Hunter Perkins Capital Management, LLC
LOMBARD IL · SEC CIK 0001808919
$4.46亿2026Q2 申报市值
149持仓数
39.5%前十大占比 · 第一大 6.0%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MSA 加仓+$411.89万
XYL 新建仓+$346.80万
EQT 新建仓+$280.80万
MSFT 加仓+$261.99万
AMRZ 加仓+$180.35万
2026Q2 卖出最多 按季末市值估算
CASY 减仓-$1,294.92万
ENSG 减仓-$339.84万
MRK 减仓-$339.25万
SPY 清仓-$208.10万
FDS 减仓-$167.51万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,675.60万 | 6.00% | 53,470 | 2,687 | 5.3% | $134.46万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $2,528.30万 | 5.67% | 90,297 | -358 | -0.4% | -$10.02万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $2,513.50万 | 5.64% | 389,989 | -2,484 | -0.6% | -$16.01万 | 减仓 |
| GOOGL | ALPHABET INC | $2,086.40万 | 4.68% | 58,382 | -1,805 | -3.0% | -$64.51万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,646.90万 | 3.70% | 41,467 | -1,966 | -4.5% | -$78.08万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $1,510.70万 | 3.39% | 19,008 | -16,293 | -46.2% | -$1,294.92万 | 减仓 |
| EOG | EOG RES INC | $1,255.60万 | 2.82% | 96,783 | 72 | 0.1% | $9,341 | 加仓 |
| CB | CHUBB LIMITED | $1,233.70万 | 2.77% | 36,097 | -200 | -0.6% | -$6.84万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,109.90万 | 2.49% | 23,194 | 512 | 2.3% | $24.50万 | 加仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $1,050.70万 | 2.36% | 122,189 | -670 | -0.5% | -$5.76万 | 减仓 |
| BKH | BLACK HILLS CORP | $1,043.20万 | 2.34% | 140,213 | -500 | -0.4% | -$3.72万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $982.30万 | 2.20% | 133,400 | -1,485 | -1.1% | -$10.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $865.20万 | 1.94% | 24,423 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $838.40万 | 1.88% | 64,818 | -26,228 | -28.8% | -$339.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $792.00万 | 1.78% | 31,183 | -125 | -0.4% | -$3.17万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $736.80万 | 1.65% | 43,687 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $727.90万 | 1.63% | 227,116 | 267 | 0.1% | $8,557 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $695.60万 | 1.56% | 21,252 | 1,967 | 10.2% | $64.38万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $645.70万 | 1.45% | 10,356 | -631 | -5.7% | -$39.34万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $626.20万 | 1.41% | 16,191 | -110 | -0.7% | -$4.25万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $622.20万 | 1.40% | 53,284 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $587.10万 | 1.32% | 117,851 | -31,115 | -20.9% | -$155.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $578.70万 | 1.30% | 15,515 | 7,024 | 82.7% | $261.99万 | 加仓 |
| MSA | MSA SAFETY INC | $546.10万 | 1.23% | 31,283 | 23,595 | 306.9% | $411.89万 | 加仓 |
| FCCO | FIRST CMNTY CORP S C | $498.70万 | 1.12% | 152,607 | -452 | -0.3% | -$1.48万 | 减仓 |
| MIDD | MIDDLEBY CORP | $496.40万 | 1.11% | 28,859 | -453 | -1.5% | -$7.79万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $495.10万 | 1.11% | 28,165 | -1,284 | -4.4% | -$22.57万 | 减仓 |
| AOS | SMITH A O CORP | $479.80万 | 1.08% | 76,501 | -542 | -0.7% | -$3.40万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $471.50万 | 1.06% | 35,414 | -5,741 | -13.9% | -$76.44万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $457.70万 | 1.03% | 52,153 | -225 | -0.4% | -$1.97万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $441.60万 | 0.99% | 47,856 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $436.20万 | 0.98% | 13,815 | 5,627 | 68.7% | $177.67万 | 加仓 |
| ZTS | ZOETIS INC | $422.40万 | 0.95% | 58,787 | 18,097 | 44.5% | $130.03万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $362.80万 | 0.81% | 36,318 | -314 | -0.9% | -$3.14万 | 减仓 |
| XYL | XYLEM INC | $346.80万 | 0.78% | 29,334 | 29,334 | — | $346.80万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $344.40万 | 0.77% | 39,665 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $322.90万 | 0.72% | 24,571 | -165 | -0.7% | -$2.17万 | 减仓 |
| FISV | FISERV INC | $300.60万 | 0.67% | 61,278 | 12,487 | 25.6% | $61.26万 | 加仓 |
| AMRZ | AMRIZE LTD | $281.00万 | 0.63% | 52,717 | 33,834 | 179.2% | $180.35万 | 加仓 |
| EQT | EQT CORP | $280.80万 | 0.63% | 52,813 | 52,813 | — | $280.80万 | 新建仓 |
| WAT | WATERS CORP | $272.90万 | 0.61% | 7,277 | -30 | -0.4% | -$1.13万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $260.00万 | 0.58% | 22,906 | 2,914 | 14.6% | $33.08万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $258.80万 | 0.58% | 15,648 | -58 | -0.4% | -$9,593 | 减仓 |
| PLD | PROLOGIS INC. | $258.80万 | 0.58% | 19,104 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $252.90万 | 0.57% | 5,040 | 11 | 0.2% | $5,520 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $250.20万 | 0.56% | 20,110 | -428 | -2.1% | -$5.32万 | 减仓 |
| ADBE | ADOBE INC | $239.40万 | 0.54% | 11,675 | -33 | -0.3% | -$6,767 | 减仓 |
| COHR | COHERENT CORP | $238.50万 | 0.54% | 6,047 | -4,022 | -39.9% | -$158.63万 | 减仓 |
| CNS | COHEN & STEERS INC | $227.60万 | 0.51% | 29,891 | -150 | -0.5% | -$1.14万 | 减仓 |
| LFUS | LITTELFUSE INC | $224.70万 | 0.50% | 4,935 | -461 | -8.5% | -$20.99万 | 减仓 |
| ESAB | ESAB CORPORATION | $213.30万 | 0.48% | 21,629 | 7,261 | 50.5% | $71.61万 | 加仓 |
| SSD | SIMPSON MFG INC | $193.60万 | 0.43% | 9,248 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $185.70万 | 0.42% | 11,822 | 341 | 3.0% | $5.36万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $175.60万 | 0.39% | 6,738 | -3,522 | -34.3% | -$91.79万 | 减仓 |
| THG | HANOVER INS GROUP INC | $170.90万 | 0.38% | 7,983 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $166.40万 | 0.37% | 16,491 | -88 | -0.5% | -$8,880 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $163.90万 | 0.37% | 40,752 | 1,000 | 2.5% | $4.02万 | 加仓 |
| IVV | ISHARES TR | $160.30万 | 0.36% | 2,140 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $154.90万 | 0.35% | 14,363 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL | $153.90万 | 0.35% | 2,505 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $150.40万 | 0.34% | 39,525 | -260 | -0.7% | -$9,893 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $148.30万 | 0.33% | 19,852 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $141.60万 | 0.32% | 4,837 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $141.10万 | 0.32% | 52,550 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $140.20万 | 0.31% | 29,500 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $139.10万 | 0.31% | 8,656 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS | $138.80万 | 0.31% | 18,512 | 3,648 | 24.5% | $27.35万 | 加仓 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $138.00万 | 0.31% | 12,200 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $134.00万 | 0.30% | 22,000 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $133.70万 | 0.30% | 88,317 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $127.90万 | 0.29% | 9,544 | -3,496 | -26.8% | -$46.85万 | 减仓 |
| MTDR | MATADOR RES CO | $126.20万 | 0.28% | 25,347 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $125.00万 | 0.28% | 49,462 | -464 | -0.9% | -$1.17万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $120.80万 | 0.27% | 5,669 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $117.40万 | 0.26% | 2,521 | 1,248 | 98.0% | $58.12万 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $115.70万 | 0.26% | 45,226 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $114.40万 | 0.26% | 21,275 | -11,493 | -35.1% | -$61.80万 | 减仓 |
| KWR | QUAKER HOUGHTON | $112.90万 | 0.25% | 7,104 | 40 | 0.6% | $6,357 | 加仓 |
| GMED | GLOBUS MED INC | $112.50万 | 0.25% | 14,244 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $109.00万 | 0.24% | 6,500 | 6,500 | — | $109.00万 | 新建仓 |
| WHD | CACTUS INC | $108.40万 | 0.24% | 21,168 | 0 | 0.0% | — | 不变 |
| AWR | AMER STATES WTR CO | $107.10万 | 0.24% | 12,958 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $104.90万 | 0.24% | 8,272 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $104.60万 | 0.23% | 6,705 | 608 | 10.0% | $9.48万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $101.80万 | 0.23% | 3,283 | -27 | -0.8% | -$8,372 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $99.60万 | 0.22% | 18,935 | 12,927 | 215.2% | $68.00万 | 加仓 |
| OMCL | OMNICELL COM | $96.80万 | 0.22% | 23,314 | 3,054 | 15.1% | $12.68万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $96.20万 | 0.22% | 4,182 | -7,282 | -63.5% | -$167.51万 | 减仓 |
| MOAT | VANECK ETF TRUST | $95.50万 | 0.21% | 9,190 | 615 | 7.2% | $6.39万 | 加仓 |
| CXT | CRANE NXT CO | $94.40万 | 0.21% | 18,455 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $91.50万 | 0.21% | 8,002 | 2,547 | 46.7% | $29.12万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $90.20万 | 0.20% | 38,149 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP | $83.50万 | 0.19% | 9,953 | 5,806 | 140.0% | $48.71万 | 加仓 |
| OSBC | OLD SECOND BANCORP INC DEL | $81.40万 | 0.18% | 34,889 | -11,295 | -24.5% | -$26.35万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $80.30万 | 0.18% | 27,809 | 27,809 | — | $80.30万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $79.30万 | 0.18% | 12,832 | 0 | 0.0% | — | 不变 |
| MMI | MARCUS & MILLICHAP INC | $73.80万 | 0.17% | 23,670 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $72.70万 | 0.16% | 2,511 | -2,000 | -44.3% | -$57.91万 | 减仓 |
| DORM | DORMAN PRODS INC | $67.50万 | 0.15% | 4,944 | 4,944 | — | $67.50万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $65.70万 | 0.15% | 4,097 | -21,192 | -83.8% | -$339.84万 | 减仓 |