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Hutchinson Financial Advisors, INC — 13F Holdings & Portfolio

CIK 2078477 · latest 13F-HR filed 2025-10-14

Backtest portfolio

Hutchinson Financial Advisors, INC manages $101.7M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are MSFT (4.84%), GOOGL (3.74%), GLDM (3.66%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 9 new positions, exited 0, added to 35, and trimmed 14.

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

$101.7M

Long-equity book

Holdings

67

Distinct positions

Period

2025-09-30

Filed 2025-10-14

Q/Q Activity

+9 / −0 / ↑35 / ↓14

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WORLD GOLD TR SPDR GOLD MINISHARES TR NEW$2.4M +173.2%
  • SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF$1.4M +104.9%
  • ALPHABET INC CL A$1.1M +38.7%
  • BERKSHIRE HATHAWAY INC DEL CL B NEW$711.1K +25.1%
  • APPLE INC COM$690.0K +26.5%
Show all 35 →

Top Trims

  • ENBRIDGE INC COM ISIN#CA29250N1050-$524.0K -19.7%
  • CROWDSTRIKE HLDGS INC CL A-$435.3K -18.8%
  • MASTERCARD INC CL A-$390.7K -20.0%
  • SALESFORCE INC COM-$364.0K -30.7%
  • SPDR SER TR PORTFOLIO S&P 500 ETF-$265.7K -7.8%
Show all 14 →

New Positions

  • DOVER CORP COM$1.4M
  • SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW$1.2M
  • SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF$399.0K
  • COCA COLA CO COM$287.9K
  • VIKING THERAPEUTICS INC COM$284.9K
Show all 9 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 MICROSOFT CORP COM MSFT 594918104 $4.9M 4.84% 9,502 SH
2 ALPHABET INC CL A GOOGL 02079K305 $3.8M 3.74% 15,645 SH
3 WORLD GOLD TR SPDR GOLD MINISHARES TR NEW GLDM 98149E303 $3.7M 3.66% 48,768 SH
4 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $3.5M 3.48% 7,039 SH
5 APPLE INC COM AAPL 037833100 $3.3M 3.24% 12,942 SH
6 SPDR SER TR PORTFOLIO S&P 500 ETF SPYM 78464A854 $3.1M 3.07% 39,898 SH
7 SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF BILS 78468R523 $2.9M 2.82% 28,803 SH
8 VISA INC COM CL A V 92826C839 $2.9M 2.81% 8,378 SH
9 HONEYWELL INTL INC COM HON 438516106 $2.8M 2.72% 13,158 SH
10 AMAZON COM INC COM AMZN 023135106 $2.7M 2.67% 12,351 SH
11 SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF SPDW 78463X889 $2.7M 2.65% 63,172 SH
12 UBER TECHNOLOGIES INC COM UBER 90353T100 $2.7M 2.61% 27,114 SH
13 BANK NEW YORK MELLON CORP COM BK 064058100 $2.6M 2.56% 23,932 SH
14 ORACLE CORP COM ORCL 68389X105 $2.5M 2.43% 8,795 SH
15 SCHWAB CHARLES CORP NEW COM SCHW 808513105 $2.4M 2.38% 25,347 SH
16 TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 TSM 874039100 $2.3M 2.27% 8,263 SH
17 ENBRIDGE INC COM ISIN#CA29250N1050 ENB 29250N105 $2.1M 2.10% 42,434 SH
18 BOOKING HLDGS INC COM BKNG 09857L108 $2.1M 2.09% 394 SH
19 EXXON MOBIL CORP COM XOM 30231G102 $2.1M 2.08% 18,799 SH
20 GENERAL DYNAMICS CORP COM GD 369550108 $2.0M 1.97% 5,880 SH
21 CROWDSTRIKE HLDGS INC CL A CRWD 22788C105 $1.9M 1.85% 3,839 SH
22 UNILEVER PLC SPON ADR NEW ISIN#US9047677045 UL 904767704 $1.9M 1.84% 31,532 SH
23 JPMORGAN CHASE & CO COM JPM 46625H100 $1.7M 1.70% 5,478 SH
24 BANK AMER CORP COM BAC 060505104 $1.7M 1.66% 32,732 SH
25 CONOCOPHILLIPS COM COP 20825C104 $1.6M 1.56% 16,778 SH
26 MASTERCARD INC CL A MA 57636Q104 $1.6M 1.54% 2,756 SH
27 IQVIA HLDGS INC COM IQV 46266C105 $1.5M 1.50% 8,036 SH
28 META PLATFORMS INC CL A META 30303M102 $1.5M 1.48% 2,055 SH
29 COMCAST CORP NEW CL A CMCSA 20030N101 $1.5M 1.47% 47,667 SH
30 SPDR SER TR S&P 500 GROWTH ETF SPYG 78464A409 $1.5M 1.45% 14,112 SH
31 SPDR SER TR S&P 500 VALUE ETF SPYV 78464A508 $1.4M 1.41% 25,921 SH
32 DOVER CORP COM DOV 260003108 $1.4M 1.38% 8,442 SH
33 RTX CORP COM RTX 75513E101 $1.4M 1.38% 8,394 SH
34 PEPSICO INC COM PEP 713448108 $1.3M 1.28% 9,278 SH
35 ELEVANCE HEALTH INC COM ELV 036752103 $1.2M 1.22% 3,854 SH
36 NOVARTIS AG SPONSORED ADR NVS 66987V109 $1.2M 1.22% 9,656 SH
37 SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW BIL 78468R663 $1.2M 1.21% 13,422 SH
38 BECTON DICKINSON & CO COM BDX 075887109 $1.1M 1.12% 6,065 SH
39 ANALOG DEVICES INC COM ADI 032654105 $1.1M 1.05% 4,329 SH
40 SANOFI SPONS ADR ISIN#US80105N1054 SNY 80105N105 $1.1M 1.04% 22,436 SH
41 DISNEY WALT CO DISNEY COM DIS 254687106 $1.0M 1.02% 9,096 SH
42 SPDR SER TR S&P 500 HIGH DIVID ETF SPYD 78468R788 $1.0M 1.00% 23,150 SH
43 JANUS DETROIT STR TR JANUS HENDERSON AAA CLO ETF JAAA 47103U845 $952.3K 0.94% 18,786 SH
44 AUTODESK INC COM ADSK 052769106 $852.6K 0.84% 2,684 SH
45 SALESFORCE INC COM CRM 79466L302 $820.3K 0.81% 3,461 SH
46 ADOBE SYS INC COM ADBE 00724F101 $817.0K 0.80% 2,316 SH
47 DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 DEO 25243Q205 $795.2K 0.78% 8,333 SH
48 VALARIS LTD COM ISIN#BMG9460G1015 VAL G9460G101 $784.1K 0.77% 16,078 SH
49 SPDR SER TR BLOOMBERG BARCLAYS AGGREGATE BD ETF SPAB 78464A649 $758.6K 0.75% 29,466 SH
50 DBX ETF TR X-TRACKERS HARVEST CSI 300 CHINA CL A SHS ASHR 233051879 $755.4K 0.74% 22,906 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-10-14 $101.7M 67 0001214659-25-014907
2025-06-30 2025-08-14 $89.3M 58 0001214659-25-012199