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Patrick James Clark

Hunter Associates Investment Management Llc

Assets Managed
$755.872M
Holdings
274
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
1.05%(2Q avg: 2.52%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hunter Associates Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 274 positions.

Assets under management

The assets under management (AUM) of Hunter Associates Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 755.872M in assets, with a quarterly growth rate of 1.05% and a 2-quarter average growth rate of 2.52%. The portfolio is managed by Patrick James Clark, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 1.18%
5.98%
$45.164M
360,535 shares@ $125.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.2%
4.82%
$36.433M
143,501 shares@ $253.89 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.15%
4.09%
$30.851M
83,346 shares@ $370.16 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 9.73%
3.75%
$28.315M
620,232 shares@ $45.66 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Increased 7.05%
3.07%
$23.152M
478,052 shares@ $48.43 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3.22%
2.89%
$21.792M
91,849 shares@ $237.26 avg price
IHDG
Wisdomtree International Hed
Recent Activity
Decreased -13.36%
2.7%
$20.395M
423,435 shares@ $48.17 avg price
AMGN
Amgen Inc
Recent Activity
Decreased -0.59%
2.37%
$17.845M
50,708 shares@ $351.92 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 5.72%
2.33%
$17.559M
169,978 shares@ $103.31 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -1.06%
2.32%
$17.517M
571,216 shares@ $30.67 avg price

1-10 of 274