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Portfolio (Quarterly) Guide ↗

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

· CIK 0001380137
13F Portfolio $748M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 249 New
Page 5 of 13  ·  249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP NEW CL A Technology 16,224.0 $2.2M 0.29% NEW $135.48 +21.0%
82 GOOGL ALPHABET INC CL A Communication Services 6,988.0 $2.2M 0.29% NEW $312.97 +17.6%
83 BERKSHIRE HATHAWAY INC DEL CL B NEW 4,344.0 $2.2M 0.29% NEW $502.30
84 RS RELIANCE STL & ALUM CO COM Basic Materials 7,538.0 $2.2M 0.29% NEW $288.27 +37.5%
85 OFLX OMEGA FLEX INC COM Industrials 73,803.0 $2.2M 0.29% NEW $29.40 +5.9%
86 DLR DIGITAL RLTY TR INC COM Real Estate 13,959.0 $2.2M 0.29% NEW $154.45 +21.8%
87 IAGG ISHARES TR CORE INTL AGGREGATE BD ETF 42,546.0 $2.1M 0.28% NEW $50.18 +0.7%
88 LMT LOCKHEED MARTIN CORP COM Industrials 4,381.0 $2.1M 0.28% NEW $482.99 +5.8%
89 CHDN CHURCHILL DOWNS INC Consumer Cyclical 18,432.0 $2.1M 0.28% NEW $113.50 -22.2%
90 ORCL ORACLE CORP COM Technology 10,350.0 $2.0M 0.27% NEW $194.88 -5.4%
91 AZO AUTOZONE INC Consumer Cyclical 597.0 $2.0M 0.27% NEW $3365.16 -8.9%
92 BOOM DMC GLOBAL INC COM Energy 296,910.0 $2.0M 0.27% NEW $6.70 +5.0%
93 SCCO SOUTHERN COPPER CORP DEL COM Basic Materials 13,765.0 $2.0M 0.26% NEW $143.48 +34.5%
94 VB VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF 7,354.0 $1.9M 0.26% NEW $260.67 +13.7%
95 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 35,430.0 $1.9M 0.26% NEW $53.74 +11.9%
96 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 7,271.0 $1.9M 0.25% NEW $257.05 -15.0%
97 PPG PPG INDS INC COM Basic Materials 18,052.0 $1.8M 0.25% NEW $102.37 +15.5%
98 INTC INTEL CORP COM Technology 49,724.0 $1.8M 0.24% NEW $36.84 +263.7%
99 IMCG ISHARES TR MORNINGSTAR MID CAP GROWTH ETF 22,378.0 $1.8M 0.24% NEW $79.99 +21.3%
100 SJM SMUCKER J M CO COM NEW Consumer Defensive 17,827.0 $1.7M 0.23% NEW $97.94 +13.2%
Page 5 of 13  ·  249 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Healthcare 16.5%
Industrials 11.0%
Financial Services 10.5%
Consumer Cyclical 6.9%
Consumer Defensive 6.1%
Energy 4.0%
Basic Materials 3.5%
Communication Services 2.9%
Real Estate 2.3%