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CIK: 0000944733
Total reported value
$252.1M
$252.1M
45 檔
33.6%
The Q4 2024 SEC filing reveals that Hutner Capital Management Inc held a total portfolio value of $252.1M, covering 45 public equity positions.
During Q4 2024, Hutner Capital Management Inc performed routine portfolio adjustments (0 new buys, 18 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 17.10% | +0.08% | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.57% | -0.46% | +8.98% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.16% | -0.51% | -0.63% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 4.57% | -0.70% | +8.09% | |
| 5 | PM | Philip Morris International | Stock-Consumer Staples | 4.46% | +0.25% | +10.05% | |
| 6 | KO | Coca-cola Co/the | Stock-Consumer Staples | 4.44% | +0.16% | +15.43% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 4.31% | -0.08% | +10.72% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.95% | -0.58% | +14.63% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 3.64% | +0.42% | +10.13% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.32% | +1.05% | +29.62% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.23% | +0.01% | +6.19% | |
| 12 | AXP | American Express Co | Stock-Financials | 3.20% | +0.24% | -1.43% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 2.82% | -0.37% | -1.48% | |
| 14 | MO | Altria Group Inc | Stock-Consumer Staples | 2.60% | +0.16% | +3.53% | |
| 15 | ENB | Enbridge Inc | Stock-Energy | 2.53% | -0.09% | +12.03% | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 2.29% | -0.28% | -0.23% | |
| 17 | FNV | Franco-nevada CORP | Stock-Materials | 2.26% | -0.79% | +14.24% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.12% | +0.26% | -1.56% | |
| 19 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.76% | +0.34% | -1.21% | |
| 20 | EPD | Enterprise Products Partners | Stock-Energy | 1.55% | -0.11% | +13.92% | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.45% | +0.16% | -0.21% | |
| 22 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.30% | +0.08% | -0.19% | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 1.30% | +0.32% | -0.08% | |
| 24 | O | Realty Income CORP | Stock-Real Estate | 1.12% | — | +20.58% | |
| 25 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.10% | — | -6.28% | |
| 26 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.06% | -0.04% | -0.16% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 1.00% | -0.02% | — | |
| 28 | ✓ | Stock-Other | 0.86% | — | +217.25% | ||
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.85% | +0.05% | — | |
| 30 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 0.76% | +0.13% | -0.10% | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.68% | -0.14% | -0.41% | |
| 32 | WFC | Wells Fargo & Co | Stock-Financials | 0.51% | — | +0.01% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.40% | +0.02% | -0.37% | |
| 34 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.39% | +0.04% | -5.86% | |
| 35 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.33% | +0.02% | +0.30% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.32% | — | -0.38% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.28% | — | +129.34% | |
| 38 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.25% | — | — | |
| 39 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.23% | — | -2.28% | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.22% | — | -1.03% | |
| 41 | AMT | American Tower CORP | Stock-Real Estate | 0.21% | -0.09% | EXIT | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.18% | — | -46.13% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.11% | — | -8.51% | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.11% | — | — | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.10% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +29.62% | Add |
| 2 | CB | Chubb Limited | +0.6% | — | Add |
| 3 | ENB | Enbridge Inc | +0.3% | +12.03% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +8.98% | Add |
| 5 | PM | Philip Morris International | +0.2% | +10.05% | Add |
| 6 | EPD | Enterprise Products Partners | +0.2% | +13.92% | Add |
| 7 | WMT | Walmart Inc | +0.2% | -1.48% | Trim |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +10.72% | Add |
| 9 | AXP | American Express Co | +0.1% | -1.43% | Trim |
| 10 | NVS | Novartis Ag-sponsored Adr | +0.1% | +129.34% | Add |
| 11 | FNV | Franco-nevada CORP | +0.1% | +14.24% | Add |
| 12 | MO | Altria Group Inc | +0.1% | +3.53% | Add |
| 13 | WFC | Wells Fargo & Co | +0.1% | +0.01% | Add |
| 14 | OKE | Oneok Inc | +0.1% | — | Unchanged |
| 15 | AAPL | Apple Inc | +0.1% | -1.56% | Trim |
| 16 | ORLY | O'reilly Automotive Inc | — | -0.16% | Trim |
| 17 | MCD | Mcdonald's CORP | 0% | +8.09% | Add |
| 18 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 19 | MCO | Moody's CORP | 0% | -1.03% | Trim |
| 20 | PEP | Pepsico Inc | 0% | +14.63% | Add |
| 21 | O | Realty Income CORP | 0% | +20.58% | Add |
| 22 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 23 | YUM | Yum! Brands Inc | 0% | +0.30% | Add |
| 24 | COST | Costco Wholesale CORP | 0% | -0.63% | Trim |
| 25 | VRSK | Verisk Analytics Inc | 0% | -1.21% | Trim |
| 26 | VZ | Verizon Communications Inc | 0% | -8.51% | Trim |
| 27 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 28 | UPS | United Parcel Service-cl B | 0% | -0.38% | Trim |
| 29 | KHC | Kraft Heinz Co/the | -0.1% | -2.28% | Trim |
| 30 | SHW | Sherwin-williams Co/the | -0.1% | -0.37% | Trim |
| 31 | NSC | Norfolk Southern CORP | -0.1% | — | Unchanged |
| 32 | ABT | Abbott Laboratories | -0.1% | -0.23% | Trim |
| 33 | QSR | Restaurant Brands Intern | -0.1% | -0.10% | Trim |
| 34 | HSY | Hershey Co/the | -0.1% | -0.41% | Trim |
| 35 | EXPD | Expeditors Intl Wash Inc | -0.1% | -5.86% | Trim |
| 36 | ABBV | Abbvie Inc | -0.1% | +10.13% | Add |
| 37 | KO | Coca-cola Co/the | -0.1% | +15.43% | Add |
| 38 | ADI | Analog Devices Inc | -0.2% | -0.08% | Trim |
| 39 | UNP | Union Pacific CORP | -0.2% | -0.21% | Trim |
| 40 | CVX | Chevron CORP | -0.2% | -46.13% | Trim |
| 41 | DEO | Diageo Plc-sponsored Adr | -0.2% | -6.28% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.3% | +6.19% | Add |
| 43 | GPC | Genuine Parts Co | -0.3% | -0.19% | Trim |
| 44 | AMT | American Tower CORP | -0.4% | -55.06% | Trim |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | -0.8% | — | Unchanged |
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 Q4 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 33.6% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
COST
前期市值: $14.4M
During Q4 2024, Hutner Capital Management Inc's top holdings by market value included BRK-A (17.1%)、BRK-B (7.6%)、COST (7.2%). The largest single position, BRK-A, represented 17.1% of total portfolio value.
In Q4 2024, Hutner Capital Management Inc made 39 total portfolio adjustments, initiating 0 new buys, adding to 18 positions, trimming 21 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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