Hutchinson Capital Management/Ca Top Holdings and 13F Report (2025) About Hutchinson Capital Management/CaInvestment ActivityHutchinson Capital Management/Ca has $548.03 million in total holdings as of June 30, 2025.Hutchinson Capital Management/Ca owns shares of 92 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 5.45% of the portfolio was purchased this quarter.About 3.93% of the portfolio was sold this quarter.This quarter, Hutchinson Capital Management/Ca has purchased 92 new stocks and bought additional shares in 23 stocks.Hutchinson Capital Management/Ca sold shares of 45 stocks and completely divested from 5 stocks this quarter.Largest Holdings Berkshire Hathaway $35,092,025Microsoft $33,678,558Progressive $26,735,932Bank of America $26,373,387Alphabet $25,106,607 Largest New Holdings this Quarter 443510607 - Hubbell $12,715,029 Holding98149E303 - SPDR Gold MiniShares Trust $1,666,632 Holding46434V738 - iShares Core MSCI Europe ETF $386,277 Holding92189F106 - VanEck Gold Miners ETF $281,957 Holding25434V625 - DIMENSIONAL ETF TRUST $279,433 Holding Largest Purchases this Quarter Hubbell 31,133 shares (about $12.72M)SIMPLIFY EXCHANGE TRADED FUN 59,177 shares (about $2.96M)Doubleline Commercial Real Estate ETF 53,908 shares (about $2.80M)Dimensional US Core Equity Market ETF 43,667 shares (about $1.85M)Comcast 49,473 shares (about $1.77M) Largest Sales this Quarter VeriSign 15,701 shares (about $4.53M)Exxon Mobil 6,469 shares (about $697.36K)Berkshire Hathaway 1,120 shares (about $544.06K)Microsoft 1,057 shares (about $525.76K)Alphabet 2,426 shares (about $427.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHutchinson Capital Management/Ca Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$35,092,025$544,062 ▼-1.5%72,2406.4%FinanceMSFTMicrosoft$33,678,558$525,761 ▼-1.5%67,7086.1%Computer and TechnologyPGRProgressive$26,735,932$323,968 ▼-1.2%100,1874.9%FinanceBACBank of America$26,373,387$1,592,082 ▲6.4%557,3414.8%FinanceGOOGLAlphabet$25,106,607$427,534 ▼-1.7%142,4654.6%Computer and TechnologyAAPLApple$24,604,803$234,714 ▼-0.9%119,9244.5%Computer and TechnologyJJacobs Solutions$18,807,559$306,278 ▼-1.6%143,0783.4%Business ServicesWRBW.R. Berkley$17,357,728$364,264 ▼-2.1%236,2563.2%FinanceADBEAdobe$17,026,976$269,655 ▼-1.6%44,0113.1%Computer and TechnologyWATWaters$16,927,044$239,092 ▼-1.4%48,4963.1%MedicalMKLMarkel Group$16,596,064$285,622 ▼-1.7%8,3093.0%Multi-Sector ConglomeratesVRSNVeriSign$16,535,533$4,534,449 ▼-21.5%57,2563.0%Computer and TechnologyCOFCapital One Financial$15,464,461$238,929 ▼-1.5%72,6852.8%FinanceBHRBBurke & Herbert Financial Services$15,355,3880.0%257,0802.8%FinanceDUHPDimensional US High Profitability ETF$15,180,173$297,922 ▲2.0%426,8892.8%ETFSBUXStarbucks$14,824,524$217,071 ▼-1.4%161,7872.7%Retail/WholesaleAMZNAmazon.com$14,218,464$178,803 ▼-1.2%64,8092.6%Retail/WholesaleXOMExxon Mobil$14,101,437$697,359 ▼-4.7%130,8112.6%EnergyNVONovo Nordisk A/S$13,860,389$962,760 ▲7.5%200,8172.5%MedicalSIMPLIFY EXCHANGE TRADED FUN$12,784,170$2,964,176 ▲30.2%255,2242.3%MBS ETFHUBBHubbell$12,715,029$12,715,029 ▲New Holding31,1332.3%IndustrialsACNAccenture$10,716,103$64,560 ▼-0.6%35,8532.0%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$10,351,217$1,849,734 ▲21.8%244,3631.9%ETFKMXCarMax$9,962,538$264,404 ▼-2.6%148,2301.8%Retail/WholesaleDEODiageo$9,916,505$157,210 ▼-1.6%98,3391.8%Consumer StaplesCMCSAComcast$9,878,992$1,765,691 ▲21.8%276,8001.8%Consumer DiscretionaryWFCWells Fargo & Company$7,892,7010.0%98,5111.4%FinanceVLOValero Energy$7,596,358$141,007 ▼-1.8%56,5121.4%EnergyAREAlexandria Real Estate Equities$7,566,158$283,911 ▼-3.6%104,1741.4%FinanceDFAIDimensional International Core Equity Market ETF$7,087,853$761,128 ▲12.0%205,0291.3%ETFDFACDimensional U.S. Core Equity 2 ETF$5,022,761$211,599 ▼-4.0%140,1440.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,409,382$104,159 ▲2.4%87,7140.8%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$4,186,573$41,422 ▼-1.0%171,7220.8%ETFDCMBDoubleline Commercial Real Estate ETF$3,010,687$2,804,952 ▲1,363.4%57,8620.5%ETFDIHPDimensional International High Profitability ETF$2,564,214$186,583 ▲7.8%86,9520.5%ETFCVXChevron$2,484,347$259,174 ▼-9.4%17,3500.5%EnergyDFAEDimensional Emerging Core Equity Market ETF$2,158,628$198,626 ▲10.1%74,5640.4%ETFDFSIDimensional International Sustainability Core 1 ETF$1,802,4560.0%45,7360.3%ETFSPYSPDR S&P 500 ETF Trust$1,792,617$241,611 ▼-11.9%2,9010.3%FinanceDFAXDimensional World ex U.S. Core Equity 2 ETF$1,695,648$30,398 ▲1.8%57,7340.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,693,905$470,163 ▲38.4%67,6750.3%ETFGLDMSPDR Gold MiniShares Trust$1,666,632$1,666,632 ▲New Holding25,4370.3%FinanceDFATDimensional U.S. Targeted Value ETF$1,642,488$157,509 ▲10.6%30,4390.3%ETFPGProcter & Gamble$1,635,898$17,844 ▼-1.1%10,2680.3%Consumer StaplesBABoeing$1,614,638$283,075 ▼-14.9%7,7060.3%AerospaceSCHPSchwab U.S. TIPS ETF$1,577,855$2,455 ▲0.2%59,1400.3%ETFIAUiShares Gold Trust$1,442,5120.0%23,1320.3%FinanceJPMJPMorgan Chase & Co.$1,407,7050.0%4,8560.3%FinanceCOSTCostco Wholesale$1,373,047$104,934 ▼-7.1%1,3870.3%Retail/WholesaleJNJJohnson & Johnson$1,132,786$424,337 ▼-27.3%7,4160.2%MedicalEWUiShares MSCI United Kingdom ETF$1,079,8680.0%27,1870.2%ETFUNPUnion Pacific$1,070,562$80,988 ▼-7.0%4,6530.2%TransportationVVisa$1,067,560$98,342 ▼-8.4%3,0070.2%Business ServicesIJTiShares S&P Small-Cap 600 Growth ETF$993,1440.0%7,4650.2%ETFIBMInternational Business Machines$982,797$1,474 ▲0.2%3,3340.2%Computer and TechnologyVEEVVeeva Systems$899,938$288 ▼0.0%3,1250.2%MedicalKOCocaCola$661,5130.0%9,3500.1%Consumer StaplesGOOGAlphabet$636,298$1,597 ▲0.3%3,5870.1%Computer and TechnologyDISWalt Disney$636,144$7,936 ▼-1.2%5,1300.1%Consumer DiscretionaryPFEPfizer$585,040$945 ▲0.2%24,1350.1%MedicalDFSUDimensional US Sustainability Core 1 ETF$556,4470.0%14,1770.1%ETFGLWCorning$548,303$210 ▼0.0%10,4260.1%Computer and TechnologyKKellanova$539,1340.0%6,7790.1%Consumer DiscretionaryDFGRDimensional Global Real Estate ETF$519,000$109,493 ▲26.7%19,3440.1%ETFFLOTiShares Floating Rate Bond ETF$470,711$7,041 ▼-1.5%9,2260.1%ETFROKRockwell Automation$451,419$332 ▼-0.1%1,3590.1%Computer and TechnologyMMCMarsh & McLennan Companies$437,280$305,003 ▼-41.1%2,0000.1%FinanceCATCaterpillar$394,421$388 ▼-0.1%1,0160.1%IndustrialsHDHome Depot$393,147$13,569 ▼-3.3%1,0720.1%Retail/WholesalePEPPepsiCo$387,6690.0%2,9360.1%Consumer StaplesIEURiShares Core MSCI Europe ETF$386,277$386,277 ▲New Holding5,8350.1%ETFAMGNAmgen$380,519$279 ▼-0.1%1,3630.1%MedicalMCDMcDonald's$374,8620.0%1,2830.1%Retail/WholesaleLLYEli Lilly and Company$364,8200.0%4680.1%MedicalPFGCPerformance Food Group$336,6720.0%3,8490.1%Retail/WholesaleNVDANVIDIA$315,980$4,898 ▲1.6%2,0000.1%Computer and TechnologyBXBlackstone$315,315$150 ▼0.0%2,1080.1%FinanceMETAMeta Platforms$313,702$3,691 ▼-1.2%4250.1%Computer and TechnologyCWTCalifornia Water Service Group$300,623$136 ▼0.0%6,6100.1%UtilitiesGDXVanEck Gold Miners ETF$281,957$281,957 ▲New Holding5,4160.1%ETFDIMENSIONAL ETF TRUST$279,433$279,433 ▲New Holding4,1800.1%US CORE EQUITY 1IWBiShares Russell 1000 ETF$273,6930.0%8060.0%ETFRSGRepublic Services$267,325$1,480 ▼-0.6%1,0840.0%Business ServicesORLYO'Reilly Automotive$264,982$247,136 ▲1,384.8%2,9400.0%Retail/WholesalePMPhilip Morris International$254,436$24,770 ▲10.8%1,3970.0%Consumer StaplesDFARDimensional US Real Estate ETF$233,8490.0%9,9680.0%ETFSCHFSchwab International Equity ETF$230,9700.0%10,4510.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$226,1360.0%4,4410.0%ETFBKBank of New York Mellon$224,222$234,335 ▼-51.1%2,4610.0%FinanceMAMastercard$220,842$562 ▲0.3%3930.0%Business ServicesYUMYum! Brands$203,599$89,056 ▼-30.4%1,3740.0%Retail/WholesaleAMTXAemetis$38,6880.0%15,6000.0%EnergyRHIRobert Half$0$7,880,961 ▼-100.0%00.0%Business ServicesBMYBristol Myers Squibb$0$258,018 ▼-100.0%00.0%MedicalXLKTechnology Select Sector SPDR Fund$0$234,148 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$217,498 ▼-100.0%00.0%FinanceOKEONEOK$0$203,798 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. 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