Hunter Associates: A Look at Q4 2022 vs. Q1 2023 13F Holdings

Hunter Associates Investment Management LLC has recently released its 13F holding comparison for Q4 2022 and Q1 2023, and some significant changes have been made to the portfolio. From Apple to Mondelez, let's take a look at some of the highlights of the report and what they mean for Hunter Associates going forward.

Starting at the top of the list, Apple (AAPL) saw a decrease of approximately 2% in shares held, dropping from 179,715 to 176,781. However, the value of those shares increased by over 24% from $23,342,000 in Q4 2022 to $29,149,000 in Q1 2023. Similarly, Microsoft (MSFT) held steady with only a slight decrease of less than 1% in shares held, but the value of those shares increased significantly by 19.3%.

Goldman Sachs ETF Trust (GSLC) saw a massive increase in shares held, jumping from 151,462 in Q4 2022 to 190,488 in Q1 2023, which is an increase of approximately 34%. Other significant increases included JP Morgan Exchange-Traded Funds Trust (JCPI), which saw 21% fewer shares held, and the value of those shares dropped by 19%. Bristol Myers Squibb (BMY) also saw a notable change, with shares held increasing by almost 11%.

On the other hand, it wasn't all positive news for Hunter Associates. Amgen (AMGN) saw a negligible increase in shares held, but the value of those shares dropped by 8%. Johnson & Johnson (JNJ) saw a decrease of over 13% in the value of shares held, and Pfizer (PFE) saw a decrease of over 20% in the value of those shares. Texas Pacific Land Corp (TPL) took the biggest hit, experiencing a decrease of over 26% in share value.

Overall, Hunter Associates continues to make strategic changes to its portfolio, with an eye on growing the value of its investments. While some companies experienced losses, other holdings saw significant gains in value. As always, it's essential to keep an eye on these holdings and how they evolve over time to ensure continued success for the fund and its investors.

In conclusion, Hunter Associates Investment Management LLC's Q4 2022 vs. Q1 2023 13F holding comparison sheds light on the changes the company has made to its portfolio over the last few months. While there were some losses, there were also significant gains in value. It's essential to keep an eye on these holdings and how they evolve over time to ensure continued success for the fund and its investors.