HCM
Hutner Capital Management Portfolio holdings
AUM
$220M
1-Year Est. Return
18.72%
1 Year Est. Return
+18.72%
AUM
$234M
AUM Growth
+$27.3M
(+13%)
Holding
48
Top Buys
| 1 | +$1.8M | |
| 2 | +$1.26M | |
| 3 | +$987K | |
| 4 |
Visa
V
|
+$927K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$865K |
Top Sells
| 1 | +$798K | |
| 2 | +$632K | |
| 3 | +$174K | |
| 4 |
Restaurant Brands International
QSR
|
+$159K |
| 5 |
Walmart
WMT
|
+$119K |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class A
BRK.A
$1.07T
| $40.7M | 17.38% |
51
-1
|
|
||
|
2
Berkshire Hathaway Class B
BRK.B
$1.07T
| $20.2M | 8.63% |
37,966
+3,376
|
|
||
3
Costco
COST
$406B
| $14.7M | 6.27% |
15,522
-668
|
|
||
4
Philip Morris
PM
$244B
| $12.5M | 5.32% |
78,487
+1,697
|
|
||
5
Coca-Cola
KO
$308B
| $10.8M | 4.61% |
150,719
+2,950
|
|
||
6
McDonald's
MCD
$219B
| $10.7M | 4.58% |
34,382
+1,752
|
|
||
7
Procter & Gamble
PG
$347B
| $9.19M | 3.92% |
53,919
+709
|
|
||
8
AbbVie
ABBV
$387B
| $9.03M | 3.85% |
43,096
+693
|
|
||
9
PepsiCo
PEP
$198B
| $8.18M | 3.49% |
54,525
+742
|
|
||
10
Johnson & Johnson
JNJ
$467B
| $7.91M | 3.38% |
47,697
+1,411
|
|
||
11
Franco-Nevada
FNV
$37.6B
| $7.54M | 3.22% |
47,842
+7,994
|
|
||
|
12
Alphabet (Google) Class C
GOOG
$3.52T
| $6.51M | 2.78% |
41,648
+5,536
|
|
||
13
Altria Group
MO
$98.1B
| $6.41M | 2.73% |
106,733
+3,881
|
|
||
14
Enbridge
ENB
$105B
| $6.17M | 2.63% |
139,241
+15,999
|
|
||
15
American Express
AXP
$255B
| $6M | 2.56% |
22,309
-43
|
|
||
|
16
Walmart
WMT
$825B
| $5.56M | 2.37% |
63,281
-1,352
|
|
||
17
Abbott
ABT
$219B
| $5.47M | 2.34% |
41,248
-606
|
|
||
18
Enterprise Products Partners
EPD
$67.7B
| $4.21M | 1.8% |
123,369
+20,715
|
|
||
19
Verisk Analytics
VRSK
$29.7B
| $3.93M | 1.68% |
13,220
-18
|
|
||
20
Apple
AAPL
$4.07T
| $3.89M | 1.66% |
17,523
+27
|
|
||
21
Union Pacific
UNP
$133B
| $3.15M | 1.34% |
13,315
+133
|
|
||
22
O'Reilly Automotive
ORLY
$83.8B
| $2.95M | 1.26% |
30,900
+3,255
|
|
||
23
Genuine Parts
GPC
$17.4B
| $2.69M | 1.15% |
22,603
-511
|
|
||
24
Realty Income
O
$52.6B
| $2.59M | 1.11% |
44,694
+1,271
|
|
||
25
Analog Devices
ADI
$114B
| $2.52M | 1.08% |
12,500
-192
|
|