.HQY 10.MSFT
2020-09-30	99	$237.1M	23	1AAPL 2AMZN 3BRK-B Top holdings2020-09-30 1.AAPL 2.AMZN 3.BRK-B 4.JNJ 5.META 6.AXP 7.BAC 8.DIS 9.HQY 10.MSFT
2020-06-30	87	$206.1M	46	1AAPL 2AMZN 3JNJ Top holdings2020-06-30 1.AAPL 2.AMZN 3.JNJ 4.BRK-B 5.AXP 6.BAC 7.META 8.DIS 9.HQY 10.MSFT
2020-03-31	57	$147.2M	100	1BRK-B 2AAPL 3JNJ Top holdings2020-03-31 1.BRK-B 2.AAPL 3.JNJ 4.AMZN 5.AXP 6.BAC 7.DIS 8.META 9.HQY 10.GOOG
2019-12-31	68	$175.1M	99	137833128467073605051 Top holdings2019-12-31 1.378331 2.846707 3.605051 4.ICSH 5.JNJ 6.258161 7.DIS 8.231351 9.META 10.HQY
2019-09-30	70	$165.0M	21	1JNJ 2BRK-B 3AAPL Top holdings2019-09-30 1.JNJ 2.BRK-B 3.AAPL 4.AXP 5.DIS 6.BAC 7.META 8.BA 9.HQY 10.AMZN
2019-06-30	81	$150.4M	65	1JNJ 2BRK-B 3AAPL Top holdings2019-06-30 1.JNJ 2.BRK-B 3.AAPL 4.DIS 5.AXP 6.BAC 7.META 8.HQY 9.AMZN 10.VCSH
2019-03-31	69	$249.7M	66	1AMZN 2GOOG 3JNJ Top holdings2019-03-31 1.AMZN 2.GOOG 3.JNJ 4.BRK-B 5.BA 6.AAPL 7.AXP 8.DIS 9.BAC 10.META
2018-12-31	78	$134.9M	20	1JNJ 2BRK-B 3AAPL Top holdings2018-12-31 1.JNJ 2.BRK-B 3.AAPL 4.BAC 5.DIS 6.CMPR 7.AXP 8.META 9.HQY 10.AMZN
2018-09-30	238	$153.5M	38	1JNJ 2BRK-B 3AAPL Top holdings2018-09-30 1.JNJ 2.BRK-B 3.AAPL 4.CMPR 5.DIS 6.AXP 7.BAC 8.HQY 9.META 10.AMZN
2018-06-30	234	$136.5M	17	1JNJ 2HQY 3BRK-B Top holdings2018-06-30 1.JNJ 2.HQY 3.BRK-B 4.CMPR 5.AAPL 6.AXP 7.DIS 8.BAC 9.DVA 10.META
2018-03-31	69	$131.7M	19	1JNJ 2BRK-B 3HQY Top holdings2018-03-31 1.JNJ 2.BRK-B 3.HQY 4.CMPR 5.AAPL 6.AXP 7.BAC 8.DIS 9.DVA 10.META
2017-12-31	53	$118.1M	29	1JNJ 2BRK-B 3HQY Top holdings2017-12-31 1.JNJ 2.BRK-B 3.HQY 4.CMPR 5.AAPL 6.AXP 7.BAC 8.DVA 9.DIS 10.VCSH
2017-09-30	51	$121.9M	40	1JNJ 2GOOG 3HQY Top holdings2017-09-30 1.JNJ 2.GOOG 3.HQY 4.BRK-B 5.CMPR 6.AXP 7.DIS 8.BAC 9.DVA 10.AAPL
2017-06-30	41	$90.6M	0	1JNJ 2HQY 3BRK-B Top holdings2017-06-30 1.JNJ 2.HQY 3.BRK-B 4.CMPR 5.AXP 6.DVA 7.BAC 8.DIS 9.AAPL 10.CP

Holding changes this quarter

Iron Gate Global Advisors LLC's most significant position changes for 2026-03-31: New buy: Bp Plc-spons Adr (BP); Sold out: Direxion Daily S&p 500 Bull (SPXL); Sold out: Salesforce INC (CRM); Sold out: Abrdn Physical Gold Shares (SGOL); New buy: Gsk Plc-spon Adr (GSK).

Position changes disclosed by Iron Gate Global Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	QQQ	Invesco Qqq Trust Series 1	0%	-0.84%	Trim
23	LLY	Eli Lilly & Co	0%	-7.06%	Trim
24	GLD	Spdr Gold Shares	0%	-32.37%	Trim
25	VUG	Vanguard Growth ETF	0%	-4.18%	Trim
26	ANGX	Angel Studios INC	0%	—	Unchanged
27	TSLA	Tesla INC	0%	+3.10%	Add
28	NVDA	Nvidia CORP	-0.1%	+3.06%	Add
29	PLTR	Palantir Technologies Inc-a	-0.1%	+14.18%	Add
30	SNOW	Snowflake INC	-0.1%	-26.84%	Trim
31	UBER	Uber Technologies INC	-0.2%	+5.75%	Add
32	GOOGL	Alphabet Inc-cl A	-0.2%	-0.62%	Trim
33	V	Visa Inc-class A Shares	-0.2%	+3.00%	Add
34	AAPL	Apple INC	-0.2%	+0.63%	Add
35	AMZN	Amazon.com INC	-0.3%	+4.18%	Add
36	META	Meta Platforms Inc-class A	-0.4%	+6.43%	Add
37	GOOG	Alphabet Inc-cl C	-0.8%	-3.67%	Trim
38	MSFT	Microsoft CORP	-0.9%	+6.70%	Add
39	AXP	American Express Co	-1%	-1.32%	Trim
40	BP	Bp Plc-spons Adr	—	NEW	New buy
41	SPXL	Direxion Daily S&p 500 Bull	—	EXIT	Sold out
42	CRM	Salesforce INC	—	EXIT	Sold out
43	SGOL	Abrdn Physical Gold Shares	—	EXIT	Sold out
44	GSK	Gsk Plc-spon Adr	—	NEW	New buy
45	ISRG	Intuitive Surgical INC	—	NEW	New buy
46	GS	Goldman Sachs Group INC	—	NEW	New buy
47	VRT	Vertiv Holdings Co-a	—	NEW	New buy
48	SLV	Ishares Silver Trust	—	EXIT	Sold out
49	TPG	Tpg INC	—	EXIT	Sold out
50	RY	Royal Bank Of Canada	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-27	Amendment	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-15	Amendment	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-16	Amendment	View on EDGAR
2021-09-30	2021-11-16	13F-HR	View on EDGAR
2021-06-30	2021-08-17	13F-HR	View on EDGAR
2021-03-31	2021-05-18	13F-HR	View on EDGAR
2020-12-31	2021-02-17	13F-HR	View on EDGAR
2020-09-30	2020-11-23	Amendment	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-17	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-15	13F-HR	View on EDGAR
2019-06-30	2019-08-20	13F-HR	View on EDGAR
2019-03-31	2019-05-16	13F-HR	View on EDGAR
2018-12-31	2019-03-05	Amendment	View on EDGAR
2018-12-31	2019-02-19	13F-HR	View on EDGAR
2018-09-30	2018-11-16	13F-HR	View on EDGAR
2018-06-30	2018-08-16	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-16	13F-HR	View on EDGAR
2017-09-30	2017-11-15	13F-HR	View on EDGAR
2017-09-30	2017-11-15	Amendment	View on EDGAR
2017-06-30	2017-08-16	13F-HR	View on EDGAR

FAQ

What is Iron Gate Global Advisors LLC and what type of investor is it?

Iron Gate Global Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $946.7M, spread across 105 disclosed positions.

What are Iron Gate Global Advisors LLC's largest equity positions?

Based on the latest 13F filing, Iron Gate Global Advisors LLC's top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $95.1M (10.1%) 2. Amazon.com INC (AMZN) — $83.5M (8.8%) 3. Nvidia CORP (NVDA) — $72.0M (7.6%) 4. Apple INC (AAPL) — $71.0M (7.5%) 5. Alphabet Inc-cl C (GOOG) — $70.1M (7.4%)

What changes did Iron Gate Global Advisors LLC make in its most recent portfolio filing?

In the latest reported quarter, Iron Gate Global Advisors LLC made 49 notable position adjustments: 6 new positions were initiated, 27 existing holdings were added to, 11 positions were partially reduced, and 5 were completely exited. The largest of these moves: New buy: Bp Plc-spons Adr (BP); Sold out: Direxion Daily S&p 500 Bull (SPXL); Sold out: Salesforce INC (CRM); Sold out: Abrdn Physical Gold Shares (SGOL); New buy: Gsk Plc-spon Adr (GSK)

What sectors does Iron Gate Global Advisors LLC focus on?

Iron Gate Global Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.6% • Communication Services: 23.0% • Financials: 20.4% • Consumer Discretionary: 10.5% • Industrials: 8.8% • Materials: 4.0%

Peer Institutions

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Discerene Group LP

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Total reported value

$946.4M

12 stks

2026-03-31

Concentration76.8

Portfolio Stability17.7

Sector conviction100.0

AUM within 0.0% of this institution

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Noked Capital LTD

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Total reported value

$946.1M

48 stks

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Concentration100.0

Portfolio Stability0.0

Sector conviction100.0

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V-Square Quantitative Management LLC

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Total reported value

$945.9M

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Concentration13.3

Portfolio Stability12.9

Sector conviction67.3

AUM within 0.1% of this institution

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Similar Holdings Style

Institutions with overlapping top holdings

Financial Avengers, Inc.

CIK 0001844393

Total reported value

$219.3M

151 stks

2026-03-31

Concentration27.4

Portfolio Stability15.2

Sector conviction67.3

5 of the top 5 holdings overlap, including Nvidia CORP

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Fred Alger Management, LLC

CIK 0000003520

Total reported value

$22.8B

525 stks

2026-03-31

Concentration16.8

Portfolio Stability32.2

Sector conviction81.0

4 of the top 5 holdings overlap, including Nvidia CORP

View detail

Cannell & Co.

CIK 0000016972

Total reported value

$3.2B

269 stks

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Stale — no recent filing

Concentration6.9

Portfolio Stability0.0

Sector conviction38.5

4 of the top 5 holdings overlap, including Alphabet Inc-cl C

View detail

Iron Gate Global Advisors LLC 13F Disclosure & Portfolio Data

CIK: 0001131181

Diversified strategyMomentum followerLong-term holder

Total reported value

$946.7M

Reporting period: 2026-03-31 · Number of holdings: 105

Iron Gate Global Advisors LLC disclosed 105 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $946.7M and a quarterly turnover rate of 10.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "I"

Personality snowflake

Concentration: 22.62
Portfolio Stability: 10.46
Momentum/Contrarian: 100
Sector conviction: 56.33
Diversification: 100
Sizing Uniformity: 77.67

Position sizes vary widely across the portfolio (a coefficient of variation of 2.23), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim AXP
-1.3%　-$11.7M
Add ICSH
+16.1%　$8.3M
Trim MSFT
+6.7%　-$10.2M
Trim GOOG
-3.7%　-$9.5M
Add APD
+2.1%　$5.2M
Add NFLX
+23.6%　$5.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	10.05%	+0.24%	+4.22%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	8.82%	-0.28%	+4.18%
3	NVDA	Nvidia CORP	Stock-Tech	7.60%	-0.05%	+3.06%
4	AAPL	Apple INC	Stock-Tech	7.50%	-0.24%	+0.63%
5	GOOG	Alphabet Inc-cl C	Stock-Comm Services	7.40%	-0.75%	-3.67%
6	META	Meta Platforms Inc-class A	Stock-Comm Services	7.38%	-0.38%	+6.43%
7	ICSH	Ishares Ultra Short Duration	ETF-Other	6.30%	+1.04%	+16.08%
8	AXP	American Express Co	Stock-Financials	5.17%	-1.04%	-1.32%
9	MSFT	Microsoft CORP	Stock-Tech	4.81%	-0.90%	+6.70%
10	UBER	Uber Technologies INC	Stock-Industrials	3.65%	-0.15%	+5.75%
11	APD	Air Products & Chemicals INC	Stock-Materials	3.29%	+0.63%	+2.10%
12	RTX	Rtx CORP	Stock-Industrials	3.04%	+0.15%	-3.05%
13	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.99%	-0.18%	-0.62%
14	NFLX	Netflix INC	Stock-Comm Services	2.59%	+0.61%	+23.59%
15	HSY	Hershey Co/the	Stock-Consumer Staples	2.38%	+0.15%	-9.25%
16	V	Visa Inc-class A Shares	Stock-Financials	2.30%	-0.21%	+3.00%
17	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.91%	+0.25%	+8.04%
18	JNJ	Johnson & Johnson	Stock-Healthcare	1.77%	+0.33%	+0.38%
19	PANW	Palo Alto Networks INC	Stock-Tech	1.68%	+0.12%	+20.11%
20	PLTR	Palantir Technologies Inc-a	Stock-Tech	1.54%	-0.05%	+14.18%
21	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.53%	—	+0.65%
22	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.51%	—	+2.96%
23	WMT	Walmart INC	Stock-Consumer Staples	0.47%	+0.08%	+4.52%
24	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.47%	-0.02%	-0.84%
25	CAT	Caterpillar INC	Stock-Industrials	0.39%	+0.12%	+15.00%
26	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.34%	+0.15%	+74.05%
27	TSLA	Tesla INC	Stock-Consumer Disc	0.29%	-0.04%	+3.10%
28	VUG	Vanguard Growth ETF	ETF-Other	0.23%	-0.03%	-4.18%
29	ETN	Eaton Corporation plc	Stock-Industrials	0.23%	+0.03%	-0.03%
30	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.20%	—	-0.20%
31	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.19%	+0.04%	+7.60%
32	XOM	Exxon Mobil CORP	Stock-Energy	0.18%	+0.06%	+7.35%
33	CATY	Cathay General Bancorp	Stock-Other	0.16%	—	—
34	SMH	Vaneck Semiconductor ETF	ETF-Other	0.13%	—	—
35	AVGO	Broadcom INC	Stock-Tech	0.13%	—	+29.29%
36	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.12%	—	—
37	MA	Mastercard INC - A	Stock-Financials	0.12%	—	-0.87%
38	CVX	Chevron CORP	Stock-Energy	0.12%	+0.05%	+19.22%
39	EMR	Emerson Electric Co	Stock-Industrials	0.12%	—	-0.05%
40	JPM	Jpmorgan Chase & Co	Stock-Financials	0.11%	+0.04%	+57.86%
41	MRK	Merck & Co. INC.	Stock-Healthcare	0.10%	—	+0.91%
42	LLY	Eli Lilly & Co	Stock-Healthcare	0.10%	-0.02%	-7.06%
43	PPG	Ppg Industries INC	Stock-Materials	0.09%	—	—
44	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.09%	—	-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%	—	-4.24%
47	HD	Home Depot INC	Stock-Consumer Disc	0.08%	—	+15.60%
48	CARR	Carrier Global CORP	Stock-Industrials	0.08%	—	—
49	MS	Morgan Stanley	Stock-Financials	0.08%	+0.04%	+85.34%
50	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.08%	—	—

1–50 of 105

Portfolio Performance

Performance for Q3 2026

+0.9%

Performance Last 4 Quarters

+17.4%

Based on 69% of reported portfolio value with available pricing

Stdev: +16.5%
Beta: +1.15
Alpha: +1.7%
Max Drawdown: -12.9%
Annualized Perf: +23.8%
Batting Avg vs S&P: +61.1%
Sortino: +2.72
Stutzer: +0.4
Treynor: +0.2
Sterling: +1.22
Calmar: +1.85
Information Ratio: +0.61
Tracking Error: +7.2%
Stdev Down: +8.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +48%
Worst 12 Months: +13.8%
Efficiency Ratio: +0.61
Sharpe: +1.38
Stdev Sectors: +9.4%
Skewness: -0.06
Kurtosis: -0.09
Upside Potential: +4.29

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	105	$946.7M	10	1BRK-B 2AMZN 3NVDA Top holdings2026-03-31 1.BRK-B 2.AMZN 3.NVDA 4.AAPL 5.GOOG 6.META 7.ICSH 8.AXP 9.MSFT 10.UBER
2025-12-31	100	$976.6M	11	1BRK-B 2AMZN 3GOOG Top holdings2025-12-31 1.BRK-B 2.AMZN 3.GOOG 4.META 5.AAPL 6.NVDA 7.AXP 8.MSFT 9.ICSH 10.UBER
2025-09-30	116	$979.1M	30	1BRK-B 2AMZN 3META Top holdings2025-09-30 1.BRK-B 2.AMZN 3.META 4.NVDA 5.AAPL 6.GOOG 7.AXP 8.MSFT 9.UBER 10.ICSH
2025-06-30	83	$897.3M	0	1META 2AMZN 3BRK-B Top holdings2025-06-30 1.META 2.AMZN 3.BRK-B 4.NVDA 5.AAPL 6.AXP 7.MSFT 8.GOOG 9.ICSH 10.UBER
2025-03-31	95	$725.5M	100	1BRK-B 2AMZN 3AAPL Top holdings2025-03-31 1.BRK-B 2.AMZN 3.AAPL 4.META 5.AXP 6.MSFT 7.GOOG 8.ICSH 9.NVDA 10.UBER
2024-12-31	87	$708.9M	0	1BRK-B 2AAPL 3AMZN Top holdings2024-12-31 1.BRK-B 2.AAPL 3.AMZN 4.META 5.AXP 6.MSFT 7.GOOG 8.NVDA 9.ICSH 10.NFLX
2024-09-30	90	$647.0M	0	1BRK-B 2AAPL 3AMZN Top holdings2024-09-30 1.BRK-B 2.AAPL 3.AMZN 4.META 5.MSFT 6.AXP 7.GOOG 8.VCIT 9.NVDA 10.NFLX
2024-06-30	99	$606.3M	0	1BRK-B 2AAPL 3AMZN Top holdings2024-06-30 1.BRK-B 2.AAPL 3.AMZN 4.META 5.MSFT 6.AXP 7.GOOG 8.VCIT 9.NVDA 10.NFLX
2024-03-31	99	$562.4M	0	1BRK-B 2AMZN 3AAPL Top holdings2024-03-31 1.BRK-B 2.AMZN 3.AAPL 4.META 5.MSFT 6.AXP 7.GOOG 8.VCIT 9.NVDA 10.NFLX
2023-12-31	102	$505.8M	0	1AAPL 2BRK-B 3AMZN Top holdings2023-12-31 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.META 6.AXP 7.GOOG 8.BAC 9.VCIT 10.JNJ
2023-09-30	93	$444.6M	0	1BRK-B 2AAPL 3AMZN Top holdings2023-09-30 1.BRK-B 2.AAPL 3.AMZN 4.MSFT 5.META 6.GOOG 7.AXP 8.BAC 9.JNJ 10.VCIT
2023-06-30	92	$462.5M	0	1AAPL 2BRK-B 3AMZN Top holdings2023-06-30 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.AXP 6.META 7.GOOG 8.JNJ 9.BAC 10.VCIT
2023-03-31	88	$405.7M	0	1AAPL 2BRK-B 3AMZN Top holdings2023-03-31 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.AXP 6.BAC 7.JNJ 8.META 9.GOOG 10.VCIT
2022-12-31	98	$365.7M	0	1BRK-B 2AAPL 3MSFT Top holdings2022-12-31 1.BRK-B 2.AAPL 3.MSFT 4.JNJ 5.AXP 6.BAC 7.AMZN 8.SPY 9.RTX 10.ICSH
2022-09-30	92	$357.2M	0	1AAPL 2BRK-B 3AMZN Top holdings2022-09-30 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.JNJ 6.BAC 7.AXP 8.GOOG 9.META 10.ICSH
2022-06-30	88	$362.8M	0	1AAPL 2BRK-B 3AMZN Top holdings2022-06-30 1.AAPL 2.BRK-B 3.AMZN 4.JNJ 5.MSFT 6.AXP 7.BAC 8.META 9.GOOG 10.ICSH
2022-03-31	101	$437.6M	0	1AAPL 2BRK-B 3AMZN Top holdings2022-03-31 1.AAPL 2.BRK-B 3.AMZN 4.MSFT 5.AXP 6.BAC 7.JNJ 8.META 9.GOOG 10.95513E
2021-12-31	117	$426.2M	0	1AAPL 2BRK-B 3AMZN Top holdings2021-12-31 1.AAPL 2.BRK-B 3.AMZN 4.JNJ 5.MSFT 6.BAC 7.META 8.AXP 9.GOOG 10.DIS
2021-09-30	113	$568.1M	0	1BAC 2AAPL 3BRK-B Top holdings2021-09-30 1.BAC 2.AAPL 3.BRK-B 4.AMZN 5.JNJ 6.META 7.MSFT 8.AXP 9.GOOG 10.DIS
2021-06-30	111	$355.6M	20	1AAPL 2AMZN 3BRK-B Top holdings2021-06-30 1.AAPL 2.AMZN 3.BRK-B 4.JNJ 5.META 6.BAC 7.AXP 8.MSFT 9.DIS 10.GOOG
2021-03-31	94	$313.5M	34	1AAPL 2BRK-B 3META Top holdings2021-03-31 1.AAPL 2.BRK-B 3.META 4.AMZN 5.JNJ 6.BAC 7.AXP 8.MSFT 9.DIS 10.HQY
2020-12-31	92	$271.1M	26	1AAPL 2BRK-B 3AMZN Top holdings2020-12-31 1.AAPL 2.BRK-B 3.AMZN 4.JNJ 5.DIS 6.AXP 7.BAC 8.META 9.HQY 10.MSFT
2020-09-30	99	$237.1M	23	1AAPL 2AMZN 3BRK-B Top holdings2020-09-30 1.AAPL 2.AMZN 3.BRK-B 4.JNJ 5.META 6.AXP 7.BAC 8.DIS 9.HQY 10.MSFT
2020-06-30	87	$206.1M	46	1AAPL 2AMZN 3JNJ Top holdings2020-06-30 1.AAPL 2.AMZN 3.JNJ 4.BRK-B 5.AXP 6.BAC 7.META 8.DIS 9.HQY 10.MSFT
2020-03-31	57	$147.2M	100	1BRK-B 2AAPL 3JNJ Top holdings2020-03-31 1.BRK-B 2.AAPL 3.JNJ 4.AMZN 5.AXP 6.BAC 7.DIS 8.META 9.HQY 10.GOOG
2019-12-31	68	$175.1M	99	137833128467073605051 Top holdings2019-12-31 1.378331 2.846707 3.605051 4.ICSH 5.JNJ 6.258161 7.DIS 8.231351 9.META 10.HQY
2019-09-30	70	$165.0M	21	1JNJ 2BRK-B 3AAPL Top holdings2019-09-30 1.JNJ 2.BRK-B 3.AAPL 4.AXP 5.DIS 6.BAC 7.META 8.BA 9.HQY 10.AMZN
2019-06-30	81	$150.4M	65	1JNJ 2BRK-B 3AAPL Top holdings2019-06-30 1.JNJ 2.BRK-B 3.AAPL 4.DIS 5.AXP 6.BAC 7.META 8.HQY 9.AMZN 10.VCSH
2019-03-31	69	$249.7M	66	1AMZN 2GOOG 3JNJ Top holdings2019-03-31 1.AMZN 2.GOOG 3.JNJ 4.BRK-B 5.BA 6.AAPL 7.AXP 8.DIS 9.BAC 10.META
2018-12-31	78	$134.9M	20	1JNJ 2BRK-B 3AAPL Top holdings2018-12-31 1.JNJ 2.BRK-B 3.AAPL 4.BAC 5.DIS 6.CMPR 7.AXP 8.META 9.HQY 10.AMZN
2018-09-30	238	$153.5M	38	1JNJ 2BRK-B 3AAPL Top holdings2018-09-30 1.JNJ 2.BRK-B 3.AAPL 4.CMPR 5.DIS 6.AXP 7.BAC 8.HQY 9.META 10.AMZN
2018-06-30	234	$136.5M	17	1JNJ 2HQY 3BRK-B Top holdings2018-06-30 1.JNJ 2.HQY 3.BRK-B 4.CMPR 5.AAPL 6.AXP 7.DIS 8.BAC 9.DVA 10.META
2018-03-31	69	$131.7M	19	1JNJ 2BRK-B 3HQY Top holdings2018-03-31 1.JNJ 2.BRK-B 3.HQY 4.CMPR 5.AAPL 6.AXP 7.BAC 8.DIS 9.DVA 10.META
2017-12-31	53	$118.1M	29	1JNJ 2BRK-B 3HQY Top holdings2017-12-31 1.JNJ 2.BRK-B 3.HQY 4.CMPR 5.AAPL 6.AXP 7.BAC 8.DVA 9.DIS 10.VCSH
2017-09-30	51	$121.9M	40	1JNJ 2GOOG 3HQY Top holdings2017-09-30 1.JNJ 2.GOOG 3.HQY 4.BRK-B 5.CMPR 6.AXP 7.DIS 8.BAC 9.DVA 10.AAPL
2017-06-30	41	$90.6M	0	1JNJ 2HQY 3BRK-B Top holdings2017-06-30 1.JNJ 2.HQY 3.BRK-B 4.CMPR 5.AXP 6.DVA 7.BAC 8.DIS 9.AAPL 10.CP

Holding changes this quarter

Position changes disclosed by Iron Gate Global Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	QQQ	Invesco Qqq Trust Series 1	0%	-0.84%	Trim
23	LLY	Eli Lilly & Co	0%	-7.06%	Trim
24	GLD	Spdr Gold Shares	0%	-32.37%	Trim
25	VUG	Vanguard Growth ETF	0%	-4.18%	Trim
26	ANGX	Angel Studios INC	0%	—	Unchanged
27	TSLA	Tesla INC	0%	+3.10%	Add
28	NVDA	Nvidia CORP	-0.1%	+3.06%	Add
29	PLTR	Palantir Technologies Inc-a	-0.1%	+14.18%	Add
30	SNOW	Snowflake INC	-0.1%	-26.84%	Trim
31	UBER	Uber Technologies INC	-0.2%	+5.75%	Add
32	GOOGL	Alphabet Inc-cl A	-0.2%	-0.62%	Trim
33	V	Visa Inc-class A Shares	-0.2%	+3.00%	Add
34	AAPL	Apple INC	-0.2%	+0.63%	Add
35	AMZN	Amazon.com INC	-0.3%	+4.18%	Add
36	META	Meta Platforms Inc-class A	-0.4%	+6.43%	Add
37	GOOG	Alphabet Inc-cl C	-0.8%	-3.67%	Trim
38	MSFT	Microsoft CORP	-0.9%	+6.70%	Add
39	AXP	American Express Co	-1%	-1.32%	Trim
40	BP	Bp Plc-spons Adr	—	NEW	New buy
41	SPXL	Direxion Daily S&p 500 Bull	—	EXIT	Sold out
42	CRM	Salesforce INC	—	EXIT	Sold out
43	SGOL	Abrdn Physical Gold Shares	—	EXIT	Sold out
44	GSK	Gsk Plc-spon Adr	—	NEW	New buy
45	ISRG	Intuitive Surgical INC	—	NEW	New buy
46	GS	Goldman Sachs Group INC	—	NEW	New buy
47	VRT	Vertiv Holdings Co-a	—	NEW	New buy
48	SLV	Ishares Silver Trust	—	EXIT	Sold out
49	TPG	Tpg INC	—	EXIT	Sold out
50	RY	Royal Bank Of Canada	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-15	13F-HR	View on EDGAR
2025-12-31	2026-02-17	13F-HR	View on EDGAR
2025-09-30	2025-11-14	13F-HR	View on EDGAR
2025-06-30	2025-08-14	13F-HR	View on EDGAR
2025-03-31	2025-05-27	Amendment	View on EDGAR
2025-03-31	2025-05-15	13F-HR	View on EDGAR
2024-12-31	2025-02-13	13F-HR	View on EDGAR
2024-09-30	2024-11-14	13F-HR	View on EDGAR
2024-06-30	2024-08-14	13F-HR	View on EDGAR
2024-03-31	2024-05-15	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-10	13F-HR	View on EDGAR
2023-03-31	2023-05-15	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-15	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-15	Amendment	View on EDGAR
2021-12-31	2022-02-14	13F-HR	View on EDGAR
2021-09-30	2021-11-16	Amendment	View on EDGAR
2021-09-30	2021-11-16	13F-HR	View on EDGAR
2021-06-30	2021-08-17	13F-HR	View on EDGAR
2021-03-31	2021-05-18	13F-HR	View on EDGAR
2020-12-31	2021-02-17	13F-HR	View on EDGAR
2020-09-30	2020-11-23	Amendment	View on EDGAR
2020-09-30	2020-11-16	13F-HR	View on EDGAR
2020-06-30	2020-08-17	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-02-14	13F-HR	View on EDGAR
2019-09-30	2019-11-15	13F-HR	View on EDGAR
2019-06-30	2019-08-20	13F-HR	View on EDGAR
2019-03-31	2019-05-16	13F-HR	View on EDGAR
2018-12-31	2019-03-05	Amendment	View on EDGAR
2018-12-31	2019-02-19	13F-HR	View on EDGAR
2018-09-30	2018-11-16	13F-HR	View on EDGAR
2018-06-30	2018-08-16	13F-HR	View on EDGAR
2018-03-31	2018-05-15	13F-HR	View on EDGAR
2017-12-31	2018-02-16	13F-HR	View on EDGAR
2017-09-30	2017-11-15	13F-HR	View on EDGAR
2017-09-30	2017-11-15	Amendment	View on EDGAR
2017-06-30	2017-08-16	13F-HR	View on EDGAR