Institutional
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$544.1M
Reported AUM
97
Positions
Q1 2026
Period
2026-05-12
Filed
The Brief · HUTCHINSON CAPITAL MANAGEMENT/CA · Q1 2026
AI · grounded in 13F
HUTCHINSON CAPITAL MANAGEMENT/CA established a new position in AVGO valued at $13.2M. The fund closed its position in DEO, reducing exposure by $7.9M. Other notable activity includes increasing shares of DCOR by 107.2% and ZTS by 49.3%, while trimming SBUX by 97.4%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $34.3M | 6.31% | — | HELD |
| 2 | GOOGL | ALPHABET INC | $333.62 | -0.92% | 76.18% | 131.67% | $31.5M | 5.79% | — | HELD |
| 3 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $29.7M | 5.46% | — | HELD |
| 4 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $25.9M | 4.75% | — | HELD |
| 5 | XOM | EXXON MOBIL CORP | $157.13 | 0.25% | 47.45% | 240.22% | $21.8M | 4.01% | — | HELD |
| 6 | BAC | BANK AMERICA CORP | $61.76 | 1.13% | 37.29% | 66.09% | $20.8M | 3.83% | — | HELD |
| 7 | PGR | PROGRESSIVE CORP | $213.28 | -3.05% | -2.82% | 155.24% | $20.1M | 3.70% | — | HELD |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $48.57 | 0.12% | 2.82% | 9.42% | $18.8M | 3.45% | — | HELD |
| 9 | J | JACOBS SOLUTIONS INC | $132.77 | -2.31% | -1.26% | 26.84% | $17.5M | 3.22% | — | HELD |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $41.28 | 1.05% | 15.95% | 64.64% | $16.5M | 3.03% | — | HELD |
| 11 | BHRB | BURKE HERBERT FINL SVCS CORP | $73.02 | -0.83% | 33.11% | 57.71% | $16.1M | 2.95% | — | HELD |
| 12 | MKL | MARKEL GROUP INC | $1886.16 | -6.39% | 4.41% | 58.63% | $15.6M | 2.87% | — | HELD |
| 13 | WRB | BERKLEY W R CORP | $73.39 | -2.99% | 9.99% | 149.49% | $15.4M | 2.84% | — | HELD |
| 14 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $15.4M | 2.83% | — | HELD |
| 15 | HUBB | HUBBELL INC | $473.69 | 2.76% | 11.36% | 145.18% | $15.1M | 2.78% | — | HELD |
| 16 | WAT | WATERS CORP | $380.30 | 0.22% | 29.32% | -9.32% | $14.0M | 2.57% | — | HELD |
| 17 | VRSN | VERISIGN INC | $286.58 | -1.49% | 10.99% | 36.56% | $13.9M | 2.55% | — | HELD |
| 18 | VLO | VALERO ENERGY CORP | $311.71 | 3.45% | 130.16% | 428.43% | $13.6M | 2.50% | — | HELD |
| 19 | DFAU | DIMENSIONAL ETF TRUST | $51.50 | 1.64% | 20.90% | 71.75% | $13.4M | 2.46% | — | HELD |
| 20 | ZTS | ZOETIS INC | $76.03 | -2.44% | -47.63% | -60.84% | $13.2M | 2.43% | — | HELD |
| 21 | AVGO | BROADCOM INC | $388.15 | 4.81% | 34.78% | 753.17% | $13.2M | 2.43% | — | HELD |
| 22 | ADBE | ADOBE INC | $247.90 | -5.90% | -28.98% | -62.78% | $13.1M | 2.41% | — | HELD |
| 23 | COF | CAPITAL ONE FINL CORP | $210.14 | 0.69% | 2.08% | 36.84% | $12.9M | 2.38% | — | HELD |
| 24 | ACN | ACCENTURE PLC IRELAND | $163.29 | -5.71% | -34.80% | -47.34% | $10.3M | 1.90% | — | HELD |
| 25 | DFAI | DIMENSIONAL ETF TRUST | $42.37 | 2.44% | 24.48% | 58.30% | $10.3M | 1.89% | — | HELD |
| 26 | WMT2 | WELLS FARGO & CO | — | — | — | — | $7.4M | 1.35% | — | HELD |
| 27 | NVO | NOVO-NORDISK A S | $51.61 | 0.06% | 12.21% | 14.25% | $7.1M | 1.31% | — | HELD |
| 28 | DCRE | DOUBLELINE ETF TRUST | $51.67 | 0.00% | 4.04% | 19.79% | $6.6M | 1.22% | — | HELD |
| 29 | DFAC | DIMENSIONAL ETF TRUST | $44.33 | 1.34% | 23.18% | 68.21% | $6.6M | 1.20% | — | HELD |
| 30 | VTIP | VANGUARD MALVERN FDS | $49.66 | -0.04% | 3.13% | 16.31% | $6.2M | 1.13% | — | HELD |
| 31 | SCHO | SCHWAB STRATEGIC TR | $24.11 | 0.08% | — | — | $5.8M | 1.07% | — | HELD |
| 32 | DCOR | DIMENSIONAL ETF TRUST | $82.19 | 1.23% | — | — | $3.7M | 0.67% | — | HELD |
| 33 | CVX | CHEVRON CORPORATION | $192.59 | 0.38% | — | — | $3.5M | 0.65% | — | HELD |
| 34 | DFAE | DIMENSIONAL ETF TRUST | $37.35 | 3.78% | — | — | $3.3M | 0.61% | — | HELD |
| 35 | DIHP | DIMENSIONAL ETF TRUST | $34.74 | 2.06% | — | — | $3.3M | 0.61% | — | HELD |
| 36 | DFAX | DIMENSIONAL ETF TRUST | $36.59 | 2.93% | — | — | $3.3M | 0.61% | — | HELD |
| 37 | SCHR | SCHWAB STRATEGIC TR | $24.46 | 0.04% | — | — | $3.0M | 0.56% | — | HELD |
| 38 | GLDM | WORLD GOLD TR | $81.33 | 1.64% | — | — | $2.4M | 0.43% | — | HELD |
| 39 | DFAT | DIMENSIONAL ETF TRUST | $70.84 | -0.20% | — | — | $2.3M | 0.42% | — | HELD |
| 40 | IAU | ISHARES GOLD TR | $77.30 | 1.66% | — | — | $2.0M | 0.37% | — | HELD |
| 41 | DFSI | DIMENSIONAL ETF TRUST | $46.22 | 2.28% | — | — | $1.9M | 0.36% | — | HELD |
| 42 | SCHP | SCHWAB STRATEGIC TR | $26.12 | -0.08% | — | — | $1.8M | 0.33% | — | HELD |
| 43 | JNJ | JOHNSON & JOHNSON | $255.84 | -3.65% | — | — | $1.7M | 0.31% | — | HELD |
| 44 | BA | BOEING CO | $220.90 | 3.22% | — | — | $1.5M | 0.28% | — | HELD |
| 45 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | — | — | $1.4M | 0.26% | — | HELD |
| 46 | GLW | CORNING INC | $135.22 | 9.00% | — | — | $1.4M | 0.26% | — | HELD |
| 47 | PG | PROCTER & GAMBLE CO | $143.95 | -1.47% | — | — | $1.4M | 0.25% | — | HELD |
| 48 | JPM | JPMORGAN CHASE & CO | $350.93 | 1.80% | — | — | $1.3M | 0.25% | — | HELD |
| 49 | EWU | ISHARES TR | $48.68 | 1.63% | — | — | $1.2M | 0.23% | — | HELD |
| 50 | COST | COSTCO WHOLESALE CORPORATION | $954.15 | -2.04% | — | — | $1.2M | 0.22% | — | HELD |
| 51 | UNP | UNION PAC CORP | $289.39 | -0.96% | — | — | $1.1M | 0.21% | — | HELD |
| 52 | IJT | ISHARES TR | $173.07 | 1.74% | — | — | $1.1M | 0.20% | — | HELD |
| 53 | GOOG | ALPHABET INC | $333.53 | -0.66% | — | — | $1.0M | 0.18% | — | HELD |
| 54 | IBM | INTERNATIONAL BUSINESS MACHS | $221.64 | -2.12% | — | — | $916K | 0.17% | — | HELD |
| 55 | V | VISA INC | $366.40 | -0.63% | — | — | $912K | 0.17% | — | HELD |
| 56 | DFGR | DIMENSIONAL ETF TRUST | $29.95 | -0.76% | — | — | $751K | 0.14% | — | HELD |
| 57 | KO | COCA COLA CO | $88.51 | -0.63% | — | — | $712K | 0.13% | — | HELD |
| 58 | CAT | CATERPILLAR INC | $808.91 | 3.35% | — | — | $660K | 0.12% | — | HELD |
| 59 | DFSU | DIMENSIONAL ETF TRUST | $46.83 | 0.64% | — | — | $599K | 0.11% | — | HELD |
| 60 | VEEV | VEEVA SYS INC | $201.56 | -3.05% | — | — | $548K | 0.10% | — | HELD |
| 61 | PFE | PFIZER INC | $24.91 | -0.97% | — | — | $531K | 0.10% | — | HELD |
| 62 | GDX | VANECK ETF TRUST | $76.78 | 4.36% | — | — | $497K | 0.09% | — | HELD |
| 63 | ROK | ROCKWELL AUTOMATION INC | $471.01 | 2.53% | — | — | $487K | 0.09% | — | HELD |
| 64 | AMGN | AMGEN INC | $387.64 | 0.00% | — | — | $482K | 0.09% | — | HELD |
| 65 | PEP | PEPSICO INC | $140.20 | -2.30% | — | — | $449K | 0.08% | — | HELD |
| 66 | FLOT | ISHARES TR | $51.07 | 0.12% | — | — | $447K | 0.08% | — | HELD |
| 67 | LLY | ELI LILLY & CO | $1155.56 | -4.50% | — | — | $437K | 0.08% | — | HELD |
| 68 | DIS | DISNEY WALT CO | $96.16 | -2.36% | — | — | $418K | 0.08% | — | HELD |
| 69 | MCD | MCDONALDS CORP | $268.44 | -1.13% | — | — | $408K | 0.08% | — | HELD |
| 70 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | — | — | $390K | 0.07% | — | HELD |
| 71 | SBUX | STARBUCKS CORP | $105.85 | 1.64% | — | — | $373K | 0.07% | — | HELD |
| 72 | VOO | VANGUARD INDEX FDS | $681.61 | 1.64% | — | — | $357K | 0.07% | — | HELD |
| 73 | MRSH | MARSH & MCLENNAN COS INC | $191.51 | -3.08% | — | — | $347K | 0.06% | — | HELD |
| 74 | DFAW | DIMENSIONAL ETF TRUST | $82.76 | 1.49% | — | — | $335K | 0.06% | — | HELD |
| 75 | DFAR | DIMENSIONAL ETF TRUST | $26.93 | -1.43% | — | — | $330K | 0.06% | — | HELD |
| 76 | JMST | J P MORGAN EXCHANGE TRADED F | $50.92 | -0.02% | — | — | $326K | 0.06% | — | HELD |
| 77 | PFGC | PERFORMANCE FOOD GROUP CO | $114.75 | -1.63% | — | — | $316K | 0.06% | — | HELD |
| 78 | HD | HOME DEPOT INC | $333.33 | -1.46% | — | — | $313K | 0.06% | — | HELD |
| 79 | CWT | CALIFORNIA WTR SVC GROUP | $50.50 | -2.38% | — | — | $300K | 0.06% | — | HELD |
| 80 | IWB | ISHARES TR | $405.77 | 1.63% | — | — | $287K | 0.05% | — | HELD |
| 81 | MRK | MERCK & CO INC | $129.80 | -0.43% | — | — | $281K | 0.05% | — | HELD |
| 82 | ORLY | OREILLY AUTOMOTIVE INC | $87.36 | -3.61% | — | — | $274K | 0.05% | — | HELD |
| 83 | INFL | LISTED FDS TR | $51.33 | 1.02% | — | — | $260K | 0.05% | — | HELD |
| 84 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | — | — | $259K | 0.05% | — | HELD |
| 85 | PSX | PHILLIPS 66 | $210.60 | 1.83% | — | — | $256K | 0.05% | — | HELD |
| 86 | META | META PLATFORMS INC | $539.74 | -7.83% | — | — | $251K | 0.05% | — | HELD |
| 87 | RSG | REPUBLIC SVCS INC | $211.33 | -3.46% | — | — | $242K | 0.04% | — | HELD |
| 88 | BX | BLACKSTONE INC | $128.07 | -1.03% | — | — | $242K | 0.04% | — | HELD |
| 89 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.55 | 7.71% | — | — | $234K | 0.04% | — | HELD |
| 90 | FNDF | SCHWAB STRATEGIC TR | $54.33 | 2.84% | — | — | $230K | 0.04% | — | HELD |
| 91 | BK | BANK NEW YORK MELLON CORP | — | — | — | — | $224K | 0.04% | — | HELD |
| 92 | BMY | BRISTOL-MYERS SQUIBB CO | $64.88 | 2.81% | — | — | $219K | 0.04% | — | HELD |
| 93 | YUM | YUM BRANDS INC | $157.00 | 3.34% | — | — | $217K | 0.04% | — | HELD |
| 94 | PM | PHILIP MORRIS INTL INC | $192.00 | -3.25% | — | — | $214K | 0.04% | — | HELD |
| 95 | GLD | SPDR GOLD TR | $377.16 | 1.64% | — | — | $209K | 0.04% | — | HELD |
| 96 | MA | MASTERCARD INCORPORATED | $577.65 | 2.54% | — | — | $207K | 0.04% | — | HELD |
| 97 | AMTX | AEMETIS INC | $1.56 | 10.64% | — | — | $50K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001078246-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.