Filed: 5/12/2025ACC: 0001078246-25-000003
๐ What this filing means
HUTCHINSON CAPITAL MANAGEMENT/CA filed this quarterly 13FโHR report disclosing 92 equity positions with a total reported market value of $524.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
92
Positions
$524.15M
Total AUM (reported)
5.51M
Total Shares
Allocation by class
COM$346.88M66.2%
CL B NEW$39.07M7.5%
CAP STK CL A$22.41M4.3%
US HIGH PROFITAB$13.87M2.6%
ADR$12.98M2.5%
SHS CLASS A$11.25M2.1%
SPON ADR NEW$10.47M2.0%
Portfolio Concentration
Top 3$94.66M18.1%
4โ10$141.46M27.0%
11โ25$194.16M37.0%
Rest$93.86M17.9%
Top 3 weight
18.1%
Top 10 weight
45.0%
Voting Authority Distribution
Total shares with voting rights: 5.51M
Sole
Full voting authority
5.47M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
48.24K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole92
Shared0
Other0
Dominant voting typeSole ยท 99.1% of voting shares
Institutional Holdings92
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.36K
TypeSH
Market value$39.07M
7.45%
Sole
72.89K
Shared
0.00
None
471.00
PROGRESSIVE CORP
SOLEShares101.40K
TypeSH
Market value$28.70M
5.48%
Sole
100.67K
Shared
0.00
None
729.00
APPLE INC
SOLEShares121.07K
TypeSH
Market value$26.89M
5.13%
Sole
119.31K
Shared
0.00
None
1.76K
MICROSOFT CORP
SOLEShares68.77K
TypeSH
Market value$25.81M
4.92%
Sole
67.92K
Shared
0.00
None
849.00
ALPHABET INC
SOLEShares144.89K
TypeSH
Market value$22.41M
4.27%
Sole
143.45K
Shared
0.00
None
1.45K
BANK AMERICA CORP
SOLEShares523.70K
TypeSH
Market value$21.85M
4.17%
Sole
520.14K
Shared
0.00
None
3.56K
VERISIGN INC
SOLEShares72.96K
TypeSH
Market value$18.52M
3.53%
Sole
72.44K
Shared
0.00
None
521.00
WATERS CORP
SOLEShares49.18K
TypeSH
Market value$18.13M
3.46%
Sole
48.84K
Shared
0.00
None
339.00
JACOBS SOLUTIONS INC
SOLEShares145.41K
TypeSH
Market value$17.58M
3.35%
Sole
144.51K
Shared
0.00
None
900.00
BERKLEY W R CORP
SOLEShares241.21K
TypeSH
Market value$17.16M
3.27%
Sole
239.60K
Shared
0.00
None
1.61K
ADOBE INC
SOLEShares44.71K
TypeSH
Market value$17.15M
3.27%
Sole
44.39K
Shared
0.00
None
322.00
EXXON MOBIL CORP
SOLEShares137.28K
TypeSH
Market value$16.33M
3.11%
Sole
136.06K
Shared
0.00
None
1.22K
STARBUCKS CORP
SOLEShares164.16K
TypeSH
Market value$16.10M
3.07%
Sole
162.95K
Shared
0.00
None
1.21K
MARKEL GROUP INC
SOLEShares8.45K
TypeSH
Market value$15.80M
3.01%
Sole
8.40K
Shared
0.00
None
55.00
BURKE HERBERT FINL SVCS CORP
SOLEShares257.08K
TypeSH
Market value$14.42M
2.75%
Sole
257.08K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares418.51K
TypeSH
Market value$13.87M
2.65%
Sole
415.68K
Shared
0.00
None
2.83K
CAPITAL ONE FINL CORP
SOLEShares73.81K
TypeSH
Market value$13.23M
2.52%
Sole
73.23K
Shared
0.00
None
573.00
NOVO-NORDISK A S
SOLEShares186.87K
TypeSH
Market value$12.98M
2.48%
Sole
185.68K
Shared
0.00
None
1.19K
AMAZON COM INC
SOLEShares65.62K
TypeSH
Market value$12.49M
2.38%
Sole
64.70K
Shared
0.00
None
921.00
CARMAX INC
SOLEShares152.16K
TypeSH
Market value$11.86M
2.26%
Sole
151.21K
Shared
0.00
None
959.00
ACCENTURE PLC IRELAND
SOLEShares36.07K
TypeSH
Market value$11.25M
2.15%
Sole
35.77K
Shared
0.00
None
300.00
DIAGEO PLC
SOLEShares99.90K
TypeSH
Market value$10.47M
2.00%
Sole
99.23K
Shared
0.00
None
667.00
ALEXANDRIA REAL ESTATE EQ IN
SOLEShares108.08K
TypeSH
Market value$10.00M
1.91%
Sole
107.38K
Shared
0.00
None
700.00
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares196.05K
TypeSH
Market value$9.83M
1.88%
Sole
195.05K
Shared
0.00
None
1K
COMCAST CORP NEW
SOLEShares227.33K
TypeSH
Market value$8.39M
1.60%
Sole
225.41K
Shared
0.00
None
1.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.36K | SH | $39.07M 7.45% | 72.89K | 0.00 | 471.00 |
PROGRESSIVE CORPSOLE | COM | 101.40K | SH | $28.70M 5.48% | 100.67K | 0.00 | 729.00 |
APPLE INCSOLE | COM | 121.07K | SH | $26.89M 5.13% | 119.31K | 0.00 | 1.76K |
MICROSOFT CORPSOLE | COM | 68.77K | SH | $25.81M 4.92% | 67.92K | 0.00 | 849.00 |
ALPHABET INCSOLE | CAP STK CL A | 144.89K | SH | $22.41M 4.27% | 143.45K | 0.00 | 1.45K |
BANK AMERICA CORPSOLE | COM | 523.70K | SH | $21.85M 4.17% | 520.14K | 0.00 | 3.56K |
VERISIGN INCSOLE | COM | 72.96K | SH | $18.52M 3.53% | 72.44K | 0.00 | 521.00 |
WATERS CORPSOLE | COM | 49.18K | SH | $18.13M 3.46% | 48.84K | 0.00 | 339.00 |
JACOBS SOLUTIONS INCSOLE | COM | 145.41K | SH | $17.58M 3.35% | 144.51K | 0.00 | 900.00 |
BERKLEY W R CORPSOLE | COM | 241.21K | SH | $17.16M 3.27% | 239.60K | 0.00 | 1.61K |
ADOBE INCSOLE | COM | 44.71K | SH | $17.15M 3.27% | 44.39K | 0.00 | 322.00 |
EXXON MOBIL CORPSOLE | COM | 137.28K | SH | $16.33M 3.11% | 136.06K | 0.00 | 1.22K |
STARBUCKS CORPSOLE | COM | 164.16K | SH | $16.10M 3.07% | 162.95K | 0.00 | 1.21K |
MARKEL GROUP INCSOLE | COM | 8.45K | SH | $15.80M 3.01% | 8.40K | 0.00 | 55.00 |
BURKE HERBERT FINL SVCS CORPSOLE | COM | 257.08K | SH | $14.42M 2.75% | 257.08K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 418.51K | SH | $13.87M 2.65% | 415.68K | 0.00 | 2.83K |
CAPITAL ONE FINL CORPSOLE | COM | 73.81K | SH | $13.23M 2.52% | 73.23K | 0.00 | 573.00 |
NOVO-NORDISK A SSOLE | ADR | 186.87K | SH | $12.98M 2.48% | 185.68K | 0.00 | 1.19K |
AMAZON COM INCSOLE | COM | 65.62K | SH | $12.49M 2.38% | 64.70K | 0.00 | 921.00 |
CARMAX INCSOLE | COM | 152.16K | SH | $11.86M 2.26% | 151.21K | 0.00 | 959.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 36.07K | SH | $11.25M 2.15% | 35.77K | 0.00 | 300.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 99.90K | SH | $10.47M 2.00% | 99.23K | 0.00 | 667.00 |
ALEXANDRIA REAL ESTATE EQ INSOLE | COM | 108.08K | SH | $10.00M 1.91% | 107.38K | 0.00 | 700.00 |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 196.05K | SH | $9.83M 1.88% | 195.05K | 0.00 | 1K |
COMCAST CORP NEWSOLE | CL A | 227.33K | SH | $8.39M 1.60% | 225.41K | 0.00 | 1.92K |
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