Iron Gate Global Advisors LLC
Annual return '25
+23.1%
SPY '25
+17.7%
Alpha
+5.4ptsvs SPY
Invested
$946.7M
Holdings
108
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q3 2025: Increased +8.7% (175.0k → 190.2k shares)
10.1%
02
$AMZN
AMAZON COM INC
Q1 2026: New position (10 shares)
8.8%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (158.5k shares)
7.6%
04
$AAPL
APPLE INC
Q1 2026: New position (10 shares)
7.5%
05
$GOOG
ALPHABET INC
Q3 2025: Sold 2.9% (277.5k → 269.4k shares)
7.4%
06
$META
META PLATFORMS INC
Q1 2026: New position (10 shares)
7.4%
07
$ICSH
ISHARES TR
Q3 2025: Increased +3.1% (817.4k → 843.2k shares)
6.3%
08
$AXP
AMERICAN EXPRESS CO
Q3 2025: Sold 2.1% (188.9k → 185.0k shares)
5.2%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (10 shares)
4.8%
10
$UBER
UBER TECHNOLOGIES INC
Q1 2026: New position (10 shares)
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.