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CIK: 0001380137
Total reported value
$868.3M
$868.3M
254 檔
18.0%
At the close of Q4 2024, Hunter Associates Investment Management LLC disclosed equity holdings valued at approximately $868.3M, spread across 254 reported holdings.
In Q4 2024, Hunter Associates Investment Management LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
Showing top 200 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.22% | -0.01% | -0.71% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | -0.43% | -0.56% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.29% | -0.06% | +9.97% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 3.64% | -0.20% | +7.11% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.91% | -0.27% | +238.24% | |
| 6 | FISV | Fiserv Inc | Stock-Other | 2.67% | -0.06% | -0.44% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.48% | -0.27% | +21.14% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.47% | -0.29% | +12.67% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.13% | -0.26% | -0.46% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.99% | +0.13% | -2.54% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.97% | +0.33% | +12.87% | |
| 12 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.88% | +0.09% | +2.84% | |
| 13 | RMD | Resmed Inc | Stock-Healthcare | 1.74% | -0.31% | -1.05% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.43% | -0.03% | +20.16% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.37% | -0.09% | -1.14% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.36% | -0.26% | -0.07% | |
| 17 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 1.23% | -0.02% | +1.85% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.12% | -0.18% | -0.30% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.12% | +0.39% | -0.56% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.10% | -0.07% | -1.47% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.08% | -3.27% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.05% | -0.10% | +9.53% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.03% | -0.06% | |
| 24 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.96% | -0.14% | -4.58% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | — | -0.41% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.93% | -0.01% | +10.96% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.27% | -2.81% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.79% | -0.05% | -9.85% | |
| 29 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.77% | +0.01% | +5.24% | |
| 30 | FNF | Fidelity National Financial | Stock-Financials | 0.77% | -0.15% | -0.31% | |
| 31 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.70% | -0.05% | +0.16% | |
| 32 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.66% | — | +7.60% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | -0.81% | |
| 34 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.64% | +0.10% | +0.30% | |
| 35 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.03% | +0.42% | |
| 36 | 7SU | Summit Materials Inc -cl A | Stock-Other | 0.60% | — | +0.97% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.60% | -0.18% | -0.80% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.54% | +0.73% | +11.73% | |
| 39 | APLD | Applied Digital CORP | Stock-Tech | 0.54% | +0.39% | +8.72% | |
| 40 | AKX | Ansys Inc | Stock-Other | 0.54% | — | — | |
| 41 | TRMB | Trimble Inc | Stock-Tech | 0.52% | -0.15% | +0.21% | |
| 42 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.51% | -0.08% | +7.92% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.06% | +1.59% | |
| 44 | OFLX | Omega Flex Inc | Stock-Other | 0.50% | -0.03% | — | |
| 45 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.50% | -0.05% | +18.27% | |
| 46 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | -0.10% | -10.16% | |
| 47 | SAIA | Saia Inc | Stock-Industrials | 0.49% | +0.03% | +8.23% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.48% | +0.02% | -0.71% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.19% | +4.57% | |
| 50 | BOOM | Dmc Global Inc | Stock-Other | 0.47% | -0.01% | +19.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | +0.5% | +9.97% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | -2.54% | Trim |
| 3 | FBND | Fidelity Total Bond ETF | +0.3% | +21.14% | Add |
| 4 | AAPL | Apple Inc | +0.3% | -0.71% | Trim |
| 5 | FISV | Fiserv Inc | +0.3% | -0.44% | Trim |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +12.87% | Add |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +238.24% | Add |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +12.67% | Add |
| 9 | FOUR | Shift4 Payments Inc-class A | +0.2% | +1.85% | Add |
| 10 | EXPE | Expedia Group Inc | +0.2% | +5.24% | Add |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +20.16% | Add |
| 12 | BRBR | Bellring Brands Inc | +0.2% | +7.60% | Add |
| 13 | TPL | Texas Pacific Land CORP | +0.1% | -4.58% | Trim |
| 14 | 7SU | Summit Materials Inc -cl A | +0.1% | +0.97% | Add |
| 15 | ELMD | Electromed Inc | +0.1% | — | Unchanged |
| 16 | V | Visa Inc-class A Shares | +0.1% | -0.41% | Trim |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.56% | Trim |
| 18 | LFSC | F/m Emr Life Sciences In ETF | +0.1% | NEW | New buy |
| 19 | LIND | Lindblad Expeditions Holding | +0.1% | -1.03% | Trim |
| 20 | TROW | T Rowe Price Group Inc | +0.1% | +2.84% | Add |
| 21 | JBL | Jabil Inc | +0.1% | +7.47% | Add |
| 22 | GLW | Corning Inc | +0.1% | +11.73% | Add |
| 23 | MS | Morgan Stanley | +0.1% | -0.71% | Trim |
| 24 | AMZN | Amazon.com Inc | +0.1% | +7.27% | Add |
| 25 | TTWO | Take-two Interactive Softwre | +0.1% | +3.29% | Add |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +10.96% | Add |
| 27 | IHDG | Wisdomtree International Hed | 0% | +7.11% | Add |
| 28 | PPG | Ppg Industries Inc | -0.1% | -8.41% | Trim |
| 29 | MDLZ | Mondelez International Inc-a | -0.1% | -0.82% | Trim |
| 30 | C | Citigroup Inc | -0.1% | EXIT | Sold out |
| 31 | FNF | Fidelity National Financial | -0.1% | -0.31% | Trim |
| 32 | ABBV | Abbvie Inc | -0.1% | -0.81% | Trim |
| 33 | NXPI | NXP Semiconductors N.V. | -0.1% | +0.30% | Add |
| 34 | QCLN | First Trust Nasdaq Clean Edg | -0.1% | EXIT | Sold out |
| 35 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +0.40% | Add |
| 36 | OFLX | Omega Flex Inc | -0.1% | — | Unchanged |
| 37 | PFE | Pfizer Inc | -0.1% | -10.16% | Trim |
| 38 | SHM | Ss Spdr N Ice St Muni ETF | -0.1% | -9.85% | Trim |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -2.81% | Trim |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -47.78% | Trim |
| 41 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -47.99% | Trim |
| 42 | PEP | Pepsico Inc | -0.2% | -0.30% | Trim |
| 43 | RMD | Resmed Inc | -0.2% | -1.05% | Trim |
| 44 | LLY | Eli Lilly & Co | -0.2% | -0.06% | Trim |
| 45 | HY | Hyster-yale Inc | -0.2% | -74.56% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.2% | -3.27% | Trim |
| 47 | BOOM | Dmc Global Inc | -0.2% | +19.14% | Add |
| 48 | TMO | Thermo Fisher Scientific Inc | -0.3% | -1.47% | Trim |
| 49 | MSFT | Microsoft CORP | -0.3% | -0.56% | Trim |
| 50 | AMGN | Amgen Inc | -0.6% | -0.46% | Trim |
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 254 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, GSLC) accounted for 18.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
LFSC
市值: $590.0K
Top Position Liquidated / Trimmed
QCLN
前期市值: $617.0K
During Q4 2024, Hunter Associates Investment Management LLC's top holdings by market value included AAPL (6.2%)、MSFT (5.7%)、GSLC (5.3%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q4 2024, Hunter Associates Investment Management LLC made 48 total portfolio adjustments, initiating 1 new buys, adding to 20 positions, trimming 25 holdings, and fully liquidating 2 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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