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CIK: 0001380137
Total reported value
$868.3M
$868.3M
249 檔
20.4%
During the Q4 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 249 reported positions.
Hunter Associates Investment Management LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 5 holdings and trimming 16 positions.
Showing top 200 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.31% | -0.06% | +5.40% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.40% | -0.43% | -0.57% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.28% | -0.01% | -0.39% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.48% | -0.27% | +22.02% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-Other | 3.18% | -0.20% | -0.63% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.02% | +0.33% | +7.44% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.91% | -0.29% | +15.44% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.24% | +0.13% | -2.16% | |
| 9 | AMGN | Amgen Inc | Stock-Healthcare | 2.23% | -0.26% | +0.01% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.20% | -0.03% | +7.08% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.12% | -0.27% | -1.58% | |
| 12 | CGMU | Cap Group Municipal Income | ETF-Other | 1.83% | -0.17% | +41.63% | |
| 13 | APLD | Applied Digital CORP | Stock-Tech | 1.62% | +0.39% | -1.55% | |
| 14 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.43% | +0.09% | -1.50% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.34% | +0.19% | +16.68% | |
| 16 | RMD | Resmed Inc | Stock-Healthcare | 1.34% | -0.31% | -0.88% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.24% | -0.08% | -1.26% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | +0.39% | -1.33% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | +0.03% | -6.02% | |
| 20 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.98% | +0.01% | +0.46% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.97% | -0.09% | +0.43% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.97% | -0.10% | +1.46% | |
| 23 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.96% | -0.02% | +15.92% | |
| 24 | SAIA | Saia Inc | Stock-Industrials | 0.96% | +0.03% | +2.37% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | — | +1.39% | |
| 26 | GLW | Corning Inc | Stock-Tech | 0.89% | +0.73% | -0.47% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | -0.07% | -3.10% | |
| 28 | ACN | Accenture plc | Stock-Tech | 0.83% | -0.26% | -0.04% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.06% | +0.44% | |
| 30 | H | Hyatt Hotels CORP - Cl A | Stock-Consumer Disc | 0.79% | +0.13% | +2.43% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.78% | -0.18% | -1.87% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.27% | +0.09% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | -1.67% | |
| 34 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.69% | -0.05% | +0.54% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.68% | +0.01% | +4.01% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.62% | -0.03% | -0.82% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.61% | -0.18% | -1.51% | |
| 38 | FNF | Fidelity National Financial | Stock-Financials | 0.60% | -0.15% | -0.59% | |
| 39 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.60% | -0.06% | +67.48% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.57% | -0.07% | +134.72% | |
| 41 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.56% | -0.05% | -0.80% | |
| 42 | SPIT | F/m Emerald Spec Sit ETF | ETF-Other | 0.53% | +0.07% | — | |
| 43 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.52% | +0.10% | -1.10% | |
| 44 | JBL | Jabil Inc | Stock-Tech | 0.52% | +0.04% | +3.59% | |
| 45 | ELMD | Electromed Inc | Stock-Other | 0.47% | +0.29% | +2.38% | |
| 46 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.47% | -0.14% | +199.63% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.19% | +3.99% | |
| 48 | MS | Morgan Stanley | Stock-Financials | 0.46% | +0.02% | -0.93% | |
| 49 | TRMB | Trimble Inc | Stock-Tech | 0.45% | -0.15% | +0.28% | |
| 50 | LIND | Lindblad Expeditions Holding | Stock-Other | 0.44% | +0.21% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | +0.5% | +22.02% | Add |
| 2 | CGMU | Cap Group Municipal Income | +0.5% | +41.63% | Add |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +134.72% | Add |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.3% | +15.44% | Add |
| 5 | AMGN | Amgen Inc | +0.2% | +0.01% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | -6.02% | Trim |
| 7 | CGCP | Cap Group Core Plus Income | +0.2% | +67.48% | Add |
| 8 | GBIL | Goldman Sachs Access Treasur | +0.2% | +152.71% | Add |
| 9 | EXPE | Expedia Group Inc | +0.2% | +0.46% | Add |
| 10 | KNF | Knife River CORP | +0.2% | +184.29% | Add |
| 11 | GSLC | Goldman Activebeta US Lc ETF | +0.2% | +5.40% | Add |
| 12 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +7.44% | Add |
| 13 | CGDV | Cap Group Dividend Value | +0.2% | +16.68% | Add |
| 14 | RTX | Rtx CORP | +0.2% | +111.66% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +0.44% | Add |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +120.04% | Add |
| 17 | SNPS | Synopsys Inc | +0.1% | +70.54% | Add |
| 18 | AAPL | Apple Inc | +0.1% | -0.39% | Trim |
| 19 | VGIT | Vanguard Intermediate-term T | +0.1% | +58.57% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.1% | -3.10% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -1.33% | Trim |
| 22 | FDX | Fedex CORP | +0.1% | -1.51% | Trim |
| 23 | H | Hyatt Hotels CORP - Cl A | +0.1% | +2.43% | Add |
| 24 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +47.42% | Add |
| 25 | JNJ | Johnson & Johnson | +0.1% | -1.26% | Trim |
| 26 | SAIA | Saia Inc | +0.1% | +2.37% | Add |
| 27 | ELMD | Electromed Inc | +0.1% | +2.38% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.82% | Add |
| 29 | JLL | Jones Lang Lasalle Inc | +0.1% | +0.54% | Add |
| 30 | IHDG | Wisdomtree International Hed | 0% | -0.63% | Trim |
| 31 | APLD | Applied Digital CORP | 0% | -1.55% | Trim |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +7.08% | Add |
| 33 | AZO | Autozone Inc | -0.1% | +0.34% | Add |
| 34 | GIS | General Mills Inc | -0.1% | -48.92% | Trim |
| 35 | LH | Labcorp Holdings Inc | -0.1% | -0.80% | Trim |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | -0.1% | -24.34% | Trim |
| 37 | ORCL | Oracle CORP | -0.1% | +1.75% | Add |
| 38 | TXN | Texas Instruments Inc | -0.2% | -58.59% | Trim |
| 39 | BOOM | Dmc Global Inc | -0.2% | -25.24% | Trim |
| 40 | RMD | Resmed Inc | -0.3% | -0.88% | Trim |
| 41 | MSFT | Microsoft CORP | -0.6% | -0.57% | Trim |
| 42 | FISV | Fiserv Inc | -1.2% | -56.13% | Trim |
| 43 | BRBR | Bellring Brands Inc | — | EXIT | Sold out |
| 44 | SPIT | F/m Emerald Spec Sit ETF | — | NEW | New buy |
| 45 | VPG | Vishay Precision Group | — | NEW | New buy |
| 46 | PRKS | United Parks & Resorts Inc | — | EXIT | Sold out |
| 47 | WGO | Winnebago Industries | — | EXIT | Sold out |
| 48 | MUB | Ishares National Muni Bond E | — | EXIT | Sold out |
| 49 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 50 | KEL | Kellanova | — | EXIT | Sold out |
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 249 disclosed positions in Q4 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 GSLC, MSFT, AAPL) accounted for 20.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPIT
市值: $3.9M
Top Position Liquidated / Trimmed
BRBR
前期市值: $5.1M
During Q4 2025, Hunter Associates Investment Management LLC's top holdings by market value included GSLC (6.3%)、MSFT (5.4%)、AAPL (5.3%). The largest single position, GSLC, represented 6.3% of total portfolio value.
In Q4 2025, Hunter Associates Investment Management LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 5 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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