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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 $946.67 million in total holdings as of March 31, 2026.
  • Amussen Hunsaker Associates LLC owns shares of 105 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 4.90% of the portfolio was purchased this quarter.
  • About 1.04% of the portfolio was sold this quarter.
  • This quarter, Amussen Hunsaker Associates LLC has purchased 100 new stocks and bought additional shares in 42 stocks.
  • Amussen Hunsaker Associates LLC sold shares of 32 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$95,142,373
Amazon.com
$83,543,330
NVIDIA
$71,980,210
Apple
$70,964,640
Alphabet
$70,083,847

Largest New Holdings this Quarter

055622104 - BP
$418,723 Holding
37733W204 - GSK
$299,627 Holding
46120E602 - Intuitive Surgical
$290,885 Holding
38141G104 - The Goldman Sachs Group
$269,871 Holding
92537N108 - Vertiv
$268,872 Holding

Largest Purchases this Quarter

iShares Ultra Short-Term Bond Active ETF
163,174 shares (about $8.26M)
Netflix
48,632 shares (about $4.67M)
Meta Platforms
7,379 shares (about $4.22M)
Berkshire Hathaway
8,034 shares (about $3.85M)
Amazon.com
16,105 shares (about $3.35M)

Largest Sales this Quarter

Alphabet
9,307 shares (about $2.67M)
Hershey
11,048 shares (about $2.30M)
RTX
4,688 shares (about $904.32K)
American Express
2,172 shares (about $656.99K)
SPDR Gold Shares
695 shares (about $299.05K)

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
$95,142,373$3,849,896 â–²4.2%198,54410.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$83,543,330$3,354,832 â–²4.2%401,0538.8%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$71,980,210$2,137,475 â–²3.1%412,6247.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$70,964,640$444,639 â–²0.6%279,6207.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$70,083,847$2,670,175 â–¼-3.7%244,2807.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$69,876,712$4,221,759 â–²6.4%122,1347.4%Computer and Technology
iShares Ultra Short-Term Bond Active ETF stock logo
ICSH
iShares Ultra Short-Term Bond Active ETF
$59,635,057$8,259,866 â–²16.1%1,178,0936.3%ETF
American Express Company stock logo
AXP
American Express
$48,953,113$656,987 â–¼-1.3%161,8395.2%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$45,518,489$2,859,203 â–²6.7%122,9664.8%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$34,531,291$1,876,798 â–²5.7%480,0683.6%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$31,159,291$642,271 â–²2.1%107,2653.3%Basic Materials
RTX Corporation stock logo
RTX
RTX
$28,742,111$904,316 â–¼-3.1%149,0003.0%Aerospace
Alphabet Inc. stock logo
GOOGL
Alphabet
$28,296,735$176,562 â–¼-0.6%98,4033.0%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$24,493,693$4,674,510 â–²23.6%254,8242.6%Consumer Discretionary
Hershey Company (The) stock logo
HSY
Hershey
$22,542,270$2,296,761 â–¼-9.2%108,4342.4%Consumer Staples
Visa Inc. stock logo
V
Visa
$21,740,279$632,282 â–²3.0%71,9312.3%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$18,070,053$1,344,743 â–²8.0%122,0131.9%Financial Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$16,712,758$64,043 â–²0.4%68,3721.8%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$15,928,433$2,667,244 â–²20.1%99,3541.7%Computer and Technology
PALANTIR TECHNOLOGIES INC
$14,619,955$1,815,920 â–²14.2%99,9451.5%CL A
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,019,184$32,516 â–²0.7%7,7180.5%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,871,622$140,197 â–²3.0%15,1850.5%ETF
WALMART INC
$4,477,567$193,488 â–²4.5%36,0310.5%COM
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,435,546$37,526 â–¼-0.8%7,6830.5%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$3,644,844$475,353 â–²15.0%5,1450.4%Industrials
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,265,040$1,389,142 â–²74.1%55,7750.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$2,767,750$83,229 â–²3.1%7,4490.3%Auto/Tires/Trucks
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,191,637$95,649 â–¼-4.2%5,0180.2%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$2,167,838$715 â–¼0.0%6,0610.2%Industrials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,853,527$3,755 â–¼-0.2%12,8330.2%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,820,734$128,558 â–²7.6%1,8270.2%Retail/Wholesale
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,718,656$117,744 â–²7.4%10,1300.2%Energy
Cathay General Bancorp stock logo
CATY
Cathay General Bancorp
$1,551,8930.0%31,1250.2%Finance
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,265,2200.0%3,3000.1%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$1,241,117$281,171 â–²29.3%4,0080.1%Computer and Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,146,6440.0%5,2780.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,138,792$9,994 â–¼-0.9%2,2790.1%Business Services
Chevron Corporation stock logo
CVX
Chevron
$1,132,157$182,486 â–²19.2%5,4720.1%Energy
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,120,876$524 â–¼0.0%8,5550.1%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,045,739$383,291 â–²57.9%3,5550.1%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$970,735$8,781 â–²0.9%8,0700.1%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$909,190$69,017 â–¼-7.1%9880.1%Medical
PPG Industries, Inc. stock logo
PPG
PPG Industries
$867,5450.0%8,1170.1%Basic Materials
McDonald's Corporation stock logo
MCD
McDonald's
$806,718$106,899 â–¼-11.7%2,5960.1%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$789,451$260,897 â–²49.4%2,3360.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$751,030$33,234 â–¼-4.2%4,8360.1%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$745,653$100,648 â–²15.6%2,2670.1%Retail/Wholesale
Carrier Global Corporation stock logo
CARR
Carrier Global
$743,9110.0%13,2110.1%Construction
Morgan Stanley stock logo
MS
Morgan Stanley
$721,969$332,432 â–²85.3%4,3870.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.1%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$681,103$249,909 â–¼-26.8%4,5160.1%Computer and Technology
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$660,935$37,335 â–²6.0%8,3380.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$624,781$299,052 â–¼-32.4%1,4520.1%Finance
Deere & Company stock logo
DE
Deere & Company
$580,199$7,323 â–¼-1.2%1,0300.1%Industrials
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$559,233$269,683 â–²93.1%9,5140.1%Basic Materials
ASML Holding N.V. stock logo
ASML
ASML
$525,812$276,117 â–²110.6%3980.1%Computer and Technology
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$511,0400.0%6,6300.1%Industrials
ANGEL STUDIOS INC
$499,9740.0%163,9260.1%CL A COM
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$489,869$6,645 â–¼-1.3%3,6860.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$455,033$80,389 â–²21.5%9,3340.0%Finance
HealthEquity, Inc. stock logo
HQY
HealthEquity
$452,364$128,363 â–¼-22.1%5,4130.0%Medical
The Allstate Corporation stock logo
ALL
Allstate
$452,0010.0%2,1800.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$429,518$5,974 â–²1.4%7190.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$425,336$14,959 â–¼-3.4%9,2690.0%ETF
BP p.l.c. stock logo
BP
BP
$418,723$418,723 â–²New Holding8,9090.0%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$412,829$10,451 â–²2.6%6320.0%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$410,711$86,671 â–¼-17.4%1,0520.0%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$390,8270.0%2,6780.0%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$354,1850.0%3,2500.0%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$349,344$1,880 â–¼-0.5%5,7600.0%Medical
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$340,7540.0%2,1920.0%Retail/Wholesale
Newmont Corporation stock logo
NEM
Newmont
$331,462$16,129 â–¼-4.6%3,0620.0%Basic Materials
AbbVie Inc. stock logo
ABBV
AbbVie
$324,713$13,702 â–²4.4%1,4930.0%Medical
Republic Services, Inc. stock logo
RSG
Republic Services
$320,2070.0%1,4620.0%Business Services
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$317,953$37,057 â–¼-10.4%1,2870.0%Basic Materials
Pfizer Inc. stock logo
PFE
Pfizer
$312,647$309 â–²0.1%11,1340.0%Medical
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$305,513$4,138 â–²1.4%3,6920.0%ETF
GSK PLC Sponsored ADR stock logo
GSK
GSK
$299,627$299,627 â–²New Holding5,4290.0%Medical
Cummins Inc. stock logo
CMI
Cummins
$295,052$1,077 â–¼-0.4%5480.0%Auto/Tires/Trucks
Sempra Energy stock logo
SRE
Sempra Energy
$291,5100.0%3,0000.0%Utilities
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$290,885$290,885 â–²New Holding6310.0%Medical
Oracle Corporation stock logo
ORCL
Oracle
$285,922$15,002 â–²5.5%1,9440.0%Computer and Technology
GE VERNOVA INC
$274,0910.0%3140.0%COM
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$274,014$2,932 â–¼-1.1%1,8690.0%ETF
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$270,362$2,686 â–¼-1.0%3020.0%Industrials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$269,871$269,871 â–²New Holding3190.0%Finance
Vertiv Holdings Co. stock logo
VRT
Vertiv
$268,872$268,872 â–²New Holding1,0730.0%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$265,400$2,406 â–¼-0.9%9,1550.0%Computer and Technology
TE CONNECTIVITY PLC
$261,275$1,254 â–¼-0.5%1,2500.0%ORD SHS
Comcast Corporation stock logo
CMCSA
Comcast
$261,031$3,905 â–²1.5%9,0920.0%Consumer Discretionary
GE Aerospace stock logo
GE
GE Aerospace
$260,785$1,703 â–¼-0.6%9190.0%Aerospace
Chubb Limited stock logo
CB
Chubb
$254,551$2,933 â–¼-1.1%7810.0%Finance
Hancock Whitney Corporation stock logo
HWC
Hancock Whitney
$243,4230.0%3,8280.0%Finance
KIMBERLY-CLARK CORP
$231,5280.0%2,4000.0%COM
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$228,7050.0%1,5110.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$226,2520.0%2,9560.0%ETF
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$223,418$223,418 â–²New Holding1,3810.0%Finance
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$220,089$220,089 â–²New Holding9550.0%Aerospace
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$216,384$216,384 â–²New Holding5,8880.0%Medical
Halliburton Company stock logo
HAL
Halliburton
$210,975$210,975 â–²New Holding5,4110.0%Energy

Showing largest 100 holdings. View all holdings.
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