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HCM

Hutchinson Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
-3.76%
1 Year Est. Return
+9.54%
3 Year Est. Return
+46.46%
5 Year Est. Return
+62.91%
10 Year Est. Return
+211.36%
AUM
$544M
AUM Growth
-$39.2M
Cap. Flow
-$6M
Cap. Flow %
-1.1%
Top 10 Hldgs %
43.55%
Holding
103
New
5
Increased
35
Reduced
36
Closed
6

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$14.1M
2
ZTS icon
Zoetis
ZTS
+$4.56M
3
ADBE icon
Adobe
ADBE
+$2.91M
4
MTBA icon
Simplify MBS ETF
MTBA
+$2.19M
5
AMZN icon
Amazon
AMZN
+$2M

Top Sells

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$14.7M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.57M
3
DEO icon
Diageo
DEO
+$7.9M
4
BAC icon
Bank of America
BAC
+$6.41M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.27M

Sector Composition

Rank Sector Weight
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
UNP icon
51
Union Pacific
UNP
$174B
$1.13M 0.21%
4,674
+22
+0.5% +$5.39K
IJT icon
52
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
$1.08M 0.2%
7,465
– –
GOOG icon
53
Alphabet (Google) Class C
GOOG
$4.32T
$1M 0.18%
3,487
-116
-3% -$36.4K
IBM icon
54
IBM
IBM
$223B
$916K 0.17%
3,777
-4
-0.1% -$1.08K
V icon
55
Visa
V
$677B
$912K 0.17%
3,018
+9
+0.3% +$2.89K
DFGR icon
56
Dimensional Global Real Estate ETF
DFGR
$3.85B
$751K 0.14%
28,246
+3,814
+16% +$105K
KO icon
57
Coca-Cola
KO
$374B
$712K 0.13%
9,358
– –
CAT icon
58
Caterpillar
CAT
$387B
$660K 0.12%
932
-53
-5% -$36.7K
DFSU
59
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$599K 0.11%
14,570
– –
VEEV icon
60
Veeva Systems
VEEV
$37.4B
$548K 0.1%
3,121
-4
-0.1% -$786
PFE icon
61
Pfizer
PFE
$152B
$531K 0.1%
18,923
-1,851
-9% -$49.3K
GDX icon
62
VanEck Gold Miners ETF
GDX
$27.4B
$497K 0.09%
5,416
– –
ROK icon
63
Rockwell Automation
ROK
$49B
$487K 0.09%
1,357
– –
AMGN icon
64
Amgen
AMGN
$222B
$482K 0.09%
1,369
– –
PEP icon
65
PepsiCo
PEP
$190B
$449K 0.08%
2,892
-15
-0.5% -$2.34K
FLOT icon
66
iShares Floating Rate Bond ETF
FLOT
$10.3B
$447K 0.08%
8,771
– –
LLY icon
67
Eli Lilly
LLY
$1.06T
$437K 0.08%
475
-1
-0.2% -$1.01K
DIS icon
68
Walt Disney
DIS
$181B
$418K 0.08%
4,339
-10
-0.2% -$1.06K
MCD icon
69
McDonald's
MCD
$195B
$408K 0.08%
1,314
+18
+1% +$5.73K
NVDA icon
70
NVIDIA
NVDA
$5.42T
$390K 0.07%
2,234
+6
+0.3% +$1.1K
SBUX icon
71
Starbucks
SBUX
$120B
$373K 0.07%
4,167
-155,620
-97% -$14.7M
VOO icon
72
Vanguard S&P 500 ETF
VOO
$1.01T
$357K 0.07%
597
-668
-53% -$418K
MRSH
73
Marsh
MRSH
$91.4B
$347K 0.06%
1,999
+1
+0.1% +$180
DFAW icon
74
Dimensional World Equity ETF
DFAW
$1.63B
$335K 0.06%
4,537
+38
+0.8% +$2.89K
DFAR icon
75
Dimensional US Real Estate ETF
DFAR
$1.77B
$330K 0.06%
13,966
+3,998
+40% +$96.1K
1 2
3
4 5

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Hutchinson Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Hutchinson Capital Management held 103 positions worth $544M, down 6.7% from $583M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Hutchinson Capital Management's Q1 2026 filing shows 5 new, 35 increased, 36 reduced and 6 closed positions. Its largest new stake was Broadcom: 42,704 shares worth $13.2M. The largest sale was Starbucks, an estimated $14.7M.

By sector, the portfolio is most concentrated in Financials at 27% of assets, down from 29% a quarter earlier, followed by Technology and Energy.

  • Hutchinson Capital Management's largest Q1 2026 buy was Broadcom: 42,704 shares worth $13.2M.
  • Hutchinson Capital Management added most to Zoetis in Q1 2026, an estimated $4.56M increase.
  • Hutchinson Capital Management's biggest Q1 2026 reduction was Starbucks, cutting an estimated $14.7M.
  • Hutchinson Capital Management fully exited Diageo in Q1 2026, selling an estimated $7.9M.
  • Hutchinson Capital Management's ten largest holdings make up 44% of its $544M portfolio in Q1 2026.
  • Hutchinson Capital Management opened 5 new positions and closed 6 in Q1 2026.
  • Hutchinson Capital Management's portfolio value fell 6.7% quarter-over-quarter to $544M.

Based on Hutchinson Capital Management's 13F filing for Q1 2026, filed 12 May 2026.