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HFA
Hutchinson Financial Advisors Portfolio holdings
AUM
$102M
This Fund
S&P 500
This Quarter
Est. Return
+10.54%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$89.3M
AUM Growth
–
Cap. Flow
+$83.7M
Cap. Flow
% of AUM
93.76%
Top 10 Holdings %
Top 10 Hldgs %
33.25%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$4.05M |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$3.13M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$2.96M |
| 4 |
Visa
V
|
+$2.79M |
| 5 |
Honeywell
HON
|
+$2.68M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.71% |
| 2 | Financials | 17.21% |
| 3 | Healthcare | 8.96% |
| 4 | Communication Services | 8.07% |
| 5 | Energy | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.51T
| $1.52M | 1.7% |
+2,055
| New | +$1.27M |
|
27
ConocoPhillips
COP
$141B
| $1.49M | 1.67% |
+16,641
| New | +$1.5M |
|
28
Elevance Health
ELV
$85.5B
| $1.46M | 1.63% |
+3,746
| New | +$1.51M |
|
29
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.5B
| $1.36M | 1.53% |
+14,311
| New | +$1.23M |
|
30
SPDR Gold MiniShares Trust
GLDM
$29.5B
| $1.36M | 1.53% |
+20,809
| New | +$1.35M |
|
31
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
| $1.32M | 1.47% |
+32,513
| New | +$1.25M |
|
32
Walt Disney
DIS
$181B
| $1.27M | 1.42% |
+10,233
| New | +$1.06M |
|
33
IQVIA
IQV
$39.3B
| $1.27M | 1.42% |
+8,036
| New | +$1.21M |
|
34
PepsiCo
PEP
$190B
| $1.22M | 1.36% |
+9,223
| New | +$1.24M |
|
35
RTX Corp
RTX
$301B
| $1.19M | 1.34% |
+8,165
| New | +$1.09M |
|
36
Salesforce
CRM
$158B
| $1.18M | 1.33% |
+4,343
| New | +$1.16M |
|
37
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.78B
| $1.17M | 1.31% |
+27,474
| New | +$1.15M |
|
38
Novartis
NVS
$297B
| $1.14M | 1.28% |
+9,422
| New | +$1.06M |
|
39
Sanofi
SNY
$104B
| $1.06M | 1.19% |
+22,039
| New | +$1.13M |
|
40
Janus Henderson AAA CLO ETF
JAAA
$29.2B
| $1.05M | 1.18% |
+20,730
| New | +$1.05M |
|
41
Becton Dickinson
BDX
$48.2B
| $1.02M | 1.15% |
+5,943
| New | +$1.09M |
|
42
Analog Devices
ADI
$190B
| $1M | 1.13% |
+4,221
| New | +$879K |
|
43
Adobe
ADBE
$105B
| $896K | 1% |
+2,316
| New | +$892K |
|
44
Diageo
DEO
$53.6B
| $824K | 0.92% |
+8,169
| New | +$886K |
|
45
Autodesk
ADSK
$52.6B
| $817K | 0.91% |
+2,638
| New | +$748K |
|
46
Valaris
VAL
$5.47B
| $735K | 0.82% |
+17,454
| New | +$657K |
|
47
Veeva Systems
VEEV
$37.4B
| $669K | 0.75% |
+2,322
| New | +$576K |
|
48
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.77B
| $658K | 0.74% |
+25,713
| New | +$650K |
|
|
FISV
49
Fiserv Inc
FISV
$27.9B
| $636K | 0.71% |
+3,690
| New | +$669K |
|
50
Medtronic
MDT
$112B
| $633K | 0.71% |
+7,260
| New | +$616K |
|
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Hutchinson Financial Advisors's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for Hutchinson Financial Advisors, which disclosed 58 positions worth $89.3M. Its ten largest holdings account for 33% of the portfolio.
Its largest position is Microsoft: 9,331 shares worth $4.64M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Financials and Healthcare.
- Hutchinson Financial Advisors's largest Q2 2025 buy was Microsoft: 9,331 shares worth $4.64M.
- Hutchinson Financial Advisors's ten largest holdings make up 33% of its $89.3M portfolio in Q2 2025.
- Hutchinson Financial Advisors disclosed 58 positions in Q2 2025, its first 13F filing on record.
Based on Hutchinson Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.