HUTCHINSON CAPITAL MANAGEMENT/CA

CIK

1078246

Location

SAN RAFAEL, CA

Portfolio Value

Small $580,323,674

Diversification

Diversified

Filing Date

Global Rank

#3,404 / 8,814 ▼ 299

Top Industry

Insurance - Property & Casualty 10.9%

Period ended 4 months ago

Filed Aug 10, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.6%, 21.9 effective positions, active share 68.5% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

17.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.6 quarters (12+), a floor since 48.3% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 68.5%; sector active share 30.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

108 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.4%

+1.1 pts

Top 5

35.8%

+0.9 pts

Top 10

52.6%

−0.7 pts

HHI

457

Diversified+8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.2%	$151,791,738	14
Unclassified	22.7%	$131,568,044	36
Technology	19.8%	$114,876,346	13
Industrials	8.5%	$49,043,985	11
Healthcare	6.8%	$39,180,244	12
Energy	6.3%	$36,645,727	4
Communication Services	5.8%	$33,724,524	4
Consumer Cyclical	3.3%	$19,207,986	6
Consumer Defensive	0.7%	$3,925,932	6
Utilities	0.1%	$330,284	1
Basic Materials	0.0%	$28,864	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	+41,544	162,823	$4,015,215
MA	Mastercard Inc	+23,014	23,428	$12,032,620
MTBA	Simplify MBS ETF	+22,430	401,942	$19,723,293
DFAI	Dimensional International Core Equity Market ETF	+18,026	282,045	$11,634,356
DCOR	Dimensional ETF Trust	+15,102	65,872	$5,400,186
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+14,297	111,936	$4,123,722
SCHO	Schwab Short-Term U.S. Treasury ETF	+13,305	253,954	$6,130,449
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+12,095	135,668	$6,814,603
XOM	ExxonMobil Holdings Corp	+11,229	139,820	$19,116,190
DCRE	DoubleLine Commercial Real Estate Debt ETF	+7,180	135,006	$6,993,985
SCHP	Schwab U.S. TIPS ETF	+5,646	73,860	$1,957,290
DFAU	Dimensional US Core Equity Market ETF	+5,253	301,928	$15,606,658
DFAE	Dimensional Emerging Core Equity Market ETF	+4,523	102,801	$4,133,628
J	Jacobs Solutions Inc.	+4,145	141,913	$17,881,038
DFAT	Dimensional U.S. Targeted Value ETF	+3,812	40,343	$2,819,975
NVDA	Nvidia Corp	+3,650	5,884	$1,177,329
DIHP	Dimensional International High Profitability ETF	+3,621	106,622	$3,638,475
AAPL	Apple Inc.	+3,596	120,621	$34,902,892
DUHP	Dimensional US High Profitability ETF	+3,222	451,548	$18,843,098
DFGR	Dimensional Global Real Estate ETF	+2,225	30,471	$882,744
BMY	Bristol Myers Squibb Co	+2,029	5,647	$325,380
AMTX	Aemetis, Inc	+2,000	17,600	$28,864
CVX	Chevron Corp	+1,505	18,541	$3,073,356
BHRB	Burke & Herbert Financial Services Corp.	+1,000	259,080	$18,617,488
AVGO	Broadcom Inc.	+738	43,442	$16,410,215
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp	−141,735	285,955	$16,293,715
COF	Capital One Financial Corp	−26,841	44,143	$8,855,968
GOOGL	Alphabet Inc.	−20,762	88,790	$31,730,882
NVO	Novo Nordisk A S	−6,443	187,985	$9,012,000
GLDM	World Gold Trust	−5,094	20,343	$1,615,641
PG	PROCTER & GAMBLE Co	−3,936	5,532	$811,212
DFAC	Dimensional U.S. Core Equity 2 ETF	−3,893	164,817	$7,311,282
ZTS	Zoetis Inc.	−3,490	108,344	$7,785,599
MKL	Markel Group Inc.	−2,666	5,484	$10,710,306
ACN	Accenture plc	−2,009	50,121	$6,237,057
ADBE	Adobe Inc.	−2,007	51,886	$10,637,667
DIS	Walt Disney Co	−1,102	3,237	$311,561
WRB	Berkley W R Corp	−1,027	231,879	$16,354,425
WAT	Waters Corp	−593	46,381	$17,394,730
PGR	Progressive Corp	−502	100,917	$22,045,318
VLO	Valero Energy Corp	−432	54,587	$14,216,638
FLOT	iShares Floating Rate Bond ETF	−395	8,376	$0
VRSN	Verisign Inc	−312	55,557	$13,975,918
SPY	Spdr S&P 500 ETF Trust	−192	2,007	$1,498,767
AMZN	Amazon Com Inc	−113	73,894	$17,611,895
GLW	Corning Inc	−57	10,369	$2,648,553
HUBB	Hubbell Inc	−48	30,746	$16,086,307
JNJ	Johnson & Johnson	−40	6,939	$1,762,297
CAT	Caterpillar Inc	−27	905	$963,734
BRK-B	Berkshire Hathaway Inc	−19	71,609	$35,832,427
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	23,924	$5,356,583
HONA	Honeywell Aerospace Inc.	23,923	$5,288,896
MU	Micron Technology Inc	514	$593,305
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	9,541	$506,722
AMD	Advanced Micro Devices Inc	746	$433,358
GE	General Electric Co	1,107	$413,719
JQUA	JPMorgan U.S. Quality Factor ETF	4,894	$353,738
KLAC	Kla Corp	900	$271,539
GEV	GE Vernova Inc.	230	$270,217
SCHD	Schwab U.S. Dividend Equity ETF	6,832	$216,642
ABT	Abbott Laboratories	2,360	$214,146
ABBV	AbbVie Inc.	842	$211,880
TSLA	Tesla, Inc.	487	$204,832
RTX	RTX Corp	1,079	$204,718
WDC	Western Digital Corp	314	$200,558
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
UNP	Union Pacific Corp	4,674	$1,134,005
SBUX	Starbucks Corp	4,167	$373,321
TSM	Taiwan Semiconductor Manufacturing Co Ltd	691	$233,523
GLD	Spdr Gold Trust	485	$208,690
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

108 tracked positions · $580,323,674 total · filing declares 108 positions · $583,669,084 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 108 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	71,609	-19	$35,832,427	+4.4%	26+	before history	6.17%
AAPL	Apple Inc. Technology	Added	120,621	+3,596	$34,902,892	+17.5%	26+	before history	6.01%
GOOGL	Alphabet Inc. Communication Services	Reduced	88,790	-20,762	$31,730,882	+0.7%	26+	before history	5.47%
MSFT	Microsoft Corp Technology	Added	70,412	+569	$26,265,084	+1.6%	26+	before history	4.53%
PGR	Progressive Corp Financial Services	Reduced	100,917	-502	$22,045,318	+9.6%	26+	before history	3.80%
MTBA	Simplify MBS ETF	Added	401,942	+22,430	$19,723,293	+5.1%	7	$50.13	3.40%
XOM	ExxonMobil Holdings Corp Energy	Added	139,820	+11,229	$19,116,190	−12.4%	26+	before history	3.29%
DUHP	Dimensional US High Profitability ETF	Added	451,548	+3,222	$18,843,098	+14.3%	17	$28.85	3.25%
BHRB	Burke & Herbert Financial Services Corp. Financial Services	Added	259,080	+1,000	$18,617,488	+15.8%	13	$77.49	3.21%
J	Jacobs Solutions Inc. Industrials	Added	141,913	+4,145	$17,881,038	+2.0%	16	unpriced	3.08%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	73,894	-113	$17,611,895	+14.3%	26+	before history	3.03%
WAT	Waters Corp Healthcare	Reduced	46,381	-593	$17,394,730	+24.3%	13	$290.44	3.00%
AVGO	Broadcom Inc. Technology	Added	43,442	+738	$16,410,215	+24.2%	2	$330.27	2.83%
WRB	Berkley W R Corp Financial Services	Reduced	231,879	-1,027	$16,354,425	+5.9%	13	$39.54	2.82%
BAC	Bank Of America Corp Financial Services	Reduced	285,955	-141,735	$16,293,715	−21.9%	24	$27.13	2.81%
HUBB	Hubbell Inc Industrials	Reduced	30,746	-48	$16,086,307	+6.4%	5	$371.38	2.77%
DFAU	Dimensional US Core Equity Market ETF	Added	301,928	+5,253	$15,606,658	+16.6%	18	$36.20	2.69%
VLO	Valero Energy Corp Energy	Reduced	54,587	-432	$14,216,638	+4.6%	26+	before history	2.45%
VRSN	Verisign Inc Technology	Reduced	55,557	-312	$13,975,918	+0.7%	26+	before history	2.41%
MA	Mastercard Inc Financial Services	Added	23,428	+23,014	$12,032,620	+5716.8%	7	$498.97	2.07%
DFAI	Dimensional International Core Equity Market ETF	Added	282,045	+18,026	$11,634,356	+13.1%	17	$30.38	2.00%
MKL	Markel Group Inc. Financial Services	Reduced	5,484	-2,666	$10,710,306	−31.3%	26+	before history	1.85%
ADBE	Adobe Inc. Technology	Reduced	51,886	-2,007	$10,637,667	−18.8%	13	$399.28	1.83%
NVO	Novo Nordisk A S Healthcare	Reduced	187,985	-6,443	$9,012,000	+26.1%	26+	before history	1.55%
COF	Capital One Financial Corp Financial Services	Reduced	44,143	-26,841	$8,855,968	−31.6%	26+	before history	1.53%
ZTS	Zoetis Inc. Healthcare	Reduced	108,344	-3,490	$7,785,599	−41.1%	4	$142.08	1.34%
WFC	Wells Fargo & Company Financial Services	Added	92,391	+27	$7,635,192	+3.8%	26+	before history	1.32%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	164,817	-3,893	$7,311,282	+11.5%	15	$28.90	1.26%
DCRE	DoubleLine Commercial Real Estate Debt ETF	Added	135,006	+7,180	$6,993,985	+5.3%	6	$51.87	1.21%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	135,668	+12,095	$6,814,603	+10.4%	11	$48.37	1.17%
ACN	Accenture plc Technology	Reduced	50,121	-2,009	$6,237,057	−39.7%	9	$291.55	1.07%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	253,954	+13,305	$6,130,449	+5.0%	26+	before history	1.06%
DCOR	Dimensional ETF Trust	Added	65,872	+15,102	$5,400,186	+47.6%	5	$74.07	0.93%
HON	Honeywell International Inc Industrials	NEW	23,924	NEW	$5,356,583	NEW	1	unpriced	0.92%
HONA	Honeywell Aerospace Inc. Industrials	NEW	23,923	NEW	$5,288,896	NEW	1	unpriced	0.91%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	102,801	+4,523	$4,133,628	+24.2%	17	$26.79	0.71%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	111,936	+14,297	$4,123,722	+24.3%	13	$29.47	0.71%
SCHR	Schwab Intermediate-Term U.S. Treasury ETF	Added	162,823	+41,544	$4,015,215	+32.9%	23	unpriced	0.69%
DIHP	Dimensional International High Profitability ETF	Added	106,622	+3,621	$3,638,475	+9.6%	17	$25.47	0.63%
CVX	Chevron Corp Energy	Added	18,541	+1,505	$3,073,356	−12.8%	26+	before history	0.53%
DFAT	Dimensional U.S. Targeted Value ETF	Added	40,343	+3,812	$2,819,975	+23.6%	13	$55.18	0.49%
GLW	Corning Inc Technology	Reduced	10,369	-57	$2,648,553	+86.8%	26+	before history	0.46%
DFSI	Dimensional International Sustainability Core 1 ETF	Held	45,887	0	$2,069,503	+6.4%	14	$29.82	0.36%
SCHP	Schwab U.S. TIPS ETF	Added	73,860	+5,646	$1,957,290	+7.8%	23	unpriced	0.34%
JNJ	Johnson & Johnson Healthcare	Reduced	6,939	-40	$1,762,297	+3.3%	26+	before history	0.30%
IAU	Ishares Gold Trust	Held	23,132	0	$1,746,697	−14.3%	9	$44.19	0.30%
BA	Boeing Co Industrials	Added	7,751	+152	$1,677,858	+10.9%	26+	before history	0.29%
GLDM	World Gold Trust	Reduced	20,343	-5,094	$1,615,641	−31.5%	5	$65.08	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,630	+67	$1,515,537	+12.9%	26+	before history	0.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,007	-192	$1,498,767	+4.8%	26+	before history	0.26%

Showing the top 50 of 108 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.