Hutchinson Financial Advisors, INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-09-30, active share 69.9%; sector active share 16.6% against the combined 13F book's sector weights.
Over time 2 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.
View clone backtestPortfolio Concentration
67 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 21.5% | $21,892,161 |
| Unclassified | 21.5% | $21,841,786 |
| Financial Services | 16.4% | $16,716,945 |
| Healthcare | 8.7% | $8,847,132 |
| Communication Services | 8.0% | $8,108,874 |
| Industrials | 7.5% | $7,587,784 |
| Energy | 6.5% | $6,631,961 |
| Consumer Cyclical | 4.8% | $4,839,221 |
| Consumer Defensive | 4.4% | $4,470,010 |
| Basic Materials | 0.8% | $830,601 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPDW | State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | +30,659 | 63,172 | $2,703,129 | |
| GLDM | World Gold Trust | +27,959 | 48,768 | $3,728,313 | |
| — | +5,973 | 28,803 | $2,866,474 | ||
| SPAB | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF | +3,753 | 29,466 | $761,696 | |
| 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 | $2,769,758 | |
| UL | Unilever PLC | +669 | 31,532 | $1,871,089 | |
| CMCSA | Comcast Corp | +656 | 47,667 | $1,497,694 | |
| 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 | +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 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ENB | Enbridge Inc | −16,457 | 42,434 | $2,141,219 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −6,668 | 39,898 | $3,125,609 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −4,667 | 25,921 | $1,434,208 | |
| — | −4,324 | 23,150 | $1,018,600 | ||
| JAAA | Janus Henderson AAA CLO ETF | −1,944 | 18,786 | $953,953 | |
| 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 | $1,882,568 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −199 | 14,112 | $1,474,845 | |
| VOO | VANGUARD 500 INDEX FUND | −10 | 435 | $266,385 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DOV | DOVER Corp | 8,442 | $1,408,378 | |
| — | 13,422 | $1,231,468 | ||
| — | 15,645 | $400,512 | ||
| 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 | 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| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Added | 9,502 | $4,921,560 | 4.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 15,645 | $3,803,299 | 3.74% | |
| GLDM |
World Gold Trust
|
Added | 48,768 | $3,728,313 | 3.66% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 7,039 | $3,538,786 | 3.48% | |
| AAPL |
Apple Inc.
Technology
|
Added | 12,942 | $3,295,421 | 3.24% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 39,898 | $3,125,609 | 3.07% | |
|
|
Added | 28,803 | $2,866,474 | 2.82% | ||
| V |
Visa Inc.
Financial Services
|
Added | 8,378 | $2,860,081 | 2.81% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 13,158 | $2,769,758 | 2.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,351 | $2,711,909 | 2.66% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Added | 63,172 | $2,703,129 | 2.66% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 27,114 | $2,656,358 | 2.61% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Added | 23,932 | $2,607,630 | 2.56% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 8,795 | $2,473,505 | 2.43% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 25,347 | $2,419,878 | 2.38% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 8,263 | $2,307,773 | 2.27% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 42,434 | $2,141,219 | 2.10% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Held | 394 | $2,127,312 | 2.09% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 18,799 | $2,119,587 | 2.08% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 5,880 | $2,005,080 | 1.97% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 3,839 | $1,882,568 | 1.85% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 31,532 | $1,871,089 | 1.84% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,478 | $1,727,925 | 1.70% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 32,732 | $1,688,643 | 1.66% | |
| COP |
Conocophillips
Energy
|
Added | 16,778 | $1,587,031 | 1.56% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 2,756 | $1,567,640 | 1.54% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Held | 8,036 | $1,526,357 | 1.50% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 2,055 | $1,509,150 | 1.48% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 47,667 | $1,497,694 | 1.47% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Reduced | 14,112 | $1,474,845 | 1.45% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 25,921 | $1,434,208 | 1.41% | |
| DOV |
DOVER Corp
Industrials
|
NEW | 8,442 | $1,408,378 | 1.38% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,394 | $1,404,568 | 1.38% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 9,278 | $1,303,002 | 1.28% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Added | 3,854 | $1,245,304 | 1.22% | |
| NVS |
Novartis AG
Healthcare
|
Added | 9,656 | $1,238,285 | 1.22% | |
|
|
NEW | 13,422 | $1,231,468 | 1.21% | ||
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 6,065 | $1,135,185 | 1.12% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 4,329 | $1,063,635 | 1.05% | |
| SNY |
Sanofi
Healthcare
|
Added | 22,436 | $1,058,979 | 1.04% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 9,096 | $1,041,492 | 1.02% | |
|
|
Reduced | 23,150 | $1,018,600 | 1.00% | ||
| JAAA |
Janus Henderson AAA CLO ETF
|
Reduced | 18,786 | $953,953 | 0.94% | |
| ADSK |
Autodesk, Inc.
Technology
|
Added | 2,684 | $852,626 | 0.84% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,461 | $820,257 | 0.81% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 2,316 | $816,969 | 0.80% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 8,333 | $795,218 | 0.78% | |
| VAL |
Valaris Ltd
Energy
|
Reduced | 16,078 | $784,124 | 0.77% | |
| SPAB |
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF
|
Added | 29,466 | $761,696 | 0.75% | |
| ASHR |
DBX ETF Trust
|
Held | 22,906 | $755,439 | 0.74% |
Showing the top 50 of 67 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.