Latest AMUSSEN HUNSAKER ASSOCIATES LLC Stock Portfolio

AMUSSEN HUNSAKER ASSOCIATES LLC Performance:

2025 Q4: 1.8%YTD: 25.44%2024: 30.83%

Performance for 2025 Q4 is 1.8%, and YTD is 25.44%, and 2024 is 30.83%.

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 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Iron Gate Global Advisors LLC reported an equity portfolio of $976.6 Millions as of 31 Dec, 2025.

The top stock holdings of Iron Gate Global Advisors LLC are , AMZN, GOOG. The fund has invested 9.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 9.1% of portfolio in AMAZON COM INC.

The fund managers got completely rid off CORCEPT THERAPEUTICS INC (CORT), COREWEAVE INC and BOEING CO (BA) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), SELECT SECTOR SPDR TR (XLB) and GE VERNOVA INC. Iron Gate Global Advisors LLC opened new stock positions in ANGEL STUDIOS INC, VANGUARD SCOTTSDALE FDS (BNDW) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to AIR PRODS & CHEMS INC (APD), ISHARES TR (IJR) and VANGUARD SCOTTSDALE FDS (BNDW).

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 1.8% in the last quarter. In trailing 12 months, it's portfolio return was 25.44%.

Performance
S&P 500

New Buys

Ticker	$ Bought
angel studios inc	765,534
vanguard scottsdale fds	627,268
ishares silver tr	253,171
asml holding n v	202,204
cincinnati finl corp	202,190
microvision inc del	21,721

New stocks bought by AMUSSEN HUNSAKER ASSOCIATES LLC

Additions

Ticker	% Inc.
air prods & chems inc	71.86
ishares tr	47.02
vanguard scottsdale fds	38.44
select sector spdr tr	30.63
ishares tr	20.37
vanguard index fds	15.94
vanguard whitehall fds	10.74
spdr gold tr	5.66

Additions to existing portfolio by AMUSSEN HUNSAKER ASSOCIATES LLC

Reductions

Ticker	% Reduced
broadcom inc	-55.35
select sector spdr tr	-50.00
ge vernova inc	-37.07
healthequity inc	-23.18
ge aerospace	-15.99
home depot inc	-14.18
snowflake inc	-13.25
etfs gold tr	-13.23

AMUSSEN HUNSAKER ASSOCIATES LLC reduced stake in above stock

Sold off

Ticker	$ Sold
fs kkr cap corp	-185,536
gambling com group limited	-83,546
planet labs pbc	-130,000
glacier bancorp inc new	-208,241
corcept therapeutics inc	-291,568
spdr series trust	-203,799
coreweave inc	-237,095
vertiv holdings co	-207,504

AMUSSEN HUNSAKER ASSOCIATES LLC got rid off the above stocks

Sector Distribution

Iron Gate Global Advisors LLC has about 28.4% of it's holdings in Technology sector.

Sector	%
Technology	28.4
Communication Services	21.1
Others	20.1
Consumer Cyclical	9.6
Financial Services	9.2
Industrials	3.8
Consumer Defensive	3.1
Basic Materials	2.8
Healthcare	1.8

Market Cap. Distribution

Iron Gate Global Advisors LLC has about 79.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	68.4
UNALLOCATED	20.1
LARGE-CAP	11.4

Stocks belong to which Index?

About 74.2% of the stocks held by Iron Gate Global Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	74.2
Others	25.5

Top 5 Winners (%)		%
XLB	select sector spdr tr	91.8 %
LLY	eli lilly & co	40.3 %
FCX	freeport-mcmoran inc	28.7 %
GOOG	alphabet inc	28.1 %
GOOG	alphabet inc	27.8 %

Top 5 Winners ($)		$
GOOG	alphabet inc	18.4 M
GOOG	alphabet inc	7.2 M
AXP	american express co	6.5 M
AAPL	apple inc	4.9 M
AMZN	amazon com inc	4.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.3 %
PDSB	pds biotechnology corp	-24.5 %
NFLX	netflix inc	-21.4 %
KMB	kimberly-clark corp	-19.0 %
UBER	uber technologies inc	-16.4 %

Top 5 Losers ($)		$
META	meta platforms inc	-8.3 M
UBER	uber technologies inc	-7.3 M
NFLX	netflix inc	-5.4 M
MSFT	microsoft corp	-3.9 M
APD	air prods & chems inc	-2.1 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 100 stocks in it's portfolio. About 71.2% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Iron Gate Global Advisors LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	7.74	277,868	75,541,600	reduced	-7.68

ABBV	abbvie inc	0.03	1,430	326,741	added	1.2

ACWF	ishares tr	5.26	1,014,920	51,334,600	added	20.37

AFK	vaneck etf trust	0.12	3,300	1,188,430	reduced	-0.51

ALL	allstate corp	0.05	2,180	453,767	unchanged	0.00

AMZN	amazon com inc	9.10	384,948	88,854,600	reduced	-0.62

APD	air prods & chems inc	2.66	105,054	25,950,800	added	71.86

ASML	asml holding n v	0.02	189	202,204	new

AVGO	broadcom inc	0.11	3,100	1,072,910	reduced	-55.35

AXP	american express co	6.21	164,011	60,676,500	reduced	-11.36

BA	boeing co	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.04	7,685	422,673	added	0.73

BIL	spdr series trust	0.04	2,678	372,670	unchanged	0.00

BIL	spdr series trust	0.02	2,956	237,130	reduced	-0.4

BIL	spdr series trust	0.00	0.00	0.00	sold off	-100

BMY	bristol-myers squibb co	0.03	5,791	312,367	added	0.54

BNDW	vanguard scottsdale fds	0.19	32,045	1,882,150	added	38.44

BNDW	vanguard scottsdale fds	0.06	7,867	627,268	new

BNDW	vanguard scottsdale fds	0.03	3,642	305,018	reduced	-10.27

CARR	carrier global corporation	0.07	13,211	698,069	unchanged	0.00