☆HUTCHINSON CAPITAL MANAGEMENT/CA
Quality Q
0.454
AUM ($M)
584
Positions
108
Turnover
0.09
Top-10 wt
42%
Herfindahl
0.029
History (qtrs)
6
Excess Return
+6.9%
AI Eval Run AI Eval
Holdings · 112 positions · portfolio value $584M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 6.1% | -0.2% | 35.8 | 71,609 | -19 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 6.0% | +0.5% | 34.9 | 120,621 | +3,596 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 5.4% | -0.4% | 31.7 | 88,790 | -20,762 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 4.5% | -0.3% | 26.3 | 70,412 | +569 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | TRIM | — | 3.8% | +0.1% | 22.0 | 100,917 | -502 | 5 | — |
| ☆MTBA funds › | SIMPLIFY EXCHANGE TRADED FUN | ADD | — | 3.4% | -0.1% | 19.7 | 401,942 | +22,430 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 3.3% | -0.7% | 19.1 | 139,820 | +11,229 | 5 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.2% | +0.2% | 18.8 | 451,548 | +3,222 | 5 | — |
| ☆BHRB funds › | BURKE HERBERT FINL SVCS CORP | ADD | — | 3.2% | +0.2% | 18.6 | 259,080 | +1,000 | 5 | — |
| ☆J funds › | JACOBS SOLUTIONS INC | ADD | — | 3.1% | -0.2% | 17.9 | 141,913 | +4,145 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 3.0% | +0.2% | 17.6 | 73,894 | -113 | 5 | — |
| ☆WAT funds › | WATERS CORP | TRIM | — | 3.0% | +0.4% | 17.4 | 46,381 | -593 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 2.8% | +0.4% | 16.4 | 43,442 | +738 | 2 | +10.4% |
| ☆WRB funds › | BERKLEY W R CORP | TRIM | — | 2.8% | -0.0% | 16.4 | 231,879 | -1,027 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 2.8% | -1.0% | 16.3 | 285,955 | -141,735 | 5 | — |
| ☆HUBB funds › | HUBBELL INC | TRIM | — | 2.8% | -0.0% | 16.1 | 30,746 | -48 | 5 | -0.1% |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.7% | +0.2% | 15.6 | 301,928 | +5,253 | 5 | — |
| ☆VLO funds › | VALERO ENERGY CORP | TRIM | — | 2.4% | -0.1% | 14.2 | 54,587 | -432 | 5 | — |
| ☆VRSN funds › | VERISIGN INC | TRIM | — | 2.4% | -0.2% | 14.0 | 55,557 | -312 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 2.1% | +2.0% | 12.0 | 23,428 | +23,014 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.0% | +0.1% | 11.6 | 282,045 | +18,026 | 5 | — |
| ☆MKL funds › | MARKEL GROUP INC | TRIM | — | 1.8% | -1.0% | 10.7 | 5,484 | -2,666 | 5 | — |
| ☆ADBE funds › | ADOBE INC | TRIM | — | 1.8% | -0.6% | 10.6 | 51,886 | -2,007 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | TRIM | — | 1.5% | +0.2% | 9.0 | 187,985 | -6,443 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | TRIM | — | 1.5% | -0.9% | 8.9 | 44,143 | -26,841 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 1.3% | -1.1% | 7.8 | 108,344 | -3,490 | 4 | -73.4% |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 1.3% | -0.0% | 7.6 | 92,391 | +27 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.3% | +0.0% | 7.3 | 164,817 | -3,893 | 5 | — |
| ☆DCRE funds › | DOUBLELINE ETF TRUST | ADD | — | 1.2% | -0.0% | 7.0 | 135,006 | +7,180 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | ADD | — | 1.2% | +0.0% | 6.8 | 135,668 | +12,095 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 1.1% | -0.8% | 6.2 | 50,121 | -2,009 | 5 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | ADD | — | 1.1% | -0.0% | 6.1 | 253,954 | +13,305 | 5 | — |
| ☆CUSIP:25434V625 funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.9% | +0.3% | 5.4 | 65,872 | +15,102 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.9% | +0.9% | 5.4 | 23,924 | +23,924 | 1 | -11.2% |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.9% | +0.9% | 5.3 | 23,923 | +23,923 | 1 | -104.9% |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.7% | +0.1% | 4.1 | 102,801 | +4,523 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.7% | +0.1% | 4.1 | 111,936 | +14,297 | 5 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | ADD | — | 0.7% | +0.1% | 4.0 | 162,823 | +41,544 | 5 | — |
| ☆DIHP funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.6% | +0.0% | 3.6 | 106,622 | +3,621 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.5% | -0.1% | 3.1 | 18,541 | +1,505 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.5% | +0.1% | 2.8 | 40,343 | +3,812 | 5 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 0.5% | +0.2% | 2.6 | 10,369 | -57 | 5 | — |
| ☆DFSI funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.4% | -0.0% | 2.1 | 45,887 | +0 | 5 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.0% | 2.0 | 73,860 | +5,646 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.3% | -0.0% | 1.8 | 6,939 | -40 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TR | HOLD | — | 0.3% | -0.1% | 1.7 | 23,132 | +0 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.3% | +0.0% | 1.7 | 7,751 | +152 | 5 | — |
| ☆GLDM funds › | WORLD GOLD TR | TRIM | — | 0.3% | -0.2% | 1.6 | 20,343 | -5,094 | 5 | +3.3% |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.3% | +0.0% | 1.5 | 4,630 | +67 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.3% | -0.0% | 1.5 | 2,007 | -192 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 1.4 | 3,836 | +349 | 5 | — |
| ☆IJT funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.3 | 7,465 | +0 | 5 | — |
| ☆EWU funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.3 | 27,187 | +0 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.2% | -0.0% | 1.2 | 1,297 | +73 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.2% | +0.1% | 1.2 | 5,884 | +3,650 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.0% | 1.1 | 3,993 | +216 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.2% | +0.0% | 1.0 | 3,033 | +15 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.2% | +0.0% | 1.0 | 905 | -27 | 5 | — |
| ☆DFGR funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.2% | +0.0% | 0.9 | 30,471 | +2,225 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.1% | 0.8 | 5,532 | -3,936 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.1% | +0.0% | 0.8 | 9,397 | +39 | 5 | — |
| ☆DFSU funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.7 | 14,570 | +0 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | TRIM | — | 0.1% | +0.0% | 0.7 | 1,342 | -15 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.6 | 531 | +56 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.6 | 514 | +514 | 1 | +311.8% |
| ☆VEEV funds › | VEEVA SYS INC | ADD | — | 0.1% | -0.0% | 0.6 | 3,309 | +188 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.6 | 855 | +258 | 3 | +0.1% |
| ☆XLE funds › | SELECT SECTOR SPDR TR | NEW | — | 0.1% | +0.1% | 0.5 | 9,541 | +9,541 | 1 | -11.5% |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.1% | -0.0% | 0.5 | 1,371 | +2 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,384 | +433 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.5 | 3,404 | +512 | 5 | — |
| ☆PFE funds › | PFIZER INC | ADD | — | 0.1% | -0.0% | 0.5 | 18,926 | +3 | 5 | — |
| ☆PFGC funds › | PERFORMANCE FOOD GROUP CO | ADD | — | 0.1% | +0.0% | 0.4 | 3,949 | +260 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.4 | 746 | +746 | 1 | +105.4% |
| ☆FLOT funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 8,376 | -395 | 5 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.4 | 1,107 | +1,107 | 1 | +163.2% re-entry |
| ☆GDX funds › | VANECK ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.4 | 5,416 | +0 | 5 | +46.0% |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.4 | 1,494 | +180 | 5 | — |
| ☆DFAW funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.1% | +0.0% | 0.4 | 4,561 | +24 | 3 | +6.8% |
| ☆DFAR funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.4 | 13,966 | +0 | 5 | — |
| ☆JQUA funds › | J P MORGAN EXCHANGE TRADED F | NEW | — | 0.1% | +0.1% | 0.4 | 4,894 | +4,894 | 1 | +26.8% |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,011 | +12 | 5 | — |
| ☆CUSIP:130788102 funds › | CALIFORNIA WTR SVC GROUP | ADD | — | 0.1% | +0.0% | 0.3 | 6,789 | +177 | 5 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 806 | +0 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | +0.0% | 0.3 | 580 | +142 | 5 | — |
| ☆JMST funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.1% | -0.0% | 0.3 | 6,398 | +0 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.1% | +0.0% | 0.3 | 5,647 | +2,029 | 2 | -14.3% |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.1% | -0.0% | 0.3 | 3,237 | -1,102 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,318 | -17 | 3 | +48.1% |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.3 | 10,451 | +0 | 5 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | ADD | — | 0.0% | +0.0% | 0.3 | 1,902 | +13 | 5 | — |
| ☆ORLY funds › | OREILLY AUTOMOTIVE INC | ADD | — | 0.0% | -0.0% | 0.3 | 2,983 | +18 | 5 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.0% | +0.0% | 0.3 | 900 | +900 | 1 | +60.8% |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.0% | +0.0% | 0.3 | 230 | +230 | 1 | -1.4% |
| ☆INFL funds › | LISTED FDS TR | HOLD | — | 0.0% | -0.0% | 0.2 | 5,000 | +0 | 2 | -22.0% |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.2 | 4,700 | +0 | 4 | +14.8% |
| ☆BX funds › | BLACKSTONE INC | HOLD | — | 0.0% | -0.0% | 0.2 | 2,107 | +0 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | ADD | — | 0.0% | -0.0% | 0.2 | 1,417 | +10 | 2 | +98.2% |
| ☆RSG funds › | REPUBLIC SVCS INC | ADD | — | 0.0% | -0.0% | 0.2 | 1,110 | +3 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.0% | +0.0% | 0.2 | 1,301 | +6 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | ADD | — | 0.0% | -0.0% | 0.2 | 1,405 | +8 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.2 | 6,832 | +6,832 | 1 | +16.6% |
| ☆ABT funds › | ABBOTT LABORATORIES | NEW | — | 0.0% | +0.0% | 0.2 | 2,360 | +2,360 | 1 | +149.4% |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.0% | +0.0% | 0.2 | 842 | +842 | 1 | +88.7% re-entry |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.0% | +0.0% | 0.2 | 487 | +487 | 1 | -77.0% |
| ☆RTX funds › | RTX CORPORATION | NEW | — | 0.0% | +0.0% | 0.2 | 1,079 | +1,079 | 1 | +151.4% re-entry |
| ☆WDC funds › | WESTERN DIGITAL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 314 | +314 | 1 | +29.7% |
| ☆AMTX funds › | AEMETIS INC | ADD | — | 0.0% | -0.0% | 0.0 | 17,600 | +2,000 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -485 | 0 | -63.4% |
| ☆SBUX funds › | STARBUCKS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,167 | 0 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -691 | 0 | +75.2% |
| ☆UNP funds › | UNION PAC CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,674 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 584 | 108 | 0.09 | 42% | 0.029 | 0.452 | — | in |
| 2026Q1 | 544 | 97 | 0.11 | 44% | 0.031 | 0.421 | — | in |
| 2025Q4 | 583 | 98 | 0.06 | 46% | 0.034 | 0.505 | — | in |
| 2025Q3 | 578 | 97 | 0.07 | 45% | 0.032 | 0.492 | — | in |
| 2025Q2 | 548 | 92 | 0.08 | 44% | 0.032 | 0.488 | — | entered |
| 2025Q1 | 524 | 92 | 0.00 | 45% | 0.033 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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