HUTCHINSON CAPITAL MANAGEMENT/CA

PrivateCIK: 1078246

Location

SAN RAFAEL, CA

108

Positions

$583.67M

Total AUM (reported)

5.65M

Total Shares

Allocation by class

COM$342.10M58.6%

CL B NEW$35.83M6.1%

CAP STK CL A$31.73M5.4%

CL A$20.14M3.5%

MBS ETF$19.72M3.4%

US HIGH PROF ETF$18.84M3.2%

US CORE EQT MKT$15.61M2.7%

Portfolio Concentration

Top 3$102.47M17.6%

4–10$142.49M24.4%

11–25$206.83M35.4%

Rest$131.88M22.6%

Top 3 weight

17.6%

Top 10 weight

42.0%

Voting Authority Distribution

Total shares with voting rights: 5.65M

Sole

Full voting authority

5.53M

% of voting shares97.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

118.31K

% of voting shares2.1%

Investment Discretion (by position count)

Sole108

Shared0

Other0

Dominant voting typeSole · 97.9% of voting shares

Institutional Holdings108

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares71.61K

TypeSH

Market value$35.83M

6.14%

Sole

71.06K

Shared

0.00

None

546.00

APPLE INC

SOLE

COM

Shares120.62K

TypeSH

Market value$34.90M

5.98%

Sole

118.70K

Shared

0.00

None

1.92K

ALPHABET INC

SOLE

CAP STK CL A

Shares88.79K

TypeSH

Market value$31.73M

5.44%

Sole

87.69K

Shared

0.00

None

1.10K

MICROSOFT CORP

SOLE

COM

Shares70.41K

TypeSH

Market value$26.27M

4.50%

Sole

69.24K

Shared

0.00

None

1.18K

PROGRESSIVE CORP

SOLE

COM

Shares100.92K

TypeSH

Market value$22.05M

3.78%

Sole

100.08K

Shared

0.00

None

834.00

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MBS ETF

Shares401.94K

TypeSH

Market value$19.72M

3.38%

Sole

389.18K

Shared

0.00

None

12.76K

EXXON MOBIL CORP

SOLE

COM

Shares139.82K

TypeSH

Market value$19.12M

3.28%

Sole

138.29K

Shared

0.00

None

1.53K

DIMENSIONAL ETF TRUST

SOLE

US HIGH PROF ETF

Shares451.55K

TypeSH

Market value$18.84M

3.23%

Sole

447.22K

Shared

0.00

None

4.32K

BURKE HERBERT FINL SVCS CORP

SOLE

COM

Shares259.08K

TypeSH

Market value$18.62M

3.19%

Sole

259.08K

Shared

0.00

None

0.00

JACOBS SOLUTIONS INC

SOLE

COM

Shares141.91K

TypeSH

Market value$17.88M

3.06%

Sole

140.84K

Shared

0.00

None

1.07K

AMAZON COM INC

SOLE

COM

Shares73.89K

TypeSH

Market value$17.61M

3.02%

Sole

72.65K

Shared

0.00

None

1.24K

WATERS CORP

SOLE

COM

Shares46.38K

TypeSH

Market value$17.39M

2.98%

Sole

46.04K

Shared

0.00

None

343.00

BROADCOM INC

SOLE

COM

Shares43.44K

TypeSH

Market value$16.41M

2.81%

Sole

42.88K

Shared

0.00

None

564.00

BERKLEY W R CORP

SOLE

COM

Shares231.88K

TypeSH

Market value$16.35M

2.80%

Sole

230.22K

Shared

0.00

None

1.66K

BANK OF AMER CORP

SOLE

COM

Shares285.95K

TypeSH

Market value$16.29M

2.79%

Sole

283.73K

Shared

0.00

None

2.23K

HUBBELL INC

SOLE

COM

Shares30.75K

TypeSH

Market value$16.09M

2.76%

Sole

30.51K

Shared

0.00

None

233.00

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares301.93K

TypeSH

Market value$15.61M

2.67%

Sole

291.81K

Shared

0.00

None

10.11K

VALERO ENERGY CORP

SOLE

COM

Shares54.59K

TypeSH

Market value$14.22M

2.44%

Sole

54.15K

Shared

0.00

None

438.00

VERISIGN INC

SOLE

COM

Shares55.56K

TypeSH

Market value$13.98M

2.39%

Sole

55.13K

Shared

0.00

None

427.00

MASTERCARD INCORPORATED

SOLE

CL A

Shares23.43K

TypeSH

Market value$12.03M

2.06%

Sole

23.16K

Shared

0.00

None

272.00

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares282.05K

TypeSH

Market value$11.63M

1.99%

Sole

268.86K

Shared

0.00

None

13.18K

MARKEL GROUP INC

SOLE

COM

Shares5.48K

TypeSH

Market value$10.71M

1.83%

Sole

5.44K

Shared

0.00

None

40.00

ADOBE INC

SOLE

COM

Shares51.89K

TypeSH

Market value$10.64M

1.82%

Sole

51.52K

Shared

0.00

None

361.00

NOVO-NORDISK A S

SOLE

ADR

Shares187.99K

TypeSH

Market value$9.01M

1.54%

Sole

186.56K

Shared

0.00

None

1.42K

CAPITAL ONE FINL CORP

SOLE

COM

Shares44.14K

TypeSH

Market value$8.86M

1.52%

Sole

43.78K

Shared

0.00

None

363.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	71.61K	SH	$35.83M 6.14%	71.06K	546.00
APPLE INCSOLE	COM	120.62K	SH	$34.90M 5.98%	118.70K	1.92K
ALPHABET INCSOLE	CAP STK CL A	88.79K	SH	$31.73M 5.44%	87.69K	1.10K
MICROSOFT CORPSOLE	COM	70.41K	SH	$26.27M 4.50%	69.24K	1.18K
PROGRESSIVE CORPSOLE	COM	100.92K	SH	$22.05M 3.78%	100.08K	834.00
SIMPLIFY EXCHANGE TRADED FUNSOLE	MBS ETF	401.94K	SH	$19.72M 3.38%	389.18K	12.76K
EXXON MOBIL CORPSOLE	COM	139.82K	SH	$19.12M 3.28%	138.29K	1.53K
DIMENSIONAL ETF TRUSTSOLE	US HIGH PROF ETF	451.55K	SH	$18.84M 3.23%	447.22K	4.32K
BURKE HERBERT FINL SVCS CORPSOLE	COM	259.08K	SH	$18.62M 3.19%	259.08K	0.00
JACOBS SOLUTIONS INCSOLE	COM	141.91K	SH	$17.88M 3.06%	140.84K	1.07K
AMAZON COM INCSOLE	COM	73.89K	SH	$17.61M 3.02%	72.65K	1.24K
WATERS CORPSOLE	COM	46.38K	SH	$17.39M 2.98%	46.04K	343.00
BROADCOM INCSOLE	COM	43.44K	SH	$16.41M 2.81%	42.88K	564.00
BERKLEY W R CORPSOLE	COM	231.88K	SH	$16.35M 2.80%	230.22K	1.66K
BANK OF AMER CORPSOLE	COM	285.95K	SH	$16.29M 2.79%	283.73K	2.23K
HUBBELL INCSOLE	COM	30.75K	SH	$16.09M 2.76%	30.51K	233.00
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	301.93K	SH	$15.61M 2.67%	291.81K	10.11K
VALERO ENERGY CORPSOLE	COM	54.59K	SH	$14.22M 2.44%	54.15K	438.00
VERISIGN INCSOLE	COM	55.56K	SH	$13.98M 2.39%	55.13K	427.00
MASTERCARD INCORPORATEDSOLE	CL A	23.43K	SH	$12.03M 2.06%	23.16K	272.00
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	282.05K	SH	$11.63M 1.99%	268.86K	13.18K
MARKEL GROUP INCSOLE	COM	5.48K	SH	$10.71M 1.83%	5.44K	40.00
ADOBE INCSOLE	COM	51.89K	SH	$10.64M 1.82%	51.52K	361.00
NOVO-NORDISK A SSOLE	ADR	187.99K	SH	$9.01M 1.54%	186.56K	1.42K
CAPITAL ONE FINL CORPSOLE	COM	44.14K	SH	$8.86M 1.52%	43.78K	363.00

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