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HUTCHINSON CAPITAL MANAGEMENT/CA — 13F Holdings & Portfolio

CIK 1078246 · latest 13F-HR filed 2026-08-10

Backtest portfolio

HUTCHINSON CAPITAL MANAGEMENT/CA manages $583.7M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (6.14%), AAPL (5.98%), GOOGL (5.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 15 new positions and exited 4; 54 existing positions rose in reported value and 16 fell.

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.

Loading holdings…
AUM
$583.7M

Long-equity book

Holdings
108

Distinct positions

Period
2026-06-30

Filed 2026-08-10

Q/Q Activity
+15 / −4 / ↑54 / ↓16

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BRK.B6.1% · -0%AAPL6.0% · +3%GOOGL5.4% · -19%MSFT4.5% · +1%PGR3.8% · -0%MTBA3.4% · +6%XOM3.3% · +9%DUHP3.2% · +1%BHRB3.2% · +0%J3.1% · +3%AMZN3.0% · -0%WAT3.0% · -1%AVGO2.8% · +2%WRB2.8% · -0%BAC2.8% · -33%HUBB2.8% · -0%DFAU2.7% · +2%VLO2.4% · -1%VRSN2.4% · -1%MA2.1% · +5559%DFAI2.0% · +7%MKL1.8% · -33%ADBE1.8% · -4%NVO1.5% · -3%COF1.5% · -38%ZTS1.3% · -3%WFC1.3% · 0%DFAC1.3% · -2%DCRE1.2% · +6%VTIP1.2% · +10%ACN1.1% · -4%SCHO1.1% · +6%DCOR0.9% · +30%HON0.9% · newHONA0.9% · newDFAE0.7% · +5%DFAX0.7% · +15%SCHR0.7% · +34%DIHP0.6% · +4%CVX0.5% · +9%DFAT0.5% · +10%GLW0.5% · -0%DFSI0.4% · 0%SCHP0.3% · +8%JNJ0.3% · -1%IAU0.3% · 0%BA0.3% · +2%GLDM0.3% · -20%JPM0.3% · +2%SPY0.3% · -9%GOOG0.2% · +10%IJT0.2% · 0%EWU0.2% · 0%COST0.2% · +6%NVDA0.2% · +163%IBM0.2% · +6%V0.2% · +0%CAT0.2% · -3%DFGR0.2% · +8%PG0.1% · -42%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 42%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$941.7M
Discretionary
$937.1M
Employees
7
Accounts
779
Address
1101 FIFTH AVENUE
SUITE 160
SAN RAFAEL, CA 94901
Phone
(415) 464-5650
Website
This firm reports 1 disclosure item on its registration.
Name Title / Status Ownership Type
HOUSER, GAGE, THOMAS ControlPRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH ADVISOR
since Jun 2011
25–50%Individual
WILKES, STEVEN, KELLEY ControlCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR
since Sep 2010
25–50%Individual
CRANDALL, STUART, JAMESDIRECTOR OF FINANCIAL PLANNING, WEALTH ADVISOR
since May 2025
10–25%Individual
Ownership & leadership changes · 8 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 4, 2025 filing
  • AddedCRANDALL, STUART, JAMES · DIRECTOR OF FINANCIAL PLANNING, WEALTH ADVISOR · 10–25%
  • ChangedHOUSER, GAGE, THOMAS · title PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER → PRESIDENT, CHIEF FINANCIAL OFFICER, WEALTH ADVISOR; ownership 50–75% → 25–50%
  • ChangedWILKES, STEVEN, KELLEY · title CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER → CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, WEALTH ADVISOR; ownership 50–75% → 25–50%
Mar 15, 2024 filing
  • No longer listedSrivastava, Abhay · SENIOR RESEARCH ANALYST · Less than 5% · listed since Sep 2020
Mar 26, 2021 filing
  • No longer listedCOPE, KEVIN, PATRICK · CHIEF INVESTMENT OFFICER · Less than 5% · listed since Jan 2017
  • AddedSrivastava, Abhay · SENIOR RESEARCH ANALYST · Less than 5%
Sep 1, 2017 filing
  • No longer listedHUTCHINSON, WILLIAM, DAVID · CHAIRMAN EMERITUS · Less than 5% · listed since Nov 2016
Aug 4, 2017 filing
  • ChangedCOPE, KEVIN, PATRICK · title CO-CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER
  • ChangedHUTCHINSON, WILLIAM, DAVID · title CO-CHIEF INVESTMENT OFFICER, CHAIRMAN EMERITUS → CHAIRMAN EMERITUS
Mar 29, 2017 filing
  • AddedCOPE, KEVIN, PATRICK · CO-CHIEF INVESTMENT OFFICER · Less than 5%
  • ChangedHOUSER, GAGE, THOMAS · title VICE PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER → PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER
  • ChangedHUTCHINSON, WILLIAM, DAVID · title CHIEF INVESTMENT OFFICER, CHAIRMAN EMERITUS → CO-CHIEF INVESTMENT OFFICER, CHAIRMAN EMERITUS
  • ChangedWILKES, STEVEN, KELLEY · title PRESIDENT, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER → CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER
Nov 4, 2016 filing
  • ChangedHOUSER, GAGE, THOMAS · title VICE PRESIDENT, PORTFOLIO MANAGER → VICE PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER; ownership 10–25% → 50–75%; now a control person
  • ChangedHUTCHINSON, WILLIAM, DAVID · title CEO/CHAIRMAN OF THE BOARD → CHIEF INVESTMENT OFFICER, CHAIRMAN EMERITUS; ownership 50–75% → Less than 5%; no longer a control person
  • ChangedWILKES, STEVEN, KELLEY · title PRESIDENT, CHIEF COMPLIANCE OFFICER → PRESIDENT, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER; ownership 10–25% → 50–75%
Mar 28, 2013 filing
  • No longer listedGOLDSTEIN, RONALD, PAUL · CHIEF FINANCIAL OFFICER · Less than 5% · listed since Dec 2010
  • ChangedHUTCHINSON, WILLIAM, DAVID · ownership 75% or more → 50–75%
Mar 30, 2012 filing (earliest on record)
  • ListedGOLDSTEIN, RONALD, PAUL · CHIEF FINANCIAL OFFICER · Less than 5%
  • ListedHOUSER, GAGE, THOMAS · VICE PRESIDENT, PORTFOLIO MANAGER · 10–25%
  • ListedHUTCHINSON, WILLIAM, DAVID · CEO/CHAIRMAN OF THE BOARD · 75% or more · control person
  • ListedWILKES, STEVEN, KELLEY · PRESIDENT, CHIEF COMPLIANCE OFFICER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

HUTCHINSON CAPITAL MANAGEMENT/CA Holdings (2026-06-30)

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 $35.8M 6.14% 71,609 SH
2 APPLE INC AAPL 037833100 $34.9M 5.98% 120,621 SH
3 ALPHABET INC GOOGL 02079K305 $31.7M 5.44% 88,790 SH
4 MICROSOFT CORP MSFT 594918104 $26.3M 4.50% 70,412 SH
5 PROGRESSIVE CORP PGR 743315103 $22.0M 3.78% 100,917 SH
6 SIMPLIFY EXCHANGE TRADED FUN MTBA 82889N525 $19.7M 3.38% 401,942 SH
7 EXXON MOBIL CORP XOM 30231G102 $19.1M 3.28% 139,820 SH
8 DIMENSIONAL ETF TRUST DUHP 25434V831 $18.8M 3.23% 451,548 SH
9 BURKE HERBERT FINL SVCS CORP BHRB 12135Y108 $18.6M 3.19% 259,080 SH
10 JACOBS SOLUTIONS INC J 46982L108 $17.9M 3.06% 141,913 SH
11 AMAZON COM INC AMZN 023135106 $17.6M 3.02% 73,894 SH
12 WATERS CORP WAT 941848103 $17.4M 2.98% 46,381 SH
13 BROADCOM INC AVGO 11135F101 $16.4M 2.81% 43,442 SH
14 BERKLEY W R CORP WRB 084423102 $16.4M 2.80% 231,879 SH
15 BANK OF AMER CORP BAC 060505104 $16.3M 2.79% 285,955 SH
16 HUBBELL INC HUBB 443510607 $16.1M 2.76% 30,746 SH
17 DIMENSIONAL ETF TRUST DFAU 25434V104 $15.6M 2.67% 301,928 SH
18 VALERO ENERGY CORP VLO 91913Y100 $14.2M 2.44% 54,587 SH
19 VERISIGN INC VRSN 92343E102 $14.0M 2.39% 55,557 SH
20 MASTERCARD INCORPORATED MA 57636Q104 $12.0M 2.06% 23,428 SH
21 DIMENSIONAL ETF TRUST DFAI 25434V203 $11.6M 1.99% 282,045 SH
22 MARKEL GROUP INC MKL 570535104 $10.7M 1.83% 5,484 SH
23 ADOBE INC ADBE 00724F101 $10.6M 1.82% 51,886 SH
24 NOVO-NORDISK A S NVO 670100205 $9.0M 1.54% 187,985 SH
25 CAPITAL ONE FINL CORP COF 14040H105 $8.9M 1.52% 44,143 SH
26 ZOETIS INC ZTS 98978V103 $7.8M 1.33% 108,344 SH
27 WELLS FARGO & CO WFC 949746101 $7.6M 1.31% 92,391 SH
28 DIMENSIONAL ETF TRUST DFAC 25434V708 $7.3M 1.25% 164,817 SH
29 DOUBLELINE ETF TRUST DCRE 25861R303 $7.0M 1.20% 135,006 SH
30 VANGUARD MALVERN FDS VTIP 922020805 $6.8M 1.17% 135,668 SH
31 ACCENTURE PLC IRELAND ACN G1151C101 $6.2M 1.07% 50,121 SH
32 SCHWAB STRATEGIC TR SCHO 808524862 $6.1M 1.05% 253,954 SH
33 DIMENSIONAL ETF TRUST DCOR 25434V625 $5.4M 0.93% 65,872 SH
34 HONEYWELL INTL INC HON 438516205 $5.4M 0.92% 23,924 SH
35 HONEYWELL AEROSPACE INC HONA 43849R105 $5.3M 0.91% 23,923 SH
36 DIMENSIONAL ETF TRUST DFAE 25434V302 $4.1M 0.71% 102,801 SH
37 DIMENSIONAL ETF TRUST DFAX 25434V880 $4.1M 0.71% 111,936 SH
38 SCHWAB STRATEGIC TR SCHR 808524854 $4.0M 0.69% 162,823 SH
39 DIMENSIONAL ETF TRUST DIHP 25434V765 $3.6M 0.62% 106,622 SH
40 CHEVRON CORPORATION CVX 166764100 $3.1M 0.53% 18,541 SH
41 DIMENSIONAL ETF TRUST DFAT 25434V609 $2.8M 0.48% 40,343 SH
42 CORNING INC GLW 219350105 $2.6M 0.45% 10,369 SH
43 DIMENSIONAL ETF TRUST DFSI 25434V690 $2.1M 0.35% 45,887 SH
44 SCHWAB STRATEGIC TR SCHP 808524870 $2.0M 0.34% 73,860 SH
45 JOHNSON & JOHNSON JNJ 478160104 $1.8M 0.30% 6,939 SH
46 ISHARES GOLD TR IAU 464285204 $1.7M 0.30% 23,132 SH
47 BOEING CO BA 097023105 $1.7M 0.29% 7,751 SH
48 WORLD GOLD TR GLDM 98149E303 $1.6M 0.28% 20,343 SH
49 JPMORGAN CHASE & CO JPM 46625H100 $1.5M 0.26% 4,630 SH
50 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.5M 0.26% 2,007 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $583.7M 108 0001078246-26-000004
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
Filer Information
Address
1101 FIFTH AVENUE
SUITE 160
SAN RAFAEL, CA 94941
Phone
(415) 464-5650
Filing Manager
HUTCHINSON CAPITAL MANAGEMENT/CA
SAN RAFAEL, CA
Signatory
Steve Wilkes
CEO