Hunter Perkins Capital Management, LLC

Hunter Perkins Capital Management, LLC is a U.S. Securities and Exchange Commission–registered investment advisor based in Cincinnati, Ohio. The firm operates as an independent investment manager, providing discretionary portfolio management services—typically via separately managed accounts—to private clients such as individuals, families, and small institutions, as well as to select intermediary relationships. As a Form 13F filer, Hunter Perkins Capital Management reports to the SEC under CIK #0001808919. These filings document the firm’s long positions in reportable U.S.-listed equities and certain equity-like instruments as of each quarter-end. The 13F reports do not include most fixed-income holdings, cash, mutual funds, derivatives, or securities listed only on non-U.S. exchanges, and therefore represent only the equity portion of its broader client portfolios. The firm’s overall business model is characteristic of a research-driven RIA: portfolios are implemented through customized accounts that reflect client objectives, risk tolerance, and time horizon, combining an actively managed equity sleeve with fixed income and liquidity reserves. Investment decisions are made within a fiduciary framework, with an emphasis on long-term capital growth and risk control rather than short-term trading. Within this analytics platform, Hunter Perkins Capital Management’s 13F History is assembled into a quarter-by-quarter record of disclosed holdings, giving allocators a factual, position-level view of how the firm has implemented its equity approach over time, independent of any marketing narrative.

Hunter Perkins Capital Management employs a fundamentally oriented, long-only equity approach that is best described as Core Blend with active stock selection. While the firm does not widely distribute a detailed public statement of its philosophy, its 13F filings are consistent with a research-driven process focused on U.S. large- and mid-cap equities, with selective exposure to smaller issuers when the risk–reward profile is attractive. Security selection appears to be bottom-up. The reported holdings list typically features established companies with identifiable competitive positions, solid balance sheets, and recurring cash-flow generation across sectors such as technology, healthcare, financials, industrials, and consumer-related industries. The aggregate portfolio does not resemble a purely passive index replication; instead, it reflects active choices with a finite number of positions and meaningful weights in higher-conviction names. From the filings, turnover in core positions looks moderate: a set of names often persists across multiple quarters, while position sizes and peripheral holdings are adjusted over time. This pattern is consistent with a manager that seeks to own businesses through multi-year investment theses, trimming and adding as fundamentals and valuations evolve, rather than running a high-frequency trading book. At the client level, these equity sleeves are typically combined with fixed-income and cash allocations tailored to each mandate, though those non-equity components are not visible in 13F data. For allocators analyzing the firm via this platform, the 13F Portfolio Composition view can be used to break down sector weights, issuer concentration, and market-capitalization exposure, providing a holdings-based window into how Hunter Perkins Capital Management expresses its research views within U.S.-listed equities.

Hunter Perkins Capital Management, LLC is a Cincinnati-based, SEC-registered investment advisor whose 13F filings under CIK #0001808919 reveal a fundamentally driven, long-only U.S. equity practice implemented through diversified portfolios of large- and mid-cap issuers across major sectors. The holdings record points to an active Core Blend approach with moderate turnover, in which a core group of names is held through time and adjusted as fundamentals and valuations change. From the 13F vantage point, key observable attributes include: - A research-oriented, bottom-up stock-selection process expressed through a finite, conviction-weighted list of U.S.-listed equities. - Broad sector diversification without extreme single-industry concentration, consistent with a core equity role in multi-asset client portfolios. - Moderate turnover and multi-quarter holding periods that link capital outcomes closely to underlying business and valuation dynamics. Within this analytics environment, allocators can construct a reconstructed Historical Track Record of the firm’s reportable equity sleeve, examining its capital trajectory across different market regimes. By combining 13F Portfolio Composition analytics with risk and efficiency measures such as Max Drawdown Depth and Sharpe Ratio, practitioners gain a data-grounded view of how Hunter Perkins Capital Management’s observable equity implementation has behaved on both an absolute and risk-adjusted basis. The central analytical question for allocators is how this active, core equity profile—seen solely through its 13F history—responds across shifting regimes in market volatility, sector leadership, and style cycles, and whether that regime sensitivity aligns with the role they intend Hunter Perkins Capital Management, LLC to play within a broader, multi-manager allocation.

Through the lens of Form 13F, Hunter Perkins Capital Management’s risk profile is that of an active, long-only U.S. equity manager with diversified sector exposure and a moderate number of positions. The reconstructed 13F sleeve is fully exposed to equity market risk, while its realized behavior will reflect both broad market conditions and the firm’s specific security and sector choices. Key dimensions of risk observable from the filings include: - Market and style risk: The portfolio’s focus on U.S. large- and mid-cap issuers implies a capital path that is directionally tied to major U.S. equity indices, with additional sensitivity to growth-versus-value and quality factors depending on the underlying names held at any point in time. - Sector and thematic exposure: Holdings are distributed across technology, healthcare, financials, industrials, and consumer sectors. Any persistent overweight or underweight in these areas—inferred from successive filings—will influence how the portfolio responds to sector rotations, regulatory shifts, and macroeconomic changes. - Issuer concentration: The share of aggregate reported value residing in the largest holdings determines the portfolio’s vulnerability to idiosyncratic events such as earnings surprises, corporate actions, or company-specific shocks. - Turnover and horizon: Moderate turnover and repeated ownership of core names across quarters anchor the risk profile to underlying business performance and valuation over multi-quarter horizons, while making the portfolio somewhat slower to pivot during abrupt market regime changes. On this platform, a 13F-based reconstruction of Hunter Perkins Capital Management’s disclosed holdings can be evaluated with standard risk diagnostics. Measures such as Max Drawdown Depth quantify the most severe peak-to-trough capital declines experienced by the reconstructed book over user-defined horizons, and a Sharpe Ratio lens relates observed variability to the excess compounding achieved relative to a cash proxy. Scenario analysis and stress testing—using the platform’s Performance Backtests Online—can further illuminate how the equity sleeve would likely have behaved during episodes of broad equity sell-offs, rate-driven style rotations, or sector-specific dislocations. Because Form 13F excludes bonds, cash, and other defensive assets that are often important components of client portfolios, the volatility and drawdowns inferred from the equity-only sleeve will generally overstate the risk at the total-portfolio level.