Hunter Associates Investment Management LLC Portfolio Holdings

Hunter Associates Investment Management LLC

  • $657 Million
  • Q4 2024

Hunter Associates Investment Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $657 Million distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.9M, Microsoft Corp with a value of $37.7M, Goldman Sachs ETF Tr Activebet with a value of $34.8M, Wisdomtree Tr with a value of $23.9M, and Schwab Strategic Tr Us Dividen with a value of $19.1M.

Examining the 13F form we can see an increase of $10.9M in the current position value, from $646M to 657M.

Hunter Associates Investment Management LLC is based out at Pittsburgh, PA

Below you can find more details about Hunter Associates Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $657 Million
ETFs: $174 Million
Technology: $165 Million
Healthcare: $76.5 Million
Financial Services: $55.6 Million
Industrials: $46.4 Million
Consumer Defensive: $42.8 Million
Consumer Cyclical: $31.4 Million
Energy: $22.4 Million
Other: $35.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143M
$3.08 Million 0.47% of portfolio
419,643
Q4 2024 Added 19.14%
$284M
$3.03 Million 0.46% of portfolio
102,450
Q3 2024 Added 12.34%
$170M
$111,000 0.02% of portfolio
13,260
Q3 2024 New
$52M
$52,000 0.01% of portfolio
25,000
Q4 2024 Reduced 34.21%
$96.4M
$12,000 0.0% of portfolio
22,000
Q4 2024 Reduced 4.35%

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $657 Million
  • Prior Value $646 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 83 stocks
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