Iron Gate Global Advisors LLC

hedge fundUpdated 27 days ago

Managed by Amussen Hunsaker Associates Llc • Latest filing Q2 2026

Portfolio value

$1B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

70.8%

Weight of largest holdings

Annualized return

33.4%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$405.7M
Q2 2023	$462.5M
Q3 2023	$444.6M
Q4 2023	$505.8M
Q1 2024	$562.4M
Q2 2024	$606.3M
Q3 2024	$647M
Q4 2024	$708.9M
Q1 2025	$621.7M
Q2 2025	$897.3M
Q3 2025	$979.1M
Q4 2025	$976.6M
Q1 2026	$946.7M
Q2 2026	$1B

Top holdings

109 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	B BRK-A BERKSHIRE HATHAWAY INC DEL	$100.5M	200.9K	9.71%	Added(+1.2%)
2	A AMZN AMAZON COM INC	$95.8M	402.0K	9.26%	Added(+0.2%)
3	G GOOGN ALPHABET INC	$83.3M	235.8K	8.05%	Trimmed(-3.5%)
4	N NVDA NVIDIA CORPORATION	$83.1M	415.4K	8.03%	Added(+0.7%)
5	A AAPL APPLE INC	$80.2M	277.2K	7.75%	Trimmed(-0.9%)
6	M META META PLATFORMS INC	$74.8M	132.8K	7.23%	Added(+8.8%)
7	E ETHA ISHARES TR	$69.2M	1.37M	6.69%	Added(+16.1%)
8	A AXP AMERICAN EXPRESS CO	$55.4M	163.8K	5.35%	Added(+1.2%)
9	M MSFT MICROSOFT CORP	$54.8M	147.0K	5.30%	Added(+19.6%)
10	U UBER UBER TECHNOLOGIES INC	$35M	484.8K	3.38%	Added(+1.0%)
11	P PANW PALO ALTO NETWORKS INC	$33.8M	99.1K	3.27%	Trimmed(-0.2%)
12	A APD AIR PRODUCTS AND CHEMICALS I	$31.2M	106.4K	3.01%	Trimmed(-0.8%)
13	R RTX RTX CORPORATION	$27.7M	146.0K	2.68%	Trimmed(-2.0%)
14	V V VISA INC	$25.5M	74.3K	2.46%	Added(+3.4%)
15	V VGES VANGUARD WHITEHALL FDS	$19.8M	125.5K	1.92%	Added(+2.8%)
16	H HSY HERSHEY CO	$19.6M	111.6K	1.89%	Added(+2.9%)
17	N NFLX NETFLIX INC.	$18.5M	259.0K	1.79%	Added(+1.7%)
18	J JNJ JOHNSON & JOHNSON	$17.4M	68.4K	1.68%	Trimmed(0.0%)
19	H HD HOME DEPOT INC	$13.9M	39.3K	1.34%	Added(+1632.9%)
20	P PLTR PALANTIR TECHNOLOGIES INC	$12.1M	104.0K	1.17%	Added(+4.0%)

B

BERKSHIRE HATHAWAY INC DEL

+1.2%

Value

$100.5M

Shares

200.9K

% Port

9.71%

A

AMAZON COM INC

+0.2%

Value

$95.8M

Shares

402.0K

% Port

9.26%

G

ALPHABET INC

-3.5%

Value

$83.3M

Shares

235.8K

% Port

8.05%

N

NVIDIA CORPORATION

+0.7%

Value

$83.1M

Shares

415.4K

% Port

8.03%

A

APPLE INC

-0.9%

Value

$80.2M

Shares

277.2K

% Port

7.75%

M

META PLATFORMS INC

+8.8%

Value

$74.8M

Shares

132.8K

% Port

7.23%

E

ISHARES TR

+16.1%

Value

$69.2M

Shares

1.37M

% Port

6.69%

A

AMERICAN EXPRESS CO

+1.2%

Value

$55.4M

Shares

163.8K

% Port

5.35%

M

MICROSOFT CORP

+19.6%

Value

$54.8M

Shares

147.0K

% Port

5.30%

U

UBER TECHNOLOGIES INC

+1.0%

Value

$35M

Shares

484.8K

% Port

3.38%

P

PALO ALTO NETWORKS INC

-0.2%

Value

$33.8M

Shares

99.1K

% Port

3.27%

A

12.APD

AIR PRODUCTS AND CHEMICALS I

-0.8%

Value

$31.2M

Shares

106.4K

% Port

3.01%

R

13.RTX

RTX CORPORATION

-2.0%

Value

$27.7M

Shares

146.0K

% Port

2.68%

V

14.V

VISA INC

+3.4%

Value

$25.5M

Shares

74.3K

% Port

2.46%

V

VANGUARD WHITEHALL FDS

+2.8%

Value

$19.8M

Shares

125.5K

% Port

1.92%

H

16.HSY

HERSHEY CO

+2.9%

Value

$19.6M

Shares

111.6K

% Port

1.89%

N

NETFLIX INC.

+1.7%

Value

$18.5M

Shares

259.0K

% Port

1.79%

J

18.JNJ

JOHNSON & JOHNSON

0.0%

Value

$17.4M

Shares

68.4K

% Port

1.68%

H

19.HD

HOME DEPOT INC

+1632.9%

Value

$13.9M

Shares

39.3K

% Port

1.34%

P

PALANTIR TECHNOLOGIES INC

+4.0%

Value

$12.1M

Shares

104.0K

% Port

1.17%

View full portfolio (109 holdings) →

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