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Latest AMUSSEN HUNSAKER ASSOCIATES LLC Stock Portfolio

$1.03Billion | No. of Holdings #109

AMUSSEN HUNSAKER ASSOCIATES LLC Performance

2026 Q2+7.39%
YTD+0.26%
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 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Iron Gate Global Advisors LLC reported an equity portfolio of $1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Iron Gate Global Advisors LLC are , AMZN, GOOG. The fund has invested 9.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 9.3% of portfolio in AMAZON COM INC. <br><br> The fund managers got completely rid off ALPHABET INC (GOOG), EXXON MOBIL CORP (XOM) and AT&T INC (T) stocks. They significantly reduced their stock positions in SPDR GOLD TR (GLD), HEALTHEQUITY INC (HQY) and MCDONALDS CORP (MCD). Iron Gate Global Advisors LLC opened new stock positions in ADVANCED MICRO DEVICES INC (AMD), CORCEPT THERAPEUTICS INC (CORT) and ORUKA THERAPEUTICS INC. The fund showed a lot of confidence in some stocks as they added substantially to HOME DEPOT INC (HD), VANGUARD INDEX FDS (VB) and COSTCO WHOLESALE CORPORATION (COST).
AMUSSEN HUNSAKER ASSOCIATES LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$1.03Billion
  as of Aug 14, 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 7.39% in the last quarter. In trailing 12 months, it's portfolio return was 10.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
advanced micro devices inc462,404
corcept therapeutics inc304,325
oruka therapeutics inc261,718
knight-swift transn hldgs in249,885
boston scientific corp248,312
direxion shares etf trust239,814
cisco sys inc235,272
cincinnati finl corp229,203
New stocks bought by AMUSSEN HUNSAKER ASSOCIATES LLC

Additions

Ticker% Inc.
home depot inc1,632
vanguard index fds513
costco wholesale corporation43.3
microsoft corp19.58
ishares tr16.13
vanguard index fds10.71
meta platforms inc8.76
select sector spdr tr5.56
Additions to existing portfolio by AMUSSEN HUNSAKER ASSOCIATES LLC

Reductions

Ticker% Reduced
spdr gold tr-22.31
healthequity inc-19.49
mcdonalds corp-17.57
pepsico inc-14.78
mastercard incorporated-14.39
snowflake inc-13.33
ge vernova inc-12.42
vanguard scottsdale fds-12.36
AMUSSEN HUNSAKER ASSOCIATES LLC reduced stake in above stock

Sold off

Ticker$ Sold
alphabet inc-28,296,700
exxon mobil corp-1,718,660
at&t inc-265,400
comcast corp new-261,031
novo-nordisk a s-216,384
halliburton co-210,975
AMUSSEN HUNSAKER ASSOCIATES LLC got rid off the above stocks

Sector Distribution

Iron Gate Global Advisors LLC has about 29.3% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Industrials
  • Basic Materials
  • Consumer Defensive
  • Healthcare
Sector%
Technology29.3
Others22.1
Communication Services17.1
Consumer Cyclical11
Financial Services8.4
Industrials4
Basic Materials3.2
Consumer Defensive2.8
Healthcare2.1

Market Cap. Distribution

Iron Gate Global Advisors LLC has about 77.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP68
UNALLOCATED22.1
LARGE-CAP9.8

Stocks belong to which Index?

About 73% 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 50073
Others26.7
Top 5 Winners (%)%
PANW
palo alto networks inc
112.6 %
CRWD
crowdstrike hldgs inc
94.2 %
AFK
vaneck etf trust
71.1 %
SNOW
snowflake inc
64.2 %
CAT
caterpillar inc
50.3 %
Top 5 Winners ($)$
PANW
palo alto networks inc
17.9 M
GOOG
alphabet inc
15.9 M
AMZN
amazon com inc
12.1 M
NVDA
nvidia corporation
10.6 M
AAPL
apple inc
9.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
MVIS
microvision inc del
-48.1 %
NFLX
netflix inc.
-25.6 %
BP
bp plc
-21.4 %
PLTR
palantir technologies inc
-19.9 %
Top 5 Losers ($)$
NFLX
netflix inc.
-6.4 M
VB
vanguard index fds
-6.3 M
HSY
hershey co
-3.6 M
PLTR
palantir technologies inc
-3.0 M
META
meta platforms inc
-1.1 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 109 stocks in it's portfolio. About 70.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. PANW was the most profitable stock for Iron Gate Global Advisors LLC last quarter.

$1.03BTotal Value
115Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of AMUSSEN HUNSAKER ASSOCIATES LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Ishares Tr over time
6.69%1,368,150
$69.20M
6.69%
increased 16.13 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vaneck Etf Trust over time
0.21%3,300
$2.16M
0.21%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Asml Hldg Nv over time
0.08%402
$799.8K
0.08%
increased 1.01 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
$407.5K
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
0.03%2,956
$259.8K
0.03%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vanguard Scottsdale Fds over time
0.28%48,882
$2.84M
0.28%
decreased 12.36 percentreduced
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vanguard Scottsdale Fds over time
0.06%8,343
$659.4K
0.06%
increased 0.06 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Vanguard Scottsdale Fds over time
0.03%3,792
$313.4K
0.03%
increased 2.71 percentadded
BP
Bp Plc

Bp Plc

BP
AMUSSEN HUNSAKER ASSOCIATES LLC's holding in Bp Plc over time
0.03%8,909
$329.2K
0.03%
unchanged 0 percentunchanged