Arkolith/Funds/Hutner Capital Management Inc

Hutner Capital Management Inc

CIK 944733
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Hutner Capital Management Inc holds a focused book of 43 reported positions worth $252.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Corning Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL A at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +14% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1
bought for the first time
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+13.7%
+12.5%/yr · since Aug '25
Their reported book
+13.8%
held from quarter-end
S&P 500
+19.5%
same window
$10K$10K$11K$12K$12KAug '25Oct '25Jan '26Apr '26Jun '26Sep '26
Hutner Capital Management Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning Hutner Capital Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
36%
Top 10 holdings
57%
Top 20 holdings
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Financials
27%
Consumer Staples
18%
Consumer Discretionary
15%
Information Technology
12%
Health Care
11%
Industrials
7%
Materials
7%
Utilities
3%

+1 sector below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hutner Capital Management Inc

Manager / fundShared namesTheir $ in those
Mirae Asset Global Investments Co., Ltd.38 / 43$270.9B
Ardent Capital Management, Inc.11 / 43$187.5M
Hikari Tsushin, Inc.11 / 43$1.2B
Emerald Advisors, LLC17 / 43$608.4M
Saybrook Capital16 / 43$289.0M
Independent Investors Inc18 / 43$372.5M
Warren Buffett7 / 43$210.3B
Hoffman, Alan N Investment Management4 / 43$115.7M

Ranked by the share of each fund's own book sitting in the names it shares with Hutner Capital Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

43 positions
#SecurityValueShares% PortLast moveHistory
1Berkshire Hathaway Inc Cl A
COM
$30.7M41
12.2%
Held
2Berkshire Hathaway Inc Cl B
COM
$19.7M39.3K
7.8%
−6.3%
Reduced · −3K sh
3Alphabet Inc Class C
COM
$14.5M41.0K
5.8%
+2.9%
Added · +1K sh
4Costco Whsl Corp
COM
$13.3M14.2K
5.3%
+0.7%
Added · +98 sh
5Philip Morris International In
COM
$13.0M71.8K
5.2%
−0.3%
Reduced · −249 sh
6Coca-Cola Company
COM
$12.5M154.0K
5.0%
+0.2%
Added · +372 sh
7Johnson & Johnson
COM
$11.5M45.1K
4.5%
+0.1%
Added · +37 sh
8Franco-Nevada Corp
COM
$10.1M48.4K
4.0%
+2.6%
Added · +1K sh
9AbbVie Inc
COM
$10.1M40.0K
4.0%
~0%
Added · +7 sh
10McDonald's Corp
COM
$9.5M35.2K
3.8%
+0.4%
Added · +130 sh
11PepsiCo Inc
COM
$9.2M68.1K
3.7%
+2.5%
Added · +2K sh
12Enbridge Inc
COM
$8.8M161.7K
3.5%
+0.6%
Added · +1K sh
13Altria Group Inc
COM
$8.1M113.0K
3.2%
−0.3%
Reduced · −294 sh
14Procter & Gamble Co
COM
$7.8M53.1K
3.1%
−0.7%
Reduced · −373 sh
15American Express Company
COM
$7.0M20.8K
2.8%
+1.2%
Added · +239 sh
16Walmart Inc
COM
$6.5M57.7K
2.6%
−0.5%
Reduced · −292 sh
17Apple Inc
COM
$6.4M22.3K
2.6%
+1.0%
Added · +218 sh
18Enterprise Prods Partners LP
COM
$5.1M138.7K
2.0%
+1.2%
Added · +2K sh
19Analog Devices Inc
COM
$4.7M11.7K
1.8%
Held
20Chubb Limited
COM
$4.6M13.5K
1.8%
+14%
Added · +2K sh
21Abbott Labs
COM
$4.0M43.8K
1.6%
−0.5%
Reduced · −225 sh
22Union Pacific Corp
COM
$3.6M13.1K
1.4%
+4.3%
Added · +538 sh
23Realty Income Corp
COM
$3.4M54.3K
1.3%
+2.5%
Added · +1K sh
24Verisk Analytics
COM
$3.2M17.6K
1.3%
+50%
Added · +6K sh
25Visa Inc
COM
$2.9M8.5K
1.2%
+13%
Added · +955 sh
26Genuine Parts Co
COM
$2.8M23.7K
1.1%
~0%
Added · +1 sh
27O'Reilly Automotive Inc
COM
$2.7M29.7K
1.1%
+0.7%
Added · +210 sh
28Norfolk Southern Corp
COM
$2.3M7.5K
0.9%
Held
29Yum Brands Inc
COM
$1.7M10.7K
0.7%
+3.6%
Added · +376 sh
30Restaurant Brands Internationa
COM
$1.7M23.6K
0.7%
+31%
Added · +6K sh
31Hershey Company
COM
$1.6M9.4K
0.7%
+1.0%
Added · +91 sh
32Progressive Corp
COM
$1.3M6.1K
0.5%
+0.8%
Added · +50 sh
33Sherwin-Williams Co.
COM
$1.3M3.7K
0.5%
Held
34Wells Fargo & Co
COM
$1.2M15.0K
0.5%
−0.2%
Reduced · −34 sh
35Novartis International AG ADR
ADR
$1.1M6.9K
0.4%
+0.8%
Added · +57 sh
36Expeditors International
COM
$1.1M6.5K
0.4%
Held
37Diageo PLC Sponsored ADR
ADR
$739K9.2K
0.3%
−2.6%
Reduced · −250 sh
38WEC Energy Group Inc
COM
$623K5.3K
0.2%
Held
39Oneok, Inc
COM
$605K7.0K
0.2%
Held
40Moody's Corp
COM
$428K945
0.2%
Held
41Alphabet Inc Class A
COM
$284K795
0.1%
+0.1%
Added · +1 sh
42United Parcel Svc Inc Cl B
COM
$259K2.4K
0.1%
−1.4%
Reduced · −33 sh
43Corning Inc
COM
$204K800
0.1%
New
New position
Showing all 43 positions
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Filing history

As-of date vs the date the SEC received each filing

$252.1M · Q2 2026Q2 2025 · $219.8MQ2 2026 · $252.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d43$252.1M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d44$243.4M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d44$239.6M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d44$236.4M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d44$219.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.