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CIK: 0001380137
Total reported value
$868.3M
$868.3M
251 檔
17.7%
In Q2 2025, Hunter Associates Investment Management LLC's U.S. equity holdings reached a combined market value of $868.3M, distributed across 251 disclosed stock positions.
Hunter Associates Investment Management LLC executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 23 positions.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, MSFT, AAPL) accounted for 17.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
CGMU
市值: $8.5M
Top Position Liquidated / Trimmed
CODI
前期市值: $495.0K
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.12% | -0.06% | +9.11% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.12% | -0.43% | -6.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.43% | -0.01% | -10.26% | |
| 4 | IHDG | Wisdomtree International Hed | ETF-Other | 3.30% | -0.20% | -1.79% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.85% | -0.27% | +3.70% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.73% | +0.33% | +18.48% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.61% | -0.29% | -0.52% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.61% | -0.27% | -3.67% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.26% | +0.13% | -0.88% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 2.13% | -0.06% | +0.04% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.12% | -0.26% | -4.10% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.03% | -0.03% | +17.93% | |
| 13 | RMD | Resmed Inc | Stock-Healthcare | 1.67% | -0.31% | -13.17% | |
| 14 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.51% | +0.09% | -5.20% | |
| 15 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 1.31% | -0.02% | +7.36% | |
| 16 | CGMU | Cap Group Municipal Income | ETF-Other | 1.25% | -0.17% | — | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.21% | +0.39% | -4.93% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.09% | -5.14% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.08% | -0.10% | +6.44% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.08% | -6.04% | |
| 21 | ACN | Accenture plc | Stock-Tech | 1.01% | -0.26% | -9.58% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | — | -2.99% | |
| 23 | APLD | Applied Digital CORP | Stock-Tech | 0.88% | +0.39% | +9.92% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.03% | -5.63% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.18% | -7.22% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.81% | -0.03% | -5.83% | |
| 27 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.78% | +0.01% | +3.73% | |
| 28 | SAIA | Saia Inc | Stock-Industrials | 0.77% | +0.03% | +71.16% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.27% | -7.84% | |
| 30 | FNF | Fidelity National Financial | Stock-Financials | 0.70% | -0.15% | -8.19% | |
| 31 | CGDV | Cap Group Dividend Value | ETF-Other | 0.70% | +0.19% | +30.27% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.67% | -0.07% | -16.44% | |
| 33 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.66% | -0.05% | -11.37% | |
| 34 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.65% | -0.14% | -20.96% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | +0.01% | -1.48% | |
| 36 | GLW | Corning Inc | Stock-Tech | 0.62% | +0.73% | +1.10% | |
| 37 | H | Hyatt Hotels CORP - Cl A | Stock-Consumer Disc | 0.62% | +0.13% | +75.36% | |
| 38 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.61% | — | +3.95% | |
| 39 | JBL | Jabil Inc | Stock-Tech | 0.59% | +0.04% | +4.77% | |
| 40 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.58% | +0.10% | -9.09% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.01% | -1.36% | |
| 42 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.56% | -0.05% | +4.23% | |
| 43 | AKX | Ansys Inc | Stock-Other | 0.55% | — | — | |
| 44 | TRMB | Trimble Inc | Stock-Tech | 0.55% | -0.15% | +1.42% | |
| 45 | BOOM | Dmc Global Inc | Stock-Other | 0.54% | -0.01% | -1.52% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.54% | -0.18% | +6.65% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.52% | -0.09% | -1.23% | |
| 48 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.50% | -0.05% | -32.15% | |
| 49 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.48% | -0.29% | +57.24% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.06% | +5.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGMU | Cap Group Municipal Income | +1.3% | NEW | New buy |
| 2 | MSFT | Microsoft CORP | +1% | -6.10% | Trim |
| 3 | GSLC | Goldman Activebeta US Lc ETF | +0.8% | +9.11% | Add |
| 4 | AVGO | Broadcom Inc | +0.8% | -0.88% | Trim |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | +18.48% | Add |
| 6 | ARLO | Arlo Technologies Inc | +0.4% | NEW | New buy |
| 7 | APLD | Applied Digital CORP | +0.4% | +9.92% | Add |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | +0.4% | +17.93% | Add |
| 9 | H | Hyatt Hotels CORP - Cl A | +0.3% | +75.36% | Add |
| 10 | FOUR | Shift4 Payments Inc-class A | +0.3% | +7.36% | Add |
| 11 | JBL | Jabil Inc | +0.2% | +4.77% | Add |
| 12 | SMG | Scotts Miracle-gro Co | +0.2% | +57.24% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.2% | +30.27% | Add |
| 14 | SAIA | Saia Inc | +0.2% | +71.16% | Add |
| 15 | KNF | Knife River CORP | +0.1% | NEW | New buy |
| 16 | ORCL | Oracle CORP | +0.1% | +3.18% | Add |
| 17 | APH | Amphenol Corp-cl A | +0.1% | +3.33% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +4.03% | Add |
| 19 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 20 | GE | General Electric | +0.1% | +6.98% | Add |
| 21 | LIND | Lindblad Expeditions Holding | +0.1% | +0.72% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +5.69% | Add |
| 23 | GLW | Corning Inc | +0.1% | +1.10% | Add |
| 24 | TRMB | Trimble Inc | +0.1% | +1.42% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -1.36% | Trim |
| 26 | CSCO | Cisco Systems Inc | 0% | -4.93% | Trim |
| 27 | FBND | Fidelity Total Bond ETF | — | +3.70% | Add |
| 28 | CODI | Compass Diversified Holdings | -0.1% | EXIT | Sold out |
| 29 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 30 | BRO | Brown & Brown Inc | -0.1% | -35.53% | Trim |
| 31 | ABBV | Abbvie Inc | -0.1% | -1.48% | Trim |
| 32 | LLY | Eli Lilly & Co | -0.2% | -5.63% | Trim |
| 33 | BRBR | Bellring Brands Inc | -0.2% | +3.95% | Add |
| 34 | XOM | Exxon Mobil CORP | -0.2% | -7.84% | Trim |
| 35 | WSO | Watsco Inc | -0.2% | -26.44% | Trim |
| 36 | PG | Procter & Gamble Co/the | -0.2% | -5.14% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.2% | -6.04% | Trim |
| 38 | ACN | Accenture plc | -0.2% | -9.58% | Trim |
| 39 | FNF | Fidelity National Financial | -0.2% | -8.19% | Trim |
| 40 | PEP | Pepsico Inc | -0.2% | -7.22% | Trim |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | -0.3% | -32.15% | Trim |
| 42 | CHDN | Churchill Downs Inc | -0.3% | -41.15% | Trim |
| 43 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | -43.57% | Trim |
| 44 | TMO | Thermo Fisher Scientific Inc | -0.4% | -16.44% | Trim |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -3.67% | Trim |
| 46 | TPL | Texas Pacific Land CORP | -0.4% | -20.96% | Trim |
| 47 | AMGN | Amgen Inc | -0.5% | -4.10% | Trim |
| 48 | FISV | Fiserv Inc | -0.7% | +0.04% | Add |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | -1.1% | -91.57% | Trim |
| 50 | AAPL | Apple Inc | -1.1% | -10.26% | 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 251 disclosed positions in Q2 2025.
During Q2 2025, Hunter Associates Investment Management LLC's top holdings by market value included GSLC (6.1%)、MSFT (6.1%)、AAPL (4.4%). The largest single position, GSLC, represented 6.1% of total portfolio value.
In Q2 2025, Hunter Associates Investment Management LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 23 holdings, and fully liquidating 1 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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