HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CIK 1380137 · Holdings on Dec 31, 2023 · First reported Jan 31, 2024
Top ten holdings
Q4 2023- MSFT6.54%
- AAPL5.75%
- GSLC4.15%
- AMGN2.91%
- IHDG2.77%
- FISV2.12%
- SCHD1.92%
- TROW1.91%
- ISTB1.71%
- QQQM1.70%
Share classes counted separately31.48%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $35.74M | 6.54% | 95.06K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $31.42M | 5.75% | 163.22K shares | — | ↗▾ | |
| 03 | GSLCGOLDMAN ACTIVEBETA US LC ETFETF View history and evidence | $22.65M | 4.15% | 241.38K shares | — | ↗▾ | |
| 04 | AMGNAMGEN INC View history and evidence | $15.91M | 2.91% | 55.24K shares | — | ↗▾ | |
| 05 | IHDGWISDOMTREE INTERNATIONAL HEDETF View history and evidence | $15.13M | 2.77% | 360.53K shares | — | ↗▾ | |
| 06 | FISVFISERV INC View history and evidence | $11.57M | 2.12% | 87.07K shares | — | ↗▾ | |
| 07 | SCHDSCHWAB US DVD EQUITY ETFETF View history and evidence | $10.47M | 1.92% | 137.28K shares | — | ↗▾ | |
| 08 | TROWT ROWE PRICE GROUP INC View history and evidence | $10.45M | 1.91% | 96.96K shares | — | ↗▾ | |
| 09 | ISTBISHARES CORE 1-5 YEAR USD BOETF View history and evidence | $9.36M | 1.71% | 196.93K shares | — | ↗▾ | |
| 10 | QQQMINVESCO NASDAQ 100 ETFETF View history and evidence | $9.31M | 1.70% | 55.09K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 5
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMT AMERICAN TOWER CORP | Non-derivative | — | — | SEC filing ↗ | |
| CENX CENTURY ALUMINUM COMPANY | Non-derivative | — | — | SEC filing ↗ | |
| VMW VMWARE INC-CLASS A | Non-derivative | — | — | SEC filing ↗ |
3 / 5 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1380137 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 546292
}Research all 263 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.