Hunter Perkins Capital Management, LLC Top Holdings and 13F Report (2025) About Hunter Perkins Capital Management, LLCInvestment ActivityHunter Perkins Capital Management, LLC has $430.62 thousand in total holdings as of March 31, 2025.Hunter Perkins Capital Management, LLC owns shares of 104 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 5.48% of the portfolio was purchased this quarter.About 17.20% of the portfolio was sold this quarter.This quarter, Hunter Perkins Capital Management, LLC has purchased 104 new stocks and bought additional shares in 21 stocks.Hunter Perkins Capital Management, LLC sold shares of 53 stocks and completely divested from 7 stocks this quarter.Largest Holdings Berkshire Hathaway $28,101LABCORP HOLDINGS INC $26,402Casey's General Stores $25,251Equity LifeStyle Properties $19,580Fiserv $16,051 Largest New Holdings this Quarter 75886F107 - Regeneron Pharmaceuticals $5,380 Holding084670108 - Berkshire Hathaway $4,791 Holding74340W103 - Prologis $1,889 Holding464287200 - iShares Core S&P 500 ETF $1,202 Holding29786A106 - Etsy $649 Holding Largest Purchases this Quarter Regeneron Pharmaceuticals 8,482 shares (about $5.38K)Berkshire Hathaway 6 shares (about $4.79K)Prologis 16,897 shares (about $1.89K)Taiwan Semiconductor Manufacturing 10,874 shares (about $1.81K)Webster Financial 28,235 shares (about $1.46K) Largest Sales this Quarter Johnson & Johnson 44,397 shares (about $7.36K)Bristol-Myers Squibb 100,435 shares (about $6.13K)The Hartford Financial Services Group 35,660 shares (about $4.43K)Graphic Packaging 155,097 shares (about $4.04K)Middleby 23,458 shares (about $3.57K) 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 PortfolioSectorBRK.BBerkshire Hathaway$28,101$157 ▼-0.6%52,7646.5%FinanceLABCORP HOLDINGS INC$26,402$1,292 ▼-4.7%113,4396.1%COM SHSCASYCasey's General Stores$25,251$2,736 ▼-9.8%58,1765.9%Retail/WholesaleELSEquity LifeStyle Properties$19,580$466 ▼-2.3%293,5524.5%FinanceFIFiserv$16,051$2,590 ▼-13.9%72,6853.7%Business ServicesBKHBlack Hills$13,296$353 ▼-2.6%219,2183.1%UtilitiesLKQLKQ$12,014$3,374 ▼-21.9%282,4112.8%Auto/Tires/TrucksCBChubb$11,572$1,015 ▼-8.1%38,2412.7%FinanceGOOGLAlphabet$11,235$2,191 ▼-16.3%72,6542.6%Computer and TechnologyPBProsperity Bancshares$10,979$237 ▼-2.1%153,0732.5%FinanceGPKGraphic Packaging$10,830$4,036 ▼-27.1%416,2052.5%IndustrialsMRKMerck & Co., Inc.$10,154$2,170 ▼-17.6%112,4042.4%MedicalADIAnalog Devices$9,915$1,542 ▼-13.5%49,1622.3%Computer and TechnologyJNJJohnson & Johnson$8,911$7,363 ▼-45.2%53,7332.1%MedicalJBSSJohn B. Sanfilippo & Son$8,487$1,013 ▲13.6%119,7692.0%Consumer StaplesTFCTruist Financial$8,370$1,800 ▼-17.7%203,4021.9%FinanceEOGEOG Resources$7,929$77 ▼-1.0%61,8331.8%EnergyMGYMagnolia Oil & Gas$7,163$1,490 ▼-17.2%283,5821.7%EnergyAOSA. O. Smith$7,050$1,039 ▼-12.8%107,8631.6%IndustrialsGDGeneral Dynamics$7,025$65 ▼-0.9%25,7721.6%AerospaceHIGThe Hartford Financial Services Group$6,764$4,425 ▼-39.5%54,5061.6%FinanceWECWEC Energy Group$6,051$3,176 ▼-34.4%55,5271.4%UtilitiesMIDDMiddleby$6,021$3,565 ▼-37.2%39,6171.4%IndustrialsTSMTaiwan Semiconductor Manufacturing$6,012$1,810 ▲43.1%36,1191.4%Computer and TechnologyJPMJPMorgan Chase & Co.$5,531$313 ▼-5.4%22,5491.3%FinanceREGNRegeneron Pharmaceuticals$5,380$5,380 ▲New Holding8,4821.2%MedicalELVElevance Health$5,372$1,326 ▲32.8%12,3511.2%MedicalWBSWebster Financial$5,260$1,455 ▲38.3%102,0451.2%FinanceSUISun Communities$5,184$2,822 ▼-35.2%40,1121.2%FinanceCHKPCheck Point Software Technologies$5,064$528 ▼-9.4%22,2171.2%Computer and TechnologyCOLBColumbia Banking System$4,934$177 ▲3.7%197,8511.1%FinanceBRK.ABerkshire Hathaway$4,791$4,791 ▲New Holding61.1%FinanceBMYBristol-Myers Squibb$4,764$6,125 ▼-56.3%78,1151.1%MedicalENSGThe Ensign Group$4,564$32 ▲0.7%35,2611.1%MedicalFCCOFirst Community$4,061$55 ▼-1.3%179,9870.9%FinanceICLRICON Public$3,903$134 ▲3.5%22,3020.9%MedicalVSHVishay Intertechnology$3,879$393 ▼-9.2%243,9350.9%Computer and TechnologySCHWCharles Schwab$3,778$530 ▼-12.3%48,2680.9%FinanceGNTXGentex$3,756$1,016 ▲37.1%161,1840.9%Auto/Tires/TrucksAMTAmerican Tower$3,433$311 ▼-8.3%15,7760.8%FinanceSYKStryker$3,050$83 ▼-2.7%8,1820.7%MedicalSSBSouthState$2,967$7 ▼-0.2%31,9600.7%FinanceDISWalt Disney$2,963$1,580 ▼-34.8%30,0180.7%Consumer DiscretionaryCPCanadian Pacific Kansas City$2,8010.0%39,8400.7%TransportationASOAcademy Sports and Outdoors$2,591$51 ▼-1.9%56,7590.6%Consumer DiscretionaryWATWaters$2,569$727 ▼-22.1%6,9700.6%MedicalCOHRCoherent$2,484$1,140 ▼-31.5%38,2430.6%Business ServicesGOOGAlphabet$1,9060.0%12,2000.4%Computer and TechnologySPROTT PHYSICAL GOLD & SILVE$1,9050.0%67,0650.4%TR UNITTHGThe Hanover Insurance Group$1,9010.0%10,9300.4%FinancePLDPrologis$1,889$1,889 ▲New Holding16,8970.4%FinanceAXSAXIS Capital$1,852$351 ▼-15.9%18,4750.4%FinancePNFPPinnacle Financial Partners$1,6640.0%15,6900.4%FinanceUMHUMH Properties$1,6380.0%87,6200.4%FinanceSPYSPDR S&P 500 ETF Trust$1,622$503 ▼-23.7%2,9000.4%FinanceOMABGrupo Aeroportuario del Centro Norte$1,5780.0%20,0700.4%TransportationMTDRMatador Resources$1,5060.0%29,4850.3%EnergyLAZARD INC$1,453$97 ▲7.2%33,5600.3%COMRSGRepublic Services$1,368$52 ▼-3.6%5,6500.3%Business ServicesCNSCohen & Steers$1,322$15 ▲1.1%16,4690.3%FinanceLEALear$1,212$101 ▲9.1%13,7390.3%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$1,202$1,202 ▲New Holding2,1400.3%ETFHWCHancock Whitney$1,195$163 ▲15.8%22,7850.3%FinanceSSDSimpson Manufacturing$1,153$77 ▲7.2%7,3400.3%ConstructionAAPLApple$1,1350.0%5,1110.3%Computer and TechnologyCVCOCavco Industries$1,134$153 ▼-11.9%2,1830.3%ConstructionMMIMarcus & Millichap$1,1340.0%32,9100.3%FinanceESABESAB$1,110$249 ▼-18.3%9,5250.3%IndustrialsELMEElme Communities$1,103$699 ▲173.1%63,4100.3%FinanceFITBFifth Third Bancorp$1,099$45 ▼-3.9%27,8320.3%FinanceWTFCWintrust Financial$1,0750.0%9,5600.2%FinanceUSBU.S. Bancorp$1,022$519 ▼-33.7%24,1250.2%FinanceLFUSLittelfuse$909$19 ▲2.1%4,6200.2%Computer and TechnologyMTCHMatch Group$873$197 ▲29.2%27,9700.2%Retail/WholesaleCSXCSX$8680.0%29,5000.2%TransportationOSBCOld Second Bancorp$867$49 ▼-5.4%52,1000.2%FinanceTSEMTower Semiconductor$865$93 ▲12.1%24,2650.2%Computer and TechnologyKWRQuaker Chemical$834$164 ▲24.4%6,7480.2%Basic MaterialsAWIArmstrong World Industries$801$278 ▼-25.8%5,6850.2%ConstructionMSFTMicrosoft$764$73 ▲10.6%2,0350.2%Computer and TechnologyTNETTriNet Group$744$64 ▼-7.9%9,3850.2%Business ServicesWNS HLDGS LTD$672$381 ▼-36.2%10,9250.2%COM SHSLEVILevi Strauss & Co.$6550.0%42,0250.2%Retail/WholesaleETSYEtsy$649$649 ▲New Holding13,7550.2%Retail/WholesaleREYNReynolds Consumer Products$649$649 ▲New Holding27,2050.2%Consumer DiscretionaryGMEDGlobus Medical$6460.0%8,8300.2%MedicalGNRCGenerac$6120.0%4,8350.1%IndustrialsMUFGMitsubishi UFJ Financial Group$612$37 ▼-5.7%44,9000.1%FinanceZDZiff Davis$612$53 ▲9.6%16,2750.1%Computer and TechnologyJLLJones Lang LaSalle$5570.0%2,2450.1%FinanceCNMCore & Main$5020.0%10,3850.1%IndustrialsBXCBlueLinx$499$108 ▲27.5%6,6600.1%ConstructionIRTIndependence Realty Trust$486$385 ▼-44.2%22,8750.1%FinanceKRKroger$415$136 ▼-24.6%6,1250.1%Retail/WholesaleMRCYMercury Systems$408$411 ▼-50.2%9,4610.1%AerospaceMTBM&T Bank$371$61 ▼-14.1%2,0750.1%FinanceSLViShares Silver Trust$3460.0%11,1630.1%ETFONTOOnto Innovation$2930.0%2,4150.1%Computer and TechnologyPMLPIMCO Municipal Income Fund II$2170.0%26,6400.1%Financial ServicesVYGRVoyager Therapeutics$204$9 ▼-4.3%60,3400.0%MedicalShowing largest 100 holdings. 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