Iron Gate Global Advisors LLC
•CIK: 1131181•Filing: Q4 2025
**AMUSSEN HUNSAKER ASSOCIATES LLC** manages $977M across a diversified portfolio of 100 positions. The fund exhibits significant conviction in mega-cap technology and industrials, with top holdings including BRK/B at $95.8M and AMZN at $88.9M. Further concentration is evident in core tech names such as GOOG ($79.6M), META ($75.7M), and AAPL ($75.5M). This structure suggests a growth-oriented, large-cap allocation strategy.
Total AUM
$976.6M
QoQ Performance
+13.7%
Positions
87
Top 10 Concentration
71.2%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK.B
AMZN
GOOGL
META
AAPL
NVDA
AXP
MSFT
BRK.B9.8%
AMZN9.1%
GOOGL8.1%
META7.8%
AAPL7.7%
NVDA7.6%
AXP6.2%
MSFT5.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology40.3%
Other26.1%
Consumer13.9%
Financial9.0%
Industrial3.2%
Materials2.7%
Communication2.0%
Healthcare1.7%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW6 new positions
↑37 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022