$313 Million is the total value of Iron Gate Global Advisors LLC's 95 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $972,000 | +27.4% | 4,194 | 0.0% | 0.31% | +10.3% | |
| ETN | EATON CORP PLC | $829,000 | +15.1% | 6,000 | 0.0% | 0.26% | -0.8% | |
| BAX | BAXTER INTL INC | $499,000 | +5.1% | 5,923 | 0.0% | 0.16% | -9.1% | |
| UBS AG LONDON BRANCHen lg cp grwth | $459,000 | +1.8% | 818 | 0.0% | 0.15% | -12.0% | ||
| ALTA | ALTABANCORP | $405,000 | +50.6% | 9,642 | 0.0% | 0.13% | +30.3% | |
| DE | DEERE & CO | $366,000 | +39.2% | 980 | 0.0% | 0.12% | +20.6% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $363,000 | +1.7% | 5,760 | 0.0% | 0.12% | -12.1% | |
| CPB | CAMPBELL SOUP CO | $241,000 | +3.9% | 4,800 | 0.0% | 0.08% | -10.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-18
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.