Hutchinson Capital Management holds a diversified book of 108 stocks worth $583.7M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
76% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hutchinson Capital Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $12.8B |
| Integrated Wealth Concepts LLC | 79 / 80 | $3.3B |
| MORGAN STANLEY | 78 / 80 | $533.1B |
| LPL Financial LLC | 78 / 80 | $59.5B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $13.8B |
| MML INVESTORS SERVICES, LLC | 78 / 80 | $8.6B |
| JPMORGAN CHASE & CO | 77 / 80 | $503.3B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $89.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Hutchinson Capital Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $35.8M | 71.6K | 6.1% | ▼~0% Reduced · −19 sh | |
| 2 | Apple Inc COM | $34.9M | 120.6K | 6.0% | ▲+3.1% Added · +4K sh | |
| 3 | Alphabet Inc CAP STK CL A | $31.7M | 88.8K | 5.4% | ▼−19% Reduced · −21K sh | |
| 4 | Microsoft Corp COM | $26.3M | 70.4K | 4.5% | ▲+0.8% Added · +569 sh | |
| 5 | Progressive Corp COM | $22.0M | 100.9K | 3.8% | ▼−0.5% Reduced · −502 sh | |
| 6 | Simplify Exchange Traded Fun MBS ETF | $19.7M | 401.9K | 3.4% | ▲+5.9% Added · +22K sh | |
| 7 | Exxon Mobil Corp COM | $19.1M | 139.8K | 3.3% | ▲+8.7% Added · +11K sh | |
| 8 | Dimensional ETF Trust US HIGH PROF ETF | $18.8M | 451.5K | 3.2% | ▲+0.7% Added · +3K sh | |
| 9 | Burke Herbert Finl Svcs Corp COM | $18.6M | 259.1K | 3.2% | ▲+0.4% Added · +1K sh | |
| 10 | Jacobs Solutions Inc COM | $17.9M | 141.9K | 3.1% | ▲+3.0% Added · +4K sh | |
| 11 | Amazon Com Inc COM | $17.6M | 73.9K | 3.0% | ▼−0.1% Reduced · −113 sh | |
| 12 | Waters Corp COM | $17.4M | 46.4K | 3.0% | ▼−1.3% Reduced · −593 sh | |
| 13 | Broadcom Inc COM | $16.4M | 43.4K | 2.8% | ▲+1.7% Added · +738 sh | |
| 14 | Berkley W R Corp COM | $16.4M | 231.9K | 2.8% | ▼−0.4% Reduced · −1K sh | |
| 15 | Bank Of Amer Corp COM | $16.3M | 286.0K | 2.8% | ▼−33% Reduced · −142K sh | |
| 16 | Hubbell Inc COM | $16.1M | 30.7K | 2.8% | ▼−0.1% Reduced · −48 sh | |
| 17 | Dimensional ETF Trust US CORE EQT MKT | $15.6M | 301.9K | 2.7% | ▲+1.8% Added · +5K sh | |
| 18 | Valero Energy Corp COM | $14.2M | 54.6K | 2.4% | ▼−0.8% Reduced · −432 sh | |
| 19 | Verisign Inc COM | $14.0M | 55.6K | 2.4% | ▼−0.6% Reduced · −312 sh | |
| 20 | Mastercard Incorporated CL A | $12.0M | 23.4K | 2.1% | ▲57× Added · +23K sh | |
| 21 | Dimensional ETF Trust INTL CORE EQT MK | $11.6M | 282.0K | 2.0% | ▲+6.8% Added · +18K sh | |
| 22 | Markel Group Inc COM | $10.7M | 5.5K | 1.8% | ▼−33% Reduced · −3K sh | |
| 23 | Adobe Inc COM | $10.6M | 51.9K | 1.8% | ▼−3.7% Reduced · −2K sh | |
| 24 | Novo-Nordisk A S ADR | $9.0M | 188.0K | 1.5% | ▼−3.3% Reduced · −6K sh | |
| 25 | Capital One Finl Corp COM | $8.9M | 44.1K | 1.5% | ▼−38% Reduced · −27K sh | |
| 26 | Zoetis Inc CL A | $7.8M | 108.3K | 1.3% | ▼−3.1% Reduced · −3K sh | |
| 27 | Wells Fargo & Co COM | $7.6M | 92.4K | 1.3% | ▲~0% Added · +27 sh | |
| 28 | Dimensional ETF Trust US COR EQU 2 ETF | $7.3M | 164.8K | 1.3% | ▼−2.3% Reduced · −4K sh | |
| 29 | Doubleline ETF Trust COMMERCIAL REAL | $7.0M | 135.0K | 1.2% | ▲+5.6% Added · +7K sh | |
| 30 | Vanguard Malvern FDS STRM INFPROIDX | $6.8M | 135.7K | 1.2% | ▲+9.8% Added · +12K sh | |
| 31 | Accenture PLC Ireland SHS CLASS A | $6.2M | 50.1K | 1.1% | ▼−3.9% Reduced · −2K sh | |
| 32 | Schwab Strategic TR SHT TM US TRES | $6.1M | 254.0K | 1.1% | ▲+5.5% Added · +13K sh | |
| 33 | Dimensional ETF Trust US COR EQU 1 ETF | $5.4M | 65.9K | 0.9% | ▲+30% Added · +15K sh | |
| 34 | Honeywell Intl Inc COM | $5.4M | 23.9K | 0.9% | ▲New New position | |
| 35 | Honeywell Aerospace Inc COM | $5.3M | 23.9K | 0.9% | ▲New New position | |
| 36 | Dimensional ETF Trust EMGR CRE EQT MNG | $4.1M | 102.8K | 0.7% | ▲+4.6% Added · +5K sh | |
| 37 | Dimensional ETF Trust WORLD EX US CORE | $4.1M | 111.9K | 0.7% | ▲+15% Added · +14K sh | |
| 38 | Schwab Strategic TR INT-TRM U.S TRES | $4.0M | 162.8K | 0.7% | ▲+34% Added · +42K sh | |
| 39 | Dimensional ETF Trust INTL HIGH PROFIT | $3.6M | 106.6K | 0.6% | ▲+3.5% Added · +4K sh | |
| 40 | Chevron Corporation COM | $3.1M | 18.5K | 0.5% | ▲+8.8% Added · +2K sh | |
| 41 | Dimensional ETF Trust US TARGETED VLU | $2.8M | 40.3K | 0.5% | ▲+10% Added · +4K sh | |
| 42 | Corning Inc COM | $2.6M | 10.4K | 0.5% | ▼−0.5% Reduced · −57 sh | |
| 43 | Dimensional ETF Trust INTERNATIONAL | $2.1M | 45.9K | 0.4% | —Held | |
| 44 | Schwab Strategic TR US TIPS ETF | $2.0M | 73.9K | 0.3% | ▲+8.3% Added · +6K sh | |
| 45 | Johnson & Johnson COM | $1.8M | 6.9K | 0.3% | ▼−0.6% Reduced · −40 sh | |
| 46 | Ishares Gold TR ISHARES NEW | $1.7M | 23.1K | 0.3% | —Held | |
| 47 | Boeing Co COM | $1.7M | 7.8K | 0.3% | ▲+2.0% Added · +152 sh | |
| 48 | World Gold TR SPDR GLD MINIS | $1.6M | 20.3K | 0.3% | ▼−20% Reduced · −5K sh | |
| 49 | JPMorgan Chase & Co COM | $1.5M | 4.6K | 0.3% | ▲+1.5% Added · +67 sh | |
| 50 | State STR SPDR S&P 500 ETF T TR UNIT | $1.5M | 2.0K | 0.3% | ▼−8.7% Reduced · −192 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1078246/holdings"
Use Arkolith to show HUTCHINSON CAPITAL MANAGEMENT/CA's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.