Hunter Perkins Capital Management, LLC Top Holdings and 13F Report (2026) About Hunter Perkins Capital Management, LLCInvestment ActivityHunter Perkins Capital Management, LLC has $426.55 thousand in total holdings as of March 31, 2026.Hunter Perkins Capital Management, LLC owns shares of 143 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 8.75% of the portfolio was purchased this quarter.About 12.93% of the portfolio was sold this quarter.This quarter, Hunter Perkins Capital Management, LLC has purchased 116 new stocks and bought additional shares in 45 stocks.Hunter Perkins Capital Management, LLC sold shares of 49 stocks and completely divested from 13 stocks this quarter.Largest Holdings Casey's General Stores $25,694Equity Lifestyle Properties $24,498Berkshire Hathaway $24,335LABCORP HOLDINGS INC $24,188Alphabet $17,307 Largest New Holdings this Quarter 303075105 - FactSet Research Systems $2,488 Holding79466L302 - Salesforce $2,143 Holding72348N109 - PINNACLE FINL PARTNERS INC $1,428 Holding617700109 - Morningstar $1,031 Holding92189F643 - VanEck Morningstar Wide Moat ETF $829 Holding Largest Purchases this Quarter EOG Resources 28,815 shares (about $4.17K)Diamondback Energy 16,841 shares (about $3.33K)Equity Lifestyle Properties 45,840 shares (about $2.86K)FactSet Research Systems 11,464 shares (about $2.49K)Microsoft 6,556 shares (about $2.43K) Largest Sales this Quarter Casey's General Stores 6,721 shares (about $4.89K)Alphabet 8,000 shares (about $2.30K)Gentex 103,287 shares (about $2.26K)Truist Financial 48,293 shares (about $2.22K)Taiwan Semiconductor Manufacturing 4,724 shares (about $1.60K) 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 PortfolioSectorCASYCasey's General Stores$25,694$4,892 â–¼-16.0%35,3016.0%Retail/WholesaleELSEquity Lifestyle Properties$24,498$2,861 â–²13.2%392,4735.7%FinanceBRK.BBerkshire Hathaway$24,335$393 â–¼-1.6%50,7835.7%FinanceLABCORP HOLDINGS INC$24,188$1,454 â–¼-5.7%90,6555.7%COM SHSGOOGLAlphabet$17,307$1,393 â–¼-7.5%60,1874.1%Computer and TechnologyEOGEOG Resources$13,982$4,166 â–²42.4%96,7113.3%EnergyADIAnalog Devices$13,818$100 â–¼-0.7%43,4333.2%Computer and TechnologyCBChubb$11,866$16 â–¼-0.1%36,2972.8%FinanceMRKMerck & Co., Inc.$11,029$1,387 â–¼-11.2%91,0462.6%MedicalBKHBlack Hills$9,767$14 â–²0.1%140,7132.3%UtilitiesJBSSJohn B. Sanfilippo & Son$9,746$1,057 â–¼-9.8%122,8592.3%Consumer StaplesPBProsperity Bancshares$9,142$47 â–²0.5%134,8852.1%FinanceREGNRegeneron Pharmaceuticals$8,489$77 â–²0.9%10,9872.0%MedicalGDGeneral Dynamics$8,382$5 â–¼-0.1%24,4232.0%AerospaceTSMTaiwan Semiconductor Manufacturing$7,687$1,601 â–¼-17.2%22,6821.8%Computer and TechnologyJNJJohnson & Johnson$7,653$44 â–¼-0.6%31,3081.8%MedicalALGNAlign Technology$7,489$27 â–¼-0.4%43,6871.8%MedicalTFCTruist Financial$6,848$2,220 â–¼-24.5%148,9661.6%FinanceCOLBColumbia Banking System$6,222$7 â–¼-0.1%226,8491.5%FinanceWECWEC Energy Group$6,169$28 â–¼-0.5%53,2841.4%UtilitiesFANGDiamondback Energy$5,825$3,331 â–²133.6%29,4491.4%EnergyJPMJPMorgan Chase & Co.$5,6730.0%19,2851.3%FinanceHIGThe Hartford Insurance Group$5,590$10 â–¼-0.2%41,1551.3%FinanceENSGThe Ensign Group$5,097$8 â–¼-0.2%25,2891.2%MedicalAOSA. O. Smith$5,080$1 â–²0.0%77,0431.2%IndustrialsNEENextEra Energy$4,8650.0%52,3781.1%UtilitiesZTSZoetis$4,810$1,158 â–²31.7%40,6901.1%MedicalELVElevance Health$4,772$87 â–¼-1.8%16,3011.1%MedicalSCHWCharles Schwab$4,498$22 â–¼-0.5%47,8561.1%FinanceFCCOFirst Community$4,474$623 â–¼-12.2%153,0591.0%FinanceACNAccenture$4,072$45 â–¼-1.1%20,5381.0%Computer and TechnologyMIDDMiddleby$3,886$422 â–¼-9.8%29,3120.9%IndustrialsCHKPCheck Point Software Technologies$3,534$345 â–²10.8%24,7360.8%Computer and TechnologySOUTHSTATE BK CORP$3,389$117 â–²3.6%36,6320.8%COMMKTXMarketAxess$3,298$460 â–²16.2%19,9920.8%FinanceMSFTMicrosoft$3,143$2,427 â–²338.8%8,4910.7%Computer and TechnologyCPCanadian Pacific Kansas City$3,1260.0%39,6650.7%TransportationADBEAdobe$2,846$28 â–¼-1.0%11,7080.7%Computer and TechnologyFISERV INC$2,723$992 â–¼-26.7%48,7910.6%COMAMTAmerican Tower$2,711$13 â–¼-0.5%15,7060.6%FinanceSYKStryker$2,6980.0%8,1880.6%MedicalPLDPrologis$2,525$11 â–¼-0.4%19,1040.6%FinanceFDSFactSet Research Systems$2,488$2,488 â–²New Holding11,4640.6%Business ServicesTMOThermo Fisher Scientific$2,474$34 â–²1.4%5,0290.6%MedicalCOHRCoherent$2,399$931 â–¼-28.0%10,0690.6%Business ServicesWATWaters$2,176$98 â–²4.7%7,3070.5%MedicalCRMSalesforce$2,143$2,143 â–²New Holding11,4810.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,081$1,106 â–²113.3%3,2000.5%FinanceSPROTT ASSET MANAGEMENT LP$1,897$656 â–¼-25.7%39,7520.4%PHYSICAL GOLD ANCNSCohen & Steers$1,879$279 â–²17.4%30,0410.4%FinanceLFUSLittelfuse$1,831$14 â–²0.8%5,3960.4%Computer and TechnologyTSEMTower Semiconductor$1,800$968 â–¼-35.0%10,2600.4%Computer and TechnologyMTDRMatador Resources$1,601$13 â–²0.8%25,3470.4%EnergySSDSimpson Manufacturing$1,587$9 â–²0.5%9,2480.4%ConstructionLEALear$1,579$9 â–²0.6%13,0400.4%Auto/Tires/TrucksAXSAxis Capital$1,463$40 â–¼-2.7%14,3630.3%FinanceMGYMagnolia Oil & Gas$1,428$70 â–²5.2%45,2260.3%EnergyPINNACLE FINL PARTNERS INC$1,428$1,428 â–²New Holding16,5790.3%COMOMABGrupo Aeroportuario del Centro Norte$1,400$138 â–¼-9.0%12,2000.3%TransportationIVViShares Core S&P 500 ETF$1,3980.0%2,1400.3%ETFESABESAB$1,389$145 â–²11.7%14,3680.3%IndustrialsTHGThe Hanover Insurance Group$1,384$11 â–²0.8%7,9830.3%FinanceUMHUMH Properties$1,274$10 â–²0.8%88,3170.3%FinanceHWCHancock Whitney$1,262$7 â–²0.6%19,8520.3%FinanceMSAMSA Safety Incorporporated$1,260$390 â–²44.8%7,6880.3%IndustrialsRSGRepublic Services$1,242$1 â–²0.1%5,6690.3%Business ServicesGMEDGlobus Medical$1,227$202 â–²19.7%14,2440.3%MedicalMTCHMatch Group$1,222$146 â–¼-10.7%39,7850.3%Computer and TechnologyCVCOCavco Industries$1,213$10 â–²0.8%2,5050.3%ConstructionCSXCSX$1,2110.0%29,5000.3%TransportationWTFCWintrust Financial$1,203$9 â–²0.8%8,6560.3%FinanceUSBU.S. Bancorp$1,156$35 â–¼-3.0%22,0000.3%FinanceAAPLApple$1,1450.0%4,5110.3%Computer and TechnologyREYNReynolds Consumer Products$1,113$8 â–²0.8%52,5500.3%Consumer DiscretionaryGNTXGentex$1,091$2,257 â–¼-67.4%49,9260.3%Auto/Tires/TrucksLAZARD INC$1,073$8 â–²0.8%25,2610.3%COMAMRIZE LTD$1,058$7 â–¼-0.7%18,8830.2%SHSMORNMorningstar$1,031$1,031 â–²New Holding6,0970.2%Business ServicesJLLJones Lang LaSalle$1,007$324 â–²47.4%3,3100.2%FinanceWHDCactus$1,003$8 â–²0.8%21,1680.2%EnergyTFXTeleflex$989$448 â–²82.7%8,2720.2%MedicalAWRAmerican States Water$980$148 â–²17.8%12,9580.2%UtilitiesGNRCGenerac$945$101 â–¼-9.7%4,8370.2%IndustrialsOSBCOld Second Bancorp$931$7 â–²0.8%46,1840.2%FinanceKWRQuaker Houghton$878$76 â–¼-8.0%7,0640.2%Basic MaterialsHAEHaemonetics$838$73 â–¼-8.0%14,8640.2%MedicalMOATVanEck Morningstar Wide Moat ETF$829$829 â–²New Holding8,5750.2%ETFPFSProvident Financial Services$807$6 â–²0.8%38,1490.2%FinanceCHRDChord Energy$776$776 â–²New Holding5,4550.2%EnergyCXTCrane NXT$749$132 â–²21.3%18,4550.2%Business ServicesFRFirst Industrial Realty Trust$748$174 â–¼-18.9%12,8320.2%FinanceOMCLOmnicell$676$363 â–²116.2%20,2600.2%MedicalZDZiff Davis$663$111 â–¼-14.3%15,7900.2%Computer and TechnologyMMIMarcus & Millichap$635$200 â–¼-24.0%23,6700.1%FinanceETSY INC$592$4 â–²0.8%11,8490.1%COMVSHVishay Intertechnology$590$103 â–¼-14.9%32,7680.1%Computer and TechnologyAWIArmstrong World Industries$529$103 â–¼-16.3%3,2090.1%ConstructionBABInvesco Taxable Municipal Bond ETF$519$519 â–²New Holding19,2490.1%ETFPFFiShares Preferred and Income Securities ETF$512$512 â–²New Holding16,8950.1%ETFMUFGMitsubishi UFJ Financial Group$481$74 â–¼-13.4%28,3300.1%FinanceShowing largest 100 holdings. 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