Hutchinson Capital Management

Hutchinson Capital Management as of March 31, 2025

Portfolio Holdings for Hutchinson Capital Management

Hutchinson Capital Management holds 92 positions in its portfolio as reported in the March 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) 7.5 $39M 73k 532.58
Progressive Corporation (PGR) 5.5 $29M 101k 283.01
Apple (AAPL) 5.1 $27M 121k 222.13
Microsoft Corporation (MSFT) 4.9 $26M 69k 375.39
Alphabet Cap Stk Cl A (GOOGL) 4.3 $22M 145k 154.64
Bank of America Corporation (BAC) 4.2 $22M 524k 41.73
Verisign (VRSN) 3.5 $19M 73k 253.87
Waters Corporation (WAT) 3.5 $18M 49k 368.57
Jacobs Engineering Group (J) 3.4 $18M 145k 120.89
W.R. Berkley Corporation (WRB) 3.3 $17M 241k 71.16
Adobe Systems Incorporated (ADBE) 3.3 $17M 45k 383.53
Exxon Mobil Corporation (XOM) 3.1 $16M 137k 118.93
Starbucks Corporation (SBUX) 3.1 $16M 164k 98.09
Markel Corporation (MKL) 3.0 $16M 8.5k 1869.61
Burke & Herbert Financial Serv (BHRB) 2.8 $14M 257k 56.11
Dimensional Etf Trust Us High Profitab (DUHP) 2.6 $14M 419k 33.14
Capital One Financial (COF) 2.5 $13M 74k 179.30
Novo-nordisk A S Adr (NVO) 2.5 $13M 187k 69.44
Amazon (AMZN) 2.4 $13M 66k 190.26
CarMax (KMX) 2.3 $12M 152k 77.92
Accenture Plc Ireland Shs Class A (ACN) 2.1 $11M 36k 312.04
Diageo Spon Adr New (DEO) 2.0 $11M 100k 104.79
Alexandria Real Estate Equities (ARE) 1.9 $10M 108k 92.51
Simplify Exchange Traded Fun Mbs Etf (MTBA) 1.9 $9.8M 196k 50.14
Comcast Corp Cl A (CMCSA) 1.6 $8.4M 227k 36.90
Robert Half International (RHI) 1.5 $7.9M 145k 54.55
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.5 $7.7M 201k 38.44
Valero Energy Corporation (VLO) 1.5 $7.6M 58k 132.07
Wells Fargo & Company (WFC) 1.3 $7.1M 99k 71.79
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.1 $5.7M 183k 31.23
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.9 $4.8M 146k 32.99
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $4.3M 86k 49.90
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $4.2M 173k 24.34
Chevron Corporation (CVX) 0.6 $3.2M 19k 167.29
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $2.2M 81k 26.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.8M 3.3k 559.46
Procter & Gamble Company (PG) 0.3 $1.8M 10k 170.42
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $1.8M 68k 25.89
Johnson & Johnson (JNJ) 0.3 $1.7M 10k 165.84
Dimensional Etf Trust International (DFSI) 0.3 $1.6M 46k 34.89
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.6M 59k 26.89
Boeing Company (BA) 0.3 $1.5M 9.1k 170.55
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.5M 57k 26.20
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $1.4M 28k 51.49
Costco Wholesale Corporation (COST) 0.3 $1.4M 1.5k 945.78
Ishares Gold Tr Ishares New (IAU) 0.3 $1.4M 23k 58.96
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.2 $1.2M 49k 24.86
JPMorgan Chase & Co. (JPM) 0.2 $1.2M 4.9k 245.28
Union Pacific Corporation (UNP) 0.2 $1.2M 5.0k 236.24
Visa Com Cl A (V) 0.2 $1.2M 3.3k 350.44
Ishares Tr Msci Uk Etf New (EWU) 0.2 $1.0M 27k 37.47
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $929k 7.5k 124.50
Marsh & McLennan Companies (MMC) 0.2 $829k 3.4k 244.03
International Business Machines (IBM) 0.2 $828k 3.3k 248.66
Veeva Sys Cl A Com (VEEV) 0.1 $724k 3.1k 231.63
Coca-Cola Company (KO) 0.1 $670k 9.4k 71.62
Pfizer (PFE) 0.1 $611k 24k 25.34
Kellogg Company (K) 0.1 $559k 6.8k 82.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $559k 3.6k 156.23
Walt Disney Company (DIS) 0.1 $513k 5.2k 98.70
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.1 $508k 14k 35.81
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $478k 9.4k 51.05
Corning Incorporated (GLW) 0.1 $478k 10k 45.78
Pepsi (PEP) 0.1 $440k 2.9k 149.94
Amgen (AMGN) 0.1 $425k 1.4k 311.51
Bank of New York Mellon Corporation (BK) 0.1 $422k 5.0k 83.87
Home Depot (HD) 0.1 $407k 1.1k 366.59
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $401k 15k 26.26
McDonald's Corporation (MCD) 0.1 $401k 1.3k 312.38
Eli Lilly & Co. (LLY) 0.1 $387k 468.00 825.91
Rockwell Automation (ROK) 0.1 $351k 1.4k 258.38
Caterpillar (CAT) 0.1 $335k 1.0k 329.80
California Water Service (CWT) 0.1 $321k 6.6k 48.46
Yum! Brands (YUM) 0.1 $311k 2.0k 157.36
Performance Food (PFGC) 0.1 $303k 3.8k 78.63
Blackstone Group Inc Com Cl A (BX) 0.1 $295k 2.1k 139.78
O'reilly Automotive (ORLY) 0.1 $284k 198.00 1432.58
Republic Services (RSG) 0.1 $264k 1.1k 242.16
Bristol Myers Squibb (BMY) 0.0 $258k 4.2k 61.00
Meta Platforms Cl A (META) 0.0 $248k 430.00 576.38
Ishares Tr Rus 1000 Etf (IWB) 0.0 $247k 806.00 306.74
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $237k 10k 23.77
Select Sector Spdr Tr Technology (XLK) 0.0 $234k 1.1k 206.48
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $226k 4.4k 50.85
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $218k 518.00 419.88
Mastercard Incorporated Cl A (MA) 0.0 $215k 392.00 548.12
NVIDIA Corporation (NVDA) 0.0 $213k 2.0k 108.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $207k 11k 19.78
Doubleline Etf Trust Commercial Real (DCRE) 0.0 $205k 4.0k 51.87
Oneok (OKE) 0.0 $204k 2.1k 99.22
Philip Morris International (PM) 0.0 $200k 1.3k 158.73
Aemetis Com New (AMTX) 0.0 $27k 16k 1.74