HUTCHINSON CAPITAL MANAGEMENT/CA

CIK: 0001078246SEC EDGAR →

Portfolio Value

$583K

Holdings

98

As of

Q4 2025

New Positions

6

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

140,007$44K
7.51%
2

BERKSHIRE HATHAWAY INC DEL

72,346$36K
6.23%
3

MICROSOFT CORP

66,797$32K
5.54%
4

APPLE INC

118,780$32K
5.54%
5

BANK AMERICA CORP

551,814$30K
5.20%
6

PROGRESSIVE CORP

102,285$23K
3.99%
7

JACOBS SOLUTIONS INC

140,548$19K
3.19%
8

WATERS CORP

47,690$18K
3.11%
9

MARKEL GROUP INC

8,222$18K
3.03%
10

CAPITAL ONE FINL CORP

72,024$17K
2.99%

Quarterly Changes

Top Buys

AAPL↑ Increased
$30.2M
WRB↑ Increased
$18.0M
DUHP↑ Increased
$16.4M
VRSN↑ Increased
$15.9M
MTBA↑ Increased
$15.6M

Top Sells

GOOGL↓ Decreased
$34.0M
BAC↓ Decreased
$28.4M
PGR↓ Decreased
$25.2M
J↓ Decreased
$21.1M
ADBE↓ Decreased
$15.4M

New Positions (6)

$793 · 1K shares
$332 · 4K shares
$242 · 2K shares
$212 · 574 shares
$209 · 691 shares
$209 · 1K shares

Closed Positions (5)

$8.6M · 275K shares
$8.6M · 103K shares
$556K · 7K shares
$211K · 914 shares
$211K · 753 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services46$239K41.0%
Technology10$112K19.3%
Communication Services4$46K7.8%
Healthcare9$42K7.1%
Unknown3$38K6.6%
Industrials9$37K6.3%
Consumer Cyclical6$30K5.1%
Energy4$27K4.7%
Consumer Defensive6$12K2.0%
Utilities1$2860.0%