Institutional Manager · CIK 0001808919
Hunter Perkins Capital Management, LLC
LOMBARD, IL · File #028-20300
Latest AUM
$432,448
Positions
116
Top-10 Concentration
45.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025116 pos · $432,448
- 13F HOLDINGS REPORTQ/E Sep 2025115 pos · $451,114
- 13F HOLDINGS REPORTQ/E Jun 2025110 pos · $422,754
- 13F HOLDINGS REPORTQ/E Mar 2025104 pos · $430,618
- 13F HOLDINGS REPORTQ/E Dec 2024104 pos · $476,344
- 13F HOLDINGS REPORTQ/E Sep 2024106 pos · $492,697
- 13F HOLDINGS REPORTQ/E Jun 2024107 pos · $475,717
- 13F HOLDINGS REPORTQ/E Mar 2024106 pos · $487,950
- 13F HOLDINGS REPORTQ/E Dec 2023126 pos · $465,576
- 13F HOLDINGS REPORTQ/E Sep 2023181 pos · $468,694
- 13F HOLDINGS REPORTQ/E Jun 2023113 pos · $423,986
- 13F HOLDINGS REPORTQ/E Mar 202394 pos · $443,986
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 51,603 | $25,938 | 7.04% |
| 2 | LABCORP HOLDINGS INC | LH | 96,106 | $24,111 | 6.54% |
| 3 | CASEYS GEN STORES INC | 147528103 | 42,022 | $23,226 | 6.30% |
| 4 | EQUITY LIFESTYLE PPTYS INC | 29472R108 | 346,633 | $21,186 | 5.75% |
| 5 | ALPHABET INC | GOOG | 65,033 | $20,355 | 5.52% |
| 6 | ANALOG DEVICES INC | ADI | 43,748 | $11,864 | 3.22% |
| 7 | CHUBB LIMITED | CB | 36,347 | $11,380 | 3.09% |
| 8 | MERCK & CO INC | MRK | 102,496 | $10,875 | 2.95% |
| 9 | BLACK HILLS CORP | BKH | 140,509 | $9,754 | 2.65% |
| 10 | TRUIST FINL CORP | 89832Q109 | 197,259 | $9,707 | 2.63% |
| 11 | SANFILIPPO JOHN B & SON INC | JBSS | 136,183 | $9,615 | 2.61% |
| 12 | PROSPERITY BANCSHARES INC | PB | 134,193 | $9,354 | 2.54% |
| 13 | REGENERON PHARMACEUTICALS | REGN | 10,887 | $8,403 | 2.28% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 27,406 | $8,350 | 2.27% |
| 15 | GENERAL DYNAMICS CORP | GD | 24,438 | $8,227 | 2.23% |
| 16 | EOG RES INC | EOG | 67,896 | $7,130 | 1.93% |
| 17 | ALIGN TECHNOLOGY INC | ALGN | 43,842 | $6,846 | 1.86% |
| 18 | JOHNSON & JOHNSON | JNJ | 31,489 | $6,517 | 1.77% |
| 19 | COLUMBIA BKG SYS INC | 197236102 | 227,096 | $6,347 | 1.72% |
| 20 | WEBSTER FINL CORP | 947890109 | 99,379 | $6,255 | 1.70% |