Hunter Perkins Capital Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
GRAPHIC PACKAGING HOLDING CO	—	$2.3K	151,592	0.5%
FLOWERS FOODS INC	—	$2.1K	192,430	0.5%
Diamondback Energy, Inc.	—	$1.9K	12,608	0.4%
TOWER SEMICONDUCTOR LTD	—	$1.9K	15,780	0.4%
Cohen & Steers, Inc.	—	$1.6K	25,579	0.4%
Axis Capital Holdings Ltd	—	$1.6K	14,757	0.4%
Simpson Manufacturing Co., Inc.	—	$1.5K	9,198	0.3%
LEAR CORP	—	$1.5K	12,962	0.3%
CAVCO INDUSTRIES, INC.	—	$1.5K	2,485	0.3%
ISHARES TR	—	$1.5K	2,140	0.3%
Central North Airport GroupOMAB	ADR	$1.5K	13,400	0.3%
HANOVER INSURANCE GROUP, INC.	—	$1.4K	7,920	0.3%
Match Group, Inc.	—	$1.4K	44,540	0.3%
ESAB Corp	—	$1.4K	12,865	0.3%
UMH PROPERTIES, INC.	—	$1.4K	87,620	0.3%
LITTELFUSE INC /DE	—	$1.4K	5,355	0.3%
Haemonetics Corporation	—	$1.3K	16,159	0.3%
HANCOCK WHITNEY CORP	—	$1.3K	19,735	0.3%
Apple Inc.	—	$1.2K	4,511	0.3%
Pinnacle Financial Partners, Inc.	—	$1.2K	12,850	0.3%
US BANCORP \DE	—	$1.2K	22,675	0.3%
Lazard Inc	—	$1.2K	25,070	0.3%
Wintrust Financial Corp	—	$1.2K	8,590	0.3%
REPUBLIC SERVICES, INC.	—	$1.2K	5,665	0.3%
Reynolds Consumer Products Inc.REYN	Common Stock	$1.2K	52,155	0.3%
ELME COMMUNITIES	—	$1.2K	66,800	0.3%
CSX CORP	—	$1.1K	29,500	0.2%
Matador Resources Co	—	$1.1K	25,147	0.2%
QUAKER CHEMICAL CORP	—	$1.1K	7,675	0.2%
Globus Medical Inc	—	$1.0K	11,895	0.2%
Amrize Ltd	—	$1.0K	19,013	0.2%
SPDR S&P 500 ETF TR	—	$1.0K	1,500	0.2%
Cactus, Inc.	—	$959	20,995	0.2%
Magnolia Oil & Gas Corp	—	$941	43,010	0.2%
MICROSOFT CORP	—	$936	1,935	0.2%
FIRST INDUSTRIAL REALTY TRUST INC	—	$913	15,825	0.2%
OLD SECOND BANCORP INC	—	$893	45,820	0.2%
MSA Safety Inc	—	$850	5,310	0.2%
Marcus & Millichap, Inc.	—	$850	31,130	0.2%
American States Water Co	—	$797	11,003	0.2%
Academy Sports & Outdoors, Inc.	—	$785	15,670	0.2%
Jones Lang LaSalle Inc	—	$755	2,245	0.2%
Provident Financial Services Inc	—	$748	37,855	0.2%
TRINET GROUP, INC.	—	$745	12,595	0.2%
ARMSTRONG WORLD INDUSTRIES INC	—	$733	3,835	0.2%
GENERAC HOLDINGS INC.	—	$730	5,355	0.2%
ISHARES SILVER TR	—	$719	11,163	0.2%
Crane NXT, Co.	—	$716	15,210	0.2%
Etsy Inc	—	$652	11,760	0.2%
Ziff Davis Inc	—	$648	18,435	0.1%