Hutchinson Financial Advisors, INC

CIK 2078477 · SEC EDGAR'da Görüntüle ↗

Portföy Değeri
$101.7M
13F değerine göre 9.443 içinde 8.328. · en iyi 88.2%
Pozisyonlar
67
Tarih itibarıyla
30 Eylül 2025 Q3 2025 itibarıyla veriler

Portföy değeri ÇÇ: +14.0% 13F nakit açıklamaz

En iyi 10 pozisyon ağırlığı
33,04%
En iyi 25 pozisyon ağırlığı
64,80%
%1'in üzerindeki pozisyonlar
42
Etkin pozisyon sayısı
45,6

Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)

Ciro Q3 2025: 3,77% Tahmini alışlar $10.803.225 · satışlar $3.601.062

Yeni pozisyonlar
9
Artırıldı
37
Azaldı
13
Kapalı
0
Bu sayfada

Sektör dağılımı

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%
Diğer/Eşleştirilemeyen
26,3%

Tam portföy 67 pozisyonlar

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

En büyük yeni yatırımlar

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul Kıymet Değer Hisse senetleri % portföyün
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%

En çok hareket edenler (Çeyrekten Çeyreğe)

Menkul Kıymet Eylem Hisse Δ Değer Δ
GLDM Daha fazla aldı +28K +$2.4M
SPDW Daha fazla aldı +31K +$1.4M
GOOGL Daha fazla aldı +80 +$1.1M
BRKB Daha fazla aldı +1K +$711K
AAPL Daha fazla aldı +243 +$690K
BILS Daha fazla aldı +6K +$596K
ENB Azaltıldı -16K -$524K
BK Daha fazla aldı +596 +$481K
TSM Daha fazla aldı +75 +$453K
CRWD Azaltıldı -712 -$435K