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AMUSSEN HUNSAKER ASSOCIATES LLC

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NSL UT Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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)

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

Portfolio Performance