Hutchinson Capital Management/Ca Top Holdings and 13F Report (2025) About Hutchinson Capital Management/CaInvestment ActivityHutchinson Capital Management/Ca has $529.96 million in total holdings as of December 31, 2024.Hutchinson Capital Management/Ca owns shares of 93 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 3.42% of the portfolio was purchased this quarter.About 2.05% of the portfolio was sold this quarter.This quarter, Hutchinson Capital Management/Ca has purchased 89 new stocks and bought additional shares in 33 stocks.Hutchinson Capital Management/Ca sold shares of 38 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $33,706,807Apple $30,630,072Microsoft $29,643,607Alphabet $27,788,294Progressive $24,550,466 Largest New Holdings this Quarter SIMPLIFY EXCHANGE TRADED FUN $6,631,478 HoldingDimensional Global Real Estate ETF $383,764 HoldingO'Reilly Automotive $234,788 HoldingONEOK $207,627 HoldingMastercard $206,942 Holding Largest Purchases this Quarter SIMPLIFY EXCHANGE TRADED FUN 133,457 shares (about $6.63M)Alexandria Real Estate Equities 21,703 shares (about $2.12M)Schwab Short-Term U.S. Treasury ETF 81,323 shares (about $1.96M)Diageo 12,475 shares (about $1.59M)Dimensional U.S. Targeted Value ETF 17,378 shares (about $967.26K) Largest Sales this Quarter Comcast 113,253 shares (about $4.25M)Robert Half 32,137 shares (about $2.26M)Dimensional US Real Estate ETF 33,535 shares (about $780.36K)Apple 2,246 shares (about $562.44K)Microsoft 1,073 shares (about $452.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHutchinson Capital Management/Ca Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$33,706,807$76,604 ▼-0.2%74,3626.4%FinanceAAPLApple$30,630,072$562,442 ▼-1.8%122,3155.8%Computer and TechnologyMSFTMicrosoft$29,643,607$452,268 ▼-1.5%70,3295.6%Computer and TechnologyGOOGLAlphabet$27,788,294$356,831 ▲1.3%146,7955.2%Computer and TechnologyPGRProgressive$24,550,466$61,819 ▲0.3%102,4604.6%FinanceBACBank of America$23,244,359$89,175 ▼-0.4%528,8824.4%FinanceJJacobs Solutions$19,727,211$141,637 ▼-0.7%147,6373.7%Business ServicesWATWaters$18,484,449$53,050 ▼-0.3%49,8263.5%MedicalUNHUnitedHealth Group$16,947,828$87,514 ▲0.5%33,5033.2%MedicalBHRBBurke & Herbert Financial Services$16,031,509$124,720 ▼-0.8%257,0803.0%FinanceVRSNVeriSign$15,957,858$390,947 ▼-2.4%77,1063.0%Computer and TechnologySBUXStarbucks$15,121,185$35,770 ▼-0.2%165,7122.9%Retail/WholesaleNVONovo Nordisk A/S$15,109,499$48,429 ▲0.3%175,6512.9%MedicalXOMExxon Mobil$14,879,987$11,080 ▼-0.1%138,3282.8%Oils/EnergyMKLMarkel Group$14,733,373$93,216 ▼-0.6%8,5352.8%Multi-Sector ConglomeratesAMZNAmazon.com$14,557,860$39,710 ▼-0.3%66,3562.7%Retail/WholesaleWRBW. R. Berkley$14,305,741$47,928 ▼-0.3%244,4592.7%FinanceDUHPDimensional US High Profitability ETF$14,302,428$126,611 ▲0.9%423,2742.7%ETFCOFCapital One Financial$13,319,969$100,394 ▼-0.7%74,6972.5%FinanceACNAccenture$12,785,456$1,759 ▲0.0%36,3442.4%Computer and TechnologyKMXCarMax$12,775,736$155,589 ▼-1.2%156,2592.4%Retail/WholesaleDEODiageo$12,711,856$1,585,947 ▲14.3%99,9912.4%Consumer StaplesAREAlexandria Real Estate Equities$10,595,686$2,117,128 ▲25.0%108,6182.0%FinanceRHIRobert Half$10,439,935$2,264,377 ▼-17.8%148,1682.0%Business ServicesDFAUDimensional US Core Equity Market ETF$8,085,893$709,830 ▲9.6%199,7011.5%ETFVLOValero Energy$7,143,823$44,623 ▼-0.6%58,2741.3%Oils/EnergyWFCWells Fargo & Company$6,919,413$138,654 ▼-2.0%98,5111.3%FinanceSIMPLIFY EXCHANGE TRADED FUN$6,631,478$6,631,478 ▲New Holding133,4571.3%MBS ETFDFAIDimensional International Core Equity Market ETF$5,318,751$775,786 ▲17.1%182,1491.0%ETFDFACDimensional U.S. Core Equity 2 ETF$5,000,400$202,109 ▼-3.9%144,5620.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$3,951,407$387 ▲0.0%81,6070.7%ManufacturingSCHOSchwab Short-Term U.S. Treasury ETF$3,950,774$1,956,632 ▲98.1%164,2050.7%ETFCMCSAComcast$3,519,601$4,250,385 ▼-54.7%93,7810.7%Consumer DiscretionaryAMENTUM HOLDINGS INC$3,059,655$64,814 ▼-2.1%145,4900.6%COMCVXChevron$2,970,813$71,551 ▼-2.4%20,5110.6%Oils/EnergySPYSPDR S&P 500 ETF Trust$2,214,026$24,027 ▲1.1%3,7780.4%FinanceDIHPDimensional International High Profitability ETF$2,029,930$159,479 ▲8.5%80,4570.4%ETFPGProcter & Gamble$1,744,063$13,747 ▲0.8%10,4030.3%Consumer StaplesDFAEDimensional Emerging Core Equity Market ETF$1,679,519$58,909 ▲3.6%66,2010.3%ETFBABoeing$1,629,108$13,275 ▼-0.8%9,2040.3%AerospaceDFATDimensional U.S. Targeted Value ETF$1,514,676$967,260 ▲176.7%27,2130.3%ETFJNJJohnson & Johnson$1,510,982$20,536 ▼-1.3%10,4480.3%MedicalDFSIDimensional International Sustainability Core 1 ETF$1,502,4280.0%45,7360.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,404,267$17,178 ▼-1.2%56,4870.3%ETFCOSTCostco Wholesale$1,367,075$102,622 ▼-7.0%1,4920.3%Retail/WholesaleJPMJPMorgan Chase & Co.$1,268,2250.0%5,2910.2%FinanceSCHPSchwab U.S. TIPS ETF$1,237,050$607,289 ▲96.4%47,8920.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,187,562$586,069 ▲97.4%48,8910.2%ETFIAUiShares Gold Trust$1,145,2650.0%23,1320.2%FinanceUNPUnion Pacific$1,139,972$456 ▼0.0%4,9990.2%TransportationVVisa$1,089,006$21,173 ▲2.0%3,4460.2%Business ServicesIJTiShares S&P Small-Cap 600 Growth ETF$1,010,5370.0%7,4650.2%ETFEWUiShares MSCI United Kingdom ETF$921,6390.0%27,1870.2%ETFMMCMarsh & McLennan Companies$779,5450.0%3,6700.1%FinanceIBMInternational Business Machines$732,4740.0%3,3320.1%Computer and TechnologyPFEPfizer$722,845$126,443 ▼-14.9%27,2460.1%MedicalGOOGAlphabet$677,014$10,284 ▲1.5%3,5550.1%Computer and TechnologyVEEVVeeva Systems$656,821$421 ▲0.1%3,1240.1%MedicalKOCoca-Cola$652,298$28,017 ▼-4.1%10,4770.1%Consumer StaplesDISWalt Disney$589,992$16,812 ▼-2.8%5,2990.1%Consumer DiscretionaryKKellanova$548,8960.0%6,7790.1%Consumer DiscretionaryDFSUDimensional US Sustainability Core 1 ETF$537,3080.0%14,1770.1%ETFGLWCorning$495,729$143 ▲0.0%10,4320.1%Computer and TechnologyFLOTiShares Floating Rate Bond ETF$483,4110.0%9,5010.1%ETFPEPPepsiCo$452,683$100,816 ▼-18.2%2,9770.1%Consumer StaplesHDHome Depot$430,338$389 ▲0.1%1,1060.1%Retail/WholesaleROKRockwell Automation$388,674$286 ▲0.1%1,3600.1%Computer and TechnologyBKBank of New York Mellon$386,6850.0%5,0330.1%FinanceDFGRDimensional Global Real Estate ETF$383,764$383,764 ▲New Holding15,0260.1%ETFMCDMcDonald's$371,936$31,599 ▲9.3%1,2830.1%Retail/WholesaleCATCaterpillar$368,9270.0%1,0170.1%Industrial ProductsBXBlackstone$363,634$172 ▲0.0%2,1090.1%FinanceLLYEli Lilly and Company$361,296$6,948 ▼-1.9%4680.1%MedicalXLKTechnology Select Sector SPDR Fund$360,8710.0%1,5520.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$354,442$25,105 ▼-6.6%8330.1%FinanceAMGNAmgen$354,168$782 ▼-0.2%1,3590.1%MedicalPFGCPerformance Food Group$325,433$10,569 ▼-3.1%3,8490.1%Retail/WholesaleNVDANVIDIA$302,824$19,338 ▲6.8%2,2550.1%Computer and TechnologyCWTCalifornia Water Service Group$299,677$45 ▼0.0%6,6110.1%UtilitiesYUMYum! Brands$264,698$134 ▼-0.1%1,9730.0%Retail/WholesaleIWBiShares Russell 1000 ETF$259,6610.0%8060.0%ETFMETAMeta Platforms$248,852$33,375 ▲15.5%4250.0%Computer and TechnologyBMYBristol-Myers Squibb$244,311$1,188 ▲0.5%4,3190.0%MedicalORLYO'Reilly Automotive$234,788$234,788 ▲New Holding1980.0%Retail/WholesaleDFARDimensional US Real Estate ETF$231,955$780,358 ▼-77.1%9,9680.0%ETFSCHFSchwab International Equity ETF$230,956$115,478 ▲100.0%12,4840.0%ETFADBEAdobe$230,7890.0%5190.0%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$225,2030.0%4,4410.0%ETFRSGRepublic Services$219,286$201 ▲0.1%1,0900.0%Business ServicesMRKMerck & Co., Inc.$215,275$5,272 ▲2.5%2,1640.0%MedicalOKEONEOK$207,627$207,627 ▲New Holding2,0680.0%Oils/EnergyMAMastercard$206,942$206,942 ▲New Holding3930.0%Business ServicesAMTXAemetis$62,4080.0%23,2000.0%Oils/EnergyRTXRTX$0$213,242 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. 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