Filed: 4/30/2025ACC: 0001380137-25-000003
📋 What this filing means
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 247 equity positions with a total reported market value of $648.0K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
247
Positions
$648.0K
Total AUM (reported)
8.85M
Total Shares
Allocation by class
COM$460.4K71.1%
ETF$187.6K28.9%
Portfolio Concentration
Top 3$103.5K16.0%
4–10$125.5K19.4%
11–25$123.2K19.0%
Rest$295.8K45.6%
Top 3 weight
16.0%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 8.85M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.85M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole247
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings247
Rows:
APPLE
SOLEShares162.13K
TypeSH
Market value$36.0K
5.56%
Sole
0.00
Shared
0.00
None
162.13K
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF
SOLEShares311.79K
TypeSH
Market value$34.3K
5.30%
Sole
0.00
Shared
0.00
None
311.79K
MICROSOFT CORP COM
SOLEShares88.28K
TypeSH
Market value$33.1K
5.12%
Sole
0.00
Shared
0.00
None
88.28K
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD
SOLEShares503.90K
TypeSH
Market value$21.9K
3.37%
Sole
0.00
Shared
0.00
None
503.90K
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
SOLEShares689.24K
TypeSH
Market value$19.3K
2.97%
Sole
0.00
Shared
0.00
None
689.24K
FIDELITY MERRIMACK STR TR TOTAL BD ETF
SOLEShares404.92K
TypeSH
Market value$18.5K
2.85%
Sole
0.00
Shared
0.00
None
404.92K
FISERV INC COM
SOLEShares83.20K
TypeSH
Market value$18.4K
2.84%
Sole
0.00
Shared
0.00
None
83.20K
ISHARES TR CORE 1-5 YR USD BD ETF
SOLEShares364.80K
TypeSH
Market value$17.6K
2.72%
Sole
0.00
Shared
0.00
None
364.80K
AMGEN INC COM
SOLEShares53.44K
TypeSH
Market value$16.7K
2.57%
Sole
0.00
Shared
0.00
None
53.44K
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF
SOLEShares68.64K
TypeSH
Market value$13.3K
2.05%
Sole
0.00
Shared
0.00
None
68.64K
RESMED INC COM
SOLEShares50.23K
TypeSH
Market value$11.3K
1.74%
Sole
0.00
Shared
0.00
None
50.23K
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETF
SOLEShares118.02K
TypeSH
Market value$10.8K
1.66%
Sole
0.00
Shared
0.00
None
118.02K
PRICE T ROWE GROUP INC COM
SOLEShares111.02K
TypeSH
Market value$10.2K
1.57%
Sole
0.00
Shared
0.00
None
111.02K
BROADCOM INC COM
SOLEShares55.80K
TypeSH
Market value$9.3K
1.44%
Sole
0.00
Shared
0.00
None
55.80K
PROCTER & GAMBLE CO COM
SOLEShares53.39K
TypeSH
Market value$9.1K
1.40%
Sole
0.00
Shared
0.00
None
53.39K
JOHNSON & JOHNSON COM
SOLEShares49.16K
TypeSH
Market value$8.2K
1.26%
Sole
0.00
Shared
0.00
None
49.16K
VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF
SOLEShares159.76K
TypeSH
Market value$7.9K
1.22%
Sole
0.00
Shared
0.00
None
159.76K
ACCENTURE PLC IRELAND CLASS SHS
SOLEShares25.25K
TypeSH
Market value$7.9K
1.22%
Sole
0.00
Shared
0.00
None
25.25K
CISCO SYSTEMS INC
SOLEShares123.39K
TypeSH
Market value$7.6K
1.17%
Sole
0.00
Shared
0.00
None
123.39K
TEXAS PAC LD CORP COM
SOLEShares5.28K
TypeSH
Market value$7.0K
1.08%
Sole
0.00
Shared
0.00
None
5.28K
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETF
SOLEShares120.88K
TypeSH
Market value$6.9K
1.07%
Sole
0.00
Shared
0.00
None
120.88K
PEPSICO INC COM
SOLEShares46.11K
TypeSH
Market value$6.9K
1.07%
Sole
0.00
Shared
0.00
None
46.11K
SHIFT4 PMTS INC CL A
SOLEShares82.99K
TypeSH
Market value$6.8K
1.05%
Sole
0.00
Shared
0.00
None
82.99K
VISA INC COM CL A
SOLEShares19.13K
TypeSH
Market value$6.7K
1.04%
Sole
0.00
Shared
0.00
None
19.13K
THERMO FISHER SCIENTIFIC INC
SOLEShares13.40K
TypeSH
Market value$6.7K
1.03%
Sole
0.00
Shared
0.00
None
13.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLESOLE | COM | 162.13K | SH | $36.0K 5.56% | 0.00 | 0.00 | 162.13K |
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETFSOLE | ETF | 311.79K | SH | $34.3K 5.30% | 0.00 | 0.00 | 311.79K |
MICROSOFT CORP COMSOLE | COM | 88.28K | SH | $33.1K 5.12% | 0.00 | 0.00 | 88.28K |
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FDSOLE | ETF | 503.90K | SH | $21.9K 3.37% | 0.00 | 0.00 | 503.90K |
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFSOLE | ETF | 689.24K | SH | $19.3K 2.97% | 0.00 | 0.00 | 689.24K |
FIDELITY MERRIMACK STR TR TOTAL BD ETFSOLE | ETF | 404.92K | SH | $18.5K 2.85% | 0.00 | 0.00 | 404.92K |
FISERV INC COMSOLE | COM | 83.20K | SH | $18.4K 2.84% | 0.00 | 0.00 | 83.20K |
ISHARES TR CORE 1-5 YR USD BD ETFSOLE | ETF | 364.80K | SH | $17.6K 2.72% | 0.00 | 0.00 | 364.80K |
AMGEN INC COMSOLE | COM | 53.44K | SH | $16.7K 2.57% | 0.00 | 0.00 | 53.44K |
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETFSOLE | ETF | 68.64K | SH | $13.3K 2.05% | 0.00 | 0.00 | 68.64K |
RESMED INC COMSOLE | COM | 50.23K | SH | $11.3K 1.74% | 0.00 | 0.00 | 50.23K |
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETFSOLE | ETF | 118.02K | SH | $10.8K 1.66% | 0.00 | 0.00 | 118.02K |
PRICE T ROWE GROUP INC COMSOLE | COM | 111.02K | SH | $10.2K 1.57% | 0.00 | 0.00 | 111.02K |
BROADCOM INC COMSOLE | COM | 55.80K | SH | $9.3K 1.44% | 0.00 | 0.00 | 55.80K |
PROCTER & GAMBLE CO COMSOLE | COM | 53.39K | SH | $9.1K 1.40% | 0.00 | 0.00 | 53.39K |
JOHNSON & JOHNSON COMSOLE | COM | 49.16K | SH | $8.2K 1.26% | 0.00 | 0.00 | 49.16K |
VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETFSOLE | ETF | 159.76K | SH | $7.9K 1.22% | 0.00 | 0.00 | 159.76K |
ACCENTURE PLC IRELAND CLASS SHSSOLE | COM | 25.25K | SH | $7.9K 1.22% | 0.00 | 0.00 | 25.25K |
CISCO SYSTEMS INCSOLE | COM | 123.39K | SH | $7.6K 1.17% | 0.00 | 0.00 | 123.39K |
TEXAS PAC LD CORP COMSOLE | COM | 5.28K | SH | $7.0K 1.08% | 0.00 | 0.00 | 5.28K |
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETFSOLE | ETF | 120.88K | SH | $6.9K 1.07% | 0.00 | 0.00 | 120.88K |
PEPSICO INC COMSOLE | COM | 46.11K | SH | $6.9K 1.07% | 0.00 | 0.00 | 46.11K |
SHIFT4 PMTS INC CL ASOLE | COM | 82.99K | SH | $6.8K 1.05% | 0.00 | 0.00 | 82.99K |
VISA INC COM CL ASOLE | COM | 19.13K | SH | $6.7K 1.04% | 0.00 | 0.00 | 19.13K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 13.40K | SH | $6.7K 1.03% | 0.00 | 0.00 | 13.40K |
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