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CIK: 0000944733
Total reported value
$252.1M
$252.1M
45 檔
33.1%
As reported in its official Q3 2024 Form 13F filing, Hutner Capital Management Inc's tracked investment portfolio stood at $252.1M with 45 total positions.
In Q3 2024, Hutner Capital Management Inc adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 0 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 17.89% | +0.08% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.27% | -0.46% | -0.25% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.19% | -0.51% | -0.24% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.58% | +0.16% | -1.05% | |
| 5 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.58% | -0.70% | -0.04% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 4.22% | +0.25% | -0.38% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.14% | -0.08% | -2.22% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.97% | -0.58% | +0.33% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.78% | +0.42% | -0.16% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.52% | +0.01% | -0.11% | |
| 11 | AXP | American Express Co | Stock-Financials | 3.06% | +0.24% | -0.44% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.64% | -0.37% | -0.58% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 2.52% | +0.16% | -0.33% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 2.38% | -0.28% | -0.12% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.32% | +1.05% | +5.61% | |
| 16 | ENB | Enbridge Inc | Stock-Energy | 2.22% | -0.09% | -0.36% | |
| 17 | FNV | Franco-nevada CORP | Stock-Materials | 2.16% | -0.79% | +0.60% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.26% | -0.20% | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.79% | +0.34% | — | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.62% | +0.16% | -0.31% | |
| 21 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.61% | +0.08% | -0.58% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 1.46% | +0.32% | -0.16% | |
| 23 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.34% | — | -13.91% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.31% | -0.11% | -0.49% | |
| 25 | O | Realty Income CORP | Stock-Real Estate | 1.14% | — | -0.43% | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.06% | -0.04% | +1.43% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 0.93% | -0.02% | +1.37% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.93% | +0.05% | — | |
| 29 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.86% | +0.13% | -0.97% | |
| 30 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.79% | -0.14% | -3.01% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.60% | -0.09% | EXIT | |
| 32 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.51% | +0.04% | -0.91% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.46% | +0.02% | +0.17% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.43% | — | — | |
| 35 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.36% | — | -1.01% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.36% | — | -0.27% | |
| 37 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.35% | +0.02% | +0.60% | |
| 38 | ✓ | Stock-Other | 0.29% | — | — | ||
| 39 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.28% | — | -3.60% | |
| 40 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.26% | — | — | |
| 41 | MCO | Moody's CORP | Stock-Financials | 0.23% | — | — | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.15% | — | +33.65% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.14% | — | -3.09% | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.14% | — | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | — | -2.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.4% | — | Unchanged |
| 2 | MCD | Mcdonald's CORP | +0.4% | -0.04% | Trim |
| 3 | PM | Philip Morris International | +0.3% | -0.38% | Trim |
| 4 | CB | Chubb Limited | +0.3% | NEW | New buy |
| 5 | WMT | Walmart Inc | +0.2% | -0.58% | Trim |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.25% | Trim |
| 7 | AXP | American Express Co | +0.2% | -0.44% | Trim |
| 8 | ABBV | Abbvie Inc | +0.2% | -0.16% | Trim |
| 9 | O | Realty Income CORP | +0.1% | -0.43% | Trim |
| 10 | KO | Coca-cola Co/the | +0.1% | -1.05% | Trim |
| 11 | ENB | Enbridge Inc | +0.1% | -0.36% | Trim |
| 12 | SHW | Sherwin-williams Co/the | +0.1% | +0.17% | Add |
| 13 | NSC | Norfolk Southern CORP | +0.1% | — | Unchanged |
| 14 | AMT | American Tower CORP | 0% | -0.40% | Trim |
| 15 | NVS | Novartis Ag-sponsored Adr | 0% | +33.65% | Add |
| 16 | MO | Altria Group Inc | 0% | -0.33% | Trim |
| 17 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 18 | JNJ | Johnson & Johnson | 0% | -0.11% | Trim |
| 19 | OKE | Oneok Inc | 0% | +1.37% | Add |
| 20 | ORLY | O'reilly Automotive Inc | 0% | +1.43% | Add |
| 21 | MCO | Moody's CORP | 0% | — | Unchanged |
| 22 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 23 | AAPL | Apple Inc | — | -0.20% | Trim |
| 24 | UNH | Unitedhealth Group Inc | — | -2.91% | Trim |
| 25 | ABT | Abbott Laboratories | 0% | -0.12% | Trim |
| 26 | YUM | Yum! Brands Inc | 0% | +0.60% | Add |
| 27 | KHC | Kraft Heinz Co/the | 0% | -3.60% | Trim |
| 28 | VZ | Verizon Communications Inc | 0% | -3.09% | Trim |
| 29 | UNP | Union Pacific CORP | 0% | -0.31% | Trim |
| 30 | EXPD | Expeditors Intl Wash Inc | 0% | -0.91% | Trim |
| 31 | UPS | United Parcel Service-cl B | 0% | -1.01% | Trim |
| 32 | CVX | Chevron CORP | -0.1% | -0.27% | Trim |
| 33 | WFC | Wells Fargo & Co | -0.1% | — | Unchanged |
| 34 | QSR | Restaurant Brands Intern | -0.1% | -0.97% | Trim |
| 35 | HSY | Hershey Co/the | -0.1% | -3.01% | Trim |
| 36 | FNV | Franco-nevada CORP | -0.1% | +0.60% | Add |
| 37 | ADI | Analog Devices Inc | -0.1% | -0.16% | Trim |
| 38 | EPD | Enterprise Products Partners | -0.1% | -0.49% | Trim |
| 39 | GPC | Genuine Parts Co | -0.2% | -0.58% | Trim |
| 40 | VRSK | Verisk Analytics Inc | -0.2% | — | Unchanged |
| 41 | DEO | Diageo Plc-sponsored Adr | -0.2% | -13.91% | Trim |
| 42 | PEP | Pepsico Inc | -0.3% | +0.33% | Add |
| 43 | PG | Procter & Gamble Co/the | -0.3% | -2.22% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | +5.61% | Add |
| 45 | COST | Costco Wholesale CORP | -0.4% | -0.24% | Trim |
According to official SEC Form 13F filings, Hutner Capital Management Inc reported a total U.S. public equity portfolio value of $252.1M across 45 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, BRK-B, COST) accounted for 33.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
CB
市值: $586.9K
Top Position Liquidated / Trimmed
COST
前期市值: $13.9M
During Q3 2024, Hutner Capital Management Inc's top holdings by market value included BRK-A (17.9%)、BRK-B (7.3%)、COST (7.2%). The largest single position, BRK-A, represented 17.9% of total portfolio value.
In Q3 2024, Hutner Capital Management Inc made 38 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 29 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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