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Portfolio (Quarterly) Guide ↗

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

· CIK 0001380137
13F Portfolio $756M AUM 274 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 33 New 100 Added 72 Reduced 8 Exited
Page 3 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LH LABCORP HLDGS INC COM Healthcare 16,323.0 $4.4M 0.58% -382.0 -2.3% $266.74 -4.1%
42 ACN ACCENTURE PLC IRELAND CLASS SHS Technology 21,673.0 $4.3M 0.57% -1K -5.8% $198.54 -35.5%
43 IBM INTERNATIONAL BUSINESS MACHS CORP COM Technology 17,798.0 $4.3M 0.57% +672.0 +3.9% $241.54 +3.1%
44 FIX COMFORT SYS USA INC COM Industrials 2,988.0 $4.1M 0.55% -476.0 -13.7% $1379.52 +42.6%
45 SPIT RBB FD INC F/M EMERALD SPL SITUATIONS ETF 153,231.0 $4.1M 0.54% +986.0 +0.7% $26.55 +27.7%
46 LIND LINDBLAD EXPEDITIONS HLDGS INC COM Consumer Cyclical 223,015.0 $3.9M 0.51% -5K -2.4% $17.32 +48.7%
47 FNF FIDELITY NATL FINL INC NEW FNF GROUP Financial Services 81,662.0 $3.8M 0.50% -491.0 -0.6% $46.37 +1.0%
48 ELMD ELECTROMED INC COM Healthcare 150,800.0 $3.5M 0.47% +30K +25.1% $23.40 +65.3%
49 NXPI NXP SEMICONDUCTORS NV COM Technology 17,811.0 $3.5M 0.47% $197.63 +58.5%
50 SMG THE SCOTTS MIRACLE GRO CO HLDG CO Basic Materials 56,505.0 $3.4M 0.45% +2K +3.8% $60.72 +6.5%
51 MS MORGAN STANLEY COM NEW Financial Services 19,581.0 $3.2M 0.43% +135.0 +0.7% $164.45 +35.7%
52 KNF KNIFE RIV HLDG CO COM Basic Materials 38,437.0 $3.1M 0.41% +2K +4.8% $81.59 +5.7%
53 ARLO ARLO TECHNOLOGIES INC COM Industrials 217,965.0 $3.1M 0.41% +19K +9.6% $14.22 -8.2%
54 GBIL GOLDMAN SACHS ETF TR TR ACCESS TREASURY 0-1 YR ETF 30,288.0 $3.0M 0.40% +2K +5.3% $100.20 -0.1%
55 VPG VISHAY PRECISION GROUP INC COM Technology 69,763.0 $3.0M 0.40% +6K +9.7% $43.46 +225.2%
56 MO ALTRIA GROUP INC COM Consumer Defensive 45,732.0 $3.0M 0.40% +2K +3.7% $66.06 +4.6%
57 MCD MCDONALDS CORP Consumer Cyclical 9,674.0 $3.0M 0.40% $310.73 -10.3%
58 BW BABCOCK & WILCOX ENTERPRISES INC COM NEW Industrials 203,276.0 $3.0M 0.40% NEW $14.71 +18.1%
59 JPM JPMORGAN CHASE Financial Services 10,168.0 $3.0M 0.40% +364.0 +3.7% $294.06 +10.6%
60 VGIT VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD 49,831.0 $3.0M 0.39% +10K +24.8% $59.58 -1.2%
Page 3 of 14  ·  274 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 32.6%
Healthcare 16.5%
Industrials 12.8%
Financial Services 9.8%
Consumer Cyclical 6.8%
Consumer Defensive 6.5%
Energy 5.3%
Basic Materials 3.7%
Communication Services 2.7%
Real Estate 2.2%