Hutchinson Financial Advisors, INC
CIK 2078477 · Ver em SEC EDGAR ↗
- Valor do portfólio
- $101.7M
- Posições
- 67
- Em
- 30 de Setembro de 2025 Dados em Q3 2025
#8.328 de 9.443 por valor 13F · top 88.2%
Valor do portfólio QoQ: +14.0% 13F não divulga caixa
- Peso das 10 principais posições
- 33,04%
- Peso das 25 principais posições
- 64,80%
- Posições acima de 1%
- 42
- Número efetivo de posições
- 45,6
Baseado apenas em participações de ações longas 13F (caixa, títulos, posições vendidas não divulgadas)
Giro Q3 2025: 3,77% Est. compras $10.803.225 · vendas $3.601.062
- Novas posições
- 9
- Aumentou
- 37
- Diminuído
- 13
- Fechado
- 0
Nesta página
- Distribuição setorial Como o portfólio se divide entre os setores de mercado.
- Portfólio Cada ação que esta instituição relata deter, de seu último 13F.
- Maiores novas apostas Posições novíssimas abertas no último trimestre.
- Principais movimentos Os maiores aumentos e diminuições de posições neste trimestre.
Distribuição setorial
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%
Outros/Não mapeado
26,3%
Portfólio completo 67 posições
| Tipo | Sequência | Tendência de 8T | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $4.921.561 | 4,84% | 9.502 | $280.228 | Alta ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.803.300 | 3,74% | 15.645 | $1.060.280 | Alta ×1 | ||
| GLDM | $3.724.950 | 3,66% | 48.768 | $2.361.544 | Alta ×1 | ||
| BRKB | $3.538.787 | 3,48% | 7.039 | $711.120 | Alta ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.295.421 | 3,24% | 12.942 | $689.967 | Alta ×1 | ||
| SPYM | $3.119.185 | 3,07% | 39.898 | $-265.698 | Baixa ×1 | ||
| BILS | $2.866.475 | 2,82% | 28.803 | $596.488 | Alta ×1 | ||
| V Visa Inc. | $2.860.082 | 2,81% | 8.378 | $15.776 | Alta ×1 | ||
| HON Honeywell International Inc. - Common Stock | $2.769.759 | 2,72% | 13.158 | $-136.816 | Alta ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.711.909 | 2,67% | 12.351 | $111.918 | Alta ×1 | ||
| SPDW | $2.696.925 | 2,65% | 63.172 | $1.380.474 | Alta ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2.656.359 | 2,61% | 27.114 | $190.533 | Alta ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $2.607.631 | 2,56% | 23.932 | $481.488 | Alta ×1 | ||
| ORCL Oracle Corporation Common Stock | $2.473.506 | 2,43% | 8.795 | $199.535 | Baixa ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2.419.878 | 2,38% | 25.347 | $159.954 | Alta ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2.307.773 | 2,27% | 8.263 | $453.273 | Alta ×1 | ||
| ENB Enbridge Inc Common Stock | $2.141.523 | 2,10% | 42.434 | $-523.958 | Baixa ×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 | Alta ×1 | ||
| GD General Dynamics Corporation Common Stock | $2.005.080 | 1,97% | 5.880 | $323.368 | Alta ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1.882.569 | 1,85% | 3.839 | $-435.301 | Baixa ×1 | ||
| ULXXXX | $1.869.217 | 1,84% | 31.532 | $-18.673 | Alta ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.727.926 | 1,70% | 5.478 | $176.618 | Alta ×1 | ||
| BAC Bank of America Corporation Common Stock | $1.688.644 | 1,66% | 32.732 | $141.233 | Alta ×1 | ||
| COP ConocoPhillips Common Stock | $1.587.031 | 1,56% | 16.778 | $93.668 | Alta ×1 | ||
| MA Mastercard Incorporated Common Stock | $1.567.640 | 1,54% | 2.756 | $-390.713 | Baixa ×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 | Alta ×1 | ||
| SPYG | $1.474.845 | 1,45% | 14.112 | $110.720 | Baixa ×1 | ||
| SPYV | $1.434.209 | 1,41% | 25.921 | $-166.767 | Baixa ×1 | ||
| DOV Dover Corporation Common Stock | $1.408.379 | 1,38% | 8.442 | Alta ×1 | |||
| RTX RTX Corporation Common Stock | $1.404.568 | 1,38% | 8.394 | $212.315 | Alta ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1.303.002 | 1,28% | 9.278 | $85.197 | Alta ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1.245.304 | 1,22% | 3.854 | $-211.740 | Alta ×1 | ||
| NVS Novartis AG Common Stock | $1.238.285 | 1,22% | 9.656 | $98.129 | Alta ×1 | ||
| BIL | $1.231.469 | 1,21% | 13.422 | Alta ×1 | |||
| BDX Becton, Dickinson and Company Common Stock | $1.135.186 | 1,12% | 6.065 | $111.504 | Alta ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1.063.635 | 1,05% | 4.329 | $58.953 | Alta ×1 | ||
| SNY Sanofi - American Depositary Shares | $1.058.979 | 1,04% | 22.436 | $-5.725 | Alta ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1.041.492 | 1,02% | 9.096 | $-227.502 | Baixa ×1 | ||
| SPYD | $1.012.484 | 1,00% | 23.150 | $-153.513 | Baixa ×1 | ||
| JAAA | $952.328 | 0,94% | 18.786 | $-99.720 | Baixa ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $852.626 | 0,84% | 2.684 | $35.980 | Alta ×1 | ||
| CRM Salesforce, Inc. Common Stock | $820.257 | 0,81% | 3.461 | $-364.036 | Baixa ×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 | Alta ×1 | ||
| VAL Valaris Limited Common Shares | $784.124 | 0,77% | 16.078 | $49.136 | Baixa ×1 | ||
| SPAB | $758.620 | 0,75% | 29.466 | $100.367 | Alta ×1 | ||
| ASHR | $755.440 | 0,74% | 22.906 | $124.609 | |||
| COR Cencora, Inc. Common Stock | $714.756 | 0,70% | 2.287 | $170.528 | Alta ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $708.728 | 0,70% | 2.379 | $40.038 | Alta ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $699.347 | 0,69% | 7.343 | $66.493 | Alta ×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 | Alta ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $475.752 | 0,47% | 3.690 | $-160.441 | |||
| SJNK | $399.027 | 0,39% | 15.645 | Alta ×1 | |||
| WFC Wells Fargo & Company Common Stock | $306.362 | 0,30% | 3.655 | $55.667 | Alta ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $287.895 | 0,28% | 4.341 | Alta ×1 | |||
| VKTX Viking Therapeutics, Inc. - Common Stock | $284.928 | 0,28% | 10.842 | Alta ×1 | |||
| VOO | $266.385 | 0,26% | 435 | $13.612 | Baixa ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $257.239 | 0,25% | 5.853 | Alta ×1 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $235.265 | 0,23% | 5.451 | $33.473 | Alta ×1 | ||
| GLW Corning Incorporated Common Stock | $231.489 | 0,23% | 2.822 | Alta ×1 | |||
| PM Philip Morris International Inc Common Stock | $212.806 | 0,21% | 1.312 | Alta ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $209.487 | 0,21% | 605 | Alta ×1 | |||
| Sem correspondências | |||||||
Maiores novas apostas
Novas posições abertas neste trimestre, maiores primeiro.
Maiores variações (QoQ)
| Título | Movimento | Ações Δ | Valor Δ |
|---|---|---|---|
| GLDM | Comprou mais | +28K | +$2.4M |
| SPDW | Comprou mais | +31K | +$1.4M |
| GOOGL | Comprou mais | +80 | +$1.1M |
| BRKB | Comprou mais | +1K | +$711K |
| AAPL | Comprou mais | +243 | +$690K |
| BILS | Comprou mais | +6K | +$596K |
| ENB | Reduziu | -16K | -$524K |
| BK | Comprou mais | +596 | +$481K |
| TSM | Comprou mais | +75 | +$453K |
| CRWD | Reduziu | -712 | -$435K |