HCM
Hutchinson Capital Management Portfolio holdings
AUM
$578M
1-Year Est. Return
10.64%
1 Year Est. Return
+10.64%
AUM
$578M
AUM Growth
+$29.8M
(+5.4%)
Holding
98
Top Buys
| 1 | +$11.5M | |
| 2 | +$3.29M | |
| 3 | +$2.78M | |
| 4 |
DoubleLine Commercial Real Estate ETF
DCRE
|
+$2.1M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$757K |
Top Sells
| 1 | +$9.96M | |
| 2 | +$569K | |
| 3 | +$497K | |
| 4 |
Wells Fargo
WFC
|
+$313K |
| 5 |
Apple
AAPL
|
+$308K |
Sector Composition
| 1 | Financials | 28.81% |
| 2 | Technology | 19.15% |
| 3 | Communication Services | 7.68% |
| 4 | Healthcare | 7.07% |
| 5 | Industrials | 6.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.07T
| $36.1M | 6.25% |
71,831
-409
|
|
||
2
Microsoft
MSFT
$3.59T
| $34.6M | 5.98% |
66,749
-959
|
|
||
3
Alphabet (Google) Class A
GOOGL
$3.77T
| $34.1M | 5.89% |
140,126
-2,339
|
|
||
|
4
Apple
AAPL
$4.11T
| $30.2M | 5.23% |
118,714
-1,210
|
|
||
5
Bank of America
BAC
$398B
| $28.5M | 4.93% |
551,951
-5,390
|
|
||
6
Progressive
PGR
$135B
| $25.3M | 4.37% |
102,315
+2,128
|
|
||
7
Jacobs Solutions
J
$16.2B
| $21.2M | 3.66% |
141,134
-1,944
|
|
||
8
W.R. Berkley
WRB
$26.4B
| $18M | 3.11% |
234,504
-1,752
|
|
||
9
Dimensional US High Profitability ETF
DUHP
$10.2B
| $16.4M | 2.84% |
435,134
+8,245
|
|
||
10
Burke & Herbert Financial Services Corp
BHRB
$1.04B
| $15.9M | 2.76% |
258,080
+1,000
|
|
||
11
VeriSign
VRSN
$22.6B
| $15.9M | 2.75% |
56,861
-395
|
|
||
12
Markel Group
MKL
$26.8B
| $15.7M | 2.72% |
8,215
-94
|
|
||
13
Simplify MBS ETF
MTBA
$1.65B
| $15.6M | 2.7% |
310,393
+55,169
|
|
||
14
Adobe
ADBE
$147B
| $15.4M | 2.67% |
43,675
-336
|
|
||
15
Capital One
COF
$152B
| $15.3M | 2.65% |
71,938
-747
|
|
||
16
Exxon Mobil
XOM
$504B
| $14.5M | 2.51% |
128,881
-1,930
|
|
||
17
Waters Corp
WAT
$23.4B
| $14.4M | 2.5% |
48,157
-339
|
|
||
18
Amazon
AMZN
$2.46T
| $14.2M | 2.46% |
64,624
-185
|
|
||
19
Starbucks
SBUX
$96.4B
| $13.6M | 2.35% |
160,539
-1,248
|
|
||
20
Hubbell
HUBB
$24.6B
| $13.3M | 2.3% |
30,933
-200
|
|
||
21
Accenture
ACN
$168B
| $12.1M | 2.1% |
49,195
+13,342
|
|
||
22
Dimensional US Core Equity Market ETF
DFAU
$10.3B
| $11.8M | 2.05% |
258,475
+14,112
|
|
||
23
Zoetis
ZTS
$51.9B
| $11.5M | 1.99% |
+78,634
|
|
||
24
Novo Nordisk
NVO
$223B
| $11.1M | 1.91% |
199,395
-1,422
|
|
||
25
Valero Energy
VLO
$52.4B
| $9.55M | 1.65% |
56,072
-440
|
|