Hunter Perkins Capital Management, LLC 13F Holdings

CIK 0001808919 · LOMBARD, IL

As of Sep 30, 2025, Hunter Perkins Capital Management, LLC reported 115 positions worth $451.1K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
LABCORP HOLDINGS INCLHHealthcare104,594$30.0K6.66%
CASEYS GENERAL STORES INCCASYConsumer Cyclical51,240$29.0K6.42%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services52,516$26.4K5.85%
EQUITY LIFESTYLE PROPERTIES INCELSReal Estate339,676$20.6K4.57%
ALPHABET INCGOOGLEquity72,494 7.6K3.91%
ANALOG DEVICES INCADITechnology49,192 2.1K2.68%
FISERV INCFISVTechnology93,196 2.0K2.66%
CHUBB LTDCBFinancial Services38,236 0.8K2.40%
PROSPERITY BANCSHARES INCPBFinancial Services159,147 0.7K2.36%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology35,995 0.1K2.24%
JOHNSON & JOHNSONJNJHealthcare53,545$9.9K2.20%
MERCK & CO INCMRKHealthcare112,811$9.6K2.12%
BLACK HILLS CORPBKHUtilities152,539$9.4K2.08%
SANFILIPPO JOHN B & SON INCJBSSConsumer Defensive145,788$9.4K2.08%
TRUIST FINANCIAL CORPTFCFinancial Services203,099$9.3K2.06%
GENERAL DYNAMICS CORPGDIndustrials25,535$8.7K1.93%
GRAPHIC PACKAGING HOLDING COGPKConsumer Cyclical434,988$8.6K1.90%
HARTFORD INSURANCE GROUP INCHIGFinancial Services54,602$7.3K1.62%
EOG RESOURCES INCEOGEnergy61,657$6.9K1.53%
JPMORGAN CHASE & COJPMFinancial Services21,827$6.9K1.53%
WEBSTER FINANCIAL CORPWBSFinancial Services115,709$6.9K1.52%
ELEVANCE HEALTH INCELVHealthcare20,581$6.7K1.47%
REGENERON PHARMACEUTICALS INCREGNHealthcare11,616$6.5K1.45%
COLUMBIA BANKING SYSTEM INCCOLBFinancial Services243,266$6.3K1.39%
WEC ENERGY GROUP INCWECUtilities53,728$6.2K1.36%