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CIK: 0001380137
Total reported value
$868.3M
$868.3M
259 檔
14.7%
According to the latest 13F quarterly dataset, Hunter Associates Investment Management LLC managed an equity portfolio of $868.3M at the end of Q1 2024, spanning 259 distinct U.S. exchange-listed positions.
During Q1 2024, Hunter Associates Investment Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.41% | -0.43% | -4.77% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.79% | -0.01% | +1.78% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.47% | -0.06% | +6.01% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 3.13% | -0.20% | +12.47% | |
| 5 | AMGN | Amgen Inc | Stock-Healthcare | 2.63% | -0.26% | -0.54% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 2.37% | -0.06% | +1.09% | |
| 7 | TROW | T Rowe Price Group Inc | Stock-Financials | 2.08% | +0.09% | +4.68% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.01% | -0.27% | +7.98% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.84% | +0.33% | +8.98% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.81% | -0.29% | +15.54% | |
| 11 | RMD | Resmed Inc | Stock-Healthcare | 1.69% | -0.31% | +0.61% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.65% | -0.27% | +25.13% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.50% | -0.26% | -0.15% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.48% | -0.09% | -0.50% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.44% | -0.18% | -1.14% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.43% | +0.13% | -10.01% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.08% | -0.71% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.33% | -0.07% | -1.09% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.31% | +0.03% | — | |
| 20 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.26% | -0.03% | +2.37% | |
| 21 | BOOM | Dmc Global Inc | Stock-Other | 1.12% | -0.01% | +4.91% | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.06% | +0.39% | -1.40% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.27% | +0.26% | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.99% | -0.05% | — | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.95% | -0.10% | +20.86% | |
| 26 | OFLX | Omega Flex Inc | Stock-Other | 0.94% | -0.03% | -0.18% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | — | -0.10% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.90% | -0.01% | +16.26% | |
| 29 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.84% | +0.10% | — | |
| 30 | JCPI | Jp Morgan Inflation Mgd Bond | ETF-Other | 0.78% | — | — | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.01% | +4.96% | |
| 32 | FNF | Fidelity National Financial | Stock-Financials | 0.75% | -0.15% | +8.06% | |
| 33 | ✓ | Laboratory Corp. of America | Stock-Other | 0.74% | — | — | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.64% | -0.10% | -2.04% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.64% | -0.01% | +7.35% | |
| 36 | AKX | Ansys Inc | Stock-Other | 0.61% | — | — | |
| 37 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.60% | -0.14% | +152.92% | |
| 38 | FDX | Fedex CORP | Stock-Industrials | 0.59% | -0.18% | +64.73% | |
| 39 | PPG | Ppg Industries Inc | Stock-Materials | 0.58% | — | -5.62% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.57% | -0.07% | — | |
| 41 | HY | Hyster-yale Inc | Stock-Other | 0.56% | — | -11.84% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.56% | +0.02% | +0.62% | |
| 43 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.54% | -0.02% | +65.81% | |
| 44 | SAIA | Saia Inc | Stock-Industrials | 0.53% | +0.03% | +34.69% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.53% | +0.55% | -0.37% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.09% | -0.36% | |
| 47 | WSO | Watsco Inc | Stock-Industrials | 0.51% | +0.02% | +5.43% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.19% | -1.27% | |
| 49 | TRMB | Trimble Inc | Stock-Tech | 0.50% | -0.15% | +13.25% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.49% | -0.06% | — |
According to official SEC Form 13F filings, Hunter Associates Investment Management LLC reported a total U.S. public equity portfolio value of $868.3M across 259 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, GSLC) accounted for 14.7% of total reported equity market value during Q1 2024.
During Q1 2024, Hunter Associates Investment Management LLC's top holdings by market value included MSFT (6.4%)、AAPL (4.8%)、GSLC (4.5%). The largest single position, MSFT, represented 6.4% of total portfolio value.
In Q1 2024, Hunter Associates Investment Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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