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Hunter Associates Investment Management Llc

Portfolio Manager
Hunter Associates Investment Management Llc
Performance
-4.94% (2026 Q1)
AUM (13F)
$755.87M
# of Holdings
274
Performance Rank
Allocation (Top 20)
48.6%

Hunter Associates Investment Management Llc Holdings Map

Top 50 Hunter Associates Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GSLC
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF
5.98%360.5K$45.2M
+1.17%(+4.17K)
2025-Q1: 311.8K shares2025-Q2: 340.2K shares2025-Q3: 338.1K shares2025-Q4: 356.4K shares2026-Q1: 360.5K shares
$95.19(+47.66%)
2026-03-31
AAPL
APPLE
4.82%143.5K$36.4M
-1.20%(-1.75K)
2025-Q1: 162.1K shares2025-Q2: 145.5K shares2025-Q3: 145.8K shares2025-Q4: 145.2K shares2026-Q1: 143.5K shares
$60.22(+396.31%)
2026-03-31
MSFT
MICROSOFT CORP COM
4.08%83.3K$30.9M
-0.16%(-131)
2025-Q1: 88.3K shares2025-Q2: 82.9K shares2025-Q3: 84.0K shares2025-Q4: 83.5K shares2026-Q1: 83.3K shares
$39.61(+923.06%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR TOTAL BD ETF
3.75%620.2K$28.3M
+9.72%(+54.95K)
2025-Q1: 404.9K shares2025-Q2: 419.9K shares2025-Q3: 463.3K shares2025-Q4: 565.3K shares2026-Q1: 620.2K shares
$45.60(-0.19%)
2026-03-31
ISTB
ISHARES TR CORE 1-5 YR USD BD ETF
3.06%478.1K$23.2M
+7.04%(+31.45K)
2025-Q1: 364.8K shares2025-Q2: 362.9K shares2025-Q3: 386.9K shares2025-Q4: 446.6K shares2026-Q1: 478.1K shares
$47.68(+1.20%)
2026-03-31
QQQM
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF
2.88%91.8K$21.8M
+3.22%(+2.87K)
2025-Q1: 68.6K shares2025-Q2: 81.3K shares2025-Q3: 82.8K shares2025-Q4: 89.0K shares2026-Q1: 91.8K shares
$169.81(+73.23%)
2026-03-31
IHDG
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD
2.7%423.4K$20.4M
-13.37%(-65.34K)
2025-Q1: 503.9K shares2025-Q2: 494.9K shares2025-Q3: 491.9K shares2025-Q4: 488.8K shares2026-Q1: 423.4K shares
$40.41(+24.25%)
2026-03-31
AMGN
AMGEN INC COM
2.36%50.7K$17.8M
-0.60%(-305)
2025-Q1: 53.4K shares2025-Q2: 51.3K shares2025-Q3: 51.0K shares2025-Q4: 51.0K shares2026-Q1: 50.7K shares
$122.07(+175.62%)
2026-03-31
XMHQ
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETF
2.32%170.0K$17.6M
+5.71%(+9.18K)
2025-Q1: 118.0K shares2025-Q2: 139.2K shares2025-Q3: 150.2K shares2025-Q4: 160.8K shares2026-Q1: 170.0K shares
$93.40(+16.41%)
2026-03-31
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
2.32%571.2K$17.5M
-1.06%(-6.12K)
2025-Q1: 689.2K shares2025-Q2: 663.9K shares2025-Q3: 586.6K shares2025-Q4: 577.3K shares2026-Q1: 571.2K shares
$25.40(+25.01%)
2026-03-31

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