Sponsored

The Analysis of HUTCHINSON CAPITAL MANAGEMENT/CA's Holdings & P&L

Currently, HUTCHINSON CAPITAL MANAGEMENT/CA holds 97 types of securities in its portfolio with a total value $544.1M. In the most recent quarter, they have increased their positions in N/A (+42.7K shares, valued at $13.2M), ZTS (+36.9K shares, valued at $4.4M), ADBE (+10.5K shares, valued at $2.6M); decreased their positions in SBUX (-155.6K shares, valued at $13.9M), N/A (-30.5K shares, valued at $8.8M), BAC (-124.1K shares, valued at $6.1M); initiated new positions in N/A (+42.7K shares, valued at $13.2M), INFL (+5.0K shares, valued at $260.3K), PSX (+1.4K shares, valued at $256.3K).

1M P&L

+7.5M+1.63%

3M P&L

+5.6M+1.21%

HY P&L

+8.1M+1.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A106.2M

22.6%

2Insurance - Property & Casualty57.4M

12.2%

3Software - Infrastructure46.2M

9.8%

Top Industries by Stock Count

1N/A31 stocks

35.2%

2Drug Manufacturers - General5 stocks

5.7%

3Credit Services4 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL71.6K shares-0.99%2026-03-312026-05-12

ALPHABET INC ALPHABET INC109.6K shares-21.75%2026-03-312026-05-12

AAPL APPLE INC117.0K shares-1.48%2026-03-312026-05-12

MSFT MICROSOFT CORP69.8K shares4.56%2026-03-312026-05-12

XOM EXXON MOBIL CORP128.6K shares-0.83%2026-03-312026-05-12

BAC BANK AMERICA CORP427.7K shares-22.49%2026-03-312026-05-12

PGR PROGRESSIVE CORP101.4K shares-0.85%2026-03-312026-05-12

MTBA SIMPLIFY EXCHANGE TRADED FUN379.5K shares13.00%2026-03-312026-05-12

Sponsored

J JACOBS SOLUTIONS INC137.8K shares-1.98%2026-03-312026-05-12

DUHP DIMENSIONAL ETF TRUST448.3K shares0.17%2026-03-312026-05-12

BHRB BURKE HERBERT FINL SVCS CORP258.1K shares0.00%2026-03-312026-05-12

MKL MARKEL GROUP INC8.2K shares-0.88%2026-03-312026-05-12

WRB BERKLEY W R CORP232.9K shares-0.88%2026-03-312026-05-12

AMZN AMAZON COM INC74.0K shares14.01%2026-03-312026-05-12

HUBBELL INC HUBBELL INC30.8K shares-1.43%2026-03-312026-05-12

WAT WATERS CORP47.0K shares-1.50%2026-03-312026-05-12

Sponsored

VRSN VERISIGN INC55.9K shares-2.24%2026-03-312026-05-12

VLO VALERO ENERGY CORP55.0K shares-1.61%2026-03-312026-05-12

DFAU DIMENSIONAL ETF TRUST296.7K shares-8.33%2026-03-312026-05-12

ZTS ZOETIS INC111.8K shares49.25%2026-03-312026-05-12

BROADCOM INC BROADCOM INC42.7K sharesnew addition2026-03-312026-05-12

ADBE ADOBE INC53.9K shares24.20%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP71.0K shares-1.44%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND52.1K shares0.83%2026-03-312026-05-12

Sponsored

DFAI DIMENSIONAL ETF TRUST264.0K shares6.69%2026-03-312026-05-12

WFC WELLS FARGO & CO92.4K shares-2.19%2026-03-312026-05-12

NVO NOVO-NORDISK A S194.4K shares-2.76%2026-03-312026-05-12

DCRE DOUBLELINE ETF TRUST127.8K shares17.98%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST168.7K shares26.36%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS123.6K shares27.59%2026-03-312026-05-12

SCHO SCHWAB STRATEGIC TR240.6K shares42.13%2026-03-312026-05-12

DCOR DIMENSIONAL ETF TRUST50.8K shares107.25%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORPORATION17.0K shares-0.04%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST98.3K shares10.68%2026-03-312026-05-12

DIHP DIMENSIONAL ETF TRUST103.0K shares3.31%2026-03-312026-05-12

DFAX DIMENSIONAL ETF TRUST97.6K shares73.64%2026-03-312026-05-12

SCHR SCHWAB STRATEGIC TR121.3K shares39.31%2026-03-312026-05-12

GLDM WORLD GOLD TR25.4K shares0.00%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST36.5K shares5.75%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR23.1K shares0.00%2026-03-312026-05-12

Sponsored

DFSI DIMENSIONAL ETF TRUST45.9K shares0.33%2026-03-312026-05-12

SCHP SCHWAB STRATEGIC TR68.2K shares11.53%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON7.0K shares0.00%2026-03-312026-05-12

BA BOEING CO7.6K shares0.00%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T2.2K shares-22.27%2026-03-312026-05-12

GLW CORNING INC10.4K shares0.00%2026-03-312026-05-12

PG PROCTER & GAMBLE CO9.5K shares-4.70%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO4.6K shares-6.17%2026-03-312026-05-12

Sponsored

EWU ISHARES TR27.2K shares0.00%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION1.2K shares-0.16%2026-03-312026-05-12

UNP UNION PAC CORP4.7K shares0.47%2026-03-312026-05-12

IJT ISHARES TR7.5K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC3.5K shares-3.22%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS3.8K shares-0.11%2026-03-312026-05-12

V VISA INC3.0K shares0.30%2026-03-312026-05-12

DFGR DIMENSIONAL ETF TRUST28.2K shares15.61%2026-03-312026-05-12

Sponsored

KO COCA COLA CO9.4K shares0.00%2026-03-312026-05-12

CAT CATERPILLAR INC932 shares-5.38%2026-03-312026-05-12

DFSU DIMENSIONAL ETF TRUST14.6K shares0.00%2026-03-312026-05-12

VEEV VEEVA SYS INC3.1K shares-0.13%2026-03-312026-05-12

PFE PFIZER INC18.9K shares-8.91%2026-03-312026-05-12

GDX VANECK ETF TRUST5.4K shares0.00%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC1.4K shares0.00%2026-03-312026-05-12

AMGN AMGEN INC1.4K shares0.00%2026-03-312026-05-12

Sponsored

PEP PEPSICO INC2.9K shares-0.52%2026-03-312026-05-12

FLOT ISHARES TR8.8K shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO475 shares-0.21%2026-03-312026-05-12

DIS DISNEY WALT CO4.3K shares-0.23%2026-03-312026-05-12

MCD MCDONALDS CORP1.3K shares1.39%2026-03-312026-05-12

NVDA NVIDIA CORPORATION2.2K shares0.27%2026-03-312026-05-12

SBUX STARBUCKS CORP4.2K shares-97.39%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS597 shares-52.81%2026-03-312026-05-12

Sponsored

MMC MARSH & MCLENNAN COS INC2.0K shares0.05%2026-03-312026-05-12

DFAW DIMENSIONAL ETF TRUST4.5K shares0.84%2026-03-312026-05-12

DFAR DIMENSIONAL ETF TRUST14.0K shares40.11%2026-03-312026-05-12

JMST J P MORGAN EXCHANGE TRADED F6.4K shares44.07%2026-03-312026-05-12

PFGC PERFORMANCE FOOD GROUP CO3.7K shares0.00%2026-03-312026-05-12

HD HOME DEPOT INC951 shares-11.62%2026-03-312026-05-12

CWT CALIFORNIA WTR SVC GROUP6.6K shares0.00%2026-03-312026-05-12

IWB ISHARES TR806 shares0.00%2026-03-312026-05-12

Sponsored

MERCK & CO INC MERCK & CO INC2.3K shares1.35%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC3.0K shares0.34%2026-03-312026-05-12

INFL LISTED FDS TR5.0K sharesnew addition2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR10.5K shares0.00%2026-03-312026-05-12

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-05-12

META META PLATFORMS INC438 shares-2.01%2026-03-312026-05-12

RSG REPUBLIC SVCS INC1.1K shares1.84%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC2.1K shares-0.05%2026-03-312026-05-12

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC691 shares0.00%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR4.7K shares0.00%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP1.9K shares-1.31%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO3.6K sharesnew addition2026-03-312026-05-12

YUM YUM BRANDS INC1.4K shares1.67%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC1.3K shares2.05%2026-03-312026-05-12

GLD SPDR GOLD TR485 sharesnew addition2026-03-312026-05-12

MA MASTERCARD INCORPORATED414 shares4.28%2026-03-312026-05-12

Sponsored

AMTX AEMETIS INC15.6K shares0.00%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL

-0.99%

Shares71.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-21.75%

Shares109.6K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-1.48%

Shares117.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

4.56%

Shares69.8K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-0.83%

Shares128.6K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-22.49%

Shares427.7K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

-0.85%

Shares101.4K

Event2026-03-31

Filed2026-05-12

MTBA

SIMPLIFY EXCHANGE TRADED FUN

13.00%

Shares379.5K

Event2026-03-31

Filed2026-05-12

JACOBS SOLUTIONS INC

-1.98%

Shares137.8K

Event2026-03-31

Filed2026-05-12

DUHP

DIMENSIONAL ETF TRUST

0.17%

Shares448.3K

Event2026-03-31

Filed2026-05-12

BHRB

BURKE HERBERT FINL SVCS CORP

0.00%

Shares258.1K

Event2026-03-31

Filed2026-05-12

MKL

MARKEL GROUP INC

-0.88%

Shares8.2K

Event2026-03-31

Filed2026-05-12

WRB

BERKLEY W R CORP

-0.88%

Shares232.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

14.01%

Shares74.0K

Event2026-03-31

Filed2026-05-12

HUBBELL INC

-1.43%

Shares30.8K

Event2026-03-31

Filed2026-05-12

WAT

WATERS CORP

-1.50%

Shares47.0K

Event2026-03-31

Filed2026-05-12

VRSN

VERISIGN INC

-2.24%

Shares55.9K

Event2026-03-31

Filed2026-05-12

VLO

VALERO ENERGY CORP

-1.61%

Shares55.0K

Event2026-03-31

Filed2026-05-12

DFAU

DIMENSIONAL ETF TRUST

-8.33%

Shares296.7K

Event2026-03-31

Filed2026-05-12

ZTS

ZOETIS INC

49.25%

Shares111.8K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

New

Shares42.7K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

24.20%

Shares53.9K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP

-1.44%

Shares71.0K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

0.83%

Shares52.1K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

6.69%

Shares264.0K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

-2.19%

Shares92.4K

Event2026-03-31

Filed2026-05-12

NVO

NOVO-NORDISK A S

-2.76%

Shares194.4K

Event2026-03-31

Filed2026-05-12

DCRE

DOUBLELINE ETF TRUST

17.98%

Shares127.8K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

26.36%

Shares168.7K

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD MALVERN FDS

27.59%

Shares123.6K

Event2026-03-31

Filed2026-05-12

SCHO

SCHWAB STRATEGIC TR

42.13%

Shares240.6K

Event2026-03-31

Filed2026-05-12

DCOR

DIMENSIONAL ETF TRUST

107.25%

Shares50.8K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-0.04%

Shares17.0K

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

10.68%

Shares98.3K

Event2026-03-31

Filed2026-05-12

DIHP

DIMENSIONAL ETF TRUST

3.31%

Shares103.0K

Event2026-03-31

Filed2026-05-12

DFAX

DIMENSIONAL ETF TRUST

73.64%

Shares97.6K

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB STRATEGIC TR

39.31%

Shares121.3K

Event2026-03-31

Filed2026-05-12

GLDM

WORLD GOLD TR

0.00%

Shares25.4K

Event2026-03-31

Filed2026-05-12

DFAT

DIMENSIONAL ETF TRUST

5.75%

Shares36.5K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

0.00%

Shares23.1K

Event2026-03-31

Filed2026-05-12

DFSI

DIMENSIONAL ETF TRUST

0.33%

Shares45.9K

Event2026-03-31

Filed2026-05-12

SCHP

SCHWAB STRATEGIC TR

11.53%

Shares68.2K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-12

BOEING CO

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-22.27%

Shares2.2K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-4.70%

Shares9.5K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-6.17%

Shares4.6K

Event2026-03-31

Filed2026-05-12

EWU

ISHARES TR

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-0.16%

Shares1.2K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

0.47%

Shares4.7K

Event2026-03-31

Filed2026-05-12

IJT

ISHARES TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-3.22%

Shares3.5K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

-0.11%

Shares3.8K

Event2026-03-31

Filed2026-05-12

VISA INC

0.30%

Shares3.0K

Event2026-03-31

Filed2026-05-12

DFGR

DIMENSIONAL ETF TRUST

15.61%

Shares28.2K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-5.38%

Shares932

Event2026-03-31

Filed2026-05-12

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-12

VEEV

VEEVA SYS INC

-0.13%

Shares3.1K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

-8.91%

Shares18.9K

Event2026-03-31

Filed2026-05-12

GDX

VANECK ETF TRUST

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-12

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-0.52%

Shares2.9K

Event2026-03-31

Filed2026-05-12

FLOT

ISHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-0.21%

Shares475

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

-0.23%

Shares4.3K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

1.39%

Shares1.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

0.27%

Shares2.2K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

-97.39%

Shares4.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-52.81%

Shares597

Event2026-03-31

Filed2026-05-12

MMC

MARSH & MCLENNAN COS INC

0.05%

Shares2.0K

Event2026-03-31

Filed2026-05-12

DFAW

DIMENSIONAL ETF TRUST

0.84%

Shares4.5K

Event2026-03-31

Filed2026-05-12

DFAR

DIMENSIONAL ETF TRUST

40.11%

Shares14.0K

Event2026-03-31

Filed2026-05-12

JMST

J P MORGAN EXCHANGE TRADED F

44.07%

Shares6.4K

Event2026-03-31

Filed2026-05-12

PFGC

PERFORMANCE FOOD GROUP CO

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-11.62%

Shares951

Event2026-03-31

Filed2026-05-12

CWT

CALIFORNIA WTR SVC GROUP

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

0.00%

Shares806

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

1.35%

Shares2.3K

Event2026-03-31

Filed2026-05-12

ORLY

OREILLY AUTOMOTIVE INC

0.34%

Shares3.0K

Event2026-03-31

Filed2026-05-12

INFL

LISTED FDS TR

New

Shares5.0K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-12

PSX

PHILLIPS 66

New

Shares1.4K

Event2026-03-31

Filed2026-05-12