Hunter Perkins Capital Management, LLC Top Holdings and 13F Report (2026) About Hunter Perkins Capital Management, LLCInvestment ActivityHunter Perkins Capital Management, LLC has $445.57 thousand in total holdings as of June 30, 2026.Hunter Perkins Capital Management, LLC owns shares of 149 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 6.76% of the portfolio was purchased this quarter.About 8.24% of the portfolio was sold this quarter.This quarter, Hunter Perkins Capital Management, LLC has purchased 143 new stocks and bought additional shares in 34 stocks.Hunter Perkins Capital Management, LLC sold shares of 59 stocks and completely divested from 7 stocks this quarter.Largest Holdings Berkshire Hathaway $26,756LABCORP HOLDINGS INC $25,283Equity Lifestyle Properties $25,135Alphabet $20,864Analog Devices $16,469 Largest New Holdings this Quarter 98419M100 - Xylem $3,468 Holding26884L109 - EQT $2,808 Holding872590104 - T-Mobile US $1,090 Holding88162G103 - Tetra Tech $803 Holding258278100 - Dorman Products $675 Holding Largest Purchases this Quarter MSA Safety Incorporporated 23,595 shares (about $4.12K)Xylem 29,334 shares (about $3.47K)EQT 52,813 shares (about $2.81K)Microsoft 7,024 shares (about $2.62K)AMRIZE LTD 33,834 shares (about $1.80K) Largest Sales this Quarter Casey's General Stores 16,293 shares (about $12.95K)The Ensign Group 21,192 shares (about $3.40K)Merck & Co., Inc. 26,228 shares (about $3.39K)FactSet Research Systems 7,282 shares (about $1.68K)Coherent 4,022 shares (about $1.59K) 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$26,756$1,345 â–²5.3%53,4706.0%FinanceLABCORP HOLDINGS INC$25,283$100 â–¼-0.4%90,2975.7%COM SHSELSEquity Lifestyle Properties$25,135$160 â–¼-0.6%389,9895.6%Real EstateGOOGLAlphabet$20,864$645 â–¼-3.0%58,3824.7%Communication ServicesADIAnalog Devices$16,469$781 â–¼-4.5%41,4673.7%TechnologyCASYCasey's General Stores$15,107$12,949 â–¼-46.2%19,0083.4%Consumer StaplesEOGEOG Resources$12,556$9 â–²0.1%96,7832.8%EnergyCBChubb$12,337$68 â–¼-0.6%36,0972.8%FinanceTSMTaiwan Semiconductor Manufacturing$11,099$245 â–²2.3%23,1942.5%TechnologyJBSSJohn B. Sanfilippo & Son$10,507$58 â–¼-0.5%122,1892.4%Consumer StaplesBKHBlack Hills$10,432$37 â–¼-0.4%140,2132.3%UtilitiesPBProsperity Bancshares$9,823$109 â–¼-1.1%133,4002.2%FinanceGDGeneral Dynamics$8,6520.0%24,4231.9%IndustrialsMRKMerck & Co., Inc.$8,384$3,393 â–¼-28.8%64,8181.9%HealthcareJNJJohnson & Johnson$7,920$32 â–¼-0.4%31,1831.8%HealthcareALGNAlign Technology$7,3680.0%43,6871.7%HealthcareCOLBColumbia Banking System$7,279$9 â–²0.1%227,1161.6%FinanceJPMJPMorgan Chase & Co.$6,956$644 â–²10.2%21,2521.6%FinanceREGNRegeneron Pharmaceuticals$6,457$393 â–¼-5.7%10,3561.4%HealthcareELVElevance Health$6,262$43 â–¼-0.7%16,1911.4%HealthcareWECWEC Energy Group$6,2220.0%53,2841.4%UtilitiesTFCTruist Financial$5,871$1,550 â–¼-20.9%117,8511.3%FinanceMSFTMicrosoft$5,787$2,620 â–²82.7%15,5151.3%TechnologyMSAMSA Safety Incorporporated$5,461$4,119 â–²306.9%31,2831.2%IndustrialsFCCOFirst Community$4,987$15 â–¼-0.3%152,6071.1%FinanceMIDDMiddleby$4,964$78 â–¼-1.5%28,8591.1%IndustrialsFANGDiamondback Energy$4,951$226 â–¼-4.4%28,1651.1%EnergyAOSA. O. Smith$4,798$34 â–¼-0.7%76,5011.1%IndustrialsHIGThe Hartford Insurance Group$4,715$764 â–¼-13.9%35,4141.1%FinanceNEENextEra Energy$4,577$20 â–¼-0.4%52,1531.0%UtilitiesSCHWCharles Schwab$4,4160.0%47,8561.0%FinanceSYKStryker$4,362$1,777 â–²68.7%13,8151.0%HealthcareZTSZoetis$4,224$1,300 â–²44.5%58,7870.9%HealthcareSOUTHSTATE BK CORP$3,628$31 â–¼-0.9%36,3180.8%COMXYLXylem$3,468$3,468 â–²New Holding29,3340.8%IndustrialsCPCanadian Pacific Kansas City$3,4440.0%39,6650.8%IndustrialsCHKPCheck Point Software Technologies$3,229$22 â–¼-0.7%24,5710.7%TechnologyFISERV INC$3,006$613 â–²25.6%61,2780.7%COMAMRIZE LTD$2,810$1,803 â–²179.2%52,7170.6%SHSEQTEQT$2,808$2,808 â–²New Holding52,8130.6%EnergyWATWaters$2,729$11 â–¼-0.4%7,2770.6%HealthcareMKTXMarketAxess$2,600$331 â–²14.6%22,9060.6%FinancePLDPrologis$2,5880.0%19,1040.6%Real EstateAMTAmerican Tower$2,588$10 â–¼-0.4%15,6480.6%Real EstateTMOThermo Fisher Scientific$2,529$6 â–²0.2%5,0400.6%HealthcareACNAccenture$2,502$53 â–¼-2.1%20,1100.6%TechnologyADBEAdobe$2,394$7 â–¼-0.3%11,6750.5%TechnologyCOHRCoherent$2,385$1,586 â–¼-39.9%6,0470.5%TechnologyCNSCohen & Steers$2,276$11 â–¼-0.5%29,8910.5%FinanceLFUSLittelfuse$2,247$210 â–¼-8.5%4,9350.5%TechnologyESABESAB$2,133$716 â–²50.5%21,6290.5%IndustrialsSSDSimpson Manufacturing$1,9360.0%9,2480.4%IndustrialsCRMSalesforce$1,857$54 â–²3.0%11,8220.4%TechnologyTSEMTower Semiconductor$1,756$918 â–¼-34.3%6,7380.4%TechnologyTHGThe Hanover Insurance Group$1,7090.0%7,9830.4%FinancePINNACLE FINL PARTNERS INC$1,664$9 â–¼-0.5%16,4910.4%COMSPROTT ASSET MANAGEMENT LP$1,639$40 â–²2.5%40,7520.4%PHYSICAL GOLD ANIVViShares Core S&P 500 ETF$1,6030.0%2,1400.4%ETFAXSAxis Capital$1,5490.0%14,3630.3%FinanceCVCOCavco Industries$1,5390.0%2,5050.3%Consumer DiscretionaryMTCHMatch Group$1,504$10 â–¼-0.7%39,5250.3%Communication ServicesHWCHancock Whitney$1,4830.0%19,8520.3%FinanceGNRCGenerac$1,4160.0%4,8370.3%IndustrialsREYNReynolds Consumer Products$1,4110.0%52,5500.3%Consumer StaplesCSXCSX$1,4020.0%29,5000.3%IndustrialsWTFCWintrust Financial$1,3910.0%8,6560.3%FinanceHAEHaemonetics$1,388$274 â–²24.5%18,5120.3%HealthcareOMABGrupo Aeroportuario del Centro Norte$1,3800.0%12,2000.3%IndustrialsUSBU.S. Bancorp$1,3400.0%22,0000.3%FinanceUMHUMH Properties$1,3370.0%88,3170.3%Real EstateLEALear$1,279$469 â–¼-26.8%9,5440.3%Consumer DiscretionaryMTDRMatador Resources$1,2620.0%25,3470.3%EnergyGNTXGentex$1,250$12 â–¼-0.9%49,4620.3%Consumer DiscretionaryRSGRepublic Services$1,2080.0%5,6690.3%IndustrialsCHEChemed$1,174$581 â–²98.0%2,5210.3%HealthcareMGYMagnolia Oil & Gas$1,1570.0%45,2260.3%EnergyVSHVishay Intertechnology$1,144$618 â–¼-35.1%21,2750.3%TechnologyKWRQuaker Houghton$1,129$6 â–²0.6%7,1040.3%MaterialsGMEDGlobus Medical$1,1250.0%14,2440.3%HealthcareTMUST-Mobile US$1,090$1,090 â–²New Holding6,5000.2%Communication ServicesWHDCactus$1,0840.0%21,1680.2%EnergyAWRAmerican States Water$1,0710.0%12,9580.2%UtilitiesTFXTeleflex$1,0490.0%8,2720.2%HealthcareMORNMorningstar$1,046$95 â–²10.0%6,7050.2%FinanceJLLJones Lang LaSalle$1,018$8 â–¼-0.8%3,2830.2%Real EstateDLBDolby Laboratories$996$680 â–²215.2%18,9350.2%TechnologyOMCLOmnicell$968$127 â–²15.1%23,3140.2%HealthcareFDSFactSet Research Systems$962$1,675 â–¼-63.5%4,1820.2%FinanceMOATVanEck Morningstar Wide Moat ETF$955$64 â–²7.2%9,1900.2%ETFCXTCrane NXT$9440.0%18,4550.2%TechnologyCHRDChord Energy$915$291 â–²46.7%8,0020.2%EnergyPFSProvident Financial Services$9020.0%38,1490.2%FinanceMTHMeritage Homes$835$487 â–²140.0%9,9530.2%Consumer DiscretionaryOSBCOld Second Bancorp$814$264 â–¼-24.5%34,8890.2%FinanceTTEKTetra Tech$803$803 â–²New Holding27,8090.2%IndustrialsFRFirst Industrial Realty Trust$7930.0%12,8320.2%Real EstateMMIMarcus & Millichap$7380.0%23,6700.2%Real EstateAAPLApple$727$579 â–¼-44.3%2,5110.2%TechnologyDORMDorman Products$675$675 â–²New Holding4,9440.2%Consumer DiscretionaryENSGThe Ensign Group$657$3,398 â–¼-83.8%4,0970.1%HealthcareShowing largest 100 holdings. 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