Hutchinson Capital Management
Latest statistics and disclosures from Hutchinson Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, GOOGL, AAPL, MSFT, XOM, and represent 26.32% of Hutchinson Capital Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$13M), ZTS, ADBE, MTBA, AMZN, DCOR, SCHO, DFAX, DFAC, VTIP.
- Started 5 new stock positions in GLD, PSX, INFL, AVGO, BMY.
- Reduced shares in these 10 stocks: SBUX (-$14M), GOOGL (-$8.8M), , BAC (-$6.1M), DFAU, AAPL, SPY, VOO, J, BRK.B.
- Sold out of its positions in AXP, DEO, GE, IEUR, RTX, SCHW.
- Hutchinson Capital Management was a net seller of stock by $-5.7M.
- Hutchinson Capital Management has $544M in assets under management (AUM), dropping by -6.72%.
- 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 March 2026 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) | 6.3 | $34M | 72k | 479.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $32M | -21% | 110k | 287.56 |
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| Apple (AAPL) | 5.5 | $30M | 117k | 253.79 |
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| Microsoft Corporation (MSFT) | 4.8 | $26M | +4% | 70k | 370.17 |
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| Exxon Mobil Corporation (XOM) | 4.0 | $22M | 129k | 169.66 |
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| Bank of America Corporation (BAC) | 3.8 | $21M | -22% | 428k | 48.75 |
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| Progressive Corporation (PGR) | 3.7 | $20M | 101k | 198.24 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 3.4 | $19M | +12% | 380k | 49.46 |
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| Jacobs Engineering Group (J) | 3.2 | $18M | 138k | 127.28 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 3.0 | $17M | 448k | 36.76 |
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| Burke & Herbert Financial Serv (BHRB) | 3.0 | $16M | 258k | 62.29 |
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| Markel Corporation (MKL) | 2.9 | $16M | 8.2k | 1914.07 |
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| W.R. Berkley Corporation (WRB) | 2.8 | $15M | 233k | 66.28 |
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| Amazon (AMZN) | 2.8 | $15M | +14% | 74k | 208.27 |
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| Hubbell (HUBB) | 2.8 | $15M | 31k | 490.74 |
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| Waters Corporation (WAT) | 2.6 | $14M | 47k | 297.80 |
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| Verisign (VRSN) | 2.6 | $14M | -2% | 56k | 248.36 |
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| Valero Energy Corporation (VLO) | 2.5 | $14M | 55k | 247.08 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 2.5 | $13M | -8% | 297k | 45.12 |
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| Zoetis Cl A (ZTS) | 2.4 | $13M | +49% | 112k | 118.21 |
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| Broadcom (AVGO) | 2.4 | $13M | NEW | 43k | 309.51 |
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| Adobe Systems Incorporated (ADBE) | 2.4 | $13M | +24% | 54k | 243.08 |
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| Capital One Financial (COF) | 2.4 | $13M | 71k | 182.43 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $10M | 52k | 198.29 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 1.9 | $10M | +6% | 264k | 38.96 |
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| Wells Fargo & Company (WFC) | 1.4 | $7.4M | -2% | 92k | 79.61 |
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| Novo-nordisk A S Adr (NVO) | 1.3 | $7.1M | -2% | 194k | 36.75 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 1.2 | $6.6M | +17% | 128k | 51.96 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.2 | $6.6M | +26% | 169k | 38.86 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.1 | $6.2M | +27% | 124k | 49.95 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.1 | $5.8M | +42% | 241k | 24.27 |
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| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.7 | $3.7M | +107% | 51k | 72.08 |
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| Chevron Corporation (CVX) | 0.6 | $3.5M | 17k | 206.90 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $3.3M | +10% | 98k | 33.86 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 0.6 | $3.3M | +3% | 103k | 32.22 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.6 | $3.3M | +73% | 98k | 33.97 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.6 | $3.0M | +39% | 121k | 24.91 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $2.4M | 25k | 92.69 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $2.3M | +5% | 37k | 62.45 |
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| Ishares Gold Tr Ishares New (IAU) | 0.4 | $2.0M | 23k | 88.16 |
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| Dimensional Etf Trust International (DFSI) | 0.4 | $1.9M | 46k | 42.40 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $1.8M | +11% | 68k | 26.61 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.7M | 7.0k | 244.44 |
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| Boeing Company (BA) | 0.3 | $1.5M | 7.6k | 199.03 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.4M | -22% | 2.2k | 650.34 |
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| Corning Incorporated (GLW) | 0.3 | $1.4M | 10k | 135.97 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | -4% | 9.5k | 144.44 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | -6% | 4.6k | 294.14 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.2 | $1.2M | 27k | 45.56 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | 1.2k | 996.43 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | 4.7k | 242.62 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $1.1M | 7.5k | 144.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | -3% | 3.5k | 286.86 |
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| International Business Machines (IBM) | 0.2 | $916k | 3.8k | 242.39 |
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| Visa Com Cl A (V) | 0.2 | $912k | 3.0k | 302.22 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $751k | +15% | 28k | 26.58 |
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| Coca-Cola Company (KO) | 0.1 | $712k | 9.4k | 76.05 |
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| Caterpillar (CAT) | 0.1 | $660k | -5% | 932.00 | 708.46 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.1 | $599k | 15k | 41.09 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $548k | 3.1k | 175.66 |
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| Pfizer (PFE) | 0.1 | $531k | -8% | 19k | 28.08 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $497k | 5.4k | 91.77 |
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| Rockwell Automation (ROK) | 0.1 | $487k | 1.4k | 358.88 |
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| Amgen (AMGN) | 0.1 | $482k | 1.4k | 351.81 |
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| Pepsi (PEP) | 0.1 | $449k | 2.9k | 155.29 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $447k | 8.8k | 50.95 |
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| Eli Lilly & Co. (LLY) | 0.1 | $437k | 475.00 | 919.77 |
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| Walt Disney Company (DIS) | 0.1 | $418k | 4.3k | 96.39 |
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| McDonald's Corporation (MCD) | 0.1 | $408k | 1.3k | 310.80 |
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| NVIDIA Corporation (NVDA) | 0.1 | $390k | 2.2k | 174.40 |
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| Starbucks Corporation (SBUX) | 0.1 | $373k | -97% | 4.2k | 89.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $357k | -52% | 597.00 | 597.55 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $347k | 2.0k | 173.45 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $335k | 4.5k | 73.78 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $330k | +40% | 14k | 23.65 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $326k | +44% | 6.4k | 50.98 |
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| Performance Food (PFGC) | 0.1 | $316k | 3.7k | 85.66 |
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| Home Depot (HD) | 0.1 | $313k | -11% | 951.00 | 328.99 |
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| California Water Service (CWT) | 0.1 | $300k | 6.6k | 45.34 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $287k | 806.00 | 356.56 |
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| Merck & Co (MRK) | 0.1 | $281k | 2.3k | 120.29 |
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| O'reilly Automotive (ORLY) | 0.1 | $274k | 3.0k | 92.31 |
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| Listed Fds Tr Horizon Kinetics (INFL) | 0.0 | $260k | NEW | 5.0k | 52.06 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $259k | 11k | 24.75 |
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| Phillips 66 (PSX) | 0.0 | $256k | NEW | 1.4k | 182.18 |
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| Meta Platforms Cl A (META) | 0.0 | $251k | -2% | 438.00 | 572.15 |
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| Republic Services (RSG) | 0.0 | $243k | 1.1k | 219.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $242k | 2.1k | 114.99 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $234k | 691.00 | 337.95 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $230k | 4.7k | 48.93 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $224k | 1.9k | 118.63 |
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| Bristol Myers Squibb (BMY) | 0.0 | $220k | NEW | 3.6k | 60.66 |
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| Yum! Brands (YUM) | 0.0 | $217k | 1.4k | 155.48 |
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| Philip Morris International (PM) | 0.0 | $214k | +2% | 1.3k | 165.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $209k | NEW | 485.00 | 430.29 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $207k | +4% | 414.00 | 499.66 |
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| Aemetis Com New (AMTX) | 0.0 | $50k | 16k | 3.19 |
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Past Filings by Hutchinson Capital Management
SEC 13F filings are viewable for Hutchinson Capital Management going back to 2011
- Hutchinson Capital Management 2026 Q1 filed May 12, 2026
- 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