§ 13F · FUND PROFILE
Hunter Perkins Capital Management, LLC.
AUM · $446K (13F)Positions · 149Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 53K | $27K | 6.0% | +5% |
| 2 | LH | LABCORP HOLDINGS INC | 90K | $25K | 5.7% | ±0% |
| 3 | ELS | EQUITY LIFESTYLE PROPERTIES | 390K | $25K | 5.6% | −1% |
| 4 | GOOGL | ALPHABET INC | 58K | $21K | 4.7% | −3% |
| 5 | ADI | ANALOG DEVICES INC | 41K | $16K | 3.7% | −5% |
| 6 | CASY | CASEYS GEN STORES INC | 19K | $15K | 3.4% | −46% |
| 7 | EOG | EOG RES INC | 97K | $13K | 2.8% | ±0% |
| 8 | CB | CHUBB LIMITED | 36K | $12K | 2.8% | −1% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 23K | $11K | 2.5% | +2% |
| 10 | JBSS | SANFILIPPO JOHN B & SON INC | 122K | $11K | 2.4% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HUNTER SIGNAL
AC read
Hunter Perkins Capital Management, LLC is a Other fund managing $446 thousand in assets. The fund runs a portfolio of 149 positions.
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