Latest AMUSSEN HUNSAKER ASSOCIATES LLC Stock Portfolio
AMUSSEN HUNSAKER ASSOCIATES LLC Performance:
2025 Q3: 8.02%YTD: 14.55%2024: 27.74%
Performance for 2025 Q3 is 8.02%, and YTD is 14.55%, and 2024 is 27.74%.
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 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $542.7 Millions. In it's latest 13F Holdings report, Iron Gate Global Advisors LLC reported an equity portfolio of $979.1 Millions as of 30 Sep, 2025.
The top stock holdings of Iron Gate Global Advisors LLC are , AMZN, META. The fund has invested 9.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.7% of portfolio in AMAZON COM INC.
The fund managers got completely rid off WELLS FARGO CO NEW (WFC) stocks. They significantly reduced their stock positions in EMERSON ELEC CO (EMR), CATHAY GEN BANCORP (CATY) and CHUBB LIMITED (CB). Iron Gate Global Advisors LLC opened new stock positions in SNOWFLAKE INC (SNOW), HEALTHEQUITY INC (HQY) and CARRIER GLOBAL CORPORATION (CARR). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), TESLA INC (TSLA) and BANK AMERICA CORP (BAC).
The top stock holdings of Iron Gate Global Advisors LLC are , AMZN, META. The fund has invested 9.8% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.7% of portfolio in AMAZON COM INC.
The fund managers got completely rid off WELLS FARGO CO NEW (WFC) stocks. They significantly reduced their stock positions in EMERSON ELEC CO (EMR), CATHAY GEN BANCORP (CATY) and CHUBB LIMITED (CB). Iron Gate Global Advisors LLC opened new stock positions in SNOWFLAKE INC (SNOW), HEALTHEQUITY INC (HQY) and CARRIER GLOBAL CORPORATION (CARR). The fund showed a lot of confidence in some stocks as they added substantially to ELI LILLY & CO (LLY), TESLA INC (TSLA) and BANK AMERICA CORP (BAC).
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 8.02% in the last quarter. In trailing 12 months, it's portfolio return was 19.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| snowflake inc | 1,607,070 |
| healthequity inc | 851,571 |
| carrier global corporation | 787,358 |
| otis worldwide corp | 606,579 |
| crowdstrike hldgs inc | 603,625 |
| direxion shs etf tr | 370,539 |
| ge aerospace | 331,371 |
| abbvie inc | 327,532 |
New stocks bought by AMUSSEN HUNSAKER ASSOCIATES LLC
Additions
| Ticker | % Inc. |
|---|---|
| eli lilly & co | 175 |
| tesla inc | 132 |
| bank america corp | 42.31 |
| salesforce inc | 37.37 |
| berkshire hathaway inc del | 8.66 |
| vanguard whitehall fds | 8.64 |
| visa inc | 7.98 |
| ishares tr | 3.15 |
Additions to existing portfolio by AMUSSEN HUNSAKER ASSOCIATES LLC
Reductions
| Ticker | % Reduced |
|---|---|
| emerson elec co | -50.04 |
| cathay gen bancorp | -50.00 |
| chubb limited | -44.41 |
| select sector spdr tr | -39.25 |
| select sector spdr tr | -34.61 |
| spdr series trust | -33.05 |
| pfizer inc | -30.81 |
| broadcom inc | -30.54 |
AMUSSEN HUNSAKER ASSOCIATES LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wells fargo co new | -209,803 |
AMUSSEN HUNSAKER ASSOCIATES LLC got rid off the above stocks
Sector Distribution
Iron Gate Global Advisors LLC has about 30.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 30.6 |
| Communication Services | 20.9 |
| Others | 19 |
| Financial Services | 9.4 |
| Consumer Cyclical | 9.4 |
| Industrials | 3.7 |
| Consumer Defensive | 3.3 |
| Basic Materials | 1.9 |
| Healthcare | 1.7 |
Market Cap. Distribution
Iron Gate Global Advisors LLC has about 80.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 57.9 |
| LARGE-CAP | 23 |
| UNALLOCATED | 19 |
Stocks belong to which Index?
About 74.4% of the stocks held by Iron Gate Global Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 74.4 |
| Others | 25.3 |
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 103 stocks in it's portfolio. About 70.6% of the portfolio is in top 10 stocks. NFLX 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: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.84 | 300,997 | 76,717,900 | reduced | -3.12 | ||
| ABBV | abbvie inc | 0.03 | 1,413 | 327,532 | new | |||
| ACWF | ishares tr | 4.37 | 843,178 | 42,787,100 | added | 3.15 | ||
| AFK | vaneck etf trust | 0.11 | 3,317 | 1,079,840 | reduced | -1.95 | ||
| ALL | allstate corp | 0.05 | 2,180 | 468,148 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 8.70 | 387,343 | 85,210,400 | reduced | -0.22 | ||
| APD | air prods & chems inc | 1.70 | 61,129 | 16,642,800 | reduced | -0.66 | ||
| AVGO | broadcom inc | 0.23 | 6,943 | 2,288,620 | reduced | -30.54 | ||
| AXP | american express co | 6.29 | 185,038 | 61,573,000 | reduced | -2.07 | ||
| BA | boeing co | 0.02 | 974 | 209,926 | new | |||
| BAC | bank america corp | 0.04 | 7,629 | 393,757 | added | 42.31 | ||
| BIL | spdr series trust | 0.04 | 2,678 | 375,351 | reduced | -33.05 | ||
| BIL | spdr series trust | 0.02 | 2,968 | 232,632 | new | |||
| BIL | spdr series trust | 0.02 | 2,221 | 203,799 | unchanged | 0.00 | ||
| BMY | bristol-myers squibb co | 0.03 | 5,760 | 259,632 | unchanged | 0.00 | ||
| BNDW | vanguard scottsdale fds | 0.14 | 23,148 | 1,362,070 | reduced | -21.22 | ||
| BNDW | vanguard scottsdale fds | 0.04 | 4,059 | 341,342 | reduced | -25.48 | ||
| CARR | carrier global corporation | 0.08 | 13,211 | 787,358 | new | |||
| CAT | caterpillar inc | 0.22 | 4,488 | 2,139,120 | reduced | -23.85 | ||
| CATY | cathay gen bancorp | 0.15 | 31,125 | 1,489,020 | reduced | -50.00 | ||