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HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1380137 · latest 13F-HR filed 2026-07-23

Backtest portfolio

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC manages $868.3K in 13F-reported U.S. long-equity assets across 294 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GSLC (5.92%), AAPL (4.81%), MSFT (3.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions, exited 5, added to 153, and trimmed 60.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
436 SEVENTH AVENUE
KOPPERS BUILDING 27TH FLOOR
PITTSBURGH, PA 15219
Phone
(412) 765-8927
Filing Manager
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
PITTSBURGH, PA
Signatory
Patrick Clark
CCO
Loading holdings…
AUM

$868.3K

Long-equity book

Holdings

294

Distinct positions

Period

2026-06-30

Filed 2026-07-23

Q/Q Activity

+25 / −5 / ↑153 / ↓60

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CORNING INC COM$7.6K +84.1%
  • GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF$6.3K +13.9%
  • INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF$6.1K +28.0%
  • APPLE$5.3K +14.6%
  • APPLIED DIGITAL CORP COM NEW$5.1K +43.1%
Show all 153 →

Top Trims

  • THE SCOTTS MIRACLE GRO CO HLDG CO-$2.0K -58.6%
  • ACCENTURE PLC IRELAND CLASS SHS-$1.6K -37.2%
  • RESMED INC COM-$1.4K -14.5%
  • EXXON MOBIL CORP COM-$1.3K -17.0%
  • CHEVRON CORP NEW COM-$913 -19.2%
Show all 60 →

New Positions

  • M-TRON INDS INC COM$4.6K
  • MAYVILLE ENGR CO INC COM$4.0K
  • FEDEX FGHT HLDG CO INC COM$1.1K
  • FIRSTENERGY CORP COM$1.0K
  • MAMA S CREATIONS INC COM$756
Show all 25 →

Exited Positions

  • HOLOGIC INC COM$1.7K
  • LUMEXA IMAGING HLDGS INC COM$1.2K
  • HONEYWELL INTL INC COM$1.1K
  • HERC HLDGS INC COM$787
  • WHEATON PRECIOUS METALS CORP$304
Show all 5 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF GSLC 381430503 $51.4K 5.92% 362,397 SH
2 APPLE AAPL 037833100 $41.7K 4.81% 144,253 SH
3 MICROSOFT CORP COM MSFT 594918104 $31.7K 3.65% 84,899 SH
4 FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND 316188309 $30.2K 3.48% 663,881 SH
5 INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF QQQM 46138G649 $27.9K 3.21% 91,944 SH
6 ISHARES TR CORE 1-5 YR USD BD ETF ISTB 46432F859 $24.1K 2.77% 499,846 SH
7 WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD IHDG 97717X594 $21.7K 2.50% 414,813 SH
8 INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETF XMHQ 46137V472 $19.9K 2.29% 176,086 SH
9 AMGEN INC COM AMGN 031162100 $18.2K 2.10% 50,313 SH
10 BROADCOM INC COM AVGO 11135F101 $18.2K 2.10% 48,193 SH
11 SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF SCHD 808524797 $17.8K 2.05% 560,479 SH
12 APPLIED DIGITAL CORP COM NEW APLD 038169207 $17.1K 1.97% 457,830 SH
13 CORNING INC COM GLW 219350105 $16.7K 1.93% 65,524 SH
14 CAPITAL GROUP FIXED INCOME ETF TR MUN INCOME ETF CGMU 14020Y201 $16.0K 1.84% 582,270 SH
15 CAPITAL GROUP DIVID VALUE ETF CGDV 14020W106 $14.6K 1.68% 296,436 SH
16 CISCO SYSTEMS INC CSCO 17275R102 $13.7K 1.58% 116,413 SH
17 JOHNSON & JOHNSON COM JNJ 478160104 $11.8K 1.36% 46,617 SH
18 J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETF JEPI 46641Q332 $9.4K 1.08% 166,377 SH
19 PRICE T ROWE GROUP INC COM TROW 74144T108 $9.3K 1.07% 82,028 SH
20 SAIA INC COM SAIA 78709Y105 $9.3K 1.07% 22,000 SH
21 RESMED INC COM RMD 761152107 $8.0K 0.92% 40,887 SH
22 PROCTER & GAMBLE CO COM PG 742718109 $7.8K 0.90% 53,269 SH
23 HYATT HOTELS CORP COM CL A H 448579102 $7.4K 0.86% 38,344 SH
24 INTEL CORP COM INTC 458140100 $7.3K 0.84% 52,115 SH
25 LILLY ELI & CO COM LLY 532457108 $7.2K 0.83% 6,021 SH
26 VISHAY PRECISION GROUP INC COM VPG 92835K103 $6.9K 0.79% 46,035 SH
27 ALPHABET INC CAP STK CL C GOOG 02079K107 $6.8K 0.78% 19,123 SH
28 ELECTROMED INC COM ELMD 285409108 $6.6K 0.76% 155,878 SH
29 VISA INC COM CL A V 92826C839 $6.5K 0.75% 18,857 SH
30 SHIFT4 PMTS INC CL A FOUR 82452J109 $6.4K 0.74% 131,472 SH
31 J P MORGAN EXCHANGE-TRADED FD TR JPMORGAN INTL VALUE ETF JIVE 46654Q757 $6.3K 0.73% 68,957 SH
32 LINDBLAD EXPEDITIONS HLDGS INC COM LIND 535219109 $6.3K 0.72% 222,040 SH
33 EXXON MOBIL CORP COM XOM 30231G102 $6.2K 0.71% 44,991 SH
34 ABBVIE INC COM ABBV 00287Y109 $5.8K 0.67% 23,181 SH
35 CAPITAL GROUP FIXED INCOME ETF TR CORE PLUS INCOME ETF CGCP 14020Y102 $5.8K 0.66% 257,955 SH
36 PEPSICO INC COM PEP 713448108 $5.7K 0.65% 41,939 SH
37 JABIL INC COM JBL 466313103 $5.6K 0.64% 14,529 SH
38 EXPEDIA GROUP INC COM NEW EXPE 30212P303 $5.5K 0.64% 21,545 SH
39 THERMO FISHER SCIENTIFIC INC TMO 883556102 $5.5K 0.63% 10,919 SH
40 COMFORT SYS USA INC COM FIX 199908104 $5.5K 0.63% 2,761 SH
41 ARLO TECHNOLOGIES INC COM ARLO 04206A101 $5.4K 0.62% 398,530 SH
42 PHILIP MORRIS INTL INC COM PM 718172109 $5.3K 0.61% 29,476 SH
43 RBB FD INC F/M EMERALD SPL SITUATIONS ETF SPIT 74933W114 $5.3K 0.61% 152,389 SH
44 INTERNATIONAL BUSINESS MACHS CORP COM IBM 459200101 $5.1K 0.58% 18,007 SH
45 NXP SEMICONDUCTORS NV COM NXPI N6596X109 $4.9K 0.57% 17,583 SH
46 BABCOCK & WILCOX ENTERPRISES INC COM NEW BW 05614L209 $4.9K 0.57% 349,323 SH
47 FEDEX CORP COM FDX 31428X106 $4.9K 0.56% 15,622 SH
48 TEXAS PAC LD CORP COM TPL 88262P102 $4.8K 0.56% 11,020 SH
49 JONES LANG LASALLE INC COM JLL 48020Q107 $4.7K 0.54% 15,206 SH
50 M-TRON INDS INC COM MPTI 55380K109 $4.6K 0.53% 46,804 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-23 $868.3K 294 0001380137-26-000004
2026-03-31 2026-04-27 $755.9K 274 0001380137-26-000003
2025-12-31 2026-01-21 $748.0K 249 0001380137-26-000001