Hunter Associates Investment Management LLC
Hunter Associates Investment Management LLC is a Pittsburgh, PA-based investment adviser and broker-dealer founded in 1992, serving high net worth individuals, families, charitable organizations, pension plans, and a limited number of pooled vehicles. The firm provides portfolio management and wealth advisory services with approximately 14 employees. It is regulated by the SEC and FINRA and maintains a long-standing presence in the Pennsylvania financial community.
Investment Strategy
Hunter Associates offers tailored wealth management and investment advisory services primarily to high net worth individuals, families, and charities. The firm provides both discretionary and non-discretionary portfolio management, focusing on diversified, multi-asset allocations including public equities, fixed income, and select private capital strategies. Hunter emphasizes close client relationships, bespoke portfolios, and disciplined risk management, drawing on its advisory expertise to construct portfolios that balance growth, income, and preservation objectives.
Latest 13F Filing Activity
Hunter Associates Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 249 equity positions with a total 13F market value of $674M. The fund increased holdings in Capital Group Fixed Income Etf TR Mun Income Etf, Microsoft Corp. Com, Goldman Sachs Etf TR Activebeta U S Large Cap Equity Etf among other positions. Hunter Associates Investment Management LLC reduced exposure to Vanguard Mun BD FDS Tax-exempt BD Index FD Etf, Apple, Fiserv Inc. Com among others.
Top Holdings
Equity Positions (249)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GSLC | GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF | 6.12% | $41.3M | 340,182 | $88.94 | $121.38 | +$6.9M |
M MSFT | MICROSOFT CORP COM | 6.12% | $41.2M | 82,899 | $33.10 | $497.41 | +$8.1M |
A AAPL | APPLE | 4.43% | $29.9M | 145,499 | $45.80 | $205.17 | -$6.2M |
I IHDG | WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD | 3.30% | $22.3M | 494,862 | $41.05 | $45.05 | +$402.0K |
F FBND | FIDELITY MERRIMACK STR TR TOTAL BD ETF | 2.85% | $19.2M | 419,913 | $45.20 | $45.75 | +$741.0K |