AI Portfolio Summary
In 2025 Q4, HUTCHINSON CAPITAL MANAGEMENT/CA maintained a portfolio of 103 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 0.7%. The fund also reduced its exposure to DIAGEO PLC by 5.4%.
Total Positions
103
Quarter
2025 Q4
Top Holding
GOOGL (7.5%)
Top 10 Concentration
46.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 103
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC
|
Communication Services | 7.51% | 5.89% |
#1
2
Prev: #3
|
5.5 | -119 | -0.1% |
P
S
|
140,007 | $43,822,191 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 6.23% | 6.25% |
#2
1
Prev: #1
|
4.5 | 515 | 0.7% |
P
S
|
72,346 | $36,364,717 | 2010 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.54% | 5.98% |
#3
1
Prev: #2
|
3.7 | 48 | 0.1% |
P
S
|
66,797 | $32,304,289 | 2002 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 5.54% | 5.23% |
#4
Prev: #4
|
3.2 | 66 | 0.1% |
P
S
|
118,780 | $32,291,498 | 2011 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 5.20% | 4.93% |
#5
Prev: #5
|
3.1 | -137 | -0.0% |
P
S
|
551,814 | $30,349,751 | 2002 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 3.99% | 4.37% |
#6
Prev: #6
|
2.1 | -30 | -0.0% |
P
S
|
102,285 | $23,292,365 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
J
JACOBS SOLUTION...
|
Industrials | 3.19% | 3.66% |
#7
Prev: #7
|
1.8 | -586 | -0.4% |
P
S
|
140,548 | $18,616,943 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WAT
WATERS CORP
|
Healthcare | 3.11% | 2.50% |
#8
9
Prev: #17
|
1.7 | -467 | -1.0% |
P
S
|
47,690 | $18,114,093 | 2002 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MKL
MARKEL GROUP IN...
|
Financial Services | 3.03% | 2.72% |
#9
3
Prev: #12
|
1.7 | 7 | 0.1% |
P
S
|
8,222 | $17,674,422 | 2013 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 2.99% | 2.65% |
#10
5
Prev: #15
|
1.7 | 86 | 0.1% |
P
S
|
72,024 | $17,455,737 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 2.92% | 2.84% |
#11
2
Prev: #9
|
1.7 | 12,416 | 2.9% |
P
S
|
447,550 | $17,020,327 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTBA
SIMPLIFY EXCHAN...
|
ETF | 2.90% | 2.70% |
#12
1
Prev: #13
|
3.2 | 25,473 | 8.2% |
P
S
|
335,866 | $16,931,005 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WRB
BERKLEY W R COR...
|
Financial Services | 2.82% | 3.11% |
#13
5
Prev: #8
|
1.6 | 474 | 0.2% |
P
S
|
234,978 | $16,476,657 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BHRB
BURKE HERBERT F...
|
Financial Services | 2.76% | 2.76% |
#14
4
Prev: #10
|
2.1 | no change | no change |
P
S
|
258,080 | $16,080,965 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 2.68% | 2.51% |
#15
1
Prev: #16
|
1.6 | 780 | 0.6% |
P
S
|
129,661 | $15,603,379 | 2003 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADBE
ADOBE INC
|
Technology | 2.60% | 2.67% |
#16
2
Prev: #14
|
1.5 | -282 | -0.6% |
P
S
|
43,393 | $15,187,116 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 2.60% | 2.05% |
#17
5
Prev: #22
|
3.5 | 65,157 | 25.2% |
P
S
|
323,632 | $15,145,978 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.57% | 2.46% |
#18
Prev: #18
|
1.5 | 288 | 0.4% |
P
S
|
64,912 | $14,983,006 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VRSN
VERISIGN INC
|
Technology | 2.38% | 2.75% |
#19
8
Prev: #11
|
1.5 | 290 | 0.5% |
P
S
|
57,151 | $13,884,835 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HUBB
HUBBELL INC
|
Industrials | 2.38% | 2.30% |
#20
Prev: #20
|
1.5 | 308 | 1.0% |
P
S
|
31,241 | $13,874,441 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 2.38% | 2.10% |
#21
Prev: #21
|
3.0 | 2,505 | 5.1% |
P
S
|
51,700 | $13,871,110 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 2.31% | 2.35% |
#22
3
Prev: #19
|
1.4 | -752 | -0.5% |
P
S
|
159,787 | $13,455,663 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVO
NOVO-NORDISK A ...
|
Healthcare | 1.74% | 1.91% |
#23
1
Prev: #24
|
1.2 | 546 | 0.3% |
P
S
|
199,941 | $10,172,998 | 2016 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.62% | 1.42% |
#24
5
Prev: #29
|
2.6 | 21,607 | 9.6% |
P
S
|
247,461 | $9,430,739 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZTS
ZOETIS INC
|
Healthcare | 1.62% | 1.99% |
#25
2
Prev: #23
|
1.1 | -3,704 | -4.7% |
P
S
|
74,930 | $9,427,693 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VLO
VALERO ENERGY C...
|
Energy | 1.56% | 1.65% |
#26
1
Prev: #25
|
1.1 | -155 | -0.3% |
P
S
|
55,917 | $9,102,747 | 2009 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
WELLS FARGO CO ...
|
Financial Services | 1.51% | 1.37% |
#27
3
Prev: #30
|
1.1 | -347 | -0.4% |
P
S
|
94,429 | $8,800,783 | 2002 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DEO
DIAGEO PLC
|
Consumer Defensive | 1.35% | 1.60% |
#28
2
Prev: #26
|
1.0 | -5,197 | -5.4% |
P
S
|
91,607 | $7,902,936 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DCRE
DOUBLELINE ETF ...
|
ETF | 0.96% | 0.88% |
#29
3
Prev: #32
|
2.4 | 10,173 | 10.4% |
P
S
|
108,345 | $5,623,106 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 0.91% | 0.91% |
#30
1
Prev: #31
|
0.9 | -2,950 | -2.2% |
P
S
|
133,517 | $5,285,938 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.82% | 0.80% |
#31
2
Prev: #33
|
2.3 | 5,237 | 5.7% |
P
S
|
96,853 | $4,790,359 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 0.71% | 0.72% |
#32
2
Prev: #34
|
0.8 | -1,116 | -0.7% |
P
S
|
169,314 | $4,126,175 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.54% | 0.49% |
#33
2
Prev: #35
|
2.2 | 6,937 | 7.5% |
P
S
|
99,703 | $3,157,096 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.50% | 0.44% |
#34
3
Prev: #37
|
2.2 | 8,518 | 10.6% |
P
S
|
88,798 | $2,892,151 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.45% | 0.46% |
#35
1
Prev: #36
|
0.7 | -9 | -0.1% |
P
S
|
17,043 | $2,597,524 | 2001 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHR
SCHWAB STRATEGI...
|
Bond/Debt | 0.37% | 0.35% |
#36
2
Prev: #38
|
2.1 | 7,109 | 8.9% |
P
S
|
87,058 | $2,183,415 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.37% | 0.34% |
#37
2
Prev: #39
|
1.1 | no change | no change |
P
S
|
25,437 | $2,171,557 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.35% | 0.33% |
#38
3
Prev: #41
|
2.1 | 1,933 | 5.9% |
P
S
|
34,545 | $2,056,809 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.34% | 0.32% |
#39
3
Prev: #42
|
1.1 | no change | no change |
P
S
|
45,736 | $1,959,559 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.33% | 0.33% |
#40
Prev: #40
|
0.6 | -25 | -0.9% |
P
S
|
2,829 | $1,929,214 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.32% | 0.29% |
#41
3
Prev: #44
|
1.1 | no change | no change |
P
S
|
23,132 | $1,877,624 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 0.32% | 0.31% |
#42
1
Prev: #43
|
0.6 | -1,009 | -1.8% |
P
S
|
56,231 | $1,840,441 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DCOR
DIMENSIONAL ETF...
|
ETF | 0.31% | 0.13% |
#43
16
Prev: #59
|
3.1 | 14,456 | 144.0% |
P
S
|
24,497 | $1,803,714 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BA
BOEING CO
|
Industrials | 0.28% | 0.28% |
#44
1
Prev: #45
|
0.6 | -17 | -0.2% |
P
S
|
7,599 | $1,649,895 | 2001 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.28% | 0.28% |
#45
1
Prev: #46
|
0.6 | 1,946 | 3.3% |
P
S
|
61,164 | $1,620,234 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.27% | 0.24% |
#46
2
Prev: #48
|
2.1 | 517 | 11.9% |
P
S
|
4,863 | $1,566,847 | 1999 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.25% | 0.24% |
#47
2
Prev: #49
|
0.6 | -349 | -4.8% |
P
S
|
6,979 | $1,444,294 | 1999 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.24% | 0.26% |
#48
1
Prev: #47
|
0.6 | 32 | 0.3% |
P
S
|
9,935 | $1,423,785 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWU
ISHARES TR
|
ETF | 0.20% | 0.20% |
#49
1
Prev: #50
|
1.1 | no change | no change |
P
S
|
27,187 | $1,195,684 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.19% | 0.15% |
#50
7
Prev: #57
|
0.6 | 6 | 0.2% |
P
S
|
3,603 | $1,130,621 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 103 holdings