Q2 2026 13F · SEC CIK 1078246

Hutchinson Capital Management/ca

Hedge fundFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $583.7M
Reported positions: 108
Top holdings a year, 3 yrs: +11.2%
Average holding period: 8.1 yrs

Hutchinson Capital Management/ca is a hedge fund that reported 108 positions worth $583.7M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 6.1%), Apple Inc (AAPL, 6.0%), Alphabet Inc (GOOGL, 5.4%). A portfolio copying its top holdings returned 11.2% a year over the last 3 years, against 20.4% for the S&P 500.

Hutchinson Capital Management/ca holdings largest 50 of 108 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Hutchinson Capital Management/ca 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	6.1%	6.3%	71,609	-0.0%	$35.8M
AAPLApple Inc	6.0%	5.5%	120,621	+3.1%	$34.9M
GOOGLAlphabet Inc	5.4%	5.8%	88,790	-19.0%	$31.7M
MSFTMicrosoft Corp	4.5%	4.8%	70,412	+0.8%	$26.3M
PGRProgressive Corp	3.8%	3.7%	100,917	-0.5%	$22.0M
MTBASimplify Exchange Traded Fun	3.4%	3.5%	401,942	+5.9%	$19.7M
XOMExxon Mobil Corp	3.3%	4.0%	139,820	+8.7%	$19.1M
DUHPDimensional ETF Trust	3.2%	3.0%	451,548	+0.7%	$18.8M
BHRBBurke Herbert Finl Svcs Corp	3.2%	3.0%	259,080	+0.4%	$18.6M
JJacobs Solutions Inc	3.1%	3.2%	141,913	+3.0%	$17.9M
AMZNAmazon Com Inc	3.0%	2.8%	73,894	-0.2%	$17.6M
WATWaters Corp	3.0%	2.6%	46,381	-1.3%	$17.4M
AVGOBroadcom Inc	2.8%	2.4%	43,442	+1.7%	$16.4M
WRBBerkley W R Corp	2.8%	2.8%	231,879	-0.4%	$16.4M
BACBank of Amer Corp	2.8%	3.8%	285,955	-33.1%	$16.3M
HUBBHubbell Inc	2.8%	2.8%	30,746	-0.2%	$16.1M
DFAUDimensional ETF Trust	2.7%	2.5%	301,928	+1.8%	$15.6M
VLOValero Energy Corp	2.4%	2.5%	54,587	-0.8%	$14.2M
VRSNVerisign Inc	2.4%	2.5%	55,557	-0.6%	$14.0M
MAMastercard Incorporated	2.1%	—	23,428	—	$12.0M
DFAIDimensional ETF Trust	2.0%	1.9%	282,045	+6.8%	$11.6M
MKLMarkel Group Inc	1.8%	2.9%	5,484	-32.7%	$10.7M
ADBEAdobe Inc	1.8%	2.4%	51,886	-3.7%	$10.6M
NVONovo-Nordisk A S	1.5%	1.3%	187,985	-3.3%	$9.0M
COFCapital One Finl Corp	1.5%	2.4%	44,143	-37.8%	$8.9M
ZTSZoetis Inc	1.3%	2.4%	108,344	-3.1%	$7.8M
WFCWells Fargo & Co	1.3%	1.4%	92,391	+0.0%	$7.6M
DFACDimensional ETF Trust	1.3%	1.2%	164,817	-2.3%	$7.3M
DCREDoubleline ETF Trust	1.2%	1.2%	135,006	+5.6%	$7.0M
VTIPVanguard Malvern Fds	1.2%	1.1%	135,668	+9.8%	$6.8M
ACNAccenture PLC Ireland	1.1%	1.9%	50,121	-3.9%	$6.2M
SCHOSchwab Strategic Tr	1.1%	1.1%	253,954	+5.5%	$6.1M
DCORDimensional US Core Equity 1 ETF	0.9%	0.7%	65,872	+29.7%	$5.4M
HONHoneywell Intl Inc	0.9%	—	23,924	—	$5.4M
HONAHoneywell Aerospace Inc	0.9%	—	23,923	—	$5.3M
DFAEDimensional ETF Trust	0.7%	0.6%	102,801	+4.6%	$4.1M
DFAXDimensional ETF Trust	0.7%	0.6%	111,936	+14.6%	$4.1M
SCHRSchwab Strategic Tr	0.7%	0.6%	162,823	+34.3%	$4.0M
DIHPDimensional International High Profitabi	0.6%	0.6%	106,622	+3.5%	$3.6M
CVXChevron Corporation	0.5%	0.6%	18,541	+8.8%	$3.1M
DFATDimensional ETF Trust	0.5%	0.4%	40,343	+10.4%	$2.8M
GLWCorning Inc	0.5%	0.3%	10,369	-0.5%	$2.6M
DFSIDimensional ETF Trust	0.4%	0.4%	45,887	+0.0%	$2.1M
SCHPSchwab Strategic Tr	0.3%	0.3%	73,860	+8.3%	$2.0M
JNJJohnson & Johnson	0.3%	0.3%	6,939	-0.6%	$1.8M
IAUIshares Gold Tr	0.3%	0.4%	23,132	+0.0%	$1.7M
BABoeing Co	0.3%	0.3%	7,751	+2.0%	$1.7M
GLDMWorld Gold Tr	0.3%	0.4%	20,343	-20.0%	$1.6M
JPMJpmorgan Chase & Co	0.3%	0.2%	4,630	+1.5%	$1.5M
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	2,007	-8.7%	$1.5M

What Hutchinson Capital Management/ca bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.0% /yr; S&P 500 +20.1%
3 years: +11.2% /yr; S&P 500 +20.4%
5 years: +4.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$583.7M	108
Q1 2026	$544.1M	97
Q4 2025	$583.3M	98
Q3 2025	$577.9M	97
Q2 2025	$548.0M	92
Q1 2025	$524.2M	92
Q4 2024	$530.0M	93
Q3 2024	$527.9M	89
Q2 2024	$488.9M	87
Q1 2024	$494.0M	82
Q4 2023	$458.9M	83
Q3 2023	$425.6M	79

Questions about Hutchinson Capital Management/ca's portfolio

What stocks does Hutchinson Capital Management/ca own?

Hutchinson Capital Management/ca's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 108 positions worth $583.7M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 6.1%, Apple Inc (AAPL) at 6.0%, Alphabet Inc (GOOGL) at 5.4%, Microsoft Corp (MSFT) at 4.5% and Progressive Corp (PGR) at 3.8%.

What did Hutchinson Capital Management/ca buy last quarter?

In Q2 2026, Hutchinson Capital Management/ca added Schwab Strategic Tr (SCHR) (+34.3% shares), Dimensional US Core Equity 1 ETF (DCOR) (+29.7% shares) and Dimensional ETF Trust (DFAX) (+14.6% shares), compared with its Q1 2026 filing.

What did Hutchinson Capital Management/ca sell last quarter?

In Q2 2026, Hutchinson Capital Management/ca cut from its top 50 Procter & Gamble Co (PG), cut from its top 50 Ishares Tr (EWU), cut from its top 50 Costco Wholesale Corporation (COST), Capital One Finl Corp (COF) (-37.8% shares), Bank of Amer Corp (BAC) (-33.1% shares) and Markel Group Inc (MKL) (-32.7% shares), compared with its Q1 2026 filing.

How has Hutchinson Capital Management/ca's portfolio performed?

A portfolio copying Hutchinson Capital Management/ca's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.0% against +20.1%. Over 5 years: +4.8% a year against +11.6%.

When is Hutchinson Capital Management/ca's next 13F filing due?

13F filings are due 45 days after each quarter ends. Hutchinson Capital Management/ca's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.