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HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

13F
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
Last update 2025-05-01 247 Stocks (14 new)
Value $648.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(5.56%)GSLC(5.30%)MSFT(5.11%)IHDG(3.37%)SCHD(2.97%)
Summary Stock Picks Current Portfolio
HUNTER ASSOCIATES INVESTMENT M... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
162,128
36,020.0
-0.58%
5.560
-0.04%
0.000
+3.15%
-16.49%
3,115,912.0
Hardware
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
311,793
34,340.0
+3.31%
5.300
+0.17%
0.270
+15.93%
+7.00%
13,950.6
 
MSFT
Microsoft Corp
88,280
33,150.0
-1.29%
5.110
-0.07%
0.000
+29.95%
+19.80%
3,738,718.2
Software
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
503,902
21,860.0
-8.43%
3.370
-0.31%
0.870
+13.00%
+6.06%
2,500.4
 
SCHD
Schwab US Dividend Equity ETF
689,244
19,250.0
-1.64%
2.970
-0.05%
0.030
+7.73%
+1.86%
71,225.8
 
FBND
Fidelity Total Bond ETF
404,915
18,480.0
+11.58%
2.850
+0.30%
0.100
+2.32%
+3.51%
19,292.9
 
FI
Fiserv Inc
83,199
18,370.0
-2.43%
2.830
-0.06%
0.020
-21.32%
-18.70%
92,590.4
Software
ISTB
iShares Core 1-5 Year USD Bond ETF
364,796
17,620.0
+7.18%
2.720
+0.18%
0.390
+1.65%
+3.35%
4,411.2
 
AMGN
Amgen Inc
53,443
16,660.0
-0.57%
2.570
-0.01%
0.010
+1.95%
+15.90%
159,714.8
Drug Manufacturers
QQQM
Invesco NASDAQ 100 ETF
68,644
13,250.0
+11.45%
2.040
+0.21%
0.030
+21.68%
+9.12%
54,045.9
 

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Historical Top Holdings Breakdowns

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SUM Unlock Delisted
Summit Materials Inc
2025-03-31
Sold Out
Sold Out
-0.60%
●
50.95 ($52.09) 52.49
$52.49
0.77%
Sold Out
0
-77,709
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.47%
●
100.34 ($100.51) 100.68
$100.51
0%
Add 303.19%
40,101
30,155
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.40%
●
34.95 ($36.32) 37.36
$40.67
11.98%
Add 380.65%
91,598
72,541
XMHQ
Invesco S&P MidCap Quality ETF
2025-03-31
Add
Add
+0.32%
●
89.18 ($97.46) 104.04
$100.15
2.76%
Add 23.85%
118,023
22,730
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2025-03-31
Reduce
Reduce
-0.31%
●
43.4 ($45.38) 47.51
$45.42
0.09%
Reduce -8.43%
503,902
-46,386
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.30%
●
44.41 ($45.29) 45.98
$45.40
0.24%
Add 11.58%
404,915
42,025
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.29%
●
49.25 ($50.03) 50.66
$48.80
-2.46%
Add 31.56%
159,762
38,330
SYM
Symbotic Inc
2025-03-31
Sold Out
Sold Out
-0.24%
●
20.16 ($25.54) 33.5
$47.54
86.14%
Sold Out
0
-67,413
WGO
Winnebago Industries Inc
2025-03-31
New Buy
New Buy
+0.22%
●
34.4 ($42.4) 49.81
$32.41
-23.56%
New holding
40,915
40,915
QQQM
Invesco NASDAQ 100 ETF
2025-03-31
Add
Add
+0.21%
●
192.82 ($209.18) 222.1
$228.94
9.45%
Add 11.45%
68,644
7,051

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC Total Holding History ($B)

To

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Asset Allocation

To

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Holdings Heat Map

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HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC's Holdings Bubble Chart

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC News

  • 1

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