HUTCHINSON CAPITAL MANAGEMENT/CA 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HC HUTCHINSON CAPITAL MANAGEMENT/CA | Institutional Filer | ▼ 6.72% | $544.1M | 97 |
Current Portfolio Holdings
Showing all 97 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 72K | $34.3M | 6.31% |
| 2 | GOOGL | Alphabet Inc. | Technology | 110K | $31.5M | 5.79% |
| 3 | AAPL | Apple Inc. | Technology | 117K | $29.7M | 5.46% |
| 4 | MSFT | Microsoft Corporation | Technology | 70K | $25.9M | 4.75% |
| 5 | XOM | Exxon Mobil Corporation | Energy | 129K | $21.8M | 4.01% |
| 6 | BAC | Bank of America Corporation | Financial Services | 428K | $20.8M | 3.83% |
| 7 | PGR | The Progressive Corporation | Financial Services | 101K | $20.1M | 3.70% |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 380K | $18.8M | 3.45% |
| 9 | J | Jacobs Solutions Inc. | Technology | 138K | $17.5M | 3.22% |
| 10 | DUHP | DIMENSIONAL ETF TRUST | — | 448K | $16.5M | 3.03% |
| 11 | BHRB | Burke & Herbert Financial Services Corp. | Financial Services | 258K | $16.1M | 2.95% |
| 12 | MKL | Markel Corporation | Financial Services | 8K | $15.6M | 2.87% |
| 13 | WRB | W. R. Berkley Corporation | Financial Services | 233K | $15.4M | 2.84% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 74K | $15.4M | 2.83% |
| 15 | HUBB | Hubbell Incorporated | Industrials | 31K | $15.1M | 2.78% |
Showing 1 to 15 of 97 holdings