HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1380137 PITTSBURGH, PA

Position in TBLD

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$585,958

-$6,757 QoQ

Shares Held

26,550

-5.3% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#33

of 56 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC holds $11,635,026 across 5 Asset Management names. TBLD ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	82,028	$9,325,763
2	STT	State Street Corp	7,572	$1,284,211
3	TBLD	Thornburg Income Builder Opportunities Trust This page	26,550	$585,958
4	PFG	Principal Financial Group Inc	2,135	$230,110
5	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	7,550	$208,984

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$585,958	26,550	-5.3%	Shares	Sole	2026-07-23
2026-03-31	$592,715	28,031	+0.7%	Shares	Sole	2026-04-27
2025-12-31	$559,403	27,831	+20.8%	Shares	Sole	2026-01-21
2025-09-30	$458,086	23,031	+12.3%	Shares	Sole	2025-10-30
2025-06-30	$402,210	20,500	0.0%	Shares	Sole	2025-08-05
2025-03-31	$367,770	20,500	0.0%	Shares	Sole	2025-04-30
2024-12-31	$333,740	20,500	+0.5%	Shares	Sole	2025-01-23
2024-09-30	$363,528	20,400	+23.4%	Shares	Sole	2024-10-24
2024-06-30	$266,548	16,525	+5.8%	Shares	Sole	2024-08-01
2024-03-31	$252,656	15,625	0.0%	Shares	Sole	2024-05-01
2023-12-31	$242,343	15,625	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.