We are live on ! Find out more
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 %
93.76%
Top 10 Hldgs %
33.25%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.05M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$3.13M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.96M
4
V icon
Visa
V
+$2.79M
5
HON icon
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
ASHR icon
51
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
$631K 0.71%
+22,906
New +$604K
ECL icon
52
Ecolab
ECL
$79.9B
$611K 0.68%
+2,268
New +$577K
COR icon
53
Cencora
COR
$61.2B
$544K 0.61%
+1,815
New +$523K
URA icon
54
Global X Uranium ETF
URA
$6.27B
$525K 0.59%
+13,539
New +$393K
NVDA icon
55
NVIDIA
NVDA
$5.42T
$470K 0.53%
+2,975
New +$374K
VOO icon
56
Vanguard S&P 500 ETF
VOO
$1.03T
$253K 0.28%
+445
New +$234K
WFC icon
57
Wells Fargo
WFC
$264B
$251K 0.28%
+3,129
New +$226K
GSK icon
58
GSK
GSK
$106B
$202K 0.23%
+5,255
New +$201K
1 2
3

Similar funds

OCA
Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return
DILH
Dai-ichi Life Holdings Tokyo, Japan $104M AUM 4.63% 1-Year Est. Return
AACA
American Assets Capital Advisers San Diego, California $94.7M AUM 5.49% 1-Year Est. Return
IDP
In-Depth Partners Miami, Florida $94.3M AUM 28.38% 1-Year Est. Return
RCA
Roberts Capital Advisors Denver, Colorado $89.9M AUM 32.86% 1-Year Est. Return
EN1L
Engine No 1 LLC San Francisco, California $88.6M AUM 98.75% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

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.