HUTCHINSON CAPITAL MANAGEMENT/CA — 13F Holdings & Portfolio
CIK 1078246 · latest 13F-HR filed 2026-05-12
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$544.1M
Long-equity book
Holdings
97
Distinct positions
Period
2026-03-31
Filed 2026-05-12
Q/Q Activity
+5 / −6 / ↑38 / ↓35
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$6.2M +39.8%
- VALERO ENERGY CORP$4.5M +49.3%
- ZOETIS INC$3.8M +40.2%
- DIMENSIONAL ETF TRUST$1.9M +102.9%
- SIMPLIFY EXCHANGE TRADED FUN$1.8M +10.9%
Top Trims
- STARBUCKS CORP-$13.1M -97.2%
- ALPHABET INC-$12.3M -28.1%
- BANK AMERICA CORP-$9.5M -31.3%
- MICROSOFT CORP-$6.5M -20.0%
- CAPITAL ONE FINL CORP-$4.5M -25.8%
New Positions
- BROADCOM INC$13.2M
- LISTED FDS TR$260.3K
- PHILLIPS 66$256.3K
- BRISTOL-MYERS SQUIBB CO$219.5K
- SPDR GOLD TR$208.7K
Exited Positions
- DIAGEO PLC$7.9M
- GE AEROSPACE$232.3K
- AMERICAN EXPRESS CO$212.4K
- SCHWAB CHARLES CORP$210.6K
- RTX CORPORATION$209.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $34.3M | 6.31% | 71,628 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $31.5M | 5.79% | 109,552 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $29.7M | 5.46% | 117,025 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $25.9M | 4.75% | 69,843 | SH |
| 5 | EXXON MOBIL CORP | XOM | 30231G102 | $21.8M | 4.01% | 128,591 | SH |
| 6 | BANK AMERICA CORP | BAC | 060505104 | $20.8M | 3.83% | 427,690 | SH |
| 7 | PROGRESSIVE CORP | PGR | 743315103 | $20.1M | 3.70% | 101,419 | SH |
| 8 | SIMPLIFY EXCHANGE TRADED FUN | MTBA | 82889N525 | $18.8M | 3.45% | 379,512 | SH |
| 9 | JACOBS SOLUTIONS INC | J | 46982L108 | $17.5M | 3.22% | 137,768 | SH |
| 10 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $16.5M | 3.03% | 448,326 | SH |
| 11 | BURKE HERBERT FINL SVCS CORP | BHRB | 12135Y108 | $16.1M | 2.95% | 258,080 | SH |
| 12 | MARKEL GROUP INC | MKL | 570535104 | $15.6M | 2.87% | 8,150 | SH |
| 13 | BERKLEY W R CORP | WRB | 084423102 | $15.4M | 2.84% | 232,906 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $15.4M | 2.83% | 74,007 | SH |
| 15 | HUBBELL INC | HUBB | 443510607 | $15.1M | 2.78% | 30,794 | SH |
| 16 | WATERS CORP | WAT | 941848103 | $14.0M | 2.57% | 46,974 | SH |
| 17 | VERISIGN INC | VRSN | 92343E102 | $13.9M | 2.55% | 55,869 | SH |
| 18 | VALERO ENERGY CORP | VLO | 91913Y100 | $13.6M | 2.50% | 55,019 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $13.4M | 2.46% | 296,675 | SH |
| 20 | ZOETIS INC | ZTS | 98978V103 | $13.2M | 2.43% | 111,834 | SH |
| 21 | BROADCOM INC | AVGO | 11135F101 | $13.2M | 2.43% | 42,704 | SH |
| 22 | ADOBE INC | ADBE | 00724F101 | $13.1M | 2.41% | 53,893 | SH |
| 23 | CAPITAL ONE FINL CORP | COF | 14040H105 | $12.9M | 2.38% | 70,984 | SH |
| 24 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $10.3M | 1.90% | 52,130 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $10.3M | 1.89% | 264,019 | SH |
| 26 | WELLS FARGO & CO | WFC | 949746101 | $7.4M | 1.35% | 92,364 | SH |
| 27 | NOVO-NORDISK A S | NVO | 670100205 | $7.1M | 1.31% | 194,428 | SH |
| 28 | DOUBLELINE ETF TRUST | DCRE | 25861R303 | $6.6M | 1.22% | 127,826 | SH |
| 29 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $6.6M | 1.20% | 168,710 | SH |
| 30 | VANGUARD MALVERN FDS | VTIP | 922020805 | $6.2M | 1.13% | 123,573 | SH |
| 31 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $5.8M | 1.07% | 240,649 | SH |
| 32 | DIMENSIONAL ETF TRUST | DCOR | 25434V625 | $3.7M | 0.67% | 50,770 | SH |
| 33 | CHEVRON CORPORATION | CVX | 166764100 | $3.5M | 0.65% | 17,036 | SH |
| 34 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $3.3M | 0.61% | 98,278 | SH |
| 35 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $3.3M | 0.61% | 103,001 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $3.3M | 0.61% | 97,639 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHR | 808524854 | $3.0M | 0.56% | 121,279 | SH |
| 38 | WORLD GOLD TR | GLDM | 98149E303 | $2.4M | 0.43% | 25,437 | SH |
| 39 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $2.3M | 0.42% | 36,531 | SH |
| 40 | ISHARES GOLD TR | IAU | 464285204 | $2.0M | 0.37% | 23,132 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $1.9M | 0.36% | 45,887 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $1.8M | 0.33% | 68,214 | SH |
| 43 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.7M | 0.31% | 6,979 | SH |
| 44 | BOEING CO | BA | 097023105 | $1.5M | 0.28% | 7,599 | SH |
| 45 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.4M | 0.26% | 2,199 | SH |
| 46 | CORNING INC | GLW | 219350105 | $1.4M | 0.26% | 10,426 | SH |
| 47 | PROCTER & GAMBLE CO | PG | 742718109 | $1.4M | 0.25% | 9,468 | SH |
| 48 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.3M | 0.25% | 4,563 | SH |
| 49 | ISHARES TR | EWU | 46435G334 | $1.2M | 0.23% | 27,187 | SH |
| 50 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.2M | 0.22% | 1,224 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $544.1M | 97 | 0001078246-26-000003 |
| 2025-12-31 | 2026-02-09 | $583.3M | 98 | 0001078246-26-000001 |
| 2025-09-30 | 2025-11-12 | $577.9M | 97 | 0001078246-25-000008 |