Hunter Perkins Capital Management, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$432K
Holdings
116
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (116 positions)
| Stock | Value |
|---|---|
LHLABCORP HOLDINGS INC | $24.1M |
ELSEQUITY LIFESTYLE PPTYS INC | $21.2M |
GOOGLALPHABET INC | $20.4M |
ADIANALOG DEVICES INC | $11.9M |
CBCHUBB LIMITED | $11.4M |
MRKMERCK & CO INC | $10.9M |
BKHBLACK HILLS CORP | $9.8M |
TFCTRUIST FINL CORP | $9.7M |
JBSSSANFILIPPO JOHN B & SON INC | $9.6M |
PBPROSPERITY BANCSHARES INC | $9.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $8.3M |
GDGENERAL DYNAMICS CORP | $8.2M |
EOGEOG RES INC | $7.1M |
NUVB/WSNUVATION BIO INC | $7.0M |
AFWALIGN TECHNOLOGY INC | $6.8M |
JNJJOHNSON & JOHNSON | $6.5M |
COLBCOLUMBIA BKG SYS INC | $6.3M |
WBSWEBSTER FINL CORP | $6.3M |
JPMJPMORGAN CHASE & CO. | $6.2M |
ELVELEVANCE HEALTH INC FORMERLY | $5.8M |
HIGHARTFORD INSURANCE GROUP INC | $5.7M |
WECWEC ENERGY GROUP INC | $5.6M |
ACNACCENTURE PLC IRELAND | $5.6M |
FCCOFIRST CMNTY CORP S C | $5.2M |
AOSSMITH A O CORP | $5.2M |
SUISUN CMNTYS INC | $5.0M |
MIDDMIDDLEBY CORP | $4.8M |
SCHWSCHWAB CHARLES CORP | $4.8M |
ICLRICON PLC | $4.8M |
FISVFISERV INC | $4.5M |
ENSGENSIGN GROUP INC | $4.4M |
NEENEXTERA ENERGY INC | $4.2M |
CHKPCHECK POINT SOFTWARE TECH LT | $4.1M |
ADBEADOBE INC | $4.1M |
ZTSZOETIS INC | $3.9M |
GNTXGENTEX CORP | $3.6M |
SSBSOUTHSTATE BK CORP | $3.3M |
MKTXMARKETAXESS HLDGS INC | $3.1M |
GOOGALPHABET INC | $3.0M |
CPCANADIAN PACIFIC KANSAS CITY | $2.9M |
SYKSTRYKER CORPORATION | $2.9M |
AMTAMERICAN TOWER CORP NEW | $2.8M |
WATWATERS CORP | $2.6M |
COHRCOHERENT CORP | $2.6M |
CEF/USPROTT ASSET MANAGEMENT LP | $2.5M |
PLDPROLOGIS INC. | $2.4M |
GPKGRAPHIC PACKAGING HLDG CO | $2.3M |
FLOFLOWERS FOODS INC | $2.1M |
FANGDIAMONDBACK ENERGY INC | $1.9M |
TSEMTOWER SEMICONDUCTOR LTD | $1.9M |
CNSCOHEN & STEERS INC | $1.6M |
AXSAXIS CAP HLDGS LTD | $1.6M |
SSDSIMPSON MFG INC | $1.5M |
LEALEAR CORP | $1.5M |
G7AGRUPO AEROPORTUARIO DEL CENT | $1.5M |
THGHANOVER INS GROUP INC | $1.4M |
ESABESAB CORPORATION | $1.4M |
MTCHMATCH GROUP INC NEW | $1.4M |
UMHUMH PPTYS INC | $1.4M |
LFUSLITTELFUSE INC | $1.4M |
HAEHAEMONETICS CORP MASS | $1.3M |
HWCHANCOCK WHITNEY CORPORATION | $1.3M |
AAPLAPPLE INC | $1.2M |
PNFPPINNACLE FINL PARTNERS INC | $1.2M |
USBUS BANCORP DEL | $1.2M |
LAZLAZARD INC | $1.2M |
RSGREPUBLIC SVCS INC | $1.2M |
WF2WINTRUST FINL CORP | $1.2M |
REYNREYNOLDS CONSUMER PRODS INC | $1.2M |
ELMEELME COMMUNITIES | $1.2M |
CSXCSX CORP | $1.1M |
MTDRMATADOR RES CO | $1.1M |
KWRQUAKER HOUGHTON | $1.1M |
GMEDGLOBUS MED INC | $1.0M |
AMRZAMRIZE LTD | $1.0M |
WHDCACTUS INC | $959K |
MGYMAGNOLIA OIL & GAS CORP | $941K |
MSFTMICROSOFT CORP | $936K |
FRFIRST INDL RLTY TR INC | $913K |
OSBCOLD SECOND BANCORP INC ILL | $893K |
MSAMSA SAFETY INC | $850K |
MMIMARCUS & MILLICHAP INC | $850K |
AWRAMER STATES WTR CO | $797K |
ASOACADEMY SPORTS & OUTDOORS IN | $785K |
JLLJONES LANG LASALLE INC | $755K |
PQ3PROVIDENT FINL SVCS INC | $748K |
TNETTRINET GROUP INC | $745K |
AWIARMSTRONG WORLD INDS INC NEW | $733K |
GNRCGENERAC HLDGS INC | $730K |
SLVISHARES SILVER TR | $719K |
CXTCRANE NXT CO | $716K |
ETSYETSY INC | $652K |
JXC1ZIFF DAVIS INC | $648K |
VSHVISHAY INTERTECHNOLOGY INC | $558K |
TFXTELEFLEX INCORPORATED | $552K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $519K |
IRTINDEPENDENCE RLTY TR INC | $515K |
MRCYMERCURY SYS INC | $438K |
OMCLOMNICELL COM | $424K |
LEVILEVI STRAUSS & CO NEW | $413K |
Page 1 of 2Next