Hunter Associates Investment Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Hunter Associates Investment Management LLC reported 294 stock positions worth $868.3 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 5.9% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 3.6%). Compared with Q1 2026, it opened 22 new positions, sold out of 4, added to 117 and reduced 112. The biggest buy was Intel (INTC, shares +5%) and the biggest sale Resmed (RMD, shares −2%).

Most Recent 13F
Q2 2026
Location
PITTSBURGH, PA
CIK
0001380137
Portfolio Value
$868.3M (Q2 2026)
SEC Filing
0001380137-26-000004 ↗ filed Jul 23, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $594.6M Q1 2024 Q2 2024: $594.9M Q2 2024 Q3 2024: $645.7M Q3 2024 Q4 2024: $656.7M Q4 2024 Q1 2025: $648.0M Q1 2025 Q2 2025: $674.1M Q2 2025 Q3 2025: $719.4M Q3 2025 Q4 2025: $748.0M Q4 2025 Q1 2026: $755.9M Q1 2026 Q2 2026: $868.3M $868.3M Q2 2026

Holdings 294 stocks · $868.3M

GSLC Goldman Activebeta US LC ETF 5.92% 362,397 $51.4M Add +0.5%
AAPL Apple Inc. 4.81% 144,253 $41.7M Add +0.5%
MSFT Microsoft Corp. 3.65% 84,899 $31.7M Add +1.9%
FBND Fidelity Total Bond ETF 3.48% 663,881 $30.2M Add +7.0%
QQQM Invesco Nasdaq 100 ETF 3.21% 91,944 $27.9M Add +0.1%
ISTB iShares Core 1-5 Year Usd Bo 2.77% 499,846 $24.1M Add +4.6%
IHDG Wisdomtree International Hed 2.50% 414,813 $21.7M Reduce -2.0%
XMHQ Invesco S&P Midcap Qual ETF 2.29% 176,086 $19.9M Add +3.6%
AMGN Amgen Inc. 2.10% 50,313 $18.2M Reduce -0.8%
AVGO Broadcom Inc. 2.10% 48,193 $18.2M Add +0.3%
SCHD Schwab US DVD Equity ETF 2.05% 560,479 $17.8M Reduce -1.9%
APLD Applied Digital Corp. 1.97% 457,830 $17.1M Reduce -8.9%
GLW Corning Inc. 1.93% 65,524 $16.7M Reduce -2.0%
CGMU Cap Group Municipal Income 1.84% 582,270 $16.0M Add +4.0%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 1.68% 296,436 $14.6M Add +12.3%
CSCO Cisco Systems Inc. 1.58% 116,413 $13.7M Add +0.1%
JNJ Johnson & Johnson 1.36% 46,617 $11.8M Add +4.5%
JEPI JPMorgan Equity Premium Inco 1.08% 166,377 $9.4M Add +5.7%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 1.07% 82,028 $9.3M Add +0.1%
SAIA Saia Inc. 1.07% 22,000 $9.3M Reduce -1.8%
RMD Resmed Inc. 0.92% 40,887 $8.0M Reduce -1.5%
PG The Procter & Gamble Co. 0.90% 53,269 $7.8M Add +3.1%
H Hyatt Hotels Corp. Class A 0.86% 38,344 $7.4M Reduce -0.3%
INTC Intel Corp. 0.84% 52,115 $7.3M Add +4.8%
LLY Eli Lilly & Co. 0.83% 6,021 $7.2M Reduce -8.6%
VPG Vishay Precision Group 0.79% 46,035 $6.9M Reduce -34.0%
GOOG Alphabet Inc. Class C 0.78% 19,123 $6.8M Add +0.6%
ELMD Electromed Inc. 0.76% 155,878 $6.6M Add +3.4%
V Visa Inc. Class A 0.75% 18,857 $6.5M Add +0.1%
FOUR SHIFT4 Payments Inc. Class A 0.74% 131,472 $6.4M Add +0.5%
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F 0.73% 68,957 $6.3M Add +13.1%
LIND Lindblad Expeditions Holding 0.72% 222,040 $6.3M Reduce -0.4%
XOM Exxon Mobil Corp. 0.71% 44,991 $6.2M Add +2.9%
ABBV Abbvie Inc. 0.67% 23,181 $5.8M Add +0.4%
CGCP Cap Group Core Plus Income 0.66% 257,955 $5.8M Add +6.3%
PEP Pepsico Inc. 0.65% 41,939 $5.7M Add +3.5%
JBL Jabil Inc. 0.64% 14,529 $5.6M Reduce -14.9%
EXPE Expedia Group Inc. 0.64% 21,545 $5.5M Add +4.0%
TMO Thermo Fisher Scientific Inc. 0.63% 10,919 $5.5M Add +1.6%
FIX Comfort Systems USA Inc. 0.63% 2,761 $5.5M Reduce -7.6%
ARLO Arlo Technologies Inc. 0.62% 398,530 $5.4M Add +82.8%
PM Philip Morris International 0.61% 29,476 $5.3M Add +0.3%
SPIT F/M Emerald Spec Sit ETF 0.61% 152,389 $5.3M Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.58% 18,007 $5.1M Add +1.2%
NXPI NXP Semiconductors NV 0.57% 17,583 $4.9M Reduce -1.3%
BW Babcock & Wilcox Enterpr 0.57% 349,323 $4.9M Add +71.8%
FDX FedEx Corp. 0.56% 15,622 $4.9M Reduce -1.1%
TPL Texas Pacific Land Corp. 0.56% 11,020 $4.8M Reduce -0.7%
JLL Jones Lang Lasalle Inc. 0.54% 15,206 $4.7M Add +4.0%
MPTI M-Tron Industries Inc. 0.53% 46,804 $4.6M New
LH Labcorp Holdings Inc. 0.53% 16,416 $4.6M Add +0.6%
MEC Mayville Engineering Co. Inc. 0.46% 107,528 $4.0M New
MS Morgan Stanley 0.45% 18,530 $3.9M Reduce -5.4%
CVX Chevron Corp. 0.44% 23,182 $3.8M Add +0.8%
KNF Knife River Corp. 0.39% 40,344 $3.4M Add +5.0%
JPM JPMorgan Chase & Co. 0.38% 10,205 $3.3M Add +0.4%
MO Altria Group Inc. 0.38% 46,315 $3.3M Add +1.3%
GE General Electric filed as GE AEROSPACE 0.38% 8,810 $3.3M Add +7.1%
GBIL Goldman Sachs Access Treasur 0.36% 31,628 $3.2M Add +4.4%
VGIT Vanguard Intermediate-Term T 0.36% 52,802 $3.1M Add +6.0%
IAGG iShares Intl Aggregate Bond 0.36% 61,082 $3.1M Add +8.9%
FNF Fidelity National Financial 0.35% 64,300 $3.0M Reduce -21.3%
PLMR Palomar Holdings Inc. 0.35% 23,803 $3.0M Add +10.4%
GOOGL Alphabet Inc. Class A 0.34% 8,311 $3.0M Add +3.1%
GPC Genuine Parts Co. 0.34% 25,014 $3.0M Reduce -2.7%
NVDA Nvidia Corp. 0.34% 14,651 $2.9M Add +5.7%
PNC PNC Financial Services Group 0.33% 11,779 $2.9M Reduce -1.8%
AMZN Amazon.com Inc. 0.33% 12,071 $2.9M Add +1.7%
SNA Snap-on Inc. 0.31% 6,743 $2.7M Add +0.7%
SNPS Synopsys Inc. 0.31% 6,066 $2.7M Reduce -7.3%
ACN Accenture PLC Class A 0.31% 21,764 $2.7M Add +0.4%
RTX RTX Corp. 0.31% 14,020 $2.7M Add +1.4%
APH Amphenol Corp. Class A 0.30% 14,891 $2.6M Reduce -9.8%
LFSC F/M Emr Life Sciences in ETF 0.30% 57,742 $2.6M Add +16.1%
MCD McDonald's Corp. 0.30% 9,640 $2.6M Reduce -0.3%
ODFL Old Dominion Freight Line 0.30% 11,826 $2.6M Reduce -17.2%
PFE Pfizer Inc. 0.29% 104,837 $2.5M Add +1.0%
FAF First American Financial 0.29% 36,621 $2.5M Reduce -13.9%
SYK Stryker Corp. 0.29% 7,911 $2.5M Reduce -1.1%
DLR Digital Realty Trust Inc. 0.29% 13,859 $2.5M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 4,928 $2.5M Add +10.3%
CAT Caterpillar Inc. 0.28% 2,272 $2.4M Add +0.6%
TTWO Take-Two Interactive Softwre 0.28% 9,736 $2.4M Reduce -9.4%
RS Reliance Inc. 0.27% 6,354 $2.4M Reduce -16.2%
VB Vanguard Most SM-Cap ETF-Usd 0.27% 7,632 $2.3M Add +3.2%
GS Goldman Sachs Group Inc. 0.27% 2,306 $2.3M Add +5.7%
OFLX Omega Flex Inc. 0.27% 73,653 $2.3M No change
ABT Abbott Laboratories 0.26% 25,369 $2.3M Reduce -1.5%
LMT Lockheed Martin Corp. 0.26% 4,474 $2.3M Reduce -1.8%
WM Waste Management Inc. 0.26% 10,205 $2.3M No change
FWRG First Watch Restaurant Group 0.25% 171,981 $2.2M Add +13.2%
PPG PPG Industries Inc. 0.25% 17,673 $2.1M Reduce -2.0%
MDLZ Mondelez International Inc. Class A 0.25% 36,949 $2.1M Add +0.2%
SGOV iShares 0-3 Month Treasury B 0.24% 20,921 $2.1M Reduce -10.4%
SHM SS SPDR N Ice St Muni ETF 0.24% 43,800 $2.1M Reduce -3.4%
TRMB Trimble Inc. 0.24% 40,955 $2.1M Reduce -8.9%
WSO Watsco Inc. 0.23% 4,756 $2.0M Add +11.4%
IMCG iShares Morningstar Mid-Cap 0.23% 20,133 $2.0M Reduce -6.8%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.22% 17,381 $2.0M Reduce -6.4%
BOOM DMC Global Inc. 0.22% 333,885 $1.9M Add +0.3%

Show all 294 holdings

Portfolio Sells Q1 2026 → Q2 2026

RMD Resmed Inc. Reduce -1.5% 0.92% −0.32
SMG Scotts Miracle-Gro Co. Reduce -63.0% 0.16% −0.29
SCHD Schwab US DVD Equity ETF Reduce -1.9% 2.05% −0.27
AMGN Amgen Inc. Reduce -0.8% 2.10% −0.26
HOLX Hologic Inc. Sold out 0.00% −0.22
IHDG Wisdomtree International Hed Reduce -2.0% 2.50% −0.20
FDX FedEx Corp. Reduce -1.1% 0.56% −0.18
LMRI Lumexa Imaging Holdings Inc. Sold out 0.00% −0.16
FNF Fidelity National Financial Reduce -21.3% 0.35% −0.15
TRMB Trimble Inc. Reduce -8.9% 0.24% −0.15
TPL Texas Pacific Land Corp. Reduce -0.7% 0.56% −0.14
HRI Herc Holdings Inc. Sold out 0.00% −0.10
LMT Lockheed Martin Corp. Reduce -1.8% 0.26% −0.10
MCD McDonald's Corp. Reduce -0.3% 0.30% −0.10
CHDN Churchill Downs Inc. Reduce -29.7% 0.14% −0.09
ABT Abbott Laboratories Reduce -1.5% 0.26% −0.09
HON Honeywell International Inc. Reduce -0.7% 0.06% −0.08
ODFL Old Dominion Freight Line Reduce -17.2% 0.30% −0.07
SGOV iShares 0-3 Month Treasury B Reduce -10.4% 0.24% −0.07
TTEK Tetra Tech Inc. Reduce -26.7% 0.10% −0.06
SYK Stryker Corp. Reduce -1.1% 0.29% −0.06
AZO AutoZone Inc. Reduce -4.0% 0.22% −0.06
EQT Eqt Corp. Reduce -2.6% 0.14% −0.06
CBRE CBRE Group Inc. Class A Reduce -9.8% 0.20% −0.06
FNV Franco-Nevada Corp. Reduce -33.1% 0.05% −0.05
FAF First American Financial Reduce -13.9% 0.29% −0.05
MLM Martin Marietta Materials Reduce -14.0% 0.13% −0.05
DLR Digital Realty Trust Inc. Reduce -0.7% 0.29% −0.05
SHM SS SPDR N Ice St Muni ETF Reduce -3.4% 0.24% −0.04
WMT Walmart Inc. Reduce -2.4% 0.14% −0.04
NEE Nextera Energy Inc. Reduce -0.2% 0.19% −0.04
WPM Wheaton Precious Metals Corp. Sold out 0.00% −0.04
OTIS Otis Worldwide Corp. Reduce -12.4% 0.10% −0.04
SLV iShares Silver Trust Reduce -8.5% 0.06% −0.03
NDAQ Nasdaq Inc. Reduce -0.5% 0.14% −0.03
FIS Fidelity National Info Serv Reduce -1.3% 0.08% −0.03
RS Reliance Inc. Reduce -16.2% 0.27% −0.03
WTW Willis Towers Watson PLC Reduce -0.4% 0.11% −0.03
SNPS Synopsys Inc. Reduce -7.3% 0.31% −0.03
PSX Phillips 66 Reduce -0.2% 0.13% −0.03
ESLT Elbit Systems Ltd. Reduce -12.5% 0.07% −0.03
FDXF FedEx Freight Holding Co. Reduce -5.5% 0.13% −0.03
IGSB iShares 1-5Y Inv Grade Corp. Reduce -0.7% 0.17% −0.03
LHX L3HARRIS Technologies Inc. Reduce -0.5% 0.07% −0.03
VZ Verizon Communications Inc. Reduce -4.7% 0.05% −0.02
GPC Genuine Parts Co. Reduce -2.7% 0.34% −0.02
MDT Medtronic PLC Reduce -13.3% 0.04% −0.02
IWR iShares Russell Mid-Cap ETF Reduce -18.6% 0.07% −0.02
QYLD Global X Nasd 100 Cov Call Reduce -3.9% 0.16% −0.02
GIS General Mills Inc. Reduce -13.1% 0.04% −0.02

Portfolio Buys Q1 2026 → Q2 2026

INTC Intel Corp. Add +4.8% 0.84% +0.55
MPTI M-Tron Industries Inc. New 0.53% +0.53
MEC Mayville Engineering Co. Inc. New 0.46% +0.46
CSCO Cisco Systems Inc. Add +0.1% 1.58% +0.38
QQQM Invesco Nasdaq 100 ETF Add +0.1% 3.21% +0.33
ELMD Electromed Inc. Add +3.4% 0.76% +0.29
ARLO Arlo Technologies Inc. Add +82.8% 0.62% +0.21
CGDV Cap Group Dividend Value Add +12.3% 1.68% +0.19
BW Babcock & Wilcox Enterpr Add +71.8% 0.57% +0.17
AVGO Broadcom Inc. Add +0.3% 2.10% +0.13
FE Firstenergy Corp. New 0.12% +0.12
TROW T Rowe Price Group Inc. Add +0.1% 1.07% +0.10
MAMA Mama's Creations Inc. New 0.09% +0.09
AMD Advanced Micro Devices New 0.08% +0.08
GE General Electric Add +7.1% 0.38% +0.07
LFSC F/M Emr Life Sciences in ETF Add +16.1% 0.30% +0.07
CAT Caterpillar Inc. Add +0.6% 0.28% +0.07
MP MP Materials Corp. New 0.06% +0.06
GOOG Alphabet Inc. Class C Add +0.6% 0.78% +0.06
AIRR First Trust Rba American Ind New 0.06% +0.06
CGNG Cap Group New Geography Eq New 0.05% +0.05
CGGR Cap Group Growth Equity Add +28.2% 0.21% +0.05
PANW Palo Alto Networks Inc. Add +19.6% 0.08% +0.05
WFC Wells Fargo & Co. New 0.05% +0.05
QCOM Qualcomm Inc. New 0.05% +0.05
FWRG First Watch Restaurant Group Add +13.2% 0.25% +0.04
TSLA Tesla Inc. New 0.04% +0.04
JIVE JPM Interntl Value ETF Add +13.1% 0.73% +0.04
GEV GE Vernova Inc. Add +3.7% 0.22% +0.04
AMAT Applied Materials Inc. New 0.04% +0.04
GOOGL Alphabet Inc. Class A Add +3.1% 0.34% +0.04
AXP American Express Co. Add +25.0% 0.19% +0.03
TXN Texas Instruments Inc. Add +2.3% 0.12% +0.03
IVV iShares Core S&P 500 ETF Add +36.4% 0.12% +0.03
PAVE Global X US Infrastructure Add +104.6% 0.06% +0.03
MWA Mueller Water Products Inc. Class A New 0.03% +0.03
GRID First TRST Nasd Class Edg Sgiif Add +98.8% 0.06% +0.03
EFA iShares MSCI Eafe ETF New 0.03% +0.03
PLUG Plug Power Inc. New 0.03% +0.03
SYY Sysco Corp. Add +31.6% 0.11% +0.03
VOO Vanguard S&P 500 ETF Add +47.1% 0.08% +0.03
QQMG Invesco ESG Nasdaq 100 New 0.03% +0.03
PFG Principal Financial Group New 0.03% +0.03
VG Venture Global Inc. Class A New 0.03% +0.03
C Citigroup Inc. New 0.03% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +56.6% 0.07% +0.02
CGCV Cap Group Conservative Eq New 0.02% +0.02
XEVTX Eaton Vance Tax-Adv DVD Inc. New 0.02% +0.02
WSO Watsco Inc. Add +11.4% 0.23% +0.02
GS Goldman Sachs Group Inc. Add +5.7% 0.27% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 294$868.3MGSLC, AAPL, MSFT, FBND, QQQM
Q1 2026 274$755.9MGSLC, AAPL, MSFT, FBND, ISTB
Q4 2025 249$748.0MGSLC, MSFT, AAPL, FBND, IHDG
Q3 2025 256$719.4MGSLC, MSFT, AAPL, IHDG, FBND
Q2 2025 251$674.1MGSLC, MSFT, AAPL, IHDG, FBND
Q1 2025 247$648.0MAAPL, GSLC, MSFT, IHDG, SCHD
Q4 2024 254$656.7MAAPL, MSFT, GSLC, IHDG, SCHD
Q3 2024 257$645.7MMSFT, AAPL, GSLC, IHDG, SCHD
Q2 2024 252$594.9MMSFT, AAPL, GSLC, IHDG, AMGN
Q1 2024 259$594.6MMSFT, AAPL, GSLC, IHDG, AMGN