Hunter Perkins Capital Management

Hunter Perkins Capital Management as of June 30, 2025

Portfolio Holdings for Hunter Perkins Capital Management

Hunter Perkins Capital Management holds 110 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Labcorp Holdings Com Shs (LH) 6.5 $28M 105k 262.51
Casey's General Stores (CASY) 6.4 $27M 53k 510.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.1 $26M 53k 485.76
Equity Lifestyle Properties (ELS) 4.3 $18M 293k 61.67
Fiserv (FI) 3.2 $14M 78k 172.41
Alphabet Cap Stk Cl A (GOOGL) 3.0 $13M 73k 176.23
Analog Devices (ADI) 2.8 $12M 49k 238.01
Chubb (CB) 2.6 $11M 38k 290.68
Prosperity Bancshares (PB) 2.6 $11M 153k 70.82
Black Hills Corporation (BKH) 2.6 $11M 194k 56.10
LKQ Corporation (LKQ) 2.5 $10M 282k 37.01
Graphic Packaging Holding Company (GPK) 2.4 $10M 484k 21.18
John B. Sanfilippo & Son (JBSS) 2.2 $9.2M 145k 63.24
Merck & Co (MRK) 2.1 $9.1M 113k 79.97
Truist Financial Corp equities (TFC) 2.1 $8.8M 204k 42.99
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.9 $8.2M 36k 227.26
Johnson & Johnson (JNJ) 1.9 $8.2M 54k 152.75
General Dynamics Corporation (GD) 1.8 $7.5M 26k 291.66
EOG Resources (EOG) 1.8 $7.4M 62k 119.61
Hartford Financial Services (HIG) 1.6 $7.0M 55k 127.39
JPMorgan Chase & Co. (JPM) 1.5 $6.6M 23k 289.90
Webster Financial Corporation (WBS) 1.5 $6.5M 118k 54.60
Anthem (ELV) 1.4 $6.0M 15k 388.98
Wec Energy Group (WEC) 1.4 $5.8M 55k 104.20
Middleby Corporation (MIDD) 1.4 $5.7M 40k 144.01
Columbia Banking System (COLB) 1.4 $5.7M 245k 23.38
Ensign (ENSG) 1.3 $5.4M 35k 154.32
A. O. Smith Corporation (AOS) 1.2 $5.3M 81k 65.57
Sun Communities (SUI) 1.2 $5.1M 40k 127.54
Check Point Software Tech Lt Ord (CHKP) 1.2 $4.9M 22k 221.24
Regeneron Pharmaceuticals (REGN) 1.1 $4.4M 8.5k 524.96
First Community Corporation (FCCO) 1.0 $4.4M 181k 24.38
Charles Schwab Corporation (SCHW) 1.0 $4.4M 48k 91.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $4.4M 6.00 728833.33
Flowers Foods (FLO) 0.9 $3.8M 240k 15.98
American Tower Reit (AMT) 0.8 $3.5M 16k 222.75
Gentex Corporation (GNTX) 0.8 $3.4M 155k 21.99
Coherent Corp (COHR) 0.8 $3.4M 38k 89.22
Icon SHS (ICLR) 0.8 $3.3M 22k 145.45
South State Corporation 0.8 $3.3M 35k 92.03
Stryker Corporation (SYK) 0.8 $3.2M 8.2k 396.48
Canadian Pacific Kansas City (CP) 0.7 $3.2M 40k 79.44
Spdr S&p 500 Etf Tr Put (Principal) (SPY) 0.6 $2.5M 4.0k 617.75
Waters Corporation (WAT) 0.6 $2.4M 7.0k 349.04
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.2M 12k 177.38
Nanophase Technologies Corporation (SLSN) 0.5 $1.9M 438k 4.36
Prologis (PLD) 0.4 $1.8M 17k 105.13
Sprott Physical Gold & Silve Tr Unit (CEF) 0.4 $1.8M 58k 30.10
Pinnacle Financial Partners (PNFP) 0.4 $1.7M 16k 110.39
Diamondback Energy (FANG) 0.4 $1.7M 12k 137.42
Axis Cap Hldgs SHS (AXS) 0.4 $1.7M 16k 104.24
Hanover Insurance (THG) 0.4 $1.6M 9.2k 169.83
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.4 $1.5M 14k 105.48
UMH Properties (UMH) 0.3 $1.5M 88k 16.79
Republic Services (RSG) 0.3 $1.4M 5.7k 246.60
Match Group (MTCH) 0.3 $1.4M 45k 30.89
Fifth Third Ban (FITB) 0.3 $1.4M 33k 41.50
Lazard Ltd Shs -a - (LAZ) 0.3 $1.4M 29k 47.99
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.3M 2.1k 621.03
Lear Corp Com New (LEA) 0.3 $1.3M 14k 94.97
Hancock Holding Company (HWC) 0.3 $1.3M 23k 57.41
Littelfuse (LFUS) 0.3 $1.2M 5.4k 226.70
Wintrust Financial Corporation (WTFC) 0.3 $1.2M 9.6k 123.95
Cavco Industries (CVCO) 0.3 $1.2M 2.7k 434.44
Simpson Manufacturing (SSD) 0.3 $1.2M 7.6k 155.30
Vishay Intertechnology (VSH) 0.3 $1.2M 73k 15.87
Us Bancorp Del Com New (USB) 0.3 $1.1M 24k 45.76
Reynolds Consumer Prods (REYN) 0.3 $1.1M 50k 21.41
Tower Semiconductor Shs New (TSEM) 0.2 $1.1M 24k 43.35
Esab Corporation (ESAB) 0.2 $1.0M 8.7k 120.60
Academy Sports & Outdoor (ASO) 0.2 $1.0M 23k 44.94
Bio-techne Corporation (TECH) 0.2 $1.0M 20k 51.45
Elme Communities Sh Ben Int (ELME) 0.2 $1.0M 63k 16.09
Microsoft Corporation (MSFT) 0.2 $1.0M 2.0k 497.30
Matador Resources (MTDR) 0.2 $969k 20k 47.71
Magnolia Oil & Gas Corp Cl A (MGY) 0.2 $967k 43k 22.48
CSX Corporation (CSX) 0.2 $963k 30k 32.64
Cohen & Steers (CNS) 0.2 $929k 12k 75.35
Apple (AAPL) 0.2 $926k 4.5k 205.28
Marcus & Millichap (MMI) 0.2 $914k 30k 30.71
Quaker Chemical Corporation (KWR) 0.2 $871k 7.8k 111.88
Msa Safety Inc equity (MSA) 0.2 $838k 5.0k 167.60
Old Second Ban (OSBC) 0.2 $813k 46k 17.74
Armstrong World Industries (AWI) 0.2 $811k 5.0k 162.53
Trinet (TNET) 0.2 $794k 11k 73.15
First Industrial Realty Trust (FR) 0.2 $746k 15k 48.46
Levi Strauss & Co Cl A Com Stk (LEVI) 0.2 $659k 36k 18.50
Generac Holdings (GNRC) 0.1 $625k 4.4k 143.18
Etsy (ETSY) 0.1 $593k 12k 50.19
Jones Lang LaSalle Incorporated (JLL) 0.1 $574k 2.2k 255.68
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $561k 41k 13.72
WNS HLDGS Com Shs (WNS) 0.1 $535k 8.5k 63.20
Haemonetics Corporation (HAE) 0.1 $530k 7.1k 74.65
Globus Med Cl A (GMED) 0.1 $521k 8.8k 59.00
Core & Main Cl A (CNM) 0.1 $519k 8.6k 60.38
Bluelinx Hldgs Com New (BXC) 0.1 $495k 6.7k 74.32
J Global (ZD) 0.1 $493k 16k 30.29
Mercury Computer Systems (MRCY) 0.1 $477k 8.9k 53.83
Cactus Cl A (WHD) 0.1 $462k 11k 43.69
Provident Financial Services (PFS) 0.1 $441k 25k 17.55
Kroger (KR) 0.1 $439k 6.1k 71.67
Independence Realty Trust In (IRT) 0.1 $408k 23k 17.84
Ishares Silver Tr Ishares (SLV) 0.1 $366k 11k 32.79
Omnicell (OMCL) 0.1 $275k 9.4k 29.35
Spdr Gold Tr Gold Shs (GLD) 0.1 $213k 700.00 304.29
Pimco Municipal Income Fund II (PML) 0.0 $200k 27k 7.51
Voyager Therapeutics (VYGR) 0.0 $188k 60k 3.12
Nuvation Bio Com Cl A (NUVB) 0.0 $44k 23k 1.96
Atai Life Sciences Nv SHS (ATAI) 0.0 $32k 15k 2.17
Mersana Therapeutics 0.0 $3.0k 10k 0.30