Amussen Hunsaker & Associates
Latest statistics and disclosures from Iron Gate Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, GOOG, NVDA, AAPL, and represent 42.80% of Iron Gate Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: HD (+$13M), ICSH (+$9.6M), MSFT (+$9.0M), META (+$6.0M), VUG, BRK.B, V, COST, AXP, NVDA.
- Started 10 new stock positions in KNX, SPXL, GBCI, CINF, CSCO, AMD, BSX, LRCX, ORKA, CORT.
- Reduced shares in these 10 stocks: GOOGL (-$28M), GOOG, , AAPL, RTX, VGSH, , , APD, NVO.
- Sold out of its positions in T, GOOGL, CMCSA, XOM, HAL, NVO.
- Iron Gate Global Advisors was a net buyer of stock by $12M.
- Iron Gate Global Advisors has $1.0B in assets under management (AUM), dropping by 9.31%.
- Central Index Key (CIK): 0001131181
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Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 109 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.7 | $101M | 201k | 500.39 |
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| Amazon (AMZN) | 9.3 | $96M | 402k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 8.1 | $83M | -3% | 236k | 353.33 |
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| NVIDIA Corporation (NVDA) | 8.0 | $83M | 415k | 200.09 |
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| Apple (AAPL) | 7.8 | $80M | 277k | 289.36 |
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| Meta Platforms Cl A (META) | 7.2 | $75M | +8% | 133k | 563.29 |
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| Ishares Tr Ultra Short Dur (ICSH) | 6.7 | $69M | +16% | 1.4M | 50.58 |
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| American Express Company (AXP) | 5.4 | $55M | 164k | 338.25 |
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| Microsoft Corporation (MSFT) | 5.3 | $55M | +19% | 147k | 373.02 |
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| Uber Technologies (UBER) | 3.4 | $35M | 485k | 72.16 |
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| Palo Alto Networks (PANW) | 3.3 | $34M | 99k | 341.02 |
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| Air Products & Chemicals (APD) | 3.0 | $31M | 106k | 293.18 |
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| Raytheon Technologies Corp (RTX) | 2.7 | $28M | -2% | 146k | 189.73 |
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| Visa Com Cl A (V) | 2.5 | $26M | +3% | 74k | 343.09 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $20M | +2% | 126k | 158.03 |
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| Hershey Company (HSY) | 1.9 | $20M | +2% | 112k | 175.45 |
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| Netflix (NFLX) | 1.8 | $19M | 259k | 71.40 |
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| Johnson & Johnson (JNJ) | 1.7 | $17M | 68k | 253.97 |
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| Home Depot (HD) | 1.3 | $14M | +1632% | 39k | 352.68 |
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| Palantir Technologies Cl A (PLTR) | 1.2 | $12M | +4% | 104k | 116.67 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $5.8M | 7.8k | 746.77 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $5.7M | 7.8k | 736.36 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $5.5M | 15k | 370.05 |
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| Caterpillar (CAT) | 0.5 | $5.5M | 5.1k | 1064.85 |
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| Wal-Mart Stores (WMT) | 0.4 | $4.0M | -3% | 35k | 113.26 |
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| Tesla Motors (TSLA) | 0.3 | $3.1M | 7.5k | 420.60 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $2.8M | -12% | 49k | 58.20 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.7M | +513% | 31k | 86.14 |
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| Eaton Corp SHS (ETN) | 0.2 | $2.6M | 6.1k | 426.12 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.4M | +43% | 2.6k | 935.35 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $2.2M | 3.3k | 655.89 |
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| Cathay General Ban (CATY) | 0.2 | $1.9M | 31k | 61.99 |
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| Procter & Gamble Company (PG) | 0.2 | $1.9M | 13k | 146.63 |
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| Broadcom (AVGO) | 0.1 | $1.5M | 4.0k | 377.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.3M | 5.3k | 242.99 |
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| Emerson Electric (EMR) | 0.1 | $1.2M | 8.6k | 143.15 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | 989.00 | 1198.85 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $1.2M | 3.6k | 327.33 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.1M | 2.3k | 477.57 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 8.1k | 128.50 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | -14% | 2.0k | 513.50 |
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| Snowflake Com Shs (SNOW) | 0.1 | $996k | -13% | 3.9k | 254.50 |
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| PPG Industries (PPG) | 0.1 | $985k | 8.1k | 121.29 |
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| Carrier Global Corporation (CARR) | 0.1 | $969k | 13k | 73.35 |
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| Chevron Corporation (CVX) | 0.1 | $925k | +2% | 5.6k | 165.76 |
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| Morgan Stanley Com New (MS) | 0.1 | $917k | 4.4k | 209.04 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $800k | 402.00 | 1989.44 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $782k | -2% | 1.0k | 763.14 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $741k | +5% | 3.9k | 190.52 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $659k | 8.3k | 79.03 |
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| Deere & Company (DE) | 0.1 | $653k | 1.0k | 634.33 |
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| Angel Studios Cl A Com (ANGX) | 0.1 | $602k | 164k | 3.67 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $598k | 9.5k | 62.89 |
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| McDonald's Corporation (MCD) | 0.1 | $579k | -17% | 2.1k | 270.31 |
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| Pepsi (PEP) | 0.1 | $558k | -14% | 4.1k | 135.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $547k | +10% | 796.00 | 687.23 |
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| Bank of America Corporation (BAC) | 0.1 | $531k | 9.3k | 56.98 |
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| Allstate Corporation (ALL) | 0.1 | $519k | 2.2k | 237.94 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $475k | 6.6k | 71.60 |
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| Advanced Micro Devices (AMD) | 0.0 | $462k | NEW | 796.00 | 580.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $422k | -10% | 564.00 | 748.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $416k | -22% | 1.1k | 368.38 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $408k | 2.7k | 152.18 |
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| Healthequity (HQY) | 0.0 | $394k | -19% | 4.4k | 90.32 |
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| Cummins (CMI) | 0.0 | $391k | 548.00 | 713.82 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $390k | -7% | 8.6k | 45.34 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $381k | 3.3k | 117.28 |
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| Abbvie (ABBV) | 0.0 | $374k | 1.5k | 251.64 |
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| Yum! Brands (YUM) | 0.0 | $350k | 2.2k | 159.83 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $349k | -2% | 1.0k | 334.82 |
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| Ge Aerospace Com New (GE) | 0.0 | $337k | 901.00 | 373.73 |
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| Bristol Myers Squibb (BMY) | 0.0 | $332k | 5.8k | 57.62 |
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| BP Sponsored Adr (BP) | 0.0 | $329k | 8.9k | 36.95 |
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| Ge Vernova (GEV) | 0.0 | $323k | -12% | 275.00 | 1174.86 |
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| Goldman Sachs (GS) | 0.0 | $323k | 319.00 | 1011.37 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $313k | +2% | 3.8k | 82.65 |
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| Republic Services (RSG) | 0.0 | $312k | 1.5k | 213.08 |
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| Corcept Therapeutics Incorporated (CORT) | 0.0 | $304k | NEW | 3.5k | 86.95 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $297k | 1.9k | 158.66 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $295k | 302.00 | 978.12 |
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| Hancock Holding Company (HWC) | 0.0 | $286k | 3.8k | 74.72 |
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| Newmont Mining Corporation (NEM) | 0.0 | $286k | 3.1k | 93.40 |
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| Rbc Cad (RY) | 0.0 | $286k | 1.4k | 206.97 |
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| Oracle Corporation (ORCL) | 0.0 | $285k | 1.9k | 146.53 |
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| GSK Sponsored Adr (GSK) | 0.0 | $285k | 5.4k | 52.42 |
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| Sempra Energy (SRE) | 0.0 | $278k | 3.0k | 92.71 |
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| Pfizer (PFE) | 0.0 | $268k | 11k | 24.08 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $268k | 1.3k | 208.44 |
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| Chubb (CB) | 0.0 | $266k | 781.00 | 340.74 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $263k | 2.4k | 109.77 |
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| Oruka Therapeutics (ORKA) | 0.0 | $262k | NEW | 2.8k | 95.17 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $260k | 3.0k | 87.88 |
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| Howmet Aerospace (HWM) | 0.0 | $257k | 955.00 | 268.86 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $252k | 1.3k | 201.61 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $251k | 631.00 | 397.68 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $250k | NEW | 3.2k | 77.87 |
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| Boston Scientific Corporation (BSX) | 0.0 | $248k | NEW | 5.8k | 42.68 |
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| Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) | 0.0 | $240k | NEW | 886.00 | 270.67 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $236k | 1.5k | 156.25 |
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| Cisco Systems (CSCO) | 0.0 | $235k | NEW | 2.0k | 117.46 |
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| Cincinnati Financial Corporation (CINF) | 0.0 | $229k | NEW | 1.2k | 185.14 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $216k | NEW | 499.00 | 433.33 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $205k | 10k | 19.89 |
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| Glacier Ban (GBCI) | 0.0 | $201k | NEW | 3.9k | 51.58 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $113k | 19k | 5.83 |
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| Pds Biotechnology Ord (PDSB) | 0.0 | $62k | -6% | 70k | 0.88 |
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| Liberty All-Star Growth Fund (ASG) | 0.0 | $55k | 10k | 5.47 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $4.4k | -3% | 14k | 0.33 |
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Past Filings by Iron Gate Global Advisors
SEC 13F filings are viewable for Iron Gate Global Advisors going back to 2017
- Iron Gate Global Advisors 2026 Q2 filed Aug. 14, 2026
- Iron Gate Global Advisors 2026 Q1 filed May 15, 2026
- Iron Gate Global Advisors 2025 Q4 filed Feb. 17, 2026
- Iron Gate Global Advisors 2025 Q3 filed Nov. 14, 2025
- Iron Gate Global Advisors 2025 Q2 filed Aug. 14, 2025
- Iron Gate Global Advisors 2025 Q1 restated filed May 27, 2025
- Iron Gate Global Advisors 2024 Q4 filed Feb. 13, 2025
- Iron Gate Global Advisors 2024 Q3 filed Nov. 14, 2024
- Iron Gate Global Advisors 2024 Q2 filed Aug. 14, 2024
- Iron Gate Global Advisors 2024 Q1 filed May 15, 2024
- Amussen Hunsaker Associates 2023 Q3 filed Nov. 13, 2023
- Amussen Hunsaker Associates 2023 Q2 filed Aug. 10, 2023
- Amussen Hunsaker Associates 2023 Q1 filed May 15, 2023
- Amussen Hunsaker Associates 2022 Q4 filed Feb. 8, 2023
- Amussen Hunsaker Associates 2022 Q3 filed Nov. 14, 2022
- Amussen Hunsaker Associates 2022 Q2 filed Aug. 15, 2022