We are live on ! Find out more
HCM

Hutchinson Capital Management Portfolio holdings

AUM $584M
1-Year Est. Return 12.69%
This Fund
S&P 500
This Quarter Est. Return
+4.85%
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
$578M
AUM Growth
+$29.8M
Cap. Flow
+$10.2M
Cap. Flow %
1.76%
Top 10 Hldgs %
45.03%
Holding
98
New
6
Increased
24
Reduced
43
Closed
1

Top Buys

Rank Stock Value
1
ZTS icon
Zoetis
ZTS
+$11.9M
2
ACN icon
Accenture
ACN
+$3.48M
3
MTBA icon
Simplify MBS ETF
MTBA
+$2.77M
4
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$2.09M
5
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$737K

Top Sells

Rank Stock Value
1
KMX icon
CarMax
KMX
+$9.96M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$490K
3
MSFT icon
Microsoft
MSFT
+$489K
4
WFC icon
Wells Fargo
WFC
+$303K
5
J icon
Jacobs Solutions
J
+$279K

Sector Composition

Rank Sector Weight
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
COST icon
51
Costco
COST
$420B
$1.13M 0.2%
1,226
-161
-12% -$154K
UNP icon
52
Union Pacific
UNP
$174B
$1.1M 0.19%
4,651
-2
-0% -$451
IJT icon
53
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$1.06M 0.18%
7,465
– –
V icon
54
Visa
V
$671B
$1.03M 0.18%
3,004
-3
-0.1% -$1.04K
IBM icon
55
IBM
IBM
$219B
$935K 0.16%
3,315
-19
-0.6% -$4.97K
VEEV icon
56
Veeva Systems
VEEV
$38.1B
$931K 0.16%
3,125
– –
GOOG icon
57
Alphabet (Google) Class C
GOOG
$4.17T
$876K 0.15%
3,597
+10
+0.3% +$2.1K
GLW icon
58
Corning
GLW
$143B
$855K 0.15%
10,426
– –
DCOR icon
59
Dimensional US Core Equity 1 ETF
DCOR
$3.46B
$722K 0.13%
10,041
+5,861
+140% +$408K
DFSU
60
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$659K 0.11%
15,524
+1,347
+10% +$55.1K
KO icon
61
Coca-Cola
KO
$373B
$620K 0.11%
9,350
– –
PFE icon
62
Pfizer
PFE
$150B
$609K 0.11%
23,920
-215
-0.9% -$5.31K
DFGR icon
63
Dimensional Global Real Estate ETF
DFGR
$3.8B
$608K 0.11%
22,280
+2,936
+15% +$79.5K
K
64
DELISTED
Kellanova
K
$556K 0.1%
6,779
– –
DIS icon
65
Walt Disney
DIS
$178B
$501K 0.09%
4,373
-757
-15% -$89.2K
CAT icon
66
Caterpillar
CAT
$396B
$485K 0.08%
1,016
– –
ROK icon
67
Rockwell Automation
ROK
$49.7B
$474K 0.08%
1,357
-2
-0.1% -$691
FLOT icon
68
iShares Floating Rate Bond ETF
FLOT
$10.5B
$463K 0.08%
9,068
-158
-2% -$8.05K
HD icon
69
Home Depot
HD
$344B
$436K 0.08%
1,075
+3
+0.3% +$1.18K
GDX icon
70
VanEck Gold Miners ETF
GDX
$28B
$414K 0.07%
5,416
– –
NVDA icon
71
NVIDIA
NVDA
$5.41T
$413K 0.07%
2,213
+213
+11% +$37.1K
PEP icon
72
PepsiCo
PEP
$188B
$408K 0.07%
2,902
-34
-1% -$4.86K
MRSH
73
Marsh
MRSH
$90.1B
$403K 0.07%
2,000
– –
PFGC icon
74
Performance Food Group
PFGC
$17.1B
$400K 0.07%
3,849
– –
IEUR icon
75
iShares Core MSCI Europe ETF
IEUR
$9.13B
$397K 0.07%
5,835
– –
1 2
3
4

Similar funds

AIM
Arcadia Investment Management Kalamazoo, Michigan $584M AUM 21.44% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
TAM
Talos Asset Management New York $585M AUM 204.8% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
TCM
Trybe Capital Management Greenwich, Connecticut $581M AUM 112.96% 1-Year Est. Return
CC
Converium Capital Montreal $586M AUM
FMI
Frec Markets Inc San Francisco, California $587M AUM
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return

Hutchinson Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Hutchinson Capital Management held 98 positions worth $578M, up 5.4% from $548M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Hutchinson Capital Management's Q3 2025 filing shows 6 new, 24 increased, 43 reduced and 1 closed positions. Its largest new stake was Zoetis: 78,634 shares worth $11.5M. The largest sale was CarMax, an estimated $9.96M.

By sector, the portfolio is most concentrated in Financials at 29% of assets, down from 30% a quarter earlier, followed by Technology and Communication Services.

  • Hutchinson Capital Management's largest Q3 2025 buy was Zoetis: 78,634 shares worth $11.5M.
  • Hutchinson Capital Management added most to Accenture in Q3 2025, an estimated $3.48M increase.
  • Hutchinson Capital Management's biggest Q3 2025 reduction was Alphabet (Google) Class A, cutting an estimated $490K.
  • Hutchinson Capital Management fully exited CarMax in Q3 2025, selling an estimated $9.96M.
  • Hutchinson Capital Management's ten largest holdings make up 45% of its $578M portfolio in Q3 2025.
  • Hutchinson Capital Management opened 6 new positions and closed 1 in Q3 2025.
  • Hutchinson Capital Management's portfolio value rose 5.4% quarter-over-quarter to $578M.

Based on Hutchinson Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.