Hunter Perkins Capital Management, LLC
Q2 2026 13F filing
Updated 56 days ago149 disclosed positions worth $445.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $26.8M | 53.5K | 6.00% | Added(+5.3%) |
| 2 | L LH LABCORP HOLDINGS INC | $25.3M | 90.3K | 5.67% | Trimmed(-0.4%) |
| 3 | E ELS EQUITY LIFESTYLE PROPERTIES | $25.1M | 390.0K | 5.64% | Trimmed(-0.6%) |
| 4 | G GOOGN ALPHABET INC | $20.9M | 58.4K | 4.68% | Trimmed(-3.0%) |
| 5 | A ADI ANALOG DEVICES INC | $16.5M | 41.5K | 3.70% | Trimmed(-4.5%) |
| 6 | C CASY CASEYS GEN STORES INC | $15.1M | 19.0K | 3.39% | Trimmed(-46.1%) |
| 7 | E EOG EOG RES INC | $12.6M | 96.8K | 2.82% | Added(+0.1%) |
| 8 | C CB CHUBB LIMITED | $12.3M | 36.1K | 2.77% | Trimmed(-0.6%) |
| 9 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $11.1M | 23.2K | 2.49% | Added(+2.3%) |
| 10 | J JBSS SANFILIPPO JOHN B & SON INC | $10.5M | 122.2K | 2.36% | Trimmed(-0.6%) |
| 11 | B BKH BLACK HILLS CORP | $10.4M | 140.2K | 2.34% | Trimmed(-0.4%) |
| 12 | P PB PROSPERITY BANCSHARES INC | $9.8M | 133.4K | 2.20% | Trimmed(-1.1%) |
| 13 | G GD GENERAL DYNAMICS CORP | $8.7M | 24.4K | 1.94% | Unchanged |
| 14 | M MRK MERCK & CO INC | $8.4M | 64.8K | 1.88% | Trimmed(-28.8%) |
| 15 | J JNJ JOHNSON & JOHNSON | $7.9M | 31.2K | 1.78% | Trimmed(-0.4%) |
| 16 | A ALGN ALIGN TECHNOLOGY INC | $7.4M | 43.7K | 1.65% | Unchanged |
| 17 | C COLB COLUMBIA BKG SYS INC | $7.3M | 227.1K | 1.63% | Added(+0.1%) |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $7M | 21.3K | 1.56% | Added(+10.2%) |
| 19 | ? N/A REGENERON PHARMACEUTICALS | $6.5M | 10.4K | 1.45% | Trimmed(-5.7%) |
| 20 | E ELV ELEVANCE HEALTH INC FORMERLY | $6.3M | 16.2K | 1.41% | Trimmed(-0.7%) |
| 21 | W WEC WEC ENERGY GROUP INC | $6.2M | 53.3K | 1.40% | Unchanged |
| 22 | T TFC-PR TRUIST FINL CORP | $5.9M | 117.9K | 1.32% | Trimmed(-20.9%) |
| 23 | M MSFT MICROSOFT CORP | $5.8M | 15.5K | 1.30% | Added(+82.7%) |
| 24 | M MNESP MSA SAFETY INC | $5.5M | 31.3K | 1.23% | Added(+306.9%) |
| 25 | ? N/A FIRST CMNTY CORP S C | $5M | 152.6K | 1.12% | Trimmed(-0.3%) |
| 26 | M MIDD MIDDLEBY CORP | $5M | 28.9K | 1.11% | Trimmed(-1.6%) |
| 27 | F FANG DIAMONDBACK ENERGY INC | $5M | 28.2K | 1.11% | Trimmed(-4.4%) |
| 28 | A AOS SMITH A O CORP | $4.8M | 76.5K | 1.08% | Trimmed(-0.7%) |
| 29 | H HIG-PG HARTFORD INSURANCE GROUP INC | $4.7M | 35.4K | 1.06% | Trimmed(-13.9%) |
| 30 | N NEE-PS NEXTERA ENERGY INC | $4.6M | 52.2K | 1.03% | Trimmed(-0.4%) |
| 31 | S SCHW-PJ SCHWAB CHARLES CORP | $4.4M | 47.9K | 0.99% | Unchanged |
| 32 | S SYK STRYKER CORPORATION | $4.4M | 13.8K | 0.98% | Added(+68.7%) |
| 33 | Z ZTS ZOETIS INC | $4.2M | 58.8K | 0.95% | Added(+44.5%) |
| 34 | S SSB SOUTHSTATE BK CORP | $3.6M | 36.3K | 0.81% | Trimmed(-0.9%) |
| 35 | X XYL XYLEM INC | $3.5M | 29.3K | 0.78% | — |
| 36 | C CP CANADIAN PACIFIC KANSAS CITY | $3.4M | 39.7K | 0.77% | Unchanged |
| 37 | C CHKP CHECK POINT SOFTWARE TECH LT | $3.2M | 24.6K | 0.72% | Trimmed(-0.7%) |
| 38 | F FISV FISERV INC | $3M | 61.3K | 0.67% | Added(+25.6%) |
| 39 | A AMRZ AMRIZE LTD | $2.8M | 52.7K | 0.63% | Added(+179.2%) |
| 40 | E EQT EQT CORP | $2.8M | 52.8K | 0.63% | — |
| 41 | W WAT WATERS CORP | $2.7M | 7.3K | 0.61% | Trimmed(-0.4%) |
| 42 | M MKTX MARKETAXESS HLDGS INC | $2.6M | 22.9K | 0.58% | Added(+14.6%) |
| 43 | A AMT AMERICAN TOWER CORP | $2.6M | 15.6K | 0.58% | Trimmed(-0.4%) |
| 44 | P PLDGP PROLOGIS INC. | $2.6M | 19.1K | 0.58% | Unchanged |
| 45 | T TMO THERMO FISHER SCIENTIFIC INC | $2.5M | 5.0K | 0.57% | Added(+0.2%) |
| 46 | A ACN ACCENTURE PLC IRELAND | $2.5M | 20.1K | 0.56% | Trimmed(-2.1%) |
| 47 | A ADBE ADOBE INC | $2.4M | 11.7K | 0.54% | Trimmed(-0.3%) |
| 48 | C COHR COHERENT CORP | $2.4M | 6.0K | 0.54% | Trimmed(-39.9%) |
| 49 | U UTF COHEN & STEERS INC | $2.3M | 29.9K | 0.51% | Trimmed(-0.5%) |
| 50 | L LFUS LITTELFUSE INC | $2.2M | 4.9K | 0.50% | Trimmed(-8.5%) |