Filed: 8/5/2025ACC: 0001380137-25-000007
📋 What this filing means
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $674.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
251
Positions
$674.1K
Total AUM (reported)
9.29M
Total Shares
Allocation by class
COM$469.8K69.7%
ETF$204.3K30.3%
Portfolio Concentration
Top 3$112.4K16.7%
4–10$124.7K18.5%
11–25$128.2K19.0%
Rest$308.9K45.8%
Top 3 weight
16.7%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 9.29M
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
9.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole251
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings251
Rows:
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF
SOLEShares340.18K
TypeSH
Market value$41.3K
6.12%
Sole
0.00
Shared
0.00
None
340.18K
MICROSOFT CORP COM
SOLEShares82.90K
TypeSH
Market value$41.2K
6.12%
Sole
0.00
Shared
0.00
None
82.90K
APPLE
SOLEShares145.50K
TypeSH
Market value$29.9K
4.43%
Sole
0.00
Shared
0.00
None
145.50K
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD
SOLEShares494.86K
TypeSH
Market value$22.3K
3.30%
Sole
0.00
Shared
0.00
None
494.86K
FIDELITY MERRIMACK STR TR TOTAL BD ETF
SOLEShares419.91K
TypeSH
Market value$19.2K
2.85%
Sole
0.00
Shared
0.00
None
419.91K
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF
SOLEShares81.33K
TypeSH
Market value$18.4K
2.73%
Sole
0.00
Shared
0.00
None
81.33K
ISHARES TR CORE 1-5 YR USD BD ETF
SOLEShares362.91K
TypeSH
Market value$17.6K
2.61%
Sole
0.00
Shared
0.00
None
362.91K
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
SOLEShares663.94K
TypeSH
Market value$17.6K
2.61%
Sole
0.00
Shared
0.00
None
663.94K
BROADCOM INC COM
SOLEShares55.31K
TypeSH
Market value$15.2K
2.26%
Sole
0.00
Shared
0.00
None
55.31K
FISERV INC COM
SOLEShares83.23K
TypeSH
Market value$14.3K
2.13%
Sole
0.00
Shared
0.00
None
83.23K
AMGEN INC COM
SOLEShares51.25K
TypeSH
Market value$14.3K
2.12%
Sole
0.00
Shared
0.00
None
51.25K
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETF
SOLEShares139.18K
TypeSH
Market value$13.7K
2.03%
Sole
0.00
Shared
0.00
None
139.18K
RESMED INC COM
SOLEShares43.62K
TypeSH
Market value$11.3K
1.67%
Sole
0.00
Shared
0.00
None
43.62K
PRICE T ROWE GROUP INC COM
SOLEShares105.25K
TypeSH
Market value$10.2K
1.51%
Sole
0.00
Shared
0.00
None
105.25K
SHIFT4 PMTS INC CL A
SOLEShares89.10K
TypeSH
Market value$8.8K
1.31%
Sole
0.00
Shared
0.00
None
89.10K
CAPITAL GROUP FIXED INCOME ETF TR MUN INCOME ETF
SOLEShares316.97K
TypeSH
Market value$8.5K
1.25%
Sole
0.00
Shared
0.00
None
316.97K
CISCO SYSTEMS INC
SOLEShares117.31K
TypeSH
Market value$8.1K
1.21%
Sole
0.00
Shared
0.00
None
117.31K
PROCTER & GAMBLE CO COM
SOLEShares50.64K
TypeSH
Market value$8.1K
1.20%
Sole
0.00
Shared
0.00
None
50.64K
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETF
SOLEShares128.66K
TypeSH
Market value$7.3K
1.08%
Sole
0.00
Shared
0.00
None
128.66K
JOHNSON & JOHNSON COM
SOLEShares46.19K
TypeSH
Market value$7.1K
1.05%
Sole
0.00
Shared
0.00
None
46.19K
ACCENTURE PLC IRELAND CLASS SHS
SOLEShares22.83K
TypeSH
Market value$6.8K
1.01%
Sole
0.00
Shared
0.00
None
22.83K
VISA INC COM CL A
SOLEShares18.55K
TypeSH
Market value$6.6K
0.98%
Sole
0.00
Shared
0.00
None
18.55K
APPLIED DIGITAL CORP COM NEW
SOLEShares589.09K
TypeSH
Market value$5.9K
0.88%
Sole
0.00
Shared
0.00
None
589.09K
LILLY ELI & CO COM
SOLEShares7.56K
TypeSH
Market value$5.9K
0.87%
Sole
0.00
Shared
0.00
None
7.56K
PEPSICO INC COM
SOLEShares42.78K
TypeSH
Market value$5.6K
0.84%
Sole
0.00
Shared
0.00
None
42.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETFSOLE | ETF | 340.18K | SH | $41.3K 6.12% | 0.00 | 0.00 | 340.18K |
MICROSOFT CORP COMSOLE | COM | 82.90K | SH | $41.2K 6.12% | 0.00 | 0.00 | 82.90K |
APPLESOLE | COM | 145.50K | SH | $29.9K 4.43% | 0.00 | 0.00 | 145.50K |
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FDSOLE | ETF | 494.86K | SH | $22.3K 3.30% | 0.00 | 0.00 | 494.86K |
FIDELITY MERRIMACK STR TR TOTAL BD ETFSOLE | ETF | 419.91K | SH | $19.2K 2.85% | 0.00 | 0.00 | 419.91K |
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETFSOLE | ETF | 81.33K | SH | $18.4K 2.73% | 0.00 | 0.00 | 81.33K |
ISHARES TR CORE 1-5 YR USD BD ETFSOLE | ETF | 362.91K | SH | $17.6K 2.61% | 0.00 | 0.00 | 362.91K |
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETFSOLE | ETF | 663.94K | SH | $17.6K 2.61% | 0.00 | 0.00 | 663.94K |
BROADCOM INC COMSOLE | COM | 55.31K | SH | $15.2K 2.26% | 0.00 | 0.00 | 55.31K |
FISERV INC COMSOLE | COM | 83.23K | SH | $14.3K 2.13% | 0.00 | 0.00 | 83.23K |
AMGEN INC COMSOLE | COM | 51.25K | SH | $14.3K 2.12% | 0.00 | 0.00 | 51.25K |
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETFSOLE | ETF | 139.18K | SH | $13.7K 2.03% | 0.00 | 0.00 | 139.18K |
RESMED INC COMSOLE | COM | 43.62K | SH | $11.3K 1.67% | 0.00 | 0.00 | 43.62K |
PRICE T ROWE GROUP INC COMSOLE | COM | 105.25K | SH | $10.2K 1.51% | 0.00 | 0.00 | 105.25K |
SHIFT4 PMTS INC CL ASOLE | COM | 89.10K | SH | $8.8K 1.31% | 0.00 | 0.00 | 89.10K |
CAPITAL GROUP FIXED INCOME ETF TR MUN INCOME ETFSOLE | ETF | 316.97K | SH | $8.5K 1.25% | 0.00 | 0.00 | 316.97K |
CISCO SYSTEMS INCSOLE | COM | 117.31K | SH | $8.1K 1.21% | 0.00 | 0.00 | 117.31K |
PROCTER & GAMBLE CO COMSOLE | COM | 50.64K | SH | $8.1K 1.20% | 0.00 | 0.00 | 50.64K |
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETFSOLE | ETF | 128.66K | SH | $7.3K 1.08% | 0.00 | 0.00 | 128.66K |
JOHNSON & JOHNSON COMSOLE | COM | 46.19K | SH | $7.1K 1.05% | 0.00 | 0.00 | 46.19K |
ACCENTURE PLC IRELAND CLASS SHSSOLE | COM | 22.83K | SH | $6.8K 1.01% | 0.00 | 0.00 | 22.83K |
VISA INC COM CL ASOLE | COM | 18.55K | SH | $6.6K 0.98% | 0.00 | 0.00 | 18.55K |
APPLIED DIGITAL CORP COM NEWSOLE | COM | 589.09K | SH | $5.9K 0.88% | 0.00 | 0.00 | 589.09K |
LILLY ELI & CO COMSOLE | COM | 7.56K | SH | $5.9K 0.87% | 0.00 | 0.00 | 7.56K |
PEPSICO INC COMSOLE | COM | 42.78K | SH | $5.6K 0.84% | 0.00 | 0.00 | 42.78K |
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