Hunter Perkins Capital Management, LLC
LOMBARD IL · SEC CIK 0001808919
$4.27亿2026Q1 申报市值
143持仓数
41.4%前十大占比 · 第一大 6.0%
39 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EOG 加仓+$416.59万
FANG 加仓+$333.11万
ELS 加仓+$286.13万
FDS 新建仓+$248.80万
MSFT 加仓+$242.67万
2026Q1 卖出最多 按季末市值估算
WEBSTER FINL COR 清仓-$625.50万
SUI 清仓-$497.00万
CASY 减仓-$489.19万
ICLR 清仓-$479.00万
BRK/A 清仓-$452.90万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -99,379 | -100.0% | -$625.50万 | 清仓 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | -39,777 | -100.0% | -$497.00万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -26,285 | -100.0% | -$479.00万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -6 | -100.0% | -$452.90万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -151,592 | -100.0% | -$230.00万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -192,430 | -100.0% | -$209.40万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -12,850 | -100.0% | -$122.60万 | 清仓 |
| — | ELME COMMUNITIES | $0 | 0.00% | 0 | -66,800 | -100.0% | -$116.20万 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | -12,595 | -100.0% | -$74.50万 | 清仓 |
| BXC | BLUELINX HLDGS INC | $0 | 0.00% | 0 | -6,660 | -100.0% | -$40.90万 | 清仓 |
| NUVB | NUVATION BIO INC | $0 | 0.00% | 0 | -10,200 | -100.0% | -$9.10万 | 清仓 |
| — | ATAI BECKLEY NV | $0 | 0.00% | 0 | -12,341 | -100.0% | -$5.00万 | 清仓 |
| — | NUVATION BIO INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$7,000 | 清仓 |
| — | ATAIBECKLEY INC | $4.40万 | 0.01% | 12,341 | 12,341 | — | $4.40万 | 新建仓 |
| — | WESTERN ASSET GBL HIGH INC F | $6.90万 | 0.02% | 11,744 | 11,744 | — | $6.90万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $8.10万 | 0.02% | 20,965 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $10.00万 | 0.02% | 13,184 | 13,184 | — | $10.00万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $20.20万 | 0.05% | 26,640 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.20万 | 0.05% | 1,236 | 1,236 | — | $20.20万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.50万 | 0.05% | 500 | -200 | -28.6% | -$8.60万 | 重新持有 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $22.30万 | 0.05% | 2,855 | 2,855 | — | $22.30万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.40万 | 0.05% | 514 | 514 | — | $22.40万 | 新建仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $23.20万 | 0.05% | 5,493 | 5,493 | — | $23.20万 | 新建仓 |
| MRCY | MERCURY SYS INC | $23.30万 | 0.05% | 3,190 | -2,815 | -46.9% | -$20.56万 | 减仓 |
| VRSN | VERISIGN INC | $24.20万 | 0.06% | 975 | 975 | — | $24.20万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $24.40万 | 0.06% | 714 | 714 | — | $24.40万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $24.40万 | 0.06% | 1,862 | 1,862 | — | $24.40万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.90万 | 0.06% | 992 | 992 | — | $24.90万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $25.40万 | 0.06% | 1,174 | 1,174 | — | $25.40万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $25.60万 | 0.06% | 4,147 | 4,147 | — | $25.60万 | 新建仓 |
| CPRT | COPART INC | $25.80万 | 0.06% | 7,759 | 7,759 | — | $25.80万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $25.80万 | 0.06% | 2,769 | 2,769 | — | $25.80万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $26.20万 | 0.06% | 1,657 | 1,657 | — | $26.20万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.60万 | 0.06% | 8,985 | 8,985 | — | $27.60万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $28.40万 | 0.07% | 1,520 | 1,520 | — | $28.40万 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $29.70万 | 0.07% | 6,644 | 6,644 | — | $29.70万 | 新建仓 |
| QUAL | ISHARES TR | $29.70万 | 0.07% | 1,551 | 1,551 | — | $29.70万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $29.70万 | 0.07% | 6,463 | 6,463 | — | $29.70万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $30.30万 | 0.07% | 1,893 | 1,893 | — | $30.30万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.40万 | 0.07% | 1,413 | 1,413 | — | $30.40万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $30.70万 | 0.07% | 3,982 | 3,982 | — | $30.70万 | 新建仓 |
| SLV | ISHARES SILVER TR | $32.50万 | 0.08% | 4,763 | -6,400 | -57.3% | -$43.67万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $33.30万 | 0.08% | 11,954 | 94 | 0.8% | $2,619 | 加仓 |
| ROL | ROLLINS INC | $33.50万 | 0.08% | 6,268 | 6,268 | — | $33.50万 | 新建仓 |
| CNM | CORE & MAIN INC | $33.80万 | 0.08% | 6,839 | 54 | 0.8% | $2,669 | 加仓 |
| SGOV | ISHARES TR | $35.20万 | 0.08% | 3,501 | 3,501 | — | $35.20万 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $36.10万 | 0.08% | 6,008 | 6,008 | — | $36.10万 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $37.10万 | 0.09% | 20,069 | 144 | 0.7% | $2,662 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.30万 | 0.09% | 10,819 | 10,819 | — | $38.30万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $40.50万 | 0.09% | 7,153 | -8,517 | -54.4% | -$48.22万 | 减仓 |
| KR | KROGER CO | $41.80万 | 0.10% | 5,775 | -350 | -5.7% | -$2.53万 | 减仓 |
| HAL | HALLIBURTON CO | $42.10万 | 0.10% | 10,789 | 10,789 | — | $42.10万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $44.30万 | 0.10% | 29,406 | 231 | 0.8% | $3,480 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $44.30万 | 0.10% | 4,994 | 4,994 | — | $44.30万 | 新建仓 |
| GOOG | ALPHABET INC | $45.90万 | 0.11% | 1,600 | -8,000 | -83.3% | -$229.50万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $48.10万 | 0.11% | 28,330 | -4,370 | -13.4% | -$7.42万 | 减仓 |
| CHE | CHEMED CORP NEW | $48.10万 | 0.11% | 1,273 | 1,273 | — | $48.10万 | 新建仓 |
| PFF | ISHARES TR | $51.20万 | 0.12% | 16,895 | 16,895 | — | $51.20万 | 新建仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $51.90万 | 0.12% | 19,249 | 19,249 | — | $51.90万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $52.90万 | 0.12% | 3,209 | -626 | -16.3% | -$10.32万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $59.00万 | 0.14% | 32,768 | -5,747 | -14.9% | -$10.35万 | 减仓 |
| ETSY | ETSY INC | $59.20万 | 0.14% | 11,849 | 89 | 0.8% | $4,447 | 加仓 |
| MMI | MARCUS & MILLICHAP INC | $63.50万 | 0.15% | 23,670 | -7,460 | -24.0% | -$20.01万 | 减仓 |
| ZD | ZIFF DAVIS INC | $66.30万 | 0.16% | 15,790 | -2,645 | -14.3% | -$11.11万 | 减仓 |
| OMCL | OMNICELL COM | $67.60万 | 0.16% | 20,260 | 10,890 | 116.2% | $36.34万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $74.80万 | 0.18% | 12,832 | -2,993 | -18.9% | -$17.45万 | 减仓 |
| CXT | CRANE NXT CO | $74.90万 | 0.18% | 18,455 | 3,245 | 21.3% | $13.17万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $77.60万 | 0.18% | 5,455 | 5,455 | — | $77.60万 | 新建仓 |
| PFS | PROVIDENT FINL SVCS INC | $80.70万 | 0.19% | 38,149 | 294 | 0.8% | $6,219 | 加仓 |
| MOAT | VANECK ETF TRUST | $82.90万 | 0.19% | 8,575 | 8,575 | — | $82.90万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $83.80万 | 0.20% | 14,864 | -1,295 | -8.0% | -$7.30万 | 减仓 |
| KWR | QUAKER HOUGHTON | $87.80万 | 0.21% | 7,064 | -611 | -8.0% | -$7.59万 | 减仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $93.10万 | 0.22% | 46,184 | 364 | 0.8% | $7,338 | 加仓 |
| GNRC | GENERAC HLDGS INC | $94.50万 | 0.22% | 4,837 | -518 | -9.7% | -$10.12万 | 减仓 |
| AWR | AMER STATES WTR CO | $98.00万 | 0.23% | 12,958 | 1,955 | 17.8% | $14.79万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $98.90万 | 0.23% | 8,272 | 3,745 | 82.7% | $44.78万 | 加仓 |
| WHD | CACTUS INC | $100.30万 | 0.24% | 21,168 | 173 | 0.8% | $8,197 | 加仓 |
| JLL | JONES LANG LASALLE INC | $100.70万 | 0.24% | 3,310 | 1,065 | 47.4% | $32.40万 | 加仓 |
| MORN | MORNINGSTAR INC | $103.10万 | 0.24% | 6,097 | 6,097 | — | $103.10万 | 新建仓 |
| AMRZ | AMRIZE LTD | $105.80万 | 0.25% | 18,883 | -130 | -0.7% | -$7,284 | 减仓 |
| LAZ | LAZARD INC | $107.30万 | 0.25% | 25,261 | 191 | 0.8% | $8,113 | 加仓 |
| GNTX | GENTEX CORP | $109.10万 | 0.26% | 49,926 | -103,287 | -67.4% | -$225.71万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $111.30万 | 0.26% | 52,550 | 395 | 0.8% | $8,366 | 加仓 |
| AAPL | APPLE INC | $114.50万 | 0.27% | 4,511 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $115.60万 | 0.27% | 22,000 | -675 | -3.0% | -$3.55万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $120.30万 | 0.28% | 8,656 | 66 | 0.8% | $9,173 | 加仓 |
| CSX | CSX CORP | $121.10万 | 0.28% | 29,500 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $121.30万 | 0.28% | 2,505 | 20 | 0.8% | $9,685 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $122.20万 | 0.29% | 39,785 | -4,755 | -10.7% | -$14.61万 | 减仓 |
| GMED | GLOBUS MED INC | $122.70万 | 0.29% | 14,244 | 2,349 | 19.7% | $20.23万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $124.20万 | 0.29% | 5,669 | 4 | 0.1% | $876 | 加仓 |
| MSA | MSA SAFETY INC | $126.00万 | 0.30% | 7,688 | 2,378 | 44.8% | $38.97万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $126.20万 | 0.30% | 19,852 | 117 | 0.6% | $7,438 | 加仓 |
| UMH | UMH PPTYS INC | $127.40万 | 0.30% | 88,317 | 697 | 0.8% | $1.01万 | 加仓 |
| THG | HANOVER INS GROUP INC | $138.40万 | 0.32% | 7,983 | 63 | 0.8% | $1.09万 | 加仓 |
| ESAB | ESAB CORPORATION | $138.90万 | 0.33% | 14,368 | 1,503 | 11.7% | $14.53万 | 加仓 |
| IVV | ISHARES TR | $139.80万 | 0.33% | 2,140 | 0 | 0.0% | — | 不变 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $140.00万 | 0.33% | 12,200 | -1,200 | -9.0% | -$13.77万 | 减仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $142.80万 | 0.33% | 45,226 | 2,216 | 5.2% | $7.00万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $142.80万 | 0.33% | 16,579 | 16,579 | — | $142.80万 | 新建仓 |