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

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Palantir Technologies Inc.

PLTR|69608A108

Shares:62.3K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$725.5M)

922908769

VTI|922908769

Shares:14.9K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$725.5M)

Walmart Inc.

WMT|931142103

Shares:43.3K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$725.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:7.7K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$725.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:16.4K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$725.5M)

Mastercard Inc

MA|57636Q104

Shares:3.5K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$725.5M)

Broadcom Inc.

AVGO|11135F101

Shares:11.1K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$725.5M)

922908736

VUG|922908736

Shares:4.9K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$725.5M)

Eaton Corp plc

ETN|G29183103

Shares:6.0K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$725.5M)

HEALTHEQUITY, INC.

HQY|42226A107

Shares:17.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$725.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.6K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$725.5M)

CATERPILLAR INC

CAT|149123101

Shares:4.5K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$725.5M)

HOME DEPOT, INC.

HD|437076102

Shares:4.0K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$725.5M)

CATHAY GENERAL BANCORP

CATY|149150104

Shares:31.1K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$725.5M)

PEPSICO INC

PEP|713448108

Shares:8.5K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$725.5M)

92206C102

VGSH|92206C102

Shares:18.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$725.5M)

MCDONALDS CORP

MCD|580135101

Shares:3.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$725.5M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.8K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$725.5M)

92206C870

VCIT|92206C870

Shares:12.3K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$725.5M)

922908611

VBR|922908611

Shares:5.2K

Value:$968.7K

% of Portfolio:0.1% ($968.7K/$725.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	62.3K	QoQ +206.79% (+42.0K) YoY NEW(+62.3K)	All Managers (Combined)	$5.3M	0.7% ($5.3M/$725.5M)	QoQ +242.37% (+$3.7M) YoY NEW(+$5.3M)
(VTIcusip922908769)	14.9K	QoQ 0.00% (-1) YoY +2.71% (+394)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$725.5M)	QoQ -5.17% (-$223.2K) YoY +8.84% (+$332.4K)
Walmart Inc.(WMTcusip931142103)	43.3K	QoQ -9.47% (-4.5K) YoY -10.31% (-5.0K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$725.5M)	QoQ -11.82% (-$510.9K) YoY +30.99% (-$901.1K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	7.7K	QoQ +30.55% (+1.8K) YoY -76.27% (-24.9K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$725.5M)	QoQ +19.93% (+$603.7K) YoY +15.19% (-$479.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	16.4K	QoQ -2.81% (-475) YoY -4.06% (-694)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$725.5M)	QoQ -1.20% (-$34.1K) YoY +2.01% (-$55.3K)
Mastercard Inc(MAcusip57636Q104)	3.5K	QoQ -4.17% (-151) YoY -7.15% (-267)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$725.5M)	QoQ -0.26% (-$5.1K) YoY +6.19% (-$110.9K)
Broadcom Inc.(AVGOcusip11135F101)	11.1K	QoQ -1.48% (-168) YoY +4347.20% (+10.9K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$725.5M)	QoQ -28.85% (-$755.1K) YoY +453.74% (+$1.5M)
(VUGcusip922908736)	4.9K	QoQ +5.23% (-245) YoY +5.61% (+262)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$725.5M)	QoQ -4.92% (-$94.7K) YoY +13.85% (+$222.3K)
Eaton Corp plc(ETNcusipG29183103)	6.0K	QoQ +0.14% (-9) YoY -0.19% (-12)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$725.5M)	QoQ -17.96% (-$357.9K) YoY -13.56% (-$256.4K)
HEALTHEQUITY, INC.(HQYcusip42226A107)	17.7K	QoQ -25.80% (-6.2K) YoY -43.62% (-13.7K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$725.5M)	QoQ -31.66% (-$725.9K) YoY -38.13% (-$965.3K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.6K	QoQ -0.84% (-14) YoY +1.23% (+20)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$725.5M)	QoQ +2.36% (-$35.8K) YoY +32.17% (+$377.1K)
CATERPILLAR INC(CATcusip149123101)	4.5K	QoQ +3.45% (-150) YoY +3.17% (-138)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$725.5M)	QoQ -6.12% (-$96.5K) YoY -7.01% (-$111.7K)
HOME DEPOT, INC.(HDcusip437076102)	4.0K	QoQ -12.71% (-586) YoY -12.12% (-555)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$725.5M)	QoQ -17.75% (-$318.4K) YoY -14.20% (-$244.2K)
CATHAY GENERAL BANCORP(CATYcusip149150104)	31.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$725.5M)	QoQ -7.89% (-$114.9K) YoY +15.85% (+$183.3K)
PEPSICO INC(PEPcusip713448108)	8.5K	QoQ -31.29% (-3.9K) YoY -43.56% (-6.5K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$725.5M)	QoQ -32.24% (-$605.5K) YoY -51.14% (-$1.3M)
(VGSHcusip92206C102)	18.6K	QoQ -64.13% (-33.2K) YoY -15.61% (-3.4K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$725.5M)	QoQ -63.82% (-$1.9M) YoY -14.29% (-$181.8K)
MCDONALDS CORP(MCDcusip580135101)	3.5K	QoQ -41.09% (-2.4K) YoY -56.41% (-4.5K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$725.5M)	QoQ -36.53% (-$624.1K) YoY -51.33% (-$1.1M)
EXXON MOBIL CORP(XOMcusip30231G102)	8.8K	QoQ -3.63% (-332) YoY -1.27% (-114)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$725.5M)	QoQ +6.54% (-$64.3K) YoY +0.77% (-$8.0K)
(VCITcusip92206C870)	12.3K	QoQ -0.93% (-116) YoY -95.37% (-252.8K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$725.5M)	QoQ +0.90% (-$9.0K) YoY -95.25% (-$20.1M)
(VBRcusip922908611)	5.2K	QoQ 0.00% (-0) YoY +0.56% (-29)	All Managers (Combined)	$968.7K	0.1% ($968.7K/$725.5M)	QoQ -5.99% (-$61.8K) YoY -1.82% (-$18.0K)