Hunter Perkins Capital Management, LLC

13F filer · CIK 0001808919

Reported Jul 16, 2026

Net seller this quarter

13F portfolio value$446MU.S. long equity reported on 13F

Positions13811 new · 5 closed

Net flow last quarter-$5.15MBuys minus sells

Top 10 positions weight39.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 2026138 positions
BRK.BBerkshire Hathaway Inc	$26.8M	6.00%	Not reported	+5.3%	Q2 2020
LHLabcorp Holdings Inc.	$25.3M	5.67%	0.11%	-0.4%	Q2 2024
ELSEquity Lifestyle Properties Inc	$25.1M	5.64%	0.20%	-0.6%	Q2 2020
GOOGLAlphabet Inc.	$20.9M	4.68%	0.00%	-3.0%	Q2 2020
ADIAnalog Devices Inc	$16.5M	3.70%	0.01%	-4.5%	Q2 2020
CASYCaseys General Stores Inc	$15.1M	3.39%	0.05%	-46.2%	Q2 2020
EOGEog Resources Inc	$12.6M	2.82%	0.02%	+0.1%	Q1 2023
CBChubb Ltd	$12.3M	2.77%	0.01%	-0.6%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.1M	2.49%	0.00%	+2.3%	Q4 2020
JBSSSanfilippo John B & Son Inc	$10.5M	2.36%	1.50%	-0.6%	Q4 2020
BKHBlack Hills Corp	$10.4M	2.34%	0.18%	-0.4%	Q1 2023
PBProsperity Bancshares Inc	$9.82M	2.20%	0.13%	-1.1%	Q2 2021
GDGeneral Dynamics Corp	$8.65M	1.94%	0.01%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$8.38M	1.88%	0.00%	-28.8%	Q4 2020
JNJJohnson & Johnson	$7.92M	1.78%	0.00%	-0.4%	Q2 2020
ALGNAlign Technology Inc	$7.37M	1.65%	0.06%	Not reported	Q2 2022
COLBColumbia Banking System, Inc.	$7.28M	1.63%	0.08%	+0.1%	Q1 2023
JPMJPMorgan Chase & Co	$6.96M	1.56%	0.00%	+10.2%	Q3 2022
REGNRegeneron Pharmaceuticals, Inc.	$6.46M	1.45%	0.01%	-5.7%	Q1 2025
ELVElevance Health, Inc.	$6.26M	1.41%	0.01%	-0.7%	Q3 2023
WECWec Energy Group, Inc.	$6.22M	1.40%	0.02%	Not reported	Q3 2023
TFCTruist Financial Corp	$5.87M	1.32%	0.01%	-20.9%	Q1 2023
MSFTMicrosoft Corp	$5.79M	1.30%	0.00%	+82.7%	Q2 2020
MSAMSA Safety Inc	$5.46M	1.23%	0.08%	+306.9%	Q2 2025
FCCOFirst Community Corp	$4.99M	1.12%	1.62%	-0.3%	Q2 2020
MIDDMIDDLEBY Corp	$4.96M	1.11%	0.06%	-1.6%	Q4 2023
FANGDiamondback Energy, Inc.	$4.95M	1.11%	0.01%	-4.4%	Q2 2023
AOSSmith A O Corp	$4.8M	1.08%	0.05%	-0.7%	Q2 2022
HIGHartford Insurance Group, Inc.	$4.72M	1.06%	0.01%	-14.0%	Q4 2020
NEENextera Energy Inc	$4.58M	1.03%	0.00%	-0.4%	Q3 2025
SCHWSchwab Charles Corp	$4.42M	0.99%	0.00%	Not reported	Q2 2020
SYKStryker Corp	$4.36M	0.98%	0.00%	+68.7%	Q2 2020
ZTSZoetis Inc.	$4.22M	0.95%	0.01%	+44.5%	Q4 2020
SSBSouthState Bank Corp	$3.63M	0.81%	0.04%	-0.9%	Q1 2023
XYLXylem Inc.	$3.47M	0.78%	0.01%	New	Q2 2026
CPCanadian Pacific Kansas City Ltd	$3.44M	0.77%	0.00%	Not reported	Q4 2021
CHKPCheck Point Software Technologies Ltd	$3.23M	0.72%	0.02%	-0.7%	Q2 2020
FISVFiserv Inc	$3.01M	0.67%	0.01%	+25.6%	Q4 2021
AMRZAmrize Ltd	$2.81M	0.63%	0.01%	+179.2%	Q3 2025
EQTEQT Corp	$2.81M	0.63%	0.01%	New	Q2 2026
WATWaters Corp	$2.73M	0.61%	0.01%	-0.4%	Q2 2023
MKTXMarketaxess Holdings Inc	$2.6M	0.58%	0.07%	+14.6%	Q4 2025
PLDPrologis, Inc.	$2.59M	0.58%	0.00%	Not reported	Q1 2025
AMTAmerican Tower Corp	$2.59M	0.58%	0.00%	-0.4%	Q2 2023
TMOThermo Fisher Scientific Inc.	$2.53M	0.57%	0.00%	+0.2%	Q2 2020
ACNAccenture plc	$2.5M	0.56%	0.00%	-2.1%	Q3 2025
ADBEAdobe Inc.	$2.39M	0.54%	0.00%	-0.3%	Q1 2022
COHRCoherent Corp.	$2.39M	0.54%	0.00%	-39.9%	Q1 2023
CNSCohen & Steers, Inc.	$2.28M	0.51%	0.06%	-0.5%	Q2 2020
LFUSLittelfuse Inc	$2.25M	0.50%	0.02%	-8.5%	Q1 2023

Q1 2026Reported May 12, 2026132 positions
CASYCaseys General Stores Inc	$25.7M	6.02%	0.10%	-16.0%	Q2 2020
ELSEquity Lifestyle Properties Inc	$24.5M	5.74%	0.20%	+13.2%	Q2 2020
BRK.BBerkshire Hathaway Inc	$24.3M	5.71%	Not reported	-1.6%	Q2 2020
LHLabcorp Holdings Inc.	$24.2M	5.67%	0.11%	-5.7%	Q2 2024
GOOGLAlphabet Inc.	$17.3M	4.06%	0.00%	-7.5%	Q2 2020
EOGEog Resources Inc	$14M	3.28%	0.02%	+42.4%	Q1 2023
ADIAnalog Devices Inc	$13.8M	3.24%	0.01%	-0.7%	Q2 2020
CBChubb Ltd	$11.9M	2.78%	0.01%	-0.1%	Q2 2020
MRKMerck & Co., Inc.	$11M	2.59%	0.00%	-11.2%	Q4 2020
BKHBlack Hills Corp	$9.77M	2.29%	0.19%	+0.2%	Q1 2023
JBSSSanfilippo John B & Son Inc	$9.75M	2.28%	1.51%	-9.8%	Q4 2020
PBProsperity Bancshares Inc	$9.14M	2.14%	0.13%	+0.5%	Q2 2021
REGNRegeneron Pharmaceuticals, Inc.	$8.49M	1.99%	0.01%	+0.9%	Q1 2025
GDGeneral Dynamics Corp	$8.38M	1.97%	0.01%	-0.1%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.69M	1.80%	0.00%	-17.2%	Q4 2020
JNJJohnson & Johnson	$7.65M	1.79%	0.00%	-0.6%	Q2 2020
ALGNAlign Technology Inc	$7.49M	1.76%	0.06%	-0.4%	Q2 2022
TFCTruist Financial Corp	$6.85M	1.61%	0.01%	-24.5%	Q1 2023
COLBColumbia Banking System, Inc.	$6.22M	1.46%	0.08%	-0.1%	Q1 2023
WECWec Energy Group, Inc.	$6.17M	1.45%	0.02%	-0.5%	Q3 2023
FANGDiamondback Energy, Inc.	$5.83M	1.37%	0.01%	+133.6%	Q2 2023
JPMJPMorgan Chase & Co	$5.67M	1.33%	0.00%	Not reported	Q3 2022
HIGHartford Insurance Group, Inc.	$5.59M	1.31%	0.01%	-0.2%	Q4 2020
ENSGEnsign Group, Inc	$5.1M	1.19%	0.04%	-0.2%	Q3 2023
AOSSmith A O Corp	$5.08M	1.19%	0.05%	0.0%	Q2 2022
NEENextera Energy Inc	$4.87M	1.14%	0.00%	Not reported	Q3 2025
ZTSZoetis Inc.	$4.81M	1.13%	0.01%	+31.7%	Q4 2020
ELVElevance Health, Inc.	$4.77M	1.12%	0.01%	-1.8%	Q3 2023
SCHWSchwab Charles Corp	$4.5M	1.05%	0.00%	-0.5%	Q2 2020
FCCOFirst Community Corp	$4.47M	1.05%	1.63%	-12.2%	Q2 2020
ACNAccenture plc	$4.07M	0.95%	0.00%	-1.1%	Q3 2025
MIDDMIDDLEBY Corp	$3.89M	0.91%	0.06%	-9.8%	Q4 2023
CHKPCheck Point Software Technologies Ltd	$3.53M	0.83%	0.02%	+10.8%	Q2 2020
SSBSouthState Bank Corp	$3.39M	0.79%	0.04%	+3.6%	Q1 2023
MKTXMarketaxess Holdings Inc	$3.3M	0.77%	0.06%	+16.2%	Q4 2025
MSFTMicrosoft Corp	$3.14M	0.74%	0.00%	+338.8%	Q2 2020
CPCanadian Pacific Kansas City Ltd	$3.13M	0.73%	0.00%	Not reported	Q4 2021
ADBEAdobe Inc.	$2.85M	0.67%	0.00%	-1.0%	Q1 2022
FISVFiserv Inc	$2.72M	0.64%	0.01%	-26.7%	Q4 2021
AMTAmerican Tower Corp	$2.71M	0.64%	0.00%	-0.5%	Q2 2023
SYKStryker Corp	$2.7M	0.63%	0.00%	Not reported	Q2 2020
PLDPrologis, Inc.	$2.53M	0.59%	0.00%	-0.4%	Q1 2025
FDSFactset Research Systems Inc	$2.49M	0.58%	0.03%	New	Q1 2026
TMOThermo Fisher Scientific Inc.	$2.47M	0.58%	0.00%	+1.4%	Q2 2020
COHRCoherent Corp.	$2.4M	0.56%	0.01%	-28.0%	Q1 2023
WATWaters Corp	$2.18M	0.51%	0.01%	+4.7%	Q2 2023
CRMSalesforce, Inc.	$2.14M	0.50%	0.00%	New	Q1 2026
CEFSprott Physical Gold & Silver Trust	$1.9M	0.44%	0.02%	-25.7%	Q4 2020
CNSCohen & Steers, Inc.	$1.88M	0.44%	0.06%	+17.4%	Q2 2020
LFUSLittelfuse Inc	$1.83M	0.43%	0.02%	+0.8%	Q1 2023

Q4 2025Reported Jan 14, 2026112 positions
BRK.BBerkshire Hathaway Inc	$25.9M	6.00%	Not reported	-1.7%	Q2 2020
LHLabcorp Holdings Inc.	$24.1M	5.58%	0.12%	-8.1%	Q2 2024
CASYCaseys General Stores Inc	$23.2M	5.37%	0.11%	-18.0%	Q2 2020
ELSEquity Lifestyle Properties Inc	$21.2M	4.90%	0.18%	+2.1%	Q2 2020
GOOGLAlphabet Inc.	$20.4M	4.71%	0.00%	-10.3%	Q2 2020
ADIAnalog Devices Inc	$11.9M	2.74%	0.01%	-11.1%	Q2 2020
CBChubb Ltd	$11.4M	2.63%	0.01%	-4.9%	Q2 2020
MRKMerck & Co., Inc.	$10.9M	2.51%	0.00%	-9.1%	Q4 2020
BKHBlack Hills Corp	$9.75M	2.26%	0.19%	-7.9%	Q1 2023
TFCTruist Financial Corp	$9.71M	2.24%	0.02%	-2.9%	Q1 2023
JBSSSanfilippo John B & Son Inc	$9.62M	2.22%	1.68%	-6.6%	Q4 2020
PBProsperity Bancshares Inc	$9.35M	2.16%	0.14%	-15.7%	Q2 2021
REGNRegeneron Pharmaceuticals, Inc.	$8.4M	1.94%	0.01%	-6.3%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.35M	1.93%	0.00%	-23.9%	Q4 2020
GDGeneral Dynamics Corp	$8.23M	1.90%	0.01%	-4.3%	Q4 2020
EOGEog Resources Inc	$7.13M	1.65%	0.01%	+10.1%	Q1 2023
ALGNAlign Technology Inc	$6.85M	1.58%	0.06%	+383.1%	Q2 2022
JNJJohnson & Johnson	$6.52M	1.51%	0.00%	-41.2%	Q2 2020
COLBColumbia Banking System, Inc.	$6.35M	1.47%	0.08%	-6.7%	Q1 2023
WBSWebster Financial Corp	$6.26M	1.45%	0.06%	-14.1%	Q3 2024
JPMJPMorgan Chase & Co	$6.21M	1.44%	0.00%	-11.7%	Q3 2022
ELVElevance Health, Inc.	$5.82M	1.35%	0.01%	-19.4%	Q3 2023
HIGHartford Insurance Group, Inc.	$5.71M	1.32%	0.01%	-24.5%	Q4 2020
WECWec Energy Group, Inc.	$5.65M	1.31%	0.02%	-0.4%	Q3 2023
ACNAccenture plc	$5.57M	1.29%	0.00%	+98.7%	Q3 2025
FCCOFirst Community Corp	$5.17M	1.20%	2.27%	-3.2%	Q2 2020
AOSSmith A O Corp	$5.15M	1.19%	0.05%	-2.6%	Q2 2022
SUISun Communities Inc	$4.97M	1.15%	0.03%	-0.3%	Q2 2020
MIDDMIDDLEBY Corp	$4.83M	1.12%	0.06%	-0.2%	Q4 2023
SCHWSchwab Charles Corp	$4.8M	1.11%	0.00%	-0.2%	Q2 2020
ICLRIcon PLC	$4.79M	1.11%	0.03%	-0.7%	Q4 2024
BRK.ABerkshire Hathaway Inc	$4.53M	1.05%	Not reported	Not reported	Q1 2025
FISVFiserv Inc	$4.47M	1.03%	0.01%	-28.6%	Q4 2021
ENSGEnsign Group, Inc	$4.41M	1.02%	0.04%	-20.8%	Q3 2023
NEENextera Energy Inc	$4.21M	0.97%	0.00%	-0.3%	Q3 2025
CHKPCheck Point Software Technologies Ltd	$4.14M	0.96%	0.02%	-0.2%	Q2 2020
ADBEAdobe Inc.	$4.14M	0.96%	0.00%	Not reported	Q1 2022
ZTSZoetis Inc.	$3.89M	0.90%	0.01%	Not reported	Q4 2020
GNTXGentex Corp	$3.57M	0.82%	0.07%	+1.0%	Q2 2023
SSBSouthState Bank Corp	$3.33M	0.77%	0.04%	Not reported	Q1 2023
MKTXMarketaxess Holdings Inc	$3.12M	0.72%	0.05%	New	Q4 2025
GOOGAlphabet Inc.	$3.01M	0.70%	Not reported	-21.3%	Q4 2020
CPCanadian Pacific Kansas City Ltd	$2.93M	0.68%	0.00%	Not reported	Q4 2021
SYKStryker Corp	$2.89M	0.67%	0.00%	Not reported	Q2 2020
TMOThermo Fisher Scientific Inc.	$2.88M	0.67%	0.00%	-0.5%	Q2 2020
AMTAmerican Tower Corp	$2.8M	0.65%	0.00%	+0.1%	Q2 2023
WATWaters Corp	$2.65M	0.61%	0.01%	-0.3%	Q2 2023
COHRCoherent Corp.	$2.58M	0.60%	0.01%	-46.7%	Q1 2023
CEFSprott Physical Gold & Silver Trust	$2.45M	0.57%	0.03%	-8.2%	Q4 2020
PLDPrologis, Inc.	$2.45M	0.57%	0.00%	-2.8%	Q1 2025

Q3 2025Reported Oct 15, 2025112 positions
LHLabcorp Holdings Inc.	$30M	6.66%	0.13%	-0.5%	Q2 2024
CASYCaseys General Stores Inc	$29M	6.42%	0.14%	-2.9%	Q2 2020
BRK.BBerkshire Hathaway Inc	$26.4M	5.85%	Not reported	-0.5%	Q2 2020
ELSEquity Lifestyle Properties Inc	$20.6M	4.57%	0.18%	+16.0%	Q2 2020
GOOGLAlphabet Inc.	$17.6M	3.91%	0.00%	-0.1%	Q2 2020
ADIAnalog Devices Inc	$12.1M	2.68%	0.01%	-0.3%	Q2 2020
FISVFiserv Inc	$12M	2.66%	0.02%	+19.4%	Q4 2021
CBChubb Ltd	$10.8M	2.40%	0.01%	-0.1%	Q2 2020
PBProsperity Bancshares Inc	$10.7M	2.36%	0.17%	+3.8%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.1M	2.24%	0.00%	-0.3%	Q4 2020
JNJJohnson & Johnson	$9.93M	2.20%	0.00%	-0.2%	Q2 2020
MRKMerck & Co., Inc.	$9.56M	2.12%	0.00%	-0.5%	Q4 2020
BKHBlack Hills Corp	$9.4M	2.08%	0.21%	-21.2%	Q1 2023
JBSSSanfilippo John B & Son Inc	$9.37M	2.08%	1.80%	+0.5%	Q4 2020
TFCTruist Financial Corp	$9.29M	2.06%	0.02%	-0.6%	Q1 2023
GDGeneral Dynamics Corp	$8.71M	1.93%	0.01%	-0.3%	Q4 2020
GPKGraphic Packaging Holding Co	$8.56M	1.90%	0.15%	-10.2%	Q4 2020
HIGHartford Insurance Group, Inc.	$7.31M	1.62%	0.02%	0.0%	Q4 2020
EOGEog Resources Inc	$6.91M	1.53%	0.01%	-0.6%	Q1 2023
JPMJPMorgan Chase & Co	$6.89M	1.53%	0.00%	-3.4%	Q3 2022
WBSWebster Financial Corp	$6.88M	1.52%	0.07%	-2.2%	Q3 2024
ELVElevance Health, Inc.	$6.65M	1.47%	0.01%	+34.4%	Q3 2023
REGNRegeneron Pharmaceuticals, Inc.	$6.53M	1.45%	0.01%	+37.1%	Q1 2025
COLBColumbia Banking System, Inc.	$6.26M	1.39%	0.08%	-0.8%	Q1 2023
WECWec Energy Group, Inc.	$6.16M	1.36%	0.02%	-2.9%	Q3 2023
AOSSmith A O Corp	$5.81M	1.29%	0.05%	-1.8%	Q2 2022
ENSGEnsign Group, Inc	$5.53M	1.23%	0.06%	-9.1%	Q3 2023
SUISun Communities Inc	$5.19M	1.15%	0.03%	-0.1%	Q2 2020
FCCOFirst Community Corp	$5.08M	1.13%	2.34%	-0.2%	Q2 2020
LKQLKQ Corp	$4.85M	1.07%	0.06%	-43.8%	Q2 2021
FLOFlowers Foods Inc	$4.67M	1.04%	0.17%	+48.9%	Q2 2025
ICLRIcon PLC	$4.63M	1.03%	0.03%	+18.2%	Q4 2024
CHKPCheck Point Software Technologies Ltd	$4.63M	1.03%	0.02%	+0.3%	Q2 2020
SCHWSchwab Charles Corp	$4.6M	1.02%	0.00%	-0.1%	Q2 2020
BRK.ABerkshire Hathaway Inc	$4.53M	1.00%	Not reported	Not reported	Q1 2025
MIDDMIDDLEBY Corp	$4.33M	0.96%	0.06%	-18.3%	Q4 2023
GNTXGentex Corp	$4.29M	0.95%	0.07%	-2.2%	Q2 2023
NEENextera Energy Inc	$3.97M	0.88%	0.00%	New	Q3 2025
SSBSouthState Bank Corp	$3.5M	0.78%	0.04%	Not reported	Q1 2023
AMTAmerican Tower Corp	$3.06M	0.68%	0.00%	-0.1%	Q2 2023
SYKStryker Corp	$3.03M	0.67%	0.00%	-0.1%	Q2 2020
GOOGAlphabet Inc.	$2.97M	0.66%	Not reported	Not reported	Q4 2020
CPCanadian Pacific Kansas City Ltd	$2.96M	0.66%	0.00%	-0.4%	Q4 2021
COHRCoherent Corp.	$2.82M	0.63%	0.02%	-31.4%	Q1 2023
ACNAccenture plc	$2.58M	0.57%	0.00%	New	Q3 2025
TMOThermo Fisher Scientific Inc.	$2.42M	0.54%	0.00%	Not reported	Q2 2020
PLDPrologis, Inc.	$2.26M	0.50%	0.00%	+16.6%	Q1 2025
CEFSprott Physical Gold & Silver Trust	$2.14M	0.47%	0.03%	Not reported	Q4 2020
WATWaters Corp	$2.1M	0.47%	0.01%	-0.1%	Q2 2023
TSEMTower Semiconductor Ltd	$1.63M	0.36%	0.02%	-7.1%	Q4 2020

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