Hutchinson Financial Advisors, INC
CIK 2078477 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $101.7M
- ポジション
- 67
- 時点
- 2025年9月30日 Q3 2025時点のデータ
13F価値別で9,443件中 #8,328 位 · 88.2% トップ
ポートフォリオ価値 前期比: +14.0% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 33.04%
- 上位25銘柄のウェイト
- 64.80%
- 1%超のポジション
- 42
- 実効ポジション数
- 45.6
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q3 2025: 3.77% 推定買付額 $10,803,225 · 推定売付額 $3,601,062
- 新規ポジション
- 9
- 増加
- 37
- 減少
- 13
- クローズ
- 0
このページについて
セクター別内訳
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%
その他/マッピングなし
26.3%
ポートフォリオ全体 67 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $4,921,561 | 4.84% | 9,502 | $280,228 | 上昇 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,803,300 | 3.74% | 15,645 | $1,060,280 | 上昇 ×1 | ||
| GLDM | $3,724,950 | 3.66% | 48,768 | $2,361,544 | 上昇 ×1 | ||
| BRKB | $3,538,787 | 3.48% | 7,039 | $711,120 | 上昇 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3,295,421 | 3.24% | 12,942 | $689,967 | 上昇 ×1 | ||
| SPYM | $3,119,185 | 3.07% | 39,898 | $-265,698 | 下落 ×1 | ||
| BILS | $2,866,475 | 2.82% | 28,803 | $596,488 | 上昇 ×1 | ||
| V Visa Inc. | $2,860,082 | 2.81% | 8,378 | $15,776 | 上昇 ×1 | ||
| HON Honeywell International Inc. - Common Stock | $2,769,759 | 2.72% | 13,158 | $-136,816 | 上昇 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,711,909 | 2.67% | 12,351 | $111,918 | 上昇 ×1 | ||
| SPDW | $2,696,925 | 2.65% | 63,172 | $1,380,474 | 上昇 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2,656,359 | 2.61% | 27,114 | $190,533 | 上昇 ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $2,607,631 | 2.56% | 23,932 | $481,488 | 上昇 ×1 | ||
| ORCL Oracle Corporation Common Stock | $2,473,506 | 2.43% | 8,795 | $199,535 | 下落 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2,419,878 | 2.38% | 25,347 | $159,954 | 上昇 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2,307,773 | 2.27% | 8,263 | $453,273 | 上昇 ×1 | ||
| ENB Enbridge Inc Common Stock | $2,141,523 | 2.10% | 42,434 | $-523,958 | 下落 ×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 | 上昇 ×1 | ||
| GD General Dynamics Corporation Common Stock | $2,005,080 | 1.97% | 5,880 | $323,368 | 上昇 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1,882,569 | 1.85% | 3,839 | $-435,301 | 下落 ×1 | ||
| ULXXXX | $1,869,217 | 1.84% | 31,532 | $-18,673 | 上昇 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,727,926 | 1.70% | 5,478 | $176,618 | 上昇 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1,688,644 | 1.66% | 32,732 | $141,233 | 上昇 ×1 | ||
| COP ConocoPhillips Common Stock | $1,587,031 | 1.56% | 16,778 | $93,668 | 上昇 ×1 | ||
| MA Mastercard Incorporated Common Stock | $1,567,640 | 1.54% | 2,756 | $-390,713 | 下落 ×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 | 上昇 ×1 | ||
| SPYG | $1,474,845 | 1.45% | 14,112 | $110,720 | 下落 ×1 | ||
| SPYV | $1,434,209 | 1.41% | 25,921 | $-166,767 | 下落 ×1 | ||
| DOV Dover Corporation Common Stock | $1,408,379 | 1.38% | 8,442 | 上昇 ×1 | |||
| RTX RTX Corporation Common Stock | $1,404,568 | 1.38% | 8,394 | $212,315 | 上昇 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1,303,002 | 1.28% | 9,278 | $85,197 | 上昇 ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1,245,304 | 1.22% | 3,854 | $-211,740 | 上昇 ×1 | ||
| NVS Novartis AG Common Stock | $1,238,285 | 1.22% | 9,656 | $98,129 | 上昇 ×1 | ||
| BIL | $1,231,469 | 1.21% | 13,422 | 上昇 ×1 | |||
| BDX Becton, Dickinson and Company Common Stock | $1,135,186 | 1.12% | 6,065 | $111,504 | 上昇 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1,063,635 | 1.05% | 4,329 | $58,953 | 上昇 ×1 | ||
| SNY Sanofi - American Depositary Shares | $1,058,979 | 1.04% | 22,436 | $-5,725 | 上昇 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1,041,492 | 1.02% | 9,096 | $-227,502 | 下落 ×1 | ||
| SPYD | $1,012,484 | 1.00% | 23,150 | $-153,513 | 下落 ×1 | ||
| JAAA | $952,328 | 0.94% | 18,786 | $-99,720 | 下落 ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $852,626 | 0.84% | 2,684 | $35,980 | 上昇 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $820,257 | 0.81% | 3,461 | $-364,036 | 下落 ×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 | 上昇 ×1 | ||
| VAL Valaris Limited Common Shares | $784,124 | 0.77% | 16,078 | $49,136 | 下落 ×1 | ||
| SPAB | $758,620 | 0.75% | 29,466 | $100,367 | 上昇 ×1 | ||
| ASHR | $755,440 | 0.74% | 22,906 | $124,609 | |||
| COR Cencora, Inc. Common Stock | $714,756 | 0.70% | 2,287 | $170,528 | 上昇 ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $708,728 | 0.70% | 2,379 | $40,038 | 上昇 ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $699,347 | 0.69% | 7,343 | $66,493 | 上昇 ×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 | 上昇 ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $475,752 | 0.47% | 3,690 | $-160,441 | |||
| SJNK | $399,027 | 0.39% | 15,645 | 上昇 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $306,362 | 0.30% | 3,655 | $55,667 | 上昇 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $287,895 | 0.28% | 4,341 | 上昇 ×1 | |||
| VKTX Viking Therapeutics, Inc. - Common Stock | $284,928 | 0.28% | 10,842 | 上昇 ×1 | |||
| VOO | $266,385 | 0.26% | 435 | $13,612 | 下落 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $257,239 | 0.25% | 5,853 | 上昇 ×1 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $235,265 | 0.23% | 5,451 | $33,473 | 上昇 ×1 | ||
| GLW Corning Incorporated Common Stock | $231,489 | 0.23% | 2,822 | 上昇 ×1 | |||
| PM Philip Morris International Inc Common Stock | $212,806 | 0.21% | 1,312 | 上昇 ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $209,487 | 0.21% | 605 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。