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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
NVDA icon
76
NVIDIA
NVDA
$5.27T
$316K 0.06%
2,000
+31
+2% +$3.9K
BX icon
77
Blackstone
BX
$118B
$315K 0.06%
2,108
-1
-0% -$137
META icon
78
Meta Platforms (Facebook)
META
$1.53T
$314K 0.06%
425
-5
-1% -$3.09K
CWT icon
79
California Water Service
CWT
$3.09B
$301K 0.05%
6,610
-3
-0% -$144
GDX icon
80
VanEck Gold Miners ETF
GDX
$27.5B
$282K 0.05%
+5,416
New +$269K
DCOR icon
81
Dimensional US Core Equity 1 ETF
DCOR
$3.45B
$279K 0.05%
+4,180
New +$260K
IWB icon
82
iShares Russell 1000 ETF
IWB
$50B
$274K 0.05%
806
– –
RSG icon
83
Republic Services
RSG
$65.9B
$267K 0.05%
1,084
-6
-0.6% -$1.48K
ORLY icon
84
O'Reilly Automotive
ORLY
$74.9B
$265K 0.05%
2,940
-30
-1% -$2.73K
PM icon
85
Philip Morris
PM
$290B
$254K 0.05%
1,397
+136
+11% +$23.4K
DFAR icon
86
Dimensional US Real Estate ETF
DFAR
$1.74B
$234K 0.04%
9,968
– –
SCHF icon
87
Schwab International Equity ETF
SCHF
$68.5B
$231K 0.04%
10,451
– –
JMST icon
88
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.14B
$226K 0.04%
4,441
– –
BNY
89
Bank of New York Mellon
BNY
$109B
$224K 0.04%
2,461
-2,572
-51% -$218K
MA icon
90
Mastercard
MA
$492B
$221K 0.04%
393
+1
+0.3% +$553
YUM icon
91
Yum! Brands
YUM
$39.5B
$204K 0.04%
1,374
-601
-30% -$87.7K
AMTX icon
92
Aemetis
AMTX
$123M
$38.7K 0.01%
15,600
– –
BMY icon
93
Bristol-Myers Squibb
BMY
$130B
– –
-4,230
Closed -$258K
DIA icon
94
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
– –
-518
Closed -$217K
OKE icon
95
Oneok
OKE
$57.7B
– –
-2,054
Closed -$204K
RHI icon
96
Robert Half
RHI
$4.31B
– –
-144,472
Closed -$7.88M
XLK icon
97
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-2,268
Closed -$234K
1 2 3
4

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IIA
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TAM
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GIM
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TCM
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AF
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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.