# Hutchinson Financial Advisors, INC

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 2078477. Source: https://holderbook.com/funds/2078477-hutchinson-financial-advisors-inc/

- Reported value: $101.7M
- Positions: 67
- Weight of the ten largest: 33.0%
- Filed: 2025-10-14

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 |
|---|---|---|---|---|---|
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.9M | 9,502 | 4.8% | 2 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $3.8M | 15,645 | 3.7% | 2 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $3.7M | 48,768 | 3.7% | 2 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.5M | 7,039 | 3.5% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.3M | 12,942 | 3.2% | 2 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $3.1M | 39,898 | 3.1% | 2 |
| SPDR SERIES TRUST | [BILS](https://holderbook.com/stocks/BILS/) | $2.9M | 28,803 | 2.8% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.9M | 8,378 | 2.8% | 2 |
| HONEYWELL INTL INC | [HONZZZZ](https://holderbook.com/stocks/HONZZZZ/) | $2.8M | 13,158 | 2.7% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.7M | 12,351 | 2.7% | 2 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $2.7M | 63,172 | 2.7% | 2 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $2.7M | 27,114 | 2.6% | 2 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $2.6M | 23,932 | 2.6% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.5M | 8,795 | 2.4% | 2 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.4M | 25,347 | 2.4% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.3M | 8,263 | 2.3% | 2 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $2.1M | 42,434 | 2.1% | 2 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $2.1M | 394 | 2.1% | 2 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.1M | 18,799 | 2.1% | 2 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $2.0M | 5,880 | 2.0% | 2 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $1.9M | 3,839 | 1.9% | 2 |
| UNILEVER PLC | [ULXXXX](https://holderbook.com/stocks/ULXXXX/) | $1.9M | 31,532 | 1.8% | 2 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.7M | 5,478 | 1.7% | 2 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.7M | 32,732 | 1.7% | 2 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $1.6M | 16,778 | 1.6% | 2 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.6M | 2,756 | 1.5% | 2 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $1.5M | 8,036 | 1.5% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.5M | 2,055 | 1.5% | 2 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $1.5M | 47,667 | 1.5% | 2 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $1.5M | 14,112 | 1.4% | 2 |
| SPDR SERIES TRUST | [SPYV](https://holderbook.com/stocks/SPYV/) | $1.4M | 25,921 | 1.4% | 2 |
| DOVER CORP | [DOV](https://holderbook.com/stocks/DOV/) | $1.4M | 8,442 | 1.4% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.4M | 8,394 | 1.4% | 2 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.3M | 9,278 | 1.3% | 2 |
| ELEVANCE HEALTH INC FORMERLY | [ELV](https://holderbook.com/stocks/ELV/) | $1.2M | 3,854 | 1.2% | 2 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $1.2M | 9,656 | 1.2% | 2 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $1.2M | 13,422 | 1.2% | 1 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $1.1M | 6,065 | 1.1% | 2 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.1M | 4,329 | 1.0% | 2 |
| SANOFI SA | [SNY](https://holderbook.com/stocks/SNY/) | $1.1M | 22,436 | 1.0% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $1.0M | 9,096 | 1.0% | 2 |
| SPDR SERIES TRUST | [SPYD](https://holderbook.com/stocks/SPYD/) | $1.0M | 23,150 | 1.0% | 2 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $952.3K | 18,786 | 0.9% | 2 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $852.6K | 2,684 | 0.8% | 2 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $820.3K | 3,461 | 0.8% | 2 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $817.0K | 2,316 | 0.8% | 2 |
| DIAGEO PLC | [DEO](https://holderbook.com/stocks/DEO/) | $795.2K | 8,333 | 0.8% | 2 |
| VALARIS LTD | [VAL](https://holderbook.com/stocks/VAL/) | $784.1K | 16,078 | 0.8% | 2 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $758.6K | 29,466 | 0.7% | 2 |
| DBX ETF TR | [ASHR](https://holderbook.com/stocks/ASHR/) | $755.4K | 22,906 | 0.7% | 2 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $714.8K | 2,287 | 0.7% | 2 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $708.7K | 2,379 | 0.7% | 2 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $699.3K | 7,343 | 0.7% | 2 |
| GLOBAL X FDS | [URA](https://holderbook.com/stocks/URA/) | $645.4K | 13,539 | 0.6% | 2 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $621.1K | 2,268 | 0.6% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $570.0K | 3,055 | 0.6% | 2 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $475.8K | 3,690 | 0.5% | 2 |
| SPDR SERIES TRUST | [SJNK](https://holderbook.com/stocks/SJNK/) | $399.0K | 15,645 | 0.4% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $306.4K | 3,655 | 0.3% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $287.9K | 4,341 | 0.3% | 1 |
| VIKING THERAPEUTICS INC | [VKTX](https://holderbook.com/stocks/VKTX/) | $284.9K | 10,842 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $266.4K | 435 | 0.3% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $257.2K | 5,853 | 0.3% | 1 |
| GSK PLC | [GSK](https://holderbook.com/stocks/GSK/) | $235.3K | 5,451 | 0.2% | 2 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $231.5K | 2,822 | 0.2% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $212.8K | 1,312 | 0.2% | 1 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $209.5K | 605 | 0.2% | 1 |

## 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 |
|---|---|---|---|---|
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $101.7M | 67 |
| Q2 2025 | $89.3M | 58 |