Funds › Hutchinson Capital Management
Hutchinson Capital Management
13F for Q3 2026, filed Nov 9, 2026. 111 positions worth $611.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$611.5M
+$27.8M (4.8%) vs Q2 2026
Positions
111
108 in Q2 2026
Top 10 share
42.0%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 116,664 | $38.9M | 6.4% | -3.3% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 68,530 | $35.1M | 5.7% | -2.7% | 13F ↗ |
| 3 | BRK-B Berkshire Hathaway Inc. Class B | 69,547 | $34.6M | 5.7% | -2.9% | 13F ↗ |
| 4 | GOOGL Alphabet Inc. Class A | 86,597 | $29.8M | 4.9% | -2.5% | 13F ↗ |
| 5 | XOM ExxonMobil Holdings Corporation | 134,858 | $21.9M | 3.6% | New | 13F ↗ |
| 6 | PGR Progressive Corporation | 97,735 | $20.3M | 3.3% | -3.2% | 13F ↗ |
| 7 | WAT Waters Corporation | 44,881 | $19.7M | 3.2% | -3.2% | 13F ↗ |
| 8 | Simplify Exchange Traded Fun Mbs Etf | 415,212 | $19.4M | 3.2% | +3.3% | 13F ↗ |
| 9 | Dfa Invt Dimensions Group In U.S. High Relati | 442,232 | $18.5M | 3.0% | New | 13F ↗ |
| 10 | J Jacobs Solutions Inc. | 136,666 | $18.5M | 3.0% | -3.7% | 13F ↗ |
| 11 | AMZN Amazon.com, Inc. | 72,207 | $18.0M | 2.9% | -2.3% | 13F ↗ |
| 12 | BHRB Burke & Herbert Financial Services Corp. | 257,580 | $17.7M | 2.9% | -0.6% | 13F ↗ |
| 13 | Dimensional ETF Trust Us Core Eqt Mkt | 326,992 | $17.1M | 2.8% | +8.3% | 13F ↗ |
| 14 | VLO Valero Energy Corporation | 40,777 | $15.8M | 2.6% | -25.3% | 13F ↗ |
| 15 | HUBB Hubbell Inc | 34,744 | $15.8M | 2.6% | +13.0% | 13F ↗ |
| 16 | BAC Bank of America Corporation | 280,807 | $15.3M | 2.5% | -1.8% | 13F ↗ |
| 17 | VRSN VeriSign, Inc. | 53,998 | $15.2M | 2.5% | -2.8% | 13F ↗ |
| 18 | WRB W.R. Berkley Corporation | 224,970 | $15.2M | 2.5% | -3.0% | 13F ↗ |
| 19 | AVGO Broadcom Inc. | 42,523 | $14.9M | 2.4% | -2.1% | 13F ↗ |
| 20 | MA Mastercard Incorporated | 22,693 | $12.5M | 2.0% | -3.1% | 13F ↗ |
| 21 | Dimensional ETF Trust Intl Core Eqt Mk | 300,264 | $12.4M | 2.0% | +6.5% | 13F ↗ |
| 22 | ADBE Adobe Inc. | 47,679 | $11.4M | 1.9% | -8.1% | 13F ↗ |
| 23 | MKL Markel Group Inc. | 5,378 | $9.2M | 1.5% | -1.9% | 13F ↗ |
| 24 | Vanguard Malvern Fds Strm Infproidx | 177,179 | $8.7M | 1.4% | +30.6% | 13F ↗ |
| 25 | ACN Accenture plc | 47,249 | $8.7M | 1.4% | -5.7% | 13F ↗ |
| 26 | HONA Honeywell Aerospace Inc. | 54,861 | $8.5M | 1.4% | +129% | 13F ↗ |
| 27 | COF Capital One Financial Corporation | 43,333 | $8.4M | 1.4% | -1.8% | 13F ↗ |
| 28 | iShares Tr U.S. Med Dvc Etf | 154,717 | $7.9M | 1.3% | New | 13F ↗ |
| 29 | TJX TJX Companies, Inc. | 59,506 | $7.9M | 1.3% | New | 13F ↗ |
| 30 | WFC Wells Fargo & Company | 92,828 | $7.4M | 1.2% | +0.5% | 13F ↗ |
| 31 | Dimensional ETF Trust Us Cor Equ 2 Etf | 163,734 | $7.3M | 1.2% | -0.7% | 13F ↗ |
| 32 | Doubleline ETF Trust Commercial Real | 142,100 | $7.2M | 1.2% | +5.3% | 13F ↗ |
| 33 | NVO Novo Nordisk A/S · ADR | 183,197 | $6.9M | 1.1% | -2.5% | 13F ↗ |
| 34 | Schwab Strategic Tr Sht Tm Us Tres | 272,688 | $6.5M | 1.1% | +7.4% | 13F ↗ |
| 35 | Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 65,872 | $5.4M | 0.9% | New | 13F ↗ |
| 36 | HON Honeywell International Inc. | 23,291 | $4.9M | 0.8% | -2.6% | 13F ↗ |
| 37 | Dimensional ETF Trust Emgr Cre Eqt Mng | 106,663 | $4.2M | 0.7% | +3.8% | 13F ↗ |
| 38 | Schwab Strategic Tr INT-TRM U.S Tres | 174,333 | $4.1M | 0.7% | +7.1% | 13F ↗ |
| 39 | Dimensional ETF Trust World Ex Us Core | 111,129 | $4.1M | 0.7% | -0.7% | 13F ↗ |
| 40 | Dimensional ETF Trust Intl High Profit | 110,826 | $3.7M | 0.6% | +3.9% | 13F ↗ |
| 41 | CVX Chevron Corporation | 17,570 | $3.6M | 0.6% | -5.2% | 13F ↗ |
| 42 | Dimensional ETF Trust Us Targeted Vlu | 37,767 | $2.5M | 0.4% | -6.4% | 13F ↗ |
| 43 | Schwab Strategic Tr Us Tips Etf | 90,116 | $2.3M | 0.4% | +22.0% | 13F ↗ |
| 44 | Dimensional ETF Trust International | 47,159 | $2.1M | 0.3% | +2.8% | 13F ↗ |
| 45 | JNJ Johnson & Johnson | 7,188 | $1.9M | 0.3% | +3.6% | 13F ↗ |
| 46 | IAU iShares Gold Trust · Ishares New | 23,132 | $1.8M | 0.3% | Unchanged | 13F ↗ |
| 47 | GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 19,955 | $1.6M | 0.3% | -1.9% | 13F ↗ |
| 48 | GLW Corning Incorporated | 10,545 | $1.6M | 0.3% | +1.7% | 13F ↗ |
| 49 | NVDA NVIDIA Corporation | 6,357 | $1.5M | 0.2% | +8.0% | 13F ↗ |
| 50 | JPM JPMorgan Chase & Co. | 4,384 | $1.5M | 0.2% | -5.3% | 13F ↗ |
Showing the top 50 of 111 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
14 new, 42 added to, 40 trimmed, 11 exited, 15 unchanged. By estimated dollars.
New positions (14)
| XOM ExxonMobil Holdings Corporation | 134,858 | New | $21.9M |
| Dfa Invt Dimensions Group In U.S. High Relati | 442,232 | New | $18.5M |
| iShares Tr U.S. Med Dvc Etf | 154,717 | New | $7.9M |
| TJX TJX Companies, Inc. | 59,506 | New | $7.9M |
| Dfa Invt Dimensions Group In U.S. Core Eqty 1 | 65,872 | New | $5.4M |
| SGOL abrdn Physical Gold Shares ETF · Etf | 14,440 | New | $571.2K |
| Dfa Invt Dimensions Group In Real Estate Secu | 13,966 | New | $337.4K |
| SNOW Snowflake Inc. | 755 | New | $256.4K |
| MATX Matson, Inc. | 1,015 | New | $222.9K |
| TEAM Atlassian Corporation | 1,233 | New | $221.1K |
Added to (42)
| HONA Honeywell Aerospace Inc. | 54,861 | +129% | $4.8M |
| Vanguard Malvern Fds Strm Infproidx | 177,179 | +30.6% | $2.0M |
| HUBB Hubbell Inc | 34,744 | +13.0% | $1.8M |
| Dimensional ETF Trust Us Core Eqt Mkt | 326,992 | +8.3% | $1.3M |
| Dimensional ETF Trust Intl Core Eqt Mk | 300,264 | +6.5% | $754.8K |
| Simplify Exchange Traded Fun Mbs Etf | 415,212 | +3.3% | $620.5K |
| Schwab Strategic Tr Sht Tm Us Tres | 272,688 | +7.4% | $447.0K |
| Schwab Strategic Tr Us Tips Etf | 90,116 | +22.0% | $408.5K |
| Doubleline ETF Trust Commercial Real | 142,100 | +5.3% | $361.9K |
| Schwab Strategic Tr INT-TRM U.S Tres | 174,333 | +7.1% | $272.8K |
Trimmed (40)
| VLO Valero Energy Corporation | 40,777 | -25.3% | -$5.4M |
| AAPL Apple Inc. | 116,664 | -3.3% | -$1.3M |
| BRK-B Berkshire Hathaway Inc. Class B | 69,547 | -2.9% | -$1.0M |
| ADBE Adobe Inc. | 47,679 | -8.1% | -$1.0M |
| MSFT Microsoft Corporation | 68,530 | -2.7% | -$965.3K |
| GOOGL Alphabet Inc. Class A | 86,597 | -2.5% | -$754.6K |
| J Jacobs Solutions Inc. | 136,666 | -3.7% | -$709.8K |
| PGR Progressive Corporation | 97,735 | -3.2% | -$659.7K |
| WAT Waters Corporation | 44,881 | -3.2% | -$659.1K |
| ACN Accenture plc | 47,249 | -5.7% | -$526.6K |
Exited (11)
| Exxon Mobil Corp | 139,820 | Exited | -$19.1M |
| Dimensional ETF Trust Us High Prof Etf | 451,548 | Exited | -$18.8M |
| ZTS Zoetis Inc. | 108,344 | Exited | -$7.8M |
| Dimensional ETF Trust Us Cor Equ 1 Etf | 65,872 | Exited | -$5.4M |
| Dimensional ETF Trust Us Real Esta Etf | 13,966 | Exited | -$365.4K |
| GEV GE Vernova Inc. | 230 | Exited | -$270.2K |
| BX Blackstone Inc. | 2,107 | Exited | -$247.9K |
| Schwab Strategic Tr Us Dividend Eq | 6,832 | Exited | -$216.6K |
| TSLA Tesla, Inc. | 487 | Exited | -$204.8K |
| RTX RTX Corporation | 1,079 | Exited | -$204.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Every position, puts and calls. Part of Premium.
Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 111 | $611.5M | Current | SEC ↗ |
| Q2 2026 | Aug 10, 2026 | 13F-HR | 108 | $583.7M | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 97 | $544.1M | Current | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 98 | $583.3M | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 97 | $577.9M | Current | SEC ↗ |
| Q2 2025 | Aug 4, 2025 | 13F-HR | 92 | $548.0M | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 92 | $524.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer