MondegarAI
Iron Gate Global Advisors LLC

Q1 2025 · 13F-HR/A

Iron Gate Global Advisors LLCholdings as filed

Filed 2025-05-27 · accession 0001085146-25-003400

$725.5M
Reported value
95
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$92.3M12.7%173,312CommonNONE
023135106AMZNAMAZON COM INC$67.5M9.31%354,848CommonNONE
037833100AAPLAPPLE INC$65.5M9.02%294,699CommonNONE
30303M102METAMETA PLATFORMS INC$57.4M7.91%99,556CommonNONE
025816109AXPAMERICAN EXPRESS CO$44.2M6.09%164,288CommonNONE
594918104MSFTMICROSOFT CORP$41.6M5.74%110,848CommonNONE
02079K107GOOGALPHABET INC$38.3M5.28%245,416CommonNONE
46434V878ICSHISHARES TR$34.7M4.79%685,227CommonNONE
67066G104NVDANVIDIA CORPORATION$34.4M4.74%317,389CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$29.9M4.13%410,792CommonNONE
64110L106NFLXNETFLIX INC$28.4M3.91%30,403CommonNONE
92826C839VVISA INC$22.0M3.04%62,890CommonNONE
75513E101RTXRTX CORPORATION$21.0M2.90%158,637CommonNONE
427866108HSYHERSHEY CO$20.2M2.78%117,912CommonNONE
009158106APDAIR PRODS & CHEMS INC$15.7M2.16%53,185CommonNONE
02079K305GOOGLALPHABET INC$14.9M2.06%96,640CommonNONE
478160104JNJJOHNSON & JOHNSON$11.3M1.56%68,301CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$11.1M1.53%86,212CommonNONE
833445109SNOWSNOWFLAKE INC$8.0M1.10%54,843CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.3M0.87%11,292CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$5.3M0.72%62,258CommonNONE
922908769VTIVANGUARD INDEX FDS$4.1M0.56%14,889CommonNONE
931142103WMTWALMART INC$3.8M0.52%43,267CommonNONE
46090E103QQQINVESCO QQQ TR$3.6M0.50%7,734CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.8M0.38%16,387CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.26%3,465CommonNONE
11135F101AVGOBROADCOM INC$1.9M0.26%11,118CommonNONE
922908736VUGVANGUARD INDEX FDS$1.8M0.25%4,928CommonNONE
G29183103ETNEATON CORP PLC$1.6M0.23%6,011CommonNONE
42226A107HQYHEALTHEQUITY INC$1.6M0.22%17,723CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.5M0.21%1,638CommonNONE
149123101CATCATERPILLAR INC$1.5M0.20%4,488CommonNONE
437076102HDHOME DEPOT INC$1.5M0.20%4,024CommonNONE
149150104CATYCATHAY GEN BANCORP$1.3M0.18%31,126CommonNONE
713448108PEPPEPSICO INC$1.3M0.18%8,484CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$1.1M0.15%18,579CommonNONE
580135101MCDMCDONALDS CORP$1.1M0.15%3,471CommonNONE
30231G102XOMEXXON MOBIL CORP$1.0M0.14%8,805CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.0M0.14%12,264CommonNONE
922908611VBRVANGUARD INDEX FDS$968,7070.13%5,200CommonNONE
291011104EMREMERSON ELEC CO$945,5350.13%8,624CommonNONE
693506107PPGPPG INDS INC$887,5940.12%8,117CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$850,0040.12%13,407CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$798,4420.11%1CommonNONE
166764100CVXCHEVRON CORP NEW$796,8020.11%4,763CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$745,7120.10%3,040CommonNONE
58933Y105MRKMERCK & CO INC$722,1470.10%7,971CommonNONE
78463V107GLDSPDR GOLD TR$708,2480.10%2,458CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$694,3300.10%6,728CommonNONE
92189F676SMHVANECK ETF TRUST$670,5710.09%3,171CommonNONE
88160R101TSLATESLA INC$617,5780.09%2,383CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$479,5090.07%1,360CommonNONE
244199105DEDEERE & CO$461,5510.06%980CommonNONE
79466L302CRMSALESFORCE INC$458,6280.06%1,709CommonNONE
020002101ALLALLSTATE CORP$453,5930.06%2,180CommonNONE
302635206FSKFS KKR CAP CORP$423,5710.06%19,565CommonNONE
78468R663BILSPDR SER TR$400,9520.06%4,371CommonNONE
218352102CORTCORCEPT THERAPEUTICS INC$399,7700.06%3,500CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$386,1760.05%4,898CommonNONE
988498101YUMYUM BRANDS INC$380,9100.05%2,421CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$351,3020.05%5,760CommonNONE
494368103KMBKIMBERLY-CLARK CORP$344,3520.05%2,400CommonNONE
922908363VOOVANGUARD INDEX FDS$343,8060.05%669CommonNONE
717081103PFEPFIZER INC$321,7380.04%12,697CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$320,8730.04%1,625CommonNONE
20030N101CMCSACOMCAST CORP NEW$316,0240.04%8,564CommonNONE
78464A763SDYSPDR SER TR$312,0640.04%2,300CommonNONE
464287200IVVISHARES TR$296,6830.04%528CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$295,2660.04%1,430CommonNONE
532457108LLYELI LILLY & CO$293,5230.04%355CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$289,3520.04%6,379CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$275,8130.04%1,889CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$254,0090.04%1,524CommonNONE
25459W862SPXLDIREXION SHS ETF TR$245,2610.03%1,747CommonNONE
617446448MSMORGAN STANLEY$244,6570.03%2,097CommonNONE
00287Y109ABBVABBVIE INC$243,0430.03%1,160CommonNONE
68389X105ORCLORACLE CORP$241,6750.03%1,729CommonNONE
351858105FNVFRANCO NEV CORP$232,7160.03%1,477CommonNONE
00326A104SGOLETFS GOLD TR$218,5210.03%7,328CommonNONE
816851109SRESEMPRA$217,0950.03%3,015CommonNONE
00206R102TAT&T INC$216,9010.03%7,670CommonNONE
893641100TDGTRANSDIGM GROUP INC$215,7930.03%156CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$213,5830.03%4,830CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$205,4280.03%5,426CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$204,0890.03%4,072CommonNONE
464287168DVYISHARES TR$202,8450.03%1,511CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$201,7960.03%5,055CommonNONE
410120109HWCHANCOCK WHITNEY CORPORATION$200,7790.03%3,828CommonNONE
92537N108VRTVERTIV HOLDINGS CO$153,5690.02%212,700PUTNONE
70465T107PDSBPDS BIOTECHNOLOGY CORP$89,2690.01%75,016CommonNONE
72703X106PLPLANET LABS PBC$35,8280.00%10,600CommonNONE
00187Y100APGAPI GROUP CORP$21,4560.00%60,000PUTNONE
98262P101WW6WW INTL INC$9,0150.00%17,250CommonNONE
60770K107MRNAMODERNA INC$5,6700.00%20,000CALLNONE
83425V104SOLO BRANDS INC$2,1230.00%12,650CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.