Hunter Associates Investment Management LLC

13F filer · CIK 0001380137

Reported Jul 23, 2026

Net buyer this quarter

13F portfolio value$868MU.S. long equity reported on 13F

Positions23317 new · 4 closed

Net flow last quarter+$5.57MBuys minus sells

Top 10 positions weight21.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 23, 2026233 positions
AAPLApple Inc.	$41.7M	4.81%	0.00%	+0.5%	Q2 2013
MSFTMicrosoft Corp	$31.7M	3.65%	0.00%	+1.9%	Q2 2013
AMGNAmgen Inc	$18.2M	2.10%	0.01%	-0.8%	Q2 2013
AVGOBroadcom Inc.	$18.2M	2.10%	0.00%	+0.3%	Q1 2020
APLDApplied Digital Corp.	$17.1M	1.97%	0.16%	-8.9%	Q2 2023
GLWCorning Inc	$16.7M	1.93%	0.01%	-2.0%	Q2 2013
CSCOCisco Systems, Inc.	$13.7M	1.58%	0.00%	+0.1%	Q2 2013
JNJJohnson & Johnson	$11.8M	1.36%	0.00%	+4.5%	Q2 2013
TROWPrice T Rowe Group Inc	$9.33M	1.07%	0.04%	+0.1%	Q2 2013
SAIASaia Inc	$9.26M	1.07%	0.08%	-1.8%	Q1 2023
RMDResmed Inc	$7.96M	0.92%	0.03%	-1.5%	Q2 2013
PGPROCTER & GAMBLE Co	$7.81M	0.90%	0.00%	+3.1%	Q2 2013
HHyatt Hotels Corp	$7.44M	0.86%	Not reported	-0.3%	Q1 2023
INTCIntel Corp	$7.28M	0.84%	0.00%	+4.8%	Q2 2013
LLYELI LILLY & Co	$7.22M	0.83%	0.00%	-8.6%	Q2 2013
VPGVishay Precision Group, Inc.	$6.87M	0.79%	0.38%	-34.0%	Q4 2025
GOOGAlphabet Inc.	$6.75M	0.78%	Not reported	+0.6%	Q4 2015
ELMDElectromed, Inc.	$6.6M	0.76%	1.86%	+3.4%	Q1 2021
VVisa Inc.	$6.48M	0.75%	0.00%	+0.1%	Q2 2013
FOURShift4 Payments, Inc.	$6.4M	0.74%	0.17%	+0.5%	Q3 2023
JIVEJive Software, Inc.	$6.34M	0.73%	0.09%	+13.1%	Q1 2026
LINDLindblad Expeditions Holdings, Inc.	$6.27M	0.72%	0.34%	-0.4%	Q4 2019
XOMExxonMobil Holdings Corp	$6.16M	0.71%	0.00%	+2.9%	Q2 2013
ABBVAbbVie Inc.	$5.83M	0.67%	0.00%	+0.4%	Q2 2013
CGCPCardiogenesis Corp	$5.75M	0.66%	Not reported	+6.3%	Q2 2024
PEPPepsico Inc	$5.68M	0.65%	0.00%	+3.5%	Q2 2013
JBLJabil Inc	$5.6M	0.64%	0.01%	-14.9%	Q1 2021
EXPEExpedia Group, Inc.	$5.53M	0.64%	0.02%	+4.1%	Q1 2023
TMOThermo Fisher Scientific Inc.	$5.48M	0.63%	0.00%	+1.6%	Q2 2013
FIXComfort Systems USA Inc	$5.47M	0.63%	0.01%	-7.6%	Q4 2020
ARLOArlo Technologies, Inc.	$5.38M	0.62%	0.37%	+82.8%	Q2 2025
PMPhilip Morris International Inc.	$5.33M	0.61%	0.00%	+0.3%	Q2 2013
IBMInternational Business Machines Corp	$5.05M	0.58%	0.00%	+1.2%	Q2 2013
NXPINXP Semiconductors N.V.	$4.93M	0.57%	0.01%	-1.3%	Q3 2015
BWBabcock & Wilcox Enterprises, Inc.	$4.92M	0.57%	0.23%	+71.9%	Q1 2026
FDXFedex Corp	$4.89M	0.56%	0.01%	-1.1%	Q2 2013
TPLTexas Pacific Land Corp	$4.82M	0.56%	0.02%	-0.7%	Q2 2013
JLLJones Lang Lasalle Inc	$4.71M	0.54%	0.03%	+4.0%	Q1 2024
MPTIM-tron Industries, Inc.	$4.63M	0.53%	1.08%	New	Q2 2026
LHLabcorp Holdings Inc.	$4.6M	0.53%	0.02%	+0.6%	Q2 2024
MECMayville Engineering Company, Inc.	$4.03M	0.46%	0.42%	New	Q2 2026
MSMorgan Stanley	$3.88M	0.45%	0.00%	-5.4%	Q1 2021
CVXChevron Corp	$3.85M	0.44%	0.00%	+0.8%	Q2 2013
KNFKnife River Corp	$3.39M	0.39%	0.07%	+5.0%	Q2 2025
JPMJPMorgan Chase & Co	$3.34M	0.38%	0.00%	+0.4%	Q2 2013
MOAltria Group, Inc.	$3.33M	0.38%	0.00%	+1.3%	Q2 2013
GEGeneral Electric Co	$3.29M	0.38%	0.00%	+7.1%	Q3 2021
FNFFidelity National Financial, Inc.	$3.04M	0.35%	0.02%	-21.3%	Q2 2013
PLMRPalomar Holdings, Inc.	$3.03M	0.35%	0.09%	+10.4%	Q1 2023
GOOGLAlphabet Inc.	$2.97M	0.34%	0.00%	+3.1%	Q4 2015

Q1 2026Reported Apr 27, 2026218 positions
AAPLApple Inc.	$36.4M	4.82%	0.00%	-1.2%	Q2 2013
MSFTMicrosoft Corp	$30.9M	4.08%	0.00%	-0.2%	Q2 2013
AMGNAmgen Inc	$17.8M	2.36%	0.01%	-0.6%	Q2 2013
AVGOBroadcom Inc.	$14.9M	1.97%	0.00%	-0.8%	Q1 2020
APLDApplied Digital Corp.	$11.9M	1.58%	0.18%	+1.5%	Q2 2023
JNJJohnson & Johnson	$10.9M	1.44%	0.00%	-0.7%	Q2 2013
RMDResmed Inc	$9.31M	1.23%	0.03%	-0.6%	Q2 2013
GLWCorning Inc	$9.09M	1.20%	0.01%	-11.5%	Q2 2013
CSCOCisco Systems, Inc.	$9.03M	1.19%	0.00%	-0.1%	Q2 2013
SAIASaia Inc	$7.87M	1.04%	0.08%	+2.5%	Q1 2023
PGPROCTER & GAMBLE Co	$7.47M	0.99%	0.00%	+1.6%	Q2 2013
XOMExxonMobil Holdings Corp	$7.42M	0.98%	0.00%	-2.3%	Q2 2013
TROWPrice T Rowe Group Inc	$7.39M	0.98%	0.04%	-21.8%	Q2 2013
PEPPepsico Inc	$6.3M	0.83%	0.00%	-0.2%	Q2 2013
LLYELI LILLY & Co	$6.06M	0.80%	0.00%	-10.4%	Q2 2013
FOURShift4 Payments, Inc.	$5.73M	0.76%	0.16%	+15.2%	Q3 2023
VVisa Inc.	$5.7M	0.75%	0.00%	-0.8%	Q2 2013
FDXFedex Corp	$5.62M	0.74%	0.01%	-0.4%	Q2 2013
HHyatt Hotels Corp	$5.52M	0.73%	Not reported	+4.8%	Q1 2023
GOOGAlphabet Inc.	$5.45M	0.72%	Not reported	+1.2%	Q4 2015
CGCPCardiogenesis Corp	$5.42M	0.72%	Not reported	+23.1%	Q2 2024
TMOThermo Fisher Scientific Inc.	$5.28M	0.70%	0.00%	-1.7%	Q2 2013
TPLTexas Pacific Land Corp	$5.26M	0.70%	0.02%	-9.1%	Q2 2013
JIVEJive Software, Inc.	$5.22M	0.69%	0.08%	New	Q1 2026
ABBVAbbVie Inc.	$5.02M	0.66%	0.00%	-0.1%	Q2 2013
PMPhilip Morris International Inc.	$4.87M	0.64%	0.00%	+1.4%	Q2 2013
EXPEExpedia Group, Inc.	$4.78M	0.63%	0.02%	-20.3%	Q1 2023
CVXChevron Corp	$4.76M	0.63%	0.00%	+0.3%	Q2 2013
JBLJabil Inc	$4.54M	0.60%	0.02%	+1.2%	Q1 2021
JLLJones Lang Lasalle Inc	$4.44M	0.59%	0.03%	-4.3%	Q1 2024
LHLabcorp Holdings Inc.	$4.35M	0.58%	0.02%	-2.3%	Q2 2024
ACNAccenture plc	$4.3M	0.57%	0.00%	-5.8%	Q2 2013
IBMInternational Business Machines Corp	$4.3M	0.57%	0.00%	+3.9%	Q2 2013
FIXComfort Systems USA Inc	$4.12M	0.55%	0.01%	-13.7%	Q4 2020
LINDLindblad Expeditions Holdings, Inc.	$3.86M	0.51%	0.34%	-2.4%	Q4 2019
FNFFidelity National Financial, Inc.	$3.79M	0.50%	0.03%	-0.6%	Q2 2013
ELMDElectromed, Inc.	$3.53M	0.47%	1.82%	+25.1%	Q1 2021
NXPINXP Semiconductors N.V.	$3.52M	0.47%	0.01%	Not reported	Q3 2015
SMGScotts Miracle-Gro Co	$3.43M	0.45%	0.10%	+3.8%	Q1 2023
MSMorgan Stanley	$3.22M	0.43%	0.00%	+0.7%	Q1 2021
KNFKnife River Corp	$3.14M	0.41%	0.07%	+4.9%	Q2 2025
ARLOArlo Technologies, Inc.	$3.1M	0.41%	0.20%	+9.6%	Q2 2025
VPGVishay Precision Group, Inc.	$3.03M	0.40%	0.57%	+9.7%	Q4 2025
MOAltria Group, Inc.	$3.02M	0.40%	0.00%	+3.7%	Q2 2013
MCDMcdonalds Corp	$3.01M	0.40%	0.00%	+0.5%	Q2 2013
BWBabcock & Wilcox Enterprises, Inc.	$2.99M	0.40%	0.15%	New	Q1 2026
JPMJPMorgan Chase & Co	$2.99M	0.40%	0.00%	+3.7%	Q2 2013
TRMBTrimble Inc.	$2.93M	0.39%	0.02%	+3.7%	Q1 2023
PFEPfizer Inc	$2.92M	0.39%	0.00%	-13.1%	Q2 2013
ODFLOld Dominion Freight Line, Inc.	$2.79M	0.37%	0.01%	-2.8%	Q1 2023

Q4 2025Reported Jan 21, 2026202 positions
MSFTMicrosoft Corp	$40.4M	5.40%	0.00%	-0.6%	Q2 2013
AAPLApple Inc.	$39.5M	5.28%	0.00%	-0.4%	Q2 2013
AVGOBroadcom Inc.	$16.8M	2.24%	0.00%	-2.2%	Q1 2020
AMGNAmgen Inc	$16.7M	2.23%	0.01%	0.0%	Q2 2013
APLDApplied Digital Corp.	$12.1M	1.62%	0.18%	-1.6%	Q2 2023
TROWPrice T Rowe Group Inc	$10.7M	1.43%	0.05%	-1.5%	Q2 2013
RMDResmed Inc	$10M	1.34%	0.03%	-0.9%	Q2 2013
JNJJohnson & Johnson	$9.3M	1.24%	0.00%	-1.3%	Q2 2013
CSCOCisco Systems, Inc.	$8.97M	1.20%	0.00%	-1.3%	Q2 2013
LLYELI LILLY & Co	$7.9M	1.06%	0.00%	-6.0%	Q2 2013
EXPEExpedia Group, Inc.	$7.35M	0.98%	0.02%	+0.5%	Q1 2023
PGPROCTER & GAMBLE Co	$7.28M	0.97%	0.00%	+0.4%	Q2 2013
FOURShift4 Payments, Inc.	$7.15M	0.96%	0.14%	+15.9%	Q3 2023
SAIASaia Inc	$7.14M	0.96%	0.08%	+2.4%	Q1 2023
VVisa Inc.	$6.67M	0.89%	0.00%	+1.4%	Q2 2013
GLWCorning Inc	$6.62M	0.89%	0.01%	-0.5%	Q2 2013
TMOThermo Fisher Scientific Inc.	$6.33M	0.85%	0.00%	-3.1%	Q2 2013
ACNAccenture plc	$6.17M	0.83%	0.00%	0.0%	Q2 2013
GOOGAlphabet Inc.	$5.89M	0.79%	Not reported	+0.4%	Q4 2015
HHyatt Hotels Corp	$5.88M	0.79%	Not reported	+2.4%	Q1 2023
PEPPepsico Inc	$5.84M	0.78%	0.00%	-1.9%	Q2 2013
XOMExxonMobil Holdings Corp	$5.38M	0.72%	0.00%	+0.1%	Q2 2013
ABBVAbbVie Inc.	$5.28M	0.71%	0.00%	-1.7%	Q2 2013
JLLJones Lang Lasalle Inc	$5.13M	0.69%	0.03%	+0.5%	Q1 2024
IBMInternational Business Machines Corp	$5.07M	0.68%	0.00%	+4.0%	Q2 2013
PMPhilip Morris International Inc.	$4.65M	0.62%	0.00%	-0.8%	Q2 2013
FDXFedex Corp	$4.58M	0.61%	0.01%	-1.5%	Q2 2013
FNFFidelity National Financial, Inc.	$4.48M	0.60%	0.03%	-0.6%	Q2 2013
CGCPCardiogenesis Corp	$4.46M	0.60%	Not reported	+67.5%	Q2 2024
LHLabcorp Holdings Inc.	$4.19M	0.56%	0.02%	-0.8%	Q2 2024
NXPINXP Semiconductors N.V.	$3.86M	0.52%	0.01%	-1.1%	Q3 2015
JBLJabil Inc	$3.86M	0.52%	0.02%	+3.6%	Q1 2021
ELMDElectromed, Inc.	$3.51M	0.47%	1.46%	+2.4%	Q1 2021
TPLTexas Pacific Land Corp	$3.5M	0.47%	0.02%	-0.1%	Q2 2013
CVXChevron Corp	$3.49M	0.47%	0.00%	+4.0%	Q2 2013
MSMorgan Stanley	$3.45M	0.46%	0.00%	-0.9%	Q1 2021
TRMBTrimble Inc.	$3.4M	0.45%	0.02%	+0.3%	Q1 2023
LINDLindblad Expeditions Holdings, Inc.	$3.3M	0.44%	0.41%	Not reported	Q4 2019
FIXComfort Systems USA Inc	$3.23M	0.43%	0.01%	-5.2%	Q4 2020
ABTAbbott Laboratories	$3.22M	0.43%	0.00%	+0.1%	Q2 2013
SMGScotts Miracle-Gro Co	$3.2M	0.43%	0.09%	+6.4%	Q1 2023
JPMJPMorgan Chase & Co	$3.16M	0.42%	0.00%	-3.2%	Q2 2013
PFEPfizer Inc	$2.97M	0.40%	0.00%	-1.4%	Q2 2013
MCDMcdonalds Corp	$2.94M	0.39%	0.00%	-1.8%	Q2 2013
SNPSSynopsys Inc	$2.85M	0.38%	0.00%	+70.5%	Q3 2025
SYKStryker Corp	$2.81M	0.38%	0.00%	-1.5%	Q2 2013
ARLOArlo Technologies, Inc.	$2.79M	0.37%	0.19%	+5.1%	Q2 2025
TTWOTake Two Interactive Software Inc	$2.76M	0.37%	0.01%	+0.5%	Q1 2023
PLMRPalomar Holdings, Inc.	$2.73M	0.36%	0.08%	+2.4%	Q1 2023
FAFFirst American Financial Corp	$2.67M	0.36%	0.04%	+0.7%	Q1 2021

Q3 2025Reported Oct 30, 2025215 positions
MSFTMicrosoft Corp	$43.5M	6.04%	0.00%	+1.3%	Q2 2013
AAPLApple Inc.	$37.1M	5.16%	0.00%	+0.2%	Q2 2013
AVGOBroadcom Inc.	$16.3M	2.27%	0.00%	-10.5%	Q1 2020
AMGNAmgen Inc	$14.4M	2.00%	0.01%	-0.5%	Q2 2013
APLDApplied Digital Corp.	$11.5M	1.60%	0.19%	-14.7%	Q2 2023
RMDResmed Inc	$11.5M	1.60%	0.03%	-3.4%	Q2 2013
FISVFiserv Inc	$11.3M	1.58%	0.02%	+5.6%	Q2 2013
TROWPrice T Rowe Group Inc	$10.9M	1.52%	0.05%	+1.2%	Q2 2013
JNJJohnson & Johnson	$8.44M	1.17%	0.00%	-1.4%	Q2 2013
CSCOCisco Systems, Inc.	$8.08M	1.12%	0.00%	+0.6%	Q2 2013
PGPROCTER & GAMBLE Co	$7.78M	1.08%	0.00%	-0.1%	Q2 2013
FOURShift4 Payments, Inc.	$7.58M	1.05%	0.12%	+10.0%	Q3 2023
VVisa Inc.	$6.4M	0.89%	0.00%	+1.0%	Q2 2013
SAIASaia Inc	$6.37M	0.89%	0.08%	+13.1%	Q1 2023
GLWCorning Inc	$6.23M	0.87%	0.01%	-4.7%	Q2 2013
LLYELI LILLY & Co	$5.97M	0.83%	0.00%	+3.4%	Q2 2013
PEPPepsico Inc	$5.81M	0.81%	0.00%	-3.3%	Q2 2013
ACNAccenture plc	$5.68M	0.79%	0.00%	+0.8%	Q2 2013
EXPEExpedia Group, Inc.	$5.54M	0.77%	0.02%	-16.7%	Q1 2023
TMOThermo Fisher Scientific Inc.	$5.47M	0.76%	0.00%	+0.8%	Q2 2013
ABBVAbbVie Inc.	$5.44M	0.76%	0.00%	+1.2%	Q2 2013
HHyatt Hotels Corp	$5.09M	0.71%	Not reported	+19.9%	Q1 2023
BRBRBellring Brands, Inc.	$5.07M	0.70%	0.11%	+96.3%	Q3 2023
XOMExxonMobil Holdings Corp	$5.04M	0.70%	0.00%	Not reported	Q2 2013
FNFFidelity National Financial, Inc.	$4.98M	0.69%	0.03%	-2.1%	Q2 2013
LHLabcorp Holdings Inc.	$4.84M	0.67%	0.02%	0.0%	Q2 2024
PMPhilip Morris International Inc.	$4.73M	0.66%	0.00%	-2.6%	Q2 2013
IBMInternational Business Machines Corp	$4.64M	0.65%	0.00%	+26.5%	Q2 2013
GOOGAlphabet Inc.	$4.55M	0.63%	Not reported	+3.3%	Q4 2015
JLLJones Lang Lasalle Inc	$4.52M	0.63%	0.03%	+3.7%	Q1 2024
NXPINXP Semiconductors N.V.	$4.11M	0.57%	0.01%	Not reported	Q3 2015
TPLTexas Pacific Land Corp	$3.8M	0.53%	0.02%	-2.4%	Q2 2013
FDXFedex Corp	$3.79M	0.53%	0.01%	+1.0%	Q2 2013
JBLJabil Inc	$3.55M	0.49%	0.02%	-11.5%	Q1 2021
TRMBTrimble Inc.	$3.53M	0.49%	0.02%	-11.0%	Q1 2023
ABTAbbott Laboratories	$3.44M	0.48%	0.00%	-1.3%	Q2 2013
CVXChevron Corp	$3.43M	0.48%	0.00%	+0.7%	Q2 2013
BOOMDMC Global Inc.	$3.35M	0.47%	1.93%	-12.6%	Q4 2016
ARLOArlo Technologies, Inc.	$3.2M	0.44%	0.18%	+9.0%	Q2 2025
JPMJPMorgan Chase & Co	$3.2M	0.44%	0.00%	+3.3%	Q2 2013
MSMorgan Stanley	$3.12M	0.43%	0.00%	+3.5%	Q1 2021
PFEPfizer Inc	$3.08M	0.43%	0.00%	0.0%	Q2 2013
FIXComfort Systems USA Inc	$3.02M	0.42%	0.01%	-8.8%	Q4 2020
SYKStryker Corp	$3M	0.42%	0.00%	+1.9%	Q2 2013
MCDMcdonalds Corp	$2.98M	0.41%	0.00%	0.0%	Q2 2013
MOAltria Group, Inc.	$2.98M	0.41%	0.00%	-0.5%	Q2 2013
LINDLindblad Expeditions Holdings, Inc.	$2.93M	0.41%	0.41%	+2.2%	Q4 2019
SMGScotts Miracle-Gro Co	$2.92M	0.41%	0.09%	+4.2%	Q1 2023
ELMDElectromed, Inc.	$2.89M	0.40%	1.41%	+10.1%	Q1 2021
ORCLOracle Corp	$2.86M	0.40%	0.00%	+3.1%	Q2 2016

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