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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
BRK.A icon
1
Berkshire Hathaway Class A
BRK.A
$1.06T
$30.6M 13.92%
42
-9
-18% -$6.86M
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$20.1M 9.13%
41,301
+3,335
+9% +$1.69M
COST icon
3
Costco
COST
$415B
$14.1M 6.41%
14,227
-1,295
-8% -$1.29M
PM icon
4
Philip Morris
PM
$300B
$13.4M 6.1%
73,616
-4,871
-6% -$836K
KO icon
5
Coca-Cola
KO
$353B
$10.8M 4.92%
153,003
+2,284
+2% +$163K
MCD icon
6
McDonald's
MCD
$190B
$10M 4.57%
34,351
-31
-0.1% -$9.56K
PG icon
7
Procter & Gamble
PG
$347B
$8.48M 3.86%
53,226
-693
-1% -$113K
ABBV icon
8
AbbVie
ABBV
$448B
$7.79M 3.54%
41,964
-1,132
-3% -$210K
FNV icon
9
Franco-Nevada
FNV
$38.6B
$7.38M 3.35%
44,995
-2,847
-6% -$471K
PEP icon
10
PepsiCo
PEP
$185B
$7.26M 3.3%
54,957
+432
+0.8% +$58.2K
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.29T
$6.88M 3.13%
38,790
-2,858
-7% -$472K
ENB icon
12
Enbridge
ENB
$122B
$6.69M 3.04%
147,628
+8,387
+6% +$380K
AXP icon
13
American Express
AXP
$240B
$6.59M 3%
20,659
-1,650
-7% -$464K
JNJ icon
14
Johnson & Johnson
JNJ
$599B
$6.51M 2.96%
42,631
-5,066
-11% -$779K
MO icon
15
Altria Group
MO
$125B
$6.5M 2.96%
110,894
+4,161
+4% +$244K
WMT icon
16
Walmart Inc
WMT
$893B
$5.86M 2.66%
59,899
-3,382
-5% -$322K
ABT icon
17
Abbott
ABT
$177B
$5.64M 2.57%
41,474
+226
+0.5% +$29.8K
EPD icon
18
Enterprise Products Partners
EPD
$83.9B
$4.23M 1.93%
136,489
+13,120
+11% +$409K
AAPL icon
19
Apple
AAPL
$4.8T
$4.12M 1.88%
20,094
+2,571
+15% +$519K
VRSK icon
20
Verisk Analytics
VRSK
$26.4B
$3.49M 1.59%
11,200
-2,020
-15% -$612K
CB icon
21
Chubb
CB
$137B
$2.84M 1.29%
9,816
+1,873
+24% +$539K
UNP icon
22
Union Pacific
UNP
$176B
$2.75M 1.25%
11,948
-1,367
-10% -$303K
GPC icon
23
Genuine Parts
GPC
$16.8B
$2.74M 1.25%
22,622
+19
+0.1% +$2.29K
O icon
24
Realty Income
O
$60.8B
$2.6M 1.18%
45,140
+446
+1% +$25.2K
ORLY icon
25
O'Reilly Automotive
ORLY
$70.1B
$2.58M 1.17%
28,607
-2,293
-7% -$209K
1
2

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YP
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HBS
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IFO
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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.