The Analysis of HUTCHINSON CAPITAL MANAGEMENT/CA's Holdings
Currently, HUTCHINSON CAPITAL MANAGEMENT/CA holds 98 types of securities in its portfolio with a total value $583.3M. In the most recent quarter, they have increased their positions in DFAU (+65.2K shares, valued at $3.0M), MTBA (+25.5K shares, valued at $1.3M), DCOR (+14.5K shares, valued at $1.1M); decreased their positions in ZTS (-3.7K shares, valued at $466.0K), DEO (-5.2K shares, valued at $448.3K), IEUR (-2.9K shares, valued at $208.0K); initiated new positions in N/A (+1.3K shares, valued at $793.3K), DFAW (+4.5K shares, valued at $332.8K), N/A (+2.3K shares, valued at $242.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC140.0K shares-0.08%2025-12-312026-02-09
MSFT MICROSOFT CORP66.8K shares0.07%2025-12-312026-02-09 AAPL APPLE INC118.8K shares0.06%2025-12-312026-02-09 BAC BANK AMERICA CORP551.8K shares-0.02%2025-12-312026-02-09 PGR PROGRESSIVE CORP102.3K shares-0.03%2025-12-312026-02-09 J JACOBS SOLUTIONS INC140.5K shares-0.42%2025-12-312026-02-09 WAT WATERS CORP47.7K shares-0.97%2025-12-312026-02-09 MKL MARKEL GROUP INC8.2K shares0.09%2025-12-312026-02-09 COF CAPITAL ONE FINL CORP72.0K shares0.12%2025-12-312026-02-09 DUHP DIMENSIONAL ETF TRUST447.6K shares2.85%2025-12-312026-02-09 MTBA SIMPLIFY EXCHANGE TRADED FUN335.9K shares8.21%2025-12-312026-02-09 WRB BERKLEY W R CORP235.0K shares0.20%2025-12-312026-02-09 BHRB BURKE HERBERT FINL SVCS CORP258.1K shares0.00%2025-12-312026-02-09 XOM EXXON MOBIL CORP129.7K shares0.61%2025-12-312026-02-09 ADBE ADOBE INC43.4K shares-0.65%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST323.6K shares25.21%2025-12-312026-02-09 AMZN AMAZON COM INC64.9K shares0.45%2025-12-312026-02-09 VRSN VERISIGN INC57.2K shares0.51%2025-12-312026-02-09 HUBBELL INC HUBBELL INC31.2K shares1.00%2025-12-312026-02-09 SBUX STARBUCKS CORP159.8K shares-0.47%2025-12-312026-02-09 NVO NOVO-NORDISK A S199.9K shares0.27%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST247.5K shares9.57%2025-12-312026-02-09 ZTS ZOETIS INC74.9K shares-4.71%2025-12-312026-02-09 VLO VALERO ENERGY CORP55.9K shares-0.28%2025-12-312026-02-09 WFC WELLS FARGO CO NEW94.4K shares-0.37%2025-12-312026-02-09 DEO DIAGEO PLC91.6K shares-5.37%2025-12-312026-02-09 DCRE DOUBLELINE ETF TRUST108.3K shares10.36%2025-12-312026-02-09 DFAC DIMENSIONAL ETF TRUST133.5K shares-2.16%2025-12-312026-02-09 VTIP VANGUARD MALVERN FDS96.9K shares5.72%2025-12-312026-02-09 SCHO SCHWAB STRATEGIC TR169.3K shares-0.65%2025-12-312026-02-09 DIHP DIMENSIONAL ETF TRUST99.7K shares7.48%2025-12-312026-02-09 DFAE DIMENSIONAL ETF TRUST88.8K shares10.61%2025-12-312026-02-09 CVX CHEVRON CORP NEW17.0K shares-0.05%2025-12-312026-02-09 SCHR SCHWAB STRATEGIC TR87.1K shares8.89%2025-12-312026-02-09 GLDM WORLD GOLD TR25.4K shares0.00%2025-12-312026-02-09 DFAT DIMENSIONAL ETF TRUST34.5K shares5.93%2025-12-312026-02-09 DFSI DIMENSIONAL ETF TRUST45.7K shares0.00%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR2.8K shares-0.88%2025-12-312026-02-09 DFAX DIMENSIONAL ETF TRUST56.2K shares-1.76%2025-12-312026-02-09 DCOR DIMENSIONAL ETF TRUST24.5K shares143.97%2025-12-312026-02-09 BA BOEING CO7.6K shares-0.22%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR61.2K shares3.29%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.4.9K shares11.90%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON7.0K shares-4.76%2025-12-312026-02-09 PG PROCTER AND GAMBLE CO9.9K shares0.32%2025-12-312026-02-09 EWU ISHARES TR27.2K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC3.6K shares0.17%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS3.8K shares14.06%2025-12-312026-02-09 UNP UNION PAC CORP4.7K shares0.02%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW1.2K shares0.00%2025-12-312026-02-09 V VISA INC3.0K shares0.17%2025-12-312026-02-09 IJT ISHARES TR7.5K shares0.00%2025-12-312026-02-09 GLW CORNING INC10.4K shares0.00%2025-12-312026-02-09 VEEV VEEVA SYS INC3.1K shares0.00%2025-12-312026-02-09 KO COCA COLA CO9.4K shares0.09%2025-12-312026-02-09 DFGR DIMENSIONAL ETF TRUST24.4K shares9.66%2025-12-312026-02-09 DFSU DIMENSIONAL ETF TRUST14.6K shares-6.15%2025-12-312026-02-09 CAT CATERPILLAR INC985 shares-3.05%2025-12-312026-02-09 ROK ROCKWELL AUTOMATION INC1.4K shares0.00%2025-12-312026-02-09 PFE PFIZER INC20.8K shares-13.15%2025-12-312026-02-09 LLY ELI LILLY & CO476 shares1.49%2025-12-312026-02-09 DIS DISNEY WALT CO4.3K shares-0.55%2025-12-312026-02-09 GDX VANECK ETF TRUST5.4K shares0.00%2025-12-312026-02-09 AMGN AMGEN INC1.4K shares0.44%2025-12-312026-02-09 FLOT ISHARES TR8.8K shares-3.28%2025-12-312026-02-09 PEP PEPSICO INC2.9K shares0.17%2025-12-312026-02-09 NVDA NVIDIA CORPORATION2.2K shares0.68%2025-12-312026-02-09 MCD MCDONALDS CORP1.3K shares1.01%2025-12-312026-02-09 MMC MARSH & MCLENNAN COS INC2.0K shares-0.10%2025-12-312026-02-09 HD HOME DEPOT INC1.1K shares0.09%2025-12-312026-02-09 DFAW DIMENSIONAL ETF TRUST4.5K sharesnew addition2025-12-312026-02-09 PFGC PERFORMANCE FOOD GROUP CO3.7K shares-4.16%2025-12-312026-02-09 IWB ISHARES TR806 shares0.00%2025-12-312026-02-09 META META PLATFORMS INC447 shares4.20%2025-12-312026-02-09 CWT CALIFORNIA WTR SVC GROUP6.6K shares0.00%2025-12-312026-02-09 ORLY OREILLY AUTOMOTIVE INC3.0K shares0.07%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR10.5K shares0.00%2025-12-312026-02-09 MERCK & CO INC MERCK & CO INC2.3K sharesnew addition2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE754 shares-2.08%2025-12-312026-02-09 RSG REPUBLIC SVCS INC1.1K shares0.28%2025-12-312026-02-09 DFAR DIMENSIONAL ETF TRUST10.0K shares0.00%2025-12-312026-02-09 MA MASTERCARD INCORPORATED397 shares1.28%2025-12-312026-02-09 JMST J P MORGAN EXCHANGE TRADED F4.4K shares0.00%2025-12-312026-02-09 BK BANK NEW YORK MELLON CORP1.9K shares0.16%2025-12-312026-02-09 FNDF SCHWAB STRATEGIC TR4.7K shares0.00%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO574 sharesnew addition2025-12-312026-02-09 SCHW SCHWAB CHARLES CORP2.1K shares0.33%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD691 sharesnew addition2025-12-312026-02-09 RTX RTX CORPORATION1.1K sharesnew addition2025-12-312026-02-09 YUM YUM BRANDS INC1.4K shares0.00%2025-12-312026-02-09 IEUR ISHARES TR2.9K shares-50.21%2025-12-312026-02-09 PM PHILIP MORRIS INTL INC1.3K shares0.63%2025-12-312026-02-09 AMTX AEMETIS INC15.6K shares0.00%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available