Filed: 10/14/2025ACC: 0001214659-25-014907
📋 What this filing means
HUTCHINSON FINANCIAL ADVISORS, INC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $101.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$101.74M
Total AUM (reported)
919.19K
Total Shares
Allocation by class
COM$50.36M49.5%
CL A$7.24M7.1%
SPONSORED ADR$6.22M6.1%
CAP STK CL A$3.80M3.7%
SPDR GLD MINIS$3.72M3.7%
CL B NEW$3.54M3.5%
PORTFOLIO S&P500$3.12M3.1%
Portfolio Concentration
Top 3$12.45M12.2%
4–10$21.16M20.8%
11–25$32.31M31.8%
Rest$35.81M35.2%
Top 3 weight
12.2%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 919.19K
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
919.19K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
MICROSOFT CORP COM
SOLEShares9.50K
TypeSH
Market value$4.92M
4.84%
Sole
0.00
Shared
0.00
None
9.50K
ALPHABET INC CL A
SOLEShares15.64K
TypeSH
Market value$3.80M
3.74%
Sole
0.00
Shared
0.00
None
15.64K
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW
SOLEShares48.77K
TypeSH
Market value$3.72M
3.66%
Sole
0.00
Shared
0.00
None
48.77K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares7.04K
TypeSH
Market value$3.54M
3.48%
Sole
0.00
Shared
0.00
None
7.04K
APPLE INC COM
SOLEShares12.94K
TypeSH
Market value$3.30M
3.24%
Sole
0.00
Shared
0.00
None
12.94K
SPDR SER TR PORTFOLIO S&P 500 ETF
SOLEShares39.90K
TypeSH
Market value$3.12M
3.07%
Sole
0.00
Shared
0.00
None
39.90K
SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF
SOLEShares28.80K
TypeSH
Market value$2.87M
2.82%
Sole
0.00
Shared
0.00
None
28.80K
VISA INC COM CL A
SOLEShares8.38K
TypeSH
Market value$2.86M
2.81%
Sole
0.00
Shared
0.00
None
8.38K
HONEYWELL INTL INC COM
SOLEShares13.16K
TypeSH
Market value$2.77M
2.72%
Sole
0.00
Shared
0.00
None
13.16K
AMAZON COM INC COM
SOLEShares12.35K
TypeSH
Market value$2.71M
2.67%
Sole
0.00
Shared
0.00
None
12.35K
SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF
SOLEShares63.17K
TypeSH
Market value$2.70M
2.65%
Sole
0.00
Shared
0.00
None
63.17K
UBER TECHNOLOGIES INC COM
SOLEShares27.11K
TypeSH
Market value$2.66M
2.61%
Sole
0.00
Shared
0.00
None
27.11K
BANK NEW YORK MELLON CORP COM
SOLEShares23.93K
TypeSH
Market value$2.61M
2.56%
Sole
0.00
Shared
0.00
None
23.93K
ORACLE CORP COM
SOLEShares8.79K
TypeSH
Market value$2.47M
2.43%
Sole
0.00
Shared
0.00
None
8.79K
SCHWAB CHARLES CORP NEW COM
SOLEShares25.35K
TypeSH
Market value$2.42M
2.38%
Sole
0.00
Shared
0.00
None
25.35K
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003
SOLEShares8.26K
TypeSH
Market value$2.31M
2.27%
Sole
0.00
Shared
0.00
None
8.26K
ENBRIDGE INC COM ISIN#CA29250N1050
SOLEShares42.43K
TypeSH
Market value$2.14M
2.10%
Sole
0.00
Shared
0.00
None
42.43K
BOOKING HLDGS INC COM
SOLEShares394.00
TypeSH
Market value$2.13M
2.09%
Sole
0.00
Shared
0.00
None
394.00
EXXON MOBIL CORP COM
SOLEShares18.80K
TypeSH
Market value$2.12M
2.08%
Sole
0.00
Shared
0.00
None
18.80K
GENERAL DYNAMICS CORP COM
SOLEShares5.88K
TypeSH
Market value$2.01M
1.97%
Sole
0.00
Shared
0.00
None
5.88K
CROWDSTRIKE HLDGS INC CL A
SOLEShares3.84K
TypeSH
Market value$1.88M
1.85%
Sole
0.00
Shared
0.00
None
3.84K
UNILEVER PLC SPON ADR NEW ISIN#US9047677045
SOLEShares31.53K
TypeSH
Market value$1.87M
1.84%
Sole
0.00
Shared
0.00
None
31.53K
JPMORGAN CHASE & CO COM
SOLEShares5.48K
TypeSH
Market value$1.73M
1.70%
Sole
0.00
Shared
0.00
None
5.48K
BANK AMER CORP COM
SOLEShares32.73K
TypeSH
Market value$1.69M
1.66%
Sole
0.00
Shared
0.00
None
32.73K
CONOCOPHILLIPS COM
SOLEShares16.78K
TypeSH
Market value$1.59M
1.56%
Sole
0.00
Shared
0.00
None
16.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | SPONSORED ADR | 9.50K | SH | $4.92M 4.84% | 0.00 | 0.00 | 9.50K |
ALPHABET INC CL ASOLE | CAP STK CL A | 15.64K | SH | $3.80M 3.74% | 0.00 | 0.00 | 15.64K |
WORLD GOLD TR SPDR GOLD MINISHARES TR NEWSOLE | SPDR GLD MINIS | 48.77K | SH | $3.72M 3.66% | 0.00 | 0.00 | 48.77K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 7.04K | SH | $3.54M 3.48% | 0.00 | 0.00 | 7.04K |
APPLE INC COMSOLE | COM | 12.94K | SH | $3.30M 3.24% | 0.00 | 0.00 | 12.94K |
SPDR SER TR PORTFOLIO S&P 500 ETFSOLE | PORTFOLIO S&P500 | 39.90K | SH | $3.12M 3.07% | 0.00 | 0.00 | 39.90K |
SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETFSOLE | BLOOMBERG 3-12 M | 28.80K | SH | $2.87M 2.82% | 0.00 | 0.00 | 28.80K |
VISA INC COM CL ASOLE | COM CL A | 8.38K | SH | $2.86M 2.81% | 0.00 | 0.00 | 8.38K |
HONEYWELL INTL INC COMSOLE | COM | 13.16K | SH | $2.77M 2.72% | 0.00 | 0.00 | 13.16K |
AMAZON COM INC COMSOLE | COM | 12.35K | SH | $2.71M 2.67% | 0.00 | 0.00 | 12.35K |
SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETFSOLE | PORTFOLIO DEVLPD | 63.17K | SH | $2.70M 2.65% | 0.00 | 0.00 | 63.17K |
UBER TECHNOLOGIES INC COMSOLE | COM | 27.11K | SH | $2.66M 2.61% | 0.00 | 0.00 | 27.11K |
BANK NEW YORK MELLON CORP COMSOLE | COM | 23.93K | SH | $2.61M 2.56% | 0.00 | 0.00 | 23.93K |
ORACLE CORP COMSOLE | COM | 8.79K | SH | $2.47M 2.43% | 0.00 | 0.00 | 8.79K |
SCHWAB CHARLES CORP NEW COMSOLE | COM | 25.35K | SH | $2.42M 2.38% | 0.00 | 0.00 | 25.35K |
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003SOLE | SPONSORED ADS | 8.26K | SH | $2.31M 2.27% | 0.00 | 0.00 | 8.26K |
ENBRIDGE INC COM ISIN#CA29250N1050SOLE | COM | 42.43K | SH | $2.14M 2.10% | 0.00 | 0.00 | 42.43K |
BOOKING HLDGS INC COMSOLE | COM | 394.00 | SH | $2.13M 2.09% | 0.00 | 0.00 | 394.00 |
EXXON MOBIL CORP COMSOLE | COM | 18.80K | SH | $2.12M 2.08% | 0.00 | 0.00 | 18.80K |
GENERAL DYNAMICS CORP COMSOLE | COM | 5.88K | SH | $2.01M 1.97% | 0.00 | 0.00 | 5.88K |
CROWDSTRIKE HLDGS INC CL ASOLE | CL A | 3.84K | SH | $1.88M 1.85% | 0.00 | 0.00 | 3.84K |
UNILEVER PLC SPON ADR NEW ISIN#US9047677045SOLE | SPON ADR NEW | 31.53K | SH | $1.87M 1.84% | 0.00 | 0.00 | 31.53K |
JPMORGAN CHASE & CO COMSOLE | COM | 5.48K | SH | $1.73M 1.70% | 0.00 | 0.00 | 5.48K |
BANK AMER CORP COMSOLE | COM | 32.73K | SH | $1.69M 1.66% | 0.00 | 0.00 | 32.73K |
CONOCOPHILLIPS COMSOLE | COM | 16.78K | SH | $1.59M 1.56% | 0.00 | 0.00 | 16.78K |
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