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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EMERSON ELECTRIC CO

EMR|291011104

Shares:8.6K

Value:$945.5K

% of Portfolio:0.1% ($945.5K/$725.5M)

PPG INDUSTRIES INC

PPG|693506107

Shares:8.1K

Value:$887.6K

% of Portfolio:0.1% ($887.6K/$725.5M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:13.4K

Value:$850.0K

% of Portfolio:0.1% ($850.0K/$725.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$725.5M)

CHEVRON CORP

CVX|166764100

Shares:4.8K

Value:$796.8K

% of Portfolio:0.1% ($796.8K/$725.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.0K

Value:$745.7K

% of Portfolio:0.1% ($745.7K/$725.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:8.0K

Value:$722.1K

% of Portfolio:0.1% ($722.1K/$725.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.5K

Value:$708.2K

% of Portfolio:0.1% ($708.2K/$725.5M)

Otis Worldwide Corp

OTIS|68902V107

Shares:6.7K

Value:$694.3K

% of Portfolio:0.1% ($694.3K/$725.5M)

92189F676

Shares:3.2K

Value:$670.6K

% of Portfolio:0.1% ($670.6K/$725.5M)

Tesla, Inc.

TSLA|88160R101

Shares:2.4K

Value:$617.6K

% of Portfolio:0.1% ($617.6K/$725.5M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.4K

Value:$479.5K

% of Portfolio:0.1% ($479.5K/$725.5M)

DEERE & CO

DE|244199105

Shares:980

Value:$461.6K

% of Portfolio:0.1% ($461.6K/$725.5M)

Salesforce, Inc.

CRM|79466L302

Shares:1.7K

Value:$458.6K

% of Portfolio:0.1% ($458.6K/$725.5M)

ALLSTATE CORP

ALL|020002101

Shares:2.2K

Value:$453.6K

% of Portfolio:0.1% ($453.6K/$725.5M)

FS KKR Capital Corp

FSK|302635206

Shares:19.6K

Value:$423.6K

% of Portfolio:0.1% ($423.6K/$725.5M)

78468R663

Shares:4.4K

Value:$401.0K

% of Portfolio:0.1% ($401.0K/$725.5M)

CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:3.5K

Value:$399.8K

% of Portfolio:0.1% ($399.8K/$725.5M)

81369Y886

Shares:4.9K

Value:$386.2K

% of Portfolio:0.1% ($386.2K/$725.5M)

YUM BRANDS INC

YUM|988498101

Shares:2.4K

Value:$380.9K

% of Portfolio:0.1% ($380.9K/$725.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	8.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$945.5K	0.1% ($945.5K/$725.5M)	QoQ -9.15% (-$95.3K) YoY -3.73% (-$36.7K)
PPG INDUSTRIES INC(PPGcusip693506107)	8.1K	QoQ 0.00% (-0) YoY -0.03% (-3)	All Managers (Combined)	$887.6K	0.1% ($887.6K/$725.5M)	QoQ -8.12% (-$78.5K) YoY -23.79% (-$277.2K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	13.4K	QoQ -0.69% (-94) YoY -2.28% (-314)	All Managers (Combined)	$850.0K	0.1% ($850.0K/$725.5M)	QoQ -8.32% (-$77.2K) YoY +6.47% (-$51.7K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ -99.00% (-99) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$725.5M)	QoQ +17.25% (-$117.5K) YoY NEW(+$798.4K)
CHEVRON CORP(CVXcusip166764100)	4.8K	QoQ -9.41% (-495) YoY -17.13% (-985)	All Managers (Combined)	$796.8K	0.1% ($796.8K/$725.5M)	QoQ +3.19% (-$24.7K) YoY -12.66% (-$115.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.0K	QoQ +0.62% (+19) YoY +280.00% (+2.2K)	All Managers (Combined)	$745.7K	0.1% ($745.7K/$725.5M)	QoQ +2.93% (+$21.3K) YoY +211750.00% (+$745.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	8.0K	QoQ -3.28% (-271) YoY -2.92% (-240)	All Managers (Combined)	$722.1K	0.1% ($722.1K/$725.5M)	QoQ -11.92% (-$97.8K) YoY -32.71% (-$351.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	2.5K	QoQ +14.43% (+310) YoY +32.79% (+607)	All Managers (Combined)	$708.2K	0.1% ($708.2K/$725.5M)	QoQ +36.17% (+$188.2K) YoY +85.01% (+$325.4K)
Otis Worldwide Corp(OTIScusip68902V107)	6.7K	QoQ -0.31% (-21) YoY -1.89% (-130)	All Managers (Combined)	$694.3K	0.1% ($694.3K/$725.5M)	QoQ +11.50% (-$71.7K) YoY +2.43% (-$16.5K)
(cusip92189F676)✕	3.2K	QoQ +11.73% (-333) YoY NEW(+3.2K)	All Managers (Combined)	$670.6K	0.1% ($670.6K/$725.5M)	QoQ -2.43% (-$16.7K) YoY NEW(+$670.6K)
Tesla, Inc.(TSLAcusip88160R101)	2.4K	QoQ +22.58% (-439) YoY +376.60% (+1.9K)	All Managers (Combined)	$617.6K	0.1% ($617.6K/$725.5M)	QoQ -21.33% (-$167.5K) YoY +42026.73% (+$616.1K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.4K	QoQ -1.80% (-25) YoY +10.56% (+130)	All Managers (Combined)	$479.5K	0.1% ($479.5K/$725.5M)	QoQ +1.18% (-$5.6K) YoY +22.04% (+$86.6K)
DEERE & CO(DEcusip244199105)	980	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$461.6K	0.1% ($461.6K/$725.5M)	QoQ +11.15% (+$46.3K) YoY +15.79% (+$63.0K)
Salesforce, Inc.(CRMcusip79466L302)	1.7K	QoQ -6.45% (-118) YoY -11.31% (-218)	All Managers (Combined)	$458.6K	0.1% ($458.6K/$725.5M)	QoQ -24.91% (-$152.2K) YoY -21.02% (-$122.1K)
ALLSTATE CORP(ALLcusip020002101)	2.2K	QoQ 0.00% (+0) YoY -2.41% (-54)	All Managers (Combined)	$453.6K	0.1% ($453.6K/$725.5M)	QoQ +7.92% (+$33.3K) YoY +17.66% (-$68.1K)
FS KKR Capital Corp(FSKcusip302635206)	19.6K	QoQ -17.24% (-4.1K) YoY -35.57% (-10.8K)	All Managers (Combined)	$423.6K	0.1% ($423.6K/$725.5M)	QoQ -17.51% (-$89.9K) YoY -26.67% (-$154.1K)
(cusip78468R663)✕	4.4K	QoQ -16.05% (-836) YoY NEW(+4.4K)	All Managers (Combined)	$401.0K	0.1% ($401.0K/$725.5M)	QoQ -15.77% (-$75.1K) YoY NEW(+$401.0K)
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$399.8K	0.1% ($399.8K/$725.5M)	QoQ NEW(+$399.8K) YoY NEW(+$399.8K)
(cusip81369Y886)✕	4.9K	QoQ +12.21% (+533) YoY +10.46% (+464)	All Managers (Combined)	$386.2K	0.1% ($386.2K/$725.5M)	QoQ +16.89% (+$55.8K) YoY +33.91% (+$97.8K)
YUM BRANDS INC(YUMcusip988498101)	2.4K	QoQ 0.00% (+0) YoY -4.79% (-122)	All Managers (Combined)	$380.9K	0.1% ($380.9K/$725.5M)	QoQ +17.29% (+$56.2K) YoY +7.59% (-$26.9K)