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CIK: 0001380137
Total reported value
$868.3M
$868.3M
247 檔
16.7%
During the Q1 2025 filing period, Hunter Associates Investment Management LLC (CIK: 0001380137) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $868.3M across 247 reported positions.
In Q1 2025, Hunter Associates Investment Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.56% | -0.01% | -0.58% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.30% | -0.06% | +3.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.12% | -0.43% | -1.29% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 3.37% | -0.20% | -8.43% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.97% | -0.27% | -1.64% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.85% | -0.27% | +11.58% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 2.84% | -0.06% | -2.43% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.72% | -0.29% | +7.18% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.57% | -0.26% | -0.57% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.05% | +0.33% | +11.45% | |
| 11 | RMD | Resmed Inc | Stock-Healthcare | 1.74% | -0.31% | +0.80% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.66% | -0.03% | +23.85% | |
| 13 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.57% | +0.09% | +1.39% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | +0.13% | -1.04% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.09% | -0.43% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.26% | -0.08% | -1.14% | |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.22% | -0.01% | +31.57% | |
| 18 | ACN | Accenture plc | Stock-Tech | 1.22% | -0.26% | -0.68% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | +0.39% | -0.40% | |
| 20 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.08% | -0.14% | -7.27% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.07% | -0.10% | +0.78% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.18% | -4.54% | |
| 23 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 1.05% | -0.02% | +7.17% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | — | -0.93% | |
| 25 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.03% | -0.07% | -3.21% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.03% | -9.10% | |
| 27 | FNF | Fidelity National Financial | Stock-Financials | 0.93% | -0.15% | +2.65% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.27% | -1.24% | |
| 29 | PM | Philip Morris International | Stock-Consumer Staples | 0.78% | -0.03% | -5.72% | |
| 30 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.78% | — | +18.68% | |
| 31 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.78% | +0.01% | +10.22% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.01% | -0.38% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.76% | -0.05% | -6.19% | |
| 34 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.68% | -0.05% | -5.45% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.62% | -0.07% | +303.19% | |
| 36 | BOOM | Dmc Global Inc | Stock-Other | 0.60% | -0.01% | +9.95% | |
| 37 | SAIA | Saia Inc | Stock-Industrials | 0.59% | +0.03% | +55.57% | |
| 38 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.58% | +0.10% | -1.25% | |
| 39 | FDX | Fedex CORP | Stock-Industrials | 0.56% | -0.18% | +7.32% | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.56% | +0.73% | +5.32% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.19% | -0.53% | |
| 42 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 0.56% | -0.08% | +29.08% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | -0.09% | -1.40% | |
| 44 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.53% | -0.05% | +9.32% | |
| 45 | AKX | Ansys Inc | Stock-Other | 0.51% | — | +0.96% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.01% | -0.11% | |
| 47 | CGDV | Cap Group Dividend Value | ETF-Other | 0.50% | +0.19% | +380.65% | |
| 48 | WSO | Watsco Inc | Stock-Industrials | 0.49% | +0.02% | -2.58% | |
| 49 | TRMB | Trimble Inc | Stock-Tech | 0.49% | -0.15% | -1.82% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | -0.10% | -0.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | IHDG | Wisdomtree International Hed | — | NEW | New buy |
| 5 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 6 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 7 | FISV | Fiserv Inc | — | NEW | New buy |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | — | NEW | New buy |
| 9 | AMGN | Amgen Inc | — | NEW | New buy |
| 10 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 11 | RMD | Resmed Inc | — | NEW | New buy |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
| 13 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 18 | ACN | Accenture plc | — | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 20 | TPL | Texas Pacific Land CORP | — | NEW | New buy |
| 21 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 22 | PEP | Pepsico Inc | — | NEW | New buy |
| 23 | FOUR | Shift4 Payments Inc-class A | — | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 25 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 26 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 27 | FNF | Fidelity National Financial | — | NEW | New buy |
| 28 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 29 | PM | Philip Morris International | — | NEW | New buy |
| 30 | BRBR | Bellring Brands Inc | — | NEW | New buy |
| 31 | EXPE | Expedia Group Inc | — | NEW | New buy |
| 32 | ABBV | Abbvie Inc | — | NEW | New buy |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | — | NEW | New buy |
| 34 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 35 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 36 | BOOM | Dmc Global Inc | — | NEW | New buy |
| 37 | SAIA | Saia Inc | — | NEW | New buy |
| 38 | NXPI | NXP Semiconductors N.V. | — | NEW | New buy |
| 39 | FDX | Fedex CORP | — | NEW | New buy |
| 40 | GLW | Corning Inc | — | NEW | New buy |
| 41 | CVX | Chevron CORP | — | NEW | New buy |
| 42 | CHDN | Churchill Downs Inc | — | NEW | New buy |
| 43 | ABT | Abbott Laboratories | — | NEW | New buy |
| 44 | JLL | Jones Lang Lasalle Inc | — | NEW | New buy |
| 45 | AKX | Ansys Inc | — | NEW | New buy |
| 46 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 47 | CGDV | Cap Group Dividend Value | — | NEW | New buy |
| 48 | WSO | Watsco Inc | — | NEW | New buy |
| 49 | TRMB | Trimble Inc | — | NEW | New buy |
| 50 | PFE | Pfizer Inc | — | NEW | New buy |
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 247 disclosed positions in Q1 2025.
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, GSLC, MSFT) accounted for 16.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $36.0M
During Q1 2025, Hunter Associates Investment Management LLC's top holdings by market value included AAPL (5.6%)、GSLC (5.3%)、MSFT (5.1%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q1 2025, Hunter Associates Investment Management LLC made 50 total portfolio adjustments, initiating 50 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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