Hutchinson Capital Management

Hutchinson Capital Management as of Dec. 31, 2024

Portfolio Holdings for Hutchinson Capital Management

Hutchinson Capital Management holds 93 positions in its portfolio as reported in the December 2024 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) 6.4 $34M 74k 453.28
Apple (AAPL) 5.8 $31M 122k 250.42
Microsoft Corporation (MSFT) 5.6 $30M 70k 421.50
Alphabet Cap Stk Cl A (GOOGL) 5.2 $28M 147k 189.30
Progressive Corporation (PGR) 4.6 $25M 103k 239.61
Bank of America Corporation (BAC) 4.4 $23M 529k 43.95
Jacobs Engineering Group (J) 3.7 $20M 148k 133.62
Waters Corporation (WAT) 3.5 $19M 50k 370.98
UnitedHealth (UNH) 3.2 $17M 34k 505.86
Burke & Herbert Financial Serv (BHRB) 3.0 $16M 257k 62.36
Verisign (VRSN) 3.0 $16M 77k 206.96
Starbucks Corporation (SBUX) 2.9 $15M 166k 91.25
Novo-nordisk A S Adr (NVO) 2.9 $15M 176k 86.02
Exxon Mobil Corporation (XOM) 2.8 $15M 138k 107.57
Markel Corporation (MKL) 2.8 $15M 8.5k 1726.23
Amazon (AMZN) 2.7 $15M 66k 219.39
W.R. Berkley Corporation (WRB) 2.7 $14M 245k 58.52
Dimensional Etf Trust Us High Profitab (DUHP) 2.7 $14M 423k 33.79
Capital One Financial (COF) 2.5 $13M 75k 178.32
Accenture Plc Ireland Shs Class A (ACN) 2.4 $13M 36k 351.79
CarMax (KMX) 2.4 $13M 156k 81.76
Diageo Spon Adr New (DEO) 2.4 $13M 100k 127.13
Alexandria Real Estate Equities (ARE) 2.0 $11M 109k 97.55
Robert Half International (RHI) 2.0 $10M 148k 70.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $8.1M 200k 40.49
Valero Energy Corporation (VLO) 1.3 $7.1M 58k 122.59
Wells Fargo & Company (WFC) 1.3 $6.9M 99k 70.24
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.3 $6.6M 134k 49.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $5.3M 182k 29.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $5.0M 145k 34.59
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.7 $4.0M 82k 48.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $4.0M 164k 24.06
Comcast Corp Cl A (CMCSA) 0.7 $3.5M 94k 37.53
Amentum Holdings (AMTM) 0.6 $3.1M 146k 21.03
Chevron Corporation (CVX) 0.6 $3.0M 21k 144.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 3.8k 586.03
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $2.0M 81k 25.23
Procter & Gamble Company (PG) 0.3 $1.7M 10k 167.65
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.7M 66k 25.37
Boeing Company (BA) 0.3 $1.6M 9.2k 177.00
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $1.5M 27k 55.66
Johnson & Johnson (JNJ) 0.3 $1.5M 10k 144.62
Dimensional Etf Trust International (DFSI) 0.3 $1.5M 46k 32.85
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.4M 57k 24.86
Costco Wholesale Corporation (COST) 0.3 $1.4M 1.5k 916.27
JPMorgan Chase & Co. (JPM) 0.2 $1.3M 5.3k 239.69
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.2M 48k 25.83
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $1.2M 49k 24.29
Ishares Gold Tr Ishares New (IAU) 0.2 $1.1M 23k 49.51
Union Pacific Corporation (UNP) 0.2 $1.1M 5.0k 228.04
Visa Com Cl A (V) 0.2 $1.1M 3.4k 316.02
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $1.0M 7.5k 135.37
Ishares Tr Msci Uk Etf New (EWU) 0.2 $922k 27k 33.90
Marsh & McLennan Companies (MMC) 0.1 $780k 3.7k 212.41
International Business Machines (IBM) 0.1 $733k 3.3k 219.83
Pfizer (PFE) 0.1 $723k 27k 26.53
Alphabet Cap Stk Cl C (GOOG) 0.1 $677k 3.6k 190.44
Veeva Sys Cl A Com (VEEV) 0.1 $657k 3.1k 210.25
Coca-Cola Company (KO) 0.1 $652k 11k 62.26
Walt Disney Company (DIS) 0.1 $590k 5.3k 111.34
Kellogg Company (K) 0.1 $549k 6.8k 80.97
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $537k 14k 37.90
Corning Incorporated (GLW) 0.1 $496k 10k 47.52
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $483k 9.5k 50.88
Pepsi (PEP) 0.1 $453k 3.0k 152.06
Home Depot (HD) 0.1 $430k 1.1k 389.09
Rockwell Automation (ROK) 0.1 $389k 1.4k 285.79
Bank of New York Mellon Corporation (BK) 0.1 $387k 5.0k 76.83
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $384k 15k 25.54
McDonald's Corporation (MCD) 0.1 $372k 1.3k 289.90
Caterpillar (CAT) 0.1 $369k 1.0k 362.76
Blackstone Group Inc Com Cl A (BX) 0.1 $364k 2.1k 172.42
Eli Lilly & Co. (LLY) 0.1 $361k 468.00 772.00
Select Sector Spdr Tr Technology (XLK) 0.1 $361k 1.6k 232.52
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $354k 833.00 425.50
Amgen (AMGN) 0.1 $354k 1.4k 260.61
Performance Food (PFGC) 0.1 $325k 3.8k 84.55
NVIDIA Corporation (NVDA) 0.1 $303k 2.3k 134.29
California Water Service (CWT) 0.1 $300k 6.6k 45.33
Yum! Brands (YUM) 0.0 $265k 2.0k 134.16
Ishares Tr Rus 1000 Etf (IWB) 0.0 $260k 806.00 322.16
Meta Platforms Cl A (META) 0.0 $249k 425.00 585.53
Bristol Myers Squibb (BMY) 0.0 $244k 4.3k 56.57
O'reilly Automotive (ORLY) 0.0 $235k 198.00 1185.80
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $232k 10k 23.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $231k 13k 18.50
Adobe Systems Incorporated (ADBE) 0.0 $231k 519.00 444.68
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $225k 4.4k 50.71
Republic Services (RSG) 0.0 $219k 1.1k 201.18
Merck & Co (MRK) 0.0 $215k 2.2k 99.48
Oneok (OKE) 0.0 $208k 2.1k 100.40
Mastercard Incorporated Cl A (MA) 0.0 $207k 393.00 526.57
Aemetis Com New (AMTX) 0.0 $62k 23k 2.69