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CIK: 0000944733
Total reported value
$252.1M
$252.1M
44 檔
29.7%
At the close of Q2 2024, Hutner Capital Management Inc disclosed equity holdings valued at approximately $252.1M, spread across 44 reported holdings.
During Q2 2024, Hutner Capital Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 17.46% | +0.08% | — | |
| 2 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.61% | -0.51% | +0.01% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.10% | -0.46% | -3.97% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.51% | +0.16% | -2.52% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.44% | -0.08% | -2.43% | |
| 6 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.23% | -0.58% | -1.70% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.22% | -0.70% | -0.46% | |
| 8 | PM | Philip Morris International | Stock-Consumer Staples | 3.89% | +0.25% | -2.20% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.63% | +0.42% | -1.28% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.50% | +0.01% | -1.53% | |
| 11 | AXP | American Express Co | Stock-Financials | 2.89% | +0.24% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +1.05% | +9.35% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 2.49% | +0.16% | -2.33% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 2.45% | -0.37% | -1.97% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 2.39% | -0.28% | -2.60% | |
| 16 | FNV | Franco-nevada CORP | Stock-Materials | 2.25% | -0.79% | +0.33% | |
| 17 | ENB | Enbridge Inc | Stock-Energy | 2.15% | -0.09% | -1.23% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.26% | -1.00% | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.98% | +0.34% | — | |
| 20 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.77% | +0.08% | -1.94% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.64% | +0.16% | -1.60% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.59% | +0.32% | -1.56% | |
| 23 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.54% | — | -9.22% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.44% | -0.11% | -0.25% | |
| 25 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.05% | -0.04% | +3.47% | |
| 26 | O | Realty Income CORP | Stock-Real Estate | 1.05% | — | -2.06% | |
| 27 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.94% | +0.13% | -3.20% | |
| 28 | OKE | Oneok Inc | Stock-Energy | 0.91% | -0.02% | +5.04% | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.88% | +0.05% | -1.25% | |
| 30 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.87% | -0.14% | +1.24% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.56% | -0.09% | EXIT | |
| 32 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.54% | +0.04% | -1.01% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | — | -0.07% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.42% | — | +11.43% | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.40% | — | -3.29% | |
| 36 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.40% | +0.02% | +17.21% | |
| 37 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.36% | +0.02% | +0.93% | |
| 38 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.29% | — | -6.53% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.23% | — | — | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.22% | — | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.15% | — | +0.11% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.13% | — | -4.40% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | — | -4.63% | |
| 44 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.11% | — | — |
According to official SEC Form 13F filings, Hutner Capital Management Inc reported a total U.S. public equity portfolio value of $252.1M across 44 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, COST, BRK-B) accounted for 29.7% of total reported equity market value during Q2 2024.
During Q2 2024, Hutner Capital Management Inc's top holdings by market value included BRK-A (17.5%)、COST (7.6%)、BRK-B (7.1%). The largest single position, BRK-A, represented 17.5% of total portfolio value.
In Q2 2024, Hutner Capital Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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