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:
394.35%
Gain -2.85%
Monthly
2.79%
Yearly
39.2%
Drawdown
39.86%
$1.33B
Equity
Holdings
$1.33B
Investment
$778.85M
$23.43B
Profit -$6.48M
Realized
$22.88B
Unrealized
$551.49M
Dividends
$47.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.85%
Profit
-$6.48M
Win %
84%
This Week
Compared To Last Week
Gain
2.52%
Profit
$32.66M
Win %
84%
This Month
Compared to last month
Gain
2.52%
Profit
$32.66M
Win %
84%
This Year
Compared to last year
Gain
16.15%
Profit
$178.61M
Win %
84%
PLTR Palantir Technologies Inc.
+29.45%
+$3.7M 
QQQ
+16.14%
+$83.13 
AVGO Broadcom Inc.
+6.61%
+$103,927.4 
TEL TE Connectivity plc
+5.78%
+$14,812.51 
FCX Freeport-McMoRan Inc.
+5.75%
+$34,821.24 
ASML ASML Holding N.V. New York Registry Shares
+4.22%
+$27,609.26 
KMB Kimberly-Clark Corporation
+3.73%
+$9,624 
CMPR Cimpress plc
+3.54%
+$239,778.63 
PPG PPG Industries Inc.
+3.32%
+$30,763.41 
YUM Yum! Brands, Inc.
+3.01%
+$25,639.04 
DVA DaVita Inc.
+2.74%
+$446,572.3 
NVDA NVIDIA Corporation
+2.56%
+$2.19M 
MCD McDonald's Corporation
+2.04%
+$14,044.36 
AAPL Apple Inc.
+1.96%
+$2.16M 
MRK Merck & Co., Inc.
+1.9%
+$19,610.1 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$232,111.4 
IVV iShares Core S&P 500 ETF
+1.77%
+$8,513.02 
TSLA Tesla, Inc.
+1.64%
+$39,256.4 
VYM Vanguard High Dividend Yield ETF
+1.54%
+$323,289.29 
PFE Pfizer Inc.
+1.52%
+$4,230.91 
ETN Eaton Corporation plc
+1.49%
+$39,638.82 
JPM JPMorgan Chase & Co.
+1.38%
+$17,348.33 
GEV GE Vernova Inc.
+1.17%
+$3,695.79 
HAL Halliburton Company
+1.13%
+$1,947.96 
GOOGL Alphabet Inc
+1.11%
+$506,497.57 
V Visa Inc. Class A
+1.07%
+$281,968.8 
MSFT Microsoft Corp.
+1.06%
+$656,652.55 
HWM Howmet Aerospace Inc.
+1.03%
+$2,817.25 
SDY SPDR S&P Dividend ETF
+0.95%
+$7,724.12 
BAX Baxter International Inc.
+0.89%
+$1,478.25 
BRK-A Berkshire Hathaway Inc.
+0.85%
+$6,565.75 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$1.02M 
GOOG Alphabet Inc
+0.77%
+$792,521.15 
WMT Walmart Inc.
+0.76%
+$30,266.04 
BMY Bristol-Myers Squibb Company
+0.64%
+$2,419.2 
APD Air Products and Chemicals, Inc.
+0.6%
+$189,857.98 
AXP American Express Company
+0.58%
+$441,929.02 
RSG Republic Services, Inc.
+0.44%
+$1,359.66 
NFLX Netflix, Inc.
+0.33%
+$61,157.76 
ICSH iShares Short Treasury Bond ETF
+0.26%
+$153,152.09 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.26%
+$4,651.6 
VGSH Vanguard Short-Term Treasury Fund
+0.24%
+$7,808.39 
JNJ Johnson & Johnson
+0.2%
+$101,361.13 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.18%
+$2,884.8 
MA Mastercard Incorporated
+0.02%
+$296.28 
BP BP p.l.c. Sponsored ADR
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CMI Cummins Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
DE Deere & Company
0%
$0 
GE General Electric Company
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MS Morgan Stanley
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
RAI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
TYG
-91.61%
-$1,901.91 
ORCL Oracle Corporation
-8.45%
-$23,289.14 
MVIS Microvision Inc.
-4.93%
-$178.81 
FSK FS KKR Capital Corp.
-4.69%
-$10,982.4 
SNOW Snowflake Inc.
-4.63%
-$64,353 
PDSB PDS Biotechnology Corporation
-3.91%
-$2,093.11 
HQY HealthEquity Inc.
-3.59%
-$893,096.25 
ANGX Angel Studios, Inc.
-3.56%
-$24,588.9 
EMR Emerson Electric Co.
-3.25%
-$43,031.65 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.94%
-$6,788.1 
ASG Liberty All-Star Growth Fund, Inc.
-2.47%
-$1,307.28 
CMCSA Comcast Corp
-2.44%
-$5,455.2 
HD The Home Depot, Inc.
-2.37%
-$18,272.02 
AMZN Amazon.com Inc
-2.32%
-$2.65M 
VUG Vanguard Growth ETF
-2.16%
-$56,603.1 
PH Parker-Hannifin Corporation
-2.1%
-$6,338.98 
DIS The Walt Disney Company
-1.99%
-$56,626.05 
CP Canadian Pacific Kansas City Limited
-1.94%
-$125,690.4 
ISRG Intuitive Surgical, Inc.
-1.9%
-$4,508.49 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.79%
-$6,890.01 
UBER Uber Technologies, Inc.
-1.75%
-$600,085 
NEM Newmont Corporation
-1.74%
-$5,082.92 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$92,810.77 
WFC Wells Fargo & Company
-1.64%
-$16,243.2 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$9,915.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.51%
-$168,005.13 
VB Vanguard Small-Cap ETF
-1.5%
-$8,280 
HSY The Hershey Company
-1.48%
-$284,096.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.45%
-$3,813.24 
T AT&T Inc.
-1.44%
-$7,228.51 
CVX Chevron Corporation
-1.44%
-$20,911.16 
COTY Coty Inc.
-1.43%
-$502 
SRE Sempra
-1.23%
-$3,240 
CATY Cathay General Bancorp
-1.11%
-$22,098.75 
VO Vanguard Mid-Cap ETF
-1.01%
-$6,308 
HWC Hancock Whitney Corporation
-0.98%
-$2,909.28 
RY Royal Bank of Canada
-0.92%
-$2,665.34 
SMH VanEck Semiconductor ETF
-0.9%
-$16,268.97 
BAC Bank of America Corporation
-0.85%
-$99,645.3 
GS The Goldman Sachs Group, Inc.
-0.84%
-$2,768.94 
FNV Franco-Nevada Corporation
-0.79%
-$2,187.9 
XOM Exxon Mobil Corporation
-0.71%
-$11,142.88 
RTX RTX Corporation
-0.66%
-$213,068.51 
COST Costco Wholesale Corporation
-0.65%
-$11,382.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.59%
-$22,428.05 
ABBV AbbVie Inc.
-0.53%
-$1,940.91 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$10,548.71 
META Meta Platforms Inc Class A
-0.39%
-$299,097.6 
PEP PepsiCo, Inc.
-0.38%
-$4,351.22 
DVY iShares Select Dividend ETF
-0.37%
-$906.58 
OTIS Otis Worldwide Corporation
-0.33%
-$1,591.2 
XLV Health Care Select Sector SPDR Fund
-0.09%
-$1,029.42 
ALL Allstate Corporation
-0.05%
-$261.58 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$175.39 
NVO Novo Nordisk A/S Sponsored ADR
-0.02%
-$58.87 Events
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Dividends
Dividend Analysis
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| Trades 2590 | Longs Won 1786/2590 68% | Profit Factor 458.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $446.05M |
| Average Win $13.15M | Best Trade (Mar 31) $22.7B | Sharpe Ratio 0.83 |
| Average Loss -$63,651.78 | Worst Trade (Aug 06) -$11.08M | Z-Score 3.47 (99.95%) |
| Commissions $0 | Avg. Trade Length 2y 6m 6d | Expectancy $9.05M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 79.56% | 85.23% | 88.73% | 91.3% | 93.35% | 95.05% | 96.52% | 97.81% | 98.96% |
| Consecutive Losing Trades | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
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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 - $36.81M, NVIDIA Corporation - $25.03M, American Express Company - $14.49M, and Bank of America Corporation - $13.59M. 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 $47.89M earned over time. The largest contributors to dividend income include Johnson & Johnson - $9.06M, American Express Company - $3.93M, Bank of America Corporation - $3.71M, iShares Short Treasury Bond ETF - $3.16M, and Vanguard Intermediate-Term Corporate Bond Fund - $2.27M. 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.
