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HCM

Hutchinson Capital Management Portfolio holdings

AUM $584M
1-Year Est. Return 12.69%
This Fund
S&P 500
This Quarter Est. Return
+4.82%
1 Year Est. Return
+12.69%
3 Year Est. Return
+52.62%
5 Year Est. Return
+61.74%
10 Year Est. Return
+238.04%
AUM
$548M
AUM Growth
+$23.9M
Cap. Flow
+$6.69M
Cap. Flow %
1.22%
Top 10 Hldgs %
44.11%
Holding
97
New
5
Increased
22
Reduced
46
Closed
5

Top Buys

Rank Stock Value
1
HUBB icon
Hubbell
HUBB
+$11.5M
2
MTBA icon
Simplify MBS ETF
MTBA
+$2.95M
3
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$2.79M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M
5
CMCSA icon
Comcast
CMCSA
+$1.71M

Top Sells

Rank Stock Value
1
RHI icon
Robert Half
RHI
+$7.88M
2
VRSN icon
VeriSign
VRSN
+$4.25M
3
XOM icon
ExxonMobil
XOM
+$692K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$569K
5
J icon
Jacobs Solutions
J
+$467K

Sector Composition

Rank Sector Weight
1 Financials 30.02%
2 Technology 19.05%
3 Consumer Discretionary 7.34%
4 Communication Services 6.67%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
26
Comcast
CMCSA
$89.4B
$9.88M 1.8%
276,800
+49,473
+22% +$1.71M
WFC icon
27
Wells Fargo
WFC
$265B
$7.89M 1.44%
98,511
– –
VLO icon
28
Valero Energy
VLO
$90.7B
$7.6M 1.39%
56,512
-1,049
-2% -$131K
ARE icon
29
Alexandria Real Estate Equities
ARE
$8.32B
$7.57M 1.38%
104,174
-3,909
-4% -$290K
DFAI
30
Dimensional International Core Equity Market ETF
DFAI
$17.9B
$7.09M 1.29%
205,029
+22,017
+12% +$721K
DFAC icon
31
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$5.02M 0.92%
140,144
-5,904
-4% -$197K
VTIP icon
32
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$4.41M 0.8%
87,714
+2,072
+2% +$103K
SCHO icon
33
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$4.19M 0.76%
171,722
-1,699
-1% -$41.3K
DCRE icon
34
DoubleLine Commercial Real Estate Debt ETF
DCRE
$459M
$3.01M 0.55%
57,862
+53,908
+1,363% +$2.79M
DIHP icon
35
Dimensional International High Profitability ETF
DIHP
$6.59B
$2.56M 0.47%
86,952
+6,327
+8% +$178K
CVX icon
36
Chevron
CVX
$382B
$2.48M 0.45%
17,350
-1,810
-9% -$255K
DFAE icon
37
Dimensional Emerging Core Equity Market ETF
DFAE
$9.66B
$2.16M 0.39%
74,564
+6,861
+10% +$184K
DFSI
38
Dimensional International Sustainability Core 1 ETF
DFSI
$1.2B
$1.8M 0.33%
45,736
– –
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.79M 0.33%
2,901
-391
-12% -$224K
DFAX icon
40
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
$1.7M 0.31%
57,734
+1,035
+2% +$28.5K
SCHR
41
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.69M 0.31%
67,675
+18,784
+38% +$465K
GLDM icon
42
SPDR Gold MiniShares Trust
GLDM
$30B
$1.67M 0.3%
+25,437
New +$1.66M
DFAT icon
43
Dimensional US Targeted Value ETF
DFAT
$14.7B
$1.64M 0.3%
30,439
+2,919
+11% +$149K
PG icon
44
Procter & Gamble
PG
$340B
$1.64M 0.3%
10,268
-112
-1% -$18.3K
BA icon
45
Boeing
BA
$184B
$1.61M 0.29%
7,706
-1,351
-15% -$255K
SCHP icon
46
Schwab US TIPS ETF
SCHP
$16.2B
$1.58M 0.29%
59,140
+92
+0.2% +$2.43K
IAU icon
47
iShares Gold Trust
IAU
$65.1B
$1.44M 0.26%
23,132
– –
JPM icon
48
JPMorgan Chase
JPM
$956B
$1.41M 0.26%
4,856
– –
COST icon
49
Costco
COST
$423B
$1.37M 0.25%
1,387
-106
-7% -$105K
JNJ icon
50
Johnson & Johnson
JNJ
$631B
$1.13M 0.21%
7,416
-2,778
-27% -$427K
1
2
3 4

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Hutchinson Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Hutchinson Capital Management held 97 positions worth $548M, up 4.6% from $524M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Hutchinson Capital Management's Q2 2025 filing shows 5 new, 22 increased, 46 reduced and 5 closed positions. Its largest new stake was Hubbell: 31,133 shares worth $12.7M. The largest sale was Robert Half, an estimated $7.88M.

By sector, the portfolio is most concentrated in Financials at 30% of assets, down from 31% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Hutchinson Capital Management's largest Q2 2025 buy was Hubbell: 31,133 shares worth $12.7M.
  • Hutchinson Capital Management added most to Simplify MBS ETF in Q2 2025, an estimated $2.95M increase.
  • Hutchinson Capital Management's biggest Q2 2025 reduction was VeriSign, cutting an estimated $4.25M.
  • Hutchinson Capital Management fully exited Robert Half in Q2 2025, selling an estimated $7.88M.
  • Hutchinson Capital Management's ten largest holdings make up 44% of its $548M portfolio in Q2 2025.
  • Hutchinson Capital Management opened 5 new positions and closed 5 in Q2 2025.
  • Hutchinson Capital Management's portfolio value rose 4.6% quarter-over-quarter to $548M.

Based on Hutchinson Capital Management's 13F filing for Q2 2025, filed 4 Aug 2025.