Hunter Perkins Capital Management, LLC Top Holdings and 13F Report (2025) About Hunter Perkins Capital Management, LLCInvestment ActivityHunter Perkins Capital Management, LLC has $451.11 thousand in total holdings as of September 30, 2025.Hunter Perkins Capital Management, LLC owns shares of 115 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 6.37% of the portfolio was purchased this quarter.About 4.65% of the portfolio was sold this quarter.This quarter, Hunter Perkins Capital Management, LLC has purchased 110 new stocks and bought additional shares in 23 stocks.Hunter Perkins Capital Management, LLC sold shares of 50 stocks and completely divested from 3 stocks this quarter.Largest Holdings LABCORP HOLDINGS INC $30,025Casey's General Stores $28,967Berkshire Hathaway $26,402Equity Lifestyle Properties $20,618Alphabet $17,623 Largest New Holdings this Quarter 65339F101 - NextEra Energy $3,966 Holding84472E102 - SOUTHSTATE BK CORP $3,497 HoldingG1151C101 - Accenture $2,577 Holding883556102 - Thermo Fisher Scientific $2,419 Holding016255101 - Align Technology $1,136 Holding Largest Purchases this Quarter NextEra Energy 52,543 shares (about $3.97K)SOUTHSTATE BK CORP 35,367 shares (about $3.50K)Equity Lifestyle Properties 46,739 shares (about $2.84K)Accenture 10,450 shares (about $2.58K)Thermo Fisher Scientific 4,983 shares (about $2.42K) Largest Sales this Quarter LKQ 123,555 shares (about $3.77K)Black Hills 41,001 shares (about $2.53K)SPDR S&P 500 ETF Trust 2,000 shares (about $1.33K)Coherent 11,992 shares (about $1.29K)Graphic Packaging 49,307 shares (about $970.30) 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$30,025$159 ▼-0.5%104,5946.7%COM SHSCASYCasey's General Stores$28,967$866 ▼-2.9%51,2406.4%Retail/WholesaleBRK.BBerkshire Hathaway$26,402$136 ▼-0.5%52,5165.9%FinanceELSEquity Lifestyle Properties$20,618$2,837 ▲16.0%339,6764.6%FinanceGOOGLAlphabet$17,623$15 ▼-0.1%72,4943.9%Computer and TechnologyADIAnalog Devices$12,086$30 ▼-0.2%49,1922.7%Computer and TechnologyFIFiserv$12,016$1,950 ▲19.4%93,1962.7%Business ServicesCBChubb$10,829$13 ▼-0.1%38,2362.4%FinancePBProsperity Bancshares$10,650$388 ▲3.8%159,1472.4%FinanceTSMTaiwan Semiconductor Manufacturing$10,083$29 ▼-0.3%35,9952.2%Computer and TechnologyJNJJohnson & Johnson$9,928$19 ▼-0.2%53,5452.2%MedicalMRKMerck & Co., Inc.$9,559$49 ▼-0.5%112,8112.1%MedicalBKHBlack Hills$9,395$2,525 ▼-21.2%152,5392.1%UtilitiesJBSSJohn B. Sanfilippo & Son$9,371$51 ▲0.5%145,7882.1%Consumer StaplesTFCTruist Financial$9,286$54 ▼-0.6%203,0992.1%FinanceGDGeneral Dynamics$8,707$26 ▼-0.3%25,5351.9%AerospaceGPKGraphic Packaging$8,560$970 ▼-10.2%434,9881.9%IndustrialsHIGThe Hartford Insurance Group$7,312$1 ▼0.0%54,6021.6%FinanceEOGEOG Resources$6,913$39 ▼-0.6%61,6571.5%EnergyJPMJPMorgan Chase & Co.$6,885$242 ▼-3.4%21,8271.5%FinanceWBSWebster Financial$6,878$151 ▼-2.2%115,7091.5%FinanceELVElevance Health$6,650$1,702 ▲34.4%20,5811.5%MedicalREGNRegeneron Pharmaceuticals$6,531$1,767 ▲37.1%11,6161.4%MedicalCOLBColumbia Banking System$6,262$51 ▼-0.8%243,2661.4%FinanceWECWEC Energy Group$6,157$185 ▼-2.9%53,7281.4%UtilitiesAOSA. O. Smith$5,807$106 ▼-1.8%79,1061.3%IndustrialsENSGThe Ensign Group$5,527$553 ▼-9.1%31,9791.2%MedicalSUISun Communities$5,186$5 ▼-0.1%39,8771.1%FinanceFCCOFirst Community$5,082$12 ▼-0.2%180,0961.1%FinanceLKQLKQ$4,848$3,774 ▼-43.8%158,7361.1%Auto/Tires/TrucksFLOFlowers Foods$4,671$1,534 ▲48.9%357,9251.0%Consumer StaplesICLRIcon$4,632$712 ▲18.2%26,4701.0%MedicalCHKPCheck Point Software Technologies$4,626$16 ▲0.3%22,3591.0%Computer and TechnologySCHWCharles Schwab$4,599$5 ▼-0.1%48,1701.0%FinanceBRK.ABerkshire Hathaway$4,5250.0%61.0%FinanceMIDDMiddleby$4,329$968 ▼-18.3%32,5681.0%IndustrialsGNTXGentex$4,291$98 ▼-2.2%151,6331.0%Auto/Tires/TrucksNEENextEra Energy$3,966$3,966 ▲New Holding52,5430.9%UtilitiesSOUTHSTATE BK CORP$3,497$3,497 ▲New Holding35,3670.8%COMAMTAmerican Tower$3,060$4 ▼-0.1%15,7700.7%FinanceSYKStryker$3,034$1 ▼0.0%8,1880.7%MedicalGOOGAlphabet$2,9710.0%12,2000.7%Computer and TechnologyCPCanadian Pacific Kansas City$2,961$13 ▼-0.4%39,6650.7%TransportationCOHRCoherent$2,822$1,292 ▼-31.4%26,1960.6%Business ServicesACNAccenture$2,577$2,577 ▲New Holding10,4500.6%Computer and TechnologyTMOThermo Fisher Scientific$2,419$2,419 ▲New Holding4,9830.5%MedicalPLDPrologis$2,261$322 ▲16.6%19,7430.5%FinanceSPROTT ASSET MANAGEMENT LP$2,1370.0%58,2400.5%PHYSICAL GOLD ANWATWaters$2,098$1 ▼-0.1%6,9980.5%MedicalTSEMTower Semiconductor$1,630$125 ▼-7.1%22,5400.4%Computer and TechnologyFANGDiamondback Energy$1,611$127 ▼-7.3%11,2580.4%EnergyMTCHMatch Group$1,5730.0%44,5400.3%Computer and TechnologyTHGThe Hanover Insurance Group$1,557$116 ▼-6.9%8,5750.3%FinanceLAZARD INC$1,5060.0%28,5250.3%COMFITBFifth Third Bancorp$1,449$38 ▼-2.6%32,2350.3%FinanceCVCOCavco Industries$1,443$125 ▼-8.0%2,4850.3%ConstructionIVViShares Core S&P 500 ETF$1,4320.0%2,1400.3%ETFHWCHancock Whitney$1,4270.0%22,7850.3%FinanceAXSAxis Capital$1,420$108 ▼-7.1%14,7570.3%FinanceOMABGrupo Aeroportuario del Centro Norte$1,392$105 ▼-7.0%13,4000.3%TransportationLFUSLittelfuse$1,3870.0%5,3550.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,332$1,332 ▼-50.0%2,0000.3%FinanceLEALear$1,304$89 ▼-6.4%12,9620.3%Auto/Tires/TrucksUMHUMH Properties$1,3010.0%87,6200.3%FinanceRSGRepublic Services$1,3000.0%5,6650.3%Business ServicesSSDSimpson Manufacturing$1,280$15 ▲1.2%7,6430.3%ConstructionWTFCWintrust Financial$1,2660.0%9,5600.3%FinanceREYNReynolds Consumer Products$1,261$37 ▲3.1%51,5500.3%Consumer DiscretionaryPNFPPinnacle Financial Partners$1,190$282 ▼-19.2%12,6850.3%FinanceUSBU.S. Bancorp$1,1790.0%24,1250.3%FinanceAAPLApple$1,1490.0%4,5110.3%Computer and TechnologyELMEElme Communities$1,138$58 ▲5.3%66,8000.3%FinanceALGNAlign Technology$1,136$1,136 ▲New Holding9,0750.3%MedicalESABESAB$1,121$153 ▲15.8%10,0300.2%IndustrialsTECHBio-Techne$1,1130.0%20,0000.2%MedicalASOAcademy Sports and Outdoors$1,052$102 ▼-8.8%20,9750.2%Consumer DiscretionaryCSXCSX$1,0480.0%29,5000.2%TransportationMGYMagnolia Oil & Gas$1,0270.0%43,0100.2%EnergyKWRQuaker Houghton$1,0260.0%7,7850.2%Basic MaterialsMSFTMicrosoft$1,002$52 ▼-4.9%1,9350.2%Computer and TechnologyAMRIZE LTD$975$975 ▲New Holding20,0880.2%SHSAWIArmstrong World Industries$921$57 ▼-5.8%4,7000.2%ConstructionMTDRMatador Resources$9130.0%20,3100.2%EnergyMMIMarcus & Millichap$904$23 ▲2.6%30,5500.2%FinanceVSHVishay Intertechnology$883$233 ▼-20.9%57,6850.2%Computer and TechnologyCNSCohen & Steers$875$66 ▲8.1%13,3320.2%FinanceHAEHaemonetics$866$520 ▲150.2%17,7640.2%MedicalMSAMSA Safety Incorporporated$8600.0%5,0000.2%IndustrialsTNETTriNet Group$833$107 ▲14.8%12,4600.2%Business ServicesFRFirst Industrial Realty Trust$7990.0%15,3950.2%FinanceOSBCOld Second Bancorp$7920.0%45,8200.2%FinanceETSYEtsy$7840.0%11,8150.2%Retail/WholesaleWHDCactus$750$333 ▲79.7%19,0000.2%EnergyGNRCGenerac$7310.0%4,3650.2%IndustrialsPFSProvident Financial Services$730$245 ▲50.6%37,8550.2%FinanceZDZiff Davis$702$82 ▲13.3%18,4350.2%Computer and TechnologyGMEDGlobus Medical$681$175 ▲34.7%11,8950.2%MedicalJLLJones Lang LaSalle$6700.0%2,2450.1%FinanceMUFGMitsubishi UFJ Financial Group$6520.0%40,9000.1%FinanceWNS HLDGS LTD$6460.0%8,4650.1%COM SHSShowing largest 100 holdings. 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