Stock Taper

HUNTER PERKINS CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Tetra Tech, Inc.TTEK27.81K$803K
Matador Resources CompanyMTDR25.35K$1.26M
Check Point Software Technologies Ltd.CHKP24.57K$3.23M
General Dynamics CorporationGD24.42K$8.65M
Mitsubishi UFJ Financial Group, Inc.MUFG24.33K$484K
Marcus & Millichap, Inc.MMI23.67K$738K
Omnicell, Inc.OMCL23.31K$968K
Taiwan Semiconductor Manufacturing Company LimitedTSM23.19K$11.1M
MarketAxess Holdings Inc.MKTX22.91K$2.6M
U.S. BancorpUSB22K$1.34M
ESAB CorporationESAB21.63K$2.13M
Vishay Intertechnology, Inc.VSH21.27K$1.14M
JPMorgan Chase & Co.JPM21.25K$6.96M
Cactus, Inc.WHD21.17K$1.08M
Accenture plcACN20.11K$2.5M
Levi Strauss & Co.LEVI20.07K$498K
Hancock Whitney CorporationHWC19.85K$1.48M
Prologis, Inc.PLD19.1K$2.59M
Casey's General Stores, Inc.CASY19.01K$15.11M
Dolby Laboratories, Inc.DLB18.93K$996K