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| Happy Holidays!! thanks for using AUM13F!! |
| Hutner Capital Management Inc
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| CRD # | 107896 |
| SEC # | 801-79521 |
| CIK # | 0000944733 |
| AUM | $270.7 M (2025-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 802-366-8157 |
| Address | 3546 Main Street Manchester, VT 05254 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 14.1 | ||
| Philip Morris International Inc | 13.4 | ||
| Coca Cola Co | 10.8 | ||
| McDonalds Corp | 10.0 | ||
| Procter & Gamble Co | 8.5 | ||
| AbbVie Inc | 7.8 | ||
| Franco Nevada Corp | 7.4 | ||
| PepsiCo Inc | 7.3 | ||
| Alphabet Inc | 6.9 | ||
| Enbridge Inc | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Avalon Partners LP | 2012-04-02 | 47.4 | |
| HF | Hutner High Income Fund LP | 2012-04-02 | 25.3 | |
| HF | Hutner Special Situations Fund LP | 2012-04-02 | 1.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 7.7 |
| (b) Individuals (high net worth individuals) | 76 | 161.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 74.1 |
| (g) Pension and profit sharing plans | 0 | 12.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 120 | 270.7 |
| By Discretionary | ||
| Discretionary | 120 | 270.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 120 | 270.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 269.7 | |
| Total | 120 | 270.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000944733] |
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