Hunter Perkins Capital Management

Hunter Perkins Capital Management as of Dec. 31, 2025

Portfolio Holdings for Hunter Perkins Capital Management

Hunter Perkins Capital Management holds 116 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.0 $26M 52k 502.65
Labcorp Holdings Com Shs (LH) 5.6 $24M 96k 250.88
Casey's General Stores (CASY) 5.4 $23M 42k 552.71
Equity Lifestyle Properties (ELS) 4.9 $21M 347k 61.12
Alphabet Cap Stk Cl A (GOOGL) 4.7 $20M 65k 312.99
Analog Devices (ADI) 2.7 $12M 44k 271.19
Chubb (CB) 2.6 $11M 36k 313.09
Merck & Co (MRK) 2.5 $11M 103k 106.10
Black Hills Corporation (BKH) 2.3 $9.8M 141k 69.42
Truist Financial Corp equities (TFC) 2.2 $9.7M 197k 49.21
John B. Sanfilippo & Son (JBSS) 2.2 $9.6M 136k 70.60
Prosperity Bancshares (PB) 2.2 $9.4M 134k 69.71
Regeneron Pharmaceuticals (REGN) 1.9 $8.4M 11k 771.84
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.9 $8.3M 27k 304.68
General Dynamics Corporation (GD) 1.9 $8.2M 24k 336.65
EOG Resources (EOG) 1.6 $7.1M 68k 105.01
Align Technology (ALGN) 1.6 $6.8M 44k 156.15
Johnson & Johnson (JNJ) 1.5 $6.5M 32k 206.96
Columbia Banking System (COLB) 1.5 $6.3M 227k 27.95
Webster Financial Corporation (WBS) 1.4 $6.3M 99k 62.94
JPMorgan Chase & Co. (JPM) 1.4 $6.2M 19k 322.22
Anthem (ELV) 1.3 $5.8M 17k 350.52
Hartford Financial Services (HIG) 1.3 $5.7M 41k 138.40
Wec Energy Group (WEC) 1.3 $5.6M 54k 105.46
Accenture Plc Ireland Shs Class A (ACN) 1.3 $5.6M 21k 268.29
First Community Corporation (FCCO) 1.2 $5.2M 174k 29.65
A. O. Smith Corporation (AOS) 1.2 $5.2M 77k 66.88
Sun Communities (SUI) 1.1 $5.0M 40k 124.95
Middleby Corporation (MIDD) 1.1 $4.8M 33k 148.66
Charles Schwab Corporation (SCHW) 1.1 $4.8M 48k 99.90
Icon SHS (ICLR) 1.1 $4.8M 26k 182.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $4.5M 6.00 754833.33
Fiserv (FI) 1.0 $4.5M 67k 67.17
Ensign (ENSG) 1.0 $4.4M 25k 174.26
Nextera Energy (NEE) 1.0 $4.2M 52k 80.28
Check Point Software Tech Lt Ord (CHKP) 1.0 $4.1M 22k 185.57
Adobe Systems Incorporated (ADBE) 1.0 $4.1M 12k 349.97
Zoetis Cl A (ZTS) 0.9 $3.9M 31k 125.83
Gentex Corporation (GNTX) 0.8 $3.6M 153k 23.27
Southstate Bk Corp (SSB) 0.8 $3.3M 35k 94.10
MarketAxess Holdings (MKTX) 0.7 $3.1M 17k 181.26
Alphabet Cap Stk Cl C (GOOG) 0.7 $3.0M 9.6k 313.75
Canadian Pacific Kansas City (CP) 0.7 $2.9M 40k 73.79
Stryker Corporation (SYK) 0.7 $2.9M 8.2k 352.34
Thermo Fisher Scientific (TMO) 0.7 $2.9M 5.0k 579.84
American Tower Reit (AMT) 0.6 $2.8M 16k 177.24
Waters Corporation (WAT) 0.6 $2.7M 7.0k 379.76
Coherent Corp (COHR) 0.6 $2.6M 14k 184.60
Sprott Asset Management Physical Gold An (CEF) 0.6 $2.5M 54k 45.80
Prologis (PLD) 0.6 $2.4M 19k 127.66
Graphic Packaging Holding Company (GPK) 0.5 $2.3M 152k 15.17
Flowers Foods (FLO) 0.5 $2.1M 192k 10.88
Diamondback Energy (FANG) 0.4 $1.9M 13k 150.30
Tower Semiconductor Shs New (TSEM) 0.4 $1.9M 16k 117.43
Cohen & Steers (CNS) 0.4 $1.6M 26k 62.79
Axis Cap Hldgs SHS (AXS) 0.4 $1.6M 15k 107.54
Lear Corp Com New (LEA) 0.3 $1.5M 13k 114.57
Simpson Manufacturing (SSD) 0.3 $1.5M 9.2k 161.45
Cavco Industries (CVCO) 0.3 $1.5M 2.5k 590.74
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.5M 2.1k 685.05
Grupo Aeroportuario Del Cent Spon Adr (OMAB) 0.3 $1.5M 13k 108.81
Hanover Insurance (THG) 0.3 $1.4M 7.9k 182.83
Match Group (MTCH) 0.3 $1.4M 45k 32.29
Esab Corporation (ESAB) 0.3 $1.4M 13k 111.78
UMH Properties (UMH) 0.3 $1.4M 88k 15.91
Littelfuse (LFUS) 0.3 $1.4M 5.4k 252.85
Haemonetics Corporation (HAE) 0.3 $1.3M 16k 80.14
Hancock Holding Company (HWC) 0.3 $1.3M 20k 63.69
Pinnacle Financial Partners 0.3 $1.2M 13k 95.41
Apple (AAPL) 0.3 $1.2M 4.5k 271.78
Us Bancorp Del Com New (USB) 0.3 $1.2M 23k 53.89
Lazard Ltd Shs -a - (LAZ) 0.3 $1.2M 25k 48.54
Republic Services (RSG) 0.3 $1.2M 5.7k 212.00
Wintrust Financial Corporation (WTFC) 0.3 $1.2M 8.6k 139.81
Reynolds Consumer Prods (REYN) 0.3 $1.2M 52k 22.91
Elme Communities Sh Ben Int (ELME) 0.3 $1.2M 67k 17.40
CSX Corporation (CSX) 0.2 $1.1M 30k 36.24
Matador Resources (MTDR) 0.2 $1.1M 25k 42.43
Quaker Chemical Corporation (KWR) 0.2 $1.1M 7.7k 137.33
Globus Med Cl A (GMED) 0.2 $1.0M 12k 87.35
Amrize SHS (AMRZ) 0.2 $1.0M 19k 54.07
Spdr S&p 500 Etf Tr Put (Principal) (SPY) 0.2 $1.0M 1.5k 682.00
Cactus Cl A (WHD) 0.2 $959k 21k 45.68
Magnolia Oil & Gas Corp Cl A (MGY) 0.2 $941k 43k 21.88
Microsoft Corporation (MSFT) 0.2 $936k 1.9k 483.72
First Industrial Realty Trust (FR) 0.2 $913k 16k 57.69
Old Second Ban (OSBC) 0.2 $893k 46k 19.49
Marcus & Millichap (MMI) 0.2 $850k 31k 27.30
Msa Safety Inc equity (MSA) 0.2 $850k 5.3k 160.08
American States Water Company (AWR) 0.2 $797k 11k 72.43
Academy Sports & Outdoor (ASO) 0.2 $785k 16k 50.10
Jones Lang LaSalle Incorporated (JLL) 0.2 $755k 2.2k 336.30
Provident Financial Services (PFS) 0.2 $748k 38k 19.76
Trinet (TNET) 0.2 $745k 13k 59.15
Armstrong World Industries (AWI) 0.2 $733k 3.8k 191.13
Generac Holdings (GNRC) 0.2 $730k 5.4k 136.32
Ishares Silver Tr Ishares (SLV) 0.2 $719k 11k 64.41
Crane Holdings (CXT) 0.2 $716k 15k 47.07
Etsy (ETSY) 0.2 $652k 12k 55.44
J Global (ZD) 0.1 $648k 18k 35.15
Vishay Intertechnology (VSH) 0.1 $558k 39k 14.49
Teleflex Incorporated (TFX) 0.1 $552k 4.5k 121.94
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $519k 33k 15.87
Independence Realty Trust In (IRT) 0.1 $515k 29k 17.65
Mercury Computer Systems (MRCY) 0.1 $438k 6.0k 72.94
Omnicell (OMCL) 0.1 $424k 9.4k 45.25
Levi Strauss & Co Cl A Com Stk (LEVI) 0.1 $413k 20k 20.73
Bluelinx Hldgs Com New (BXC) 0.1 $409k 6.7k 61.41
Kroger (KR) 0.1 $383k 6.1k 62.53
Core & Main Cl A (CNM) 0.1 $353k 6.8k 52.03
First Financial Ban (FFBC) 0.1 $297k 12k 25.04
Pimco Municipal Income Fund II (PML) 0.0 $201k 27k 7.54
Nuvation Bio Com Cl A (NUVB) 0.0 $91k 10k 8.92
Voyager Therapeutics (VYGR) 0.0 $82k 21k 3.91
Atai Beckley Nv SHS 0.0 $50k 12k 4.05
Nuvation Bio *w Exp 02/10/202 (NUVB.WS) 0.0 $7.0k 20k 0.35