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 | 46434V878 Common stock | $8.26M | +163K +16.08% | 1,178,093 6.30% of portfolio | medium |
| Q1 2026 as of | Add | Netflix Inc Common stock | $4.67M | +49K +23.59% | 254,824 2.59% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $4.22M | +7K +6.43% | 122,134 7.38% of portfolio | low |
| Q1 2026 as of | Add | Warren E. Buffett Common stock | $3.85M | +8K +4.22% | 198,544 10.05% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $3.35M | +16K +4.18% | 401,053 8.82% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $2.86M | +8K +6.70% | 122,966 4.81% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-2.67M | -9K -3.67% | 244,280 7.40% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $2.67M | +17K +20.11% | 99,354 1.68% of portfolio | low |
| Q1 2026 as of | Trim | Hershey Co Common stock | $-2.30M | -11K -9.25% | 108,434 2.38% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $2.14M | +12K +3.06% | 412,624 7.60% of portfolio | low |
| Q1 2026 as of | Add | Uber Technologies, Inc Common stock | $1.88M | +26K +5.75% | 480,068 3.65% of portfolio | low |
| Q1 2026 as of | Add | Palantir Technologies Inc Common stock | $1.82M | +12K +14.18% | 99,945 1.54% of portfolio | low |
| Q1 2026 as of | Add | 92206C102 Common stock | $1.39M | +24K +74.05% | 55,775 0.34% of portfolio | low |
| Q1 2026 as of | Add | 921946406 Common stock | $1.34M | +9K +8.04% | 122,013 1.91% of portfolio | low |
| Q1 2026 as of | Trim | RTX Corp Common stock | $-904.3K | -5K -3.05% | 149,000 3.04% of portfolio | low |
| Q1 2026 as of | Trim | American Express Co Common stock | $-657.0K | -2K -1.32% | 161,839 5.17% of portfolio | low |
| Q1 2026 as of | Add | Air Products & Chemicals, Inc. Common stock | $642.3K | +2K +2.10% | 107,265 3.29% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $632.3K | +2K +3.00% | 71,931 2.30% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $475.4K | +671 +15.00% | 5,145 0.39% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $444.6K | +2K +0.63% | 279,620 7.50% of portfolio | low |
| Q1 2026 as of | New | 055622104 Common stock | $418.7K | +9K | 8,909 0.04% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $383.3K | +1K +57.86% | 3,555 0.11% of portfolio | low |
| Q1 2026 as of | Exit | 25459W862 Common stock | $-371.9K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-358.5K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Add | Morgan Stanley Common stock | $332.4K | +2K +85.34% | 4,387 0.08% of portfolio | low |
| Q1 2026 as of | Exit | 00326A104 Common stock | $-320.0K | -8K -100.00% | 0 | low |
| Q1 2026 as of | New | 37733W204 Common stock | $299.6K | +5K | 5,429 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 78463V107 Common stock | $-299.1K | -695 -32.37% | 1,452 0.07% of portfolio | low |
| Q1 2026 as of | New | Intuitive Surgical Inc Common stock | $290.9K | +631 | 631 0.03% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $281.2K | +908 +29.29% | 4,008 0.13% of portfolio | low |
| Q1 2026 as of | Add | N07059210 Common stock | $276.1K | +209 +110.58% | 398 0.06% of portfolio | low |
| Q1 2026 as of | New | The Goldman Sachs Group, Inc. Common stock | $269.9K | +319 | 319 0.03% of portfolio | low |
| Q1 2026 as of | Add | Freeport-McMoran Inc Common stock | $269.7K | +5K +93.14% | 9,514 0.06% of portfolio | low |
| Q1 2026 as of | New | Vertiv Holdings Co Common stock | $268.9K | +1K | 1,073 0.03% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $260.9K | +772 +49.36% | 2,336 0.08% of portfolio | low |
| Q1 2026 as of | Exit | 46428Q109 Common stock | $-253.2K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Snowflake Inc. Common stock | $-249.9K | -2K -26.84% | 4,516 0.07% of portfolio | low |
| Q1 2026 as of | Exit | TPG Inc. Common stock | $-223.4K | -4K -100.00% | 0 | low |
| Q1 2026 as of | New | 780087102 Common stock | $223.4K | +1K | 1,381 0.02% of portfolio | low |
| Q1 2026 as of | New | Howmet Aerospace Inc. Common stock | $220.1K | +955 | 955 0.02% of portfolio | low |
| Q1 2026 as of | New | 670100205 Common stock | $216.4K | +6K | 5,888 0.02% of portfolio | low |
| Q1 2026 as of | New | Halliburton Co Common stock | $211.0K | +5K | 5,411 0.02% of portfolio | low |
| Q1 2026 as of | Exit | TCOM Trip.com Group Ltd. ADR | $-203.5K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Cincinnati Financial Corp Common stock | $-202.2K | -1K -100.00% | 0 | 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 | Add | Chevron Corp Common stock | $182.5K | +882 +19.22% | 5,472 0.12% 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 | New | MUFG Mitsubishi Ufj Financial Group Inc ADR | $174.5K | +10K | 10,285 0.02% 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 | Add | Costco Wholesale Corp /New Common stock | $128.6K | +129 +7.60% | 1,827 0.19% of portfolio | low |