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13F-HR filed by HUTCHINSON CAPITAL MANAGEMENT/CA

HUTCHINSON CAPITAL MANAGEMENT/CA filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-10, with 93 holding rows worth $529,962,945.

Accession
0001078246-25-000001
Filed
2025-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 93 entries on the cover page, a total value of $529,962,945 stated on the cover page (in dollars after the unit check, H1), rows summing to $529,962,945 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 Inc084670702COM74,362$33,706,807dollars as filed
Apple Inc037833100COM122,315$30,630,072dollars as filed
Microsoft Corp594918104COM70,329$29,643,607dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM146,795$27,788,294dollars as filed
Progressive Corporation743315103COM102,460$24,550,466dollars as filed
Bank of America Corp060505104COM528,882$23,244,359dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock147,637$19,727,211dollars as filed
WATERS CORP COM941848103Stock49,826$18,484,449dollars as filed
UnitedHealth Group Inc91324P102COM33,503$16,947,828dollars as filed
BURKE HERBERT FINL SVCS CORP12135Y108COM257,080$16,031,509dollars as filed
VERISIGN INC COM92343E102Stock77,106$15,957,858dollars as filed
Starbucks Corporation855244109COM165,712$15,121,185dollars as filed
NOVO-NORDISK A S ADR670100205ADR175,651$15,109,499dollars as filed
EXXON MOBIL CORP30231G102COM138,328$14,879,987dollars as filed
MARKELGROUPINC570535104STOK8,535$14,733,373dollars as filed
Amazon.com, Inc023135106COM66,356$14,557,860dollars as filed
BERKLEY W R CORP COM084423102Stock244,459$14,305,741dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF423,274$14,302,428dollars as filed
CAPITAL ONE FINL CORP14040H105COM74,697$13,319,969dollars as filed
Accenture Plc Class AG1151C101COM36,344$12,785,456dollars as filed
CARMAX INC COM143130102Stock156,259$12,775,736dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR99,991$12,711,856dollars as filed
ALEXANDRIA REAL ESTATE EQ INC COM015271109REIT108,618$10,595,686dollars as filed
ROBERT HALF INC. COM770323103Stock148,168$10,439,935dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT199,701$8,085,893dollars as filed
VALERO ENERGY CORP COM91913Y100Stock58,274$7,143,823dollars as filed
Wells Fargo & Company949746101COM98,511$6,919,413dollars as filed
SIMPLIFY EXCHANGE TRADED FUN82889N525MBS ETF133,457$6,631,478dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK182,149$5,318,751dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2144,562$5,000,400dollars as filed
VANGUARD MALVERN FDS922020805SHS81,607$3,951,407dollars as filed
Schwab Short Term US Treasury ETF808524862SHS164,205$3,950,774dollars as filed
Comcast Corp20030N101COM93,781$3,519,601dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock145,490$3,059,655dollars as filed
Chevron Corporation166764100COM20,511$2,970,813dollars as filed
SPY78462F103SHS3,778$2,214,026dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT80,457$2,029,930dollars as filed
Procter & Gamble Co742718109COM10,403$1,744,063dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG66,201$1,679,519dollars as filed
Boeing Company097023105COM9,204$1,629,108dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU27,213$1,514,676dollars as filed
Johnson & Johnson478160104COM10,448$1,510,982dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL45,736$1,502,428dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE56,487$1,404,267dollars as filed
Costco Wholesale Corporation22160K105COM1,492$1,367,075dollars as filed
JPMorgan Chase & Co46625H100COM5,291$1,268,225dollars as filed
Schwab US TIPS ETF808524870SHS47,892$1,237,050dollars as filed
Schwab Intermediate-Term US Treasury ETF808524854SHS48,891$1,187,562dollars as filed
iShares Gold Trust464285204COM23,132$1,145,265dollars as filed
Union Pacific Corporation907818108COM4,999$1,139,972dollars as filed
Visa Inc92826C839COM3,446$1,089,006dollars as filed
ISHARES TR464287887S&P SML 600 GWT7,465$1,010,537dollars as filed
ISHARES TR MSCI UK ETF NEW46435G334MSCI UK ETF NEW27,187$921,639dollars as filed
Marsh & McLennan Companies,Inc.571748102COM3,670$779,545dollars as filed
International Business Machines Corporation459200101COM3,332$732,474dollars as filed
Pfizer Inc.717081103COM27,246$722,845dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,555$677,014dollars as filed
VEEVA SYS INC CL A COM922475108Stock3,124$656,821dollars as filed
Coca-Cola Company191216100COM10,477$652,298dollars as filed
Walt Disney Co254687106COM5,299$589,992dollars as filed
KELLANOVA487836108COM6,779$548,896dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY14,177$537,308dollars as filed
CORNING INC219350105COM10,432$495,729dollars as filed
iShares Floating Rate Bond ETF46429B655SHS9,501$483,411dollars as filed
PepsiCo,Inc.713448108COM2,977$452,683dollars as filed
Home Depot, Inc437076102COM1,106$430,338dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock1,360$388,674dollars as filed
BANK OF NY MELLON CORP COM064058100Stock5,033$386,685dollars as filed
Dimensional Global Real Estate ETF25434V658COM15,026$383,764dollars as filed
McDonalds Corporation580135101COM1,283$371,936dollars as filed
Caterpillar Inc.149123101COM1,017$368,927dollars as filed
BLACKSTONE INC09260D107COM2,109$363,634dollars as filed
Eli Lilly and Company532457108COM468$361,296dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,552$360,871dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1833$354,442dollars as filed
Amgen Inc.031162100COM1,359$354,168dollars as filed
PERFORMANCE FOOD GROUP CO COM71377A103Stock3,849$325,433dollars as filed
NVIDIA Corp67066G104COM2,255$302,824dollars as filed
CALIFORNIA WTR SVC GROUP130788102COM6,611$299,677dollars as filed
YUM BRANDS INC COM988498101Stock1,973$264,698dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF806$259,661dollars as filed
META PLATFORMS INC CL A30303M102COM425$248,852dollars as filed
Bristol-Myers Squibb Company110122108COM4,319$244,311dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock198$234,788dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF9,968$231,955dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF12,484$230,956dollars as filed
Adobe Inc00724F101COM519$230,789dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF4,441$225,203dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,090$219,286dollars as filed
Merck & Co.,Inc.58933Y105COM2,164$215,275dollars as filed
ONEOK INC NEW682680103COM2,068$207,627dollars as filed
MasterCard, Inc57636Q104COM393$206,942dollars as filed
AEMETIS INC00770K202COM NEW23,200$62,408dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001078246-25-000001this filing2025-02-10acceptance time not in the bulk data set