☆Hutchinson Financial Advisors, INC
Quality Q
0.137
AUM ($M)
102
Positions
67
Turnover
0.10
Top-10 wt
33%
Herfindahl
0.022
History (qtrs)
2
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 67 positions · portfolio value $102M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MSFT funds › | MICROSOFT CORP COM | ADD | — | 4.8% | -0.4% | 4.9 | 9,502 | +171 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC CL A | ADD | — | 3.7% | +0.6% | 3.8 | 15,645 | +80 | 1 | — |
| ☆GLDM funds › | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | ADD | — | 3.7% | +2.1% | 3.7 | 48,768 | +27,959 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL CL B NEW | ADD | — | 3.5% | +0.3% | 3.5 | 7,039 | +1,218 | 1 | — |
| ☆AAPL funds › | APPLE INC COM | ADD | — | 3.2% | +0.3% | 3.3 | 12,942 | +243 | 1 | — |
| ☆SPYM funds › | SPDR SER TR PORTFOLIO S&P 500 ETF | TRIM | — | 3.1% | -0.8% | 3.1 | 39,898 | -6,668 | 1 | — |
| ☆BILS funds › | SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF | ADD | — | 2.8% | +0.2% | 2.9 | 28,803 | +5,973 | 1 | — |
| ☆V funds › | VISA INC COM CL A | ADD | — | 2.8% | -0.4% | 2.9 | 8,378 | +367 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC COM | ADD | — | 2.7% | -0.6% | 2.8 | 13,158 | +677 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC COM | ADD | — | 2.7% | -0.3% | 2.7 | 12,351 | +500 | 1 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF | ADD | — | 2.7% | +1.2% | 2.7 | 63,172 | +30,659 | 1 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC COM | ADD | — | 2.6% | -0.2% | 2.7 | 27,114 | +685 | 1 | — |
| ☆BNY funds › | BANK NEW YORK MELLON CORP COM | ADD | — | 2.6% | +0.1% | 2.6 | 23,932 | +596 | 1 | — |
| ☆ORCL funds › | ORACLE CORP COM | TRIM | — | 2.4% | -0.2% | 2.5 | 8,795 | -1,606 | 1 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP NEW COM | ADD | — | 2.4% | -0.2% | 2.4 | 25,347 | +578 | 1 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | ADD | — | 2.3% | +0.2% | 2.3 | 8,263 | +75 | 1 | — |
| ☆ENB funds › | ENBRIDGE INC COM ISIN#CA29250N1050 | TRIM | — | 2.1% | -0.9% | 2.1 | 42,434 | -16,457 | 1 | — |
| ☆BKNG funds › | BOOKING HLDGS INC COM | HOLD | — | 2.1% | -0.5% | 2.1 | 394 | +0 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP COM | ADD | — | 2.1% | -0.0% | 2.1 | 18,799 | +1,544 | 1 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP COM | ADD | — | 2.0% | +0.1% | 2.0 | 5,880 | +114 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC CL A | TRIM | — | 1.9% | -0.8% | 1.9 | 3,839 | -712 | 1 | — |
| ☆CUSIP:904767704 funds › | UNILEVER PLC SPON ADR NEW ISIN#US9047677045 | ADD | — | 1.8% | -0.3% | 1.9 | 31,532 | +669 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO COM | ADD | — | 1.7% | -0.1% | 1.7 | 5,478 | +127 | 1 | — |
| ☆BAC funds › | BANK AMER CORP COM | ADD | — | 1.7% | -0.1% | 1.7 | 32,732 | +31 | 1 | — |
| ☆COP funds › | CONOCOPHILLIPS COM | ADD | — | 1.6% | -0.1% | 1.6 | 16,778 | +137 | 1 | — |
| ☆MA funds › | MASTERCARD INC CL A | TRIM | — | 1.5% | -0.7% | 1.6 | 2,756 | -825 | 1 | — |
| ☆IQV funds › | IQVIA HLDGS INC COM | HOLD | — | 1.5% | +0.1% | 1.5 | 8,036 | +0 | 1 | — |
| ☆META funds › | META PLATFORMS INC CL A | HOLD | — | 1.5% | -0.2% | 1.5 | 2,055 | +0 | 1 | — |
| ☆CMCSA funds › | COMCAST CORP NEW CL A | ADD | — | 1.5% | -0.4% | 1.5 | 47,667 | +656 | 1 | — |
| ☆SPYG funds › | SPDR SER TR S&P 500 GROWTH ETF | TRIM | — | 1.4% | -0.1% | 1.5 | 14,112 | -199 | 1 | — |
| ☆SPYV funds › | SPDR SER TR S&P 500 VALUE ETF | TRIM | — | 1.4% | -0.4% | 1.4 | 25,921 | -4,667 | 1 | — |
| ☆DOV funds › | DOVER CORP COM | NEW | — | 1.4% | +1.4% | 1.4 | 8,442 | +8,442 | 1 | — |
| ☆RTX funds › | RTX CORP COM | ADD | — | 1.4% | +0.0% | 1.4 | 8,394 | +229 | 1 | — |
| ☆PEP funds › | PEPSICO INC COM | ADD | — | 1.3% | -0.1% | 1.3 | 9,278 | +55 | 1 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC COM | ADD | — | 1.2% | -0.4% | 1.2 | 3,854 | +108 | 1 | — |
| ☆NVS funds › | NOVARTIS AG SPONSORED ADR | ADD | — | 1.2% | -0.1% | 1.2 | 9,656 | +234 | 1 | — |
| ☆BIL funds › | SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW | NEW | — | 1.2% | +1.2% | 1.2 | 13,422 | +13,422 | 1 | — |
| ☆BDX funds › | BECTON DICKINSON & CO COM | ADD | — | 1.1% | -0.0% | 1.1 | 6,065 | +122 | 1 | — |
| ☆ADI funds › | ANALOG DEVICES INC COM | ADD | — | 1.0% | -0.1% | 1.1 | 4,329 | +108 | 1 | — |
| ☆SNY funds › | SANOFI SPONS ADR ISIN#US80105N1054 | ADD | — | 1.0% | -0.2% | 1.1 | 22,436 | +397 | 1 | — |
| ☆DIS funds › | DISNEY WALT CO DISNEY COM | TRIM | — | 1.0% | +1.0% | 1.0 | 9,096 | -1,259,898 | 1 | — |
| ☆SPYD funds › | SPDR SER TR S&P 500 HIGH DIVID ETF | TRIM | — | 1.0% | -0.3% | 1.0 | 23,150 | -4,324 | 1 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR JANUS HENDERSON AAA CLO ETF | TRIM | — | 0.9% | -0.3% | 1.0 | 18,786 | -1,944 | 1 | — |
| ☆ADSK funds › | AUTODESK INC COM | ADD | — | 0.8% | -0.1% | 0.9 | 2,684 | +46 | 1 | — |
| ☆CRM funds › | SALESFORCE INC COM | TRIM | — | 0.8% | -0.5% | 0.8 | 3,461 | -882 | 1 | — |
| ☆ADBE funds › | ADOBE SYS INC COM | HOLD | — | 0.8% | -0.2% | 0.8 | 2,316 | +0 | 1 | — |
| ☆DEO funds › | DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057 | ADD | — | 0.8% | -0.2% | 0.8 | 8,333 | +164 | 1 | — |
| ☆VAL funds › | VALARIS LTD COM ISIN#BMG9460G1015 | TRIM | — | 0.8% | -0.1% | 0.8 | 16,078 | -1,376 | 1 | — |
| ☆SPAB funds › | SPDR SER TR BLOOMBERG BARCLAYS AGGREGATE BD ETF | ADD | — | 0.7% | -0.0% | 0.8 | 29,466 | +3,753 | 1 | — |
| ☆ASHR funds › | DBX ETF TR X-TRACKERS HARVEST CSI 300 CHINA CL A SHS | HOLD | — | 0.7% | +0.0% | 0.8 | 22,906 | +0 | 1 | — |
| ☆COR funds › | CENCORA INC COM | ADD | — | 0.7% | +0.1% | 0.7 | 2,287 | +472 | 1 | — |
| ☆VEEV funds › | VEEVA SYS INC CL A COM | ADD | — | 0.7% | -0.1% | 0.7 | 2,379 | +57 | 1 | — |
| ☆MDT funds › | MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 | ADD | — | 0.7% | -0.0% | 0.7 | 7,343 | +83 | 1 | — |
| ☆URA funds › | GLOBAL X FDS GLOBAL X URANIUM ETF PAR $0 001 | HOLD | — | 0.6% | +0.0% | 0.6 | 13,539 | +0 | 1 | — |
| ☆ECL funds › | ECOLAB INC COM | HOLD | — | 0.6% | -0.1% | 0.6 | 2,268 | +0 | 1 | — |
| ☆NVDA funds › | NVIDIA CORP COM | ADD | — | 0.6% | +0.0% | 0.6 | 3,055 | +80 | 1 | — |
| ☆FISV funds › | FISERV INC COM | HOLD | — | 0.5% | -0.3% | 0.5 | 3,690 | +0 | 1 | — |
| ☆SJNK funds › | SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF | NEW | — | 0.4% | +0.4% | 0.4 | 15,645 | +15,645 | 1 | — |
| ☆WFC funds › | WELLS FARGO & CO NEW COM | ADD | — | 0.3% | +0.0% | 0.3 | 3,655 | +526 | 1 | — |
| ☆KO funds › | COCA COLA CO COM | NEW | — | 0.3% | +0.3% | 0.3 | 4,341 | +4,341 | 1 | — |
| ☆VKTX funds › | VIKING THERAPEUTICS INC COM | NEW | — | 0.3% | +0.3% | 0.3 | 10,842 | +10,842 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | TRIM | — | 0.3% | -0.0% | 0.3 | 435 | -10 | 1 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC COM | NEW | — | 0.3% | +0.3% | 0.3 | 5,853 | +5,853 | 1 | — |
| ☆GSK funds › | GSK PLC SPONSORED ADR NEW | ADD | — | 0.2% | +0.0% | 0.2 | 5,451 | +196 | 1 | — |
| ☆GLW funds › | CORNING INC COM | NEW | — | 0.2% | +0.2% | 0.2 | 2,822 | +2,822 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC COM | NEW | — | 0.2% | +0.2% | 0.2 | 1,312 | +1,312 | 1 | — |
| ☆SHW funds › | SHERWIN-WILLIAMS CO COM | NEW | — | 0.2% | +0.2% | 0.2 | 605 | +605 | 1 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q3 | 102 | 67 | 0.11 | 33% | 0.022 | 0.117 | — | entered |
| 2025Q2 | 88 | 58 | 0.00 | 34% | 0.023 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status