Amussen Hunsaker & Associates LLC
13F Reported Value
ⓘ$1.0B
Holdings
109
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Amussen Hunsaker & Associates LLC disclosed 109 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 9.7% of the equity portfolio, followed by $AMZN and $GOOGL. During the quarter the fund opened 10 new positions and exited 5 — including a new stake in $AMD and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (45.0% of disclosed assets). All figures are sourced directly from Amussen Hunsaker & Associates LLC’s Form 13F-HR filing with the SEC under CIK 1131181.
AI Fund Analysis
Concentrating
$BRK-A
$AMZN
$GOOG
$NVDA
$AAPL
$UBER$BRK-A
$TSLASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$100.5M200,882 sh - 68.7#300
Quality
$95.8M401,973 sh - 78.2#57
Quality
$83.3M235,795 sh - 85.9
Quality
$83.1M415,391 sh - 76.4
Quality
$80.2M277,192 sh - 79.6
Quality
$74.8M132,836 sh ISHARES TR - ULTRA SHORT DUR
—Quality
$69.2M1,368,146 sh- 69.4
Quality
$55.4M163,779 sh - 79.8
Quality
$54.8M147,040 sh - 73.5
Quality
$35.0M484,844 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $100.5M | 200,882 |
| AMAZON COM INC$AMZN | 68.7#300 | $95.8M | 401,973 |
 Alphabet Inc.$GOOGL | 78.2#57 | $83.3M | 235,795 |
| NVIDIA CORP$NVDA | 85.9 | $83.1M | 415,391 |
| Apple Inc.$AAPL | 76.4 | $80.2M | 277,192 |
 Meta Platforms, Inc.$META | 79.6 | $74.8M | 132,836 |
| ISHARES TR - ULTRA SHORT DUR | — | $69.2M | 1,368,146 |
 AMERICAN EXPRESS CO$AXP | 69.4 | $55.4M | 163,779 |
 MICROSOFT CORP$MSFT | 79.8 | $54.8M | 147,040 |
| Uber Technologies, Inc$UBER | 73.5 | $35.0M | 484,844 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Amussen Hunsaker & Associates LLC's 109 positions.
Showing top 10 of 109 holdings.
Sector Allocation
Technology
$465.6M
Financials
$190.6M
Other
$120.0M
Consumer Discretionary
$117.0M
Industrials
$42.9M
Materials
$33.9M
Consumer Staples
$22.0M
Healthcare
$22.0M
Full Holdings — Amussen Hunsaker & Associates LLC (Q2 2026)
All 109 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $100.5M | 9.7% | +1% | 73.8 |
| 2 | $AMZN | AMAZON COM INC | $95.8M | 9.3% | +0% | 68.7 |
| 3 | $GOOGL | Alphabet Inc. | $83.3M | 8.1% | -3% | 78.2 |
| 4 | $NVDA | NVIDIA CORP | $83.1M | 8.0% | +1% | 85.9 |
| 5 | $AAPL | Apple Inc. | $80.2M | 7.8% | -1% | 76.4 |
| 6 | $META | Meta Platforms, Inc. | $74.8M | 7.2% | +9% | 79.6 |
| 7 | — | ISHARES TR - ULTRA SHORT DUR | $69.2M | 6.7% | +16% | — |
| 8 | $AXP | AMERICAN EXPRESS CO | $55.4M | 5.3% | +1% | 69.4 |
| 9 | $MSFT | MICROSOFT CORP | $54.8M | 5.3% | +20% | 79.8 |
| 10 | $UBER | Uber Technologies, Inc | $35.0M | 3.4% | +1% | 73.5 |
| 11 |  $PANW | Palo Alto Networks Inc | $33.8M | 3.3% | -0% | 65.5 |
| 12 |  $APD | Air Products & Chemicals, Inc. | $31.2M | 3.0% | -1% | 46.4 |
| 13 |  $RTX | RTX Corp | $27.7M | 2.7% | -2% | 73.2 |
| 14 |  $V | VISA INC. | $25.5M | 2.5% | +3% | 82.9 |
| 15 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $19.8M | 1.9% | +3% | — |
| 16 |  $HSY | HERSHEY CO | $19.6M | 1.9% | +3% | 65.7 |
| 17 |  $NFLX | NETFLIX INC | $18.5M | 1.8% | +2% | 78.8 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $17.4M | 1.7% | -0% | 69 |
| 19 |  $HD | HOME DEPOT, INC. | $13.9M | 1.3% | +1633% | 60.3 |
| 20 |  $PLTR | Palantir Technologies Inc. | $12.1M | 1.2% | +4% | 84.6 |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $5.8M | 0.6% | +1% | — |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.7M | 0.6% | +1% | — |
| 23 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5.5M | 0.5% | -1% | — |
| 24 |  $CAT | CATERPILLAR INC | $5.5M | 0.5% | -0% | 66.5 |
| 25 |  $WMT | Walmart Inc. | $4.0M | 0.4% | -3% | 60.2 |
| 26 | $TSLA | Tesla, Inc. | $3.1M | 0.3% | +0% | 53.9 |
| 27 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.8M | 0.3% | -12% | — |
| 28 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.7M | 0.3% | +514% | — |
| 29 |  $ETN | Eaton Corp plc | $2.6M | 0.3% | +0% | — |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.4M | 0.2% | +43% | 66.2 |
| 31 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $2.2M | 0.2% | +0% | — |
| 32 |  $CATY | CATHAY GENERAL BANCORP | $1.9M | 0.2% | +0% | 58.5 |
| 33 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.2% | +0% | 64.6 |
| 34 |  $AVGO | Broadcom Inc. | $1.5M | 0.1% | +0% | 84.5 |
| 35 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.3M | 0.1% | -0% | — |
| 36 |  $EMR | EMERSON ELECTRIC CO | $1.2M | 0.1% | +0% | 65.3 |
| 37 |  $LLY | ELI LILLY & Co | $1.2M | 0.1% | +0% | 87.5 |
| 38 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.1% | +2% | 70.7 |
| 39 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.1% | +0% | — |
| 40 |  $MRK | Merck & Co., Inc. | $1.0M | 0.1% | +0% | 59.9 |
| 41 |  $MA | Mastercard Inc | $1.0M | 0.1% | -14% | 85.1 |
| 42 |  $SNOW | Snowflake Inc. | $996,113 | 0.1% | -13% | 54.9 |
| 43 |  $PPG | PPG INDUSTRIES INC | $984,511 | 0.1% | +0% | 59.1 |
| 44 |  $CARR | CARRIER GLOBAL Corp | $969,027 | 0.1% | +0% | 56.6 |
| 45 |  $CVX | CHEVRON CORP | $925,288 | 0.1% | +2% | 62.8 |
| 46 |  $MS | MORGAN STANLEY | $917,058 | 0.1% | +0% | 75.8 |
| 47 |  $ASML | ASML HOLDING NV | $799,755 | 0.1% | +1% | — |
| 48 |  $CRWD | CrowdStrike Holdings, Inc. | $781,455 | 0.1% | -3% | 67.7 |
| 49 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 50 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $741,313 | 0.1% | +6% | — |
| 51 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $659,381 | 0.1% | +0% | — |
| 52 |  $DE | DEERE & CO | $653,360 | 0.1% | +0% | 55.4 |
| 53 |  $ANGX | Angel Studios, Inc. | $601,608 | 0.1% | +0% | 34.9 |
| 54 |  $FCX | FREEPORT-MCMORAN INC | $598,335 | 0.1% | +0% | 62 |
| 55 |  $MCD | MCDONALDS CORP | $578,463 | 0.1% | -18% | 69 |
| 56 |  $PEP | PEPSICO INC | $558,004 | 0.1% | -15% | 63.4 |
| 57 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $547,032 | 0.1% | +11% | — |
| 58 |  $BAC | BANK OF AMERICA CORP /DE/ | $531,339 | 0.1% | -0% | 67.6 |
| 59 |  $ALL | ALLSTATE CORP | $518,709 | 0.1% | +0% | 78.5 |
| 60 |  $OTIS | Otis Worldwide Corp | $474,708 | 0.1% | +0% | 61.3 |
| 61 |  $AMD | ADVANCED MICRO DEVICES INC | $462,404 | 0.0% | NEW | 79.8 |
| 62 | — | ISHARES TR - CORE S&P500 ETF | $422,374 | 0.0% | -11% | — |
| 63 |  $GLD | SPDR GOLD TRUST | $415,533 | 0.0% | -22% | — |
| 64 | — | SPDR SERIES TRUST - ST STR SP DIV | $407,538 | 0.0% | +0% | — |
| 65 |  $HQY | HEALTHEQUITY, INC. | $393,615 | 0.0% | -19% | 71.2 |
| 66 |  $CMI | CUMMINS INC | $391,173 | 0.0% | +0% | 58.1 |
| 67 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $390,042 | 0.0% | -7% | — |
| 68 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $381,160 | 0.0% | +0% | — |
| 69 |  $ABBV | AbbVie Inc. | $374,440 | 0.0% | -0% | 72.6 |
| 70 |  $YUM | YUM BRANDS INC | $350,354 | 0.0% | +0% | 73.7 |
| 71 |  $VRT | Vertiv Holdings Co | $349,217 | 0.0% | -3% | 81 |
| 72 |  $GE | GENERAL ELECTRIC CO | $336,731 | 0.0% | -2% | 73.8 |
| 73 |  $BMY | BRISTOL MYERS SQUIBB CO | $331,891 | 0.0% | +0% | 70.4 |
| 74 |  $BP | BP PLC | $329,188 | 0.0% | +0% | — |
| 75 |  $GEV | GE Vernova Inc. | $323,087 | 0.0% | -12% | 81.1 |
| 76 |  $GS | GOLDMAN SACHS GROUP INC | $322,627 | 0.0% | +0% | 73.5 |
| 77 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $313,409 | 0.0% | +3% | — |
| 78 |  $RSG | REPUBLIC SERVICES, INC. | $311,523 | 0.0% | +0% | 62.3 |
| 79 |  $CORT | CORCEPT THERAPEUTICS INC | $304,325 | 0.0% | NEW | 57.8 |
| 80 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $296,536 | 0.0% | +0% | — |
| 81 |  $PH | Parker-Hannifin Corp | $295,392 | 0.0% | +0% | 65.8 |
| 82 |  $HWC | HANCOCK WHITNEY CORP | $286,028 | 0.0% | +0% | 53 |
| 83 |  $NEM | NEWMONT Corp /DE/ | $285,991 | 0.0% | +0% | 86.8 |
| 84 |  $RY | ROYAL BANK OF CANADA | $285,826 | 0.0% | +0% | 74.8 |
| 85 |  $ORCL | ORACLE CORP | $284,845 | 0.0% | +0% | 66.2 |
| 86 |  $GSK | GSK plc | $284,588 | 0.0% | +0% | — |
| 87 |  $SRE | SEMPRA | $278,130 | 0.0% | +0% | 41.9 |
| 88 |  $PFE | PFIZER INC | $268,385 | 0.0% | +0% | 62 |
| 89 |  $FNV | FRANCO NEVADA Corp | $268,262 | 0.0% | +0% | — |
| 90 |  $CB | Chubb Ltd | $266,118 | 0.0% | +0% | — |
| 91 |  $KMB | KIMBERLY CLARK CORP | $263,448 | 0.0% | +0% | 58.7 |
| 92 |  $ORKA | Oruka Therapeutics, Inc. | $261,718 | 0.0% | NEW | — |
| 93 | — | SPDR SERIES TRUST - ST STR P500ETF | $259,773 | 0.0% | +0% | — |
| 94 |  $HWM | Howmet Aerospace Inc. | $256,761 | 0.0% | +0% | 73.9 |
| 95 |  $TEL | TE Connectivity plc | $252,013 | 0.0% | +0% | — |
| 96 |  $ISRG | INTUITIVE SURGICAL INC | $250,936 | 0.0% | +0% | 79.9 |
| 97 |  $KNX | Knight-Swift Transportation Holdings Inc. | $249,885 | 0.0% | NEW | 54.4 |
| 98 |  $BSX | BOSTON SCIENTIFIC CORP | $248,312 | 0.0% | NEW | 77.5 |
| 99 | — | DIREXION SHARES ETF TRUST - DA 500 BU 3X ETF | $239,814 | 0.0% | NEW | — |
| 100 | — | ISHARES TR - SELECT DIVID ETF | $236,091 | 0.0% | +0% | — |
| 101 |  $CSCO | CISCO SYSTEMS, INC. | $235,272 | 0.0% | NEW | 70.3 |
| 102 |  $CINF | CINCINNATI FINANCIAL CORP | $229,203 | 0.0% | NEW | 84.3 |
| 103 |  $LRCX | LAM RESEARCH CORP | $216,232 | 0.0% | NEW | 79.4 |
| 104 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $204,569 | 0.0% | +0% | — |
| 105 |  $GBCI | GLACIER BANCORP, INC. | $200,491 | 0.0% | NEW | 68.1 |
| 106 |  $LYG | Lloyds Banking Group plc | $112,729 | 0.0% | +0% | — |
| 107 |  $PDSB | PDS Biotechnology Corp | $62,035 | 0.0% | -6% | — |
| 108 |  $ASG | LIBERTY ALL STAR GROWTH FUND INC. | $55,006 | 0.0% | +0% | — |
| 109 |  $MVIS | MICROVISION, INC. | $4,418 | 0.0% | -4% | 8 |
New Positions (10)
$AMD ADVANCED MICRO DEVICES INC$462,404$CORT CORCEPT THERAPEUTICS INC$304,325$ORKA Oruka Therapeutics, Inc.$261,718$KNX Knight-Swift Transportation Holdings Inc.$249,885$BSX BOSTON SCIENTIFIC CORP$248,312$CSCO CISCO SYSTEMS, INC.$235,272$CINF CINCINNATI FINANCIAL CORP$229,203$LRCX LAM RESEARCH CORP$216,232$GBCI GLACIER BANCORP, INC.$200,491Exited Positions (5)
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