Hunter Perkins Capital Management, LLC Top Holdings and 13F Report (2025) About Hunter Perkins Capital Management, LLCInvestment ActivityHunter Perkins Capital Management, LLC has $476.34 thousand in total holdings as of December 31, 2024.Hunter Perkins Capital Management, LLC owns shares of 104 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 8.00% of the portfolio was purchased this quarter.About 10.18% of the portfolio was sold this quarter.This quarter, Hunter Perkins Capital Management, LLC has purchased 106 new stocks and bought additional shares in 31 stocks.Hunter Perkins Capital Management, LLC sold shares of 49 stocks and completely divested from 10 stocks this quarter.Largest Holdings LABCORP HOLDINGS INC $27,287Casey's General Stores $25,549Berkshire Hathaway $24,051Equity LifeStyle Properties $20,118Fiserv $17,340 Largest New Holdings this Quarter ICON Public $4,517 HoldingUnited Parcel Service $3,466 HoldingElevance Health $3,432 HoldingSPDR S&P 500 ETF Trust $2,227 HoldingLear $1,193 Holding Largest Purchases this Quarter ICON Public 21,539 shares (about $4.52K)Merck & Co., Inc. 36,292 shares (about $3.63K)General Dynamics 13,414 shares (about $3.53K)United Parcel Service 27,485 shares (about $3.47K)Elevance Health 9,303 shares (about $3.43K) Largest Sales this Quarter Black Hills 46,645 shares (about $2.73K)Vishay Intertechnology 124,255 shares (about $2.10K)WEC Energy Group 19,290 shares (about $1.81K)Webster Financial 28,325 shares (about $1.56K)Sun Communities 12,585 shares (about $1.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHunter Perkins Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLABCORP HOLDINGS INC$27,287$279 ▲1.0%118,9905.7%COM SHSCASYCasey's General Stores$25,549$1,010 ▼-3.8%64,4805.4%Retail/WholesaleBRK.BBerkshire Hathaway$24,051$772 ▼-3.1%53,0595.0%FinanceELSEquity LifeStyle Properties$20,118$2,124 ▲11.8%300,5434.2%FinanceFIFiserv$17,340$990 ▼-5.4%84,4123.6%Business ServicesGOOGLAlphabet$16,436$917 ▼-5.3%86,8233.5%Computer and TechnologyGPKGraphic Packaging$15,552$422 ▼-2.6%571,3023.3%Industrial ProductsJNJJohnson & Johnson$14,192$364 ▼-2.5%98,1303.0%MedicalMRKMerck & Co., Inc.$13,654$3,632 ▲36.2%136,4222.9%MedicalLKQLKQ$13,293$110 ▲0.8%361,7202.8%Auto/Tires/TrucksBKHBlack Hills$13,169$2,730 ▼-17.2%225,0402.8%UtilitiesADIAnalog Devices$12,069$399 ▼-3.2%56,8062.5%Computer and TechnologyPBProsperity Bancshares$11,838$215 ▼-1.8%156,3752.5%FinanceCBChubb$11,518$722 ▼-5.9%41,5942.4%FinanceTFCTruist Financial$10,721$803 ▲8.1%247,1362.3%FinanceBMYBristol-Myers Squibb$10,099$1,075 ▼-9.6%178,5502.1%MedicalHIGThe Hartford Financial Services Group$9,897$944 ▼-8.7%90,1662.1%FinanceJBSSJohn B. Sanfilippo & Son$9,187$1,890 ▲25.9%105,4681.9%Consumer StaplesMIDDMiddleby$8,544$1,748 ▲25.7%63,0751.8%Industrial ProductsAOSA. O. Smith$8,442$1,791 ▲26.9%123,7641.8%Industrial ProductsMGYMagnolia Oil & Gas$8,009$825 ▼-9.3%342,5651.7%Oils/EnergyWECWEC Energy Group$7,962$1,814 ▼-18.6%84,6701.7%UtilitiesSUISun Communities$7,655$1,555 ▼-16.9%61,9451.6%FinanceEOGEOG Resources$7,653$158 ▲2.1%62,4351.6%Oils/EnergyGDGeneral Dynamics$6,854$3,535 ▲106.5%26,0121.4%AerospaceJPMJPMorgan Chase & Co.$5,712$154 ▼-2.6%23,8271.2%FinanceCOHRCoherent$5,286$545 ▼-9.3%55,8001.1%Business ServicesCOLBColumbia Banking System$5,152$423 ▼-7.6%190,7381.1%FinanceDISWalt Disney$5,141$1,006 ▼-16.4%46,0251.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$4,995$231 ▼-4.4%25,2451.0%Computer and TechnologyPIIPolaris$4,970$1,239 ▲33.2%86,2491.0%Auto/Tires/TrucksENSGThe Ensign Group$4,652$224 ▼-4.6%35,0101.0%MedicalCHKPCheck Point Software Technologies$4,580$270 ▼-5.6%24,5321.0%Computer and TechnologyVSHVishay Intertechnology$4,551$2,105 ▼-31.6%268,6731.0%Computer and TechnologyICLRICON Public$4,517$4,517 ▲New Holding21,5390.9%MedicalFCCOFirst Community$4,379$20 ▲0.5%182,4410.9%FinanceWBSWebster Financial$4,076$1,564 ▼-27.7%73,8100.9%FinanceSCHWCharles Schwab$4,074$148 ▼-3.5%55,0400.9%FinanceUPSUnited Parcel Service$3,466$3,466 ▲New Holding27,4850.7%TransportationELVElevance Health$3,432$3,432 ▲New Holding9,3030.7%MedicalGNTXGentex$3,378$28 ▲0.8%117,5800.7%Auto/Tires/TrucksASOAcademy Sports and Outdoors$3,332$1,999 ▲150.0%57,8860.7%Consumer DiscretionaryWATWaters$3,318$131 ▼-3.8%8,9430.7%MedicalSSBSouthState$3,187$125 ▼-3.8%32,0350.7%FinanceAMTAmerican Tower$3,171$117 ▼-3.6%17,2050.7%FinanceSYKStryker$3,031$168 ▼-5.2%8,4050.6%MedicalCPCanadian Pacific Kansas City$2,8870.0%39,8400.6%TransportationGOOGAlphabet$2,3230.0%12,2000.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,227$2,227 ▲New Holding3,8000.5%FinanceAXSAXIS Capital$1,948$60 ▼-3.0%21,9750.4%FinancePNFPPinnacle Financial Partners$1,795$62 ▲3.6%15,6900.4%FinanceUSBU.S. Bancorp$1,748$476 ▼-21.4%36,3700.4%FinanceTHGThe Hanover Insurance Group$1,690$260 ▼-13.3%10,9300.4%FinanceMTDRMatador Resources$1,659$61 ▲3.8%29,4850.3%Oils/EnergyUMHUMH Properties$1,654$63 ▲3.9%87,6200.3%FinanceLAZARD INC$1,612$238 ▼-12.9%31,3200.3%COMSPROTT PHYSICAL GOLD & SILVE$1,593$67 ▼-4.0%67,0650.3%TR UNITCNSCohen & Steers$1,504$695 ▼-31.6%16,2870.3%FinanceESABESAB$1,399$53 ▲4.0%11,6650.3%Industrial ProductsOMABGrupo Aeroportuario del Centro Norte$1,378$176 ▲14.7%20,0700.3%TransportationAAPLApple$1,2800.0%5,1110.3%Computer and TechnologyMMIMarcus & Millichap$1,2590.0%32,9100.3%FinanceFITBFifth Third Bancorp$1,232$104 ▼-7.8%28,9650.3%FinanceLEALear$1,193$1,193 ▲New Holding12,5970.3%Auto/Tires/TrucksWTFCWintrust Financial$1,1920.0%9,5600.3%FinanceRSGRepublic Services$1,180$231 ▼-16.4%5,8630.2%Business ServicesSSDSimpson Manufacturing$1,136$95 ▼-7.7%6,8500.2%ConstructionTSEMTower Semiconductor$1,115$42 ▲3.9%21,6550.2%Computer and TechnologyCVCOCavco Industries$1,106$68 ▼-5.8%2,4780.2%ConstructionAWIArmstrong World Industries$1,083$41 ▲3.9%7,6600.2%ConstructionHWCHancock Whitney$1,076$205 ▲23.6%19,6700.2%FinanceLFUSLittelfuse$1,066$40 ▲3.9%4,5250.2%Computer and TechnologyOSBCOld Second Bancorp$979$37 ▲4.0%55,0500.2%FinanceLAMRLamar Advertising$9650.0%7,9250.2%FinanceCSXCSX$9520.0%29,5000.2%TransportationTNETTriNet Group$925$658 ▲246.6%10,1900.2%Business ServicesIRTIndependence Realty Trust$8130.0%40,9750.2%FinanceWNS HLDGS LTD$812$259 ▲46.7%17,1250.2%COM SHSZDZiff Davis$807$31 ▲4.0%14,8550.2%Computer and TechnologyMRCYMercury Systems$797$121 ▼-13.2%18,9810.2%AerospaceMSFTMicrosoft$7760.0%1,8400.2%Computer and TechnologyKWRQuaker Chemical$764$764 ▲New Holding5,4250.2%Basic MaterialsGNRCGenerac$750$77 ▼-9.3%4,8350.2%Industrial ProductsGMEDGlobus Medical$730$165 ▼-18.5%8,8300.2%MedicalLEVILevi Strauss & Co.$727$352 ▲93.8%42,0250.2%Retail/WholesaleMTCHMatch Group$708$708 ▲New Holding21,6500.1%Retail/WholesaleJLLJones Lang LaSalle$568$140 ▼-19.8%2,2450.1%FinanceMUFGMitsubishi UFJ Financial Group$558$1 ▼-0.1%47,6000.1%FinanceBXCBlueLinx$534$20 ▲4.0%5,2250.1%ConstructionCNMCore & Main$529$63 ▼-10.7%10,3850.1%Industrial ProductsKRKroger$497$271 ▼-35.3%8,1250.1%Retail/WholesaleMTBM&T Bank$454$108 ▼-19.2%2,4150.1%FinanceLANDGladstone Land$4060.0%37,4500.1%FinanceONTOOnto Innovation$403$15 ▲3.9%2,4150.1%Computer and TechnologyVYGRVoyager Therapeutics$357$6 ▼-1.6%63,0400.1%MedicalELMEElme Communities$354$13 ▲3.9%23,2150.1%FinanceNSANational Storage Affiliates Trust$328$82 ▼-20.1%8,6500.1%FinanceSLViShares Silver Trust$2940.0%11,1630.1%ETFARCOArcos Dorados$291$291 ▲New Holding40,0000.1%Retail/WholesalePMLPIMCO Municipal Income Fund II$2170.0%26,6400.0%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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