Hutchinson Financial Advisors, INC

CIK

2078477

Location

Glen Allen, VA

Portfolio Value

Micro $78,434,797

Diversification

Diversified

Filing Date

Global Rank

#5,969 / 7,987 ▲ 87 · as of Sep 2025

Top Industry

Software - Infrastructure 10.6%

3Y Alpha vs SPY

-9.2%

Period ended 10 months ago

Filed Oct 14, 2025 · 9mo

2 quarters · since Jun 2025

Clone Performance

Aug 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.9%

SPY

+18.1%

Annualised alpha

-9.1%

Max drawdown

−7.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

53 positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

6.3%

−0.5 pts

Top 5

24.6%

+1.5 pts

Top 10

41.9%

+0.5 pts

HHI

293

Diversified−5

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Technology	26.1%	$20,480,235	12
Financial Services	21.3%	$16,716,945	8
Healthcare	11.0%	$8,604,388	10
Communication Services	10.2%	$8,014,830	5
Industrials	9.6%	$7,555,851	4
Energy	8.5%	$6,631,961	4
Unclassified	5.4%	$4,204,064	2
Consumer Cyclical	3.6%	$2,797,001	2
Consumer Defensive	3.3%	$2,598,921	4
Basic Materials	1.1%	$830,601	2

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	+27,959	48,768	$3,728,313
XOM	ExxonMobil Holdings Corp	+1,544	18,799	$2,119,587
BRK-B	Berkshire Hathaway Inc	+1,218	7,039	$3,538,786
UBER	Uber Technologies, Inc	+685	27,114	$2,656,358
HON	Honeywell International Inc	+677	13,158	$2,737,825
CMCSA	Comcast Corp	+656	47,667	$1,403,650
BNY	Bank of New York Mellon Corp	+596	23,932	$2,607,630
SCHW	Schwab Charles Corp	+578	25,347	$2,419,878
WFC	Wells Fargo & Company/Mn	+526	3,655	$306,362
AMZN	Amazon Com Inc	+500	12,351	$2,711,909
COR	Cencora, Inc.	+472	2,287	$714,756
SNY	Sanofi	+397	22,436	$1,058,979
V	Visa Inc.	+367	8,378	$2,860,081
AAPL	Apple Inc.	+243	12,942	$3,295,421
NVS	Novartis AG	+234	9,656	$1,238,285
RTX	RTX Corp	+229	8,394	$1,404,568
GSK	GSK plc	+196	5,451	$235,265
MSFT	Microsoft Corp	+171	9,502	$4,921,560
DEO	Diageo PLC	+164	8,333	$795,218
COP	Conocophillips	+137	16,778	$1,587,031
JPM	Jpmorgan Chase & Co	+127	5,478	$1,727,925
BDX	Becton Dickinson & Co	+122	6,065	$892,441
GD	General Dynamics Corp	+114	5,880	$2,005,080
ADI	Analog Devices Inc	+108	4,329	$1,063,635
ELV	Elevance Health, Inc.	+108	3,854	$1,245,304
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
ENB	Enbridge Inc	−16,457	42,434	$2,141,219
ORCL	Oracle Corp	−1,606	8,795	$2,473,505
VAL	Valaris Ltd	−1,376	16,078	$784,124
DIS	Walt Disney Co	−1,137	9,096	$1,041,492
CRM	Salesforce, Inc.	−882	3,461	$820,257
MA	Mastercard Inc	−825	2,756	$1,567,640
CRWD	CrowdStrike Holdings, Inc.	−712	3,839	$470,642
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
DOV	DOVER Corp	8,442	$1,408,378
KO	Coca Cola Co	4,341	$287,895
VKTX	Viking Therapeutics, Inc.	10,842	$284,927
VZ	Verizon Communications Inc	5,853	$257,239
GLW	Corning Inc /Ny	2,822	$231,488
PM	Philip Morris International Inc.	1,312	$212,806
SHW	Sherwin Williams Co	605	$209,487
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $78,434,797 total · as of Sep 30, 2025

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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	9,502	+171	$4,921,560	+6.0%	6.27%
GOOGL	Alphabet Inc. Communication Services	Added	15,645	+80	$3,803,299	+38.7%	4.85%
GLDM	World Gold Trust	Added	48,768	+27,959	$3,728,313	+173.5%	4.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,039	+1,218	$3,538,786	+25.1%	4.51%
AAPL	Apple Inc. Technology	Added	12,942	+243	$3,295,421	+26.5%	4.20%
V	Visa Inc. Financial Services	Added	8,378	+367	$2,860,081	+0.6%	3.65%
HON	Honeywell International Inc Industrials	Added	13,158	+677	$2,737,825	−4.7%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	12,351	+500	$2,711,909	+4.3%	3.46%
UBER	Uber Technologies, Inc Technology	Added	27,114	+685	$2,656,358	+7.7%	3.39%
BNY	Bank of New York Mellon Corp Financial Services	Added	23,932	+596	$2,607,630	+22.6%	3.32%
ORCL	Oracle Corp Technology	Reduced	8,795	-1,606	$2,473,505	+8.8%	3.15%
SCHW	Schwab Charles Corp Financial Services	Added	25,347	+578	$2,419,878	+7.1%	3.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	8,263	+75	$2,307,773	+24.4%	2.94%
ENB	Enbridge Inc Energy	Reduced	42,434	-16,457	$2,141,219	−19.8%	2.73%
XOM	ExxonMobil Holdings Corp Energy	Added	18,799	+1,544	$2,119,587	+14.0%	2.70%
GD	General Dynamics Corp Industrials	Added	5,880	+114	$2,005,080	+19.2%	2.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,478	+127	$1,727,925	+11.4%	2.20%
BAC	Bank Of America Corp /De/ Financial Services	Added	32,732	+31	$1,688,643	+9.1%	2.15%
COP	Conocophillips Energy	Added	16,778	+137	$1,587,031	+6.3%	2.02%
MA	Mastercard Inc Financial Services	Reduced	2,756	-825	$1,567,640	−22.1%	2.00%
IQV	Iqvia Holdings Inc. Healthcare	Held	8,036	0	$1,526,357	+20.5%	1.95%
META	Meta Platforms, Inc. Communication Services	Held	2,055	0	$1,509,150	−0.5%	1.92%
DOV	DOVER Corp Industrials	NEW	8,442	NEW	$1,408,378	NEW	1.80%
RTX	RTX Corp Industrials	Added	8,394	+229	$1,404,568	+17.8%	1.79%
CMCSA	Comcast Corp Communication Services	Added	47,667	+656	$1,403,650	−10.7%	1.79%
PEP	Pepsico Inc Consumer Defensive	Added	9,278	+55	$1,303,002	+7.0%	1.66%
ELV	Elevance Health, Inc. Healthcare	Added	3,854	+108	$1,245,304	−14.5%	1.59%
NVS	Novartis AG Healthcare	Added	9,656	+234	$1,238,285	+8.6%	1.58%
ADI	Analog Devices Inc Technology	Added	4,329	+108	$1,063,635	+5.9%	1.36%
SNY	Sanofi Healthcare	Added	22,436	+397	$1,058,979	−0.5%	1.35%
DIS	Walt Disney Co Communication Services	Reduced	9,096	-1,137	$1,041,492	−17.9%	1.33%
BDX	Becton Dickinson & Co Healthcare	Added	6,065	+122	$892,441	+10.9%	1.14%
ADSK	Autodesk, Inc. Technology	Added	2,684	+46	$852,626	+4.4%	1.09%
CRM	Salesforce, Inc. Technology	Reduced	3,461	-882	$820,257	−30.7%	1.05%
ADBE	Adobe Inc. Technology	Held	2,316	0	$816,969	−8.8%	1.04%
DEO	Diageo PLC Consumer Defensive	Added	8,333	+164	$795,218	−3.5%	1.01%
VAL	Valaris Ltd Energy	Reduced	16,078	-1,376	$784,124	+6.7%	1.00%
COR	Cencora, Inc. Healthcare	Added	2,287	+472	$714,756	+31.3%	0.91%
VEEV	Veeva Systems Inc Healthcare	Added	2,379	+57	$708,727	+6.0%	0.90%
MDT	Medtronic plc Healthcare	Added	7,343	+83	$699,347	+10.5%	0.89%
ECL	Ecolab Inc. Basic Materials	Held	2,268	0	$621,114	+1.6%	0.79%
NVDA	Nvidia Corp Technology	Added	3,055	+80	$570,001	+21.3%	0.73%
FISV	Fiserv Inc	Held	3,690	0	$475,751	−25.2%	0.61%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	3,839	-712	$470,642	−18.8%	0.60%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,655	+526	$306,362	+22.2%	0.39%
KO	Coca Cola Co Consumer Defensive	NEW	4,341	NEW	$287,895	NEW	0.37%
VKTX	Viking Therapeutics, Inc. Healthcare	NEW	10,842	NEW	$284,927	NEW	0.36%
VZ	Verizon Communications Inc Communication Services	NEW	5,853	NEW	$257,239	NEW	0.33%
GSK	GSK plc Healthcare	Added	5,451	+196	$235,265	+16.6%	0.30%
GLW	Corning Inc /Ny Technology	NEW	2,822	NEW	$231,488	NEW	0.30%