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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 $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
$35,092,025
Microsoft
$33,678,558
Progressive
$26,735,932
Bank of America
$26,373,387
Alphabet
$25,106,607

Largest New Holdings this Quarter

443510607 - Hubbell
$12,715,029 Holding
98149E303 - SPDR Gold MiniShares Trust
$1,666,632 Holding
46434V738 - iShares Core MSCI Europe ETF
$386,277 Holding
92189F106 - VanEck Gold Miners ETF
$281,957 Holding
25434V625 - 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 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
$35,092,025$544,062 -1.5%72,2406.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$33,678,558$525,761 -1.5%67,7086.1%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$26,735,932$323,968 -1.2%100,1874.9%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$26,373,387$1,592,082 6.4%557,3414.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$25,106,607$427,534 -1.7%142,4654.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$24,604,803$234,714 -0.9%119,9244.5%Computer and Technology
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$18,807,559$306,278 -1.6%143,0783.4%Business Services
W.R. Berkley Corporation stock logo
WRB
W.R. Berkley
$17,357,728$364,264 -2.1%236,2563.2%Finance
Adobe Inc. stock logo
ADBE
Adobe
$17,026,976$269,655 -1.6%44,0113.1%Computer and Technology
Waters Corporation stock logo
WAT
Waters
$16,927,044$239,092 -1.4%48,4963.1%Medical
Markel Group Inc. stock logo
MKL
Markel Group
$16,596,064$285,622 -1.7%8,3093.0%Multi-Sector Conglomerates
VeriSign, Inc. stock logo
VRSN
VeriSign
$16,535,533$4,534,449 -21.5%57,2563.0%Computer and Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$15,464,461$238,929 -1.5%72,6852.8%Finance
Burke & Herbert Financial Services Corp. stock logo
BHRB
Burke & Herbert Financial Services
$15,355,3880.0%257,0802.8%Finance
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$15,180,173$297,922 2.0%426,8892.8%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$14,824,524$217,071 -1.4%161,7872.7%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,218,464$178,803 -1.2%64,8092.6%Retail/Wholesale
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$14,101,437$697,359 -4.7%130,8112.6%Energy
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$13,860,389$962,760 7.5%200,8172.5%Medical
SIMPLIFY EXCHANGE TRADED FUN
$12,784,170$2,964,176 30.2%255,2242.3%MBS ETF
Hubbell Inc stock logo
HUBB
Hubbell
$12,715,029$12,715,029 New Holding31,1332.3%Industrials
Accenture PLC stock logo
ACN
Accenture
$10,716,103$64,560 -0.6%35,8532.0%Computer and Technology
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$10,351,217$1,849,734 21.8%244,3631.9%ETF
CarMax, Inc. stock logo
KMX
CarMax
$9,962,538$264,404 -2.6%148,2301.8%Retail/Wholesale
Diageo plc stock logo
DEO
Diageo
$9,916,505$157,210 -1.6%98,3391.8%Consumer Staples
Comcast Corporation stock logo
CMCSA
Comcast
$9,878,992$1,765,691 21.8%276,8001.8%Consumer Discretionary
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$7,892,7010.0%98,5111.4%Finance
Valero Energy Corporation stock logo
VLO
Valero Energy
$7,596,358$141,007 -1.8%56,5121.4%Energy
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$7,566,158$283,911 -3.6%104,1741.4%Finance
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$7,087,853$761,128 12.0%205,0291.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$5,022,761$211,599 -4.0%140,1440.9%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$4,409,382$104,159 2.4%87,7140.8%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$4,186,573$41,422 -1.0%171,7220.8%ETF
DCMB
Doubleline Commercial Real Estate ETF
$3,010,687$2,804,952 1,363.4%57,8620.5%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$2,564,214$186,583 7.8%86,9520.5%ETF
Chevron Corporation stock logo
CVX
Chevron
$2,484,347$259,174 -9.4%17,3500.5%Energy
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$2,158,628$198,626 10.1%74,5640.4%ETF
DFSI
Dimensional International Sustainability Core 1 ETF
$1,802,4560.0%45,7360.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,792,617$241,611 -11.9%2,9010.3%Finance
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,695,648$30,398 1.8%57,7340.3%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$1,693,905$470,163 38.4%67,6750.3%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,666,632$1,666,632 New Holding25,4370.3%Finance
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$1,642,488$157,509 10.6%30,4390.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,635,898$17,844 -1.1%10,2680.3%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$1,614,638$283,075 -14.9%7,7060.3%Aerospace
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,577,855$2,455 0.2%59,1400.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,442,5120.0%23,1320.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,407,7050.0%4,8560.3%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,373,047$104,934 -7.1%1,3870.3%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,132,786$424,337 -27.3%7,4160.2%Medical
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$1,079,8680.0%27,1870.2%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,070,562$80,988 -7.0%4,6530.2%Transportation
Visa Inc. stock logo
V
Visa
$1,067,560$98,342 -8.4%3,0070.2%Business Services
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$993,1440.0%7,4650.2%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$982,797$1,474 0.2%3,3340.2%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$899,938$288 0.0%3,1250.2%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$661,5130.0%9,3500.1%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$636,298$1,597 0.3%3,5870.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$636,144$7,936 -1.2%5,1300.1%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$585,040$945 0.2%24,1350.1%Medical
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$556,4470.0%14,1770.1%ETF
Corning Incorporated stock logo
GLW
Corning
$548,303$210 0.0%10,4260.1%Computer and Technology
Kellanova stock logo
K
Kellanova
$539,1340.0%6,7790.1%Consumer Discretionary
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$519,000$109,493 26.7%19,3440.1%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$470,711$7,041 -1.5%9,2260.1%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$451,419$332 -0.1%1,3590.1%Computer and Technology
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$437,280$305,003 -41.1%2,0000.1%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$394,421$388 -0.1%1,0160.1%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$393,147$13,569 -3.3%1,0720.1%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$387,6690.0%2,9360.1%Consumer Staples
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$386,277$386,277 New Holding5,8350.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$380,519$279 -0.1%1,3630.1%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$374,8620.0%1,2830.1%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$364,8200.0%4680.1%Medical
Performance Food Group Company stock logo
PFGC
Performance Food Group
$336,6720.0%3,8490.1%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$315,980$4,898 1.6%2,0000.1%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$315,315$150 0.0%2,1080.1%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$313,702$3,691 -1.2%4250.1%Computer and Technology
California Water Service Group stock logo
CWT
California Water Service Group
$300,623$136 0.0%6,6100.1%Utilities
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$281,957$281,957 New Holding5,4160.1%ETF
DIMENSIONAL ETF TRUST
$279,433$279,433 New Holding4,1800.1%US CORE EQUITY 1
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$273,6930.0%8060.0%ETF
Republic Services, Inc. stock logo
RSG
Republic Services
$267,325$1,480 -0.6%1,0840.0%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$264,982$247,136 1,384.8%2,9400.0%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$254,436$24,770 10.8%1,3970.0%Consumer Staples
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$233,8490.0%9,9680.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$230,9700.0%10,4510.0%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$226,1360.0%4,4410.0%ETF
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$224,222$234,335 -51.1%2,4610.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$220,842$562 0.3%3930.0%Business Services
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$203,599$89,056 -30.4%1,3740.0%Retail/Wholesale
Aemetis, Inc stock logo
AMTX
Aemetis
$38,6880.0%15,6000.0%Energy
Robert Half Inc. stock logo
RHI
Robert Half
$0$7,880,961 -100.0%00.0%Business Services
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$258,018 -100.0%00.0%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$234,148 -100.0%00.0%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$0$217,498 -100.0%00.0%Finance
ONEOK, Inc. stock logo
OKE
ONEOK
$0$203,798 -100.0%00.0%Energy

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