Hunter Associates Investment Management LLC
Annual return '25
+10.8%
SPY '25
+17.7%
Alpha
-7.0ptsvs SPY
Invested
$756K
Holdings
273
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GSLC
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF
Q1 2026: Increased +1.2% (356.4k → 360.5k shares)
6.0%
02
$AAPL
APPLE
Q1 2026: Sold 1.2% (145.2k → 143.5k shares)
4.8%
03
$MSFT
MICROSOFT CORP COM
Q4 2025: Sold 0.6% (84.0k → 83.5k shares)
4.1%
04
$FBND
FIDELITY MERRIMACK STR TR TOTAL BD ETF
Q1 2026: Increased +9.7% (565.3k → 620.2k shares)
3.7%
05
$ISTB
ISHARES TR CORE 1-5 YR USD BD ETF
Q1 2026: Increased +7.0% (446.6k → 478.1k shares)
3.1%
06
$QQQM
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF
Q1 2026: Increased +3.2% (89.0k → 91.8k shares)
2.9%
07
$IHDG
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD
Q1 2026: Sold 13.4% (488.8k → 423.4k shares)
2.7%
08
$AMGN
AMGEN INC COM
Q1 2026: Sold 0.6% (51.0k → 50.7k shares)
2.4%
09
$XMHQ
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETF
Q1 2026: Increased +5.7% (160.8k → 170.0k shares)
2.3%
10
$SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
Q1 2026: Sold 1.1% (577.3k → 571.2k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:22 UTC.