Amussen Hunsaker & Associates LLC

RIA/Wealth

Amussen Hunsaker & Associates LLC is a RIA/Wealth based in Atlanta, GA led by Franz Salzner Amussen, reporting $1.1B in AUM as of Q3 2025 with 31% Technology concentration and 72% concentrated in top 10 holdings.

Managing PartnerFranz Salzner Amussen

Portfolio Value: $962.6M
Positions: 103
Top Holding: BRK.B at 9.95%
Last Reported: Q3 2025

Address3355 Lenox Rd, Suite 925, Atlanta, GA, 30326, United States

Top Holdings

Largest long holdings in Amussen Hunsaker & Associates LLC's portfolio (71.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$95.7M	9.95%	+$7.6M Bought	0.01% 190.2K shares	Q2 2018 Held for 7y 5m
2 Amazon AMZN	Specialty Retail Consumer Cyclical	$85.2M	8.85%	-$191.4K Sold	0.00% 387.3K shares	Q3 2017 Held for 8y 2m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$84.0M	8.72%	-$1.9M Sold	0.00% 114.7K shares	Q2 2017 Held for 8y 5m
4 Apple AAPL	Consumer Electronics Technology	$76.7M	7.97%	-$2.5M Sold	0.00% 301.0K shares	Q2 2017 Held for 8y 5m
5 Nvidia NVDA	Semiconductors Technology	$76.2M	7.91%	-$19.2M Sold	0.00% 408.7K shares	Q2 2018 Held for 7y 5m
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$65.6M	6.81%	-$2.0M Sold	0.00% 269.4K shares	Q2 2017 Held for 8y 5m
7 American Express AXP	Financial - Credit Services Financial Services	$61.6M	6.40%	-$1.3M Sold	0.03% 185.0K shares	Q2 2017 Held for 8y 5m
8 Microsoft MSFT	Software - Infrastructure Technology	$60.0M	6.23%	+$158.9K Bought	0.00% 115.9K shares	Q2 2017 Held for 8y 5m
9 Uber Technologies UBER	Software - Application Technology	$43.3M	4.50%	+$48.9K Bought	0.02% 441.6K shares	Q3 2023 Held for 2y 2m
10 BlackRock Ultra Short-Term Bond ICSH	ETF ETF	$42.8M	4.45%	+$1.3M Bought	— 843.2K shares	Q2 2019 Held for 6y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Amussen Hunsaker & Associates LLC's latest filing

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Market Value

$962.6M

Prior: $897.3M

Q/Q Change

+7.28%

+$65.3M

Net Flows % of MV

-2.08%

Turnover Ratio

3.06%

New Purchases

4 stocks

$741.4K

Added To

15 stocks

+$15.1M

Sold Out Of

1 stocks

$209.8K

Reduced Holdings

41 stocks

-$35.6M

Increased Positions

Position	Shares Δ	Change
1 CoreWeave, Inc. CRWV	New	0 → 1.7K +$237.1K
2 TCOM Trip.com Group TCOM	New	0 → 2.8K +$213.3K
3 Vertiv Holdings Co VRT	New	0 → 1.4K +$207.5K
4 Gambling.com Group GAMB	New	0 → 10.3K +$83.5K
5 Eli Lilly LLY	+175.44%	399.0 → 1.1K +$534.0K

Decreased Positions

Position	Shares Δ	Change
1 Wells Fargo & Company WFC	Sold	2.6K → 0 −$209.8K
2 Emerson Electric EMR	-50.04%	17.1K → 8.6K −$1.1M
3 Cathay General Bancorp CATY	-50.0%	62.3K → 31.1K −$1.5M
4 Chubb CB	-44.41%	1.4K → 781.0 −$176.1K
5 XLY Consumer Discretionary Select Sector SPDR Fund XLY	-39.25%	2.7K → 1.6K −$251.8K

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Analytics

Portfolio insights and performance metrics for Amussen Hunsaker & Associates LLC

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Sector Allocation

Technology

30.70%

Communication Services

20.90%

Financial Services

19.50%

Consumer Cyclical

9.40%

ETF

8.40%

Industrials

3.70%

Consumer Defensive

3.30%

Basic Materials

1.90%

Healthcare

1.70%

Energy

0.20%

Utilities

0.10%

Market Cap Distribution

Mega Cap (> $200B)

83.60%

Large Cap ($10B - $200B)

7.38%

Mid Cap ($2B - $10B)

0.37%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.01%

N/A (ETF or Unknown)

8.63%

Portfolio Concentration

Top 10 Holdings %

71.79%

Top 20 Holdings %

92.76%

Top 50 Holdings %

98.28%

Top 100 Holdings %

99.97%