Hunter Perkins Capital Management, LLC
145 holdingsFiling period: 2026-03-31Current AUM: $464.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CASY | CASEYS GEN STORES INC | 35.3K | $25.7M | $30.7M | 6.62% | -6,721 | 2026-03-31 |
| 2 | ELS | EQUITY LIFESTYLE PROPERTIES | 392.5K | $24.5M | $25.5M | 5.50% | +45.8K | 2026-03-31 |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 50.8K | $24.3M | $24.3M | 5.24% | -820 | 2026-03-31 |
| 4 | LH | LABCORP HOLDINGS INC | 90.7K | $24.2M | $28.0M | 6.03% | -5,451 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 60.2K | $17.3M | $21.4M | 4.61% | -4,846 | 2026-03-31 |
| 6 | EOG | EOG RES INC | 96.7K | $14.0M | $14.4M | 3.10% | +28.8K | 2026-03-31 |
| 7 | ADI | ANALOG DEVICES INC | 43.4K | $13.8M | $16.0M | 3.44% | -315 | 2026-03-31 |
| 8 | — | CHUBB LTD SWITZ | 36.3K | $11.9M | $11.9M | 2.55% | -50 | 2026-03-31 |
| 9 | MRK | MERCK & CO INC | 91.0K | $11.0M | $11.9M | 2.57% | -11,450 | 2026-03-31 |
| 10 | BKH | BLACK HILLS CORP | 140.7K | $9.8M | $10.0M | 2.16% | +204 | 2026-03-31 |
| 11 | JBSS | SANFILIPPO JOHN B & SON INC | 122.9K | $9.7M | $10.2M | 2.19% | -13,324 | 2026-03-31 |
| 12 | PB | PROSPERITY BANCSHARES INC | 134.9K | $9.1M | $10.2M | 2.19% | +692 | 2026-03-31 |
| 13 | REGN | REGENERON PHARMACEUTICALS | 11.0K | $8.5M | $8.4M | 1.80% | +100 | 2026-03-31 |
| 14 | GD | GENERAL DYNAMICS CORP | 24.4K | $8.4M | $9.4M | 2.02% | -15 | 2026-03-31 |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 22.7K | $7.7M | $9.2M | 1.98% | -4,724 | 2026-03-31 |
| 16 | JNJ | JOHNSON & JOHNSON | 31.3K | $7.7M | $8.0M | 1.73% | -181 | 2026-03-31 |
| 17 | ALGN | ALIGN TECHNOLOGY INC | 43.7K | $7.5M | $7.4M | 1.59% | -155 | 2026-03-31 |
| 18 | TFC | TRUIST FINL CORP | 149.0K | $6.8M | $7.7M | 1.66% | -48,293 | 2026-03-31 |
| 19 | COLB | COLUMBIA BKG SYS INC | 226.8K | $6.2M | $7.1M | 1.53% | -247 | 2026-03-31 |
| 20 | WEC | WEC ENERGY GROUP INC | 53.3K | $6.2M | $5.8M | 1.26% | -244 | 2026-03-31 |
| 21 | FANG | DIAMONDBACK ENERGY INC | 29.4K | $5.8M | $6.0M | 1.29% | +16.8K | 2026-03-31 |
| 22 | JPM | JPMORGAN CHASE & CO | 19.3K | $5.7M | $6.8M | 1.46% | -- | 2026-03-31 |
| 23 | HIG | HARTFORD INSURANCE GROUP INC | 41.2K | $5.6M | $5.9M | 1.26% | -74 | 2026-03-31 |
| 24 | ENSG | ENSIGN GROUP INC | 25.3K | $5.1M | $4.5M | 0.97% | -41 | 2026-03-31 |
| 25 | AOS | SMITH A O CORP | 77.0K | $5.1M | $4.6M | 1.00% | +12 | 2026-03-31 |
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