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Hutchinson Capital Management

CIK 1078246 · latest 13F filed 10 August 2026 · Read the filing on EDGAR

Hutchinson Capital Management reported 108 US-listed holdings worth $583.7 million in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Berkshire Hathaway Inc. Class B (6.1%), Apple Inc. (6.0%) and Alphabet Inc. (5.4%). Against the quarter before, it opened 15 positions, added to 51, trimmed 26 and sold out of 4.

Reported holdings$583.7M+7.3% on Q1 2026
Positions108+11 on Q1 2026
The largest ten42.0%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Where the money is
Added toHeldTrimmed
BRKB6.1%AAPL6.0%GOOGL5.4%MSFT4.5%PGR3.8%MTBA3.4%XOM3.3%DUHP3.2%BHRB3.2%J3.1%AMZN3.0%WAT3.0%AVGO2.8%WRB2.8%94 more46.4%

The 14 largest of its 108 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $527.9 million in 89 positions$528MQ3 24Q4 2024: $530.0 million in 93 positions$530MQ4 24Q1 2025: $524.2 million in 92 positions$524MQ1 25Q2 2025: $548.0 million in 92 positions$548MQ2 25Q3 2025: $577.9 million in 97 positions$578MQ3 25Q4 2025: $583.3 million in 98 positions$583MQ4 25Q1 2026: $544.1 million in 97 positions$544MQ1 26Q2 2026: $583.7 million in 108 positions$584MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +5.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +5.6%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 15Added 51Held 16Trimmed 26Sold out 4
Opened: 15Added: 51Held: 16Trimmed: 26Sold out: 4

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 15

  1. Honeywell International Inc. HON$5.4 million
  2. Honeywell Aerospace Inc. HONA$5.3 million
  3. Micron Technology Inc. MU$593,305
  4. Select Sector SPDR Trust XLE$506,697
  5. Advanced Micro Devices Inc. AMD$433,359
  6. General Electric Co. GE$413,719
  7. J P Morgan Exchange Traded F JQUA$353,738
  8. KLA Corp. KLAC$271,539

and 7 more in the table below

Added to 51

  1. Mastercard Inc. MA+23,014 shares · +5559%
  2. ExxonMobil Holdings Corp. XOM+11,229 shares · +9%
  3. Dimensional ETF Trust DCOR+15,102 shares · +30%
  4. Simplify Exchange Traded Fun MTBA+22,430 shares · +6%
  5. Apple Inc. AAPL+3,596 shares · +3%
  6. Schwab Strategic Trust SCHR+41,544 shares · +34%
  7. Dimensional ETF Trust DFAI+18,026 shares · +7%
  8. NVIDIA Corp. NVDA+3,650 shares · +163%

and 43 more in the table below

Trimmed 26

  1. Bank of America Corp. BAC-141,735 shares · -33%
  2. Alphabet Inc. GOOGL-20,762 shares · -19%
  3. Capital One Financial Corp. COF-26,841 shares · -38%
  4. Markel Group Inc. MKL-2,666 shares · -33%
  5. Procter & Gamble Co. PG-3,936 shares · -42%
  6. Adobe Inc. ADBE-2,007 shares · -4%
  7. SPDR Gold MiniShares GLDM-5,094 shares · -20%
  8. Novo Nordisk A/S NVO-6,443 shares · -3%

and 18 more in the table below

Sold out of 4

  1. Union Pacific Corp. UNP$1.1 million last quarter
  2. Starbucks Corp. SBUX$373,329 last quarter
  3. Taiwan Semiconductor Manufacturing Company Limited TSM$233,523 last quarter
  4. SPDR Gold Trust GLD$208,691 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Berkshire Hathaway Inc. Class B BRKB71.6K$35.8 million6.14%-19
Apple Inc. AAPL120.6K$34.9 million5.98%+3.6K
Alphabet Inc. GOOGL88.8K$31.7 million5.44%-20.8K
Microsoft Corp. MSFT70.4K$26.3 million4.50%+569
Progressive Corp. PGR100.9K$22.0 million3.78%-502
Simplify Exchange Traded Fun MTBA401.9K$19.7 million3.38%+22.4K
ExxonMobil Holdings Corp. XOM139.8K$19.1 million3.28%+11.2K
Dimensional ETF Trust DUHP451.5K$18.8 million3.23%+3.2K
Burke Herbert Finl Svcs Corp. BHRB259.1K$18.6 million3.19%+1.0K
Jacobs Solutions Inc. J141.9K$17.9 million3.06%+4.1K
Amazon.com Inc. AMZN73.9K$17.6 million3.02%-113
Waters Corp. WAT46.4K$17.4 million2.98%-593
Broadcom Inc. AVGO43.4K$16.4 million2.81%+738
W. R. Berkley Corp. WRB231.9K$16.4 million2.80%-1.0K
Bank of America Corp. BAC286.0K$16.3 million2.79%-141.7K
Hubbell Inc. HUBB30.7K$16.1 million2.76%-48
Dimensional ETF Trust DFAU301.9K$15.6 million2.67%+5.3K
Valero Energy Corp. VLO54.6K$14.2 million2.44%-432
Verisign Inc. VRSN55.6K$14.0 million2.39%-312
Mastercard Inc. MA23.4K$12.0 million2.06%+23.0K
Dimensional ETF Trust DFAI282.0K$11.6 million1.99%+18.0K
Markel Group Inc. MKL5.5K$10.7 million1.83%-2.7K
Adobe Inc. ADBE51.9K$10.6 million1.82%-2.0K
Novo Nordisk A/S NVO188.0K$9.0 million1.54%-6.4K
Capital One Financial Corp. COF44.1K$8.9 million1.52%-26.8K
Zoetis Inc. ZTS108.3K$7.8 million1.33%-3.5K
Wells Fargo & Company WFC92.4K$7.6 million1.31%+27
Dimensional ETF Trust DFAC164.8K$7.3 million1.25%-3.9K
Doubleline ETF Trust DCRE135.0K$7.0 million1.20%+7.2K
Vanguard Shrt-Term Infl-Prot Se VTIP135.7K$6.8 million1.17%+12.1K
Accenture plc ACN50.1K$6.2 million1.07%-2.0K
Schwab Strategic Trust SCHO254.0K$6.1 million1.05%+13.3K
Dimensional ETF Trust DCOR65.9K$5.4 million0.93%+15.1K
Honeywell International Inc. HON23.9K$5.4 million0.92%new
Honeywell Aerospace Inc. HONA23.9K$5.3 million0.91%new
Dimensional ETF Trust DFAE102.8K$4.1 million0.71%+4.5K
Dimensional ETF Trust DFAX111.9K$4.1 million0.71%+14.3K
Schwab Strategic Trust SCHR162.8K$4.0 million0.69%+41.5K
Dimensional ETF Trust DIHP106.6K$3.6 million0.62%+3.6K
Chevron Corp. CVX18.5K$3.1 million0.53%+1.5K
Dimensional ETF Trust DFAT40.3K$2.8 million0.48%+3.8K
Corning Inc. GLW10.4K$2.6 million0.45%-57
Dimensional ETF Trust DFSI45.9K$2.1 million0.35%no change
Schwab Strategic Trust SCHP73.9K$2.0 million0.34%+5.6K
Johnson & Johnson JNJ6.9K$1.8 million0.30%-40
iShares Gold Trust IAU23.1K$1.7 million0.30%no change
Boeing Co. BA7.8K$1.7 million0.29%+152
SPDR Gold MiniShares GLDM20.3K$1.6 million0.28%-5.1K
JPMorgan Chase & Co. JPM4.6K$1.5 million0.26%+67
SPDR S&P 500 SPY2.0K$1.5 million0.26%-192
Alphabet Inc. GOOG3.8K$1.4 million0.23%+349
iShares Trust IJT7.5K$1.3 million0.23%no change
iShares Trust EWU27.2K$1.3 million0.21%no change
Costco Wholesale Corp. COST1.3K$1.2 million0.21%+73
NVIDIA Corp. NVDA5.9K$1.2 million0.20%+3.6K
International Business Machines Corp. IBM4.0K$1.1 million0.19%+216
Visa Inc. V3.0K$1.0 million0.18%+15
Caterpillar Inc. CAT905$963,7350.17%-27
Dimensional ETF Trust DFGR30.5K$882,7450.15%+2.2K
Procter & Gamble Co. PG5.5K$811,2120.14%-3.9K
Coca-Cola Co. KO9.4K$763,6940.13%+39
Dimensional ETF Trust DFSU14.6K$679,3990.12%no change
Rockwell Automation, Inc. ROK1.3K$664,3970.11%-15
Eli Lilly & Co. LLY531$636,8970.11%+56
Micron Technology Inc. MU514$593,3050.10%new
Veeva Systems Inc. VEEV3.3K$587,2480.10%+188
Vanguard S&P 500 VOO855$587,2230.10%+258
Select Sector SPDR Trust XLE9.5K$506,6970.09%new
Amgen Inc. AMGN1.4K$496,4090.09%+2
Home Depot, Inc. HD1.4K$488,2140.08%+433
PepsiCo Inc. PEP3.4K$460,9020.08%+512
Pfizer Inc. PFE18.9K$455,7460.08%+3
Performance Food Group Co. PFGC3.9K$441,4590.08%+260
Advanced Micro Devices Inc. AMD746$433,3590.07%new
iShares Trust FLOT8.4K$427,5950.07%-395
General Electric Co. GE1.1K$413,7190.07%new
Vaneck ETF Trust GDX5.4K$408,6370.07%no change
McDonald's Corp. MCD1.5K$403,8500.07%+180
Dimensional ETF Trust DFAW4.6K$377,6050.06%+24
Dimensional ETF Trust DFAR14.0K$365,3510.06%no change
J P Morgan Exchange Traded F JQUA4.9K$353,7380.06%new
Marsh & McLennan Companies, Inc. MRSH2.0K$335,1730.06%+12
California Water Service Group CWT6.8K$330,2850.06%+177
iShares Trust IWB806$330,0570.06%no change
Meta Platforms, Inc. META580$326,7180.06%+142
J P Morgan Exchange Traded F JMST6.4K$326,2980.06%no change
Bristol-Myers Squibb Co. BMY5.6K$325,4090.06%+2.0K
Walt Disney Co. DIS3.2K$311,5940.05%-1.1K
Merck & Co., Inc. MRK2.3K$297,8630.05%-17
Schwab Strategic Trust SCHF10.5K$289,4960.05%no change
Bank of New York Mellon Corp. BNY1.9K$275,0480.05%+13
O'Reilly Automotive, Inc. ORLY3.0K$274,7040.05%+18
KLA Corp. KLAC900$271,5390.05%new
GE Vernova Inc. GEV230$270,2180.05%new
Listed FD Trust INFL5.0K$249,4000.04%no change
Schwab Fundamental Internationa FNDF4.7K$247,9720.04%no change
Blackstone Inc. BX2.1K$247,9310.04%no change
Phillips 66 PSX1.4K$239,5440.04%+10
Republic Services, Inc. RSG1.1K$236,5190.04%+3
Philip Morris International Inc. PM1.3K$235,3640.04%+6
Yum! Brands, Inc. YUM1.4K$224,6030.04%+8
Schwab Strategic Trust SCHD6.8K$216,6290.04%new
Abbott Laboratories ABT2.4K$214,1460.04%new
AbbVie Inc. ABBV842$211,9940.04%new
Tesla, Inc. TSLA487$204,8320.04%new
RTX Corp. RTX1.1K$204,7190.04%new
Western Digital Corp. WDC314$200,5580.03%new
Aemetis Inc. AMTX17.6K$28,8640.00%+2.0K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.