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Hutner Capital Management Inc.
Hutner Capital Management, Inc. is an SEC-registered investment adviser based in Manchester, Vermont. Founded in 1996, the firm is a boutique independent asset manager, primarily serving high net worth individuals and pooled investment vehicles. As of 2024 it manages approximately $194 million in assets and employs a lean team of four professionals. The firm focuses on discretionary portfolio management and related investment advisory services.
Investment Strategy
Hutner Capital Management targets long-term investment growth through discretionary portfolio management. Its approach focuses on equity securities, emphasizing blue-chip, large-cap, and high-quality firms, while also investing via limited partnerships in more specialized situations. The strategy involves constructing diversified, risk-aware portfolios tailored to the objectives of high net worth individuals, pooled investment vehicles, and select pension plans, with ongoing monitoring and tactical rebalancing reflecting a fundamental-driven philosophy.
Latest 13F Filing Activity
Hutner Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 44 equity positions with a total 13F market value of $220M. The fund increased holdings in Philip Morris International in, Visa Inc., American Express Company among other positions. Hutner Capital Management Inc. reduced exposure to Berkshire Hathaway Inc. CL A, Johnson & Johnson, Abbvie Inc. among others.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Cl A | 13.92% | $30.6M | 42 | $216220.00 | $728800.00 | -$10.1M | |
| Berkshire Hathaway Inc Cl B | 9.13% | $20.1M | 41,301 | $244.91 | $485.77 | -$157.1K | |
C COST | Costco Whsl Corp | 6.41% | $14.1M | 14,227 | $154.29 | $989.94 | -$596.5K |
P PM | Philip Morris International In | 6.10% | $13.4M | 73,616 | $96.93 | $182.13 | +$949.5K |
K KO | Coca-Cola Company | 4.92% | $10.8M | 153,003 | $46.46 | $70.75 | +$30.5K |
Industry Allocation
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