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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AT&T INC.

T|00206R102

Shares:7.7K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$725.5M)

TransDigm Group INC

TDG|893641100

Shares:156

Value:$215.8K

% of Portfolio:0.0% ($215.8K/$725.5M)

GLACIER BANCORP, INC.

GBCI|37637Q105

Shares:4.8K

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$725.5M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:5.4K

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$725.5M)

46090A887

Shares:4.1K

Value:$204.1K

% of Portfolio:0.0% ($204.1K/$725.5M)

464287168

DVY|464287168

Shares:1.5K

Value:$202.8K

% of Portfolio:0.0% ($202.8K/$725.5M)

CAMPBELL'S Co

CPB|134429109

Shares:5.1K

Value:$201.8K

% of Portfolio:0.0% ($201.8K/$725.5M)

HANCOCK WHITNEY CORP

HWC|410120109

Shares:3.8K

Value:$200.8K

% of Portfolio:0.0% ($200.8K/$725.5M)

Vertiv Holdings Co

VRT|92537N108

Shares:212.7K

Value:$153.6K

% of Portfolio:0.0% ($153.6K/$725.5M)

PDS Biotechnology Corp

PDSB|70465T107

Shares:75.0K

Value:$89.3K

% of Portfolio:0.0% ($89.3K/$725.5M)

Planet Labs PBC

PL|72703X106

Shares:10.6K

Value:$35.8K

% of Portfolio:0.0% ($35.8K/$725.5M)

APi Group Corp

APG|00187Y100

Shares:60.0K

Value:$21.5K

% of Portfolio:0.0% ($21.5K/$725.5M)

WW INTERNATIONAL, INC.

WW|98262P101

Shares:17.3K

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$725.5M)

Moderna, Inc.

MRNA|60770K107

Shares:20.0K

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$725.5M)

83425V104

DTC|83425V104

Shares:12.7K

Value:$2.1K

% of Portfolio:0.0% ($2.1K/$725.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AT&T INC.(Tcusip00206R102)	7.7K	QoQ NEW(+7.7K) YoY -37.65% (-4.6K)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$725.5M)	QoQ NEW(+$216.9K) YoY +1.46% (-$3.1K)
TransDigm Group INC(TDGcusip893641100)	156	QoQ NEW(+156) YoY -18.32% (-35)	All Managers (Combined)	$215.8K	0.0% ($215.8K/$725.5M)	QoQ NEW(+$215.8K) YoY -7.82% (-$18.3K)
GLACIER BANCORP, INC.(GBCIcusip37637Q105)	4.8K	QoQ -7.64% (-400) YoY -39.85% (-3.2K)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$725.5M)	QoQ -18.68% (-$49.1K) YoY -32.13% (-$101.1K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	5.4K	QoQ 0.00% (-0) YoY -25.47% (-1.9K)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$725.5M)	QoQ -0.57% (-$1.2K) YoY -40.54% (-$140.1K)
(cusip46090A887)✕	4.1K	QoQ -12.82% (-599) YoY -25.57% (-1.4K)	All Managers (Combined)	$204.1K	0.0% ($204.1K/$725.5M)	QoQ -12.80% (-$30.0K) YoY -25.22% (-$68.9K)
(DVYcusip464287168)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$202.8K	0.0% ($202.8K/$725.5M)	QoQ NEW(+$202.8K) YoY NEW(+$202.8K)
CAMPBELL'S Co(CPBcusip134429109)	5.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$201.8K	0.0% ($201.8K/$725.5M)	QoQ -4.67% (-$9.9K) YoY -10.19% (-$22.9K)
HANCOCK WHITNEY CORP(HWCcusip410120109)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$200.8K	0.0% ($200.8K/$725.5M)	QoQ NEW(+$200.8K) YoY NEW(+$200.8K)
Vertiv Holdings Co(VRTcusip92537N108)	212.7K	QoQ NEW(+212.7K) YoY NEW(+212.7K)	All Managers (Combined)	$153.6K	0.0% ($153.6K/$725.5M)	QoQ NEW(+$153.6K) YoY NEW(+$153.6K)
PDS Biotechnology Corp(PDSBcusip70465T107)	75.0K	QoQ NEW(+75.0K) YoY 0.00% (-0)	All Managers (Combined)	$89.3K	0.0% ($89.3K/$725.5M)	QoQ NEW(+$89.3K) YoY -69.72% (-$205.6K)
Planet Labs PBC(PLcusip72703X106)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$35.8K	0.0% ($35.8K/$725.5M)	QoQ NEW(+$35.8K) YoY NEW(+$35.8K)
APi Group Corp(APGcusip00187Y100)	60.0K	QoQ NEW(+60.0K) YoY NEW(+60.0K)	All Managers (Combined)	$21.5K	0.0% ($21.5K/$725.5M)	QoQ NEW(+$21.5K) YoY NEW(+$21.5K)
WW INTERNATIONAL, INC.(WWcusip98262P101)	17.3K	QoQ 0.00% (-0) YoY NEW(+17.3K)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$725.5M)	QoQ -58.85% (-$12.9K) YoY NEW(+$9.0K)
Moderna, Inc.(MRNAcusip60770K107)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$725.5M)	QoQ NEW(+$5.7K) YoY NEW(+$5.7K)
(DTCcusip83425V104)	12.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.1K	0.0% ($2.1K/$725.5M)	QoQ -85.27% (-$12.3K) YoY -91.83% (-$23.9K)