Back to funds
View filing
HUTCHINSON CAPITAL MANAGEMENT/CA
hedge fundUpdated 31 days agoManaged by Hutchinson Capital Management/Ca • Latest filing Q2 2026
Portfolio value
$583.7M
Q2 2026
Filings
17
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
10.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 17 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q2 2022 | $386.2M |
| Q3 2022 | $367.9M |
| Q4 2022 | $387.4M |
| Q1 2023 | $385.4M |
| Q2 2023 | $426.2M |
| Q3 2023 | $425.6M |
| Q4 2023 | $458.9M |
| Q1 2024 | $494M |
| Q2 2024 | $488.9M |
| Q3 2024 | $527.9M |
| Q4 2024 | $530M |
| Q1 2025 | $524.2M |
| Q2 2025 | $548M |
| Q3 2025 | $577.9M |
| Q4 2025 | $583.3M |
| Q1 2026 | $544.1M |
| Q2 2026 | $583.7M |
Top holdings
108 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $35.8M | 71.6K | 6.14% | Trimmed(-0.0%) |
| 2 | A AAPL APPLE INC | $34.9M | 120.6K | 5.98% | Added(+3.1%) |
| 3 | G GOOGN ALPHABET INC | $31.7M | 88.8K | 5.44% | Trimmed(-18.9%) |
| 4 | M MSFT MICROSOFT CORP | $26.3M | 70.4K | 4.50% | Added(+0.8%) |
| 5 | P PGR PROGRESSIVE CORP | $22M | 100.9K | 3.78% | Trimmed(-0.5%) |
| 6 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $19.7M | 401.9K | 3.38% | Added(+5.9%) |
| 7 | X XOM EXXON MOBIL CORP | $19.1M | 139.8K | 3.28% | Added(+8.7%) |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $18.8M | 451.5K | 3.23% | Added(+0.7%) |
| 9 | B BHRB BURKE HERBERT FINL SVCS CORP | $18.6M | 259.1K | 3.19% | Added(+0.4%) |
| 10 | J J JACOBS SOLUTIONS INC | $17.9M | 141.9K | 3.06% | Added(+3.0%) |
| 11 | A AMZN AMAZON COM INC | $17.6M | 73.9K | 3.02% | Trimmed(-0.1%) |
| 12 | W WAT WATERS CORP | $17.4M | 46.4K | 2.98% | Trimmed(-1.3%) |
| 13 | A AVGO BROADCOM INC | $16.4M | 43.4K | 2.81% | Added(+1.7%) |
| 14 | W WRB-PH BERKLEY W R CORP | $16.4M | 231.9K | 2.80% | Trimmed(-0.4%) |
| 15 | B BAC-PS BANK OF AMER CORP | $16.3M | 286.0K | 2.79% | Trimmed(-33.1%) |
| 16 | H HUBB HUBBELL INC | $16.1M | 30.7K | 2.76% | Trimmed(-0.2%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $15.6M | 301.9K | 2.67% | Added(+1.8%) |
| 18 | V VLO VALERO ENERGY CORP | $14.2M | 54.6K | 2.44% | Trimmed(-0.8%) |
| 19 | V VRSN VERISIGN INC | $14M | 55.6K | 2.39% | Trimmed(-0.6%) |
| 20 | M MA MASTERCARD INCORPORATED | $12M | 23.4K | 2.06% | Added(+5558.9%) |