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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 | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$2.9T
| $4.64M | 5.2% |
+9,331
| New | +$4.05M |
|
|
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
| $3.38M | 3.79% |
+46,566
| New | +$3.13M |
|
|
3
Honeywell
HON
$76.4B
| $2.91M | 3.26% |
+13,242
| New | +$2.68M |
|
|
4
Visa
V
$677B
| $2.84M | 3.19% |
+8,011
| New | +$2.79M |
|
|
5
Berkshire Hathaway Class B
BRK.B
$1.1T
| $2.83M | 3.17% |
+5,821
| New | +$2.96M |
|
6
Alphabet (Google) Class A
GOOGL
$4.12T
| $2.74M | 3.07% |
+15,565
| New | +$2.55M |
|
7
Enbridge
ENB
$120B
| $2.67M | 2.99% |
+58,891
| New | +$2.67M |
|
8
Apple
AAPL
$4.97T
| $2.61M | 2.92% |
+12,699
| New | +$2.56M |
|
9
Amazon
AMZN
$2.44T
| $2.6M | 2.91% |
+11,851
| New | +$2.35M |
|
10
Uber
UBER
$145B
| $2.47M | 2.76% |
+26,429
| New | +$2.18M |
|
11
CrowdStrike
CRWD
$183B
| $2.32M | 2.6% |
+18,204
| New | +$1.97M |
|
12
Booking.com
BKNG
$156B
| $2.28M | 2.55% |
+9,850
| New | +$2.02M |
|
13
Oracle
ORCL
$339B
| $2.27M | 2.55% |
+10,401
| New | +$1.68M |
|
14
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
| $2.27M | 2.54% |
+22,830
| New | +$2.27M |
|
|
SCHW
15
Charles Schwab
SCHW
$182B
| $2.26M | 2.53% |
+24,769
| New | +$2.07M |
|
|
BNY
16
Bank of New York Mellon
BNY
$103B
| $2.13M | 2.38% |
+23,336
| New | +$1.98M |
|
17
Mastercard
MA
$498B
| $1.96M | 2.19% |
+3,581
| New | +$1.98M |
|
18
Unilever
UL
$142B
| $1.89M | 2.11% |
+27,434
| New | +$1.92M |
|
19
ExxonMobil
XOM
$650B
| $1.86M | 2.08% |
+17,255
| New | +$1.84M |
|
20
TSMC
TSM
$1.94T
| $1.85M | 2.08% |
+8,188
| New | +$1.52M |
|
21
General Dynamics
GD
$103B
| $1.68M | 1.88% |
+5,766
| New | +$1.59M |
|
22
Comcast
CMCSA
$87.3B
| $1.68M | 1.88% |
+47,011
| New | +$1.63M |
|
23
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
| $1.6M | 1.79% |
+30,588
| New | +$1.53M |
|
24
JPMorgan Chase
JPM
$916B
| $1.55M | 1.74% |
+5,351
| New | +$1.37M |
|
25
Bank of America
BAC
$429B
| $1.55M | 1.73% |
+32,701
| New | +$1.38M |
|
Similar funds
OCA
DILH
AACA
IDP
RCA
EN1L
YCMGA
RA
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.