Iron Gate Global Advisors 13F annual report
Iron Gate Global Advisors is an investment fund managing more than $550 billion ran by Brian Hunsaker. There are currently 80 companies in Mr. Hunsaker’s portfolio. The largest investments include Berkshire Hathaway and Apple Inc, together worth $131 billion.
$550 billion Assets Under Management (AUM)
As of 7th August 2024, Iron Gate Global Advisors’s top holding is 163,596 shares of Berkshire Hathaway currently worth over $66.5 billion and making up 11.3% of the portfolio value.
Relative to the number of outstanding shares of Berkshire Hathaway, Iron Gate Global Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 306,756 shares of Apple Inc worth $64.7 billion, whose value grew 20.2% in the past six months.
The third-largest holding is Amazon.com worth $60.9 billion and the next is Meta Platforms Inc worth $50.9 billion, with 100,923 shares owned.
Currently, Iron Gate Global Advisors's portfolio is worth at least $550 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Iron Gate Global Advisors
The Iron Gate Global Advisors office and employees reside in Nsl, Utah. According to the last 13-F report filed with the SEC, Brian Hunsaker serves as the MANAGING PARTER at Iron Gate Global Advisors.
Recent trades
In the most recent 13F filing, Iron Gate Global Advisors revealed that it had opened a new position in
Ishares Tr and bought 426 shares worth $233 million.
The investment fund also strengthened its position in Berkshire Hathaway by buying
2,116 additional shares.
This makes their stake in Berkshire Hathaway total 163,596 shares worth $66.5 billion.
Berkshire Hathaway soared 22.3% in the past year.
On the other hand, there are companies that Iron Gate Global Advisors is getting rid of from its portfolio.
Iron Gate Global Advisors closed its position in UBS AG London Branch on 14th August 2024.
It sold the previously owned 818 shares for $690 million.
Brian Hunsaker also disclosed a decreased stake in Meta Platforms Inc by approximately 0.1%.
This leaves the value of the investment at $50.9 billion and 100,923 shares.
One of the average hedge funds
The two most similar investment funds to Iron Gate Global Advisors are Per Stirling Capital Management, and Sg Capital Management. They manage $591 billion and $591 billion respectively.
Brian Hunsaker investment strategy
Iron Gate Global Advisors’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 32.6% of
the total portfolio value.
The fund focuses on investments in the United States as
58.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
53% of the total holdings value.
On the other hand, small-cap stocks make up only 2.5% of the portfolio.
The average market cap of the portfolio companies is close to $260 billion.
The complete list of Iron Gate Global Advisors trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Berkshire Hathaway Inc. |
1.31%
163,596
|
$66,542,071,000 | 11.25% |
| Apple Inc |
2.17%
306,756
|
$64,658,280,000 | 10.93% |
| Amazon.com Inc. |
0.45%
314,910
|
$60,869,293,000 | 10.29% |
| Meta Platforms Inc |
0.34%
100,923
|
$50,874,190,000 | 8.60% |
| Microsoft Corporation |
0.68%
102,751
|
$45,926,619,000 | 7.77% |
| American Express Co. |
0.17%
162,446
|
$37,618,803,000 | 6.36% |
| Alphabet Inc |
1.09%
280,399
|
$51,318,353,000 | 8.68% |
| Vanguard Scottsdale Fds |
15.54%
348,752
|
$26,982,661,000 | 4.56% |
| NVIDIA Corp |
759.57%
179,109
|
$22,066,190,000 | 3.73% |
| Netflix Inc. |
0.42%
30,724
|
$20,735,013,000 | 3.51% |
| Uber Technologies Inc |
31.07%
260,737
|
$18,936,712,000 | 3.20% |
| RTX Corp |
2.03%
158,594
|
$15,913,505,000 | 2.69% |
| Visa Inc |
7.90%
54,070
|
$14,191,822,000 | 2.40% |
| Air Prods Chems Inc |
8.74%
50,475
|
$13,017,120,000 | 2.20% |
| Hershey Company |
16.88%
66,046
|
$12,139,953,000 | 2.05% |
| Johnson Johnson |
0.18%
68,748
|
$10,048,362,000 | 1.70% |
| Vanguard Whitehall Fds |
12.11%
65,149
|
$7,726,715,000 | 1.31% |
| Vanguard Index Fds |
0.36%
25,047
|
$6,940,065,000 | 1.17% |
| Walmart Inc |
1.25%
47,640
|
$3,225,319,000 | 0.55% |
| Procter And Gamble Co |
0.09%
17,097
|
$2,819,684,000 | 0.48% |
| Spdr Sp 500 Etf Tr |
0.60%
4,438
|
$2,415,318,000 | 0.41% |
| Healthequity Inc |
14.37%
26,920
|
$2,320,474,000 | 0.39% |
| Pepsico Inc |
8.85%
13,701
|
$2,259,724,000 | 0.38% |
| Eaton Corp Plc |
0.35%
6,002
|
$1,881,927,000 | 0.32% |
| Mcdonalds Corp |
13.18%
6,914
|
$1,762,059,000 | 0.30% |
| Snowflake Inc. |
5.48%
12,305
|
$1,662,282,000 | 0.28% |
| Mastercard Incorporated |
0.08%
3,735
|
$1,647,934,000 | 0.28% |
| Home Depot, Inc. |
1.09%
4,629
|
$1,593,607,000 | 0.27% |
| Caterpillar Inc. |
0.28%
4,338
|
$1,437,724,000 | 0.24% |
| Costco Whsl Corp New |
0.56%
1,627
|
$1,382,866,000 | 0.23% |
| Cathay Gen Bancorp |
No change
31,126
|
$1,156,004,000 | 0.20% |
| Ppg Inds Inc |
0.04%
8,117
|
$1,019,306,000 | 0.17% |
| Merck Co Inc |
0.07%
8,217
|
$1,017,212,000 | 0.17% |
| Exxon Mobil Corp. |
3.36%
8,619
|
$992,219,000 | 0.17% |
| Emerson Elec Co |
No change
8,624
|
$934,593,000 | 0.16% |
| Carrier Global Corporation |
0.15%
13,701
|
$853,865,000 | 0.14% |
| Chevron Corp. |
5.83%
5,413
|
$847,141,000 | 0.14% |
| Verizon Communications Inc |
27.08%
17,016
|
$701,756,000 | 0.12% |
| UBS AG London Branch |
Closed
818
|
$689,943,000 | |
| Disney Walt Co |
Closed
5,668
|
$689,934,000 | |
| Otis Worldwide Corporation |
0.13%
6,849
|
$652,223,000 | 0.11% |
| Jpmorgan Chase Co. |
No change
3,174
|
$642,153,000 | 0.11% |
| Fs Kkr Cap Corp |
5.48%
28,705
|
$566,359,000 | 0.10% |
| Salesforce Inc |
0.21%
1,923
|
$494,403,000 | 0.08% |
| Crowdstrike Holdings Inc |
No change
1,230
|
$471,324,000 | 0.08% |
| Advanced Micro Devices Inc. |
23.04%
2,485
|
$403,092,000 | 0.07% |
| Broadcom Inc |
No change
250
|
$401,383,000 | 0.07% |
| Spdr Gold Tr |
2.16%
1,811
|
$389,383,000 | 0.07% |
| Deere Co |
No change
980
|
$366,157,000 | 0.06% |
| Pfizer Inc. |
0.07%
12,768
|
$359,953,000 | 0.06% |
| Allstate Corp (The) |
0.09%
2,232
|
$356,361,000 | 0.06% |
| Novo-nordisk A S |
2.32%
2,466
|
$351,997,000 | 0.06% |
| Comcast Corp New |
3.63%
8,766
|
$343,287,000 | 0.06% |
| Yum Brands Inc. |
0.47%
2,531
|
$335,207,000 | 0.06% |
| Kimberly-Clark Corp. |
No change
2,400
|
$331,680,000 | 0.06% |
| Ishares Tr |
0.76%
6,527
|
$329,822,000 | 0.06% |
| Thermo Fisher Scientific Inc. |
30.61%
578
|
$319,573,000 | 0.05% |
| Glacier Bancorp, Inc. |
No change
8,030
|
$299,680,000 | 0.05% |
| Select Sector Spdr Tr |
1.23%
5,522
|
$508,515,000 | 0.09% |
| Freeport-McMoRan Inc |
16.48%
6,081
|
$295,537,000 | 0.05% |
| Spdr Ser Tr |
No change
2,300
|
$290,831,000 | 0.05% |
| Tesla Inc |
26.25%
1,467
|
$290,290,000 | 0.05% |
| Powershares Actively Managed |
No change
5,471
|
$273,003,000 | 0.05% |
| GE Aerospace |
49.42%
1,652
|
$262,618,000 | 0.04% |
| Baxter International Inc. |
32.62%
7,831
|
$261,947,000 | 0.04% |
| Taiwan Semiconductor Mfg Ltd |
6.36%
1,488
|
$258,629,000 | 0.04% |
| Franco Nev Corp |
12.10%
2,128
|
$252,211,000 | 0.04% |
| Bristol-Myers Squibb Co. |
No change
5,896
|
$244,840,000 | 0.04% |
| Bank America Corp |
81.40%
6,125
|
$243,604,000 | 0.04% |
| Abbvie Inc |
0.58%
1,367
|
$234,468,000 | 0.04% |
| Transdigm Group Incorporated |
Closed
191
|
$234,107,000 | |
| Adobe Inc |
5.18%
421
|
$233,882,000 | 0.04% |
| Att Inc |
0.55%
12,235
|
$233,803,000 | 0.04% |
| Ishares Tr |
Opened
426
|
$233,017,000 | 0.04% |
| Intel Corp. |
7.96%
7,409
|
$229,457,000 | 0.04% |
| Campbell Soup Co. |
No change
5,055
|
$228,435,000 | 0.04% |
| Sempra |
No change
3,000
|
$228,180,000 | 0.04% |
| Eli Lilly Co |
Opened
251
|
$227,534,000 | 0.04% |
| PDS Biotechnology Corporation |
No change
75,016
|
$219,797,000 | 0.04% |
| Halliburton Co. |
Closed
5,511
|
$219,420,000 | |
| Morgan Stanley |
Opened
2,092
|
$203,321,000 | 0.03% |
| VanEck ETF Trust |
Opened
249
|
$64,914,000 | 0.01% |
| Fs Credit Opportunities Corp |
Closed
10,545
|
$61,899,000 | |
| The Beauty Health Company |
No change
16,000
|
$30,720,000 | 0.01% |
| Solo Brands, Inc. |
No change
12,650
|
$28,842,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 85 holdings | |||
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