# HUTCHINSON CAPITAL MANAGEMENT/CA

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1078246. Source: https://holderbook.com/funds/1078246-hutchinson-capital-management-ca/

- Reported value: $583.7M
- Positions: 108
- Weight of the ten largest: 42.0%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $35.8M | 71,609 | 6.1% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $34.9M | 120,621 | 6.0% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $31.7M | 88,790 | 5.4% | 30 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $26.3M | 70,412 | 4.5% | 31 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $22.0M | 100,917 | 3.8% | 26 |
| SIMPLIFY EXCHANGE TRADED FUN | [MTBA](https://holderbook.com/stocks/MTBA/) | $19.7M | 401,942 | 3.4% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $19.1M | 139,820 | 3.3% | 31 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $18.8M | 451,548 | 3.2% | 17 |
| BURKE HERBERT FINL SVCS CORP | [BHRB](https://holderbook.com/stocks/BHRB/) | $18.6M | 259,080 | 3.2% | 13 |
| JACOBS SOLUTIONS INC | [J](https://holderbook.com/stocks/J/) | $17.9M | 141,913 | 3.1% | 16 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $17.6M | 73,894 | 3.0% | 30 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $17.4M | 46,381 | 3.0% | 13 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $16.4M | 43,442 | 2.8% | 2 |
| BERKLEY W R CORP | [WRB](https://holderbook.com/stocks/WRB/) | $16.4M | 231,879 | 2.8% | 13 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $16.3M | 285,955 | 2.8% | 24 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $16.1M | 30,746 | 2.8% | 5 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $15.6M | 301,928 | 2.7% | 18 |
| VALERO ENERGY CORP | [VLO](https://holderbook.com/stocks/VLO/) | $14.2M | 54,587 | 2.4% | 31 |
| VERISIGN INC | [VRSN](https://holderbook.com/stocks/VRSN/) | $14.0M | 55,557 | 2.4% | 26 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $12.0M | 23,428 | 2.1% | 7 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $11.6M | 282,045 | 2.0% | 17 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $10.7M | 5,484 | 1.8% | 31 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $10.6M | 51,886 | 1.8% | 13 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $9.0M | 187,985 | 1.5% | 31 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $8.9M | 44,143 | 1.5% | 29 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $7.8M | 108,344 | 1.3% | 4 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $7.6M | 92,391 | 1.3% | 31 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $7.3M | 164,817 | 1.3% | 15 |
| DOUBLELINE ETF TRUST | [DCRE](https://holderbook.com/stocks/DCRE/) | $7.0M | 135,006 | 1.2% | 6 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $6.8M | 135,668 | 1.2% | 11 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $6.2M | 50,121 | 1.1% | 9 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $6.1M | 253,954 | 1.1% | 28 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $5.4M | 65,872 | 0.9% | 5 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $5.4M | 23,924 | 0.9% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $5.3M | 23,923 | 0.9% | 1 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $4.1M | 102,801 | 0.7% | 17 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $4.1M | 111,936 | 0.7% | 13 |
| SCHWAB STRATEGIC TR | [SCHR](https://holderbook.com/stocks/SCHR/) | $4.0M | 162,823 | 0.7% | 23 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $3.6M | 106,622 | 0.6% | 17 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $3.1M | 18,541 | 0.5% | 31 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $2.8M | 40,343 | 0.5% | 13 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.6M | 10,369 | 0.5% | 31 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $2.1M | 45,887 | 0.4% | 14 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $2.0M | 73,860 | 0.3% | 23 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.8M | 6,939 | 0.3% | 31 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.7M | 23,132 | 0.3% | 9 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $1.7M | 7,751 | 0.3% | 31 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $1.6M | 20,343 | 0.3% | 5 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.5M | 4,630 | 0.3% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.5M | 2,007 | 0.3% | 28 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.4M | 3,836 | 0.2% | 25 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $1.3M | 7,465 | 0.2% | 9 |
| ISHARES TR | [EWU](https://holderbook.com/stocks/EWU/) | $1.3M | 27,187 | 0.2% | 9 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.2M | 1,297 | 0.2% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.2M | 5,884 | 0.2% | 9 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.1M | 3,993 | 0.2% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.0M | 3,033 | 0.2% | 29 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $963.7K | 905 | 0.2% | 27 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $882.7K | 30,471 | 0.2% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $811.2K | 5,532 | 0.1% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $763.7K | 9,397 | 0.1% | 31 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $679.4K | 14,570 | 0.1% | 14 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $664.4K | 1,342 | 0.1% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $636.9K | 531 | 0.1% | 13 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $593.3K | 514 | 0.1% | 1 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $587.2K | 3,309 | 0.1% | 26 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $587.2K | 855 | 0.1% | 3 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $506.7K | 9,541 | 0.1% | 1 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $496.4K | 1,371 | 0.1% | 28 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $488.2K | 1,384 | 0.1% | 21 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $460.9K | 3,404 | 0.1% | 31 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $455.7K | 18,926 | 0.1% | 31 |
| PERFORMANCE FOOD GROUP CO | [PFGC](https://holderbook.com/stocks/PFGC/) | $441.5K | 3,949 | 0.1% | 16 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $433.4K | 746 | 0.1% | 1 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $427.6K | 8,376 | 0.1% | 14 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $413.7K | 1,107 | 0.1% | 1 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $408.6K | 5,416 | 0.1% | 5 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $403.9K | 1,494 | 0.1% | 25 |
| DIMENSIONAL ETF TRUST | [DFAW](https://holderbook.com/stocks/DFAW/) | $377.6K | 4,561 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFAR](https://holderbook.com/stocks/DFAR/) | $365.4K | 13,966 | 0.1% | 17 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $353.7K | 4,894 | 0.1% | 1 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $335.2K | 2,011 | 0.1% | 31 |
| CALIFORNIA WTR SVC GROUP | [CWT](https://holderbook.com/stocks/CWT/) | $330.3K | 6,789 | 0.1% | 31 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $330.1K | 806 | 0.1% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $326.7K | 580 | 0.1% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $326.3K | 6,398 | 0.1% | 13 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $325.4K | 5,647 | 0.1% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $311.6K | 3,237 | 0.1% | 30 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $297.9K | 2,318 | 0.1% | 3 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $289.5K | 10,451 | 0.0% | 12 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $275.0K | 1,902 | 0.0% | 31 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $274.7K | 2,983 | 0.0% | 7 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $271.5K | 900 | 0.0% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $270.2K | 230 | 0.0% | 1 |
| LISTED FDS TR | [INFL](https://holderbook.com/stocks/INFL/) | $249.4K | 5,000 | 0.0% | 2 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $248.0K | 4,700 | 0.0% | 4 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $247.9K | 2,107 | 0.0% | 9 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $239.5K | 1,417 | 0.0% | 2 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $236.5K | 1,110 | 0.0% | 10 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $235.4K | 1,301 | 0.0% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +5.8% | +14.8% | -9.0% | 100% |
| Q1 2026 | -5.9% | -4.6% | -1.3% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 100% |
| Q3 2025 | +3.1% | +7.8% | -4.7% | 100% |
| Q2 2025 | +2.6% | +10.5% | -7.8% | 100% |
| Q1 2025 | -1.1% | -4.6% | +3.5% | 100% |
| Q4 2024 | -0.4% | +2.1% | -2.5% | 100% |
| Q3 2024 | +5.2% | +5.4% | -0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $583.7M | 108 |
| Q1 2026 | $544.1M | 97 |
| Q4 2025 | $583.3M | 98 |
| Q3 2025 | $577.9M | 97 |
| Q2 2025 | $548.0M | 92 |
| Q1 2025 | $524.2M | 92 |
| Q4 2024 | $530.0M | 93 |
| Q3 2024 | $527.9M | 89 |
| Q2 2024 | $488.9M | 87 |
| Q1 2024 | $494.0M | 82 |
| Q4 2023 | $458.9M | 83 |
| Q3 2023 | $425.6M | 79 |