Filed: 2/10/2025ACC: 0001078246-25-000001
📋 What this filing means
HUTCHINSON CAPITAL MANAGEMENT/CA filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $529.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$529.96M
Total AUM (reported)
5.47M
Total Shares
Allocation by class
COM$355.24M67.0%
CL B NEW$33.71M6.4%
CAP STK CL A$27.79M5.2%
ADR$15.11M2.9%
US HIGH PROFITAB$14.30M2.7%
SHS CLASS A$12.79M2.4%
SPON ADR NEW$12.71M2.4%
Portfolio Concentration
Top 3$93.98M17.7%
4–10$146.77M27.7%
11–25$199.68M37.7%
Rest$89.53M16.9%
Top 3 weight
17.7%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 5.47M
Sole
Full voting authority
5.42M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
47.88K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings93
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares74.36K
TypeSH
Market value$33.71M
6.36%
Sole
73.82K
Shared
0.00
None
544.00
APPLE INC
SOLEShares122.31K
TypeSH
Market value$30.63M
5.78%
Sole
120.48K
Shared
0.00
None
1.83K
MICROSOFT CORP
SOLEShares70.33K
TypeSH
Market value$29.64M
5.59%
Sole
69.40K
Shared
0.00
None
926.00
ALPHABET INC
SOLEShares146.79K
TypeSH
Market value$27.79M
5.24%
Sole
145.26K
Shared
0.00
None
1.53K
PROGRESSIVE CORP
SOLEShares102.46K
TypeSH
Market value$24.55M
4.63%
Sole
101.63K
Shared
0.00
None
833.00
BANK AMERICA CORP
SOLEShares528.88K
TypeSH
Market value$23.24M
4.39%
Sole
524.77K
Shared
0.00
None
4.11K
JACOBS SOLUTIONS INC
SOLEShares147.64K
TypeSH
Market value$19.73M
3.72%
Sole
146.58K
Shared
0.00
None
1.06K
WATERS CORP
SOLEShares49.83K
TypeSH
Market value$18.48M
3.49%
Sole
49.46K
Shared
0.00
None
367.00
UNITEDHEALTH GROUP INC
SOLEShares33.50K
TypeSH
Market value$16.95M
3.20%
Sole
33.20K
Shared
0.00
None
298.00
BURKE HERBERT FINL SVCS CORP
SOLEShares257.08K
TypeSH
Market value$16.03M
3.03%
Sole
257.08K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares77.11K
TypeSH
Market value$15.96M
3.01%
Sole
76.53K
Shared
0.00
None
579.00
STARBUCKS CORP
SOLEShares165.71K
TypeSH
Market value$15.12M
2.85%
Sole
164.50K
Shared
0.00
None
1.21K
NOVO-NORDISK A S
SOLEShares175.65K
TypeSH
Market value$15.11M
2.85%
Sole
174.52K
Shared
0.00
None
1.13K
EXXON MOBIL CORP
SOLEShares138.33K
TypeSH
Market value$14.88M
2.81%
Sole
137.04K
Shared
0.00
None
1.28K
MARKEL GROUP INC
SOLEShares8.54K
TypeSH
Market value$14.73M
2.78%
Sole
8.47K
Shared
0.00
None
62.00
AMAZON COM INC
SOLEShares66.36K
TypeSH
Market value$14.56M
2.75%
Sole
65.46K
Shared
0.00
None
896.00
BERKLEY W R CORP
SOLEShares244.46K
TypeSH
Market value$14.31M
2.70%
Sole
242.72K
Shared
0.00
None
1.74K
DIMENSIONAL ETF TRUST
SOLEShares423.27K
TypeSH
Market value$14.30M
2.70%
Sole
420.44K
Shared
0.00
None
2.83K
CAPITAL ONE FINL CORP
SOLEShares74.70K
TypeSH
Market value$13.32M
2.51%
Sole
74.02K
Shared
0.00
None
674.00
ACCENTURE PLC IRELAND
SOLEShares36.34K
TypeSH
Market value$12.79M
2.41%
Sole
36.04K
Shared
0.00
None
305.00
CARMAX INC
SOLEShares156.26K
TypeSH
Market value$12.78M
2.41%
Sole
155.17K
Shared
0.00
None
1.09K
DIAGEO PLC
SOLEShares99.99K
TypeSH
Market value$12.71M
2.40%
Sole
99.52K
Shared
0.00
None
471.00
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares108.62K
TypeSH
Market value$10.60M
2.00%
Sole
107.84K
Shared
0.00
None
775.00
ROBERT HALF INC.
SOLEShares148.17K
TypeSH
Market value$10.44M
1.97%
Sole
147.03K
Shared
0.00
None
1.14K
DIMENSIONAL ETF TRUST
SOLEShares199.70K
TypeSH
Market value$8.09M
1.53%
Sole
189.08K
Shared
0.00
None
10.62K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 74.36K | SH | $33.71M 6.36% | 73.82K | 0.00 | 544.00 |
APPLE INCSOLE | COM | 122.31K | SH | $30.63M 5.78% | 120.48K | 0.00 | 1.83K |
MICROSOFT CORPSOLE | COM | 70.33K | SH | $29.64M 5.59% | 69.40K | 0.00 | 926.00 |
ALPHABET INCSOLE | CAP STK CL A | 146.79K | SH | $27.79M 5.24% | 145.26K | 0.00 | 1.53K |
PROGRESSIVE CORPSOLE | COM | 102.46K | SH | $24.55M 4.63% | 101.63K | 0.00 | 833.00 |
BANK AMERICA CORPSOLE | COM | 528.88K | SH | $23.24M 4.39% | 524.77K | 0.00 | 4.11K |
JACOBS SOLUTIONS INCSOLE | COM | 147.64K | SH | $19.73M 3.72% | 146.58K | 0.00 | 1.06K |
WATERS CORPSOLE | COM | 49.83K | SH | $18.48M 3.49% | 49.46K | 0.00 | 367.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 33.50K | SH | $16.95M 3.20% | 33.20K | 0.00 | 298.00 |
BURKE HERBERT FINL SVCS CORPSOLE | COM | 257.08K | SH | $16.03M 3.03% | 257.08K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 77.11K | SH | $15.96M 3.01% | 76.53K | 0.00 | 579.00 |
STARBUCKS CORPSOLE | COM | 165.71K | SH | $15.12M 2.85% | 164.50K | 0.00 | 1.21K |
NOVO-NORDISK A SSOLE | ADR | 175.65K | SH | $15.11M 2.85% | 174.52K | 0.00 | 1.13K |
EXXON MOBIL CORPSOLE | COM | 138.33K | SH | $14.88M 2.81% | 137.04K | 0.00 | 1.28K |
MARKEL GROUP INCSOLE | COM | 8.54K | SH | $14.73M 2.78% | 8.47K | 0.00 | 62.00 |
AMAZON COM INCSOLE | COM | 66.36K | SH | $14.56M 2.75% | 65.46K | 0.00 | 896.00 |
BERKLEY W R CORPSOLE | COM | 244.46K | SH | $14.31M 2.70% | 242.72K | 0.00 | 1.74K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 423.27K | SH | $14.30M 2.70% | 420.44K | 0.00 | 2.83K |
CAPITAL ONE FINL CORPSOLE | COM | 74.70K | SH | $13.32M 2.51% | 74.02K | 0.00 | 674.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 36.34K | SH | $12.79M 2.41% | 36.04K | 0.00 | 305.00 |
CARMAX INCSOLE | COM | 156.26K | SH | $12.78M 2.41% | 155.17K | 0.00 | 1.09K |
DIAGEO PLCSOLE | SPON ADR NEW | 99.99K | SH | $12.71M 2.40% | 99.52K | 0.00 | 471.00 |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 108.62K | SH | $10.60M 2.00% | 107.84K | 0.00 | 775.00 |
ROBERT HALF INC.SOLE | COM | 148.17K | SH | $10.44M 1.97% | 147.03K | 0.00 | 1.14K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 199.70K | SH | $8.09M 1.53% | 189.08K | 0.00 | 10.62K |
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