Hunter Perkins Capital Management, LLC

CIK 0001808919 • 6 13F filings • Apr 24, 2025 – Jul 16, 2026

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Filer information

Filed by: Hunter Perkins Capital Management, LLC, President
Address: 377 E. BUTTERFIELD ROAD, SUITE 220, LOMBARD, IL, 60148
Phone: 3123419727
AUM: $432K

AUM over time

$446K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareFinancialsCommunicationReal EstateOther

Holdings by filing

Portfolio value: $432K116 positionsView on SEC.gov

			% of Portfolio
ACADEMY SPORTS & OUTDOORS IN	COM	$785	0.2%Prev: 0.2%	15,670 SH	Decreased-5,305 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$6K	1.3%Prev: 0.6%	20,765 SH	Increased+10,315 SH
ADOBE INC	COM	$4K	1.0%	11,824 SH	New
ALIGN TECHNOLOGY INC	COM	$7K	1.6%Prev: 0.3%	43,842 SH	Increased+34,767 SH
ALPHABET INC	CAP STK CL A	$20K	4.7%Prev: 3.9%	65,033 SH	Increased-7,461 SH
ALPHABET INC	CAP STK CL C	$3K	0.7%Prev: 0.7%	9,600 SH	Increased-2,600 SH
AMER STATES WTR CO	COM	$797	0.2%	11,003 SH	New
AMERICAN TOWER CORP NEW	COM	$3K	0.6%Prev: 0.7%	15,781 SH	Decreased+11 SH
AMRIZE LTD	SHS	$1K	0.2%Prev: 0.2%	19,013 SH	Increased-1,075 SH
ANALOG DEVICES INC	COM	$12K	2.7%Prev: 2.7%	43,748 SH	Decreased-5,444 SH
APPLE INC	COM	$1K	0.3%Prev: 0.3%	4,511 SH	Increased
ARMSTRONG WORLD INDS INC NEW	COM	$733	0.2%Prev: 0.2%	3,835 SH	Decreased-865 SH
ATAI BECKLEY NV	SHS	$50	0.0%	12,341 SH	New
AXIS CAP HLDGS LTD	SHS	$2K	0.4%Prev: 0.3%	14,757 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$5K	1.0%Prev: 1.0%	6 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$26K	6.0%Prev: 5.9%	51,603 SH	Decreased-913 SH
BLACK HILLS CORP	COM	$10K	2.3%Prev: 2.1%	140,509 SH	Increased-12,030 SH
BLUELINX HLDGS INC	COM NEW	$409	0.1%Prev: 0.1%	6,660 SH	Decreased
CACTUS INC	CL A	$959	0.2%Prev: 0.2%	20,995 SH	Increased+1,995 SH
CANADIAN PACIFIC KANSAS CITY	COM	$3K	0.7%Prev: 0.7%	39,665 SH	Decreased
CASEYS GEN STORES INC	COM	$23K	5.4%Prev: 6.4%	42,022 SH	Decreased-9,218 SH
CAVCO INDS INC DEL	COM	$1K	0.3%Prev: 0.3%	2,485 SH	Increased
CHECK POINT SOFTWARE TECH LT	ORD	$4K	1.0%Prev: 1.0%	22,320 SH	Decreased-39 SH
CHUBB LIMITED	COM	$11K	2.6%Prev: 2.4%	36,347 SH	Increased-1,889 SH
COHEN & STEERS INC	COM	$2K	0.4%Prev: 0.2%	25,579 SH	Increased+12,247 SH
COHERENT CORP	COM	$3K	0.6%Prev: 0.6%	13,976 SH	Decreased-12,220 SH
COLUMBIA BKG SYS INC	COM	$6K	1.5%Prev: 1.4%	227,096 SH	Increased-16,170 SH
CORE & MAIN INC	CL A	$353	0.1%Prev: 0.1%	6,785 SH	Decreased
CRANE NXT CO	COM	$716	0.2%	15,210 SH	New
CSX CORP	COM	$1K	0.2%Prev: 0.2%	29,500 SH	Increased
DIAMONDBACK ENERGY INC	COM	$2K	0.4%Prev: 0.4%	12,608 SH	Increased+1,350 SH
ELEVANCE HEALTH INC FORMERLY	COM	$6K	1.3%Prev: 1.5%	16,598 SH	Decreased-3,983 SH
ELME COMMUNITIES	SH BEN INT	$1K	0.3%Prev: 0.3%	66,800 SH	Increased
ENSIGN GROUP INC	COM	$4K	1.0%Prev: 1.2%	25,330 SH	Decreased-6,649 SH
EOG RES INC	COM	$7K	1.6%Prev: 1.5%	67,896 SH	Increased+6,239 SH
EQUITY LIFESTYLE PPTYS INC	COM	$21K	4.9%Prev: 4.6%	346,633 SH	Increased+6,957 SH
ESAB CORPORATION	COM	$1K	0.3%Prev: 0.2%	12,865 SH	Increased+2,835 SH
ETSY INC	COM	$652	0.2%Prev: 0.2%	11,760 SH	Decreased-55 SH
FIRST CMNTY CORP S C	COM	$5K	1.2%Prev: 1.1%	174,359 SH	Increased-5,737 SH
FIRST FINL BANCORP OH	COM	$297	0.1%	11,860 SH	New
FIRST INDL RLTY TR INC	COM	$913	0.2%Prev: 0.2%	15,825 SH	Increased+430 SH
FISERV INC	COM	$4K	1.0%Prev: 2.7%	66,561 SH	Decreased-26,635 SH
FLOWERS FOODS INC	COM	$2K	0.5%Prev: 1.0%	192,430 SH	Decreased-165,495 SH
GENERAC HLDGS INC	COM	$730	0.2%Prev: 0.2%	5,355 SH	Decreased+990 SH
GENERAL DYNAMICS CORP	COM	$8K	1.9%Prev: 1.9%	24,438 SH	Decreased-1,097 SH
GENTEX CORP	COM	$4K	0.8%Prev: 1.0%	153,213 SH	Decreased+1,580 SH
GLOBUS MED INC	CL A	$1K	0.2%Prev: 0.2%	11,895 SH	Increased
GRAPHIC PACKAGING HLDG CO	COM	$2K	0.5%Prev: 1.9%	151,592 SH	Decreased-283,396 SH
GRUPO AEROPORTUARIO DEL CENT	SPON ADR	$1K	0.3%Prev: 0.3%	13,400 SH	Increased
HAEMONETICS CORP MASS	COM	$1K	0.3%Prev: 0.2%	16,159 SH	Increased-1,605 SH
HANCOCK WHITNEY CORPORATION	COM	$1K	0.3%Prev: 0.3%	19,735 SH	Decreased-3,050 SH
HANOVER INS GROUP INC	COM	$1K	0.3%Prev: 0.3%	7,920 SH	Decreased-655 SH
HARTFORD INSURANCE GROUP INC	COM	$6K	1.3%Prev: 1.6%	41,229 SH	Decreased-13,373 SH
ICON PLC	SHS	$5K	1.1%Prev: 1.0%	26,285 SH	Increased-185 SH
INDEPENDENCE RLTY TR INC	COM	$515	0.1%Prev: 0.1%	29,175 SH	Increased
ISHARES SILVER TR	ISHARES	$719	0.2%Prev: 0.1%	11,163 SH	Increased
ISHARES TR	CORE S&P500 ETF	$1K	0.3%Prev: 0.3%	2,140 SH	Increased
JOHNSON & JOHNSON	COM	$7K	1.5%Prev: 2.2%	31,489 SH	Decreased-22,056 SH
JONES LANG LASALLE INC	COM	$755	0.2%Prev: 0.1%	2,245 SH	Increased
JPMORGAN CHASE & CO.	COM	$6K	1.4%Prev: 1.5%	19,285 SH	Decreased-2,542 SH
KROGER CO	COM	$383	0.1%Prev: 0.1%	6,125 SH	Decreased
LABCORP HOLDINGS INC	COM SHS	$24K	5.6%Prev: 6.7%	96,106 SH	Decreased-8,488 SH
LAZARD INC	COM	$1K	0.3%Prev: 0.3%	25,070 SH	Decreased-3,455 SH
LEAR CORP	COM NEW	$1K	0.3%Prev: 0.3%	12,962 SH	Increased
LEVI STRAUSS & CO NEW	CL A COM STK	$413	0.1%Prev: 0.1%	19,925 SH	Decreased-5,550 SH
LITTELFUSE INC	COM	$1K	0.3%Prev: 0.3%	5,355 SH	Decreased
MAGNOLIA OIL & GAS CORP	CL A	$941	0.2%Prev: 0.2%	43,010 SH	Decreased
MARCUS & MILLICHAP INC	COM	$850	0.2%Prev: 0.2%	31,130 SH	Decreased+580 SH
MARKETAXESS HLDGS INC	COM	$3K	0.7%	17,202 SH	New
MATADOR RES CO	COM	$1K	0.2%Prev: 0.2%	25,147 SH	Increased+4,837 SH
MATCH GROUP INC NEW	COM	$1K	0.3%Prev: 0.3%	44,540 SH	Decreased
MERCK & CO INC	COM	$11K	2.5%Prev: 2.1%	102,496 SH	Increased-10,315 SH
MERCURY SYS INC	COM	$438	0.1%Prev: 0.1%	6,005 SH	Decreased-655 SH
MICROSOFT CORP	COM	$936	0.2%Prev: 0.2%	1,935 SH	Decreased
MIDDLEBY CORP	COM	$5K	1.1%Prev: 1.0%	32,498 SH	Increased-70 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$519	0.1%Prev: 0.1%	32,700 SH	Decreased-8,200 SH
MSA SAFETY INC	COM	$850	0.2%Prev: 0.2%	5,310 SH	Decreased+310 SH
NEXTERA ENERGY INC	COM	$4K	1.0%Prev: 0.9%	52,378 SH	Increased-165 SH
NUVATION BIO INC	*W EXP 02/10/202	$7	0.0%	20,000 SH	New
NUVATION BIO INC	COM CL A	$91	0.0%Prev: 0.0%	10,200 SH	Increased-12,300 SH
OLD SECOND BANCORP INC ILL	COM	$893	0.2%Prev: 0.2%	45,820 SH	Increased
OMNICELL COM	COM	$424	0.1%Prev: 0.1%	9,370 SH	Increased
PIMCO MUN INCOME FD II	COM	$201	0.0%Prev: 0.0%	26,640 SH	Decreased
PINNACLE FINL PARTNERS INC	COM	$1K	0.3%Prev: 0.3%	12,850 SH	Increased+165 SH
PROLOGIS INC.	COM	$2K	0.6%Prev: 0.5%	19,184 SH	Increased-559 SH
PROSPERITY BANCSHARES INC	COM	$9K	2.2%Prev: 2.4%	134,193 SH	Decreased-24,954 SH
PROVIDENT FINL SVCS INC	COM	$748	0.2%Prev: 0.2%	37,855 SH	Increased
QUAKER HOUGHTON	COM	$1K	0.2%Prev: 0.2%	7,675 SH	Increased-110 SH
REGENERON PHARMACEUTICALS	COM	$8K	1.9%Prev: 1.4%	10,887 SH	Increased-729 SH
REPUBLIC SVCS INC	COM	$1K	0.3%Prev: 0.3%	5,665 SH	Decreased
REYNOLDS CONSUMER PRODS INC	COM	$1K	0.3%Prev: 0.3%	52,155 SH	Decreased+605 SH
SANFILIPPO JOHN B & SON INC	COM	$10K	2.2%Prev: 2.1%	136,183 SH	Increased-9,605 SH
SCHWAB CHARLES CORP	COM	$5K	1.1%Prev: 1.0%	48,086 SH	Increased-84 SH
SIMPSON MFG INC	COM	$1K	0.3%Prev: 0.3%	9,198 SH	Increased+1,555 SH
SMITH A O CORP	COM	$5K	1.2%Prev: 1.3%	77,031 SH	Decreased-2,075 SH
SOUTHSTATE BK CORP	COM	$3K	0.8%Prev: 0.8%	35,367 SH	Decreased
SPDR S&P 500 ETF TR	PUT	$1K	0.2%Prev: 0.3%	1,500 PRN	Decreased-500 PRN
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$2K	0.6%Prev: 0.5%	53,490 SH	Increased-4,750 SH
STRYKER CORPORATION	COM	$3K	0.7%Prev: 0.7%	8,188 SH	Decreased
SUN CMNTYS INC	COM	$5K	1.1%Prev: 1.1%	39,777 SH	Decreased-100 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$8K	1.9%Prev: 2.2%	27,406 SH	Decreased-8,589 SH
TELEFLEX INCORPORATED	COM	$552	0.1%Prev: 0.1%	4,527 SH	Increased+430 SH
THERMO FISHER SCIENTIFIC INC	COM	$3K	0.7%Prev: 0.5%	4,960 SH	Increased-23 SH
TOWER SEMICONDUCTOR LTD	SHS NEW	$2K	0.4%Prev: 0.4%	15,780 SH	Increased-6,760 SH
TRINET GROUP INC	COM	$745	0.2%Prev: 0.2%	12,595 SH	Decreased+135 SH
TRUIST FINL CORP	COM	$10K	2.2%Prev: 2.1%	197,259 SH	Increased-5,840 SH
UMH PPTYS INC	COM	$1K	0.3%Prev: 0.3%	87,620 SH	Increased
US BANCORP DEL	COM NEW	$1K	0.3%Prev: 0.3%	22,675 SH	Increased-1,450 SH
VISHAY INTERTECHNOLOGY INC	COM	$558	0.1%Prev: 0.2%	38,515 SH	Decreased-19,170 SH
VOYAGER THERAPEUTICS INC	COM	$82	0.0%Prev: 0.1%	20,965 SH	Decreased-32,875 SH
WATERS CORP	COM	$3K	0.6%Prev: 0.5%	6,978 SH	Increased-20 SH
WEBSTER FINL CORP	COM	$6K	1.4%Prev: 1.5%	99,379 SH	Decreased-16,330 SH
WEC ENERGY GROUP INC	COM	$6K	1.3%Prev: 1.4%	53,528 SH	Decreased-200 SH
WINTRUST FINL CORP	COM	$1K	0.3%Prev: 0.3%	8,590 SH	Decreased-970 SH
ZIFF DAVIS INC	COM	$648	0.1%Prev: 0.2%	18,435 SH	Decreased
ZOETIS INC	CL A	$4K	0.9%	30,898 SH	New

Sold (vs prior filing)

ATAI LIFE SCIENCES NV — $78
BIO-TECHNE CORP — $1K
EQUINOR ASA — $488
FIFTH THIRD BANCORP — $1K
LKQ CORP — $5K
SPDR GOLD TR — $249
WNS HLDGS LTD — $646

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001808919-26-000001	$432K	View
Oct 15, 2025	Q3 2025	13F-HR	0001808919-25-000005	$451K	View
Jul 16, 2026	Q2 2026