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Portfolio (Quarterly) Guide ↗

Hunter Perkins Capital Management, LLC

· CIK 0001808919
13F Portfolio $427M AUM 143 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 40 New 42 Added 39 Reduced 13 Exited
Page 8 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VYGR VOYAGER THERAPEUTICS INC Healthcare 20,965.0 $81K 0.02% $3.86 -3.7%
142 EHI WESTERN ASSET GBL HIGH INC F Financial Services 11,744.0 $69K 0.02% NEW $5.88 +2.5%
143 ATAIBECKLEY INC 12,341.0 $44K 0.01% NEW $3.57
Page 8 of 8  ·  143 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 21.8%
Financial Services 20.5%
Technology 12.8%
Real Estate 8.9%
Consumer Cyclical 8.3%
Industrials 7.6%
Energy 6.5%
Utilities 5.6%
Communication Services 5.1%
Consumer Defensive 2.7%