Latest AMUSSEN HUNSAKER ASSOCIATES LLC Stock Portfolio

$946Million– No. of Holdings #105

AMUSSEN HUNSAKER ASSOCIATES LLC Performance:

2026 Q1: -6.64%YTD: -6.64%2025: 25.44%

Performance for 2026 Q1 is -6.64%, and YTD is -6.64%, and 2025 is 25.44%.

About AMUSSEN HUNSAKER ASSOCIATES LLC and 13F Hedge Fund Stock Holdings

Iron Gate Global Advisors LLC is a hedge fund based in North Salt Lake, UT. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Iron Gate Global Advisors LLC reported an equity portfolio of $946.7 Millions as of 31 Mar, 2026.

The top stock holdings of Iron Gate Global Advisors LLC are , AMZN, NVDA. The fund has invested 10.1% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.8% of portfolio in AMAZON COM INC.

The fund managers got completely rid off DIREXION SHS ETF TR (DRN), SALESFORCE INC (CRM) and ETFS GOLD TR (SGOL) stocks. They significantly reduced their stock positions in MICROVISION INC DEL (MVIS), SPDR GOLD TR (GLD) and SNOWFLAKE INC (SNOW). Iron Gate Global Advisors LLC opened new stock positions in BP PLC (BP), GSK PLC (GSK) and INTUITIVE SURGICAL INC (ISRG). The fund showed a lot of confidence in some stocks as they added substantially to ASML HLDG NV (ASML), FREEPORT MCMORAN INC (FCX) and MORGAN STANLEY (MS).

AMUSSEN HUNSAKER ASSOCIATES LLC Equity Portfolio Value

Last Reported on: 15 May, 2026

AMUSSEN HUNSAKER ASSOCIATES LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Iron Gate Global Advisors LLC made a return of -6.64% in the last quarter. In trailing 12 months, it's portfolio return was 14.83%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bp plc	418,723
gsk plc	299,627
intuitive surgical inc	290,885
goldman sachs group inc	269,871
vertiv holdings co	268,872
royal bk cda	223,418
howmet aerospace inc	220,089
novo-nordisk a s	216,384

New stocks bought by AMUSSEN HUNSAKER ASSOCIATES LLC

Additions

Ticker	% Inc.
asml hldg nv	110
freeport mcmoran inc	93.14
morgan stanley	85.34
vanguard scottsdale fds	74.05
jpmorgan chase & co	57.86
taiwan semiconductor manufac	49.36
broadcom inc	29.29
netflix inc.	23.59

Additions to existing portfolio by AMUSSEN HUNSAKER ASSOCIATES LLC

Reductions

Ticker	% Reduced
microvision inc del	-46.45
spdr gold tr	-32.37
snowflake inc	-26.84
healthequity inc	-22.1
crowdstrike hldgs inc	-17.43
mcdonalds corp	-11.7
franco nev corp	-10.44
hershey co	-9.25

AMUSSEN HUNSAKER ASSOCIATES LLC reduced stake in above stock

Sold off

Ticker	$ Sold
etfs gold tr	-320,013
ishares silver tr	-253,171
tpg inc	-223,440
trip com group ltd	-203,505
direxion shs etf tr	-371,948
salesforce inc	-358,456
cincinnati finl corp	-202,190

AMUSSEN HUNSAKER ASSOCIATES LLC got rid off the above stocks

Sector Distribution

Iron Gate Global Advisors LLC has about 27.1% of it's holdings in Technology sector.

Technology
Others
Communication Services
Consumer Cyclical
Financial Services
Industrials
Basic Materials
Consumer Defensive
Healthcare

Sector	%
Technology	27.1
Others	21.8
Communication Services	20.4
Consumer Cyclical	9.3
Financial Services	8
Industrials	4.1
Basic Materials	3.5
Consumer Defensive	3.3
Healthcare	2.2

Market Cap. Distribution

Iron Gate Global Advisors LLC has about 78.1% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP

Category	%
MEGA-CAP	65.8
UNALLOCATED	21.8
LARGE-CAP	12.3

Stocks belong to which Index?

About 72.8% of the stocks held by Iron Gate Global Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	72.8
Others	27

Top 5 Winners (%)		%
XOM	exxon mobil corp	39.0 %
	ge vernova inc	33.6 %
CVX	chevron corporation	31.9 %
CAT	caterpillar inc	21.8 %
DE	deere & co	20.9 %

Top 5 Winners ($)		$
APD	air products and chemicals i	4.6 M
HSY	hershey co	3.0 M
JNJ	johnson & johnson	2.6 M
RTX	rtx corporation	1.4 M
CAT	caterpillar inc	0.7 M

Top 5 Losers (%)		%
	angel studios inc	-34.7 %
SNOW	snowflake inc	-27.1 %
ORCL	oracle corp	-24.0 %
MSFT	microsoft corp	-22.9 %
PDSB	pds biotechnology corp	-21.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-13.5 M
AXP	american express co	-11.0 M
META	meta platforms inc	-10.4 M
AMZN	amazon com inc	-8.8 M
GOOG	alphabet inc	-6.7 M

AMUSSEN HUNSAKER ASSOCIATES LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of AMUSSEN HUNSAKER ASSOCIATES LLC

Iron Gate Global Advisors LLC has 105 stocks in it's portfolio. About 68.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. APD was the most profitable stock for Iron Gate Global Advisors LLC last quarter.

Last Reported on: 15 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.50	279,620	70,964,600	added	0.63

ABBV	abbvie inc	0.03	1,493	324,713	added	4.41

ACWF	ishares tr	6.30	1,178,090	59,635,100	added	16.08

AFK	vaneck etf trust	0.13	3,300	1,265,220	unchanged	0.00

ALL	allstate corp	0.05	2,180	452,001	unchanged	0.00

AMZN	amazon com inc	8.82	401,053	83,543,300	added	4.18

APD	air products and chemicals i	3.29	107,265	31,159,300	added	2.1

ASML	asml hldg nv	0.06	398	525,812	added	110

AVGO	broadcom inc	0.13	4,008	1,241,120	added	29.29

AXP	american express co	5.17	161,839	48,953,100	reduced	-1.32

BAC	bank america corp	0.05	9,334	455,033	added	21.46

BIL	spdr series trust	0.04	2,678	390,827	unchanged	0.00

BIL	spdr series trust	0.02	2,956	226,252	unchanged	0.00

BMY	bristol-myers squibb co	0.04	5,760	349,344	reduced	-0.54

BNDW	vanguard scottsdale fds	0.34	55,775	3,265,040	added	74.05

BNDW	vanguard scottsdale fds	0.07	8,338	660,935	added	5.99

BNDW	vanguard scottsdale fds	0.03	3,692	305,513	added	1.37

BP	bp plc	0.04	8,909	418,723	new

CARR	carrier global corporation	0.08	13,211	743,911	unchanged	0.00

CAT	caterpillar inc	0.38	5,145	3,644,840	added	15.00