Hutchinson Financial Advisors, INC
CIK 2078477 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $101.7M
- المراكز
- 67
- حتى تاريخ
- 30 سبتمبر، 2025 البيانات اعتبارًا من Q3 2025
#8328 من 9443 حسب قيمة 13F · أعلى 88.2%
قيمة المحفظة ربع سنويًا: +14.0% لا يكشف نموذج 13F عن النقد
- وزن أكبر 10 مقتنيات
- 33,04%
- وزن أكبر 25 مقتنية
- 64,80%
- المراكز فوق 1%
- 42
- العدد الفعلي للمراكز
- 45,6
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
دوران Q3 2025: 3,77% تقدير المشتريات $10803225 · المبيعات $3601062
- مراكز جديدة
- 9
- زيادة
- 37
- انخفض
- 13
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
18,7%
Industrials
10,3%
Financial Services
9,8%
Healthcare
8,7%
Communication Services
7,7%
Energy
6,5%
Financials
3,7%
Retail
2,7%
Consumer Staples
2,6%
Consumer Discretionary
2,1%
Materials
0,8%
Telecommunication
0,3%
أخرى/غير معينة
26,3%
المحفظة الكاملة 67 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $4921561 | 4,84% | 9502 | $280228 | صعود ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3803300 | 3,74% | 15645 | $1060280 | صعود ×1 | ||
| GLDM | $3724950 | 3,66% | 48768 | $2361544 | صعود ×1 | ||
| BRKB | $3538787 | 3,48% | 7039 | $711120 | صعود ×1 | ||
| AAPL Apple Inc. - Common Stock | $3295421 | 3,24% | 12942 | $689967 | صعود ×1 | ||
| SPYM | $3119185 | 3,07% | 39898 | $-265698 | هبوط ×1 | ||
| BILS | $2866475 | 2,82% | 28803 | $596488 | صعود ×1 | ||
| V Visa Inc. | $2860082 | 2,81% | 8378 | $15776 | صعود ×1 | ||
| HON Honeywell International Inc. - Common Stock | $2769759 | 2,72% | 13158 | $-136816 | صعود ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2711909 | 2,67% | 12351 | $111918 | صعود ×1 | ||
| SPDW | $2696925 | 2,65% | 63172 | $1380474 | صعود ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2656359 | 2,61% | 27114 | $190533 | صعود ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $2607631 | 2,56% | 23932 | $481488 | صعود ×1 | ||
| ORCL Oracle Corporation Common Stock | $2473506 | 2,43% | 8795 | $199535 | هبوط ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2419878 | 2,38% | 25347 | $159954 | صعود ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2307773 | 2,27% | 8263 | $453273 | صعود ×1 | ||
| ENB Enbridge Inc Common Stock | $2141523 | 2,10% | 42434 | $-523958 | هبوط ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $2127312 | 2,09% | 394 | $-153649 | |||
| XOM Exxon Mobil Corporation Common Stock | $2119531 | 2,08% | 18799 | $259496 | صعود ×1 | ||
| GD General Dynamics Corporation Common Stock | $2005080 | 1,97% | 5880 | $323368 | صعود ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1882569 | 1,85% | 3839 | $-435301 | هبوط ×1 | ||
| ULXXXX | $1869217 | 1,84% | 31532 | $-18673 | صعود ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1727926 | 1,70% | 5478 | $176618 | صعود ×1 | ||
| BAC Bank of America Corporation Common Stock | $1688644 | 1,66% | 32732 | $141233 | صعود ×1 | ||
| COP ConocoPhillips Common Stock | $1587031 | 1,56% | 16778 | $93668 | صعود ×1 | ||
| MA Mastercard Incorporated Common Stock | $1567640 | 1,54% | 2756 | $-390713 | هبوط ×1 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $1526358 | 1,50% | 8036 | $259965 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1509151 | 1,48% | 2055 | $-7624 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $1497697 | 1,47% | 47667 | $-180126 | صعود ×1 | ||
| SPYG | $1474845 | 1,45% | 14112 | $110720 | هبوط ×1 | ||
| SPYV | $1434209 | 1,41% | 25921 | $-166767 | هبوط ×1 | ||
| DOV Dover Corporation Common Stock | $1408379 | 1,38% | 8442 | صعود ×1 | |||
| RTX RTX Corporation Common Stock | $1404568 | 1,38% | 8394 | $212315 | صعود ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1303002 | 1,28% | 9278 | $85197 | صعود ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1245304 | 1,22% | 3854 | $-211740 | صعود ×1 | ||
| NVS Novartis AG Common Stock | $1238285 | 1,22% | 9656 | $98129 | صعود ×1 | ||
| BIL | $1231469 | 1,21% | 13422 | صعود ×1 | |||
| BDX Becton, Dickinson and Company Common Stock | $1135186 | 1,12% | 6065 | $111504 | صعود ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1063635 | 1,05% | 4329 | $58953 | صعود ×1 | ||
| SNY Sanofi - American Depositary Shares | $1058979 | 1,04% | 22436 | $-5725 | صعود ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1041492 | 1,02% | 9096 | $-227502 | هبوط ×1 | ||
| SPYD | $1012484 | 1,00% | 23150 | $-153513 | هبوط ×1 | ||
| JAAA | $952328 | 0,94% | 18786 | $-99720 | هبوط ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $852626 | 0,84% | 2684 | $35980 | صعود ×1 | ||
| CRM Salesforce, Inc. Common Stock | $820257 | 0,81% | 3461 | $-364036 | هبوط ×1 | ||
| ADBE Adobe Inc. - Common Stock | $816969 | 0,80% | 2316 | $-79045 | |||
| DEO Diageo plc Common Stock | $795218 | 0,78% | 8333 | $-28544 | صعود ×1 | ||
| VAL Valaris Limited Common Shares | $784124 | 0,77% | 16078 | $49136 | هبوط ×1 | ||
| SPAB | $758620 | 0,75% | 29466 | $100367 | صعود ×1 | ||
| ASHR | $755440 | 0,74% | 22906 | $124609 | |||
| COR Cencora, Inc. Common Stock | $714756 | 0,70% | 2287 | $170528 | صعود ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $708728 | 0,70% | 2379 | $40038 | صعود ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $699347 | 0,69% | 7343 | $66493 | صعود ×1 | ||
| URA | $645404 | 0,63% | 13539 | $119955 | |||
| ECL Ecolab Inc. Common Stock | $621114 | 0,61% | 2268 | $10024 | |||
| NVDA NVIDIA Corporation - Common Stock | $570002 | 0,56% | 3055 | $99982 | صعود ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $475752 | 0,47% | 3690 | $-160441 | |||
| SJNK | $399027 | 0,39% | 15645 | صعود ×1 | |||
| WFC Wells Fargo & Company Common Stock | $306362 | 0,30% | 3655 | $55667 | صعود ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $287895 | 0,28% | 4341 | صعود ×1 | |||
| VKTX Viking Therapeutics, Inc. - Common Stock | $284928 | 0,28% | 10842 | صعود ×1 | |||
| VOO | $266385 | 0,26% | 435 | $13612 | هبوط ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $257239 | 0,25% | 5853 | صعود ×1 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $235265 | 0,23% | 5451 | $33473 | صعود ×1 | ||
| GLW Corning Incorporated Common Stock | $231489 | 0,23% | 2822 | صعود ×1 | |||
| PM Philip Morris International Inc Common Stock | $212806 | 0,21% | 1312 | صعود ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $209487 | 0,21% | 605 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
أكبر التحركات (ربع سنوي)
| الأمان | الإجراء | الأسهم Δ | القيمة Δ |
|---|---|---|---|
| GLDM | تم الشراء أكثر | +28K | +$2.4M |
| SPDW | تم الشراء أكثر | +31K | +$1.4M |
| GOOGL | تم الشراء أكثر | +80 | +$1.1M |
| BRKB | تم الشراء أكثر | +1K | +$711K |
| AAPL | تم الشراء أكثر | +243 | +$690K |
| BILS | تم الشراء أكثر | +6K | +$596K |
| ENB | تقليص | -16K | -$524K |
| BK | تم الشراء أكثر | +596 | +$481K |
| TSM | تم الشراء أكثر | +75 | +$453K |
| CRWD | تقليص | -712 | -$435K |