BH
Brian Hunsaker Portfolio
Invests via Iron Gate Global Advisors LLC | Managed by Brian Hunsaker
Invests via Iron Gate Global Advisors LLC
Managed by Brian Hunsaker
Automatically Tracked
Brian Hunsaker Profile
Brian Hunsaker has cultivated a diverse career that spans various sectors, bringing significant expertise to his role as an investor-operator. With experience in both corporate and entrepreneurial environments, he excels at leveraging innovative strategies to drive business growth. His background includes leadership positions where he successfully scaled operations and enhanced market reach. Hunsaker’s involvement extends beyond traditional investment avenues, actively contributing to the development of new ventures by bridging the gap between creative vision and practical execution. This multifaceted approach positions him as a key player in driving value creation within dynamic industries.
Brian Hunsaker has cultivated a diverse career that spans various sectors, bringing significant expertise to his role as an investor-operator. With experience in both corporate and entrepreneurial environments, he excels at leveraging innovative strategies to drive business growth. His background includes leadership positions where he successfully scaled operations and enhanced market reach. Hunsaker’s involvement extends beyond traditional investment avenues, actively contributing to the development of new ventures by bridging the gap between creative vision and practical execution. This multifaceted approach positions him as a key player in driving value creation within dynamic industries.
Investment Philosophy & Strategy
Opportunities in emerging markets draw significant interest, especially from those with an entrepreneurial mindset. Brian Hunsaker thrives at the intersection of innovation and operational efficiency, actively identifying ventures that harness unique market potentials. His approach often emphasizes disruptive strategies that align investment objectives with tangible execution frameworks. By concentrating on scalable solutions and fostering collaboration among stakeholders, he seeks to unlock value across diverse sectors. This dynamic engagement not only showcases his adaptability but also underscores a commitment to transforming visionary ideas into impactful realities.
Opportunities in emerging markets draw significant interest, especially from those with an entrepreneurial mindset. Brian Hunsaker thrives at the intersection of innovation and operational efficiency, actively identifying ventures that harness unique market potentials. His approach often emphasizes disruptive strategies that align investment objectives with tangible execution frameworks. By concentrating on scalable solutions and fostering collaboration among stakeholders, he seeks to unlock value across diverse sectors. This dynamic engagement not only showcases his adaptability but also underscores a commitment to transforming visionary ideas into impactful realities.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
421.44%
Gain -1.75%
Monthly
2.7%
Yearly
37.72%
Drawdown
39.86%
$1.34B
Equity
Holdings
$1.34B
Investment
$814.47M
$23.43B
Profit -$5.02M
Realized
$22.9B
Unrealized
$523.74M
Dividends
$49.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.75%
Profit
-$5.02M
Win %
81%
This Week
Compared To Last Week
Gain
0.32%
Profit
$4.28M
Win %
81%
This Month
Compared to last month
Gain
0.99%
Profit
$13.13M
Win %
81%
This Year
Compared to last year
Gain
6.9%
Profit
$98.56M
Win %
82%
AMD Advanced Micro Devices, Inc.
+6.49%
+$24,962.55 
COTY Coty Inc.
+3.64%
+$1,255 
CORT Corcept Therapeutics Incorporated
+3.58%
+$13,860 
NEM Newmont Corporation
+3.12%
+$10,916.03 
ORKA Oruka Therapeutics, Inc.
+2.7%
+$8,030 
VRT Vertiv Holdings Co
+2.38%
+$7,123.67 
HWM Howmet Aerospace Inc.
+2.22%
+$5,997.4 
GE General Electric Company
+2.13%
+$6,928.67 
DIS The Walt Disney Company
+1.97%
+$59,965.54 
GEV GE Vernova Inc.
+1.32%
+$3,803.24 
T AT&T Inc.
+1.22%
+$3,631.6 
CVX Chevron Corporation
+1.17%
+$17,629.88 
ANGX Angel Studios, Inc.
+1.16%
+$8,196.3 
FNV Franco-Nevada Corporation
+1.14%
+$3,397.68 
RTX RTX Corporation
+1.12%
+$360,615.06 
APD Air Products and Chemicals, Inc.
+1.1%
+$357,552.1 
WFC Wells Fargo & Company
+0.77%
+$7,614 
RY Royal Bank of Canada
+0.73%
+$2,161.26 
TEL TE Connectivity plc
+0.7%
+$1,875 
TSLA Tesla, Inc.
+0.69%
+$17,655.31 
BAC Bank of America Corporation
+0.62%
+$75,201.15 
GLD SPDR Gold Shares
+0.62%
+$8,775.91 
XLU Utilities Select Sector SPDR Fund
+0.59%
+$4,386.96 
HWC Hancock Whitney Corporation
+0.52%
+$1,569.48 
CATY Cathay General Bancorp
+0.51%
+$10,271.25 
DVA DaVita Inc.
+0.47%
+$58,520.74 
DVY iShares Select Dividend ETF
+0.45%
+$1,118.16 
MA Mastercard Incorporated
+0.39%
+$4,331.28 
ALL Allstate Corporation
+0.34%
+$1,940.18 
GBCI Glacier Bancorp Inc.
+0.32%
+$621.92 
CINF Cincinnati Financial Corporation
+0.27%
+$581.86 
BSX Boston Scientific Corporation
+0.27%
+$814.52 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.26%
+$3,472.92 
VO Vanguard Mid-Cap ETF
+0.26%
+$1,672 
VB Vanguard Small-Cap ETF
+0.24%
+$1,380 
CAT Caterpillar Inc.
+0.23%
+$14,219.95 
MRK Merck & Co., Inc.
+0.22%
+$2,423.18 
AAPL Apple Inc.
+0.22%
+$240,856.96 
MCD McDonald's Corporation
+0.21%
+$1,198.4 
PG Procter & Gamble Co
+0.2%
+$3,721.7 
LYG Lloyds Banking Group Plc ADR
+0.16%
+$193.36 
PEP PepsiCo, Inc.
+0.13%
+$1,349.1 
SDY SPDR S&P Dividend ETF
+0.13%
+$1,043.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$2,670 
UBER Uber Technologies, Inc.
+0.06%
+$21,817.98 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 RAI
RAI
0%
$0 QQQ
QQQ
0%
$0 TYG
TYG
0%
$0 
MVIS Microvision Inc.
-40.58%
-$1,385.01 
AVGO Broadcom Inc.
-5.93%
-$99,773.65 
CRWD CrowdStrike Holdings, Inc.
-3.82%
-$35,266.56 
ORCL Oracle Corporation
-3.76%
-$11,430.72 
CMPR Cimpress plc
-2.96%
-$196,741.44 
PANW Palo Alto Networks, Inc.
-2.95%
-$1.16M 
PLTR Palantir Technologies Inc.
-2.78%
-$516,790.7 
SNOW Snowflake Inc.
-2.51%
-$33,151.58 
LLY Eli Lilly and Company
-2.35%
-$28,057.93 
FSK FS KKR Capital Corp.
-2.21%
-$5,913.6 
YUM Yum! Brands, Inc.
-1.82%
-$15,681.08 
GSK GSK plc Sponsored ADR
-1.8%
-$4,940.39 
ISRG Intuitive Surgical, Inc.
-1.7%
-$4,303.41 
CSCO Cisco Systems, Inc.
-1.57%
-$3,565.34 
LRCX Lam Research Corporation
-1.41%
-$2,375.24 
BMY Bristol-Myers Squibb Company
-1.24%
-$4,608 
KNX Knight-Swift Transportation Holdings Inc.
-1.2%
-$2,823.92 
BAX Baxter International Inc.
-1.18%
-$1,892.15 
HSY The Hershey Company
-1.02%
-$211,979.2 
AMZN Amazon.com Inc
-0.93%
-$992,873.31 
CARR Carrier Global Corporation
-0.9%
-$7,530.27 
PDSB PDS Biotechnology Corporation
-0.86%
-$140.81 
META Meta Platforms Inc Class A
-0.85%
-$712,169.7 
HD The Home Depot, Inc.
-0.85%
-$113,927.29 
HQY HealthEquity Inc.
-0.81%
-$203,909.44 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$5,650.75 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-0.68%
-$1,807.45 
EMR Emerson Electric Co.
-0.66%
-$9,239.49 
JNJ Johnson & Johnson
-0.66%
-$335,273.86 
BP BP p.l.c. Sponsored ADR
-0.65%
-$2,494.52 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$7,426.53 
DE Deere & Company
-0.6%
-$3,759.52 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$732,658.9 
OTIS Otis Worldwide Corporation
-0.55%
-$2,651.99 
ABBV AbbVie Inc.
-0.55%
-$2,038.57 
PPG PPG Industries Inc.
-0.52%
-$4,870.2 
FCX Freeport-McMoRan Inc.
-0.51%
-$3,234.76 
MS Morgan Stanley
-0.47%
-$4,518.57 
CP Canadian Pacific Kansas City Limited
-0.45%
-$29,994.3 
VUG Vanguard Growth ETF
-0.42%
-$11,547.75 
ETN Eaton Corporation plc
-0.4%
-$11,030.9 
XLK State Street Technology Select Sector SPDR ETF
-0.39%
-$2,918.23 
V Visa Inc. Class A
-0.39%
-$106,316.34 
WMT Walmart Inc.
-0.39%
-$15,717.15 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$7,996.58 
AXP American Express Company
-0.35%
-$273,299.52 
GS The Goldman Sachs Group, Inc.
-0.35%
-$1,173.94 
IBB iShares Biotechnology ETF
-0.34%
-$2,354.19 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$67,458.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$4,639.68 
MSFT Microsoft Corp.
-0.29%
-$220,943.21 
PH Parker-Hannifin Corporation
-0.28%
-$912.05 
ASG Liberty All-Star Growth Fund, Inc.
-0.27%
-$150.84 
KMB Kimberly-Clark Corporation
-0.27%
-$720 
CB Chubb Limited
-0.27%
-$718.53 
RSG Republic Services, Inc.
-0.24%
-$760.24 
SMH VanEck Semiconductor ETF
-0.22%
-$4,289.97 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$1,567.81 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$27,015.01 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.2%
-$780 
VOO Vanguard S&P 500 ETF
-0.19%
-$9,557.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.19%
-$502.52 
IVV iShares Core S&P 500 ETF
-0.18%
-$806.52 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.17%
-$411.41 
GOOGL Alphabet Inc
-0.14%
-$11,490.96 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$7,753 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$13,336.06 
GOOG Alphabet Inc
-0.12%
-$106,675.33 
COST Costco Wholesale Corporation
-0.1%
-$2,421.62 
CMI Cummins Inc.
-0.09%
-$306.88 
JPM JPMorgan Chase & Co.
-0.09%
-$1,121.27 
NFLX Netflix, Inc.
-0.08%
-$16,838.06 
SRE Sempra
-0.08%
-$210 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$1,395.78 
NVDA NVIDIA Corporation
-0.06%
-$58,154.74 
PFE Pfizer Inc.
-0.06%
-$167.19 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$13,681.46 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2659 | Longs Won 1826/2659 68% | Profit Factor 439.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $440.23M |
| Average Win $12.86M | Best Trade (Mar 31) $22.7B | Sharpe Ratio 0.77 |
| Average Loss -$64,166.67 | Worst Trade (Sep 23) -$10.33M | Z-Score 9.17 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 1w 2d | Expectancy $8.81M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 79.37% | 85.09% | 88.62% | 91.22% | 93.28% | 95% | 96.49% | 97.79% | 98.95% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 359,488 | $63.08M | $109.98M | - | $46.89M | 74.34% | +0.219% |
| ABBV AbbVie Inc. | 1,488 | $343,959.23 | $371,181.6 | - | $27,222.37 | 7.91% | -0.546% |
| ALL Allstate Corporation | 2,180 | $268,533.81 | $569,786.6 | - | $301,252.79 | 112.18% | +0.342% |
| AMD Advanced Micro Devices, Inc. | 796 | $462,404 | $409,438.52 | - | -$52,965.48 | -11.45% | +6.493% |
| AMZN Amazon.com Inc | 401,973 | $57.65M | $105.58M | - | $47.93M | 83.14% | -0.932% |
| ANGX Angel Studios, Inc. | 163,926 | $765,533.99 | $716,356.62 | - | -$49,177.37 | -6.42% | +1.157% |
| APD Air Products and Chemicals, Inc. | 106,414 | $26.7M | $32.87M | - | $6.17M | 23.1% | +1.1% |
| ASG Liberty All-Star Growth Fund, Inc. | 10,056 | $47,766 | $54,956.04 | - | $7,190.04 | 15.05% | -0.274% |
| ASML ASML Holding N.V. New York Registry Shares | 402 | $486,279.12 | $741,288 | - | $255,008.88 | 52.44% | -0.211% |
| AVGO Broadcom Inc. | 4,028 | $1.01M | $1.58M | - | $575,775.2 | 57.15% | -5.928% |
| AXP American Express Company | 224,016 | $30.42M | $76.71M | - | $46.29M | 152.15% | -0.355% |
| BAC Bank of America Corporation | 188,001 | $6.6M | $12.12M | - | $5.52M | 83.67% | +0.624% |
| BAX Baxter International Inc. | 5,913 | $249,693.51 | $158,054.49 | - | -$91,639.02 | -36.7% | -1.183% |
| BMY Bristol-Myers Squibb Company | 5,760 | $358,268.09 | $367,776 | - | $9,507.91 | 2.65% | -1.237% |
| BP BP p.l.c. Sponsored ADR | 8,909 | $418,723 | $379,077.95 | - | -$39,645.05 | -9.47% | -0.654% |
| BRK-A Berkshire Hathaway Inc. | 1 | $691,180 | $756,349.25 | - | $65,169.25 | 9.43% | -0.742% |
| BRK-B Berkshire Hathaway Inc. | 252,641 | $66.83M | $127.34M | - | $60.51M | 90.55% | -0.572% |
| BSX Boston Scientific Corporation | 5,818 | $248,312 | $301,546.94 | - | $53,234.94 | 21.44% | +0.271% |
| CARR Carrier Global Corporation | 13,211 | $787,358 | $829,386.58 | - | $42,028.58 | 5.34% | -0.9% |
| CAT Caterpillar Inc. | 7,255 | $2.24M | $6.21M | - | $3.98M | 177.99% | +0.229% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Brian Hunsaker?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $22.72B, Apple Inc - $37.28M, NVIDIA Corporation - $25.03M, Alphabet Inc - $25M, and American Express Company - $14.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alibaba Group Holding Limited SP ADR - $5.64M, Uber Technologies, Inc - $3.98M, FirstEnergy Corp - $1.2M, Bill Holdings Inc - $1.16M, and John Hancock Tax-Advantaged Dividend Income Fund - $199,945.83. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Hunsaker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $49.4M earned over time. The largest contributors to dividend income include Johnson & Johnson - $9.32M, American Express Company - $3.93M, Bank of America Corporation - $3.71M, iShares Short Treasury Bond ETF - $3.46M, and Vanguard Intermediate-Term Corporate Bond Fund - $2.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Hunsaker's monthly returns?
Brian Hunsaker's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Brian Hunsaker's strategy be considered aggressive or moderate?
Brian Hunsaker's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Brian Hunsaker's strategy?
Brian Hunsaker's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
