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Amussen Hunsaker Associates LLC Top Holdings and 13F Report (2026)

About Amussen Hunsaker Associates LLC

Investment Activity

  • Amussen Hunsaker Associates LLC has $1.03 billion in total holdings as of June 30, 2026.
  • Amussen Hunsaker Associates LLC owns shares of 109 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 4.76% of the portfolio was purchased this quarter.
  • About 3.59% of the portfolio was sold this quarter.
  • This quarter, Amussen Hunsaker Associates LLC has purchased 105 new stocks and bought additional shares in 30 stocks.
  • Amussen Hunsaker Associates LLC sold shares of 27 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$100,519,437
Amazon.com
$95,806,245
Alphabet
$83,313,269
NVIDIA
$83,115,664
Apple
$80,208,296

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$462,404 Holding
218352102 - Corcept Therapeutics
$304,325 Holding
687604108 - ORUKA THERAPEUTICS INC
$261,718 Holding
499049104 - Knight-Swift Transportation
$249,885 Holding
101137107 - Boston Scientific
$248,312 Holding

Largest Purchases this Quarter

Home Depot
37,018 shares (about $13.06M)
iShares Ultra Short-Term Bond Active ETF
190,053 shares (about $9.61M)
Microsoft
24,074 shares (about $8.98M)
Meta Platforms
10,702 shares (about $6.03M)
Vanguard Growth ETF
25,776 shares (about $2.22M)

Largest Sales this Quarter

Alphabet
8,485 shares (about $3.00M)
Apple
2,428 shares (about $702.57K)
RTX
3,002 shares (about $569.57K)
Vanguard Short-Term Treasury ETF
6,893 shares (about $401.17K)
Air Products and Chemicals
851 shares (about $249.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmussen Hunsaker Associates LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$100,519,437$1,169,913 1.2%200,8829.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$95,806,245$219,273 0.2%401,9739.3%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$83,313,269$2,997,999 -3.5%235,7958.1%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$83,115,664$553,650 0.7%415,3918.0%Technology
Apple Inc. stock logo
AAPL
Apple
$80,208,296$702,566 -0.9%277,1927.8%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$74,824,940$6,028,309 8.8%132,8367.2%Communication Services
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$69,200,835$9,612,882 16.1%1,368,1466.7%ETF
American Express Company stock logo
AXP
American Express
$55,398,273$656,205 1.2%163,7795.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$54,848,990$8,980,105 19.6%147,0405.3%Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$34,986,343$344,636 1.0%484,8443.4%Industrials
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$33,800,909$80,822 -0.2%99,1173.3%Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$31,198,339$249,495 -0.8%106,4143.0%Materials
RTX Corporation stock logo
RTX
RTX
$27,700,115$569,568 -2.0%145,9982.7%Industrials
Visa Inc. stock logo
V
Visa
$25,507,370$828,562 3.4%74,3462.5%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,830,215$548,522 2.8%125,4841.9%ETF
Hershey Company (The) stock logo
HSY
Hershey
$19,574,627$549,861 2.9%111,5681.9%Consumer Staples
Netflix, Inc. stock logo
NFLX
Netflix
$18,495,956$301,522 1.7%259,0471.8%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,363,831$508 0.0%68,3701.7%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$13,854,870$13,055,354 1,632.9%39,2851.3%Consumer Discretionary
PALANTIR TECHNOLOGIES INC
$12,131,611$470,998 4.0%103,9821.2%CL A
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,842,708$79,157 1.4%7,8240.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,708,972$51,545 0.9%7,7530.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,543,671$75,490 -1.3%14,9810.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,476,506$2,130 0.0%5,1430.5%Industrials
WALMART INC
$3,955,866$125,040 -3.1%34,9270.4%COM
Tesla, Inc. stock logo
TSLA
Tesla
$3,146,509$13,459 0.4%7,4810.3%Consumer Discretionary
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$2,844,942$401,174 -12.4%48,8820.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,652,569$2,220,323 513.7%30,7940.3%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$2,582,7130.0%6,0610.2%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,448,737$739,859 43.3%2,6180.2%Consumer Staples
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,164,4370.0%3,3000.2%ETF
Cathay General Bancorp stock logo
CATY
Cathay General Bancorp
$1,929,4390.0%31,1250.2%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,881,7590.0%12,8330.2%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$1,521,577$7,555 0.5%4,0280.1%Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,278,612$3,888 -0.3%5,2620.1%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,224,6480.0%8,5550.1%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,185,658$1,199 0.1%9890.1%Healthcare
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,183,953$20,294 1.7%3,6170.1%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,115,6040.0%2,3360.1%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,037,935$900 0.1%8,0770.1%Healthcare
Mastercard Incorporated stock logo
MA
Mastercard
$1,001,841$168,428 -14.4%1,9510.1%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$996,113$153,209 -13.3%3,9140.1%Technology
PPG Industries, Inc. stock logo
PPG
PPG Industries
$984,5110.0%8,1170.1%Materials
Carrier Global Corporation stock logo
CARR
Carrier Global
$969,0270.0%13,2110.1%Industrials
Chevron Corporation stock logo
CVX
Chevron
$925,288$18,234 2.0%5,5820.1%Energy
Morgan Stanley stock logo
MS
Morgan Stanley
$917,0580.0%4,3870.1%Finance
ASML Holding N.V. stock logo
ASML
ASML
$799,755$7,958 1.0%4020.1%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$781,455$21,368 -2.7%1,0240.1%Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$748,8500.0%10.1%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$741,313$39,057 5.6%3,8910.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$659,381$395 0.1%8,3430.1%ETF
Deere & Company stock logo
DE
Deere & Company
$653,3600.0%1,0300.1%Industrials
ANGEL STUDIOS INC.
$601,6080.0%163,9260.1%CL A COM
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$598,3350.0%9,5140.1%Materials
McDonald's Corporation stock logo
MCD
McDonald's
$578,463$123,261 -17.6%2,1400.1%Consumer Discretionary
PepsiCo, Inc. stock logo
PEP
PepsiCo
$558,004$96,815 -14.8%4,1210.1%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$547,032$52,916 10.7%7960.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$531,339$513 -0.1%9,3250.1%Finance
The Allstate Corporation stock logo
ALL
Allstate
$518,7090.0%2,1800.1%Finance
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$474,7080.0%6,6300.0%Industrials
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$462,404$462,404 New Holding7960.0%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$422,374$50,925 -10.8%5640.0%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$415,533$119,355 -22.3%1,1280.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$407,5380.0%2,6780.0%ETF
HealthEquity, Inc. stock logo
HQY
HealthEquity
$393,615$95,288 -19.5%4,3580.0%Healthcare
Cummins Inc. stock logo
CMI
Cummins
$391,1730.0%5480.0%Industrials
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$390,042$30,195 -7.2%8,6030.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$381,1600.0%3,2500.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$374,440$1,258 -0.3%1,4880.0%Healthcare
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$350,3540.0%2,1920.0%Consumer Discretionary
Vertiv Holdings Co. stock logo
VRT
Vertiv
$349,217$10,045 -2.8%1,0430.0%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$336,731$6,727 -2.0%9010.0%Industrials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$331,8910.0%5,7600.0%Healthcare
BP p.l.c. stock logo
BP
BP
$329,1880.0%8,9090.0%Energy
GE VERNOVA INC
$323,087$45,820 -12.4%2750.0%COM
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$322,6270.0%3190.0%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$313,409$8,265 2.7%3,7920.0%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$311,5230.0%1,4620.0%Industrials
Corcept Therapeutics Incorporated stock logo
CORT
Corcept Therapeutics
$304,325$304,325 New Holding3,5000.0%Healthcare
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$296,5360.0%1,8690.0%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$295,3920.0%3020.0%Industrials
Hancock Whitney Corporation stock logo
HWC
Hancock Whitney
$286,0280.0%3,8280.0%Finance
Newmont Corporation stock logo
NEM
Newmont
$285,9910.0%3,0620.0%Materials
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$285,8260.0%1,3810.0%Finance
Oracle Corporation stock logo
ORCL
Oracle
$284,8450.0%1,9440.0%Technology
GSK PLC Sponsored ADR stock logo
GSK
GSK
$284,5880.0%5,4290.0%Healthcare
Sempra Energy stock logo
SRE
Sempra Energy
$278,1300.0%3,0000.0%Utilities
Pfizer Inc. stock logo
PFE
Pfizer
$268,385$289 0.1%11,1460.0%Healthcare
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$268,2620.0%1,2870.0%Materials
Chubb Limited stock logo
CB
Chubb
$266,1180.0%7810.0%Finance
KIMBERLY-CLARK CORP
$263,4480.0%2,4000.0%COM
ORUKA THERAPEUTICS INC
$261,718$261,718 New Holding2,7500.0%COM
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$259,7730.0%2,9560.0%ETF
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$256,7610.0%9550.0%Industrials
TE CONNECTIVITY PLC
$252,0130.0%1,2500.0%ORD SHS
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$250,9360.0%6310.0%Healthcare
Knight-Swift Transportation Holdings Inc. stock logo
KNX
Knight-Swift Transportation
$249,885$249,885 New Holding3,2090.0%Industrials
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$248,312$248,312 New Holding5,8180.0%Healthcare
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$239,814$239,814 New Holding8860.0%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$236,0910.0%1,5110.0%ETF

Showing largest 100 holdings. View all holdings.
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