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Hutchinson Capital Management/Ca Top Holdings and 13F Report (2025)

About Hutchinson Capital Management/Ca

Investment Activity

  • Hutchinson Capital Management/Ca has $524.15 million in total holdings as of March 31, 2025.
  • Hutchinson Capital Management/Ca owns shares of 92 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
  • Approximately 5.17% of the portfolio was purchased this quarter.
  • About 5.18% of the portfolio was sold this quarter.
  • This quarter, Hutchinson Capital Management/Ca has purchased 93 new stocks and bought additional shares in 24 stocks.
  • Hutchinson Capital Management/Ca sold shares of 45 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$39,070,069
Progressive
$28,697,528
Apple
$26,892,893
Microsoft
$25,813,634
Alphabet
$22,405,944

Largest New Holdings this Quarter

25861R303 - Doubleline Commercial Real Estate ETF
$205,094 Holding
718172109 - Philip Morris International
$200,159 Holding

Largest Purchases this Quarter

Adobe
44,189 shares (about $16.95M)
Comcast
133,546 shares (about $4.93M)
SIMPLIFY EXCHANGE TRADED FUN
62,590 shares (about $3.14M)
Novo Nordisk A/S
11,217 shares (about $778.91K)
Schwab U.S. TIPS ETF
11,156 shares (about $299.98K)

Largest Sales this Quarter

VeriSign
4,149 shares (about $1.05M)
Microsoft
1,564 shares (about $587.11K)
Berkshire Hathaway
1,002 shares (about $533.65K)
CarMax
4,095 shares (about $319.08K)
Progressive
1,059 shares (about $299.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHutchinson Capital Management/Ca

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$39,070,069$533,645 -1.3%73,3607.5%Finance
The Progressive Co. stock logo
PGR
Progressive
$28,697,528$299,708 -1.0%101,4015.5%Finance
Apple Inc. stock logo
AAPL
Apple
$26,892,893$276,997 -1.0%121,0685.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$25,813,634$587,109 -2.2%68,7654.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$22,405,944$294,435 -1.3%144,8914.3%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$21,853,846$216,412 -1.0%523,6964.2%Finance
VeriSign, Inc. stock logo
VRSN
VeriSign
$18,521,594$1,053,307 -5.4%72,9573.5%Computer and Technology
Waters Co. stock logo
WAT
Waters
$18,126,641$237,728 -1.3%49,1813.5%Medical
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$17,578,332$269,463 -1.5%145,4083.4%Business Services
W. R. Berkley Co. stock logo
WRB
W. R. Berkley
$17,164,788$230,914 -1.3%241,2143.3%Finance
Adobe Inc. stock logo
ADBE
Adobe
$17,146,859$16,947,807 8,514.3%44,7083.3%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$16,326,680$124,638 -0.8%137,2803.1%Energy
Starbucks Co. stock logo
SBUX
Starbucks
$16,102,031$152,628 -0.9%164,1563.1%Retail/Wholesale
Markel Group Inc. stock logo
MKL
Markel Group
$15,801,944$155,178 -1.0%8,4523.0%Multi-Sector Conglomerates
Burke & Herbert Financial Services Corp. stock logo
BHRB
Burke & Herbert Financial Services
$14,424,7590.0%257,0802.8%Finance
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$13,869,455$157,846 -1.1%418,5112.6%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$13,233,774$159,398 -1.2%73,8082.5%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$12,976,114$778,908 6.4%186,8682.5%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,485,637$139,270 -1.1%65,6242.4%Retail/Wholesale
CarMax, Inc. stock logo
KMX
CarMax
$11,856,619$319,082 -2.6%152,1642.3%Retail/Wholesale
Accenture plc stock logo
ACN
Accenture
$11,254,971$85,811 -0.8%36,0692.1%Computer and Technology
Diageo plc stock logo
DEO
Diageo
$10,468,311$9,745 -0.1%99,8982.0%Consumer Staples
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$9,998,758$49,493 -0.5%108,0831.9%Finance
SIMPLIFY EXCHANGE TRADED FUN
$9,829,797$3,138,263 46.9%196,0471.9%MBS ETF
Comcast Co. stock logo
CMCSA
Comcast
$8,388,366$4,927,847 142.4%227,3271.6%Consumer Discretionary
Robert Half Inc. stock logo
RHI
Robert Half
$7,880,961$201,617 -2.5%144,4721.5%Business Services
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$7,714,754$38,248 0.5%200,6961.5%ETF
Valero Energy Co. stock logo
VLO
Valero Energy
$7,602,096$94,166 -1.2%57,5611.5%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$7,072,1050.0%98,5111.3%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$5,715,465$26,951 0.5%183,0121.1%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$4,818,124$49,023 1.0%146,0480.9%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$4,273,531$201,346 4.9%85,6420.8%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$4,221,057$224,317 5.6%173,4210.8%ETF
Chevron Co. stock logo
CVX
Chevron
$3,205,276$226,009 -6.6%19,1600.6%Energy
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$2,172,038$4,526 0.2%80,6250.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,841,737$271,897 -12.9%3,2920.4%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,768,960$3,920 -0.2%10,3800.3%Consumer Staples
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$1,752,831$38,887 2.3%67,7030.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,690,565$42,123 -2.4%10,1940.3%Medical
DFSI
Dimensional International Sustainability Core 1 ETF
$1,595,7290.0%45,7360.3%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,587,801$299,985 23.3%59,0480.3%ETF
The Boeing Company stock logo
BA
Boeing
$1,544,671$25,071 -1.6%9,0570.3%Aerospace
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,485,514$5,554 0.4%56,6990.3%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$1,417,005$15,807 1.1%27,5200.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,412,050$946 0.1%1,4930.3%Retail/Wholesale
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,363,8630.0%23,1320.3%Finance
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$1,215,4300.0%48,8910.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,191,094$106,698 -8.2%4,8560.2%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$1,182,381$1,417 0.1%5,0050.2%Transportation
Visa Inc. stock logo
V
Visa
$1,150,836$56,771 -4.7%3,2840.2%Business Services
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$1,018,6970.0%27,1870.2%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$929,3930.0%7,4650.2%ETF
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$828,482$67,108 -7.5%3,3950.2%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$827,789$746 -0.1%3,3290.2%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$724,075$463 0.1%3,1260.1%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$669,647$80,716 -10.8%9,3500.1%Consumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$610,601$79,822 -11.6%24,0960.1%Medical
Kellanova stock logo
K
Kellanova
$559,2000.0%6,7790.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$558,991$3,593 0.6%3,5780.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$512,626$10,363 -2.0%5,1940.1%Consumer Discretionary
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$507,6780.0%14,1770.1%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$478,032$6,994 -1.4%9,3640.1%ETF
Corning Incorporated stock logo
GLW
Corning
$477,485$92 0.0%10,4300.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$440,224$6,148 -1.4%2,9360.1%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$424,905$1,558 0.4%1,3640.1%Medical
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$422,1180.0%5,0330.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$406,546$1,100 0.3%1,1090.1%Retail/Wholesale
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$400,806$6,224 1.6%15,2630.1%ETF
McDonald's Co. stock logo
MCD
McDonald's
$400,7790.0%1,2830.1%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$386,5260.0%4680.1%Medical
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$351,3970.0%1,3600.1%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$335,4070.0%1,0170.1%Industrials
California Water Service Group stock logo
CWT
California Water Service Group
$320,466$97 0.0%6,6130.1%Utilities
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$310,786$315 0.1%1,9750.1%Retail/Wholesale
Performance Food Group stock logo
PFGC
Performance Food Group
$302,6470.0%3,8490.1%Retail/Wholesale
Blackstone Inc. stock logo
BX
Blackstone
$294,7960.0%2,1090.1%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$283,6510.0%1980.1%Retail/Wholesale
Republic Services, Inc. stock logo
RSG
Republic Services
$263,9540.0%1,0900.1%Business Services
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$258,018$5,429 -2.1%4,2300.0%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$247,845$2,882 1.2%4300.0%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$247,2320.0%8060.0%ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$236,9390.0%9,9680.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$234,148$86,309 -26.9%1,1340.0%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$225,8250.0%4,4410.0%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$217,498$132,262 -37.8%5180.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$214,863$548 -0.3%3920.0%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$213,400$30,997 -12.7%1,9690.0%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$206,723$40,213 -16.3%10,4510.0%ETF
DCMB
Doubleline Commercial Real Estate ETF
$205,094$205,094 New Holding3,9540.0%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$203,798$1,389 -0.7%2,0540.0%Energy
Philip Morris International Inc. stock logo
PM
Philip Morris International
$200,159$200,159 New Holding1,2610.0%Consumer Staples
Aemetis, Inc. stock logo
AMTX
Aemetis
$27,144$13,224 -32.8%15,6000.0%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$16,947,828 -100.0%00.0%Medical
AMENTUM HOLDINGS INC
$0$3,059,655 -100.0%00.0%COM
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$215,275 -100.0%00.0%Medical

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