Hutchinson Financial Advisors, INC
CIK 2078477 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $101.7M
- 持仓
- 67
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 8328（共 9443） · 前 88.2%
投资组合价值同比（季度）：+14.0% 13F不披露现金
- 前十大持仓权重
- 33.04%
- 前二十五大持仓权重
- 64.80%
- 持仓高于 1%
- 42
- 有效持仓数量
- 45.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q3 2025: 3.77% 估计买入 $10803225 · 卖出 $3601062
- 新仓位
- 9
- 增加
- 37
- 减少
- 13
- 已结清
- 0
行业细分
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%
其他/未映射
26.3%
完整投资组合 67 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $4921561 | 4.84% | 9502 | $280228 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3803300 | 3.74% | 15645 | $1060280 | 上涨 ×1 | ||
| GLDM | $3724950 | 3.66% | 48768 | $2361544 | 上涨 ×1 | ||
| BRKB | $3538787 | 3.48% | 7039 | $711120 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3295421 | 3.24% | 12942 | $689967 | 上涨 ×1 | ||
| SPYM | $3119185 | 3.07% | 39898 | $-265698 | 下跌 ×1 | ||
| BILS | $2866475 | 2.82% | 28803 | $596488 | 上涨 ×1 | ||
| V Visa Inc. | $2860082 | 2.81% | 8378 | $15776 | 上涨 ×1 | ||
| HON Honeywell International Inc. - Common Stock | $2769759 | 2.72% | 13158 | $-136816 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2711909 | 2.67% | 12351 | $111918 | 上涨 ×1 | ||
| SPDW | $2696925 | 2.65% | 63172 | $1380474 | 上涨 ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2656359 | 2.61% | 27114 | $190533 | 上涨 ×1 | ||
| BK The Bank of New York Mellon Corporation Common Stock | $2607631 | 2.56% | 23932 | $481488 | 上涨 ×1 | ||
| ORCL Oracle Corporation Common Stock | $2473506 | 2.43% | 8795 | $199535 | 下跌 ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2419878 | 2.38% | 25347 | $159954 | 上涨 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2307773 | 2.27% | 8263 | $453273 | 上涨 ×1 | ||
| ENB Enbridge Inc Common Stock | $2141523 | 2.10% | 42434 | $-523958 | 下跌 ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $2127312 | 2.09% | 394 | $-153649 | |||
| XOM Exxon Mobil Corporation Common Stock | $2119531 | 2.08% | 18799 | $259496 | 上涨 ×1 | ||
| GD General Dynamics Corporation Common Stock | $2005080 | 1.97% | 5880 | $323368 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $1882569 | 1.85% | 3839 | $-435301 | 下跌 ×1 | ||
| ULXXXX | $1869217 | 1.84% | 31532 | $-18673 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1727926 | 1.70% | 5478 | $176618 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $1688644 | 1.66% | 32732 | $141233 | 上涨 ×1 | ||
| COP ConocoPhillips Common Stock | $1587031 | 1.56% | 16778 | $93668 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $1567640 | 1.54% | 2756 | $-390713 | 下跌 ×1 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $1526358 | 1.50% | 8036 | $259965 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $1509151 | 1.48% | 2055 | $-7624 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $1497697 | 1.47% | 47667 | $-180126 | 上涨 ×1 | ||
| SPYG | $1474845 | 1.45% | 14112 | $110720 | 下跌 ×1 | ||
| SPYV | $1434209 | 1.41% | 25921 | $-166767 | 下跌 ×1 | ||
| DOV Dover Corporation Common Stock | $1408379 | 1.38% | 8442 | 上涨 ×1 | |||
| RTX RTX Corporation Common Stock | $1404568 | 1.38% | 8394 | $212315 | 上涨 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1303002 | 1.28% | 9278 | $85197 | 上涨 ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $1245304 | 1.22% | 3854 | $-211740 | 上涨 ×1 | ||
| NVS Novartis AG Common Stock | $1238285 | 1.22% | 9656 | $98129 | 上涨 ×1 | ||
| BIL | $1231469 | 1.21% | 13422 | 上涨 ×1 | |||
| BDX Becton, Dickinson and Company Common Stock | $1135186 | 1.12% | 6065 | $111504 | 上涨 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $1063635 | 1.05% | 4329 | $58953 | 上涨 ×1 | ||
| SNY Sanofi - American Depositary Shares | $1058979 | 1.04% | 22436 | $-5725 | 上涨 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1041492 | 1.02% | 9096 | $-227502 | 下跌 ×1 | ||
| SPYD | $1012484 | 1.00% | 23150 | $-153513 | 下跌 ×1 | ||
| JAAA | $952328 | 0.94% | 18786 | $-99720 | 下跌 ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $852626 | 0.84% | 2684 | $35980 | 上涨 ×1 | ||
| CRM Salesforce, Inc. Common Stock | $820257 | 0.81% | 3461 | $-364036 | 下跌 ×1 | ||
| ADBE Adobe Inc. - Common Stock | $816969 | 0.80% | 2316 | $-79045 | |||
| DEO Diageo plc Common Stock | $795218 | 0.78% | 8333 | $-28544 | 上涨 ×1 | ||
| VAL Valaris Limited Common Shares | $784124 | 0.77% | 16078 | $49136 | 下跌 ×1 | ||
| SPAB | $758620 | 0.75% | 29466 | $100367 | 上涨 ×1 | ||
| ASHR | $755440 | 0.74% | 22906 | $124609 | |||
| COR Cencora, Inc. Common Stock | $714756 | 0.70% | 2287 | $170528 | 上涨 ×1 | ||
| VEEV Veeva Systems Inc. Class A Common Stock | $708728 | 0.70% | 2379 | $40038 | 上涨 ×1 | ||
| MDT Medtronic plc. Ordinary Shares | $699347 | 0.69% | 7343 | $66493 | 上涨 ×1 | ||
| URA | $645404 | 0.63% | 13539 | $119955 | |||
| ECL Ecolab Inc. Common Stock | $621114 | 0.61% | 2268 | $10024 | |||
| NVDA NVIDIA Corporation - Common Stock | $570002 | 0.56% | 3055 | $99982 | 上涨 ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $475752 | 0.47% | 3690 | $-160441 | |||
| SJNK | $399027 | 0.39% | 15645 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $306362 | 0.30% | 3655 | $55667 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $287895 | 0.28% | 4341 | 上涨 ×1 | |||
| VKTX Viking Therapeutics, Inc. - Common Stock | $284928 | 0.28% | 10842 | 上涨 ×1 | |||
| VOO | $266385 | 0.26% | 435 | $13612 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $257239 | 0.25% | 5853 | 上涨 ×1 | |||
| GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) | $235265 | 0.23% | 5451 | $33473 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $231489 | 0.23% | 2822 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $212806 | 0.21% | 1312 | 上涨 ×1 | |||
| SHW Sherwin-Williams Company (The) Common Stock | $209487 | 0.21% | 605 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。