Hunter Perkins Capital Management

Hunter Perkins Capital Management as of Sept. 30, 2025

Portfolio Holdings for Hunter Perkins Capital Management

Hunter Perkins Capital Management holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Labcorp Holdings Com Shs (LH) 6.7 $30M 105k 287.06
Casey's General Stores (CASY) 6.4 $29M 51k 565.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.9 $26M 53k 502.74
Equity Lifestyle Properties (ELS) 4.6 $21M 340k 60.70
Alphabet Cap Stk Cl A (GOOGL) 3.9 $18M 73k 243.10
Analog Devices (ADI) 2.7 $12M 49k 245.69
Fiserv (FI) 2.7 $12M 93k 128.93
Chubb (CB) 2.4 $11M 38k 283.21
Prosperity Bancshares (PB) 2.4 $11M 159k 66.92
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.2 $10M 36k 280.12
Johnson & Johnson (JNJ) 2.2 $9.9M 54k 185.41
Merck & Co (MRK) 2.1 $9.6M 113k 84.73
Black Hills Corporation (BKH) 2.1 $9.4M 153k 61.59
John B. Sanfilippo & Son (JBSS) 2.1 $9.4M 146k 64.28
Truist Financial Corp equities (TFC) 2.1 $9.3M 203k 45.72
General Dynamics Corporation (GD) 1.9 $8.7M 26k 340.98
Graphic Packaging Holding Company (GPK) 1.9 $8.6M 435k 19.68
Hartford Financial Services (HIG) 1.6 $7.3M 55k 133.91
EOG Resources (EOG) 1.5 $6.9M 62k 112.12
JPMorgan Chase & Co. (JPM) 1.5 $6.9M 22k 315.44
Webster Financial Corporation (WBS) 1.5 $6.9M 116k 59.44
Anthem (ELV) 1.5 $6.7M 21k 323.11
Regeneron Pharmaceuticals (REGN) 1.4 $6.5M 12k 562.24
Columbia Banking System (COLB) 1.4 $6.3M 243k 25.74
Wec Energy Group (WEC) 1.4 $6.2M 54k 114.60
A. O. Smith Corporation (AOS) 1.3 $5.8M 79k 73.41
Ensign (ENSG) 1.2 $5.5M 32k 172.83
Sun Communities (SUI) 1.1 $5.2M 40k 130.05
First Community Corporation (FCCO) 1.1 $5.1M 180k 28.22
LKQ Corporation (LKQ) 1.1 $4.8M 159k 30.54
Flowers Foods (FLO) 1.0 $4.7M 358k 13.05
Icon SHS (ICLR) 1.0 $4.6M 27k 174.99
Check Point Software Tech Lt Ord (CHKP) 1.0 $4.6M 22k 206.90
Charles Schwab Corporation (SCHW) 1.0 $4.6M 48k 95.47
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $4.5M 6.00 754166.67
Middleby Corporation (MIDD) 1.0 $4.3M 33k 132.92
Gentex Corporation (GNTX) 1.0 $4.3M 152k 28.30
Nextera Energy (NEE) 0.9 $4.0M 53k 75.48
Southstate Bk Corp (SSB) 0.8 $3.5M 35k 98.88
American Tower Reit (AMT) 0.7 $3.1M 16k 194.04
Stryker Corporation (SYK) 0.7 $3.0M 8.2k 370.54
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.0M 12k 243.52
Canadian Pacific Kansas City (CP) 0.7 $3.0M 40k 74.65
Coherent Corp (COHR) 0.6 $2.8M 26k 107.73
Accenture Plc Ireland Shs Class A (ACN) 0.6 $2.6M 11k 246.60
Thermo Fisher Scientific (TMO) 0.5 $2.4M 5.0k 485.45
Prologis (PLD) 0.5 $2.3M 20k 114.52
Sprott Asset Management Physical Gold An (CEF) 0.5 $2.1M 58k 36.69
Waters Corporation (WAT) 0.5 $2.1M 7.0k 299.80
Tower Semiconductor Shs New (TSEM) 0.4 $1.6M 23k 72.32
Diamondback Energy (FANG) 0.4 $1.6M 11k 143.10
Match Group (MTCH) 0.3 $1.6M 45k 35.32
Hanover Insurance (THG) 0.3 $1.6M 8.6k 181.57
Lazard Ltd Shs -a - (LAZ) 0.3 $1.5M 29k 52.80
Fifth Third Ban (FITB) 0.3 $1.4M 32k 44.95
Cavco Industries (CVCO) 0.3 $1.4M 2.5k 580.68
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.4M 2.1k 669.16
Hancock Holding Company (HWC) 0.3 $1.4M 23k 62.63
Axis Cap Hldgs SHS (AXS) 0.3 $1.4M 15k 96.23
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.3 $1.4M 13k 103.88
Littelfuse (LFUS) 0.3 $1.4M 5.4k 259.01
Spdr S&p 500 Etf Tr Put (Principal) (SPY) 0.3 $1.3M 2.0k 666.00
Lear Corp Com New (LEA) 0.3 $1.3M 13k 100.60
UMH Properties (UMH) 0.3 $1.3M 88k 14.85
Republic Services (RSG) 0.3 $1.3M 5.7k 229.48
Simpson Manufacturing (SSD) 0.3 $1.3M 7.6k 167.47
Wintrust Financial Corporation (WTFC) 0.3 $1.3M 9.6k 132.43
Reynolds Consumer Prods (REYN) 0.3 $1.3M 52k 24.46
Pinnacle Financial Partners (PNFP) 0.3 $1.2M 13k 93.81
Us Bancorp Del Com New (USB) 0.3 $1.2M 24k 48.87
Apple (AAPL) 0.3 $1.1M 4.5k 254.71
Elme Communities Sh Ben Int (ELME) 0.3 $1.1M 67k 17.04
Align Technology (ALGN) 0.3 $1.1M 9.1k 125.18
Esab Corporation (ESAB) 0.2 $1.1M 10k 111.76
Bio-techne Corporation (TECH) 0.2 $1.1M 20k 55.65
Academy Sports & Outdoor (ASO) 0.2 $1.1M 21k 50.15
CSX Corporation (CSX) 0.2 $1.0M 30k 35.53
Magnolia Oil & Gas Corp Cl A (MGY) 0.2 $1.0M 43k 23.88
Quaker Chemical Corporation (KWR) 0.2 $1.0M 7.8k 131.79
Microsoft Corporation (MSFT) 0.2 $1.0M 1.9k 517.83
Amrize SHS (AMRZ) 0.2 $975k 20k 48.54
Armstrong World Industries (AWI) 0.2 $921k 4.7k 195.96
Matador Resources (MTDR) 0.2 $913k 20k 44.95
Marcus & Millichap (MMI) 0.2 $904k 31k 29.59
Vishay Intertechnology (VSH) 0.2 $883k 58k 15.31
Cohen & Steers (CNS) 0.2 $875k 13k 65.63
Haemonetics Corporation (HAE) 0.2 $866k 18k 48.75
Msa Safety Inc equity (MSA) 0.2 $860k 5.0k 172.00
Trinet (TNET) 0.2 $833k 13k 66.85
First Industrial Realty Trust (FR) 0.2 $799k 15k 51.90
Old Second Ban (OSBC) 0.2 $792k 46k 17.29
Etsy (ETSY) 0.2 $784k 12k 66.36
Cactus Cl A (WHD) 0.2 $750k 19k 39.47
Generac Holdings (GNRC) 0.2 $731k 4.4k 167.47
Provident Financial Services (PFS) 0.2 $730k 38k 19.28
J Global (ZD) 0.2 $702k 18k 38.08
Globus Med Cl A (GMED) 0.2 $681k 12k 57.25
Jones Lang LaSalle Incorporated (JLL) 0.1 $670k 2.2k 298.44
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $652k 41k 15.94
WNS HLDGS Com Shs (WNS) 0.1 $646k 8.5k 76.31
Levi Strauss & Co Cl A Com Stk (LEVI) 0.1 $594k 26k 23.32
Mercury Computer Systems (MRCY) 0.1 $515k 6.7k 77.33
Teleflex Incorporated (TFX) 0.1 $501k 4.1k 122.28
Equinor Asa Sponsored Adr (EQNR) 0.1 $488k 20k 24.40
Bluelinx Hldgs Com New (BXC) 0.1 $487k 6.7k 73.12
Independence Realty Trust In (IRT) 0.1 $483k 29k 16.56
Ishares Silver Tr Ishares (SLV) 0.1 $473k 11k 42.37
Kroger (KR) 0.1 $413k 6.1k 67.43
Core & Main Cl A (CNM) 0.1 $365k 6.8k 53.80
Omnicell (OMCL) 0.1 $285k 9.4k 30.42
Voyager Therapeutics (VYGR) 0.1 $251k 54k 4.66
Spdr Gold Tr Gold Shs (GLD) 0.1 $249k 700.00 355.71
Pimco Municipal Income Fund II (PML) 0.0 $211k 27k 7.92
Nuvation Bio Com Cl A (NUVB) 0.0 $83k 23k 3.69
Atai Life Sciences Nv SHS (ATAI) 0.0 $78k 15k 5.29