HUTNER CAPITAL MANAGEMENT INC
13F Reported Value
ⓘ$243.4M
Holdings
44
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
HUTNER CAPITAL MANAGEMENT INC disclosed 44 positions worth $243.4M in its Form 13F-HR for Q1 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 12.1% of the equity portfolio, followed by $BRK.B and $COST. The portfolio is most concentrated in Financials (26.6% of disclosed assets). All figures are sourced directly from HUTNER CAPITAL MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 944733.
AI Fund Analysis
Stable
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$29.4M41 sh - 64.5#634
Quality
$20.1M41,962 sh - 67.0#489
Quality
$14.0M14,085 sh - 80.5
Quality
$11.9M72,083 sh - 74.0
Quality
$11.7M153,656 sh - —
Quality
$11.7M47,226 sh - 80.2
Quality
$11.4M39,872 sh - 72.8
Quality
$11.0M45,062 sh - 73.9
Quality
$10.9M35,104 sh - 62.7
Quality
$10.3M66,492 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $29.4M | 41 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $20.1M | 41,962 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0#489 | $14.0M | 14,085 |
 Philip Morris International Inc.$PM | 80.5 | $11.9M | 72,083 |
 COCA COLA CO$KO | 74.0 | $11.7M | 153,656 |
 FRANCO NEVADA Corp$FNV | — | $11.7M | 47,226 |
 Alphabet Inc.$GOOGL | 80.2 | $11.4M | 39,872 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $11.0M | 45,062 |
 MCDONALDS CORP$MCD | 73.9 | $10.9M | 35,104 |
 PEPSICO INC$PEP | 62.7 | $10.3M | 66,492 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HUTNER CAPITAL MANAGEMENT INC's 44 positions.
Showing top 10 of 44 holdings.
Sector Allocation
Financials
$64.7M
Consumer Staples
$51.8M
Consumer Discretionary
$41.5M
Healthcare
$25.6M
Technology
$23.2M
Energy
$14.5M
Materials
$11.7M
Industrials
$6.3M
Full Holdings — HUTNER CAPITAL MANAGEMENT INC (Q1 2026)
All 44 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.A | BERKSHIRE HATHAWAY INC | $29.4M | 12.1% | +0% | 64.5 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $20.1M | 8.3% | +0% | 64.5 |
| 3 | $COST | COSTCO WHOLESALE CORP /NEW | $14.0M | 5.8% | -0% | 67 |
| 4 | $PM | Philip Morris International Inc. | $11.9M | 4.9% | -2% | 80.5 |
| 5 | $KO | COCA COLA CO | $11.7M | 4.8% | -0% | 74 |
| 6 | $FNV | FRANCO NEVADA Corp | $11.7M | 4.8% | -0% | — |
| 7 | $GOOGL | Alphabet Inc. | $11.4M | 4.7% | +1% | 80.2 |
| 8 | $JNJ | JOHNSON & JOHNSON | $11.0M | 4.5% | -0% | 72.8 |
| 9 | $MCD | MCDONALDS CORP | $10.9M | 4.5% | +0% | 73.9 |
| 10 | $PEP | PEPSICO INC | $10.3M | 4.2% | +2% | 62.7 |
| 11 |  $ABBV | AbbVie Inc. | $8.7M | 3.6% | -4% | 59.3 |
| 12 |  $ENB | ENBRIDGE INC | $8.7M | 3.6% | +1% | — |
| 13 |  $PG | PROCTER & GAMBLE Co | $7.7M | 3.2% | -1% | 72.9 |
| 14 |  $MO | ALTRIA GROUP, INC. | $7.5M | 3.1% | -0% | 72.1 |
| 15 |  $WMT | Walmart Inc. | $7.2M | 3.0% | -0% | 63.2 |
| 16 |  $AXP | AMERICAN EXPRESS CO | $6.2M | 2.6% | +1% | 73.2 |
| 17 |  $AAPL | Apple Inc. | $5.6M | 2.3% | -0% | 76.1 |
| 18 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.2M | 2.1% | +0% | 66.4 |
| 19 |  $ABT | ABBOTT LABORATORIES | $4.5M | 1.9% | +0% | 67 |
| 20 |  $CB | Chubb Ltd | $3.9M | 1.6% | +5% | — |
| 21 |  $ADI | ANALOG DEVICES INC | $3.7M | 1.5% | -0% | 76.2 |
| 22 |  $O | REALTY INCOME CORP | $3.2M | 1.3% | +3% | 74.6 |
| 23 |  $UNP | UNION PACIFIC CORP | $3.0M | 1.3% | +2% | 74 |
| 24 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.7M | 1.1% | +0% | 72.7 |
| 25 |  $GPC | GENUINE PARTS CO | $2.5M | 1.0% | -5% | 54.2 |
| 26 |  $V | VISA INC. | $2.3M | 0.9% | +9% | 83.5 |
| 27 |  $VRSK | Verisk Analytics, Inc. | $2.2M | 0.9% | +5% | 77.3 |
| 28 |  $NSC | NORFOLK SOUTHERN CORP | $2.1M | 0.9% | +0% | 70.8 |
| 29 |  $HSY | HERSHEY CO | $1.9M | 0.8% | +0% | 59.4 |
| 30 |  $YUM | YUM BRANDS INC | $1.6M | 0.7% | +5% | 71.7 |
| 31 |  $QSR | Restaurant Brands International Inc. | $1.3M | 0.6% | +1% | 71.2 |
| 32 |  $PGR | PROGRESSIVE CORP/OH/ | $1.2M | 0.5% | +0% | 83.6 |
| 33 |  $SHW | SHERWIN WILLIAMS CO | $1.2M | 0.5% | +3% | 65.3 |
| 34 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.5% | -1% | — |
| 35 |  $NVS | NOVARTIS AG | $1.0M | 0.4% | +0% | — |
| 36 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $928,834 | 0.4% | -0% | 71.2 |
| 37 |  $DEO | DIAGEO PLC | $703,121 | 0.3% | -43% | — |
| 38 |  $OKE | ONEOK INC /NEW/ | $629,295 | 0.3% | +0% | 72 |
| 39 |  $WEC | WEC ENERGY GROUP, INC. | $617,749 | 0.3% | -0% | 67 |
| 40 |  $MCO | MOODYS CORP /DE/ | $412,256 | 0.2% | +0% | 81.3 |
| 41 |  $ZTS | Zoetis Inc. | $322,611 | 0.1% | +0% | 72.6 |
| 42 |  $UPS | UNITED PARCEL SERVICE INC | $240,430 | 0.1% | -44% | 58.2 |
| 43 |  $GOOG | Alphabet Inc. | $228,464 | 0.1% | +0% | 80.2 |
| 44 |  $AMT | AMERICAN TOWER CORP /MA/ | $213,507 | 0.1% | -16% | 69.8 |
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