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 |
|---|---|---|---|---|---|---|---|---|
| CHE | CHEMED CORP NEW | $48.10万 | 0.11% | 1,273 | 1,273 | — | $48.10万 | 新建仓 |
| GOOG | ALPHABET INC | $45.90万 | 0.11% | 1,600 | -8,000 | -83.3% | -$229.50万 | 减仓 |
| 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 |
| HAL | HALLIBURTON CO | $42.10万 | 0.10% | 10,789 | 10,789 | — | $42.10万 | 新建仓 |
| KR | KROGER CO | $41.80万 | 0.10% | 5,775 | -350 | -5.7% | -$2.53万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $40.50万 | 0.09% | 7,153 | -8,517 | -54.4% | -$48.22万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.30万 | 0.09% | 10,819 | 10,819 | — | $38.30万 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $37.10万 | 0.09% | 20,069 | 144 | 0.7% | $2,662 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $36.10万 | 0.08% | 6,008 | 6,008 | — | $36.10万 | 新建仓 |
| SGOV | ISHARES TR | $35.20万 | 0.08% | 3,501 | 3,501 | — | $35.20万 | 新建仓 |
| CNM | CORE & MAIN INC | $33.80万 | 0.08% | 6,839 | 54 | 0.8% | $2,669 | 加仓 |
| ROL | ROLLINS INC | $33.50万 | 0.08% | 6,268 | 6,268 | — | $33.50万 | 新建仓 |
| FFBC | 1ST FINL BANCORP | $33.30万 | 0.08% | 11,954 | 94 | 0.8% | $2,619 | 加仓 |
| SLV | ISHARES SILVER TR | $32.50万 | 0.08% | 4,763 | -6,400 | -57.3% | -$43.67万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $30.70万 | 0.07% | 3,982 | 3,982 | — | $30.70万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.40万 | 0.07% | 1,413 | 1,413 | — | $30.40万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $30.30万 | 0.07% | 1,893 | 1,893 | — | $30.30万 | 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 |
| EGP | EASTGROUP PPTYS INC | $28.40万 | 0.07% | 1,520 | 1,520 | — | $28.40万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.60万 | 0.06% | 8,985 | 8,985 | — | $27.60万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $26.20万 | 0.06% | 1,657 | 1,657 | — | $26.20万 | 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 |
| MTH | MERITAGE HOMES CORP | $25.60万 | 0.06% | 4,147 | 4,147 | — | $25.60万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $25.40万 | 0.06% | 1,174 | 1,174 | — | $25.40万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $24.90万 | 0.06% | 992 | 992 | — | $24.90万 | 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 |
| VRSN | VERISIGN INC | $24.20万 | 0.06% | 975 | 975 | — | $24.20万 | 新建仓 |
| MRCY | MERCURY SYS INC | $23.30万 | 0.05% | 3,190 | -2,815 | -46.9% | -$20.56万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $23.20万 | 0.05% | 5,493 | 5,493 | — | $23.20万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $22.40万 | 0.05% | 514 | 514 | — | $22.40万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $22.30万 | 0.05% | 2,855 | 2,855 | — | $22.30万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.50万 | 0.05% | 500 | -200 | -28.6% | -$8.60万 | 重新持有 |
| 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 |
| JFR | NUVEEN FLOATING RATE INCOME | $10.00万 | 0.02% | 13,184 | 13,184 | — | $10.00万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $8.10万 | 0.02% | 20,965 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET GBL HIGH INC F | $6.90万 | 0.02% | 11,744 | 11,744 | — | $6.90万 | 新建仓 |
| — | ATAIBECKLEY INC | $4.40万 | 0.01% | 12,341 | 12,341 | — | $4.40万 | 新建仓 |
| — | 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 |