HCM
Hutchinson Capital Management Portfolio holdings
AUM
$548M
1-Year Est. Return
12.58%
1 Year Est. Return
+12.58%
AUM
$524M
AUM Growth
-$5.81M
(-1.1%)
Holding
95
Top Buys
| 1 | +$16.9M | |
| 2 | +$4.93M | |
| 3 | +$3.14M | |
| 4 |
Novo Nordisk
NVO
|
+$779K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$300K |
Top Sells
| 1 | +$16.9M | |
| 2 | +$3.06M | |
| 3 | +$1.05M | |
| 4 |
Microsoft
MSFT
|
+$587K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$534K |
Sector Composition
| 1 | Financials | 30.8% |
| 2 | Technology | 19.3% |
| 3 | Consumer Discretionary | 7.98% |
| 4 | Healthcare | 6.72% |
| 5 | Communication Services | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.03T
| $39.1M | 7.45% |
73,360
-1,002
|
|
||
2
Progressive
PGR
$123B
| $28.7M | 5.48% |
101,401
-1,059
|
|
||
3
Apple
AAPL
$3.99T
| $26.9M | 5.13% |
121,068
-1,247
|
|
||
|
4
Microsoft
MSFT
$4T
| $25.8M | 4.92% |
68,765
-1,564
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.29T
| $22.4M | 4.27% |
144,891
-1,904
|
|
||
6
Bank of America
BAC
$387B
| $21.9M | 4.17% |
523,696
-5,186
|
|
||
7
VeriSign
VRSN
$21.7B
| $18.5M | 3.53% |
72,957
-4,149
|
|
||
8
Waters Corp
WAT
$20.7B
| $18.1M | 3.46% |
49,181
-645
|
|
||
9
Jacobs Solutions
J
$19.1B
| $17.6M | 3.35% |
146,862
-2,251
|
|
||
10
W.R. Berkley
WRB
$27B
| $17.2M | 3.27% |
241,214
-3,245
|
|
||
11
Adobe
ADBE
$143B
| $17.1M | 3.27% |
44,708
+44,189
|
|
||
12
Exxon Mobil
XOM
$497B
| $16.3M | 3.11% |
137,280
-1,048
|
|
||
13
Starbucks
SBUX
$96.4B
| $16.1M | 3.07% |
164,156
-1,556
|
|
||
14
Markel Group
MKL
$23.2B
| $15.8M | 3.01% |
8,452
-83
|
|
||
15
Burke & Herbert Financial Services Corp
BHRB
$929M
| $14.4M | 2.75% |
257,080
|
|
||
16
Dimensional US High Profitability ETF
DUHP
$9.85B
| $13.9M | 2.65% |
418,511
-4,763
|
|
||
17
Capital One
COF
$140B
| $13.2M | 2.52% |
73,808
-889
|
|
||
|
18
Novo Nordisk
NVO
$232B
| $13M | 2.48% |
186,868
+11,217
|
|
||
19
Amazon
AMZN
$2.47T
| $12.5M | 2.38% |
65,624
-732
|
|
||
20
CarMax
KMX
$6.45B
| $11.9M | 2.26% |
152,164
-4,095
|
|
||
21
Accenture
ACN
$157B
| $11.3M | 2.15% |
36,069
-275
|
|
||
22
Diageo
DEO
$51.7B
| $10.5M | 2% |
99,898
-93
|
|
||
23
Alexandria Real Estate Equities
ARE
$10.3B
| $10M | 1.91% |
108,083
-535
|
|
||
24
Simplify MBS ETF
MTBA
$1.51B
| $9.83M | 1.88% |
196,047
+62,590
|
|
||
25
Comcast
CMCSA
$107B
| $8.39M | 1.6% |
227,327
+133,546
|
|