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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
EWU icon
51
iShares MSCI United Kingdom ETF
EWU
$4.14B
$1.08M 0.2%
27,187
– –
UNP icon
52
Union Pacific
UNP
$174B
$1.07M 0.2%
4,653
-352
-7% -$78.1K
V icon
53
Visa
V
$680B
$1.07M 0.19%
3,007
-277
-8% -$96.5K
IJT icon
54
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.39B
$993K 0.18%
7,465
– –
IBM icon
55
IBM
IBM
$225B
$983K 0.18%
3,334
+5
+0.2% +$1.29K
VEEV icon
56
Veeva Systems
VEEV
$38.6B
$900K 0.16%
3,125
-1
-0% -$248
KO icon
57
Coca-Cola
KO
$373B
$662K 0.12%
9,350
– –
GOOG icon
58
Alphabet (Google) Class C
GOOG
$4.25T
$636K 0.12%
3,587
+9
+0.3% +$1.49K
DIS icon
59
Walt Disney
DIS
$178B
$636K 0.12%
5,130
-64
-1% -$6.65K
PFE icon
60
Pfizer
PFE
$151B
$585K 0.11%
24,135
+39
+0.2% +$910
DFSU
61
Dimensional US Sustainability Core 1 ETF
DFSU
$2.37B
$556K 0.1%
14,177
– –
GLW icon
62
Corning
GLW
$137B
$548K 0.1%
10,426
-4
-0% -$187
K
63
DELISTED
Kellanova
K
$539K 0.1%
6,779
– –
DFGR icon
64
Dimensional Global Real Estate ETF
DFGR
$3.79B
$519K 0.09%
19,344
+4,081
+27% +$107K
FLOT icon
65
iShares Floating Rate Bond ETF
FLOT
$10.5B
$471K 0.09%
9,226
-138
-1% -$7.01K
ROK icon
66
Rockwell Automation
ROK
$49.4B
$451K 0.08%
1,359
-1
-0.1% -$285
MRSH
67
Marsh
MRSH
$91.6B
$437K 0.08%
2,000
-1,395
-41% -$315K
CAT icon
68
Caterpillar
CAT
$389B
$394K 0.07%
1,016
-1
-0.1% -$333
HD icon
69
Home Depot
HD
$355B
$393K 0.07%
1,072
-37
-3% -$13.4K
PEP icon
70
PepsiCo
PEP
$188B
$388K 0.07%
2,936
– –
IEUR icon
71
iShares Core MSCI Europe ETF
IEUR
$9.14B
$386K 0.07%
+5,835
New +$369K
AMGN icon
72
Amgen
AMGN
$224B
$381K 0.07%
1,363
-1
-0.1% -$283
MCD icon
73
McDonald's
MCD
$193B
$375K 0.07%
1,283
– –
LLY icon
74
Eli Lilly
LLY
$1.09T
$365K 0.07%
468
– –
PFGC icon
75
Performance Food Group
PFGC
$17.9B
$337K 0.06%
3,849
– –
1 2
3
4

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IIA
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TAM
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JCP
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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.