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

About Hutchinson Capital Management/Ca

Investment Activity

  • Hutchinson Capital Management/Ca has $544.09 million in total holdings as of March 31, 2026.
  • Hutchinson Capital Management/Ca owns shares of 97 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 6.93% of the portfolio was purchased this quarter.
  • About 7.97% of the portfolio was sold this quarter.
  • This quarter, Hutchinson Capital Management/Ca has purchased 98 new stocks and bought additional shares in 35 stocks.
  • Hutchinson Capital Management/Ca sold shares of 36 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$34,324,138
Alphabet
$31,502,773
Apple
$29,699,801
Microsoft
$25,853,725
ExxonMobil
$21,816,759

Largest New Holdings this Quarter

11135F101 - Broadcom
$13,217,315 Holding
718546104 - Phillips 66
$256,327 Holding
110122108 - Bristol Myers Squibb
$219,462 Holding
78463V107 - SPDR Gold Shares
$208,691 Holding

Largest Purchases this Quarter

Broadcom
42,704 shares (about $13.22M)
Zoetis
36,904 shares (about $4.36M)
Adobe
10,500 shares (about $2.55M)
SIMPLIFY EXCHANGE TRADED FUN
43,646 shares (about $2.16M)
Amazon.com
9,095 shares (about $1.89M)

Largest Sales this Quarter

Starbucks
155,620 shares (about $13.94M)
Alphabet
30,455 shares (about $8.76M)
Bank of America
124,124 shares (about $6.05M)
Dimensional US Core Equity Market ETF
26,957 shares (about $1.22M)
Apple
1,755 shares (about $445.40K)

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
$34,324,138$344,066 â–¼-1.0%71,6286.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$31,502,773$8,757,640 â–¼-21.8%109,5525.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$29,699,801$445,402 â–¼-1.5%117,0255.5%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$25,853,725$1,127,535 â–²4.6%69,8434.8%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$21,816,759$181,536 â–¼-0.8%128,5914.0%Energy
Bank of America Corporation stock logo
BAC
Bank of America
$20,849,870$6,051,040 â–¼-22.5%427,6903.8%Finance
The Progressive Corporation stock logo
PGR
Progressive
$20,105,324$171,676 â–¼-0.8%101,4193.7%Finance
SIMPLIFY EXCHANGE TRADED FUN
$18,770,664$2,158,731 â–²13.0%379,5123.4%MBS ETF
Jacobs Solutions Inc. stock logo
J
Jacobs Solutions
$17,535,068$353,838 â–¼-2.0%137,7683.2%Business Services
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$16,480,464$28,526 â–²0.2%448,3263.0%ETF
Burke & Herbert Financial Services Corp. stock logo
BHRB
Burke & Herbert Financial Services
$16,075,8030.0%258,0803.0%Finance
Markel Group Inc. stock logo
MKL
Markel Group
$15,599,671$137,813 â–¼-0.9%8,1502.9%Multi-Sector Conglomerates
W.R. Berkley Corporation stock logo
WRB
W.R. Berkley
$15,437,010$137,332 â–¼-0.9%232,9062.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,413,455$1,894,218 â–²14.0%74,0072.8%Retail/Wholesale
Hubbell Inc stock logo
HUBB
Hubbell
$15,111,848$219,361 â–¼-1.4%30,7942.8%Industrials
Waters Corporation stock logo
WAT
Waters
$13,988,857$213,225 â–¼-1.5%46,9742.6%Medical
VeriSign, Inc. stock logo
VRSN
VeriSign
$13,875,625$318,398 â–¼-2.2%55,8692.6%Computer and Technology
Valero Energy Corporation stock logo
VLO
Valero Energy
$13,594,122$221,878 â–¼-1.6%55,0192.5%Energy
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$13,385,976$1,216,300 â–¼-8.3%296,6752.5%ETF
Zoetis Inc. stock logo
ZTS
Zoetis
$13,219,897$4,362,422 â–²49.3%111,8342.4%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$13,217,315$13,217,315 â–²New Holding42,7042.4%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$13,100,310$2,552,340 â–²24.2%53,8932.4%Computer and Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$12,949,611$189,727 â–¼-1.4%70,9842.4%Finance
Accenture PLC stock logo
ACN
Accenture
$10,336,858$85,265 â–²0.8%52,1301.9%Computer and Technology
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$10,286,180$645,100 â–²6.7%264,0191.9%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$7,353,098$164,395 â–¼-2.2%92,3641.4%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$7,145,229$202,603 â–¼-2.8%194,4281.3%Medical
DCMB
Doubleline Commercial Real Estate ETF
$6,641,839$1,012,233 â–²18.0%127,8261.2%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$6,556,071$1,367,600 â–²26.4%168,7101.2%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$6,172,481$1,334,666 â–²27.6%123,5731.1%Manufacturing
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$5,840,552$1,731,301 â–²42.1%240,6491.1%ETF
DIMENSIONAL ETF TRUST
$3,659,502$1,893,758 â–²107.2%50,7700.7%US CORE EQUITY 1
Chevron Corporation stock logo
CVX
Chevron
$3,524,748$1,448 â–¼0.0%17,0360.6%Energy
DFAE
Dimensional Emerging Core Equity Market ETF
$3,327,693$320,993 â–²10.7%98,2780.6%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$3,318,692$106,262 â–²3.3%103,0010.6%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$3,316,797$1,406,630 â–²73.6%97,6390.6%ETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$3,021,060$852,445 â–²39.3%121,2790.6%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$2,357,7560.0%25,4370.4%Finance
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$2,281,361$124,026 â–²5.7%36,5310.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$2,039,3170.0%23,1320.4%Finance
DFSI
Dimensional International Sustainability Core 1 ETF
$1,945,609$6,402 â–²0.3%45,8870.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,815,175$187,601 â–²11.5%68,2140.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,705,9350.0%6,9790.3%Medical
The Boeing Company stock logo
BA
Boeing
$1,512,4290.0%7,5990.3%Aerospace
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,430,098$409,714 â–¼-22.3%2,1990.3%Finance
Corning Incorporated stock logo
GLW
Corning
$1,417,6230.0%10,4260.3%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,367,558$67,453 â–¼-4.7%9,4680.3%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,342,153$88,241 â–¼-6.2%4,5630.2%Finance
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$1,238,6400.0%27,1870.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,219,630$1,993 â–¼-0.2%1,2240.2%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$1,134,006$5,338 â–²0.5%4,6740.2%Transportation
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$1,080,2600.0%7,4650.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,000,281$33,276 â–¼-3.2%3,4870.2%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$915,507$970 â–¼-0.1%3,7770.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$912,096$2,720 â–²0.3%3,0180.2%Business Services
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$750,779$101,376 â–²15.6%28,2460.1%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$711,6760.0%9,3580.1%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$660,285$37,548 â–¼-5.4%9320.1%Industrials
Dimensional US Sustainability Core 1 ETF stock logo
DFSU
Dimensional US Sustainability Core 1 ETF
$598,6810.0%14,5700.1%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$548,235$703 â–¼-0.1%3,1210.1%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$531,367$51,977 â–¼-8.9%18,9230.1%Medical
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$497,0260.0%5,4160.1%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$487,0000.0%1,3570.1%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$481,6270.0%1,3690.1%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$449,099$2,329 â–¼-0.5%2,8920.1%Consumer Staples
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$446,8820.0%8,7710.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$436,891$920 â–¼-0.2%4750.1%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$418,226$964 â–¼-0.2%4,3390.1%Consumer Discretionary
McDonald's Corporation stock logo
MCD
McDonald's
$408,386$5,594 â–²1.4%1,3140.1%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$389,610$1,046 â–²0.3%2,2340.1%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$373,329$13,942,275 â–¼-97.4%4,1670.1%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$356,737$399,163 â–¼-52.8%5970.1%ETF
MARSH & MCLENNAN COS INC
$346,727$173 â–²0.1%1,9990.1%COM
DIMENSIONAL ETF TRUST
$334,740$2,804 â–²0.8%4,5370.1%WORLD EQUITY ETF
Dimensional US Real Estate ETF stock logo
DFAR
Dimensional US Real Estate ETF
$330,296$94,553 â–²40.1%13,9660.1%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$326,170$99,768 â–²44.1%6,3980.1%ETF
Performance Food Group Company stock logo
PFGC
Performance Food Group
$316,0000.0%3,6890.1%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$312,872$41,124 â–¼-11.6%9510.1%Retail/Wholesale
California Water Service Group stock logo
CWT
California Water Service Group
$299,7880.0%6,6120.1%Utilities
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$287,3870.0%8060.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$280,877$3,729 â–²1.3%2,3350.1%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$273,699$923 â–²0.3%2,9650.1%Retail/Wholesale
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$260,300$260,300 â–²New Holding5,0000.0%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$258,6650.0%10,4510.0%ETF
Phillips 66 stock logo
PSX
Phillips 66
$256,327$256,327 â–²New Holding1,4070.0%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$250,603$5,149 â–¼-2.0%4380.0%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$242,455$4,380 â–²1.8%1,1070.0%Business Services
Blackstone Inc. stock logo
BX
Blackstone
$242,284$115 â–¼0.0%2,1070.0%Finance
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$233,5230.0%6910.0%Computer and Technology
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$229,9710.0%4,7000.0%ETF
BANK NEW YORK MELLON CORP
$224,092$2,966 â–¼-1.3%1,8890.0%COM
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$219,462$219,462 â–²New Holding3,6180.0%Medical
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$217,206$3,576 â–²1.7%1,3970.0%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$214,115$4,299 â–²2.0%1,2950.0%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$208,691$208,691 â–²New Holding4850.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$206,859$8,494 â–²4.3%4140.0%Business Services
Aemetis, Inc stock logo
AMTX
Aemetis
$49,7640.0%15,6000.0%Energy
Diageo plc stock logo
DEO
Diageo
$0$7,902,936 â–¼-100.0%00.0%Consumer Staples
GE Aerospace stock logo
GE
GE Aerospace
$0$232,255 â–¼-100.0%00.0%Aerospace
American Express Company stock logo
AXP
American Express
$0$212,418 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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