Hunter Perkins Capital Management, LLC Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$432.4M

Holdings

116

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
BRK/BBERKSHIRE HATHAWAY INC DEL
$26K
LHLABCORP HOLDINGS INC
$24K
CASYCASEYS GEN STORES INC
$23K
ELSEQUITY LIFESTYLE PPTYS INC
$21K
GOOGLALPHABET INC
$20K
ADIANALOG DEVICES INC
$12K
CBCHUBB LIMITED
$11K
MRKMERCK & CO INC
$11K
BKHBLACK HILLS CORP
$10K
TFCTRUIST FINL CORP
$10K
JBSSSANFILIPPO JOHN B & SON INC
$10K
PBPROSPERITY BANCSHARES INC
$9K
REGNREGENERON PHARMACEUTICALS
$8K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$8K
GDGENERAL DYNAMICS CORP
$8K
EOGEOG RES INC
$7K
AFWALIGN TECHNOLOGY INC
$7K
JNJJOHNSON & JOHNSON
$7K
COLBCOLUMBIA BKG SYS INC
$6K
WBSWEBSTER FINL CORP
$6K
JPMJPMORGAN CHASE & CO.
$6K
ELVELEVANCE HEALTH INC FORMERLY
$6K
HIGHARTFORD INSURANCE GROUP INC
$6K
WECWEC ENERGY GROUP INC
$6K
ACNACCENTURE PLC IRELAND
$6K
FCCOFIRST CMNTY CORP S C
$5K
AOSSMITH A O CORP
$5K
SUISUN CMNTYS INC
$5K
MIDDMIDDLEBY CORP
$5K
SCHWSCHWAB CHARLES CORP
$5K
ICLRICON PLC
$5K
BRK-BBERKSHIRE HATHAWAY INC DEL
$5K
FISVFISERV INC
$4K
ENSGENSIGN GROUP INC
$4K
NEENEXTERA ENERGY INC
$4K
CHKPCHECK POINT SOFTWARE TECH LT
$4K
ADBEADOBE INC
$4K
ZTSZOETIS INC
$4K
GNTXGENTEX CORP
$4K
SSBSOUTHSTATE BK CORP
$3K
MKTXMARKETAXESS HLDGS INC
$3K
GOOGALPHABET INC
$3K
CPCANADIAN PACIFIC KANSAS CITY
$3K
SYKSTRYKER CORPORATION
$3K
TMOTHERMO FISHER SCIENTIFIC INC
$3K
AMTAMERICAN TOWER CORP NEW
$3K
WATWATERS CORP
$3K
COHRCOHERENT CORP
$3K
CEF/USPROTT ASSET MANAGEMENT LP
$2K
PLDPROLOGIS INC.
$2K
GPKGRAPHIC PACKAGING HLDG CO
$2K
FLOFLOWERS FOODS INC
$2K
FANGDIAMONDBACK ENERGY INC
$2K
TSEMTOWER SEMICONDUCTOR LTD
$2K
CNSCOHEN & STEERS INC
$2K
AXSAXIS CAP HLDGS LTD
$2K
SSDSIMPSON MFG INC
$1K
LEALEAR CORP
$1K
CVCOCAVCO INDS INC DEL
$1K
IVVISHARES TR
$1K
G7AGRUPO AEROPORTUARIO DEL CENT
$1K
THGHANOVER INS GROUP INC
$1K
MTCHMATCH GROUP INC NEW
$1K
ESABESAB CORPORATION
$1K
UMHUMH PPTYS INC
$1K
LFUSLITTELFUSE INC
$1K
HAEHAEMONETICS CORP MASS
$1K
HWCHANCOCK WHITNEY CORPORATION
$1K
PNFPPINNACLE FINL PARTNERS INC
$1K
AAPLAPPLE INC
$1K
USBUS BANCORP DEL
$1K
LAZLAZARD INC
$1K
WF2WINTRUST FINL CORP
$1K
RSGREPUBLIC SVCS INC
$1K
REYNREYNOLDS CONSUMER PRODS INC
$1K
ELMEELME COMMUNITIES
$1K
CSXCSX CORP
$1K
MTDRMATADOR RES CO
$1K
KWRQUAKER HOUGHTON
$1K
GMEDGLOBUS MED INC
$1K
AMRZAMRIZE LTD
$1K
SPYSPDR S&P 500 ETF TR
$1K
WHDCACTUS INC
$959
MGYMAGNOLIA OIL & GAS CORP
$941
MSFTMICROSOFT CORP
$936
FRFIRST INDL RLTY TR INC
$913
OSBCOLD SECOND BANCORP INC ILL
$893
MSAMSA SAFETY INC
$850
MMIMARCUS & MILLICHAP INC
$850
AWRAMER STATES WTR CO
$797
ASOACADEMY SPORTS & OUTDOORS IN
$785
JLLJONES LANG LASALLE INC
$755
PQ3PROVIDENT FINL SVCS INC
$748
TNETTRINET GROUP INC
$745
AWIARMSTRONG WORLD INDS INC NEW
$733
GNRCGENERAC HLDGS INC
$730
SLVISHARES SILVER TR
$719
CXTCRANE NXT CO
$716
ETSYETSY INC
$652
JXC1ZIFF DAVIS INC
$648
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