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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
+4.82%
1 Year Est. Return
+9.54%
3 Year Est. Return
+46.46%
5 Year Est. Return
+62.91%
10 Year Est. Return
+211.35%
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
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.1T
$35.1M 6.4%
72,240
-1,120
-2% -$569K
MSFT icon
2
Microsoft
MSFT
$3.45T
$33.7M 6.15%
67,708
-1,057
-2% -$459K
PGR icon
3
Progressive
PGR
$123B
$26.7M 4.88%
100,187
-1,214
-1% -$333K
BAC icon
4
Bank of America
BAC
$435B
$26.4M 4.81%
557,341
+33,645
+6% +$1.42M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.36T
$25.1M 4.58%
142,465
-2,426
-2% -$397K
AAPL icon
6
Apple
AAPL
$4.54T
$24.6M 4.49%
119,924
-1,144
-0.9% -$231K
J icon
7
Jacobs Solutions
J
$15.9B
$18.8M 3.43%
143,078
-3,784
-3% -$467K
WRB icon
8
W.R. Berkley
WRB
$26.9B
$17.4M 3.17%
236,256
-4,958
-2% -$355K
ADBE icon
9
Adobe
ADBE
$99.5B
$17M 3.11%
44,011
-697
-2% -$269K
WAT icon
10
Waters Corp
WAT
$37B
$16.9M 3.09%
48,496
-685
-1% -$236K
MKL icon
11
Markel Group
MKL
$23.3B
$16.6M 3.03%
8,309
-143
-2% -$268K
VRSN icon
12
VeriSign
VRSN
$26.2B
$16.5M 3.02%
57,256
-15,701
-22% -$4.25M
COF icon
13
Capital One
COF
$128B
$15.5M 2.82%
72,685
-1,123
-2% -$210K
BHRB icon
14
Burke & Herbert Financial Services Corp
BHRB
$1.48B
$15.4M 2.8%
257,080
– –
DUHP icon
15
Dimensional US High Profitability ETF
DUHP
$12.2B
$15.2M 2.77%
426,889
+8,378
+2% +$280K
SBUX icon
16
Starbucks
SBUX
$120B
$14.8M 2.71%
161,787
-2,369
-1% -$205K
AMZN icon
17
Amazon
AMZN
$2.92T
$14.2M 2.59%
64,809
-815
-1% -$161K
XOM icon
18
ExxonMobil
XOM
$644B
$14.1M 2.57%
130,811
-6,469
-5% -$692K
NVO
19
Novo Nordisk
NVO
$208B
$13.9M 2.53%
200,817
+13,949
+7% +$949K
MTBA icon
20
Simplify MBS ETF
MTBA
$1.52B
$12.8M 2.33%
255,224
+59,177
+30% +$2.95M
HUBB icon
21
Hubbell
HUBB
$25B
$12.7M 2.32%
+31,133
New +$11.5M
ACN icon
22
Accenture
ACN
$102B
$10.7M 1.96%
35,853
-216
-0.6% -$65.8K
DFAU icon
23
Dimensional US Core Equity Market ETF
DFAU
$12.4B
$10.4M 1.89%
244,363
+43,667
+22% +$1.71M
KMX icon
24
CarMax
KMX
$8.13B
$9.96M 1.82%
148,230
-3,934
-3% -$265K
DEO icon
25
Diageo
DEO
$49B
$9.92M 1.81%
98,339
-1,559
-2% -$169K
1
2 3 4

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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.