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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
-1.26%
1 Year Est. Return
+10.01%
3 Year Est. Return
+53.69%
5 Year Est. Return
+83.99%
10 Year Est. Return
–
AUM
$220M
AUM Growth
-$14.5M
Cap. Flow
-$9.97M
Cap. Flow %
-4.54%
Top 10 Hldgs %
59.1%
Holding
48
New
–
Increased
17
Reduced
25
Closed
4

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.69M
2
V icon
Visa
V
+$589K
3
CB icon
Chubb
CB
+$539K
4
AAPL icon
Apple
AAPL
+$519K
5
PGR icon
Progressive
PGR
+$512K

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.86M
2
COST icon
Costco
COST
+$1.29M
3
PM icon
Philip Morris
PM
+$836K
4
JNJ icon
Johnson & Johnson
JNJ
+$779K
5
VRSK icon
Verisk Analytics
VRSK
+$612K

Sector Composition

Rank Sector Weight
1 Consumer Staples 31.65%
2 Financials 29.46%
3 Healthcare 9.53%
4 Consumer Discretionary 7.89%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
26
Analog Devices
ADI
$179B
$2.51M 1.14%
10,546
-1,954
-16% -$407K
NSC icon
27
Norfolk Southern
NSC
$75.4B
$1.88M 0.86%
7,344
-120
-2% -$28.3K
DEO icon
28
Diageo
DEO
$49B
$1.69M 0.77%
16,768
-948
-5% -$103K
OKE icon
29
Oneok
OKE
$57.2B
$1.63M 0.74%
19,984
-385
-2% -$32.1K
V icon
30
Visa
V
$684B
$1.54M 0.7%
4,334
+1,690
+64% +$589K
PGR icon
31
Progressive
PGR
$123B
$1.43M 0.65%
5,354
+1,867
+54% +$512K
HSY icon
32
Hershey
HSY
$35.2B
$1.26M 0.57%
7,595
-535
-7% -$88.2K
WFC icon
33
Wells Fargo
WFC
$261B
$1.21M 0.55%
15,118
+1
+0% +$72
QSR icon
34
Restaurant Brands International
QSR
$25.7B
$1.06M 0.48%
15,954
-5,706
-26% -$381K
YUM icon
35
Yum! Brands
YUM
$41.8B
$937K 0.43%
6,324
+1,215
+24% +$177K
SHW icon
36
Sherwin-Williams
SHW
$82.7B
$932K 0.42%
2,715
+289
+12% +$100K
EXPD icon
37
Expeditors International
EXPD
$22B
$746K 0.34%
6,526
-780
-11% -$87.3K
NVS icon
38
Novartis
NVS
$297B
$700K 0.32%
5,787
+23
+0.4% +$2.59K
WEC icon
39
WEC Energy
WEC
$35.7B
$565K 0.26%
5,427
– –
MCO icon
40
Moody's
MCO
$82.8B
$474K 0.22%
945
– –
UPS icon
41
United Parcel Service
UPS
$88.6B
$444K 0.2%
4,403
-149
-3% -$14.7K
AMT icon
42
American Tower
AMT
$80.8B
$340K 0.15%
1,538
-8
-0.5% -$1.73K
ZTS icon
43
Zoetis
ZTS
$32.4B
$308K 0.14%
1,977
-138
-7% -$21.9K
MDLZ icon
44
Mondelez International
MDLZ
$79.5B
$229K 0.1%
3,398
-249
-7% -$16.6K
CVX icon
45
Chevron
CVX
$392B
– –
-2,488
Closed -$416K
KHC icon
46
Kraft Heinz
KHC
$30.7B
– –
-13,824
Closed -$421K
UNH icon
47
UnitedHealth
UNH
$376B
– –
-400
Closed -$210K
VZ icon
48
Verizon
VZ
$195B
– –
-5,370
Closed -$244K
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 Q2 2025 Portfolio in Review

As of Q2 2025, Hutner Capital Management held 48 positions worth $220M, down 6.2% from $234M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Hutner Capital Management withdrew a net $9.97M in Q2 2025, closing 4 positions and reducing 25 holdings. Its most notable exit was Kraft Heinz, an estimated $421K position sold in full.

By sector, the portfolio is most concentrated in Consumer Staples at 32% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Hutner Capital Management added an estimated $1.69M to Berkshire Hathaway Class B.

  • Hutner Capital Management added most to Berkshire Hathaway Class B in Q2 2025, an estimated $1.69M increase.
  • Hutner Capital Management's biggest Q2 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $6.86M.
  • Hutner Capital Management fully exited Kraft Heinz in Q2 2025, selling an estimated $421K.
  • Hutner Capital Management's ten largest holdings make up 59% of its $220M portfolio in Q2 2025.
  • Hutner Capital Management opened 0 new positions and closed 4 in Q2 2025.
  • Hutner Capital Management's portfolio value fell 6.2% quarter-over-quarter to $220M.

Based on Hutner Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.