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HCM

Hutner Capital Management Portfolio holdings

AUM $243M
1-Year Est. Return 10.01%
This Fund
S&P 500
This Quarter Est. Return
+10.69%
1 Year Est. Return
+10.01%
3 Year Est. Return
+53.69%
5 Year Est. Return
+83.99%
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$27.3M
Cap. Flow
+$7.6M
Cap. Flow %
3.24%
Top 10 Hldgs %
61.42%
Holding
48
New
3
Increased
20
Reduced
21
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.64M
2
FNV icon
Franco-Nevada
FNV
+$1.12M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.01M
4
PGR icon
Progressive
PGR
+$912K
5
V icon
Visa
V
+$895K

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$729K
2
COST icon
Costco
COST
+$651K
3
AMT icon
American Tower
AMT
+$157K
4
QSR icon
Restaurant Brands International
QSR
+$154K
5
WMT icon
Walmart Inc
WMT
+$127K

Sector Composition

Rank Sector Weight
1 Financials 31.06%
2 Consumer Staples 30.38%
3 Healthcare 10.08%
4 Consumer Discretionary 7.95%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
26
Chubb
CB
$136B
$2.4M 1.02%
7,943
+1,487
+23% +$413K
OKE icon
27
Oneok
OKE
$55.3B
$2.02M 0.86%
20,369
-220
-1% -$21.8K
DEO icon
28
Diageo
DEO
$51.7B
$1.86M 0.79%
17,716
-252
-1% -$28.5K
NSC icon
29
Norfolk Southern
NSC
$76.7B
$1.77M 0.75%
7,464
-45
-0.6% -$11K
QSR icon
30
Restaurant Brands International
QSR
$25.3B
$1.44M 0.62%
21,660
-2,388
-10% -$154K
HSY icon
31
Hershey
HSY
$36.3B
$1.39M 0.59%
8,130
-161
-2% -$26.4K
WFC icon
32
Wells Fargo
WFC
$265B
$1.09M 0.46%
15,117
– –
PGR icon
33
Progressive
PGR
$124B
$987K 0.42%
+3,487
New +$912K
V icon
34
Visa
V
$685B
$927K 0.4%
+2,644
New +$895K
EXPD icon
35
Expeditors International
EXPD
$23.1B
$879K 0.37%
7,306
– –
SHW icon
36
Sherwin-Williams
SHW
$88.8B
$847K 0.36%
2,426
+13
+0.5% +$4.56K
YUM icon
37
Yum! Brands
YUM
$41.3B
$804K 0.34%
5,109
+61
+1% +$8.79K
NVS icon
38
Novartis
NVS
$293B
$643K 0.27%
5,764
-130
-2% -$13.8K
WEC icon
39
WEC Energy
WEC
$35.3B
$591K 0.25%
5,427
– –
UPS icon
40
United Parcel Service
UPS
$88.4B
$501K 0.21%
4,552
-699
-13% -$83.6K
MCO icon
41
Moody's
MCO
$82.1B
$440K 0.19%
945
-14
-1% -$6.75K
KHC icon
42
Kraft Heinz
KHC
$29.7B
$421K 0.18%
13,824
-1,667
-11% -$49.9K
CVX icon
43
Chevron
CVX
$370B
$416K 0.18%
2,488
-131
-5% -$20.5K
ZTS icon
44
Zoetis
ZTS
$32.4B
$348K 0.15%
+2,115
New +$352K
AMT icon
45
American Tower
AMT
$79.8B
$337K 0.14%
1,546
-801
-34% -$157K
MDLZ icon
46
Mondelez International
MDLZ
$80.2B
$247K 0.11%
3,647
-43
-1% -$2.65K
VZ icon
47
Verizon
VZ
$194B
$244K 0.1%
5,370
-363
-6% -$15.1K
UNH icon
48
UnitedHealth
UNH
$367B
$210K 0.09%
400
– –
1
2

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SC
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HBS
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IFO
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GIM
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VG
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W
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Hutner Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Hutner Capital Management held 48 positions worth $234M, up 13% from $207M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Hutner Capital Management deployed $7.6M of net new capital in Q1 2025, opening 3 new positions and adding to 20 existing holdings. Its largest new stake was Progressive: 3,487 shares worth $987K.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 29% a quarter earlier, followed by Consumer Staples and Healthcare.

On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $729K trimmed.

  • Hutner Capital Management's largest Q1 2025 buy was Progressive: 3,487 shares worth $987K.
  • Hutner Capital Management added most to Berkshire Hathaway Class B in Q1 2025, an estimated $1.64M increase.
  • Hutner Capital Management's biggest Q1 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $729K.
  • Hutner Capital Management's ten largest holdings make up 61% of its $234M portfolio in Q1 2025.
  • Hutner Capital Management opened 3 new positions and closed 0 in Q1 2025.
  • Hutner Capital Management's portfolio value rose 13% quarter-over-quarter to $234M.

Based on Hutner Capital Management's 13F filing for Q1 2025, filed 13 May 2025.