Filed: 1/14/2026ACC: 0001808919-26-000001
📋 What this filing means
HUNTER PERKINS CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $432.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
116
Positions
$432.4K
Total AUM (reported)
4.57M
Total Shares
Allocation by class
COM$307.5K71.1%
CL B NEW$25.9K6.0%
COM SHS$24.1K5.6%
CAP STK CL A$20.4K4.7%
CL A$11.7K2.7%
SPONSORED ADS$8.9K2.1%
SHS$7.5K1.7%
Portfolio Concentration
Top 3$73.3K16.9%
4–10$95.1K22.0%
11–25$106.0K24.5%
Rest$158.1K36.5%
Top 3 weight
16.9%
Top 10 weight
38.9%
Voting Authority Distribution
Total shares with voting rights: 4.57M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.57M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole116
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings116
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares51.60K
TypeSH
Market value$25.9K
6.00%
Sole
0.00
Shared
0.00
None
51.60K
LABCORP HOLDINGS INC
SOLEShares96.11K
TypeSH
Market value$24.1K
5.58%
Sole
0.00
Shared
0.00
None
96.11K
CASEYS GEN STORES INC
SOLEShares42.02K
TypeSH
Market value$23.2K
5.37%
Sole
0.00
Shared
0.00
None
42.02K
EQUITY LIFESTYLE PPTYS INC
SOLEShares346.63K
TypeSH
Market value$21.2K
4.90%
Sole
0.00
Shared
0.00
None
346.63K
ALPHABET INC
SOLEShares65.03K
TypeSH
Market value$20.4K
4.71%
Sole
0.00
Shared
0.00
None
65.03K
ANALOG DEVICES INC
SOLEShares43.75K
TypeSH
Market value$11.9K
2.74%
Sole
0.00
Shared
0.00
None
43.75K
CHUBB LIMITED
SOLEShares36.35K
TypeSH
Market value$11.4K
2.63%
Sole
0.00
Shared
0.00
None
36.35K
MERCK & CO INC
SOLEShares102.50K
TypeSH
Market value$10.9K
2.51%
Sole
0.00
Shared
0.00
None
102.50K
BLACK HILLS CORP
SOLEShares140.51K
TypeSH
Market value$9.8K
2.26%
Sole
0.00
Shared
0.00
None
140.51K
TRUIST FINL CORP
SOLEShares197.26K
TypeSH
Market value$9.7K
2.24%
Sole
0.00
Shared
0.00
None
197.26K
SANFILIPPO JOHN B & SON INC
SOLEShares136.18K
TypeSH
Market value$9.6K
2.22%
Sole
0.00
Shared
0.00
None
136.18K
PROSPERITY BANCSHARES INC
SOLEShares134.19K
TypeSH
Market value$9.4K
2.16%
Sole
0.00
Shared
0.00
None
134.19K
REGENERON PHARMACEUTICALS
SOLEShares10.89K
TypeSH
Market value$8.4K
1.94%
Sole
0.00
Shared
0.00
None
10.89K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares27.41K
TypeSH
Market value$8.3K
1.93%
Sole
0.00
Shared
0.00
None
27.41K
GENERAL DYNAMICS CORP
SOLEShares24.44K
TypeSH
Market value$8.2K
1.90%
Sole
0.00
Shared
0.00
None
24.44K
EOG RES INC
SOLEShares67.90K
TypeSH
Market value$7.1K
1.65%
Sole
0.00
Shared
0.00
None
67.90K
ALIGN TECHNOLOGY INC
SOLEShares43.84K
TypeSH
Market value$6.8K
1.58%
Sole
0.00
Shared
0.00
None
43.84K
JOHNSON & JOHNSON
SOLEShares31.49K
TypeSH
Market value$6.5K
1.51%
Sole
0.00
Shared
0.00
None
31.49K
COLUMBIA BKG SYS INC
SOLEShares227.10K
TypeSH
Market value$6.3K
1.47%
Sole
0.00
Shared
0.00
None
227.10K
WEBSTER FINL CORP
SOLEShares99.38K
TypeSH
Market value$6.3K
1.45%
Sole
0.00
Shared
0.00
None
99.38K
JPMORGAN CHASE & CO.
SOLEShares19.29K
TypeSH
Market value$6.2K
1.44%
Sole
0.00
Shared
0.00
None
19.29K
ELEVANCE HEALTH INC FORMERLY
SOLEShares16.60K
TypeSH
Market value$5.8K
1.35%
Sole
0.00
Shared
0.00
None
16.60K
HARTFORD INSURANCE GROUP INC
SOLEShares41.23K
TypeSH
Market value$5.7K
1.32%
Sole
0.00
Shared
0.00
None
41.23K
WEC ENERGY GROUP INC
SOLEShares53.53K
TypeSH
Market value$5.6K
1.31%
Sole
0.00
Shared
0.00
None
53.53K
ACCENTURE PLC IRELAND
SOLEShares20.77K
TypeSH
Market value$5.6K
1.29%
Sole
0.00
Shared
0.00
None
20.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 51.60K | SH | $25.9K 6.00% | 0.00 | 0.00 | 51.60K |
LABCORP HOLDINGS INCSOLE | COM SHS | 96.11K | SH | $24.1K 5.58% | 0.00 | 0.00 | 96.11K |
CASEYS GEN STORES INCSOLE | COM | 42.02K | SH | $23.2K 5.37% | 0.00 | 0.00 | 42.02K |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 346.63K | SH | $21.2K 4.90% | 0.00 | 0.00 | 346.63K |
ALPHABET INCSOLE | CAP STK CL A | 65.03K | SH | $20.4K 4.71% | 0.00 | 0.00 | 65.03K |
ANALOG DEVICES INCSOLE | COM | 43.75K | SH | $11.9K 2.74% | 0.00 | 0.00 | 43.75K |
CHUBB LIMITEDSOLE | COM | 36.35K | SH | $11.4K 2.63% | 0.00 | 0.00 | 36.35K |
MERCK & CO INCSOLE | COM | 102.50K | SH | $10.9K 2.51% | 0.00 | 0.00 | 102.50K |
BLACK HILLS CORPSOLE | COM | 140.51K | SH | $9.8K 2.26% | 0.00 | 0.00 | 140.51K |
TRUIST FINL CORPSOLE | COM | 197.26K | SH | $9.7K 2.24% | 0.00 | 0.00 | 197.26K |
SANFILIPPO JOHN B & SON INCSOLE | COM | 136.18K | SH | $9.6K 2.22% | 0.00 | 0.00 | 136.18K |
PROSPERITY BANCSHARES INCSOLE | COM | 134.19K | SH | $9.4K 2.16% | 0.00 | 0.00 | 134.19K |
REGENERON PHARMACEUTICALSSOLE | COM | 10.89K | SH | $8.4K 1.94% | 0.00 | 0.00 | 10.89K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 27.41K | SH | $8.3K 1.93% | 0.00 | 0.00 | 27.41K |
GENERAL DYNAMICS CORPSOLE | COM | 24.44K | SH | $8.2K 1.90% | 0.00 | 0.00 | 24.44K |
EOG RES INCSOLE | COM | 67.90K | SH | $7.1K 1.65% | 0.00 | 0.00 | 67.90K |
ALIGN TECHNOLOGY INCSOLE | COM | 43.84K | SH | $6.8K 1.58% | 0.00 | 0.00 | 43.84K |
JOHNSON & JOHNSONSOLE | COM | 31.49K | SH | $6.5K 1.51% | 0.00 | 0.00 | 31.49K |
COLUMBIA BKG SYS INCSOLE | COM | 227.10K | SH | $6.3K 1.47% | 0.00 | 0.00 | 227.10K |
WEBSTER FINL CORPSOLE | COM | 99.38K | SH | $6.3K 1.45% | 0.00 | 0.00 | 99.38K |
JPMORGAN CHASE & CO.SOLE | COM | 19.29K | SH | $6.2K 1.44% | 0.00 | 0.00 | 19.29K |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 16.60K | SH | $5.8K 1.35% | 0.00 | 0.00 | 16.60K |
HARTFORD INSURANCE GROUP INCSOLE | COM | 41.23K | SH | $5.7K 1.32% | 0.00 | 0.00 | 41.23K |
WEC ENERGY GROUP INCSOLE | COM | 53.53K | SH | $5.6K 1.31% | 0.00 | 0.00 | 53.53K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 20.77K | SH | $5.6K 1.29% | 0.00 | 0.00 | 20.77K |
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