HCM
Hutner Capital Management Portfolio holdings
AUM
$236M
1-Year Est. Return
14.65%
1 Year Est. Return
+14.65%
AUM
$236M
AUM Growth
+$16.6M
(+7.5%)
Holding
44
Top Buys
| 1 | +$1.06M | |
| 2 | +$515K | |
| 3 | +$452K | |
| 4 |
Franco-Nevada
FNV
|
+$395K |
| 5 |
Enbridge
ENB
|
+$356K |
Top Sells
| 1 | +$754K | |
| 2 | +$287K | |
| 3 | +$33.3K | |
| 4 |
Restaurant Brands International
QSR
|
+$10.8K |
| 5 |
Walmart
WMT
|
+$6.7K |
Sector Composition
| 1 | Consumer Staples | 29.45% |
| 2 | Financials | 28.24% |
| 3 | Healthcare | 10.55% |
| 4 | Consumer Discretionary | 8.14% |
| 5 | Energy | 5.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.09T
| $30.9M | 13.08% |
41
-1
|
|
||
|
2
Berkshire Hathaway Class B
BRK.B
$1.09T
| $21.2M | 8.97% |
42,201
+900
|
|
||
3
Costco
COST
$406B
| $13.1M | 5.56% |
14,191
-36
|
|
||
4
Philip Morris
PM
$238B
| $12M | 5.08% |
74,067
+451
|
|
||
5
McDonald's
MCD
$216B
| $10.5M | 4.45% |
34,647
+296
|
|
||
|
6
Franco-Nevada
FNV
$39.2B
| $10.4M | 4.41% |
46,767
+1,772
|
|
||
7
Coca-Cola
KO
$306B
| $10.3M | 4.35% |
155,194
+2,191
|
|
||
8
AbbVie
ABBV
$402B
| $9.75M | 4.13% |
42,120
+156
|
|
||
9
Alphabet (Google) Class C
GOOG
$3.86T
| $9.67M | 4.09% |
39,696
+906
|
|
||
10
PepsiCo
PEP
$204B
| $8.77M | 3.71% |
62,473
+7,516
|
|
||
11
Procter & Gamble
PG
$342B
| $8.29M | 3.51% |
53,941
+715
|
|
||
12
Johnson & Johnson
JNJ
$496B
| $8.19M | 3.46% |
44,164
+1,533
|
|
||
|
13
Enbridge
ENB
$105B
| $7.81M | 3.3% |
154,684
+7,056
|
|
||
14
Altria Group
MO
$98.4B
| $7.54M | 3.19% |
114,174
+3,280
|
|
||
15
American Express
AXP
$252B
| $6.86M | 2.9% |
20,660
+1
|
|
||
|
16
Walmart
WMT
$905B
| $6.17M | 2.61% |
59,834
-65
|
|
||
17
Abbott
ABT
$218B
| $5.78M | 2.45% |
43,162
+1,688
|
|
||
18
Apple
AAPL
$4.23T
| $5.63M | 2.38% |
22,117
+2,023
|
|
||
19
Enterprise Products Partners
EPD
$69.8B
| $4.31M | 1.82% |
137,784
+1,295
|
|
||
20
Genuine Parts
GPC
$18B
| $3.45M | 1.46% |
24,899
+2,277
|
|
||
21
O'Reilly Automotive
ORLY
$83.8B
| $3.08M | 1.3% |
28,588
-19
|
|
||
22
Chubb
CB
$116B
| $2.96M | 1.25% |
10,471
+655
|
|
||
23
Realty Income
O
$53.1B
| $2.93M | 1.24% |
48,206
+3,066
|
|
||
24
Union Pacific
UNP
$139B
| $2.91M | 1.23% |
12,326
+378
|
|
||
25
Verisk Analytics
VRSK
$31.5B
| $2.82M | 1.19% |
11,200
|
|