Hutchinson Financial Advisors, INC

CIK 2078477 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$101.7M
13F 가치 기준 9,443개 중 #8,328위 · 상위 88.2%
포지션
67
기준일
2025년 9월 30일 Q3 2025 기준 데이터

포트폴리오 가치 분기별: +14.0% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
33.04%
상위 25개 보유 비중
64.80%
1% 초과 포지션
42
유효 포지션 수
45.6

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q3 2025: 3.77% 추정 매수 $10,803,225 · 매도 $3,601,062

신규 포지션
9
증가함
37
감소
13
종료
0
이 페이지에서

섹터별 비중

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%
기타/미분류
26.3%

전체 포트폴리오 67 포지션

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

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
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%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
GLDM 추가 매수 +28K +$2.4M
SPDW 추가 매수 +31K +$1.4M
GOOGL 추가 매수 +80 +$1.1M
BRKB 추가 매수 +1K +$711K
AAPL 추가 매수 +243 +$690K
BILS 추가 매수 +6K +$596K
ENB 축소함 -16K -$524K
BK 추가 매수 +596 +$481K
TSM 추가 매수 +75 +$453K
CRWD 축소함 -712 -$435K