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HUTCHINSON CAPITAL MANAGEMENT/CA
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $611,503,781
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $38,851,345
- MICROSOFT CORP · COM · 594918104 · shares: $35,148,957
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $34,630,929
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $29,796,296
- EXXONMOBIL HOLDINGS CORP · COM SHS · 30233Q108 · shares: $21,948,071
- PROGRESSIVE CORP · COM · 743315103 · shares: $20,261,465
- WATERS CORP · COM · 941848103 · shares: $19,720,263
- SIMPLIFY EXCHANGE TRADED FUN · MBS ETF · 82889N525 · shares: $19,415,313
- DFA INVT DIMENSIONS GROUP IN · U.S. HIGH RELATI · 25239Y196 · shares: $18,533,943
- JACOBS SOLUTIONS INC · COM · 46982L108 · shares: $18,486,764
Reported holdings
111 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 116,664 shares | $38,851,345 |
| MICROSOFT CORP | COM | 594918104 | — | 68,530 shares | $35,148,957 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 69,547 shares | $34,630,929 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 86,597 shares | $29,796,296 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 134,858 shares | $21,948,071 |
| PROGRESSIVE CORP | COM | 743315103 | — | 97,735 shares | $20,261,465 |
| WATERS CORP | COM | 941848103 | — | 44,881 shares | $19,720,263 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | — | 415,212 shares | $19,415,313 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 442,232 shares | $18,533,943 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 136,666 shares | $18,486,764 |
| AMAZON COM INC | COM | 023135106 | — | 72,207 shares | $17,990,394 |
| BURKE HERBERT FINL SVCS CORP | COM | 12135Y108 | — | 257,580 shares | $17,669,988 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 326,992 shares | $17,121,301 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 40,777 shares | $15,805,616 |
| HUBBELL INC | COM | 443510607 | — | 34,744 shares | $15,759,878 |
| BANK OF AMER CORP | COM | 060505104 | — | 280,807 shares | $15,284,340 |
| VERISIGN INC | COM | 92343E102 | — | 53,998 shares | $15,227,976 |
| BERKLEY W R CORP | COM | 084423102 | — | 224,970 shares | $15,194,474 |
| BROADCOM INC | COM | 11135F101 | — | 42,523 shares | $14,933,652 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 22,693 shares | $12,514,509 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 300,264 shares | $12,439,938 |
| ADOBE INC | COM | 00724F101 | — | 47,679 shares | $11,440,099 |
| MARKEL GROUP INC | COM | 570535104 | — | 5,378 shares | $9,209,556 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 177,179 shares | $8,720,767 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 47,249 shares | $8,664,049 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 54,861 shares | $8,501,809 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 43,333 shares | $8,366,302 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | — | 154,717 shares | $7,913,775 |
| TJX COS INC NEW | COM | 872540109 | — | 59,506 shares | $7,873,239 |
| WELLS FARGO & CO | COM | 949746101 | — | 92,828 shares | $7,430,881 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 163,734 shares | $7,277,976 |
| DOUBLELINE ETF TRUST | COMMERCIAL REAL | 25861R303 | — | 142,100 shares | $7,249,942 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 183,197 shares | $6,944,998 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 272,688 shares | $6,506,336 |
| DFA INVT DIMENSIONS GROUP IN | U.S. CORE EQTY 1 | 25239Y220 | — | 65,872 shares | $5,444,980 |
| HONEYWELL INTL INC | COM | 438516205 | — | 23,291 shares | $4,913,004 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 106,663 shares | $4,192,923 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | — | 174,333 shares | $4,131,692 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 111,129 shares | $4,113,996 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 110,826 shares | $3,733,728 |
| CHEVRON CORPORATION | COM | 166764100 | — | 17,570 shares | $3,587,970 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 37,767 shares | $2,509,239 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 90,116 shares | $2,264,615 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | — | 47,159 shares | $2,130,172 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 7,188 shares | $1,902,938 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 23,132 shares | $1,806,609 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 19,955 shares | $1,639,902 |
| CORNING INC | COM | 219350105 | — | 10,545 shares | $1,621,399 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 6,357 shares | $1,451,812 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 4,384 shares | $1,450,247 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,896 shares | $1,445,946 |
| BOEING CO | COM | 097023105 | — | 7,491 shares | $1,393,701 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,769 shares | $1,284,249 |
| ISHARES TR | MSCI UK ETF NEW | 46435G334 | — | 27,187 shares | $1,265,011 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 7,465 shares | $1,196,863 |
| VISA INC | COM CL A | 92826C839 | — | 3,230 shares | $1,160,559 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 1,160 shares | $1,055,994 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 3,314 shares | $945,981 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,150 shares | $912,710 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | — | 30,696 shares | $830,327 |
| COCA COLA CO | COM | 191216100 | — | 9,531 shares | $820,428 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | — | 16,625 shares | $784,201 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 5,387 shares | $782,623 |
| CATERPILLAR INC | COM | 149123101 | — | 934 shares | $757,278 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 675 shares | $718,949 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,125 shares | $688,230 |
| META PLATFORMS INC | CL A | 30303M102 | — | 915 shares | $663,553 |
| PFIZER INC | COM | 717081103 | — | 22,708 shares | $647,641 |
| ELI LILLY & CO | COM | 532457108 | — | 534 shares | $617,881 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 8,007 shares | $590,917 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 9,546 shares | $587,085 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 1,342 shares | $584,213 |
| AMGEN INC | COM | 031162100 | — | 1,381 shares | $582,038 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 | — | 14,440 shares | $571,246 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 756 shares | $529,850 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 5,416 shares | $475,525 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 | — | 8,376 shares | $427,595 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,673 shares | $388,414 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | — | 4,590 shares | $377,803 |
| HOME DEPOT INC | COM | 437076102 | — | 1,295 shares | $368,500 |
| PHILLIPS 66 | COM | 718546104 | — | 1,417 shares | $361,774 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | — | 3,929 shares | $359,543 |
| MCDONALDS CORP | COM | 580135101 | — | 1,520 shares | $351,035 |
| PEPSICO INC | COM | 713448108 | — | 2,762 shares | $350,001 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 2,031 shares | $346,753 |
| DFA INVT DIMENSIONS GROUP IN | REAL ESTATE SECU | 25239Y147 | — | 13,966 shares | $337,419 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 806 shares | $335,401 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,039 shares | $324,469 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 6,398 shares | $323,483 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 6,789 shares | $314,127 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 10,451 shares | $287,092 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 4,548 shares | $283,826 |
| ABBVIE INC | COM | 00287Y109 | — | 1,071 shares | $280,280 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,448 shares | $276,307 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 1,902 shares | $275,086 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 755 shares | $256,368 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 2,980 shares | $254,522 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 1,209 shares | $253,733 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 4,700 shares | $252,625 |
| LISTED FDS TR | HORI KI INFL ETF | 53656F623 | — | 5,000 shares | $250,700 |