The Analysis of HUTCHINSON CAPITAL MANAGEMENT/CA's Holdings
Currently, HUTCHINSON CAPITAL MANAGEMENT/CA holds 97 types of securities in its portfolio with a total value $577.9M. In the most recent quarter, they have increased their positions in ZTS (+78.6K shares, valued at $11.5M), ACN (+13.3K shares, valued at $3.3M), MTBA (+55.2K shares, valued at $2.8M); decreased their positions in GOOGL (-2.3K shares, valued at $568.6K), MSFT (-959 shares, valued at $496.7K), WFC (-3.7K shares, valued at $313.1K); initiated new positions in ZTS (+78.6K shares, valued at $11.5M), GE (+770 shares, valued at $231.6K), ORCL (+753 shares, valued at $211.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.B BERKSHIRE HATHAWAY INC DEL71.8K shares-0.57%2025-09-302025-11-12
MSFT MICROSOFT CORP66.7K shares-1.42%2025-09-302025-11-12
GOOGL ALPHABET INC140.1K shares-1.64%2025-09-302025-11-12
AAPL APPLE INC118.7K shares-1.01%2025-09-302025-11-12
BAC BANK AMERICA CORP552.0K shares-0.97%2025-09-302025-11-12
PGR PROGRESSIVE CORP102.3K shares2.12%2025-09-302025-11-12
J JACOBS SOLUTIONS INC141.1K shares-1.36%2025-09-302025-11-12
WRB BERKLEY W R CORP234.5K shares-0.74%2025-09-302025-11-12
DUHP DIMENSIONAL ETF TRUST435.1K shares1.93%2025-09-302025-11-12
BHRB BURKE HERBERT FINL SVCS CORP258.1K shares0.39%2025-09-302025-11-12
VRSN VERISIGN INC56.9K shares-0.69%2025-09-302025-11-12
MKL MARKEL GROUP INC8.2K shares-1.13%2025-09-302025-11-12
MTBA SIMPLIFY EXCHANGE TRADED FUN310.4K shares21.62%2025-09-302025-11-12
ADBE ADOBE INC43.7K shares-0.76%2025-09-302025-11-12
COF CAPITAL ONE FINL CORP71.9K shares-1.03%2025-09-302025-11-12
XOM EXXON MOBIL CORP128.9K shares-1.48%2025-09-302025-11-12
WAT WATERS CORP48.2K shares-0.70%2025-09-302025-11-12
AMZN AMAZON COM INC64.6K shares-0.29%2025-09-302025-11-12
SBUX STARBUCKS CORP160.5K shares-0.77%2025-09-302025-11-12
HUBB HUBBELL INC30.9K shares-0.64%2025-09-302025-11-12
ACN ACCENTURE PLC IRELAND49.2K shares37.21%2025-09-302025-11-12
DFAU DIMENSIONAL ETF TRUST258.5K shares5.78%2025-09-302025-11-12
ZTS ZOETIS INC78.6K sharesnew addition2025-09-302025-11-12
NVO NOVO-NORDISK A S199.4K shares-0.71%2025-09-302025-11-12
VLO VALERO ENERGY CORP56.1K shares-0.78%2025-09-302025-11-12
DEO DIAGEO PLC96.8K shares-1.56%2025-09-302025-11-12
CMCSA COMCAST CORP NEW275.3K shares-0.55%2025-09-302025-11-12
ARE ALEXANDRIA REAL ESTATE EQ IN102.8K shares-1.30%2025-09-302025-11-12
DFAI DIMENSIONAL ETF TRUST225.9K shares10.16%2025-09-302025-11-12
WFC WELLS FARGO CO NEW94.8K shares-3.79%2025-09-302025-11-12
DFAC DIMENSIONAL ETF TRUST136.5K shares-2.62%2025-09-302025-11-12
DCRE DOUBLELINE ETF TRUST98.2K shares69.67%2025-09-302025-11-12
VTIP VANGUARD MALVERN FDS91.6K shares4.45%2025-09-302025-11-12
SCHO SCHWAB STRATEGIC TR170.4K shares-0.75%2025-09-302025-11-12
DIHP DIMENSIONAL ETF TRUST92.8K shares6.69%2025-09-302025-11-12
CVX CHEVRON CORP NEW17.1K shares-1.72%2025-09-302025-11-12
DFAE DIMENSIONAL ETF TRUST80.3K shares7.67%2025-09-302025-11-12
SCHR SCHWAB STRATEGIC TR79.9K shares18.14%2025-09-302025-11-12
GLDM WORLD GOLD TR25.4K shares0.00%2025-09-302025-11-12
SPY SPDR S&P 500 ETF TR2.9K shares-1.62%2025-09-302025-11-12
DFAT DIMENSIONAL ETF TRUST32.6K shares7.14%2025-09-302025-11-12
DFSI DIMENSIONAL ETF TRUST45.7K shares0.00%2025-09-302025-11-12
DFAX DIMENSIONAL ETF TRUST57.2K shares-0.86%2025-09-302025-11-12
IAU ISHARES GOLD TR23.1K shares0.00%2025-09-302025-11-12
BA BOEING CO7.6K shares-1.17%2025-09-302025-11-12
SCHP SCHWAB STRATEGIC TR59.2K shares0.13%2025-09-302025-11-12
PG PROCTER AND GAMBLE CO9.9K shares-3.55%2025-09-302025-11-12
JPM JPMORGAN CHASE & CO.4.3K shares-10.50%2025-09-302025-11-12
JNJ JOHNSON & JOHNSON7.3K shares-1.19%2025-09-302025-11-12
EWU ISHARES TR27.2K shares0.00%2025-09-302025-11-12
COST COSTCO WHSL CORP NEW1.2K shares-11.61%2025-09-302025-11-12
UNP UNION PAC CORP4.7K shares-0.04%2025-09-302025-11-12
IJT ISHARES TR7.5K shares0.00%2025-09-302025-11-12
V VISA INC3.0K shares-0.10%2025-09-302025-11-12
IBM INTERNATIONAL BUSINESS MACHS3.3K shares-0.57%2025-09-302025-11-12
VEEV VEEVA SYS INC3.1K shares0.00%2025-09-302025-11-12
GOOG ALPHABET INC3.6K shares0.28%2025-09-302025-11-12
GLW CORNING INC10.4K shares0.00%2025-09-302025-11-12
DCOR DIMENSIONAL ETF TRUST10.0K shares140.22%2025-09-302025-11-12
DFSU DIMENSIONAL ETF TRUST15.5K shares9.50%2025-09-302025-11-12
KO COCA COLA CO9.3K shares0.00%2025-09-302025-11-12
PFE PFIZER INC23.9K shares-0.89%2025-09-302025-11-12
DFGR DIMENSIONAL ETF TRUST22.3K shares15.18%2025-09-302025-11-12
K KELLANOVA6.8K shares0.00%2025-09-302025-11-12
DIS DISNEY WALT CO4.4K shares-14.76%2025-09-302025-11-12
CAT CATERPILLAR INC1.0K shares0.00%2025-09-302025-11-12
ROK ROCKWELL AUTOMATION INC1.4K shares-0.15%2025-09-302025-11-12
FLOT ISHARES TR9.1K shares-1.71%2025-09-302025-11-12
HD HOME DEPOT INC1.1K shares0.28%2025-09-302025-11-12
GDX VANECK ETF TRUST5.4K shares0.00%2025-09-302025-11-12
NVDA NVIDIA CORPORATION2.2K shares10.65%2025-09-302025-11-12
PEP PEPSICO INC2.9K shares-1.16%2025-09-302025-11-12
MMC MARSH & MCLENNAN COS INC2.0K shares0.00%2025-09-302025-11-12
PFGC PERFORMANCE FOOD GROUP CO3.8K shares0.00%2025-09-302025-11-12
IEUR ISHARES TR5.8K shares0.00%2025-09-302025-11-12
MCD MCDONALDS CORP1.3K shares0.00%2025-09-302025-11-12
AMGN AMGEN INC1.4K shares0.00%2025-09-302025-11-12
BX BLACKSTONE INC2.1K shares0.00%2025-09-302025-11-12
LLY ELI LILLY & CO469 shares0.21%2025-09-302025-11-12
ORLY OREILLY AUTOMOTIVE INC3.0K shares0.44%2025-09-302025-11-12
META META PLATFORMS INC429 shares0.94%2025-09-302025-11-12
CWT CALIFORNIA WTR SVC GROUP6.6K shares0.03%2025-09-302025-11-12
IWB ISHARES TR806 shares0.00%2025-09-302025-11-12
RSG REPUBLIC SVCS INC1.1K shares0.00%2025-09-302025-11-12
SCHF SCHWAB STRATEGIC TR10.5K shares0.00%2025-09-302025-11-12
DFAR DIMENSIONAL ETF TRUST10.0K shares0.00%2025-09-302025-11-12
GE GE AEROSPACE770 sharesnew addition2025-09-302025-11-12
JMST J P MORGAN EXCHANGE TRADED F4.4K shares0.00%2025-09-302025-11-12
MA MASTERCARD INCORPORATED392 shares-0.25%2025-09-302025-11-12
ORCL ORACLE CORP753 sharesnew addition2025-09-302025-11-12
ABBV ABBVIE INC914 sharesnew addition2025-09-302025-11-12
YUM YUM BRANDS INC1.4K shares0.00%2025-09-302025-11-12
BK BANK NEW YORK MELLON CORP1.9K shares-22.35%2025-09-302025-11-12
PM PHILIP MORRIS INTL INC1.3K shares-9.74%2025-09-302025-11-12
FNDF SCHWAB STRATEGIC TR4.7K sharesnew addition2025-09-302025-11-12
SCHW SCHWAB CHARLES CORP2.1K sharesnew addition2025-09-302025-11-12
AMTX AEMETIS INC15.6K shares0.00%2025-09-302025-11-12
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available