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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
(+14%)
Cap. Flow
+$7.13M
Cap. Flow
% of AUM
7.01%
Top 10 Holdings %
Top 10 Hldgs %
33.04%
Holding
67
New
9
Increased
37
Reduced
13
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.92M |
| 2 |
Dover
DOV
|
+$1.52M |
| 3 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.27M |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.23M |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$593K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Enbridge
ENB
|
+$774K |
| 2 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$503K |
| 3 |
Mastercard
MA
|
+$474K |
| 4 |
Oracle
ORCL
|
+$409K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Cencora
COR
$62B
| $715K | 0.7% |
2,287
+472
| +26% | +$139K |
|
52
Veeva Systems
VEEV
$33.8B
| $709K | 0.7% |
2,379
+57
| +2% | +$16K |
|
53
Medtronic
MDT
$112B
| $699K | 0.69% |
7,343
+83
| +1% | +$7.63K |
|
54
Global X Uranium ETF
URA
$5.21B
| $645K | 0.63% |
13,539
| – | – |
|
55
Ecolab
ECL
$79.8B
| $621K | 0.61% |
2,268
| – | – |
|
56
NVIDIA
NVDA
$4.6T
| $570K | 0.56% |
3,055
+80
| +3% | +$13.9K |
|
|
FISV
57
Fiserv Inc
FISV
$29.7B
| $476K | 0.47% |
3,690
| – | – |
|
58
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
| $399K | 0.39% |
+15,645
| New | +$398K |
|
59
Wells Fargo
WFC
$254B
| $306K | 0.3% |
3,655
+526
| +17% | +$42.7K |
|
60
Coca-Cola
KO
$383B
| $288K | 0.28% |
+4,341
| New | +$299K |
|
61
Viking Therapeutics
VKTX
$3.88B
| $285K | 0.28% |
+10,842
| New | +$323K |
|
62
Vanguard S&P 500 ETF
VOO
$956B
| $266K | 0.26% |
435
-10
| -2% | -$5.89K |
|
63
Verizon
VZ
$197B
| $257K | 0.25% |
+5,853
| New | +$253K |
|
64
GSK
GSK
$107B
| $235K | 0.23% |
5,451
+196
| +4% | +$7.66K |
|
65
Corning
GLW
$107B
| $231K | 0.23% |
+2,822
| New | +$184K |
|
66
Philip Morris
PM
$309B
| $213K | 0.21% |
+1,312
| New | +$221K |
|
67
Sherwin-Williams
SHW
$83.5B
| $209K | 0.21% |
+605
| New | +$213K |
|
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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.