Hutchinson Financial Advisors, INC
CIK 2078477 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $101.7M
- Posiciones
- 67
- A fecha de
- 30 de septiembre de 2025 Datos a fecha de Q3 2025
#8 328 de 9 443 por valor de 13F · top 88.2%
Valor de cartera interanual: +14.0% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 33,04%
- Peso de las 25 principales tenencias
- 64,80%
- Posiciones superiores al 1%
- 42
- Número efectivo de posiciones
- 45,6
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q3 2025: 3,77% Est. compras $10 803 225 · ventas $3 601 062
- Nuevas posiciones
- 9
- Aumentado
- 37
- Disminuido
- 13
- Cerrada
- 0
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
Desglose por sector
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%
Otro/No mapeado
26,3%
Cartera completa 67 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $4 921 561 | 4,84% | 9 502 | $280 228 | Subir ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3 803 300 | 3,74% | 15 645 | $1 060 280 | Subir ×1 | ||
| GLDM | $3 724 950 | 3,66% | 48 768 | $2 361 544 | Subir ×1 | ||
| BRKB | $3 538 787 | 3,48% | 7 039 | $711 120 | Subir ×1 | ||
| AAPL Apple Inc. - Common Stock | $3 295 421 | 3,24% | 12 942 | $689 967 | Subir ×1 | ||
| SPYM | $3 119 185 | 3,07% | 39 898 | $-265 698 | Bajar ×1 | ||
| BILS | $2 866 475 | 2,82% | 28 803 | $596 488 | Subir ×1 | ||
| V Visa Inc. | $2 860 082 | 2,81% | 8 378 | $15 776 | Subir ×1 | ||
| HON Honeywell International Inc. - Common Stock | $2 769 759 | 2,72% | 13 158 | $-136 816 | Subir ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2 711 909 | 2,67% | 12 351 | $111 918 | Subir ×1 | ||
| SPDW | $2 696 925 | 2,65% | 63 172 | $1 380 474 | Subir ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2 656 359 | 2,61% | 27 114 | $190 533 | Subir ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $2 607 631 | 2,56% | 23 932 | $481 488 | Subir ×1 | ||
| ORCL Oracle Corporation Common Stock | $2 473 506 | 2,43% | 8 795 | $199 535 | Bajar ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2 419 878 | 2,38% | 25 347 | $159 954 | Subir ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2 307 773 | 2,27% | 8 263 | $453 273 | Subir ×1 | ||
| ENB Enbridge Inc Common Stock | $2 141 523 | 2,10% | 42 434 | $-523 958 | Bajar ×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 | Subir ×1 | ||
| GD General Dynamics Corporation Common Stock | $2 005 080 | 1,97% | 5 880 | $323 368 | Subir ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1 882 569 | 1,85% | 3 839 | $-435 301 | Bajar ×1 | ||
| ULXXXX | $1 869 217 | 1,84% | 31 532 | $-18 673 | Subir ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1 727 926 | 1,70% | 5 478 | $176 618 | Subir ×1 | ||
| BAC Bank of America Corporation Common Stock | $1 688 644 | 1,66% | 32 732 | $141 233 | Subir ×1 | ||
| COP ConocoPhillips Common Stock | $1 587 031 | 1,56% | 16 778 | $93 668 | Subir ×1 | ||
| MA Mastercard Incorporated Common Stock | $1 567 640 | 1,54% | 2 756 | $-390 713 | Bajar ×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 | Subir ×1 | ||
| SPYG | $1 474 845 | 1,45% | 14 112 | $110 720 | Bajar ×1 | ||
| SPYV | $1 434 209 | 1,41% | 25 921 | $-166 767 | Bajar ×1 | ||
| DOV Dover Corporation Common Stock | $1 408 379 | 1,38% | 8 442 | Subir ×1 | |||
| RTX RTX Corporation Common Stock | $1 404 568 | 1,38% | 8 394 | $212 315 | Subir ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1 303 002 | 1,28% | 9 278 | $85 197 | Subir ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1 245 304 | 1,22% | 3 854 | $-211 740 | Subir ×1 | ||
| NVS Novartis AG Common Stock | $1 238 285 | 1,22% | 9 656 | $98 129 | Subir ×1 | ||
| BIL | $1 231 469 | 1,21% | 13 422 | Subir ×1 | |||
| BDX Becton, Dickinson and Company Common Stock | $1 135 186 | 1,12% | 6 065 | $111 504 | Subir ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1 063 635 | 1,05% | 4 329 | $58 953 | Subir ×1 | ||
| SNY Sanofi - American Depositary Shares | $1 058 979 | 1,04% | 22 436 | $-5 725 | Subir ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1 041 492 | 1,02% | 9 096 | $-227 502 | Bajar ×1 | ||
| SPYD | $1 012 484 | 1,00% | 23 150 | $-153 513 | Bajar ×1 | ||
| JAAA | $952 328 | 0,94% | 18 786 | $-99 720 | Bajar ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $852 626 | 0,84% | 2 684 | $35 980 | Subir ×1 | ||
| CRM Salesforce, Inc. Common Stock | $820 257 | 0,81% | 3 461 | $-364 036 | Bajar ×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 | Subir ×1 | ||
| VAL Valaris Limited Common Shares | $784 124 | 0,77% | 16 078 | $49 136 | Bajar ×1 | ||
| SPAB | $758 620 | 0,75% | 29 466 | $100 367 | Subir ×1 | ||
| ASHR | $755 440 | 0,74% | 22 906 | $124 609 | |||
| COR Cencora, Inc. Common Stock | $714 756 | 0,70% | 2 287 | $170 528 | Subir ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $708 728 | 0,70% | 2 379 | $40 038 | Subir ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $699 347 | 0,69% | 7 343 | $66 493 | Subir ×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 | Subir ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $475 752 | 0,47% | 3 690 | $-160 441 | |||
| SJNK | $399 027 | 0,39% | 15 645 | Subir ×1 | |||
| WFC Wells Fargo & Company Common Stock | $306 362 | 0,30% | 3 655 | $55 667 | Subir ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $287 895 | 0,28% | 4 341 | Subir ×1 | |||
| VKTX Viking Therapeutics, Inc. - Common Stock | $284 928 | 0,28% | 10 842 | Subir ×1 | |||
| VOO | $266 385 | 0,26% | 435 | $13 612 | Bajar ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $257 239 | 0,25% | 5 853 | Subir ×1 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $235 265 | 0,23% | 5 451 | $33 473 | Subir ×1 | ||
| GLW Corning Incorporated Common Stock | $231 489 | 0,23% | 2 822 | Subir ×1 | |||
| PM Philip Morris International Inc Common Stock | $212 806 | 0,21% | 1 312 | Subir ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $209 487 | 0,21% | 605 | Subir ×1 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
| Valor | Movimiento | Acciones Δ | Valor Δ |
|---|---|---|---|
| GLDM | Compró más | +28K | +$2.4M |
| SPDW | Compró más | +31K | +$1.4M |
| GOOGL | Compró más | +80 | +$1.1M |
| BRKB | Compró más | +1K | +$711K |
| AAPL | Compró más | +243 | +$690K |
| BILS | Compró más | +6K | +$596K |
| ENB | Reducido | -16K | -$524K |
| BK | Compró más | +596 | +$481K |
| TSM | Compró más | +75 | +$453K |
| CRWD | Reducido | -712 | -$435K |