Hutner Capital Management Inc holds a focused book of 44 stocks worth $243.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Costco Wholesale Corp. Their largest long position is Berkshire Hathaway Inc-CL A at 12% of the equity book. Cloning the disclosed picks since 2025 would be +17% (+18.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/944733/holdings"
Use Arkolith to show HUTNER CAPITAL MANAGEMENT INC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Hutner Capital Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hutner Capital Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 44 / 44 | $1.1T |
| FMR LLC | 44 / 44 | $300.2B |
| MORGAN STANLEY | 44 / 44 | $252.4B |
| JPMORGAN CHASE & CO | 44 / 44 | $250.5B |
| BANK OF AMERICA CORP /DE/ | 44 / 44 | $147.0B |
| NORTHERN TRUST CORP | 44 / 44 | $145.7B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44 / 44 | $117.4B |
| GOLDMAN SACHS GROUP INC | 44 / 44 | $107.9B |
Ranked by how many of Hutner Capital Management Inc's top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Cl A COM | $29.4M | 41 | 12.1% | —Held | |
| 2 | Berkshire Hathaway Inc Cl B COM | $20.1M | 42.0K | 8.3% | ▲+0.1% Added · +43 sh | |
| 3 | Costco Whsl Corp COM | $14.0M | 14.1K | 5.8% | ▼−0.1% Reduced · −9 sh | |
| 4 | Philip Morris International In COM | $11.9M | 72.1K | 4.9% | ▼−2.1% Reduced · −2K sh | |
| 5 | Coca-Cola Company COM | $11.7M | 153.7K | 4.8% | ▼−0.2% Reduced · −305 sh | |
| 6 | Franco-Nevada Corp COM | $11.7M | 47.2K | 4.8% | ▼~0% Reduced · −7 sh | |
| 7 | Alphabet Inc Class C COM | $11.4M | 39.9K | 4.7% | ▲+0.5% Added · +218 sh | |
| 8 | Johnson & Johnson COM | $11.0M | 45.1K | 4.5% | ▼−0.3% Reduced · −152 sh | |
| 9 | McDonald's Corp COM | $10.9M | 35.1K | 4.5% | ▲+0.4% Added · +149 sh | |
| 10 | PepsiCo Inc COM | $10.3M | 66.5K | 4.2% | ▲+1.9% Added · +1K sh | |
| 11 | AbbVie Inc COM | $8.7M | 40.0K | 3.6% | ▼−4.5% Reduced · −2K sh | |
| 12 | Enbridge Inc COM | $8.7M | 160.7K | 3.6% | ▲+0.5% Added · +858 sh | |
| 13 | Procter & Gamble Co COM | $7.7M | 53.5K | 3.2% | ▼−0.6% Reduced · −340 sh | |
| 14 | Altria Group Inc COM | $7.5M | 113.3K | 3.1% | ▼−0.2% Reduced · −200 sh | |
| 15 | Walmart Inc COM | $7.2M | 58.0K | 3.0% | ▼−0.3% Reduced · −169 sh | |
| 16 | American Express Company COM | $6.2M | 20.6K | 2.6% | ▲+0.9% Added · +187 sh | |
| 17 | Apple Inc COM | $5.6M | 22.1K | 2.3% | ▼−0.1% Reduced · −14 sh | |
| 18 | Enterprise Prods Partners LP COM | $5.2M | 137.1K | 2.1% | —Held | |
| 19 | Abbott Labs COM | $4.5M | 44.0K | 1.9% | ▲+0.1% Added · +26 sh | |
| 20 | Chubb Limited COM | $3.9M | 11.8K | 1.6% | ▲+5.0% Added · +561 sh | |
| 21 | Analog Devices Inc COM | $3.7M | 11.7K | 1.5% | ▼−0.1% Reduced · −10 sh | |
| 22 | Realty Income Corp COM | $3.2M | 53.0K | 1.3% | ▲+2.7% Added · +1K sh | |
| 23 | Union Pacific Corp COM | $3.0M | 12.5K | 1.2% | ▲+1.9% Added · +239 sh | |
| 24 | O'Reilly Automotive Inc COM | $2.7M | 29.5K | 1.1% | ▲+0.2% Added · +69 sh | |
| 25 | Genuine Parts Co COM | $2.5M | 23.7K | 1.0% | ▼−5.5% Reduced · −1K sh | |
| 26 | Visa Inc COM | $2.3M | 7.5K | 0.9% | ▲+8.7% Added · +600 sh | |
| 27 | Verisk Analytics COM | $2.2M | 11.8K | 0.9% | ▲+5.0% Added · +558 sh | |
| 28 | Norfolk Southern Corp COM | $2.1M | 7.5K | 0.9% | —Held | |
| 29 | Hershey Company COM | $1.9M | 9.3K | 0.8% | ▲~0% Added · +3 sh | |
| 30 | Yum Brands Inc COM | $1.6M | 10.3K | 0.7% | ▲+5.3% Added · +516 sh | |
| 31 | Restaurant Brands Internationa COM | $1.3M | 18.0K | 0.5% | ▲+1.2% Added · +209 sh | |
| 32 | Progressive Corp COM | $1.2M | 6.0K | 0.5% | ▲+0.1% Added · +4 sh | |
| 33 | Sherwin-Williams Co. COM | $1.2M | 3.7K | 0.5% | ▲+3.5% Added · +126 sh | |
| 34 | Wells Fargo & Co COM | $1.2M | 15.0K | 0.5% | ▼−0.7% Reduced · −100 sh | |
| 35 | Novartis International AG ADR ADR | $1.0M | 6.8K | 0.4% | ▲~0% Added · +2 sh | |
| 36 | Expeditors International COM | $929K | 6.5K | 0.4% | ▼−0.1% Reduced · −7 sh | |
| 37 | Diageo PLC Sponsored ADR ADR | $703K | 9.4K | 0.3% | ▼−43% Reduced · −7K sh | |
| 38 | Oneok, Inc COM | $629K | 7.0K | 0.3% | —Held | |
| 39 | WEC Energy Group Inc COM | $618K | 5.3K | 0.3% | ▼−0.4% Reduced · −20 sh | |
| 40 | Moody's Corp COM | $412K | 945 | 0.2% | —Held | |
| 41 | Zoetis Inc Cl A COM | $323K | 2.7K | 0.1% | —Held | |
| 42 | United Parcel Svc Inc Cl B COM | $240K | 2.4K | 0.1% | ▼−44% Reduced · −2K sh | |
| 43 | Alphabet Inc Class A COM | $228K | 794 | 0.1% | —Held | |
| 44 | American Tower Systems Corp Cl COM | $214K | 1.2K | 0.1% | ▼−16% Reduced · −231 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.