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CIK: 0001380137
Total reported value
$868.3M
$868.3M
274 檔
18.9%
At the close of Q1 2026, Hunter Associates Investment Management LLC disclosed equity holdings valued at approximately $868.3M, spread across 274 reported holdings.
In Q1 2026, Hunter Associates Investment Management LLC displayed an active expansion posture, initiating 32 new positions and adding to 85 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.98% | -0.06% | +1.17% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.82% | -0.01% | -1.20% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.43% | -0.16% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.75% | -0.27% | +9.72% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.06% | -0.29% | +7.04% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.88% | +0.33% | +3.22% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-Other | 2.70% | -0.20% | -13.37% | |
| 8 | AMGN | Amgen Inc | Stock-Healthcare | 2.36% | -0.26% | -0.60% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.32% | -0.03% | +5.71% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.32% | -0.27% | -1.06% | |
| 11 | CGMU | Cap Group Municipal Income | ETF-Other | 2.01% | -0.17% | +11.98% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.97% | +0.13% | -0.76% | |
| 13 | APLD | Applied Digital CORP | Stock-Tech | 1.58% | +0.39% | +1.54% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.49% | +0.19% | +14.47% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.08% | -0.72% | |
| 16 | RMD | Resmed Inc | Stock-Healthcare | 1.23% | -0.31% | -0.58% | |
| 17 | GLW | Corning Inc | Stock-Tech | 1.20% | +0.73% | -11.53% | |
| 18 | CSCO | Cisco Systems Inc | Stock-Tech | 1.19% | +0.39% | -0.12% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.18% | -0.10% | +24.49% | |
| 20 | SAIA | Saia Inc | Stock-Industrials | 1.04% | +0.03% | +2.49% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.09% | +1.64% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | -0.27% | -2.25% | |
| 23 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.98% | +0.09% | -21.84% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.18% | -0.18% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.03% | -10.43% | |
| 26 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.76% | -0.02% | +15.17% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | -0.79% | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.74% | -0.18% | -0.43% | |
| 29 | H | Hyatt Hotels CORP - Cl A | Stock-Consumer Disc | 0.73% | +0.13% | +4.81% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.06% | +1.15% | |
| 31 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.72% | -0.06% | +23.09% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.07% | -1.70% | |
| 33 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.70% | -0.14% | -9.05% | |
| 34 | JIVE | JPM Interntl Value ETF | ETF-Other | 0.69% | +0.04% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.01% | -0.05% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.64% | -0.03% | +1.44% | |
| 37 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.63% | +0.01% | -20.31% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.19% | +0.25% | |
| 39 | JBL | Jabil Inc | Stock-Tech | 0.60% | +0.04% | +1.20% | |
| 40 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.59% | -0.05% | -4.29% | |
| 41 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.58% | -0.05% | -2.29% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.26% | -5.82% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.01% | +3.92% | |
| 44 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.55% | +0.08% | -13.74% | |
| 45 | SPIT | F/m Emerald Spec Sit ETF | ETF-Other | 0.54% | +0.07% | +0.65% | |
| 46 | LIND | Lindblad Expeditions Holding | Stock-Other | 0.51% | +0.21% | -2.40% | |
| 47 | FNF | Fidelity National Financial | Stock-Financials | 0.50% | -0.15% | -0.60% | |
| 48 | ELMD | Electromed Inc | Stock-Other | 0.47% | +0.29% | +25.09% | |
| 49 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.47% | +0.10% | — | |
| 50 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.45% | -0.29% | +3.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.3% | -11.53% | Trim |
| 2 | FBND | Fidelity Total Bond ETF | +0.3% | +9.72% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -2.25% | Trim |
| 4 | TPL | Texas Pacific Land CORP | +0.2% | -9.05% | Trim |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +24.49% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.2% | -1.06% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.72% | Trim |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | +367.24% | Add |
| 9 | CGMU | Cap Group Municipal Income | +0.2% | +11.98% | Add |
| 10 | CVX | Chevron CORP | +0.2% | +0.25% | Add |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +7.04% | Add |
| 12 | CGDV | Cap Group Dividend Value | +0.2% | +14.47% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | -0.60% | Trim |
| 14 | FDX | Fedex CORP | +0.1% | -0.43% | Trim |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +5.71% | Add |
| 16 | CGCP | Cap Group Core Plus Income | +0.1% | +23.09% | Add |
| 17 | FIX | Comfort Systems USA Inc | +0.1% | -13.74% | Trim |
| 18 | SAIA | Saia Inc | +0.1% | +2.49% | Add |
| 19 | JBL | Jabil Inc | +0.1% | +1.20% | Add |
| 20 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +31.79% | Add |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +3.99% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +30.92% | Add |
| 23 | VGIT | Vanguard Intermediate-term T | +0.1% | +24.76% | Add |
| 24 | VPG | Vishay Precision Group | +0.1% | +9.71% | Add |
| 25 | LIND | Lindblad Expeditions Holding | +0.1% | -2.40% | Trim |
| 26 | KNF | Knife River CORP | +0.1% | +4.85% | Add |
| 27 | ODFL | Old Dominion Freight Line | +0.1% | -2.76% | Trim |
| 28 | MO | Altria Group Inc | +0.1% | +3.70% | Add |
| 29 | PEP | Pepsico Inc | +0.1% | -0.18% | Trim |
| 30 | GEV | GE Vernova Inc | +0.1% | +3.93% | Add |
| 31 | PSX | Phillips 66 | +0.1% | +0.10% | Add |
| 32 | INTC | Intel CORP | +0.1% | -0.03% | Trim |
| 33 | DLR | Digital Realty Trust Inc | 0% | — | Unchanged |
| 34 | FNV | Franco-nevada CORP | 0% | +49.38% | Add |
| 35 | CAT | Caterpillar Inc | 0% | +0.53% | Add |
| 36 | ARLO | Arlo Technologies Inc | 0% | +9.64% | Add |
| 37 | MPC | Marathon Petroleum CORP | 0% | +1.58% | Add |
| 38 | MDLZ | Mondelez International Inc-a | 0% | +4.04% | Add |
| 39 | GPC | Genuine Parts Co | 0% | +26.80% | Add |
| 40 | EQT | Eqt CORP | 0% | -1.94% | Trim |
| 41 | MRK | Merck & Co. Inc. | 0% | +1.88% | Add |
| 42 | SMG | Scotts Miracle-gro Co | 0% | +3.80% | Add |
| 43 | PM | Philip Morris International | 0% | +1.44% | Add |
| 44 | SNA | Snap-on Inc | 0% | +4.44% | Add |
| 45 | PG | Procter & Gamble Co/the | 0% | +1.64% | Add |
| 46 | DE | Deere & Co | 0% | +0.05% | Add |
| 47 | RTX | Rtx CORP | 0% | +1.39% | Add |
| 48 | ATRO | Astronics CORP | 0% | -3.39% | Trim |
| 49 | BMY | Bristol-myers Squibb Co | 0% | +8.41% | Add |
| 50 | LH | Labcorp Holdings Inc | 0% | -2.29% | 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 274 disclosed positions in Q1 2026.
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, AAPL, MSFT) accounted for 18.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
JIVE
市值: $5.2M
Top Position Liquidated / Trimmed
QCOM
前期市值: $335.0K
During Q1 2026, Hunter Associates Investment Management LLC's top holdings by market value included GSLC (6.0%)、AAPL (4.8%)、MSFT (4.1%). The largest single position, GSLC, represented 6.0% of total portfolio value.
In Q1 2026, Hunter Associates Investment Management LLC made 184 total portfolio adjustments, initiating 32 new buys, adding to 85 positions, trimming 59 holdings, and fully liquidating 8 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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