Iron Gate Global Advisors LLC

Q2 2026 13F-HR Holdings

Location
Nsl, UT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
109
Total value ($000)
$1,034,843
Net value change ($000)
+88,173 (9.3%)
New positions
10
Sold out positions
6
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PANW 17,873 112.2%
GOOGL 13,229 18.9%
HD 13,109 1757.2%
AMZN 12,263 14.7%
NVDA 11,136 15.5%
ICSH 9,566 16.0%
MSFT 9,331 20.5%
AAPL 9,243 13.0%
AXP 6,445 13.2%
BRK-B 5,377 5.7%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -28,297 -100.0%
NFLX -5,998 -24.5%
HSY -2,967 -13.2%
PLTR -2,488 -17.0%
XOM -1,719 -100.0%
RTX -1,042 -3.6%
WMT -522 -11.7%
VGSH -420 -12.9%
T -265 -100.0%
CMCSA -261 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type