$356 Million is the total value of Iron Gate Global Advisors LLC's 111 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PPG | PPG INDS INC | $1,378,000 | +13.0% | 8,117 | 0.0% | 0.39% | -0.5% | |
| CATY | CATHAY GENERAL BANCORP | $1,225,000 | -4.6% | 31,501 | 0.0% | 0.34% | -16.1% | |
| CAT | CATERPILLAR INC | $912,000 | -6.2% | 4,194 | 0.0% | 0.26% | -17.4% | |
| ETN | EATON CORP PLC | $889,000 | +7.2% | 6,000 | 0.0% | 0.25% | -5.3% | |
| EMR | EMERSON ELEC CO | $876,000 | +8.0% | 9,000 | 0.0% | 0.25% | -5.0% | |
| UBS AG LONDON BRANCHen lg cp grwth | $566,000 | +23.3% | 818 | 0.0% | 0.16% | +8.9% | ||
| FNV | FRANCO NEV CORP | $487,000 | +15.7% | 3,363 | 0.0% | 0.14% | +2.2% | |
| BAX | BAXTER INTL INC | $476,000 | -4.6% | 5,923 | 0.0% | 0.13% | -15.7% | |
| ALTA | ALTABANCORP | $417,000 | +3.0% | 9,642 | 0.0% | 0.12% | -9.3% | |
| DE | DEERE & CO | $345,000 | -5.7% | 980 | 0.0% | 0.10% | -17.1% | |
| XOM | EXXON MOBIL CORP | $274,000 | +13.2% | 4,347 | 0.0% | 0.08% | 0.0% | |
| ALL | ALLSTATE CORP | $241,000 | +13.1% | 1,854 | 0.0% | 0.07% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $218,000 | -9.5% | 4,800 | 0.0% | 0.06% | -20.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| JOHNSON &JOHNSON | 26 | Q3 2023 | 18.5% |
| META PLATFORMS INC | 26 | Q3 2023 | 7.5% |
| HEALTHEQUITY INC | 26 | Q3 2023 | 12.8% |
| DISNEY WALT CO | 26 | Q3 2023 | 7.7% |
| MICROSOFT CORP | 26 | Q3 2023 | 7.8% |
| ALPHABET INC COM CL C | 26 | Q3 2023 | 5.8% |
| ALPHABET INC CAP STK CL A | 26 | Q3 2023 | 2.7% |
| SPDR S&P 500 ETF TR | 26 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 26 | Q3 2023 | 2.0% |
| PEPSICO INC | 26 | Q3 2023 | 1.0% |
View Iron Gate Global Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-11 |
| 13F-HR/A | 2022-02-15 |
View Iron Gate Global Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.