Hunter Perkins Capital Management, LLC 13F 持仓 · 2026年Q2
Hunter Perkins Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 4.46 亿美元。前几大持仓：BRKB（6.00%）、LH（5.67%）、ELS（5.64%）。本季前 25 大持仓中：增持 7 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $26.8M | 6.00% | 53,470 | 增持 |
| 2 | LH | LABCORP HOLDINGS INC | $25.3M | 5.67% | 90,297 | 减持 |
| 3 | ELS | EQUITY LIFESTYLE PROPERTIES | $25.1M | 5.64% | 389,989 | 减持 |
| 4 | GOOGL | ALPHABET INC | $20.9M | 4.68% | 58,382 | 减持 |
| 5 | ADI | ANALOG DEVICES INC | $16.5M | 3.70% | 41,467 | 减持 |
| 6 | CASY | CASEYS GEN STORES INC | $15.1M | 3.39% | 19,008 | 减持 |
| 7 | EOG | EOG RES INC | $12.6M | 2.82% | 96,783 | 增持 |
| 8 | CB | CHUBB LIMITED | $12.3M | 2.77% | 36,097 | 减持 |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.1M | 2.49% | 23,194 | 增持 |
| 10 | JBSS | SANFILIPPO JOHN B & SON INC | $10.5M | 2.36% | 122,189 | 减持 |
| 11 | BKH | BLACK HILLS CORP | $10.4M | 2.34% | 140,213 | 减持 |
| 12 | PB | PROSPERITY BANCSHARES INC | $9.8M | 2.20% | 133,400 | 减持 |
| 13 | GD | GENERAL DYNAMICS CORP | $8.7M | 1.94% | 24,423 | 持平 |
| 14 | MRK | MERCK & CO INC | $8.4M | 1.88% | 64,818 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $7.9M | 1.78% | 31,183 | 减持 |
| 16 | ALGN | ALIGN TECHNOLOGY INC | $7.4M | 1.65% | 43,687 | 持平 |
| 17 | COLB | COLUMBIA BKG SYS INC | $7.3M | 1.63% | 227,116 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $7.0M | 1.56% | 21,252 | 增持 |
| 19 | REGN | REGENERON PHARMACEUTICALS | $6.5M | 1.45% | 10,356 | 减持 |
| 20 | ELV | ELEVANCE HEALTH INC FORMERLY | $6.3M | 1.41% | 16,191 | 减持 |
| 21 | WEC | WEC ENERGY GROUP INC | $6.2M | 1.40% | 53,284 | 持平 |
| 22 | TFC | TRUIST FINL CORP | $5.9M | 1.32% | 117,851 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $5.8M | 1.30% | 15,515 | 增持 |
| 24 | MSA | MSA SAFETY INC | $5.5M | 1.23% | 31,283 | 增持 |
| 25 | FCCO | FIRST CMNTY CORP S C | $5.0M | 1.12% | 152,607 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR