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HCM
Hutchinson Capital Management Portfolio holdings
AUM
$544M
1-Year Est. Return
9.54%
This Fund
S&P 500
1 Year Est. Return
+9.54%
AUM
$544M
AUM Growth
-$39.2M
(-6.7%)
Holding
103
Top Buys
| 1 | +$14.1M | |
| 2 | +$4.56M | |
| 3 | +$2.91M | |
| 4 |
Simplify MBS ETF
MTBA
|
+$2.19M |
| 5 |
Amazon
AMZN
|
+$2M |
Top Sells
| 1 | +$14.7M | |
| 2 | +$9.57M | |
| 3 | +$7.9M | |
| 4 |
Bank of America
BAC
|
+$6.41M |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$1.27M |
Sector Composition
| 1 | Financials | 26.83% |
| 2 | Technology | 20.04% |
| 3 | Energy | 7.2% |
| 4 | Healthcare | 7.09% |
| 5 | Industrials | 6.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $34.3M | 6.31% |
71,628
-718
|
|
||
2
Alphabet (Google) Class A
GOOGL
$4.49T
| $31.5M | 5.79% |
109,552
-30,455
|
|
||
3
Apple
AAPL
$4.38T
| $29.7M | 5.46% |
117,025
-1,755
|
|
||
4
Microsoft
MSFT
$2.82T
| $25.9M | 4.75% |
69,843
+3,046
|
|
||
5
Exxon Mobil
XOM
$571B
| $21.8M | 4.01% |
128,591
-1,070
|
|
||
|
6
Bank of America
BAC
$399B
| $20.8M | 3.83% |
427,690
-124,124
|
|
||
7
Progressive
PGR
$119B
| $20.1M | 3.7% |
101,419
-866
|
|
||
|
8
Simplify MBS ETF
MTBA
$1.56B
| $18.8M | 3.45% |
379,512
+43,646
|
|
||
9
Jacobs Solutions
J
$14.3B
| $17.5M | 3.22% |
137,768
-2,780
|
|
||
10
Dimensional US High Profitability ETF
DUHP
$12.1B
| $16.5M | 3.03% |
448,326
+776
|
|
||
11
Burke & Herbert Financial Services Corp
BHRB
$1.32B
| $16.1M | 2.95% |
258,080
|
|
||
12
Markel Group
MKL
$23.1B
| $15.6M | 2.87% |
8,150
-72
|
|
||
13
W.R. Berkley
WRB
$25B
| $15.4M | 2.84% |
232,906
-2,072
|
|
||
|
14
Amazon
AMZN
$2.63T
| $15.4M | 2.83% |
74,007
+9,095
|
|
||
15
Hubbell
HUBB
$27.7B
| $15.1M | 2.78% |
30,794
-447
|
|
||
16
Waters Corp
WAT
$34.9B
| $14M | 2.57% |
46,974
-716
|
|
||
17
VeriSign
VRSN
$24.1B
| $13.9M | 2.55% |
55,869
-1,282
|
|
||
18
Valero Energy
VLO
$70.2B
| $13.6M | 2.5% |
55,019
-898
|
|
||
|
19
Dimensional US Core Equity Market ETF
DFAU
$12.2B
| $13.4M | 2.46% |
296,675
-26,957
|
|
||
20
Zoetis
ZTS
$33B
| $13.2M | 2.43% |
111,834
+36,904
|
|
||
21
Broadcom
AVGO
$1.96T
| $13.2M | 2.43% |
+42,704
|
|
||
22
Adobe
ADBE
$77.6B
| $13.1M | 2.41% |
53,893
+10,500
|
|
||
23
Capital One
COF
$125B
| $12.9M | 2.38% |
70,984
-1,040
|
|
||
24
Accenture
ACN
$78.6B
| $10.3M | 1.9% |
52,130
+430
|
|
||
25
Dimensional International Core Equity Market ETF
DFAI
$16.6B
| $10.3M | 1.89% |
264,019
+16,558
|
|