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Hutchinson Capital Management

Latest statistics and disclosures from Hutchinson Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are GOOGL, BRK.B, MSFT, AAPL, BAC, and represent 30.02% of Hutchinson Capital Management's stock portfolio.
Added to shares of these 10 stocks: DFAU, MTBA, DCOR, DFAI, VOO, ACN, DCRE, DUHP, DFAW, DFAE.
Started 6 new stock positions in RTX, MRK, TSM, DFAW, VOO, AXP.
Reduced shares in these 10 stocks: , ARE (-$8.6M), K, ZTS, DEO, , , IEUR, WAT, DFAC.
Sold out of its positions in ABBV, ARE, CMCSA, K, ORCL.
Hutchinson Capital Management was a net seller of stock by $-8.1M.
Hutchinson Capital Management has $583M in assets under management (AUM), dropping by 0.94%.
Central Index Key (CIK): 0001078246

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Portfolio Holdings for Hutchinson Capital Management

Hutchinson Capital Management holds 98 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alphabet Cap Stk Cl A (GOOGL)	7.5	$44M		140k	313.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.2	$36M		72k	502.65	View chart
Microsoft Corporation (MSFT)	5.5	$32M		67k	483.62	View chart
Apple (AAPL)	5.5	$32M		119k	271.86	View chart
Bank of America Corporation (BAC)	5.2	$30M		552k	55.00	View chart
Progressive Corporation (PGR)	4.0	$23M		102k	227.72	View chart
Jacobs Engineering Group (J)	3.2	$19M		141k	132.46	View chart
Waters Corporation (WAT)	3.1	$18M		48k	379.83	View chart
Markel Corporation (MKL)	3.0	$18M		8.2k	2149.65	View chart
Capital One Financial (COF)	3.0	$18M		72k	242.36	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.9	$17M	+2%	448k	38.03	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	2.9	$17M	+8%	336k	50.41	View chart
W.R. Berkley Corporation (WRB)	2.8	$17M		235k	70.12	View chart
Burke & Herbert Financial Serv (BHRB)	2.8	$16M		258k	62.31	View chart
Exxon Mobil Corporation (XOM)	2.7	$16M		130k	120.34	View chart
Adobe Systems Incorporated (ADBE)	2.6	$15M		43k	349.99	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.6	$15M	+25%	324k	46.80	View chart
Amazon (AMZN)	2.6	$15M		65k	230.82	View chart
Verisign (VRSN)	2.4	$14M		57k	242.95	View chart
Hubbell (HUBB)	2.4	$14M		31k	444.11	View chart
Accenture Plc Ireland Shs Class A (ACN)	2.4	$14M	+5%	52k	268.30	View chart
Starbucks Corporation (SBUX)	2.3	$14M		160k	84.21	View chart
Novo-nordisk A S Adr (NVO)	1.7	$10M		200k	50.88	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.6	$9.4M	+9%	248k	38.11	View chart
Zoetis Cl A (ZTS)	1.6	$9.4M	-4%	75k	125.82	View chart
Valero Energy Corporation (VLO)	1.6	$9.1M		56k	162.79	View chart
Wells Fargo & Company (WFC)	1.5	$8.8M		94k	93.20	View chart
Diageo Spon Adr New (DEO)	1.4	$7.9M	-5%	92k	86.27	View chart
Doubleline Etf Trust Commercial Real (DCRE)	1.0	$5.6M	+10%	108k	51.90	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$5.3M	-2%	134k	39.59	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$4.8M	+5%	97k	49.46	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$4.1M		169k	24.37	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$3.2M	+7%	100k	31.66	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$2.9M	+10%	89k	32.57	View chart
Chevron Corporation (CVX)	0.4	$2.6M		17k	152.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$2.2M	+8%	87k	25.08	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$2.2M		25k	85.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$2.1M	+5%	35k	59.54	View chart
Dimensional Etf Trust International (DFSI)	0.3	$2.0M		46k	42.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.9M		2.8k	681.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.9M		23k	81.17	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.8M		56k	32.73	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$1.8M	+143%	25k	73.63	View chart
Boeing Company (BA)	0.3	$1.6M		7.6k	217.12	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.6M	+3%	61k	26.49	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M	+11%	4.9k	322.20	View chart
Johnson & Johnson (JNJ)	0.2	$1.4M	-4%	7.0k	206.95	View chart
Procter & Gamble Company (PG)	0.2	$1.4M		9.9k	143.31	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$1.2M		27k	43.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M		3.6k	313.80	View chart
International Business Machines (IBM)	0.2	$1.1M	+14%	3.8k	296.21	View chart
Union Pacific Corporation (UNP)	0.2	$1.1M		4.7k	231.32	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M		1.2k	862.34	View chart
Visa Com Cl A (V)	0.2	$1.1M		3.0k	350.69	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$1.1M		7.5k	141.16	View chart
Corning Incorporated (GLW)	0.2	$913k		10k	87.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$793k	NEW	1.3k	627.13	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$698k		3.1k	223.23	View chart
Coca-Cola Company (KO)	0.1	$654k		9.4k	69.91	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$646k	+9%	24k	26.42	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$633k	-6%	15k	43.43	View chart
Caterpillar (CAT)	0.1	$564k	-3%	985.00	572.87	View chart
Rockwell Automation (ROK)	0.1	$528k		1.4k	389.07	View chart
Pfizer (PFE)	0.1	$517k	-13%	21k	24.90	View chart
Eli Lilly & Co. (LLY)	0.1	$512k		476.00	1074.68	View chart
Walt Disney Company (DIS)	0.1	$495k		4.3k	113.77	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$465k		5.4k	85.77	View chart
Amgen (AMGN)	0.1	$448k		1.4k	327.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$446k	-3%	8.8k	50.86	View chart
Pepsi (PEP)	0.1	$417k		2.9k	143.52	View chart
NVIDIA Corporation (NVDA)	0.1	$416k		2.2k	186.50	View chart
McDonald's Corporation (MCD)	0.1	$396k		1.3k	305.64	View chart
Marsh & McLennan Companies	0.1	$371k		2.0k	185.52	View chart
Home Depot (HD)	0.1	$370k		1.1k	344.20	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.1	$333k	NEW	4.5k	73.98	View chart
Performance Food (PFGC)	0.1	$332k	-4%	3.7k	89.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$325k		2.1k	154.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$301k		806.00	373.44	View chart
Meta Platforms Cl A (META)	0.1	$295k	+4%	447.00	660.12	View chart
California Water Service (CWT)	0.0	$287k		6.6k	43.33	View chart
O'reilly Automotive (ORLY)	0.0	$270k		3.0k	91.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$251k		11k	24.04	View chart
Merck & Co (MRK)	0.0	$243k	NEW	2.3k	105.26	View chart
Ge Aerospace Com New (GE)	0.0	$232k	-2%	754.00	308.03	View chart
Republic Services (RSG)	0.0	$230k		1.1k	211.93	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$228k		10k	22.90	View chart
Mastercard Incorporated Cl A (MA)	0.0	$227k		397.00	570.88	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$226k		4.4k	50.94	View chart
Bank of New York Mellon Corporation (BK)	0.0	$222k		1.9k	116.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$213k		4.7k	45.21	View chart
American Express Company (AXP)	0.0	$212k	NEW	574.00	370.07	View chart
Charles Schwab Corporation (SCHW)	0.0	$211k		2.1k	99.92	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$210k	NEW	691.00	303.89	View chart
Raytheon Technologies Corp (RTX)	0.0	$209k	NEW	1.1k	183.40	View chart
Yum! Brands (YUM)	0.0	$208k		1.4k	151.28	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$206k	-50%	2.9k	70.98	View chart
Philip Morris International (PM)	0.0	$204k		1.3k	160.40	View chart
Aemetis Com New (AMTX)	0.0	$22k		16k	1.39	View chart

Past Filings by Hutchinson Capital Management

SEC 13F filings are viewable for Hutchinson Capital Management going back to 2011

Hutchinson Capital Management 2025 Q4 filed Feb. 9, 2026
Hutchinson Capital Management 2025 Q3 filed Nov. 12, 2025
Hutchinson Capital Management 2025 Q2 filed Aug. 4, 2025
Hutchinson Capital Management 2025 Q1 filed May 12, 2025
Hutchinson Capital Management 2024 Q4 filed Feb. 10, 2025
Hutchinson Capital Management 2024 Q3 filed Nov. 12, 2024
Hutchinson Capital Management 2024 Q2 filed Aug. 7, 2024
Hutchinson Capital Management 2024 Q1 filed May 6, 2024
Hutchinson Capital Management 2023 Q4 filed Feb. 7, 2024
Hutchinson Capital Management 2023 Q3 filed Nov. 9, 2023
Hutchinson Capital Management 2023 Q2 filed July 25, 2023
Hutchinson Capital Management 2023 Q1 filed May 5, 2023
Hutchinson Capital Management 2022 Q4 filed Feb. 13, 2023
Hutchinson Capital Management 2022 Q3 filed Oct. 31, 2022
Hutchinson Capital Management 2022 Q2 filed Aug. 12, 2022
Hutchinson Capital Management 2022 Q1 filed May 11, 2022

View all past filings

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