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HFA

Hutchinson Financial Advisors Portfolio holdings

AUM $102M
This Fund
S&P 500
This Quarter Est. Return
+6.85%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$12.5M
Cap. Flow
+$7.13M
Cap. Flow %
7.01%
Top 10 Hldgs %
33.04%
Holding
67
New
9
Increased
37
Reduced
13
Closed
–

Top Buys

Rank Stock Value
1
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.92M
2
DOV icon
Dover
DOV
+$1.52M
3
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.23M
5
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$593K

Top Sells

Rank Stock Value
1
ENB icon
Enbridge
ENB
+$774K
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$503K
3
MA icon
Mastercard
MA
+$474K
4
ORCL icon
Oracle
ORCL
+$409K
5
CRWD icon
CrowdStrike
CRWD
+$324K

Sector Composition

Rank Sector Weight
1 Technology 21.99%
2 Financials 16.43%
3 Healthcare 8.7%
4 Communication Services 7.97%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.9T
$4.92M 4.84%
9,502
+171
+2% +$87.2K
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.12T
$3.8M 3.74%
15,645
+80
+0.5% +$16.8K
GLDM icon
3
SPDR Gold MiniShares Trust
GLDM
$27.5B
$3.72M 3.66%
48,768
+27,959
+134% +$1.92M
BRK.B icon
4
Berkshire Hathaway Class B
BRK.B
$1.1T
$3.54M 3.48%
7,039
+1,218
+21% +$590K
AAPL icon
5
Apple
AAPL
$4.97T
$3.3M 3.24%
12,942
+243
+2% +$54.9K
SPYM
6
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$3.12M 3.07%
39,898
-6,668
-14% -$503K
BILS icon
7
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
$2.87M 2.82%
28,803
+5,973
+26% +$593K
V icon
8
Visa
V
$677B
$2.86M 2.81%
8,378
+367
+5% +$127K
HON icon
9
Honeywell
HON
$76.4B
$2.77M 2.72%
13,961
+719
+5% +$150K
AMZN icon
10
Amazon
AMZN
$2.44T
$2.71M 2.67%
12,351
+500
+4% +$113K
SPDW icon
11
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$2.7M 2.65%
63,172
+30,659
+94% +$1.27M
UBER icon
12
Uber
UBER
$145B
$2.66M 2.61%
27,114
+685
+3% +$64.1K
BNY
13
Bank of New York Mellon
BNY
$103B
$2.61M 2.56%
23,932
+596
+3% +$60.8K
ORCL icon
14
Oracle
ORCL
$339B
$2.47M 2.43%
8,795
-1,606
-15% -$409K
SCHW
15
Charles Schwab
SCHW
$182B
$2.42M 2.38%
25,347
+578
+2% +$54.9K
TSM icon
16
TSMC
TSM
$1.94T
$2.31M 2.27%
8,263
+75
+0.9% +$18.3K
ENB icon
17
Enbridge
ENB
$120B
$2.14M 2.11%
42,434
-16,457
-28% -$774K
BKNG icon
18
Booking.com
BKNG
$156B
$2.13M 2.09%
9,850
– –
XOM icon
19
ExxonMobil
XOM
$650B
$2.12M 2.08%
18,799
+1,544
+9% +$172K
GD icon
20
General Dynamics
GD
$103B
$2.01M 1.97%
5,880
+114
+2% +$35.9K
CRWD icon
21
CrowdStrike
CRWD
$183B
$1.88M 1.85%
15,356
-2,848
-16% -$324K
UL icon
22
Unilever
UL
$142B
$1.87M 1.84%
28,028
+594
+2% +$41K
JPM icon
23
JPMorgan Chase
JPM
$916B
$1.73M 1.7%
5,478
+127
+2% +$37.8K
BAC icon
24
Bank of America
BAC
$429B
$1.69M 1.66%
32,732
+31
+0.1% +$1.51K
COP icon
25
ConocoPhillips
COP
$144B
$1.59M 1.56%
16,778
+137
+0.8% +$13K
1
2 3

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AACA
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IDP
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RCA
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EN1L
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Hutchinson Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Hutchinson Financial Advisors held 67 positions worth $102M, up 14% from $89.3M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Hutchinson Financial Advisors deployed $7.13M of net new capital in Q3 2025, opening 9 new positions and adding to 37 existing holdings. Its largest new stake was Dover: 8,442 shares worth $1.41M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Enbridge, an estimated $774K trimmed.

  • Hutchinson Financial Advisors's largest Q3 2025 buy was Dover: 8,442 shares worth $1.41M.
  • Hutchinson Financial Advisors added most to SPDR Gold MiniShares Trust in Q3 2025, an estimated $1.92M increase.
  • Hutchinson Financial Advisors's biggest Q3 2025 reduction was Enbridge, cutting an estimated $774K.
  • Hutchinson Financial Advisors's ten largest holdings make up 33% of its $102M portfolio in Q3 2025.
  • Hutchinson Financial Advisors opened 9 new positions and closed 0 in Q3 2025.
  • Hutchinson Financial Advisors's portfolio value rose 14% quarter-over-quarter to $102M.

Based on Hutchinson Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.