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Iron Gate Global Advisors LLC — 13F Holdings & Portfolio

CIK 1131181 · latest 13F-HR filed 2026-08-14

Backtest portfolio

Iron Gate Global Advisors LLC manages $1.03B in 13F-reported U.S. long-equity assets across 109 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (9.71%), AMZN (9.26%), GOOG (8.05%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions and exited 6; 61 existing positions rose in reported value and 20 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.03B

Long-equity book

Holdings
109

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+10 / −6 / ↑61 / ↓20

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BRK.B9.7% · +1%AMZN9.3% · +0%GOOG8.1% · -4%NVDA8.0% · +1%AAPL7.8% · -1%META7.2% · +9%ICSH6.7% · +16%AXP5.4% · +1%MSFT5.3% · +20%UBER3.4% · +1%PANW3.3% · -0%APD3.0% · -1%RTX2.7% · -2%V2.5% · +3%VYM1.9% · +3%HSY1.9% · +3%NFLX1.8% · +2%JNJ1.7% · -0%HD1.3% · +1633%PLTR1.2% · +4%SPY0.6% · +1%QQQ0.6% · +1%VTI0.5% · -1%CAT0.5% · -0%WMT0.4% · -3%TSLA0.3% · +0%VGSH0.3% · -12%VUG0.3% · +514%ETN0.2% · 0%COST0.2% · +43%SMH0.2% · 0%CATY0.2% · 0%PG0.2% · 0%AVGO0.1% · +0%VBR0.1% · -0%EMR0.1% · 0%LLY0.1% · +0%JPM0.1% · +2%TSM0.1% · 0%MRK0.1% · +0%MA0.1% · -14%SNOW0.1% · -13%PPG0.1% · 0%CARR0.1% · 0%CVX0.1% · +2%MS0.1% · 0%ASML0.1% · +1%CRWD0.1% · -3%BRK.A0.1% · 0%XLK0.1% · +6%VCSH0.1% · +0%DE0.1% · 0%ANGX0.1% · 0%FCX0.1% · 0%MCD0.1% · -18%PEP0.1% · -15%VOO0.1% · +11%BAC0.1% · -0%ALL0.1% · 0%OTIS0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 70.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$1.32B
Discretionary
$1.10B
Employees
7
Accounts
3,169
Address
960 NORTH 400 EAST
NORTH SALT LAKE, UT 84054
Phone
(888) 591-0334
Website
Name Title / Status Ownership Type
HUNSAKER, BRIAN, WARD ControlMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
since Jan 2000
25–50%Individual
PATTISON, BRETT, MICHAEL ControlMEMBER
since Jan 2015
25–50%Individual
Nelson, Spencer, HowellsCFO
since Jun 2019
10–25%Individual
Ownership & leadership changes · 7 filings with changes since Apr 5, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • No longer listedAMUSSEN, FRANZ, SALZNER · MANAGING MEMBER · Less than 5% · listed since Jan 2000
Mar 31, 2025 filing
  • ChangedAMUSSEN, FRANZ, SALZNER · no longer a control person
  • ChangedNelson, Spencer, Howells · ownership 5–10% → 10–25%
  • ChangedPATTISON, BRETT, MICHAEL · now a control person
Mar 22, 2024 filing
  • AddedNelson, Spencer, Howells · CFO · 5–10%
  • ChangedAMUSSEN, FRANZ, SALZNER · ownership 10–25% → Less than 5%
Apr 30, 2019 filing
  • No longer listedBOMAN, SARAH, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2018
  • ChangedHUNSAKER, BRIAN, WARD · title MANAGING MEMBER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Nov 6, 2018 filing
  • AddedBOMAN, SARAH, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHUNSAKER, BRIAN, WARD · title MANAGING MEMBER/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Apr 26, 2018 filing
  • ChangedAMUSSEN, FRANZ, SALZNER · title CEO → MANAGING MEMBER; ownership 50–75% → 10–25%
  • ChangedHUNSAKER, BRIAN, WARD · title PRESIDENT/CHIEF COMPLIANCE OFFICER → MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; ownership 50–75% → 25–50%
  • ChangedPATTISON, BRETT, MICHAEL · ownership Less than 5% → 25–50%
Mar 29, 2017 filing
  • AddedPATTISON, BRETT, MICHAEL · MEMBER · Less than 5%
Apr 5, 2012 filing (earliest on record)
  • ListedAMUSSEN, FRANZ, SALZNER · CEO · 50–75% · control person
  • ListedHUNSAKER, BRIAN, WARD · PRESIDENT/CHIEF COMPLIANCE OFFICER · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 61 →

Top Trims

Show all 20 →

New Positions

Show all 10 →

Exited Positions

Show all 6 →

Iron Gate Global Advisors LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $100.5M 9.71% 200,882 SH
2 AMAZON COM INC AMZN 023135106 $95.8M 9.26% 401,973 SH
3 ALPHABET INC GOOG 02079K107 $83.3M 8.05% 235,795 SH
4 NVIDIA CORPORATION NVDA 67066G104 $83.1M 8.03% 415,391 SH
5 APPLE INC AAPL 037833100 $80.2M 7.75% 277,192 SH
6 META PLATFORMS INC META 30303M102 $74.8M 7.23% 132,836 SH
7 ISHARES TR ICSH 46434V878 $69.2M 6.69% 1,368,146 SH
8 AMERICAN EXPRESS CO AXP 025816109 $55.4M 5.35% 163,779 SH
9 MICROSOFT CORP MSFT 594918104 $54.8M 5.30% 147,040 SH
10 UBER TECHNOLOGIES INC UBER 90353T100 $35.0M 3.38% 484,844 SH
11 PALO ALTO NETWORKS INC PANW 697435105 $33.8M 3.27% 99,117 SH
12 AIR PRODUCTS AND CHEMICALS I APD 009158106 $31.2M 3.01% 106,414 SH
13 RTX CORPORATION RTX 75513E101 $27.7M 2.68% 145,998 SH
14 VISA INC V 92826C839 $25.5M 2.46% 74,346 SH
15 VANGUARD WHITEHALL FDS VYM 921946406 $19.8M 1.92% 125,484 SH
16 HERSHEY CO HSY 427866108 $19.6M 1.89% 111,568 SH
17 NETFLIX INC. NFLX 64110L106 $18.5M 1.79% 259,047 SH
18 JOHNSON & JOHNSON JNJ 478160104 $17.4M 1.68% 68,370 SH
19 HOME DEPOT INC HD 437076102 $13.9M 1.34% 39,285 SH
20 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $12.1M 1.17% 103,982 SH
21 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.8M 0.56% 7,824 SH
22 INVESCO QQQ TR QQQ 46090E103 $5.7M 0.55% 7,753 SH
23 VANGUARD INDEX FDS VTI 922908769 $5.5M 0.54% 14,981 SH
24 CATERPILLAR INC CAT 149123101 $5.5M 0.53% 5,143 SH
25 WALMART INC WMT 931142103 $4.0M 0.38% 34,927 SH
26 TESLA INC TSLA 88160R101 $3.1M 0.30% 7,481 SH
27 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $2.8M 0.27% 48,882 SH
28 VANGUARD INDEX FDS VUG 922908736 $2.7M 0.26% 30,794 SH
29 EATON CORP PLC ETN G29183103 $2.6M 0.25% 6,061 SH
30 COSTCO WHOLESALE CORPORATION COST 22160K105 $2.4M 0.24% 2,618 SH
31 VANECK ETF TRUST SMH 92189F676 $2.2M 0.21% 3,300 SH
32 CATHAY GEN BANCORP CATY 149150104 $1.9M 0.19% 31,125 SH
33 PROCTER & GAMBLE CO PG 742718109 $1.9M 0.18% 12,833 SH
34 BROADCOM INC AVGO 11135F101 $1.5M 0.15% 4,028 SH
35 VANGUARD INDEX FDS VBR 922908611 $1.3M 0.12% 5,262 SH
36 EMERSON ELEC CO EMR 291011104 $1.2M 0.12% 8,555 SH
37 ELI LILLY & CO LLY 532457108 $1.2M 0.11% 989 SH
38 JPMORGAN CHASE & CO JPM 46625H100 $1.2M 0.11% 3,617 SH
39 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.1M 0.11% 2,336 SH
40 MERCK & CO INC MRK 58933Y105 $1.0M 0.10% 8,077 SH
41 MASTERCARD INCORPORATED MA 57636Q104 $1.0M 0.10% 1,951 SH
42 SNOWFLAKE INC SNOW 833445109 $996.1K 0.10% 3,914 SH
43 PPG INDS INC PPG 693506107 $984.5K 0.10% 8,117 SH
44 CARRIER GLOBAL CORPORATION CARR 14448C104 $969.0K 0.09% 13,211 SH
45 CHEVRON CORPORATION CVX 166764100 $925.3K 0.09% 5,582 SH
46 MORGAN STANLEY MS 617446448 $917.1K 0.09% 4,387 SH
47 ASML HLDG NV ASML N07059210 $799.8K 0.08% 402 SH
48 CROWDSTRIKE HLDGS INC CRWD 22788C105 $781.5K 0.08% 1,024 SH
49 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $748.9K 0.07% 1 SH
50 SELECT SECTOR SPDR TR XLK 81369Y803 $741.3K 0.07% 3,891 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.03B 109 0001131181-26-000003
2026-03-31 2026-05-15 $946.7M 105 0001131181-26-000002
2025-12-31 2026-02-17 $976.6M 100 0001131181-26-000001
2025-09-30 2025-11-14 $979.1M 116 0001131181-25-000002
Filer Information
Address
960 N 400 E
NSL, UT 84054
Phone
(801) 575-6427
Filing Manager
Iron Gate Global Advisors LLC
NSL, UT
Signatory
BRIAN HUNSAKER
MANAGING PARTER