1y return+4.3%S&P 500 +20.9%
3y return+25.1%S&P 500 +68.5%
5y return+22.8%S&P 500 +74.5%
10y return+102.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $203 against $357 in the S&P 500.2
Hutchinson Capital Management/caS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $35.8M | 6.1% | |
| AAPLApple Inc | $34.9M | 6.0% | +3.1% |
| GOOGLAlphabet Inc | $31.7M | 5.4% | −19.0% |
| MSFTMicrosoft Corp | $26.3M | 4.5% | |
| PGRProgressive Corp | $22.0M | 3.8% | |
| MTBASimplify Exchange Traded Fun | $19.7M | 3.4% | +5.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $19.1M | 3.3% | +8.7% |
| Dimensional Etf TrustCUSIP 25434V831 | $18.8M | 3.2% | |
| BHRBBurke Herbert Finl Svcs Corp | $18.6M | 3.2% | |
| JJacobs Solutions Inc | $17.9M | 3.1% | +3.0% |
| AMZNAmazon Com Inc | $17.6M | 3.0% | |
| WATWaters Corp | $17.4M | 3.0% | −1.3% |
| AVGOBroadcom Inc | $16.4M | 2.8% | +1.7% |
| WRBBerkley W R Corp | $16.4M | 2.8% | |
| BACBank Of Amer Corp | $16.3M | 2.8% | −33.1% |
| HUBBHubbell Inc | $16.1M | 2.8% | |
| DFAUDimensional Etf Trust | $15.6M | 2.7% | +1.8% |
| VLOValero Energy Corp | $14.2M | 2.4% | |
| VRSNVerisign Inc | $14.0M | 2.4% | |
| MAMastercard Incorporated | $12.0M | 2.1% | +5558.9% |
| DFAIDimensional Etf Trust | $11.6M | 2.0% | +6.8% |
| MKLMarkel Group Inc | $10.7M | 1.8% | −32.7% |
| ADBEAdobe Inc | $10.6M | 1.8% | −3.7% |
| NVONovo-nordisk A S | $9.0M | 1.5% | −3.3% |
| COFCapital One Finl Corp | $8.9M | 1.5% | −37.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $31.7M |
| VLOValero Energy Corp | June 30, 2020 | +342.8% | $14.2M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $7.6M |
| COFCapital One Finl Corp | June 30, 2020 | +220.5% | $8.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $34.9M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $19.1M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $35.8M |
| PGRProgressive Corp | June 30, 2020 | +172.7% | $22.0M |
| BACBank Of Amer Corp | September 30, 2020 | +136.5% | $16.3M |
| MKLMarkel Group Inc | June 30, 2020 | +111.6% | $10.7M |
Sold off last quarter
- UNPUnion Pac Corp was $1.1M
- SBUXStarbucks Corp was $373K
- TSMTaiwan Semiconductor Manufac was $234K
- GLDSpdr Gold Tr was $209K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.8% | +14.8% |
| March 31, 2026 | −5.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +3.1% | +7.8% |
| June 30, 2025 | +2.6% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +4.2% | +5.4% |
| June 30, 2024 | −1.3% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −1.2% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +3.7% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −7.4% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −1.6% | −4.9% |
| December 31, 2021 | +7.3% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Hutchinson Capital Management/ca Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1078246&type=13F-HR&dateb=&owner=include&count=40CIK 1078246
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1078246/000107824626000004/Filed August 10, 2026 · accession 0001078246-26-000004