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Latest HUTNER CAPITAL MANAGEMENT INC Stock Portfolio

$243Million | No. of Holdings #44

HUTNER CAPITAL MANAGEMENT INC Performance

2026 Q1+1.83%
YTD+1.83%
2025+13.12%

About HUTNER CAPITAL MANAGEMENT INC and 13F Hedge Fund Stock Holdings

HUTNER CAPITAL MANAGEMENT INC is a hedge fund based in Manchester, VT. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, HUTNER CAPITAL MANAGEMENT INC reported an equity portfolio of $243.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of HUTNER CAPITAL MANAGEMENT INC are , , COST. The fund has invested 12.1% of it's portfolio in BERKSHIRE HATHAWAY INC CL A and 8.3% of portfolio in BERKSHIRE HATHAWAY INC CL B. <br><br> They significantly reduced their stock positions in UNITED PARCEL SVC INC CL B (UPS), DIAGEO PLC SPONSORED ADR (DEO) and AMERICAN TOWER SYSTEMS CORP CL (AMT). The fund showed a lot of confidence in some stocks as they added substantially to VISA INC (V), YUM BRANDS INC (YUM) and VERISK ANALYTICS (VRSK).
HUTNER CAPITAL MANAGEMENT INC Equity Portfolio Value
Last Reported on: 15 May, 2026
$243Million
  as of May 15, 2026

HUTNER CAPITAL MANAGEMENT INC Annual Return Estimates Vs S&P 500

Our best estimate is that HUTNER CAPITAL MANAGEMENT INC made a return of 1.83% in the last quarter. In trailing 12 months, it's portfolio return was 5.66%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by HUTNER CAPITAL MANAGEMENT INC

Additions

Ticker% Inc.
visa inc8.67
yum brands inc5.26
verisk analytics4.98
chubb limited4.97
sherwin-williams co.3.5
realty income corp2.74
pepsico inc1.96
union pacific corp1.95
Additions to existing portfolio by HUTNER CAPITAL MANAGEMENT INC

Reductions

Ticker% Reduced
united parcel svc inc cl b-43.69
diageo plc sponsored adr-43.13
american tower systems corp cl-15.74
genuine parts co-5.49
abbvie inc-4.46
philip morris international in-2.07
wells fargo & co-0.66
procter & gamble co-0.63
HUTNER CAPITAL MANAGEMENT INC reduced stake in above stock

Sold off

None of the stocks were completely sold off by HUTNER CAPITAL MANAGEMENT INC

Sector Distribution

HUTNER CAPITAL MANAGEMENT INC has about 29.7% of it's holdings in Consumer Defensive sector.

  • Consumer Defensive
  • Others
  • Healthcare
  • Consumer Cyclical
  • Financial Services
  • Energy
  • Communication Services
  • Technology
  • Industrials
  • Real Estate
Sector%
Consumer Defensive29.7
Others25.9
Healthcare10.1
Consumer Cyclical7.8
Financial Services6.2
Energy6
Communication Services4.8
Technology3.8
Industrials3.5
Real Estate1.4

Market Cap. Distribution

HUTNER CAPITAL MANAGEMENT INC has about 74.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP49.5
UNALLOCATED25.9
LARGE-CAP24.6

Stocks belong to which Index?

About 67.9% of the stocks held by HUTNER CAPITAL MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50067.9
Others32.1
Top 5 Winners (%)%
OKE
oneok, inc
23.0 %
FNV
franco-nevada corp
19.2 %
JNJ
johnson & johnson
18.1 %
EPD
enterprise prods partners lp
18.0 %
ADI
analog devices inc
17.3 %
Top 5 Winners ($)$
COST
costco whsl corp
1.9 M
FNV
franco-nevada corp
1.9 M
JNJ
johnson & johnson
1.7 M
ENB
enbridge inc
1.0 M
MO
altria group inc
0.9 M
Top 5 Losers (%)%
AXP
american express company
-18.2 %
ABT
abbott labs
-18.1 %
VRSK
verisk analytics
-14.9 %
MCO
moody's corp
-14.6 %
WFC
wells fargo & co
-14.5 %
Top 5 Losers ($)$
berkshire hathaway inc cl a
-1.5 M
AXP
american express company
-1.4 M
GOOG
alphabet inc class c
-1.1 M
ABT
abbott labs
-1.0 M
berkshire hathaway inc cl b
-1.0 M

HUTNER CAPITAL MANAGEMENT INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of HUTNER CAPITAL MANAGEMENT INC

HUTNER CAPITAL MANAGEMENT INC has 44 stocks in it's portfolio. About 58.6% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. COST was the most profitable stock for HUTNER CAPITAL MANAGEMENT INC last quarter.

$243.42MTotal Value
44.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of HUTNER CAPITAL MANAGEMENT INC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
DEO
Diageo Plc Sponsored Adr

Diageo Plc Sponsored Adr

DEO
HUTNER CAPITAL MANAGEMENT INC's holding in Diageo Plc Sponsored Adr over time
0.29%9,444
$703.1K
0.29%
decreased 43.13 percentreduced
FNV
Franco-Nevada Corp

Franco-Nevada Corp

FNV
HUTNER CAPITAL MANAGEMENT INC's holding in Franco-Nevada Corp over time
4.79%47,226
$11.67M
4.79%
decreased 0.01 percentreduced