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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%

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. <br><br> 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. <br><br> 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
$946Million
  as of May 15, 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 plc418,723
gsk plc299,627
intuitive surgical inc290,885
goldman sachs group inc269,871
vertiv holdings co268,872
royal bk cda223,418
howmet aerospace inc220,089
novo-nordisk a s216,384
New stocks bought by AMUSSEN HUNSAKER ASSOCIATES LLC

Additions

Ticker% Inc.
asml hldg nv110
freeport mcmoran inc93.14
morgan stanley85.34
vanguard scottsdale fds74.05
jpmorgan chase & co57.86
taiwan semiconductor manufac49.36
broadcom inc29.29
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%
Technology27.1
Others21.8
Communication Services20.4
Consumer Cyclical9.3
Financial Services8
Industrials4.1
Basic Materials3.5
Consumer Defensive3.3
Healthcare2.2

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-CAP65.8
UNALLOCATED21.8
LARGE-CAP12.3

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 50072.8
Others27
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.

$946.67MTotal Value
112Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of AMUSSEN HUNSAKER ASSOCIATES LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Ishares Tr over time
6.3%1,178,090
$59.64M
6.3%
increased 16.08 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vaneck Etf Trust over time
0.13%3,300
$1.27M
0.13%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Asml Hldg Nv over time
0.06%398
$525.8K
0.06%
increased 110.58 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Spdr Series Trust over time
0.04%2,678
$390.8K
0.04%
unchanged 0 percentunchanged
BIL
Spdr Series Trust

Spdr Series Trust

BIL
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Spdr Series Trust over time
0.02%2,956
$226.3K
0.02%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vanguard Scottsdale Fds over time
0.34%55,775
$3.27M
0.34%
increased 74.05 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vanguard Scottsdale Fds over time
0.07%8,338
$660.9K
0.07%
increased 5.99 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vanguard Scottsdale Fds over time
0.03%3,692
$305.5K
0.03%
increased 1.37 percentadded
BP
Bp Plc

Bp Plc

BP
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Bp Plc over time
0.04%8,909
$418.7K
0.04%
new position