Institutions / Iron Gate Global Advisors LLC / Activity
Activity — Iron Gate Global Advisors LLC
93 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | PDSB PDS Biotechnology Corp Common Stock | $4 | +6 +<0.01% | 75,022 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $309 | +11 +0.10% | 11,134 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Emerson Electric Co Common stock | $-524 | -4 -0.05% | 8,555 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Eaton Corp plc Common stock | $-715 | -2 -0.03% | 6,061 0.23% of portfolio | low |
| Q1 2026 as of | Trim | Cummins Inc Common stock | $-1.1K | -2 -0.36% | 548 0.03% of portfolio | low |
| Q1 2026 as of | Trim | TE Connectivity PLC Common stock | $-1.3K | -6 -0.48% | 1,250 0.03% of portfolio | low |
| Q1 2026 as of | Trim | General Electric Co Common stock | $-1.7K | -6 -0.65% | 919 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Bristol Myers Squibb Co Common stock | $-1.9K | -31 -0.54% | 5,760 0.04% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-2.4K | -83 -0.90% | 9,155 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Parker-Hannifin Corp Common stock | $-2.7K | -3 -0.98% | 302 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y209 Common stock | $-2.9K | -20 -1.06% | 1,869 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Chubb Ltd Common stock | $-2.9K | -9 -1.14% | 781 0.03% of portfolio | low |
| Q1 2026 as of | Trim | PROCTER & GAMBLE Co Common stock | $-3.8K | -26 -0.20% | 12,833 0.20% of portfolio | low |
| Q1 2026 as of | Add | Comcast Corp. Common stock | $3.9K | +136 +1.52% | 9,092 0.03% of portfolio | low |
| Q1 2026 as of | Add | 92206C870 Common stock | $4.1K | +50 +1.37% | 3,692 0.03% of portfolio | low |
| Q1 2026 as of | Add | 922908363 Common stock | $6.0K | +10 +1.41% | 719 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y803 Common stock | $-6.6K | -50 -1.34% | 3,686 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Deere & Co Common stock | $-7.3K | -13 -1.25% | 1,030 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Microvision, Inc. Common stock | $-7.8K | -12K -46.45% | 14,046 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Merck & Co., Inc. Common stock | $8.8K | +73 +0.91% | 8,070 0.10% of portfolio | low |
| Q1 2026 as of | Trim | Mastercard Inc Common stock | $-10.0K | -20 -0.87% | 2,279 0.12% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $10.5K | +16 +2.60% | 632 0.04% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $13.7K | +63 +4.41% | 1,493 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 81369Y886 Common stock | $-15.0K | -326 -3.40% | 9,269 0.04% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $15.0K | +102 +5.54% | 1,944 0.03% of portfolio | low |
| Q1 2026 as of | Trim | Newmont Corp Common stock | $-16.1K | -149 -4.64% | 3,062 0.04% of portfolio | low |
| Q1 2026 as of | Add | 78462F103 Common stock | $32.5K | +50 +0.65% | 7,718 0.53% of portfolio | low |
| Q1 2026 as of | Trim | Pepsico Inc Common stock | $-33.2K | -214 -4.24% | 4,836 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 351858105 Common stock | $-37.1K | -150 -10.44% | 1,287 0.03% of portfolio | low |
| Q1 2026 as of | Add | 92206C409 Common stock | $37.3K | +471 +5.99% | 8,338 0.07% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-37.5K | -65 -0.84% | 7,683 0.47% of portfolio | low |
| Q1 2026 as of | New | Liberty All Star Growth Fund Inc. Common stock | $47.8K | +10K | 10,056 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $64.0K | +262 +0.38% | 68,372 1.77% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-69.0K | -75 -7.06% | 988 0.10% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $80.4K | +2K +21.46% | 9,334 0.05% of portfolio | low |
| Q1 2026 as of | Add | Tesla Inc Common stock | $83.2K | +224 +3.10% | 7,449 0.29% of portfolio | low |
| Q1 2026 as of | Trim | CrowdStrike Holdings, Inc. Common stock | $-86.7K | -222 -17.43% | 1,052 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 922908736 Common stock | $-95.6K | -219 -4.18% | 5,018 0.23% of portfolio | low |
| Q1 2026 as of | New | 539439109 Common stock | $97.3K | +19K | 19,336 0.01% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $100.6K | +306 +15.60% | 2,267 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Mcdonald'S Corp Common stock | $-106.9K | -344 -11.70% | 2,596 0.09% of portfolio | low |
| Q1 2026 as of | Add | Exxon Mobil Corp Common stock | $117.7K | +694 +7.35% | 10,130 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Healthequity, Inc. Common stock | $-128.4K | -2K -22.10% | 5,413 0.05% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $128.6K | +129 +7.60% | 1,827 0.19% of portfolio | low |
| Q1 2026 as of | Add | 922908769 Common stock | $140.2K | +437 +2.96% | 15,185 0.51% of portfolio | low |
| Q1 2026 as of | New | MUFG Mitsubishi Ufj Financial Group Inc ADR | $174.5K | +10K | 10,285 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-176.6K | -614 -0.62% | 98,403 2.99% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $182.5K | +882 +19.22% | 5,472 0.12% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $193.5K | +2K +4.52% | 36,031 0.47% of portfolio | low |
| Q1 2026 as of | Exit | Cincinnati Financial Corp Common stock | $-202.2K | -1K -100.00% | 0 | low |