Hutchinson Financial Advisors, INC

CIK 2078477 · Visualizza su SEC EDGAR ↗

Valore del portafoglio
$101.7M
#8.328 di 9.443 per valore 13F · top 88.2%
Posizioni
67
Aggiornato al
30 Settembre 2025 Dati aggiornati al Q3 2025

Valore portafoglio QoQ: +14.0% Il 13F non rivela la liquidità

Peso dei primi 10 titoli
33,04%
Peso dei primi 25 titoli
64,80%
Posizioni superiori all'1%
42
Numero effettivo di posizioni
45,6

Basato solo su partecipazioni azionarie long 13F (liquidità, obbligazioni, short non divulgati)

Rotazione Q3 2025: 3,77% Acquisti stimati $10.803.225 · vendite $3.601.062

Nuove posizioni
9
Aumentato
37
Diminuito
13
Chiuso
0
Su questa pagina

Suddivisione settoriale

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%
Altro/Non mappato
26,3%

Portafoglio completo 67 posizioni

Tipo Sequenza Tendenza 8 trim.
MSFT Microsoft Corporation - Common Stock $4.921.561 4,84% 9.502 $280.228 Su ×1
GOOGL Alphabet Inc. - Class A Common Stock $3.803.300 3,74% 15.645 $1.060.280 Su ×1
GLDM $3.724.950 3,66% 48.768 $2.361.544 Su ×1
BRKB $3.538.787 3,48% 7.039 $711.120 Su ×1
AAPL Apple Inc. - Common Stock $3.295.421 3,24% 12.942 $689.967 Su ×1
SPYM $3.119.185 3,07% 39.898 $-265.698 Giù ×1
BILS $2.866.475 2,82% 28.803 $596.488 Su ×1
V Visa Inc. $2.860.082 2,81% 8.378 $15.776 Su ×1
HON Honeywell International Inc. - Common Stock $2.769.759 2,72% 13.158 $-136.816 Su ×1
AMZN Amazon.com, Inc. - Common Stock $2.711.909 2,67% 12.351 $111.918 Su ×1
SPDW $2.696.925 2,65% 63.172 $1.380.474 Su ×1
UBER Uber Technologies, Inc. Common Stock $2.656.359 2,61% 27.114 $190.533 Su ×1
BK The Bank of New York Mellon Corporation Common Stock $2.607.631 2,56% 23.932 $481.488 Su ×1
ORCL Oracle Corporation Common Stock $2.473.506 2,43% 8.795 $199.535 Giù ×1
SCHW Charles Schwab Corporation (The) Common Stock $2.419.878 2,38% 25.347 $159.954 Su ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $2.307.773 2,27% 8.263 $453.273 Su ×1
ENB Enbridge Inc Common Stock $2.141.523 2,10% 42.434 $-523.958 Giù ×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 Su ×1
GD General Dynamics Corporation Common Stock $2.005.080 1,97% 5.880 $323.368 Su ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1.882.569 1,85% 3.839 $-435.301 Giù ×1
ULXXXX $1.869.217 1,84% 31.532 $-18.673 Su ×1
JPM JP Morgan Chase & Co. Common Stock $1.727.926 1,70% 5.478 $176.618 Su ×1
BAC Bank of America Corporation Common Stock $1.688.644 1,66% 32.732 $141.233 Su ×1
COP ConocoPhillips Common Stock $1.587.031 1,56% 16.778 $93.668 Su ×1
MA Mastercard Incorporated Common Stock $1.567.640 1,54% 2.756 $-390.713 Giù ×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 Su ×1
SPYG $1.474.845 1,45% 14.112 $110.720 Giù ×1
SPYV $1.434.209 1,41% 25.921 $-166.767 Giù ×1
DOV Dover Corporation Common Stock $1.408.379 1,38% 8.442 Su ×1
RTX RTX Corporation Common Stock $1.404.568 1,38% 8.394 $212.315 Su ×1
PEP PepsiCo, Inc. - Common Stock $1.303.002 1,28% 9.278 $85.197 Su ×1
ELV Elevance Health, Inc. Common Stock $1.245.304 1,22% 3.854 $-211.740 Su ×1
NVS Novartis AG Common Stock $1.238.285 1,22% 9.656 $98.129 Su ×1
BIL $1.231.469 1,21% 13.422 Su ×1
BDX Becton, Dickinson and Company Common Stock $1.135.186 1,12% 6.065 $111.504 Su ×1
ADI Analog Devices, Inc. - Common Stock $1.063.635 1,05% 4.329 $58.953 Su ×1
SNY Sanofi - American Depositary Shares $1.058.979 1,04% 22.436 $-5.725 Su ×1
DIS Walt Disney Company (The) Common Stock $1.041.492 1,02% 9.096 $-227.502 Giù ×1
SPYD $1.012.484 1,00% 23.150 $-153.513 Giù ×1
JAAA $952.328 0,94% 18.786 $-99.720 Giù ×1
ADSK Autodesk, Inc. - Common Stock $852.626 0,84% 2.684 $35.980 Su ×1
CRM Salesforce, Inc. Common Stock $820.257 0,81% 3.461 $-364.036 Giù ×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 Su ×1
VAL Valaris Limited Common Shares $784.124 0,77% 16.078 $49.136 Giù ×1
SPAB $758.620 0,75% 29.466 $100.367 Su ×1
ASHR $755.440 0,74% 22.906 $124.609
COR Cencora, Inc. Common Stock $714.756 0,70% 2.287 $170.528 Su ×1
VEEV Veeva Systems Inc. Class A Common Stock $708.728 0,70% 2.379 $40.038 Su ×1
MDT Medtronic plc. Ordinary Shares $699.347 0,69% 7.343 $66.493 Su ×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 Su ×1
FISV Fiserv, Inc. - Common Stock $475.752 0,47% 3.690 $-160.441
SJNK $399.027 0,39% 15.645 Su ×1
WFC Wells Fargo & Company Common Stock $306.362 0,30% 3.655 $55.667 Su ×1
KO Coca-Cola Company (The) Common Stock $287.895 0,28% 4.341 Su ×1
VKTX Viking Therapeutics, Inc. - Common Stock $284.928 0,28% 10.842 Su ×1
VOO $266.385 0,26% 435 $13.612 Giù ×1
VZ Verizon Communications Inc. Common Stock $257.239 0,25% 5.853 Su ×1
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $235.265 0,23% 5.451 $33.473 Su ×1
GLW Corning Incorporated Common Stock $231.489 0,23% 2.822 Su ×1
PM Philip Morris International Inc Common Stock $212.806 0,21% 1.312 Su ×1
SHW Sherwin-Williams Company (The) Common Stock $209.487 0,21% 605 Su ×1

Le maggiori nuove scommesse

Nuove posizioni aperte questo trimestre, dalla più grande.

Titolo Valore Azioni % del portafoglio
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%

Principali variazioni (QoQ)

Titolo Movimento Azioni Δ Valore Δ
GLDM Acquistato di più +28K +$2.4M
SPDW Acquistato di più +31K +$1.4M
GOOGL Acquistato di più +80 +$1.1M
BRKB Acquistato di più +1K +$711K
AAPL Acquistato di più +243 +$690K
BILS Acquistato di più +6K +$596K
ENB Ridotto -16K -$524K
BK Acquistato di più +596 +$481K
TSM Acquistato di più +75 +$453K
CRWD Ridotto -712 -$435K