Hunter Associates Investment Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Hunter Associates Investment Management LLC reported 254 stock positions worth $656.7 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Goldman Activebeta US LC ETF (GSLC, 5.3%). Compared with Q3 2024, it opened 11 new positions, sold out of 14, added to 120 and reduced 83. The biggest buy was Goldman Activebeta US LC ETF (GSLC, shares +10%) and the biggest sale Amgen (AMGN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001380137
- Portfolio Value
- $656.7M (Q4 2024)
- SEC Filing
- 0001380137-25-000001 ↗ filed Jan 23, 2025
Holdings Value
Holdings 254 stocks · $656.7M
| AAPL Apple Inc. | 6.22% | 163,068 | $40.9M | Reduce -0.7% |
| MSFT Microsoft Corp. | 5.74% | 89,430 | $37.7M | Reduce -0.6% |
| GSLC Goldman Activebeta US LC ETF | 5.29% | 301,809 | $34.8M | Add +10.0% |
| IHDG Wisdomtree International Hed | 3.64% | 550,288 | $23.9M | Add +7.1% |
| SCHD Schwab US DVD Equity ETF | 2.91% | 700,714 | $19.1M | Add +12.8% |
| FISV Fiserv Inc. | 2.67% | 85,269 | $17.5M | Reduce -0.4% |
| FBND Fidelity Total Bond ETF | 2.48% | 362,890 | $16.3M | Add +21.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.47% | 340,370 | $16.2M | Add +12.7% |
| AMGN Amgen Inc. | 2.13% | 53,748 | $14.0M | Reduce -0.5% |
| AVGO Broadcom Inc. | 1.99% | 56,388 | $13.1M | Reduce -2.5% |
| QQQM Invesco Nasdaq 100 ETF | 1.97% | 61,593 | $12.9M | Add +12.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.88% | 109,498 | $12.4M | Add +2.8% |
| RMD Resmed Inc. | 1.74% | 49,835 | $11.4M | Reduce -1.1% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.43% | 95,293 | $9.4M | Add +20.2% |
| PG The Procter & Gamble Co. | 1.37% | 53,618 | $9.0M | Reduce -1.1% |
| ACN Accenture PLC Class A | 1.36% | 25,421 | $8.9M | Reduce -0.1% |
| FOUR SHIFT4 Payments Inc. Class A | 1.23% | 77,438 | $8.0M | Add +1.9% |
| PEP Pepsico Inc. | 1.12% | 48,307 | $7.3M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 1.12% | 123,882 | $7.3M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 1.10% | 13,848 | $7.2M | Reduce -1.5% |
| JNJ Johnson & Johnson | 1.10% | 49,727 | $7.2M | Reduce -3.3% |
| JEPI JPMorgan Equity Premium Inco | 1.05% | 119,942 | $6.9M | Add +9.5% |
| LLY Eli Lilly & Co. | 1.04% | 8,816 | $6.8M | Reduce -0.1% |
| TPL Texas Pacific Land Corp. | 0.96% | 5,691 | $6.3M | Reduce -4.6% |
| V Visa Inc. Class A | 0.93% | 19,305 | $6.1M | Reduce -0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.93% | 121,432 | $6.1M | Add +11.0% |
| XOM Exxon Mobil Corp. | 0.80% | 49,098 | $5.3M | Reduce -2.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.79% | 109,807 | $5.2M | Reduce -9.8% |
| EXPE Expedia Group Inc. | 0.77% | 27,174 | $5.1M | Add +5.2% |
| FNF Fidelity National Financial | 0.77% | 89,583 | $5.0M | Reduce -0.3% |
| LH Labcorp Holdings Inc. | 0.70% | 20,093 | $4.6M | Add +0.2% |
| BRBR Bellring Brands Inc. | 0.66% | 57,383 | $4.3M | Add +7.6% |
| ABBV Abbvie Inc. | 0.64% | 23,661 | $4.2M | Reduce -0.8% |
| NXPI NXP Semiconductors NV | 0.64% | 20,060 | $4.2M | Add +0.3% |
| PM Philip Morris International | 0.62% | 33,798 | $4.1M | Add +0.4% |
| SUM Summit Materials Inc. Class A | 0.60% | 77,709 | $3.9M | Add +1.0% |
| FDX FedEx Corp. | 0.60% | 13,934 | $3.9M | Reduce -0.8% |
| GLW Corning Inc. | 0.54% | 74,845 | $3.6M | Add +11.7% |
| APLD Applied Digital Corp. | 0.54% | 462,203 | $3.5M | Add +8.7% |
| ANSS Ansys Inc. | 0.54% | 10,434 | $3.5M | No change |
| TRMB Trimble Inc. | 0.52% | 48,801 | $3.4M | Add +0.2% |
| CHDN Churchill Downs Inc. | 0.51% | 25,122 | $3.3M | Add +7.9% |
| GOOG Alphabet Inc. Class C | 0.51% | 17,569 | $3.3M | Add +1.6% |
| OFLX Omega Flex Inc. | 0.50% | 78,682 | $3.3M | No change |
| JLL Jones Lang Lasalle Inc. | 0.50% | 12,859 | $3.3M | Add +18.3% |
| PFE Pfizer Inc. | 0.49% | 121,976 | $3.2M | Reduce -10.2% |
| SAIA Saia Inc. | 0.49% | 7,090 | $3.2M | Add +8.2% |
| MS Morgan Stanley | 0.48% | 24,944 | $3.1M | Reduce -0.7% |
| CVX Chevron Corp. | 0.48% | 21,652 | $3.1M | Add +4.6% |
| BOOM DMC Global Inc. | 0.47% | 419,643 | $3.1M | Add +19.1% |
| WSO Watsco Inc. | 0.46% | 6,405 | $3.0M | Reduce -2.3% |
| ELMD Electromed Inc. | 0.46% | 102,450 | $3.0M | No change |
| ABT Abbott Laboratories | 0.46% | 26,711 | $3.0M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 13,210 | $2.9M | Add +0.7% |
| MCD McDonald's Corp. | 0.44% | 9,964 | $2.9M | Add +0.0% |
| SYK Stryker Corp. | 0.43% | 7,796 | $2.8M | Reduce -4.9% |
| H Hyatt Hotels Corp. Class A | 0.42% | 17,795 | $2.8M | Add +4.2% |
| FIX Comfort Systems USA Inc. | 0.42% | 6,541 | $2.8M | Reduce -3.3% |
| LIND Lindblad Expeditions Holding | 0.42% | 230,090 | $2.7M | Reduce -1.0% |
| FAF First American Financial | 0.41% | 43,140 | $2.7M | Add +6.0% |
| AZO AutoZone Inc. | 0.41% | 837 | $2.7M | Add +3.1% |
| JPM JPMorgan Chase & Co. | 0.40% | 10,842 | $2.6M | Add +2.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.38% | 48,682 | $2.5M | Reduce -7.4% |
| DLR Digital Realty Trust Inc. | 0.37% | 13,802 | $2.5M | Reduce -1.9% |
| MO Altria Group Inc. | 0.37% | 46,758 | $2.4M | Add +0.1% |
| TTWO Take-Two Interactive Softwre | 0.37% | 13,133 | $2.4M | Add +3.3% |
| AMZN Amazon.com Inc. | 0.37% | 10,996 | $2.4M | Add +7.3% |
| JBL Jabil Inc. | 0.37% | 16,745 | $2.4M | Add +7.5% |
| PPG PPG Industries Inc. | 0.36% | 19,784 | $2.4M | Reduce -8.4% |
| WSM Williams-Sonoma Inc. | 0.35% | 12,523 | $2.3M | Reduce -15.8% |
| PNC PNC Financial Services Group | 0.35% | 11,927 | $2.3M | Add +0.2% |
| WM Waste Management Inc. | 0.34% | 11,043 | $2.2M | No change |
| ADP Automatic Data Processing | 0.34% | 7,609 | $2.2M | Reduce -4.6% |
| SNA Snap-on Inc. | 0.32% | 6,284 | $2.1M | Reduce -1.7% |
| ODFL Old Dominion Freight Line | 0.32% | 11,785 | $2.1M | Add +2.5% |
| HOLX Hologic Inc. | 0.31% | 27,905 | $2.0M | Reduce -2.3% |
| QYLD Global X Nasd 100 Cov Call | 0.30% | 109,905 | $2.0M | Add +12.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 8,360 | $2.0M | Add +8.2% |
| RS Reliance Inc. | 0.30% | 7,360 | $2.0M | Add +4.6% |
| IMCG iShares Morningstar Mid-Cap | 0.30% | 26,003 | $2.0M | Add +7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 4,309 | $2.0M | Add +2.7% |
| MDLZ Mondelez International Inc. Class A | 0.29% | 32,416 | $1.9M | Reduce -0.8% |
| CGCP Cap Group Core Plus Income | 0.29% | 85,942 | $1.9M | Add +4.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 21,878 | $1.9M | Add +0.4% |
| PLMR Palomar Holdings Inc. | 0.29% | 17,689 | $1.9M | Add +6.8% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.28% | 16,825 | $1.9M | Add +3.2% |
| GPC Genuine Parts Co. | 0.28% | 15,633 | $1.8M | Add +4.2% |
| GIS General Mills Inc. | 0.28% | 28,503 | $1.8M | Reduce -2.9% |
| CBRE CBRE Group Inc. Class A | 0.28% | 13,767 | $1.8M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.26% | 3,432 | $1.7M | Add +1.8% |
| SMG Scotts Miracle-Gro Co. | 0.26% | 25,982 | $1.7M | Add +8.1% |
| PRKS United Parks & Resorts Inc. | 0.26% | 30,074 | $1.7M | Add +12.2% |
| ORCL Oracle Corp. | 0.25% | 9,886 | $1.6M | Add +3.9% |
| GILD Gilead Sciences Inc. | 0.25% | 17,725 | $1.6M | Reduce -1.1% |
| HRI Herc Holdings Inc. filed as HERC HLDGS INC | 0.24% | 8,397 | $1.6M | Reduce -18.9% |
| SYM Symbotic Inc. | 0.24% | 67,413 | $1.6M | Add +6.8% |
| TXN Texas Instruments Inc. | 0.24% | 8,325 | $1.6M | Add +8.1% |
| FIS Fidelity National Info Serv | 0.24% | 19,131 | $1.5M | Add +0.5% |
| CARR Carrier Global Corp. | 0.23% | 22,048 | $1.5M | Add +0.9% |
| NVDA Nvidia Corp. | 0.23% | 11,157 | $1.5M | Add +8.1% |
Portfolio Sells Q3 2024 → Q4 2024
| AMGN Amgen Inc. | Reduce -0.5% | 2.13% | −0.56 |
| MSFT Microsoft Corp. | Reduce -0.6% | 5.74% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.5% | 1.10% | −0.25 |
| JNJ Johnson & Johnson | Reduce -3.3% | 1.10% | −0.19 |
| HY Hyster-Yale Inc. | Reduce -74.6% | 0.05% | −0.18 |
| LLY Eli Lilly & Co. | Reduce -0.1% | 1.04% | −0.17 |
| RMD Resmed Inc. | Reduce -1.1% | 1.74% | −0.17 |
| PEP Pepsico Inc. | Reduce -0.3% | 1.12% | −0.16 |
| SGOV iShares 0-3 Month Treasury B | Reduce -48.0% | 0.15% | −0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -47.8% | 0.14% | −0.14 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -9.8% | 0.79% | −0.12 |
| PFE Pfizer Inc. | Reduce -10.2% | 0.49% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -2.8% | 0.80% | −0.11 |
| FNF Fidelity National Financial | Reduce -0.3% | 0.77% | −0.10 |
| QCLN First Trust Nasdaq Clean Edg | Sold out | 0.00% | −0.10 |
| C Citigroup Inc. | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.64% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 1.37% | −0.09 |
| PPG PPG Industries Inc. | Reduce -8.4% | 0.36% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.8% | 0.29% | −0.08 |
| UPS United Parcel Service Class B | Reduce -18.9% | 0.19% | −0.07 |
| GIS General Mills Inc. | Reduce -2.9% | 0.28% | −0.06 |
| HOLX Hologic Inc. | Reduce -2.3% | 0.31% | −0.05 |
| WY Weyerhaeuser Co. | Reduce -8.5% | 0.15% | −0.05 |
| INTC Intel Corp. | Reduce -5.9% | 0.19% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -7.4% | 0.38% | −0.05 |
| MKL Markel Group Inc. | Reduce -30.9% | 0.14% | −0.05 |
| LMT Lockheed Martin Corp. | Reduce -4.7% | 0.15% | −0.04 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.04 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.04 |
| WSO Watsco Inc. | Reduce -2.3% | 0.46% | −0.04 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.04 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Sold out | 0.00% | −0.04 |
| GE General Electric | Reduce -3.4% | 0.19% | −0.04 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -14.7% | 0.08% | −0.03 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −0.03 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.03 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.03 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -0.7% | 0.15% | −0.03 |
| BIIB Biogen Inc. | Reduce -23.6% | 0.05% | −0.03 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.03 |
| SYK Stryker Corp. | Reduce -4.9% | 0.43% | −0.03 |
| FMC FMC Corp. | Sold out | 0.00% | −0.03 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.03 |
| ACN Accenture PLC Class A | Reduce -0.1% | 1.36% | −0.03 |
| HSY The Hershey Co. | Reduce -5.4% | 0.14% | −0.03 |
| FBIN Fortune Brands Innovations I | Reduce -6.3% | 0.07% | −0.03 |
| CCI Crown Castle Inc. | Reduce -27.3% | 0.03% | −0.03 |
| VTRS Viatris Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| GSLC Goldman Activebeta US LC ETF | Add +10.0% | 5.29% | +0.49 |
| FBND Fidelity Total Bond ETF | Add +21.1% | 2.48% | +0.31 |
| QQQM Invesco Nasdaq 100 ETF | Add +12.9% | 1.97% | +0.28 |
| SCHD Schwab US DVD Equity ETF | Add +12.8% | 2.91% | +0.20 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +12.7% | 2.47% | +0.20 |
| FOUR SHIFT4 Payments Inc. Class A | Add +1.9% | 1.23% | +0.18 |
| EXPE Expedia Group Inc. | Add +5.2% | 0.77% | +0.18 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +20.2% | 1.43% | +0.17 |
| BRBR Bellring Brands Inc. | Add +7.6% | 0.66% | +0.15 |
| SUM Summit Materials Inc. Class A | Add +1.0% | 0.60% | +0.13 |
| LFSC F/M Emr Life Sciences in ETF | New | 0.09% | +0.09 |
| TROW T Rowe Price Group Inc. | Add +2.8% | 1.88% | +0.09 |
| JBL Jabil Inc. | Add +7.5% | 0.37% | +0.08 |
| GLW Corning Inc. | Add +11.7% | 0.54% | +0.07 |
| AMZN Amazon.com Inc. | Add +7.3% | 0.37% | +0.07 |
| TTWO Take-Two Interactive Softwre | Add +3.3% | 0.37% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +1.6% | 0.51% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +11.0% | 0.93% | +0.06 |
| TRMB Trimble Inc. | Add +0.2% | 0.52% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 0.40% | +0.05 |
| SAIA Saia Inc. | Add +8.2% | 0.49% | +0.05 |
| PRKS United Parks & Resorts Inc. | Add +12.2% | 0.26% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.05% | +0.05 |
| JLL Jones Lang Lasalle Inc. | Add +18.3% | 0.50% | +0.04 |
| CLF Cleveland-Cliffs Inc. | Add +271.3% | 0.07% | +0.04 |
| EAT Brinker International Inc. | New | 0.04% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +9.5% | 1.05% | +0.04 |
| PLMR Palomar Holdings Inc. | Add +6.8% | 0.29% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| CRM Salesforce Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | Add +8.1% | 0.23% | +0.03 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.03% | +0.03 |
| QYLD Global X Nasd 100 Cov Call | Add +12.5% | 0.30% | +0.03 |
| KHC The Kraft Heinz Co. | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | New | 0.03% | +0.03 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +12.0% | 0.21% | +0.02 |
| BA The Boeing Co. | Add +10.7% | 0.11% | +0.02 |
| IMCG iShares Morningstar Mid-Cap | Add +7.0% | 0.30% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +4.8% | 0.15% | +0.02 |
| CHDN Churchill Downs Inc. | Add +7.9% | 0.51% | +0.02 |
| H Hyatt Hotels Corp. Class A | Add +4.2% | 0.42% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.2% | 0.30% | +0.02 |
| WMT Walmart Inc. | Add +2.4% | 0.16% | +0.02 |
| DIS The Walt Disney Co. | Add +2.6% | 0.11% | +0.02 |
| MCK McKesson Corp. | Add +14.3% | 0.07% | +0.02 |
| AXP American Express Co. | Add +7.1% | 0.12% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +2.8% | 0.16% | +0.02 |
| CBRE CBRE Group Inc. Class A | Add +1.3% | 0.28% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 294 | $868.3M | GSLC, AAPL, MSFT, FBND, QQQM |
| Q1 2026 | 274 | $755.9M | GSLC, AAPL, MSFT, FBND, ISTB |
| Q4 2025 | 249 | $748.0M | GSLC, MSFT, AAPL, FBND, IHDG |
| Q3 2025 | 256 | $719.4M | GSLC, MSFT, AAPL, IHDG, FBND |
| Q2 2025 | 251 | $674.1M | GSLC, MSFT, AAPL, IHDG, FBND |
| Q1 2025 | 247 | $648.0M | AAPL, GSLC, MSFT, IHDG, SCHD |
| Q4 2024 | 254 | $656.7M | AAPL, MSFT, GSLC, IHDG, SCHD |
| Q3 2024 | 257 | $645.7M | MSFT, AAPL, GSLC, IHDG, SCHD |
| Q2 2024 | 252 | $594.9M | MSFT, AAPL, GSLC, IHDG, AMGN |
| Q1 2024 | 259 | $594.6M | MSFT, AAPL, GSLC, IHDG, AMGN |