Titelia

Holdings of Iron Gate Global Advisors LLC

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Net assets
-
Positions
100 in 5 countries
Top ten
68.9 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Berkshire Hathaway Inc 198,54495.1M $
2Amazon.com Inc 401,05383.5M $
3NVIDIA Corp 412,62472M $
4Apple Inc 279,62071M $
5Alphabet Inc 244,28070.1M $
6Meta Platforms Inc 122,13469.9M $
7iShares Ultra Short Duration B 1,178,09359.6M $
8American Express Co 161,83949M $
9Microsoft Corp 122,96645.5M $
10Uber Technologies Inc 480,06834.5M $
11Air Products and Chemicals Inc 107,26531.2M $
12RTX Corp 149,00028.7M $
13Alphabet Inc 98,40328.3M $
14Netflix Inc 254,82424.5M $
15Hershey Co/The 108,43422.5M $
16Visa Inc 71,93121.7M $
17Vanguard High Dividend Yield E 122,01318.1M $
18Johnson & Johnson 68,37216.7M $
19Palo Alto Networks Inc 99,35415.9M $
20Palantir Technologies Inc 99,94514.6M $
21State Street SPDR S&P 500 ETF Trust 7,7185M $
22Vanguard Total Stock Market ETF 15,1854.9M $
23Walmart Inc 36,0314.5M $
24Invesco QQQ Trust Series 1 7,6834.4M $
25Caterpillar Inc 5,1453.6M $
26Vanguard Scottsdale Funds 55,7753.3M $
27Tesla Inc 7,4492.8M $
28Vanguard Growth ETF 5,0182.2M $
29Procter & Gamble Co/The 12,8331.9M $
30Costco Wholesale Corp 1,8271.8M $
31Exxon Mobil Corp 10,1301.7M $
32Cathay General Bancorp 31,1251.6M $
33VanEck Semiconductor ETF 3,3001.3M $
34Broadcom Inc 4,0081.2M $
35Vanguard Index Funds 5,2781.1M $
36Mastercard Inc 2,2791.1M $
37Chevron Corp 5,4721.1M $
38Emerson Electric Co. 8,5551.1M $
39JPMorgan Chase & Co 3,5551M $
40Merck & Co Inc 8,070970.7K $
41Eli Lilly & Co 988909.2K $
42PPG Industries Inc 8,117867.5K $
43McDonald's Corp. 2,596806.7K $
44Taiwan Semiconductor Manufacturing Co Ltd 2,336789.5K $
45PepsiCo Inc 4,836751K $
46Home Depot Inc/The 2,267745.7K $
47Carrier Global Corp 13,211743.9K $
48Morgan Stanley 4,387722K $
49Berkshire Hathaway Inc 1718.1K $
50Snowflake Inc 4,516681.1K $
51VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 8,338660.9K $
52SPDR Gold Shares 1,452624.8K $
53Deere & Co 1,030580.2K $
54Freeport-McMoRan Inc 9,514559.2K $
55ASML Holding NV 398525.8K $
56Otis Worldwide Corp 6,630511K $
57ANGEL STUDIOS INC 163,926500K $
58SELECT SECTOR SPDR TRUST (THE) 3,686489.9K $
59Bank of America Corp 9,334455K $
60HealthEquity Inc 5,413452.4K $
61Allstate Corp/The 2,180452K $
62Vanguard S&P 500 ETF 719429.5K $
63State Street Utilities Select Sector SPDR ETF 9,269425.3K $
64BP PLC 8,909418.7K $
65iShares Core S&P 500 ETF 632412.8K $
66Crowdstrike Holdings Inc 1,052410.7K $
67State Street SPDR S&P Dividend ETF 2,678390.8K $
68Select Sector Spdr Trust 3,250354.2K $
69Bristol-Myers Squibb Co 5,760349.3K $
70Yum! Brands Inc 2,192340.8K $
71Newmont Corp 3,062331.5K $
72AbbVie Inc 1,493324.7K $
73Republic Services Inc 1,462320.2K $
74Pfizer Inc 11,134312.6K $
75Vanguard Intermediate-Term Corporate Bond ETF 3,692305.5K $
76GSK PLC 5,429299.6K $
77Cummins Inc 548295.1K $
78Sempra 3,000291.5K $
79Intuitive Surgical Inc 631290.9K $
80Oracle Corp 1,944285.9K $
81GE Vernova Inc 314274.1K $
82State Street Health Care Select Sector SPDR ETF 1,869274K $
83Parker-Hannifin Corp 302270.4K $
84Goldman Sachs Group Inc/The 319269.9K $
85Vertiv Holdings Co 1,073268.9K $
86AT&T Inc 9,155265.4K $
87Comcast Corp 9,092261K $
88General Electric Co 919260.8K $
89Hancock Whitney Corp 3,828243.4K $
90Kimberly-Clark Corp 2,400231.5K $
91iShares Select Dividend ETF 1,511228.7K $
92SPDR Series Trust 2,956226.3K $
93Howmet Aerospace Inc 955220.1K $
94Novo Nordisk A/S 5,888216.4K $
95Halliburton Co 5,411211K $
96Mitsubishi UFJ Financial Group Inc 10,285174.5K $
97Lloyds Banking Group PLC 19,33697.3K $
98Liberty All Star Growth Fund Inc. 10,05647.8K $
99PDS BIOTECHNOLOGY CORP 75,02245.4K $
100MicroVision Inc 14,0469K $

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Sector breakdown

  • Technology 23.6 %
  • Communication 20.5 %
  • Financials 18.1 %
  • Consumer discretionary 9.3 %
  • Industrials 7.6 %
  • Materials 3.5 %
  • Consumer staples 3.4 %
  • Health care 2.2 %
  • Energy 0.2 %
  • Funds 0.1 %
  • Unattributed 11.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.8 %
  • United Kingdom 0.1 %
  • Taiwan 0.1 %
  • Netherlands 0.1 %
  • Denmark 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States94941.1M $99.75 %
2United Kingdom3815.6K $0.09 %
3Taiwan1789.5K $0.08 %
4Netherlands1525.8K $0.06 %
5Denmark1216.4K $0.02 %
Cite this page

Titelia. "Holdings of Iron Gate Global Advisors LLC". https://titelia.com/en/funds/US13F1131181