FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,189.00-0.08%
XLE57.040.29%
STOXX50E5,860.32-0.39%
XLF51.770.68%
FTSE10,321.09-0.56%
IXIC24,861.740.10%
RUT2,787.020.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

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
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDALIGN TECHNOLOGY INCALGN+34,767+$5,429+$281
REDUCECASEYS GEN STORES INC147528103-9,218-$5,095-$646
EXITEDLKQ CORP501889208-158,736-$4,848$0
REDUCEJOHNSON & JOHNSONJNJ-22,056-$4,565+$1,154
REDUCEGRAPHIC PACKAGING HLDG COGPK-283,396-$4,300-$1,960
NEWADOBE INCADBE+11,824+$4,138$0
NEWZOETIS INCZTS+30,898+$3,888$0
NEWMARKETAXESS HLDGS INCMKTX+17,202+$3,118$0
ADDACCENTURE PLC IRELANDACN+10,315+$2,767+$227
REDUCETAIWAN SEMICONDUCTOR MFG LTD874039100-8,589-$2,617+$884

Sector Allocation

Healthcare
19.6%$84,913
Technology
8.0%$34,551
Financials
6.9%$30,018
Industrials
6.3%$27,035
Utilities
3.6%$15,399
Consumer Staples
2.8%$12,092
Energy
2.8%$11,992
Real Estate
0.6%$2,767
Materials
0.2%$1,028

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DELBRK-A51,603$25,9387.04%
2LABCORP HOLDINGS INCLH96,106$24,1116.54%
3CASEYS GEN STORES INC14752810342,022$23,2266.30%
4EQUITY LIFESTYLE PPTYS INC29472R108346,633$21,1865.75%
5ALPHABET INCGOOG65,033$20,3555.52%
6ANALOG DEVICES INCADI43,748$11,8643.22%
7CHUBB LIMITEDCB36,347$11,3803.09%
8MERCK & CO INCMRK102,496$10,8752.95%
9BLACK HILLS CORPBKH140,509$9,7542.65%
10TRUIST FINL CORP89832Q109197,259$9,7072.63%
11SANFILIPPO JOHN B & SON INCJBSS136,183$9,6152.61%
12PROSPERITY BANCSHARES INCPB134,193$9,3542.54%
13REGENERON PHARMACEUTICALSREGN10,887$8,4032.28%
14TAIWAN SEMICONDUCTOR MFG LTD87403910027,406$8,3502.27%
15GENERAL DYNAMICS CORPGD24,438$8,2272.23%
16EOG RES INCEOG67,896$7,1301.93%
17ALIGN TECHNOLOGY INCALGN43,842$6,8461.86%
18JOHNSON & JOHNSONJNJ31,489$6,5171.77%
19COLUMBIA BKG SYS INC197236102227,096$6,3471.72%
20WEBSTER FINL CORP94789010999,379$6,2551.70%