1y return+12.6%S&P 500 +20.9%
3y return+78.1%S&P 500 +68.5%
5y return+81.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2020: $305 against $290 in the S&P 500.2
Iron Gate Global Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $100.5M | 9.7% | +1.2% |
| AMZNAmazon Com Inc | $95.8M | 9.3% | |
| GOOGAlphabet Inc | $83.3M | 8.1% | −3.5% |
| NVDANvidia Corporation | $83.1M | 8.0% | |
| AAPLApple Inc | $80.2M | 7.8% | |
| METAMeta Platforms Inc | $74.8M | 7.2% | +8.8% |
| ICSHIshares Tr | $69.2M | 6.7% | +16.1% |
| AXPAmerican Express Co | $55.4M | 5.4% | +1.2% |
| MSFTMicrosoft Corp | $54.8M | 5.3% | +19.6% |
| UBERUber Technologies Inc | $35.0M | 3.4% | |
| PANWPalo Alto Networks Inc | $33.8M | 3.3% | |
| APDAir Products And Chemicals I | $31.2M | 3.0% | |
| RTXRtx Corporation | $27.7M | 2.7% | −2.0% |
| VVisa Inc | $25.5M | 2.5% | +3.4% |
| VYMVanguard Whitehall Fds | $19.8M | 1.9% | +2.8% |
| HSYHershey Co | $19.6M | 1.9% | +2.9% |
| NFLXNetflix Inc. | $18.5M | 1.8% | +1.7% |
| JNJJohnson & Johnson | $17.4M | 1.7% | |
| HDHome Depot Inc | $13.9M | 1.3% | +1632.9% |
| PLTRPalantir Technologies Inc | $12.1M | 1.2% | +4.0% |
| SPYState Str Spdr S&p 500 Etf T | $5.8M | 0.6% | +1.4% |
| QQQInvesco Qqq Tr | $5.7M | 0.6% | |
| VTIVanguard Index Fds | $5.5M | 0.5% | −1.3% |
| CATCaterpillar Inc | $5.5M | 0.5% | |
| WMTWalmart Inc | $4.0M | 0.4% | −3.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $83.1M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $5.5M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $1.5M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $83.3M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $2.6M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $55.4M |
| TSMTaiwan Semiconductor Manufac | March 31, 2024 | +251.0% | $1.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $1.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $80.2M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $2.4M |
Sold off last quarter
- GOOGLAlphabet Inc was $28.3M
- Exxon Mobil CorpCUSIP 30231G102 was $1.7M
- TAt&t Inc was $265K
- CMCSAComcast Corp New was $261K
- NVONovo-nordisk A S was $216K
- HALHalliburton Co was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.9% | +14.8% |
| March 31, 2026 | −6.8% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +12.8% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | +3.9% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +6.1% | +4.0% |
| March 31, 2024 | +13.5% | +10.0% |
| December 31, 2023 | +12.6% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +12.6% | +8.3% |
| March 31, 2023 | +9.5% | +7.0% |
| December 31, 2022 | +2.7% | +7.1% |
| September 30, 2022 | −3.1% | −5.3% |
| June 30, 2022 | −21.2% | −16.5% |
| March 31, 2022 | +0.4% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Iron Gate Global Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1131181&type=13F-HR&dateb=&owner=include&count=40CIK 1131181
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1131181/000113118126000003/Filed August 14, 2026 · accession 0001131181-26-000003