Hutchinson Capital Management/Ca Top Holdings and 13F Report (2026)

About Hutchinson Capital Management/Ca

Investment Activity

Hutchinson Capital Management/Ca has $583.67 million in total holdings as of June 30, 2026.
Hutchinson Capital Management/Ca owns shares of 108 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 6.76% of the portfolio was purchased this quarter.
About 5.38% of the portfolio was sold this quarter.
This quarter, Hutchinson Capital Management/Ca has purchased 97 new stocks and bought additional shares in 53 stocks.
Hutchinson Capital Management/Ca sold shares of 27 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $35,832,428
Apple: $34,903,010
Alphabet: $31,730,882
Microsoft: $26,265,026
Progressive: $22,045,342

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $5,356,472 Holding
43849R105 - HONEYWELL AEROSPACE INC: $5,288,897 Holding
595112103 - Micron Technology: $593,305 Holding
81369Y506 - Energy Select Sector SPDR Fund: $506,697 Holding
007903107 - Advanced Micro Devices: $433,359 Holding

Largest Purchases this Quarter

Mastercard: 23,014 shares (about $11.82M)
HONEYWELL INTL INC: 23,924 shares (about $5.36M)
HONEYWELL AEROSPACE INC: 23,923 shares (about $5.29M)
ExxonMobil: 11,229 shares (about $1.54M)
DIMENSIONAL ETF TRUST: 15,102 shares (about $1.24M)

Largest Sales this Quarter

Bank of America: 141,735 shares (about $8.08M)
Alphabet: 20,762 shares (about $7.42M)
Capital One Financial: 26,841 shares (about $5.38M)
Markel Group: 2,666 shares (about $5.21M)
Procter & Gamble: 3,936 shares (about $577.17K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$35,832,428	$9,507 â–¼	0.0%	71,609	6.1%	Finance
AAPL Apple	$34,903,010	$1,040,542 â–²	3.1%	120,621	6.0%	Technology
GOOGL Alphabet	$31,730,882	$7,419,716 â–¼	-19.0%	88,790	5.4%	Communication Services
MSFT Microsoft	$26,265,026	$212,248 â–²	0.8%	70,412	4.5%	Technology
PGR Progressive	$22,045,342	$109,662 â–¼	-0.5%	100,917	3.8%	Finance
SIMPLIFY EXCHANGE TRADED FUN	$19,723,294	$1,100,640 â–²	5.9%	401,942	3.4%	MBS ETF
XOM ExxonMobil	$19,116,235	$1,535,232 â–²	8.7%	139,820	3.3%	Energy
DUHP Dimensional US High Profitability ETF	$18,843,098	$134,454 â–²	0.7%	451,548	3.2%	ETF
BHRB Burke & Herbert Financial Services	$18,617,489	$71,860 â–²	0.4%	259,080	3.2%	Finance
J Jacobs Solutions	$17,880,995	$522,269 â–²	3.0%	141,913	3.1%	Industrials
AMZN Amazon.com	$17,611,915	$26,932 â–¼	-0.2%	73,894	3.0%	Consumer Discretionary
WAT Waters	$17,394,730	$222,399 â–¼	-1.3%	46,381	3.0%	Healthcare
AVGO Broadcom	$16,410,216	$278,780 â–²	1.7%	43,442	2.8%	Technology
WRB W.R. Berkley	$16,354,426	$72,434 â–¼	-0.4%	231,879	2.8%	Finance
BAC Bank of America	$16,293,734	$8,076,069 â–¼	-33.1%	285,955	2.8%	Finance
HUBB Hubbell	$16,086,307	$25,114 â–¼	-0.2%	30,746	2.8%	Industrials
DFAU Dimensional US Core Equity Market ETF	$15,606,658	$271,528 â–²	1.8%	301,928	2.7%	ETF
VLO Valero Energy	$14,216,667	$112,510 â–¼	-0.8%	54,587	2.4%	Energy
VRSN VeriSign	$13,975,919	$78,487 â–¼	-0.6%	55,557	2.4%	Technology
MA Mastercard	$12,032,621	$11,819,991 â–²	5,558.9%	23,428	2.1%	Finance
DFAI Dimensional International Core Equity Market ETF	$11,634,356	$743,572 â–²	6.8%	282,045	2.0%	ETF
MKL Markel Group	$10,710,307	$5,206,725 â–¼	-32.7%	5,484	1.8%	Finance
ADBE Adobe	$10,637,668	$411,475 â–¼	-3.7%	51,886	1.8%	Technology
NVO Novo Nordisk A/S	$9,012,001	$308,877 â–¼	-3.3%	187,985	1.5%	Healthcare
COF Capital One Financial	$8,855,969	$5,384,842 â–¼	-37.8%	44,143	1.5%	Finance
ZTS Zoetis	$7,785,600	$250,791 â–¼	-3.1%	108,344	1.3%	Healthcare
WFC Wells Fargo & Company	$7,635,192	$2,231 â–²	0.0%	92,391	1.3%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$7,311,282	$172,693 â–¼	-2.3%	164,817	1.3%	ETF
DCMB Doubleline Commercial Real Estate ETF	$6,993,986	$371,960 â–²	5.6%	135,006	1.2%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$6,814,600	$607,532 â–²	9.8%	135,668	1.2%	ETF
ACN Accenture	$6,237,057	$250,000 â–¼	-3.9%	50,121	1.1%	Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$6,130,450	$321,183 â–²	5.5%	253,954	1.1%	ETF
DIMENSIONAL ETF TRUST	$5,400,187	$1,238,062 â–²	29.7%	65,872	0.9%	US COR EQU 1 ETF
HONEYWELL INTL INC	$5,356,472	$5,356,472 â–²	New Holding	23,924	0.9%	COM
HONEYWELL AEROSPACE INC	$5,288,897	$5,288,897 â–²	New Holding	23,923	0.9%	COM
DFAE Dimensional Emerging Core Equity Market ETF	$4,133,628	$181,870 â–²	4.6%	102,801	0.7%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$4,123,722	$526,701 â–²	14.6%	111,936	0.7%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$4,015,215	$1,024,475 â–²	34.3%	162,823	0.7%	ETF
DIHP Dimensional International High Profitability ETF	$3,638,476	$123,567 â–²	3.5%	106,622	0.6%	ETF
CVX Chevron	$3,073,356	$249,469 â–²	8.8%	18,541	0.5%	Energy
DFAT Dimensional U.S. Targeted Value ETF	$2,819,976	$266,459 â–²	10.4%	40,343	0.5%	ETF
GLW Corning	$2,648,554	$14,560 â–¼	-0.5%	10,369	0.5%	Technology
DFSI Dimensional International Sustainability Core 1 ETF	$2,069,504		0.0%	45,887	0.4%	ETF
SCHP Schwab U.S. TIPS ETF	$1,957,290	$149,619 â–²	8.3%	73,860	0.3%	ETF
JNJ Johnson & Johnson	$1,762,285	$10,159 â–¼	-0.6%	6,939	0.3%	Healthcare
IAU iShares Gold Trust	$1,746,697		0.0%	23,132	0.3%	ETF
BA Boeing	$1,677,859	$32,903 â–²	2.0%	7,751	0.3%	Industrials
GLDM SPDR Gold MiniShares Trust	$1,615,641	$404,565 â–¼	-20.0%	20,343	0.3%	ETF
JPM JPMorgan Chase & Co.	$1,515,428	$21,930 â–²	1.5%	4,630	0.3%	Finance
SPY SPDR S&P 500 ETF Trust	$1,498,767	$143,380 â–¼	-8.7%	2,007	0.3%	ETF
GOOG Alphabet	$1,355,374	$123,312 â–²	10.0%	3,836	0.2%	Communication Services
IJT iShares S&P Small-Cap 600 Growth ETF	$1,333,249		0.0%	7,465	0.2%	ETF
EWU iShares MSCI United Kingdom ETF	$1,254,408		0.0%	27,187	0.2%	ETF
COST Costco Wholesale	$1,213,305	$68,289 â–²	6.0%	1,297	0.2%	Consumer Staples
NVDA NVIDIA	$1,177,330	$730,329 â–²	163.4%	5,884	0.2%	Technology
IBM International Business Machines	$1,122,872	$60,741 â–²	5.7%	3,993	0.2%	Technology
V Visa	$1,040,519	$5,146 â–²	0.5%	3,033	0.2%	Finance
CAT Caterpillar	$963,735	$28,752 â–¼	-2.9%	905	0.2%	Industrials
DFGR Dimensional Global Real Estate ETF	$882,745	$64,458 â–²	7.9%	30,471	0.2%	ETF
PG Procter & Gamble	$811,212	$577,175 â–¼	-41.6%	5,532	0.1%	Consumer Staples
KO CocaCola	$763,694	$3,170 â–²	0.4%	9,397	0.1%	Consumer Staples
DFSU Dimensional US Sustainability Core 1 ETF	$679,399		0.0%	14,570	0.1%	ETF
ROK Rockwell Automation	$664,397	$7,426 â–¼	-1.1%	1,342	0.1%	Industrials
LLY Eli Lilly and Company	$636,897	$67,168 â–²	11.8%	531	0.1%	Healthcare
MU Micron Technology	$593,305	$593,305 â–²	New Holding	514	0.1%	Technology
VEEV Veeva Systems	$587,248	$33,364 â–²	6.0%	3,309	0.1%	Healthcare
VOO Vanguard S&P 500 ETF	$587,223	$177,197 â–²	43.2%	855	0.1%	ETF
XLE Energy Select Sector SPDR Fund	$506,697	$506,697 â–²	New Holding	9,541	0.1%	ETF
AMGN Amgen	$496,409	$724 â–²	0.1%	1,371	0.1%	Healthcare
HD Home Depot	$488,214	$152,743 â–²	45.5%	1,384	0.1%	Consumer Discretionary
PEP PepsiCo	$460,902	$69,325 â–²	17.7%	3,404	0.1%	Consumer Staples
PFE Pfizer	$455,746	$72 â–²	0.0%	18,926	0.1%	Healthcare
PFGC Performance Food Group	$441,459	$29,065 â–²	7.0%	3,949	0.1%	Consumer Staples
AMD Advanced Micro Devices	$433,359	$433,359 â–²	New Holding	746	0.1%	Technology
FLOT iShares Floating Rate Bond ETF	$427,595	$20,165 â–¼	-4.5%	8,376	0.1%	ETF
GE GE Aerospace	$413,719	$413,719 â–²	New Holding	1,107	0.1%	Industrials
GDX VanEck Gold Miners ETF	$408,637		0.0%	5,416	0.1%	ETF
MCD McDonald's	$403,850	$48,657 â–²	13.7%	1,494	0.1%	Consumer Discretionary
DIMENSIONAL ETF TRUST	$377,605	$1,987 â–²	0.5%	4,561	0.1%	WORLD EQUITY ETF
DFAR Dimensional US Real Estate ETF	$365,351		0.0%	13,966	0.1%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$353,738	$353,738 â–²	New Holding	4,894	0.1%	ETF
MARSH & MCLENNAN COS INC	$335,173	$2,000 â–²	0.6%	2,011	0.1%	COM
CWT California Water Service Group	$330,285	$8,611 â–²	2.7%	6,789	0.1%	Utilities
IWB iShares Russell 1000 ETF	$330,057		0.0%	806	0.1%	ETF
META Meta Platforms	$326,718	$79,990 â–²	32.4%	580	0.1%	Communication Services
JMST JPMorgan Ultra-Short Municipal ETF	$326,298		0.0%	6,398	0.1%	ETF
BMY Bristol Myers Squibb	$325,409	$116,921 â–²	56.1%	5,647	0.1%	Healthcare
DIS Walt Disney	$311,594	$106,079 â–¼	-25.4%	3,237	0.1%	Communication Services
MRK Merck & Co., Inc.	$297,863	$2,185 â–¼	-0.7%	2,318	0.1%	Healthcare
SCHF Schwab International Equity ETF	$289,496		0.0%	10,451	0.0%	ETF
BANK OF NY MELLON CORP	$275,048	$1,880 â–²	0.7%	1,902	0.0%	COM
ORLY O'Reilly Automotive	$274,704	$1,658 â–²	0.6%	2,983	0.0%	Consumer Discretionary
KLAC KLA	$271,539	$271,539 â–²	New Holding	900	0.0%	Technology
GE VERNOVA INC	$270,218	$270,218 â–²	New Holding	230	0.0%	COM
INFL Horizon Kinetics Inflation Beneficiaries ETF	$249,400		0.0%	5,000	0.0%	ETF
FNDF Schwab Fundamental International Equity ETF	$247,972		0.0%	4,700	0.0%	ETF
BX Blackstone	$247,931		0.0%	2,107	0.0%	Finance
PSX Phillips 66	$239,544	$1,691 â–²	0.7%	1,417	0.0%	Energy
RSG Republic Services	$236,519	$639 â–²	0.3%	1,110	0.0%	Industrials
PM Philip Morris International	$235,364	$1,085 â–²	0.5%	1,301	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Hutchinson Capital Management/Ca Top Holdings and 13F Report (2026)

About Hutchinson Capital Management/Ca

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Hutchinson Capital Management/Ca Top Holdings and 13F Report (2026)

About Hutchinson Capital Management/Ca

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHutchinson Capital Management/Ca

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools