HCM

Hutchinson Capital Management Portfolio holdings

AUM $548M
1-Year Return 12.58%
This Quarter Return
-0.04%
1 Year Return
+12.58%
3 Year Return
+50.43%
5 Year Return
+107.91%
10 Year Return
+193.52%
AUM
$524M
AUM Growth
-$5.81M
Cap. Flow
-$44.8K
Cap. Flow %
-0.01%
Top 10 Hldgs %
45.05%
Holding
95
New
2
Increased
24
Reduced
45
Closed
3

Top Buys

1
ADBE icon
Adobe
ADBE
+$16.9M
2
CMCSA icon
Comcast
CMCSA
+$4.93M
3
MTBA icon
Simplify MBS ETF
MTBA
+$3.14M
4
NVO icon
Novo Nordisk
NVO
+$779K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$300K

Top Sells

1
UNH icon
UnitedHealth
UNH
+$16.9M
2
AMTM
Amentum Holdings, Inc.
AMTM
+$3.06M
3
VRSN icon
VeriSign
VRSN
+$1.05M
4
MSFT icon
Microsoft
MSFT
+$587K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 30.8%
2 Technology 19.3%
3 Consumer Discretionary 7.98%
4 Healthcare 6.72%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
RHI icon
26
Robert Half
RHI
$3.67B
$7.88M 1.5%
144,472
-3,696
-2% -$202K
DFAU icon
27
Dimensional US Core Equity Market ETF
DFAU
$9.25B
$7.71M 1.47%
200,696
+995
+0.5% +$38.2K
VLO icon
28
Valero Energy
VLO
$49.3B
$7.6M 1.45%
57,561
-713
-1% -$94.2K
WFC icon
29
Wells Fargo
WFC
$260B
$7.07M 1.35%
98,511
– –
DFAI icon
30
Dimensional International Core Equity Market ETF
DFAI
$11.5B
$5.72M 1.09%
183,012
+863
+0.5% +$27K
DFAC icon
31
Dimensional US Core Equity 2 ETF
DFAC
$37.8B
$4.82M 0.92%
146,048
+1,486
+1% +$49K
VTIP icon
32
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$4.27M 0.82%
85,642
+4,035
+5% +$201K
SCHO icon
33
Schwab Short-Term US Treasury ETF
SCHO
$11.1B
$4.22M 0.81%
173,421
+9,216
+6% +$224K
CVX icon
34
Chevron
CVX
$319B
$3.21M 0.61%
19,160
-1,351
-7% -$226K
DIHP icon
35
Dimensional International High Profitability ETF
DIHP
$4.48B
$2.17M 0.41%
80,625
+168
+0.2% +$4.53K
SPY icon
36
SPDR S&P 500 ETF Trust
SPY
$671B
$1.84M 0.35%
3,292
-486
-13% -$272K
PG icon
37
Procter & Gamble
PG
$372B
$1.77M 0.34%
10,380
-23
-0.2% -$3.92K
DFAE icon
38
Dimensional Emerging Core Equity Market ETF
DFAE
$6.68B
$1.75M 0.33%
67,703
+1,502
+2% +$38.9K
JNJ icon
39
Johnson & Johnson
JNJ
$430B
$1.69M 0.32%
10,194
-254
-2% -$42.1K
DFSI icon
40
Dimensional International Sustainability Core 1 ETF
DFSI
$809M
$1.6M 0.3%
45,736
– –
SCHP icon
41
Schwab US TIPS ETF
SCHP
$14.1B
$1.59M 0.3%
59,048
+11,156
+23% +$300K
BA icon
42
Boeing
BA
$163B
$1.54M 0.29%
9,057
-147
-2% -$25.1K
DFAX icon
43
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.46B
$1.49M 0.28%
56,699
+212
+0.4% +$5.55K
DFAT icon
44
Dimensional US Targeted Value ETF
DFAT
$11.8B
$1.42M 0.27%
27,520
+307
+1% +$15.8K
COST icon
45
Costco
COST
$427B
$1.41M 0.27%
1,493
+1
+0.1% +$946
IAU icon
46
iShares Gold Trust
IAU
$53.6B
$1.36M 0.26%
23,132
– –
SCHR icon
47
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
$1.22M 0.23%
48,891
– –
JPM icon
48
JPMorgan Chase
JPM
$843B
$1.19M 0.23%
4,856
-435
-8% -$107K
UNP icon
49
Union Pacific
UNP
$128B
$1.18M 0.23%
5,005
+6
+0.1% +$1.42K
V icon
50
Visa
V
$663B
$1.15M 0.22%
3,284
-162
-5% -$56.8K
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