Iron-Gate-Global-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SNOW",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "APG",
  "T",
  "CAT",
  "AVGO",
  "PL",
  "FCX",
  "HD",
  null,
  "MCD",
  "FNV",
  "GBCI",
  "EMR",
  "META",
  null,
  "PDSB",
  "DTC",
  "MA",
  "MSFT",
  "MS",
  "HQY",
  "HSY",
  "ORCL",
  null,
  null,
  "PEP",
  "VGSH",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "PPG",
  "SRE",
  "RTX",
  "GLD",
  null,
  "TDG",
  "UBER",
  "MRNA",
  "VCIT",
  null,
  "TSM",
  null,
  "FSK",
  "VYM",
  "VRT",
  "HWC",
  "SDY",
  "SGOL",
  "AMZN",
  "VUG",
  "VBR",
  "VOO",
  "V",
  "WMT",
  "WW",
  "YUM",
  "DVY",
  "OTIS",
  "CRM",
  null,
  "KMB",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CPB",
  "CARR",
  "CATY",
  "CVX",
  "CMCSA",
  "CORT",
  "COST",
  "CRWD",
  "DE",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-27
Total Holdings: 95
Total Value: 725475331
Accession Number: 0001085146-25-003400
Form Type: 13F-HR/A
CIK: iron-gate-global-advisors
Manager Name: Iron-Gate-Global-Advisors

Data Enrichment

92% identified

87 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $725.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 5

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:173.3K

Value:$92.3M

% of Portfolio:12.7% ($92.3M/$725.5M)

AMAZON COM INC

AMZN|023135106

Shares:354.8K

Value:$67.5M

% of Portfolio:9.3% ($67.5M/$725.5M)

Apple Inc.

AAPL|037833100

Shares:294.7K

Value:$65.5M

% of Portfolio:9.0% ($65.5M/$725.5M)

Meta Platforms, Inc.

META|30303M102

Shares:99.6K

Value:$57.4M

% of Portfolio:7.9% ($57.4M/$725.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:164.3K

Value:$44.2M

% of Portfolio:6.1% ($44.2M/$725.5M)

MICROSOFT CORP

MSFT|594918104

Shares:110.8K

Value:$41.6M

% of Portfolio:5.7% ($41.6M/$725.5M)

Alphabet Inc.

GOOG|02079K107

Shares:245.4K

Value:$38.3M

% of Portfolio:5.3% ($38.3M/$725.5M)

46434V878

Shares:685.2K

Value:$34.7M

% of Portfolio:4.8% ($34.7M/$725.5M)

NVIDIA CORP

NVDA|67066G104

Shares:317.4K

Value:$34.4M

% of Portfolio:4.7% ($34.4M/$725.5M)

Uber Technologies, Inc

UBER|90353T100

Shares:410.8K

Value:$29.9M

% of Portfolio:4.1% ($29.9M/$725.5M)

NETFLIX INC

NFLX|64110L106

Shares:30.4K

Value:$28.4M

% of Portfolio:3.9% ($28.4M/$725.5M)

VISA INC.

V|92826C839

Shares:62.9K

Value:$22.0M

% of Portfolio:3.0% ($22.0M/$725.5M)

RTX Corp

RTX|75513E101

Shares:158.6K

Value:$21.0M

% of Portfolio:2.9% ($21.0M/$725.5M)

HERSHEY CO

HSY|427866108

Shares:117.9K

Value:$20.2M

% of Portfolio:2.8% ($20.2M/$725.5M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:53.2K

Value:$15.7M

% of Portfolio:2.2% ($15.7M/$725.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:96.6K

Value:$14.9M

% of Portfolio:2.1% ($14.9M/$725.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:68.3K

Value:$11.3M

% of Portfolio:1.6% ($11.3M/$725.5M)

921946406

VYM|921946406

Shares:86.2K

Value:$11.1M

% of Portfolio:1.5% ($11.1M/$725.5M)

Snowflake Inc.

SNOW|833445109

Shares:54.8K

Value:$8.0M

% of Portfolio:1.1% ($8.0M/$725.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:11.3K

Value:$6.3M

% of Portfolio:0.9% ($6.3M/$725.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	173.3K	QoQ +2.15% (+3.7K) YoY +7.32% (+11.8K)	All Managers (Combined)	$92.3M	12.7% ($92.3M/$725.5M)	QoQ +20.02% (+$15.4M) YoY +36.16% (+$24.5M)
AMAZON COM INC(AMZNcusip023135106)	354.8K	QoQ +7.45% (-24.6K) YoY +4335.60% (+346.8K)	All Managers (Combined)	$67.5M	9.3% ($67.5M/$725.5M)	QoQ -6.83% (-$5.0M) YoY +11524.20% (+$66.9M)
Apple Inc.(AAPLcusip037833100)	294.7K	QoQ -0.51% (-1.5K) YoY +1492.96% (+276.2K)	All Managers (Combined)	$65.5M	9.0% ($65.5M/$725.5M)	QoQ -11.62% (-$8.6M) YoY +18905.29% (+$65.1M)
Meta Platforms, Inc.(METAcusip30303M102)	99.6K	QoQ -1.71% (-1.7K) YoY +7011.14% (+98.2K)	All Managers (Combined)	$57.4M	7.9% ($57.4M/$725.5M)	QoQ -3.39% (-$2.0M) YoY +16087.17% (+$57.0M)
AMERICAN EXPRESS CO(AXPcusip025816109)	164.3K	QoQ -0.53% (-883) YoY +1.30% (+2.1K)	All Managers (Combined)	$44.2M	6.1% ($44.2M/$725.5M)	QoQ -9.86% (-$4.8M) YoY +19.52% (+$7.2M)
MICROSOFT CORP(MSFTcusip594918104)	110.8K	QoQ +3.42% (-3.7K) YoY +8426.76% (+109.5K)	All Managers (Combined)	$41.6M	5.7% ($41.6M/$725.5M)	QoQ -7.88% (-$3.6M) YoY +24517.21% (+$41.4M)
Alphabet Inc.(GOOGcusip02079K107)	245.4K	QoQ +20.53% (-41.8K) YoY +30.58% (+57.5K)	All Managers (Combined)	$38.3M	5.3% ($38.3M/$725.5M)	QoQ -1.26% (-$493.0K) YoY +30.70% (+$9.0M)
(cusip46434V878)✕	685.2K	QoQ +16.83% (+98.8K) YoY +10318.53% (+678.6K)	All Managers (Combined)	$34.7M	4.8% ($34.7M/$725.5M)	QoQ +17.46% (+$5.2M) YoY +10392.63% (+$34.4M)
NVIDIA CORP(NVDAcusip67066G104)	317.4K	QoQ +20.71% (-54.5K) YoY +1423.19% (+296.6K)	All Managers (Combined)	$34.4M	4.7% ($34.4M/$725.5M)	QoQ -4.80% (-$1.7M) YoY +82.63% (+$15.6M)
Uber Technologies, Inc(UBERcusip90353T100)	410.8K	QoQ +35.34% (+107.3K) YoY +106.49% (+211.9K)	All Managers (Combined)	$29.9M	4.1% ($29.9M/$725.5M)	QoQ +63.19% (+$11.6M) YoY +95.97% (+$14.7M)
NETFLIX INC(NFLXcusip64110L106)	30.4K	QoQ -3.18% (-1.0K) YoY +4243.28% (+29.7K)	All Managers (Combined)	$28.4M	3.9% ($28.4M/$725.5M)	QoQ +1.28% (-$360.7K) YoY +13544.07% (+$28.1M)
VISA INC.(Vcusip92826C839)	62.9K	QoQ +5.86% (+3.5K) YoY +25.50% (+12.8K)	All Managers (Combined)	$22.0M	3.0% ($22.0M/$725.5M)	QoQ +17.39% (+$3.3M) YoY +58.44% (+$8.1M)
RTX Corp(RTXcusip75513E101)	158.6K	QoQ -2.21% (-3.6K) YoY +2.05% (+3.2K)	All Managers (Combined)	$21.0M	2.9% ($21.0M/$725.5M)	QoQ +12.02% (-$2.3M) YoY +39.03% (+$5.9M)
HERSHEY CO(HSYcusip427866108)	117.9K	QoQ +56.33% (+42.5K) YoY +108.66% (+61.4K)	All Managers (Combined)	$20.2M	2.8% ($20.2M/$725.5M)	QoQ +57.94% (+$7.4M) YoY +81.81% (+$9.1M)
Air Products & Chemicals, Inc.(APDcusip009158106)	53.2K	QoQ +0.36% (+196) YoY +14.57% (+6.8K)	All Managers (Combined)	$15.7M	2.2% ($15.7M/$725.5M)	QoQ +2.06% (+$317.4K) YoY +38.68% (+$4.4M)
Alphabet Inc.(GOOGLcusip02079K305)	96.6K	QoQ +6.03% (-5.5K) YoY +8.03% (+7.2K)	All Managers (Combined)	$14.9M	2.1% ($14.9M/$725.5M)	QoQ -13.38% (-$2.3M) YoY +7.90% (+$1.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	68.3K	QoQ -0.36% (-251) YoY -0.83% (-572)	All Managers (Combined)	$11.3M	1.6% ($11.3M/$725.5M)	QoQ +14.24% (-$1.4M) YoY +4.44% (-$481.7K)
(VYMcusip921946406)	86.2K	QoQ +13.91% (+10.5K) YoY +48.36% (+28.1K)	All Managers (Combined)	$11.1M	1.5% ($11.1M/$725.5M)	QoQ +15.13% (+$1.5M) YoY +58.70% (+$4.1M)
Snowflake Inc.(SNOWcusip833445109)	54.8K	QoQ -0.07% (-42) YoY +370.10% (+43.2K)	All Managers (Combined)	$8.0M	1.1% ($8.0M/$725.5M)	QoQ -5.41% (-$458.9K) YoY +326.79% (+$6.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	11.3K	QoQ +35.77% (+3.0K) YoY -77.55% (-39.0K)	All Managers (Combined)	$6.3M	0.9% ($6.3M/$725.5M)	QoQ +29.94% (+$1.5M) YoY +3.61% (-$221.1K)