Hunter Associates Investment Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Hunter Associates Investment Management LLC reported 274 stock positions worth $755.9 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 6.0% of the portfolio, followed by Apple (AAPL, 4.8%) and Microsoft (MSFT, 4.1%). Compared with Q4 2025, it opened 33 new positions, sold out of 8, added to 112 and reduced 84. The biggest buy was a new position in JPM Interntl Value ETF (JIVE) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PITTSBURGH, PA
- CIK
- 0001380137
- Portfolio Value
- $755.9M (Q1 2026)
- SEC Filing
- 0001380137-26-000003 ↗ filed Apr 27, 2026
Holdings Value
Holdings 274 stocks · $755.9M
| GSLC Goldman Activebeta US LC ETF | 5.98% | 360,535 | $45.2M | Add +1.2% |
| AAPL Apple Inc. | 4.82% | 143,501 | $36.4M | Reduce -1.2% |
| MSFT Microsoft Corp. | 4.08% | 83,346 | $30.9M | Reduce -0.2% |
| FBND Fidelity Total Bond ETF | 3.75% | 620,232 | $28.3M | Add +9.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 3.06% | 478,052 | $23.2M | Add +7.0% |
| QQQM Invesco Nasdaq 100 ETF | 2.88% | 91,849 | $21.8M | Add +3.2% |
| IHDG Wisdomtree International Hed | 2.70% | 423,435 | $20.4M | Reduce -13.4% |
| AMGN Amgen Inc. | 2.36% | 50,708 | $17.8M | Reduce -0.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.32% | 169,978 | $17.6M | Add +5.7% |
| SCHD Schwab US DVD Equity ETF | 2.32% | 571,216 | $17.5M | Reduce -1.1% |
| CGMU Cap Group Municipal Income | 2.01% | 559,824 | $15.2M | Add +12.0% |
| AVGO Broadcom Inc. | 1.97% | 48,072 | $14.9M | Reduce -0.8% |
| APLD Applied Digital Corp. | 1.58% | 502,685 | $11.9M | Add +1.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.49% | 264,079 | $11.2M | Add +14.5% |
| JNJ Johnson & Johnson | 1.44% | 44,632 | $10.9M | Reduce -0.7% |
| RMD Resmed Inc. | 1.23% | 41,519 | $9.3M | Reduce -0.6% |
| GLW Corning Inc. | 1.20% | 66,879 | $9.1M | Reduce -11.5% |
| CSCO Cisco Systems Inc. | 1.19% | 116,305 | $9.0M | Reduce -0.1% |
| JEPI JPMorgan Equity Premium Inco | 1.18% | 157,419 | $8.9M | Add +24.5% |
| SAIA Saia Inc. | 1.04% | 22,403 | $7.9M | Add +2.5% |
| PG The Procter & Gamble Co. | 0.99% | 51,665 | $7.5M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.98% | 43,721 | $7.4M | Reduce -2.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.98% | 81,980 | $7.4M | Reduce -21.8% |
| PEP Pepsico Inc. | 0.83% | 40,537 | $6.3M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.80% | 6,584 | $6.1M | Reduce -10.4% |
| FOUR SHIFT4 Payments Inc. Class A | 0.76% | 130,889 | $5.7M | Add +15.2% |
| V Visa Inc. Class A | 0.75% | 18,844 | $5.7M | Reduce -0.8% |
| FDX FedEx Corp. | 0.74% | 15,794 | $5.6M | Reduce -0.4% |
| H Hyatt Hotels Corp. Class A | 0.73% | 38,442 | $5.5M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.72% | 19,007 | $5.5M | Add +1.1% |
| CGCP Cap Group Core Plus Income | 0.72% | 242,720 | $5.4M | Add +23.1% |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 10,748 | $5.3M | Reduce -1.7% |
| TPL Texas Pacific Land Corp. | 0.70% | 11,094 | $5.3M | Reduce -9.1% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.69% | 60,947 | $5.2M | New |
| ABBV Abbvie Inc. | 0.66% | 23,085 | $5.0M | Reduce -0.1% |
| PM Philip Morris International | 0.64% | 29,394 | $4.9M | Add +1.4% |
| EXPE Expedia Group Inc. | 0.63% | 20,707 | $4.8M | Reduce -20.3% |
| CVX Chevron Corp. | 0.63% | 23,002 | $4.8M | Add +0.3% |
| JBL Jabil Inc. | 0.60% | 17,068 | $4.5M | Add +1.2% |
| JLL Jones Lang Lasalle Inc. | 0.59% | 14,617 | $4.4M | Reduce -4.3% |
| LH Labcorp Holdings Inc. | 0.58% | 16,323 | $4.4M | Reduce -2.3% |
| ACN Accenture PLC Class A | 0.57% | 21,673 | $4.3M | Reduce -5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.57% | 17,798 | $4.3M | Add +3.9% |
| FIX Comfort Systems USA Inc. | 0.55% | 2,988 | $4.1M | Reduce -13.7% |
| SPIT F/M Emerald Spec Sit ETF | 0.54% | 153,231 | $4.1M | Add +0.7% |
| LIND Lindblad Expeditions Holding | 0.51% | 223,015 | $3.9M | Reduce -2.4% |
| FNF Fidelity National Financial | 0.50% | 81,662 | $3.8M | Reduce -0.6% |
| ELMD Electromed Inc. | 0.47% | 150,800 | $3.5M | Add +25.1% |
| NXPI NXP Semiconductors NV | 0.47% | 17,811 | $3.5M | No change |
| SMG Scotts Miracle-Gro Co. | 0.45% | 56,505 | $3.4M | Add +3.8% |
| MS Morgan Stanley | 0.43% | 19,581 | $3.2M | Add +0.7% |
| KNF Knife River Corp. | 0.41% | 38,437 | $3.1M | Add +4.8% |
| ARLO Arlo Technologies Inc. | 0.41% | 217,965 | $3.1M | Add +9.6% |
| GBIL Goldman Sachs Access Treasur | 0.40% | 30,288 | $3.0M | Add +5.3% |
| VPG Vishay Precision Group | 0.40% | 69,763 | $3.0M | Add +9.7% |
| MO Altria Group Inc. | 0.40% | 45,732 | $3.0M | Add +3.7% |
| MCD McDonald's Corp. | 0.40% | 9,674 | $3.0M | Add +0.5% |
| BW Babcock & Wilcox Enterpr | 0.40% | 203,276 | $3.0M | New |
| JPM JPMorgan Chase & Co. | 0.40% | 10,168 | $3.0M | Add +3.7% |
| VGIT Vanguard Intermediate-Term T | 0.39% | 49,831 | $3.0M | Add +24.8% |
| TRMB Trimble Inc. | 0.39% | 44,951 | $2.9M | Add +3.7% |
| PFE Pfizer Inc. | 0.39% | 103,809 | $2.9M | Reduce -13.1% |
| IAGG iShares Intl Aggregate Bond | 0.37% | 56,071 | $2.8M | Add +31.8% |
| ODFL Old Dominion Freight Line | 0.37% | 14,288 | $2.8M | Reduce -2.8% |
| LMT Lockheed Martin Corp. | 0.36% | 4,556 | $2.7M | Add +4.0% |
| GPC Genuine Parts Co. | 0.36% | 25,717 | $2.7M | Add +26.8% |
| RTX RTX Corp. | 0.35% | 13,826 | $2.7M | Add +1.4% |
| ABT Abbott Laboratories | 0.35% | 25,757 | $2.6M | Add +0.1% |
| SYK Stryker Corp. | 0.35% | 8,003 | $2.6M | No change |
| SNPS Synopsys Inc. | 0.34% | 6,545 | $2.6M | Add +7.7% |
| PLMR Palomar Holdings Inc. | 0.34% | 21,567 | $2.6M | Add +6.4% |
| FAF First American Financial | 0.34% | 42,540 | $2.6M | Reduce -2.2% |
| DLR Digital Realty Trust Inc. | 0.33% | 13,959 | $2.5M | No change |
| PNC PNC Financial Services Group | 0.33% | 11,992 | $2.5M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.33% | 11,873 | $2.5M | Add +4.0% |
| SNA Snap-on Inc. | 0.32% | 6,697 | $2.4M | Add +4.4% |
| NVDA Nvidia Corp. | 0.32% | 13,862 | $2.4M | Add +8.0% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 23,354 | $2.4M | Reduce -45.1% |
| WM Waste Management Inc. | 0.31% | 10,205 | $2.3M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 8,224 | $2.3M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.31% | 8,063 | $2.3M | Add +15.4% |
| RS Reliance Inc. | 0.31% | 7,582 | $2.3M | Add +0.6% |
| OFLX Omega Flex Inc. | 0.30% | 73,653 | $2.3M | Reduce -0.2% |
| INTC Intel Corp. | 0.29% | 49,709 | $2.2M | Reduce -0.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.29% | 45,341 | $2.2M | Reduce -6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.28% | 4,466 | $2.1M | Add +2.8% |
| TTWO Take-Two Interactive Softwre | 0.28% | 10,749 | $2.1M | Reduce -0.3% |
| MDLZ Mondelez International Inc. Class A | 0.28% | 36,860 | $2.1M | Add +4.0% |
| AZO AutoZone Inc. | 0.28% | 619 | $2.1M | Add +3.7% |
| APH Amphenol Corp. Class A | 0.28% | 16,500 | $2.1M | Add +1.7% |
| FISV Fiserv Inc. | 0.27% | 37,190 | $2.1M | Reduce -3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 7,397 | $2.0M | Add +0.6% |
| PPG PPG Industries Inc. | 0.25% | 18,027 | $1.9M | Reduce -0.1% |
| CBRE CBRE Group Inc. Class A | 0.25% | 14,019 | $1.9M | Reduce -3.0% |
| SCCO Southern Copper Corp. | 0.25% | 10,838 | $1.9M | Reduce -21.3% |
| GS Goldman Sachs Group Inc. | 0.24% | 2,182 | $1.8M | Add +367.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.24% | 18,573 | $1.8M | Add +4.2% |
| BOOM DMC Global Inc. | 0.23% | 332,985 | $1.7M | Add +12.2% |
| LFSC F/M Emr Life Sciences in ETF | 0.23% | 49,739 | $1.7M | Add +8.3% |
| NEE Nextera Energy Inc. | 0.23% | 18,587 | $1.7M | Add +30.9% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.2% | 4.08% | −1.31 |
| IHDG Wisdomtree International Hed | Reduce -13.4% | 2.70% | −0.48 |
| AAPL Apple Inc. | Reduce -1.2% | 4.82% | −0.46 |
| TROW T Rowe Price Group Inc. | Reduce -21.8% | 0.98% | −0.46 |
| EXPE Expedia Group Inc. | Reduce -20.3% | 0.63% | −0.35 |
| AVGO Broadcom Inc. | Reduce -0.8% | 1.97% | −0.27 |
| SGOV iShares 0-3 Month Treasury B | Reduce -45.1% | 0.31% | −0.26 |
| ACN Accenture PLC Class A | Reduce -5.8% | 0.57% | −0.26 |
| LLY Eli Lilly & Co. | Reduce -10.4% | 0.80% | −0.25 |
| QYLD Global X Nasd 100 Cov Call | Reduce -44.1% | 0.18% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 0.70% | −0.15 |
| V Visa Inc. Class A | Reduce -0.8% | 0.75% | −0.14 |
| RMD Resmed Inc. | Reduce -0.6% | 1.23% | −0.11 |
| FNF Fidelity National Financial | Reduce -0.6% | 0.50% | −0.10 |
| JLL Jones Lang Lasalle Inc. | Reduce -4.3% | 0.59% | −0.10 |
| TTWO Take-Two Interactive Softwre | Reduce -0.3% | 0.28% | −0.09 |
| FISV Fiserv Inc. | Reduce -3.6% | 0.27% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.6% | 0.20% | −0.07 |
| CBRE CBRE Group Inc. Class A | Reduce -3.0% | 0.25% | −0.06 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -51.2% | 0.08% | −0.06 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.19% | −0.06 |
| FIS Fidelity National Info Serv | Reduce -0.7% | 0.11% | −0.05 |
| CLF Cleveland-Cliffs Inc. | Reduce -3.5% | 0.08% | −0.05 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.66% | −0.04 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.03 |
| PNR Pentair PLC | Sold out | 0.00% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -9.5% | 0.20% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -6.2% | 0.29% | −0.02 |
| GIS General Mills Inc. | Reduce -9.3% | 0.06% | −0.02 |
| SCCO Southern Copper Corp. | Reduce -21.3% | 0.25% | −0.02 |
| FAF First American Financial | Reduce -2.2% | 0.34% | −0.02 |
| ZVRA Zevra Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| IMCG iShares Morningstar Mid-Cap | Reduce -3.5% | 0.23% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -35.1% | 0.04% | −0.01 |
| PFE Pfizer Inc. | Reduce -13.1% | 0.39% | −0.01 |
| CGUS Cap Group Core Equity | Reduce -7.2% | 0.08% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -2.3% | 0.14% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.06% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -3.8% | 0.07% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -6.0% | 0.17% | −0.01 |
| MMM 3M Co. | Reduce -0.9% | 0.08% | −0.01 |
| HOLX Hologic Inc. | Reduce -3.5% | 0.22% | −0.01 |
| UPS United Parcel Service Class B | Reduce -4.0% | 0.13% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -17.4% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 0.09% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| JIVE JPM Interntl Value ETF | New | 0.69% | +0.69 |
| BW Babcock & Wilcox Enterpr | New | 0.40% | +0.40 |
| FBND Fidelity Total Bond ETF | Add +9.7% | 3.75% | +0.27 |
| FWRG First Watch Restaurant Group | New | 0.21% | +0.21 |
| JEPI JPMorgan Equity Premium Inco | Add +24.5% | 1.18% | +0.21 |
| GS Goldman Sachs Group Inc. | Add +367.2% | 0.24% | +0.19 |
| CGMU Cap Group Municipal Income | Add +12.0% | 2.01% | +0.18 |
| CVX Chevron Corp. | Add +0.3% | 0.63% | +0.16 |
| LMRI Lumexa Imaging Holdings Inc. | New | 0.16% | +0.16 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +7.0% | 3.06% | +0.15 |
| CGDV Cap Group Dividend Value | Add +14.5% | 1.49% | +0.14 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +5.7% | 2.32% | +0.12 |
| CGCP Cap Group Core Plus Income | Add +23.1% | 0.72% | +0.12 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.11% | +0.11 |
| SLV iShares Silver Trust | New | 0.09% | +0.09 |
| SAIA Saia Inc. | Add +2.5% | 1.04% | +0.09 |
| IAGG iShares Intl Aggregate Bond | Add +31.8% | 0.37% | +0.09 |
| JBL Jabil Inc. | Add +1.2% | 0.60% | +0.08 |
| GLD SPDR Gold Shares | New | 0.08% | +0.08 |
| LMT Lockheed Martin Corp. | Add +4.0% | 0.36% | +0.08 |
| CAPITOL SER TR | New | 0.08% | +0.08 |
| NEE Nextera Energy Inc. | Add +30.9% | 0.23% | +0.08 |
| VGIT Vanguard Intermediate-Term T | Add +24.8% | 0.39% | +0.07 |
| VPG Vishay Precision Group | Add +9.7% | 0.40% | +0.07 |
| VCIT Vanguard Int-Term Corporate | New | 0.07% | +0.07 |
| KNF Knife River Corp. | Add +4.8% | 0.41% | +0.07 |
| CGDG Cap Group Dividend Growers | New | 0.06% | +0.06 |
| MO Altria Group Inc. | Add +3.7% | 0.40% | +0.06 |
| PCG P G & E Corp. | New | 0.05% | +0.05 |
| GEV GE Vernova Inc. | Add +3.9% | 0.18% | +0.05 |
| RKLB Rocket Lab Corp. | New | 0.05% | +0.05 |
| PSX Phillips 66 | Add +0.1% | 0.17% | +0.05 |
| FNV Franco-Nevada Corp. | Add +49.4% | 0.10% | +0.04 |
| WPM Wheaton Precious Metals Corp. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +0.5% | 0.21% | +0.04 |
| PANW Palo Alto Networks Inc. | New | 0.04% | +0.04 |
| ARLO Arlo Technologies Inc. | Add +9.6% | 0.41% | +0.04 |
| MUB iShares National Muni Bond E | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +1.6% | 0.10% | +0.04 |
| ADI Analog Devices Inc. | New | 0.03% | +0.03 |
| NXT Nextpower Inc. | New | 0.03% | +0.03 |
| OAKM Oakmark US Large Cap ETF | New | 0.03% | +0.03 |
| VLO Valero Energy Corp. | New | 0.03% | +0.03 |
| ED Consolidated Edison Inc. | New | 0.03% | +0.03 |
| PPL PPL Corp. | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| CDIG City Dif Invest Global E ETF | New | 0.03% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.03% | +0.03 |
| PAVE Global X US Infrastructure | New | 0.03% | +0.03 |
| KEYS Keysight Technologies Inc. | New | 0.03% | +0.03 |
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 |