Hutchinson Financial Advisors, INC

CIK 2078477 · View on SEC EDGAR ↗

Portfolio value
$101.7M
#8,328 of 9,443 by 13F value · top 88.2%
Positions
67
As of
Sept. 30, 2025 Data as of Q3 2025

Portfolio value QoQ: +14.0% 13F does not disclose cash

Top 10 holdings weight
33.04%
Top 25 holdings weight
64.80%
Positions above 1%
42
Effective number of positions
45.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q3 2025: 3.77% Est. buys $10,803,225 · sells $3,601,062

New positions
9
Increased
37
Decreased
13
Closed
0
On this page

Sector breakdown

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%
Other/Unmapped
26.3%

Full portfolio 67 positions

Type Streak 8Q trend
MSFT Microsoft Corporation - Common Stock $4,921,561 4.84% 9,502 $280,228 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $3,803,300 3.74% 15,645 $1,060,280 Up ×1
GLDM $3,724,950 3.66% 48,768 $2,361,544 Up ×1
BRKB $3,538,787 3.48% 7,039 $711,120 Up ×1
AAPL Apple Inc. - Common Stock $3,295,421 3.24% 12,942 $689,967 Up ×1
SPYM $3,119,185 3.07% 39,898 $-265,698 Down ×1
BILS $2,866,475 2.82% 28,803 $596,488 Up ×1
V Visa Inc. $2,860,082 2.81% 8,378 $15,776 Up ×1
HON Honeywell International Inc. - Common Stock $2,769,759 2.72% 13,158 $-136,816 Up ×1
AMZN Amazon.com, Inc. - Common Stock $2,711,909 2.67% 12,351 $111,918 Up ×1
SPDW $2,696,925 2.65% 63,172 $1,380,474 Up ×1
UBER Uber Technologies, Inc. Common Stock $2,656,359 2.61% 27,114 $190,533 Up ×1
BK The Bank of New York Mellon Corporation Common Stock $2,607,631 2.56% 23,932 $481,488 Up ×1
ORCL Oracle Corporation Common Stock $2,473,506 2.43% 8,795 $199,535 Down ×1
SCHW Charles Schwab Corporation (The) Common Stock $2,419,878 2.38% 25,347 $159,954 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $2,307,773 2.27% 8,263 $453,273 Up ×1
ENB Enbridge Inc Common Stock $2,141,523 2.10% 42,434 $-523,958 Down ×1
BKNG Booking Holdings Inc. - Common Stock $2,127,312 2.09% 394 $-153,649
XOM Exxon Mobil Corporation Common Stock $2,119,531 2.08% 18,799 $259,496 Up ×1
GD General Dynamics Corporation Common Stock $2,005,080 1.97% 5,880 $323,368 Up ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1,882,569 1.85% 3,839 $-435,301 Down ×1
ULXXXX $1,869,217 1.84% 31,532 $-18,673 Up ×1
JPM JP Morgan Chase & Co. Common Stock $1,727,926 1.70% 5,478 $176,618 Up ×1
BAC Bank of America Corporation Common Stock $1,688,644 1.66% 32,732 $141,233 Up ×1
COP ConocoPhillips Common Stock $1,587,031 1.56% 16,778 $93,668 Up ×1
MA Mastercard Incorporated Common Stock $1,567,640 1.54% 2,756 $-390,713 Down ×1
IQV IQVIA Holdings, Inc. Common Stock $1,526,358 1.50% 8,036 $259,965
META Meta Platforms, Inc. - Class A Common Stock $1,509,151 1.48% 2,055 $-7,624
CMCSA Comcast Corporation - Class A Common Stock $1,497,697 1.47% 47,667 $-180,126 Up ×1
SPYG $1,474,845 1.45% 14,112 $110,720 Down ×1
SPYV $1,434,209 1.41% 25,921 $-166,767 Down ×1
DOV Dover Corporation Common Stock $1,408,379 1.38% 8,442 Up ×1
RTX RTX Corporation Common Stock $1,404,568 1.38% 8,394 $212,315 Up ×1
PEP PepsiCo, Inc. - Common Stock $1,303,002 1.28% 9,278 $85,197 Up ×1
ELV Elevance Health, Inc. Common Stock $1,245,304 1.22% 3,854 $-211,740 Up ×1
NVS Novartis AG Common Stock $1,238,285 1.22% 9,656 $98,129 Up ×1
BIL $1,231,469 1.21% 13,422 Up ×1
BDX Becton, Dickinson and Company Common Stock $1,135,186 1.12% 6,065 $111,504 Up ×1
ADI Analog Devices, Inc. - Common Stock $1,063,635 1.05% 4,329 $58,953 Up ×1
SNY Sanofi - American Depositary Shares $1,058,979 1.04% 22,436 $-5,725 Up ×1
DIS Walt Disney Company (The) Common Stock $1,041,492 1.02% 9,096 $-227,502 Down ×1
SPYD $1,012,484 1.00% 23,150 $-153,513 Down ×1
JAAA $952,328 0.94% 18,786 $-99,720 Down ×1
ADSK Autodesk, Inc. - Common Stock $852,626 0.84% 2,684 $35,980 Up ×1
CRM Salesforce, Inc. Common Stock $820,257 0.81% 3,461 $-364,036 Down ×1
ADBE Adobe Inc. - Common Stock $816,969 0.80% 2,316 $-79,045
DEO Diageo plc Common Stock $795,218 0.78% 8,333 $-28,544 Up ×1
VAL Valaris Limited Common Shares $784,124 0.77% 16,078 $49,136 Down ×1
SPAB $758,620 0.75% 29,466 $100,367 Up ×1
ASHR $755,440 0.74% 22,906 $124,609
COR Cencora, Inc. Common Stock $714,756 0.70% 2,287 $170,528 Up ×1
VEEV Veeva Systems Inc. Class A Common Stock $708,728 0.70% 2,379 $40,038 Up ×1
MDT Medtronic plc. Ordinary Shares $699,347 0.69% 7,343 $66,493 Up ×1
URA $645,404 0.63% 13,539 $119,955
ECL Ecolab Inc. Common Stock $621,114 0.61% 2,268 $10,024
NVDA NVIDIA Corporation - Common Stock $570,002 0.56% 3,055 $99,982 Up ×1
FISV Fiserv, Inc. - Common Stock $475,752 0.47% 3,690 $-160,441
SJNK $399,027 0.39% 15,645 Up ×1
WFC Wells Fargo & Company Common Stock $306,362 0.30% 3,655 $55,667 Up ×1
KO Coca-Cola Company (The) Common Stock $287,895 0.28% 4,341 Up ×1
VKTX Viking Therapeutics, Inc. - Common Stock $284,928 0.28% 10,842 Up ×1
VOO $266,385 0.26% 435 $13,612 Down ×1
VZ Verizon Communications Inc. Common Stock $257,239 0.25% 5,853 Up ×1
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $235,265 0.23% 5,451 $33,473 Up ×1
GLW Corning Incorporated Common Stock $231,489 0.23% 2,822 Up ×1
PM Philip Morris International Inc Common Stock $212,806 0.21% 1,312 Up ×1
SHW Sherwin-Williams Company (The) Common Stock $209,487 0.21% 605 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
DOV $1,408,379 8,442 1.38%
BIL $1,231,469 13,422 1.21%
SJNK $399,027 15,645 0.39%
KO $287,895 4,341 0.28%
VKTX $284,928 10,842 0.28%
VZ $257,239 5,853 0.25%
GLW $231,489 2,822 0.23%
PM $212,806 1,312 0.21%
SHW $209,487 605 0.21%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GLDM Bought more +28K +$2.4M
SPDW Bought more +31K +$1.4M
GOOGL Bought more +80 +$1.1M
BRKB Bought more +1K +$711K
AAPL Bought more +243 +$690K
BILS Bought more +6K +$596K
ENB Trimmed -16K -$524K
BK Bought more +596 +$481K
TSM Bought more +75 +$453K
CRWD Trimmed -712 -$435K