HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

CIK 0001380137 · Q2 2026

13F Equity AUM

$868K

+14.9% QoQ

Positions

294

+20 QoQ

AUM Rank

#8,583

Top 98%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,843 · Top 58%

vs S&P -2.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.1%Top 10: 32.8%Top 20: 48.5%

GSLC5.9%

AAPL4.8%

MSFT3.6%

FBND3.5%

QQQM3.2%

ISTB2.8%

IHDG2.5%

XMHQ2.3%

AMGN2.1%

AVGO2.1%

Others (284)67.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services40.6%

Technology23.8%

Healthcare9.7%

Industrials8.5%

Consumer Cyclical4.3%

Consumer Defensive3.3%

Energy2.7%

Basic Materials2.2%

Other4.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 294Median: 0.11%Avg: 0.34%

0–0.5%

243(30.4%)

0.5–1%

31(21.1%)

1–3%

15(27.4%)

3–5%

4(15.2%)

5%+

1(5.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 294vs 20 funds

0%Low

294

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New25Increased118Decreased109Exited5

New Positions

MPTI0.5%

+47K

MEC0.5%

+108K

FEDEX FGHT HLDG CO I…0.1%

+7K

FE0.1%

+22K

MAMA0.1%

+42K

AMD0.1%

+1K

HONEYWELL INTL INC C…0.1%

+2K

HONEYWELL AEROSPACE …0.1%

+2K

AIRR0.1%

+4K

MP0.1%

+9K

Increased

ARLO0.6%

+181K(+83%)

BW0.6%

+146K(+72%)

TRIB0.0%

+125K(+23%)

FBND3.5%

+44K(+7%)

CGDV1.7%

+32K(+12%)

CGMU1.8%

+22K(+4%)

ISTB2.8%

+22K(+5%)

FWRG0.3%

+20K(+13%)

CGCP0.7%

+15K(+6%)

JEPI1.1%

+9K(+6%)

Decreased

APLD2.0%

-44,855(-9%)

SMG0.2%

-35,617(-63%)

VPG0.8%

-23,728(-34%)

FNF0.3%

-17,362(-21%)

TTEK0.1%

-10,742(-27%)

SCHD2.0%

-10,737(-2%)

IHDG2.5%

-8,622(-2%)

FAF0.3%

-5,919(-14%)

CHR0.1%

-5,591(-30%)

TRMB0.2%

-3,996(-9%)

Exited

-22,144

-142,962

-4,930

-8,186

-2,325

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...