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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 BRK.B, MSFT, GOOGL, AAPL, BAC, and represent 28.29% of Hutchinson Capital Management's stock portfolio.
Added to shares of these 10 stocks: ZTS (+$12M), ACN, MTBA, DCRE, DFAI, DFAU, PGR, DCOR, DUHP, SCHR.
Started 6 new stock positions in ORCL, GE, ABBV, FNDF, ZTS, SCHW.
Reduced shares in these 10 stocks: KMX (-$10M), GOOGL, MSFT, WFC, AAPL, J, BAC, XOM, BRK.B, MKL.
Sold out of its position in KMX.
Hutchinson Capital Management was a net buyer of stock by $9.6M.
Hutchinson Capital Management has $578M in assets under management (AUM), dropping by 5.44%.
Central Index Key (CIK): 0001078246

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Portfolio Holdings for Hutchinson Capital Management

Hutchinson Capital Management holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.2	$36M		72k	502.74	View chart
Microsoft Corporation (MSFT)	6.0	$35M		67k	517.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.9	$34M		140k	243.10	View chart
Apple (AAPL)	5.2	$30M		119k	254.63	View chart
Bank of America Corporation (BAC)	4.9	$29M		552k	51.59	View chart
Progressive Corporation (PGR)	4.4	$25M	+2%	102k	246.95	View chart
Jacobs Engineering Group (J)	3.7	$21M		141k	149.86	View chart
W.R. Berkley Corporation (WRB)	3.1	$18M		235k	76.62	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.8	$16M		435k	37.77	View chart
Burke & Herbert Financial Serv (BHRB)	2.8	$16M		258k	61.69	View chart
Verisign (VRSN)	2.8	$16M		57k	279.57	View chart
Markel Corporation (MKL)	2.7	$16M		8.2k	1911.36	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	2.7	$16M	+21%	310k	50.35	View chart
Adobe Systems Incorporated (ADBE)	2.7	$15M		44k	352.75	View chart
Capital One Financial (COF)	2.6	$15M		72k	212.58	View chart
Exxon Mobil Corporation (XOM)	2.5	$15M		129k	112.75	View chart
Waters Corporation (WAT)	2.5	$14M		48k	299.81	View chart
Amazon (AMZN)	2.5	$14M		65k	219.57	View chart
Starbucks Corporation (SBUX)	2.4	$14M		161k	84.60	View chart
Hubbell (HUBB)	2.3	$13M		31k	430.31	View chart
Accenture Plc Ireland Shs Class A (ACN)	2.1	$12M	+37%	49k	246.60	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.0	$12M	+5%	259k	45.76	View chart
Zoetis Cl A (ZTS)	2.0	$12M	NEW	79k	146.32	View chart
Novo-nordisk A S Adr (NVO)	1.9	$11M		199k	55.49	View chart
Valero Energy Corporation (VLO)	1.7	$9.5M		56k	170.26	View chart
Diageo Spon Adr New (DEO)	1.6	$9.2M		97k	95.43	View chart
Comcast Corp Cl A (CMCSA)	1.5	$8.6M		275k	31.42	View chart
Alexandria Real Estate Equities (ARE)	1.5	$8.6M		103k	83.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.4	$8.2M	+10%	226k	36.35	View chart
Wells Fargo & Company (WFC)	1.4	$7.9M	-3%	95k	83.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$5.3M	-2%	137k	38.57	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.9	$5.1M	+69%	98k	52.08	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.8	$4.6M	+4%	92k	50.63	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$4.2M		170k	24.40	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.5	$2.8M	+6%	93k	30.39	View chart
Chevron Corporation (CVX)	0.5	$2.6M		17k	155.29	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$2.5M	+7%	80k	31.53	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$2.0M	+18%	80k	25.13	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$1.9M		25k	76.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$1.9M		2.9k	666.24	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$1.9M	+7%	33k	58.21	View chart
Dimensional Etf Trust International (DFSI)	0.3	$1.9M		46k	40.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.8M		57k	31.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.7M		23k	72.77	View chart
Boeing Company (BA)	0.3	$1.6M		7.6k	215.83	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$1.6M		59k	26.95	View chart
Procter & Gamble Company (PG)	0.3	$1.5M	-3%	9.9k	153.65	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.4M	-10%	4.3k	315.41	View chart
Johnson & Johnson (JNJ)	0.2	$1.4M		7.3k	185.42	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.2	$1.1M		27k	41.97	View chart
Costco Wholesale Corporation (COST)	0.2	$1.1M	-11%	1.2k	925.63	View chart
Union Pacific Corporation (UNP)	0.2	$1.1M		4.7k	236.37	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$1.1M		7.5k	141.50	View chart
Visa Com Cl A (V)	0.2	$1.0M		3.0k	341.36	View chart
International Business Machines (IBM)	0.2	$935k		3.3k	282.16	View chart
Veeva Sys Cl A Com (VEEV)	0.2	$931k		3.1k	297.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$876k		3.6k	243.55	View chart
Corning Incorporated (GLW)	0.1	$855k		10k	82.03	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.1	$722k	+140%	10k	71.94	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$659k	+9%	16k	42.47	View chart
Coca-Cola Company (KO)	0.1	$620k		9.4k	66.32	View chart
Pfizer (PFE)	0.1	$610k		24k	25.48	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$609k	+15%	22k	27.31	View chart
Kellogg Company (K)	0.1	$556k		6.8k	82.02	View chart
Walt Disney Company (DIS)	0.1	$501k	-14%	4.4k	114.50	View chart
Caterpillar (CAT)	0.1	$485k		1.0k	477.15	View chart
Rockwell Automation (ROK)	0.1	$474k		1.4k	349.53	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$463k		9.1k	51.09	View chart
Home Depot (HD)	0.1	$436k		1.1k	405.30	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$414k		5.4k	76.40	View chart
NVIDIA Corporation (NVDA)	0.1	$413k	+10%	2.2k	186.58	View chart
Pepsi (PEP)	0.1	$408k		2.9k	140.44	View chart
Marsh & McLennan Companies (MMC)	0.1	$403k		2.0k	201.53	View chart
Performance Food (PFGC)	0.1	$400k		3.8k	104.04	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$398k		5.8k	68.12	View chart
McDonald's Corporation (MCD)	0.1	$390k		1.3k	303.90	View chart
Amgen (AMGN)	0.1	$385k		1.4k	282.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$360k		2.1k	170.85	View chart
Eli Lilly & Co. (LLY)	0.1	$358k		469.00	763.00	View chart
O'reilly Automotive (ORLY)	0.1	$318k		3.0k	107.81	View chart
Meta Platforms Cl A (META)	0.1	$315k		429.00	734.41	View chart
California Water Service (CWT)	0.1	$303k		6.6k	45.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$295k		806.00	365.48	View chart
Republic Services (RSG)	0.0	$249k		1.1k	229.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$243k		11k	23.28	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$238k		10k	23.85	View chart
Ge Aerospace Com New (GE)	0.0	$232k	NEW	770.00	300.82	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.0	$227k		4.4k	51.04	View chart
Mastercard Incorporated Cl A (MA)	0.0	$223k		392.00	568.81	View chart
Oracle Corporation (ORCL)	0.0	$212k	NEW	753.00	281.24	View chart
Abbvie (ABBV)	0.0	$212k	NEW	914.00	231.65	View chart
Yum! Brands (YUM)	0.0	$209k		1.4k	152.00	View chart
Bank of New York Mellon Corporation (BK)	0.0	$208k	-22%	1.9k	108.96	View chart
Philip Morris International (PM)	0.0	$205k	-9%	1.3k	162.20	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$202k	NEW	4.7k	42.96	View chart
Charles Schwab Corporation (SCHW)	0.0	$201k	NEW	2.1k	95.48	View chart
Aemetis Com New (AMTX)	0.0	$35k		16k	2.25	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 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
Hutchinson Capital Management 2021 Q4 filed Feb. 14, 2022

View all past filings

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