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Disclosery

13F-HR filed by HUTCHINSON CAPITAL MANAGEMENT/CA

HUTCHINSON CAPITAL MANAGEMENT/CA filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-11-12, with 89 holding rows worth $527,885,760.

Accession
0001078246-24-000004
Filer
CIK 1078246
Filed
2024-11-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 89 entries on the cover page, a total value of $527,885,760 stated on the cover page (in dollars after the unit check, H1), rows summing to $527,885,760 with VALUE read as dollars as filed, 13F file number 028-07466. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM74,531$34,303,638dollars as filed
Microsoft Corp594918104COM71,402$30,724,213dollars as filed
Apple Inc037833100COM124,561$29,022,774dollars as filed
Progressive Corporation743315103COM102,202$25,934,807dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM144,910$24,033,324dollars as filed
Bank of America Corp060505104COM530,911$21,066,531dollars as filed
NOVO-NORDISK A S ADR670100205ADR175,088$20,847,728dollars as filed
UnitedHealth Group Inc91324P102COM33,330$19,487,384dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock148,697$19,464,393dollars as filed
WATERS CORP COM941848103Stock49,969$17,983,343dollars as filed
EXXON MOBIL CORP30231G102COM138,431$16,226,891dollars as filed
Starbucks Corporation855244109COM166,104$16,193,433dollars as filed
BURKE HERBERT FINL SVCS CORP12135Y108COM259,080$15,801,289dollars as filed
VERISIGN INC COM92343E102Stock78,995$15,005,890dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF419,527$14,293,285dollars as filed
BERKLEY W R CORP COM084423102Stock245,278$13,914,621dollars as filed
MARKELGROUPINC570535104STOK8,589$13,472,534dollars as filed
Accenture Plc Class AG1151C101COM36,339$12,845,110dollars as filed
Amazon.com, Inc023135106COM66,537$12,397,854dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR87,516$12,281,995dollars as filed
CARMAX INC COM143130102Stock158,162$12,238,576dollars as filed
ROBERT HALF INC. COM770323103Stock180,305$12,154,377dollars as filed
CAPITAL ONE FINL CORP14040H105COM75,260$11,268,680dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT86,915$10,321,156dollars as filed
Comcast Corp20030N101COM207,034$8,647,810dollars as filed
VALERO ENERGY CORP COM91913Y100Stock58,638$7,917,904dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT182,170$7,230,327dollars as filed
Wells Fargo & Company949746101COM100,485$5,676,398dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2150,405$5,157,387dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK155,581$4,944,364dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock148,572$4,791,447dollars as filed
Schwab Short Term US Treasury ETF808524862SHS82,882$4,059,567dollars as filed
VANGUARD MALVERN FDS922020805SHS81,599$4,023,647dollars as filed
Chevron Corporation166764100COM21,005$3,093,406dollars as filed
SPY78462F103SHS3,737$2,143,858dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT74,136$2,053,567dollars as filed
Procter & Gamble Co742718109COM10,321$1,787,597dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG63,879$1,750,923dollars as filed
Johnson & Johnson478160104COM10,590$1,716,207dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL45,736$1,634,385dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE57,178$1,544,378dollars as filed
Costco Wholesale Corporation22160K105COM1,604$1,421,978dollars as filed
Boeing Company097023105COM9,279$1,410,779dollars as filed
Schwab US TIPS ETF808524870SHS24,381$1,307,553dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS24,763$1,253,008dollars as filed
Union Pacific Corporation907818108COM5,001$1,232,646dollars as filed
iShares Gold Trust464285204COM23,132$1,149,660dollars as filed
JPMorgan Chase & Co46625H100COM5,291$1,115,589dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF43,503$1,115,417dollars as filed
ISHARES TR464287887S&P SML 600 GWT7,465$1,041,293dollars as filed
ISHARES TR MSCI UK ETF NEW46435G334MSCI UK ETF NEW27,187$1,017,066dollars as filed
Visa Inc92826C839COM3,379$928,997dollars as filed
Pfizer Inc.717081103COM32,012$926,437dollars as filed
Marsh & McLennan Companies,Inc.571748102COM3,670$818,740dollars as filed
Coca-Cola Company191216100COM10,927$785,214dollars as filed
International Business Machines Corporation459200101COM3,332$736,639dollars as filed
VEEVA SYS INC CL A COM922475108Stock3,122$655,214dollars as filed
PepsiCo,Inc.713448108COM3,640$618,982dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,501$585,332dollars as filed
KELLANOVA487836108COM6,779$547,133dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU9,835$547,121dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY14,177$527,101dollars as filed
Walt Disney Co254687106COM5,450$524,191dollars as filed
iShares Floating Rate Bond ETF46429B655SHS9,501$484,931dollars as filed
CORNING INC219350105COM10,429$470,869dollars as filed
Home Depot, Inc437076102COM1,105$447,866dollars as filed
Amgen Inc.031162100COM1,362$438,799dollars as filed
Eli Lilly and Company532457108COM477$422,593dollars as filed
Caterpillar Inc.149123101COM1,017$397,769dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1892$377,423dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,359$364,837dollars as filed
BANK OF NY MELLON CORP COM064058100Stock5,033$361,671dollars as filed
CALIFORNIA WTR SVC GROUP130788102COM6,612$358,503dollars as filed
McDonalds Corporation580135101COM1,174$357,502dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,552$350,380dollars as filed
BLACKSTONE INC09260D107COM2,108$322,798dollars as filed
PERFORMANCE FOOD GROUP CO COM71377A103Stock3,974$311,442dollars as filed
YUM BRANDS INC COM988498101Stock1,974$275,788dollars as filed
Adobe Inc00724F101COM519$268,728dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF6,242$256,676dollars as filed
NVIDIA Corp67066G104COM2,111$256,360dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF806$253,398dollars as filed
Merck & Co.,Inc.58933Y105COM2,111$239,725dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF4,441$226,225dollars as filed
Bristol-Myers Squibb Company110122108COM4,298$222,404dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,089$218,715dollars as filed
Raytheon Technologies Corporation75513E101COM1,760$213,242dollars as filed
META PLATFORMS INC CL A30303M102COM368$210,668dollars as filed
AEMETIS INC00770K202COM NEW23,200$53,360dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001078246-24-000004this filing2024-11-12acceptance time not in the bulk data set