Amussen Hunsaker & Associates

Latest statistics and disclosures from Amussen Hunsaker Associates's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Amussen Hunsaker & Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Amussen Hunsaker Associates

Amussen Hunsaker Associates holds 84 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 11.5 $56M 157k 356.82
 View chart
Apple (AAPL) 11.4 $55M 323k 170.79
 View chart
Amazon (AMZN) 8.8 $43M 338k 126.03
 View chart
Microsoft Corporation (MSFT) 7.0 $34M -2% 109k 313.66
 View chart
Meta Platforms Cl A (META) 5.9 $29M +2% 95k 303.95
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.5 $27M -3% 63k 428.44
 View chart
Alphabet Cap Stk Cl C (GOOG) 5.5 $27M 201k 133.18
 View chart
American Express Company (AXP) 5.0 $24M +3% 160k 150.19
 View chart
Bank of America Corporation (BAC) 4.3 $21M 751k 27.55
 View chart
Johnson & Johnson (JNJ) 4.0 $20M -2% 124k 156.87
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.5 $17M +8% 223k 76.02
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $15M 41k 358.00
 View chart
Netflix (NFLX) 2.5 $12M +2% 32k 376.36
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.5 $12M 90k 132.31
 View chart
Visa Com Cl A (V) 2.4 $11M 49k 231.66
 View chart
Raytheon Technologies Corp (RTX) 2.3 $11M +5% 154k 71.95
 View chart
NVIDIA Corporation (NVDA) 1.9 $9.4M +2% 21k 440.02
 View chart
Walt Disney Company (DIS) 1.5 $7.1M 88k 80.13
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $5.1M +60% 49k 103.88
 View chart
Healthequity (HQY) 0.7 $3.2M -14% 43k 74.33
 View chart
Pepsi (PEP) 0.6 $3.0M 18k 169.50
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.9M +2% 14k 213.03
 View chart
McDonald's Corporation (MCD) 0.5 $2.6M -5% 9.8k 265.59
 View chart
Wal-Mart Stores (WMT) 0.5 $2.6M 16k 162.46
 View chart
Procter & Gamble Company (PG) 0.5 $2.4M 17k 146.34
 View chart
Ishares Tr Blackrock Ultra (ICSH) 0.4 $1.9M -2% 38k 50.36
 View chart
Snowflake Cl A (SNOW) 0.3 $1.7M 11k 151.12
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $1.5M 3.7k 399.47
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.4M 5.1k 272.01
 View chart
Home Depot (HD) 0.3 $1.4M -2% 4.5k 303.47
 View chart
Verizon Communications (VZ) 0.3 $1.3M -18% 41k 32.55
 View chart
Eaton Corp SHS (ETN) 0.3 $1.3M 6.0k 215.53
 View chart
Caterpillar (CAT) 0.2 $1.2M 4.2k 274.81
 View chart
Cathay General Ban (CATY) 0.2 $1.1M 31k 34.19
 View chart
PPG Industries (PPG) 0.2 $1.1M 8.1k 130.30
 View chart
Exxon Mobil Corporation (XOM) 0.2 $1.0M +4% 8.6k 119.47
 View chart
Chevron Corporation (CVX) 0.2 $983k +6% 5.8k 168.88
 View chart
Costco Wholesale Corporation (COST) 0.2 $921k 1.6k 568.79
 View chart
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $906k 5.7k 160.06
 View chart
Emerson Electric (EMR) 0.2 $862k 9.0k 95.59
 View chart
Merck & Co (MRK) 0.2 $855k 8.2k 104.30
 View chart
Fs Kkr Capital Corp (FSK) 0.2 $796k 40k 19.90
 View chart
Carrier Global Corporation (CARR) 0.2 $752k 14k 54.77
 View chart
Thermo Fisher Scientific (TMO) 0.1 $719k -28% 1.4k 503.05
 View chart
Otis Worldwide Corp (OTIS) 0.1 $547k 6.9k 79.70
 View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $481k -41% 8.4k 57.59
 View chart
Ubs Ag London Branch NT LKD 24 (FBGX) 0.1 $450k 818.00 550.34
 View chart
Pfizer (PFE) 0.1 $424k 13k 33.13
 View chart
Baxter International (BAX) 0.1 $421k 11k 37.54
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $421k -11% 2.9k 147.48
 View chart
salesforce (CRM) 0.1 $413k -2% 2.0k 203.20
 View chart
Uber Technologies (UBER) 0.1 $405k NEW 8.8k 45.78
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $391k NEW 8.7k 44.86
 View chart
Pds Biotechnology Ord (PDSB) 0.1 $377k 75k 5.03
 View chart
Deere & Company (DE) 0.1 $377k 980.00 384.73
 View chart
Advanced Micro Devices (AMD) 0.1 $366k -7% 3.6k 102.76
 View chart
Franco-Nevada Corporation (FNV) 0.1 $366k 2.7k 133.83
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $356k 2.1k 173.23
 View chart
Bristol Myers Squibb (BMY) 0.1 $343k 5.9k 58.13
 View chart
Yum! Brands (YUM) 0.1 $322k 2.6k 124.07
 View chart
Glacier Ban (GBCI) 0.1 $299k 11k 28.46
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $292k 2.4k 121.60
 View chart
Intel Corporation (INTC) 0.1 $282k -2% 8.0k 35.18
 View chart
Broadcom (AVGO) 0.1 $278k -16% 334.00 832.00
 View chart
Vanguard World Mega Grwth Ind (MGK) 0.1 $274k -4% 1.2k 226.52
 View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $272k NEW 5.5k 49.70
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $263k -35% 667.00 393.83
 View chart
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $262k 2.3k 113.83
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $261k 4.4k 58.82
 View chart
General Electric Com New (GE) 0.1 $259k NEW 2.3k 112.34
 View chart
Nucor Corporation (NUE) 0.1 $257k 1.6k 157.76
 View chart
Freeport-mcmoran CL B (FCX) 0.1 $247k 6.6k 37.33
 View chart
Tesla Motors (TSLA) 0.1 $245k -16% 994.00 246.38
 View chart
Halliburton Company (HAL) 0.0 $230k NEW 5.5k 41.79
 View chart
Boeing Company (BA) 0.0 $228k -12% 1.2k 190.39
 View chart
Adobe Systems Incorporated (ADBE) 0.0 $222k NEW 439.00 504.67
 View chart
Allstate Corporation (ALL) 0.0 $214k 1.9k 112.49
 View chart
Campbell Soup Company (CPB) 0.0 $209k 5.1k 41.26
 View chart
Sempra Energy (SRE) 0.0 $203k +100% 3.0k 67.77
 View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $200k 1.2k 160.98
 View chart
At&t (T) 0.0 $153k -5% 10k 15.01
 View chart
The Beauty Health Company Com Cl A (SKIN) 0.0 $95k NEW 16k 5.92
 View chart
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $74k -13% 14k 5.30
 View chart
Solo Brands Com Cl A (DTC) 0.0 $60k 13k 4.70
 View chart

Past Filings by Amussen Hunsaker Associates

SEC 13F filings are viewable for Amussen Hunsaker Associates going back to 2017

View all past filings