Filed: 8/4/2025ACC: 0001214659-25-011444
📋 What this filing means
HUTCHINSON FINANCIAL ADVISORS, INC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $88.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$88.02M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$47.54M54.0%
CL A$8.21M9.3%
PORTFOLIO S&P500$3.38M3.8%
COM CL A$2.84M3.2%
CL B NEW$2.83M3.2%
CAP STK CL A$2.74M3.1%
SPON ADR NEW$2.71M3.1%
Portfolio Concentration
Top 3$10.93M12.4%
4–10$18.75M21.3%
11–25$29.15M33.1%
Rest$29.19M33.2%
Top 3 weight
12.4%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.08M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
COMCAST CORP NEW CL A
SOLEShares9.33K
TypeSH
Market value$4.64M
5.27%
Sole
0.00
Shared
0.00
None
9.33K
SPDR SER TR PORTFOLIO S&P 500 ETF
SOLEShares46.57K
TypeSH
Market value$3.38M
3.85%
Sole
0.00
Shared
0.00
None
46.57K
HONEYWELL INTL INC COM
SOLEShares12.48K
TypeSH
Market value$2.91M
3.30%
Sole
0.00
Shared
0.00
None
12.48K
VISA INC COM CL A
SOLEShares8.01K
TypeSH
Market value$2.84M
3.23%
Sole
0.00
Shared
0.00
None
8.01K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares5.82K
TypeSH
Market value$2.83M
3.21%
Sole
0.00
Shared
0.00
None
5.82K
ALPHABET INC CL A
SOLEShares15.56K
TypeSH
Market value$2.74M
3.12%
Sole
0.00
Shared
0.00
None
15.56K
ENBRIDGE INC COM ISIN#CA29250N1050
SOLEShares58.89K
TypeSH
Market value$2.67M
3.03%
Sole
0.00
Shared
0.00
None
58.89K
APPLE INC COM
SOLEShares12.70K
TypeSH
Market value$2.61M
2.96%
Sole
0.00
Shared
0.00
None
12.70K
AMAZON COM INC COM
SOLEShares11.85K
TypeSH
Market value$2.60M
2.95%
Sole
0.00
Shared
0.00
None
11.85K
UBER TECHNOLOGIES INC COM
SOLEShares26.43K
TypeSH
Market value$2.47M
2.80%
Sole
0.00
Shared
0.00
None
26.43K
CROWDSTRIKE HLDGS INC CL A
SOLEShares4.55K
TypeSH
Market value$2.32M
2.63%
Sole
0.00
Shared
0.00
None
4.55K
BOOKING HLDGS INC COM
SOLEShares394.00
TypeSH
Market value$2.28M
2.59%
Sole
0.00
Shared
0.00
None
394.00
ORACLE CORP COM
SOLEShares10.40K
TypeSH
Market value$2.27M
2.58%
Sole
0.00
Shared
0.00
None
10.40K
SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF
SOLEShares22.83K
TypeSH
Market value$2.27M
2.58%
Sole
0.00
Shared
0.00
None
22.83K
SCHWAB CHARLES CORP NEW COM
SOLEShares24.77K
TypeSH
Market value$2.26M
2.57%
Sole
0.00
Shared
0.00
None
24.77K
BANK NEW YORK MELLON CORP COM
SOLEShares23.34K
TypeSH
Market value$2.13M
2.42%
Sole
0.00
Shared
0.00
None
23.34K
MASTERCARD INC CL A
SOLEShares3.58K
TypeSH
Market value$1.96M
2.22%
Sole
0.00
Shared
0.00
None
3.58K
UNILEVER PLC SPON ADR NEW ISIN#US9047677045
SOLEShares30.86K
TypeSH
Market value$1.89M
2.14%
Sole
0.00
Shared
0.00
None
30.86K
EXXON MOBIL CORP COM
SOLEShares17.25K
TypeSH
Market value$1.86M
2.11%
Sole
0.00
Shared
0.00
None
17.25K
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003
SOLEShares8.19K
TypeSH
Market value$1.85M
2.11%
Sole
0.00
Shared
0.00
None
8.19K
GENERAL DYNAMICS CORP COM
SOLEShares5.77K
TypeSH
Market value$1.68M
1.91%
Sole
0.00
Shared
0.00
None
5.77K
COMCAST CORP NEW CL A
SOLEShares47.01K
TypeSH
Market value$1.68M
1.91%
Sole
0.00
Shared
0.00
None
47.01K
SPDR SER TR S&P 500 VALUE ETF
SOLEShares30.59K
TypeSH
Market value$1.60M
1.82%
Sole
0.00
Shared
0.00
None
30.59K
JPMORGAN CHASE & CO COM
SOLEShares5.35K
TypeSH
Market value$1.55M
1.76%
Sole
0.00
Shared
0.00
None
5.35K
BANK AMER CORP COM
SOLEShares32.70K
TypeSH
Market value$1.55M
1.76%
Sole
0.00
Shared
0.00
None
32.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COMCAST CORP NEW CL ASOLE | COM | 9.33K | SH | $4.64M 5.27% | 0.00 | 0.00 | 9.33K |
SPDR SER TR PORTFOLIO S&P 500 ETFSOLE | PORTFOLIO S&P500 | 46.57K | SH | $3.38M 3.85% | 0.00 | 0.00 | 46.57K |
HONEYWELL INTL INC COMSOLE | COM | 12.48K | SH | $2.91M 3.30% | 0.00 | 0.00 | 12.48K |
VISA INC COM CL ASOLE | COM CL A | 8.01K | SH | $2.84M 3.23% | 0.00 | 0.00 | 8.01K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 5.82K | SH | $2.83M 3.21% | 0.00 | 0.00 | 5.82K |
ALPHABET INC CL ASOLE | CAP STK CL A | 15.56K | SH | $2.74M 3.12% | 0.00 | 0.00 | 15.56K |
ENBRIDGE INC COM ISIN#CA29250N1050SOLE | COM | 58.89K | SH | $2.67M 3.03% | 0.00 | 0.00 | 58.89K |
APPLE INC COMSOLE | COM | 12.70K | SH | $2.61M 2.96% | 0.00 | 0.00 | 12.70K |
AMAZON COM INC COMSOLE | COM | 11.85K | SH | $2.60M 2.95% | 0.00 | 0.00 | 11.85K |
UBER TECHNOLOGIES INC COMSOLE | COM | 26.43K | SH | $2.47M 2.80% | 0.00 | 0.00 | 26.43K |
CROWDSTRIKE HLDGS INC CL ASOLE | CL A | 4.55K | SH | $2.32M 2.63% | 0.00 | 0.00 | 4.55K |
BOOKING HLDGS INC COMSOLE | COM | 394.00 | SH | $2.28M 2.59% | 0.00 | 0.00 | 394.00 |
ORACLE CORP COMSOLE | COM | 10.40K | SH | $2.27M 2.58% | 0.00 | 0.00 | 10.40K |
SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETFSOLE | BLOOMBERG 3-12 M | 22.83K | SH | $2.27M 2.58% | 0.00 | 0.00 | 22.83K |
SCHWAB CHARLES CORP NEW COMSOLE | COM | 24.77K | SH | $2.26M 2.57% | 0.00 | 0.00 | 24.77K |
BANK NEW YORK MELLON CORP COMSOLE | COM | 23.34K | SH | $2.13M 2.42% | 0.00 | 0.00 | 23.34K |
MASTERCARD INC CL ASOLE | CL A | 3.58K | SH | $1.96M 2.22% | 0.00 | 0.00 | 3.58K |
UNILEVER PLC SPON ADR NEW ISIN#US9047677045SOLE | SPON ADR NEW | 30.86K | SH | $1.89M 2.14% | 0.00 | 0.00 | 30.86K |
EXXON MOBIL CORP COMSOLE | COM | 17.25K | SH | $1.86M 2.11% | 0.00 | 0.00 | 17.25K |
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003SOLE | SPONSORED ADS | 8.19K | SH | $1.85M 2.11% | 0.00 | 0.00 | 8.19K |
GENERAL DYNAMICS CORP COMSOLE | COM | 5.77K | SH | $1.68M 1.91% | 0.00 | 0.00 | 5.77K |
COMCAST CORP NEW CL ASOLE | CL A | 47.01K | SH | $1.68M 1.91% | 0.00 | 0.00 | 47.01K |
SPDR SER TR S&P 500 VALUE ETFSOLE | PRTFLO S&P500 VL | 30.59K | SH | $1.60M 1.82% | 0.00 | 0.00 | 30.59K |
JPMORGAN CHASE & CO COMSOLE | COM | 5.35K | SH | $1.55M 1.76% | 0.00 | 0.00 | 5.35K |
BANK AMER CORP COMSOLE | COM | 32.70K | SH | $1.55M 1.76% | 0.00 | 0.00 | 32.70K |
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