Equal-WT
WhaleScore 2.0
?
Amussen Hunsaker Associates is based out of Nsl. Amussen Hunsaker Associates is a large advisory firm with 1830 clients and discretionary assets under management (AUM) of $542,716,661 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $505,845,219 in managed 13F securities
and a top 10 holdings concentration of 70.59%. Amussen Hunsaker Associates's largest holding is Apple Inc with shares held of 299,172. Whalewisdom has at least 32 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
META Meta Platforms Inc | 0.74% |
AXP American Express Co | 0.68% |
DIS Walt Disney Co. (The | 0.17% |
RTX Raytheon Technologie | 0.11% |
VGSH VANGUARD SHORT-TERM | 0.09% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
GOOG Alphabet Inc. Class | 0.62% |
JNJ Johnson & Johnson Co | 0.6% |
AAPL Apple Inc | 0.29% |
HQY HealthEquity Inc | 0.2% |
PEP Pepsico Inc. (Loft, | 0.09% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 11.39% |
BRK.B Berkshire Hathaway I | 11.38% |
AMZN Amazon.com Inc. | 9.45% |
MSFT Microsoft Corp. | 7.66% |
META Meta Platforms Inc | 7.12% |
2023-12-31
13F Activity
Market Value | $0.51b, Prior: $445m |
New Purchases | 6 stocks |
Added To | 35 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 31 stocks |
Top 10 Holdings % | 70.59% |
Turnover %[1] | 6.86% |
Turnover Alt %[2] | 1.23% |
Time Held Top 20 | 16.3 quarters |
Time Held Top 10 | 17.1 quarters |
Time Held All | 14.62 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31