13F-HR filed by HUTCHINSON CAPITAL MANAGEMENT/CA
HUTCHINSON CAPITAL MANAGEMENT/CA filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-12, with 97 holding rows worth $544,093,029.
- Accession
- 0001078246-26-000003
- Filer
- CIK 1078246
- Filed
- 2026-05-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 97 entries on the cover page, a total value of $544,093,029 stated on the cover page (in dollars after the unit check, H1), rows summing to $544,093,029 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 084670702 | COM | 71,628 | $34,324,138 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 109,552 | $31,502,773 | dollars as filed | |
| Apple Inc | 037833100 | COM | 117,025 | $29,699,801 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 69,843 | $25,853,725 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 128,591 | $21,816,759 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 427,690 | $20,849,870 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 101,419 | $20,105,324 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | MBS ETF | 379,512 | $18,770,664 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 137,768 | $17,535,068 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 448,326 | $16,480,464 | dollars as filed | |
| BURKE HERBERT FINL SVCS CORP | 12135Y108 | COM | 258,080 | $16,075,803 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 8,150 | $15,599,671 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 232,906 | $15,437,010 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 74,007 | $15,413,455 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 30,794 | $15,111,848 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 46,974 | $13,988,857 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 55,869 | $13,875,625 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 55,019 | $13,594,122 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 296,675 | $13,385,976 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 111,834 | $13,219,897 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 42,704 | $13,217,315 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 53,893 | $13,100,310 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 70,984 | $12,949,611 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 52,130 | $10,336,858 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 264,019 | $10,286,180 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 92,364 | $7,353,098 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 194,428 | $7,145,229 | dollars as filed | |
| DOUBLELINE ETF TRUST | 25861R303 | COMMERCIAL REAL | 127,826 | $6,641,839 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 168,710 | $6,556,071 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 123,573 | $6,172,481 | dollars as filed | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 240,649 | $5,840,552 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 50,770 | $3,659,502 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 17,036 | $3,524,748 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 98,278 | $3,327,693 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 103,001 | $3,318,692 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 97,639 | $3,316,797 | dollars as filed | |
| Schwab Intermediate-Term US Treasury ETF | 808524854 | SHS | 121,279 | $3,021,060 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 25,437 | $2,357,756 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 36,531 | $2,281,361 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 23,132 | $2,039,317 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 45,887 | $1,945,609 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 68,214 | $1,815,175 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,979 | $1,705,935 | dollars as filed | |
| Boeing Company | 097023105 | COM | 7,599 | $1,512,429 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,199 | $1,430,098 | dollars as filed | |
| CORNING INC | 219350105 | COM | 10,426 | $1,417,623 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 9,468 | $1,367,558 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 4,563 | $1,342,153 | dollars as filed | |
| ISHARES TR MSCI UK ETF NEW | 46435G334 | MSCI UK ETF NEW | 27,187 | $1,238,640 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,224 | $1,219,630 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 4,674 | $1,134,006 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 7,465 | $1,080,260 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 3,487 | $1,000,281 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 3,777 | $915,507 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,018 | $912,096 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 28,246 | $750,779 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 9,358 | $711,676 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 932 | $660,285 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 14,570 | $598,681 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 3,121 | $548,235 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 18,923 | $531,367 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 5,416 | $497,026 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 1,357 | $487,000 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,369 | $481,627 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,892 | $449,099 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 8,771 | $446,882 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 475 | $436,891 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 4,339 | $418,226 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,314 | $408,386 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,234 | $389,610 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,167 | $373,329 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 597 | $356,737 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 1,999 | $346,727 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V617 | WORLD EQUITY ETF | 4,537 | $334,740 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V823 | US REAL ESTA ETF | 13,966 | $330,296 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 6,398 | $326,170 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 3,689 | $316,000 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 951 | $312,872 | dollars as filed | |
| CALIFORNIA WTR SVC GROUP | 130788102 | COM | 6,612 | $299,788 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 806 | $287,387 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,335 | $280,877 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 2,965 | $273,699 | dollars as filed | |
| LISTED FD TR | 53656F623 | HORIZON KINETICS | 5,000 | $260,300 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 10,451 | $258,665 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 1,407 | $256,327 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 438 | $250,603 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 1,107 | $242,455 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 2,107 | $242,284 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 691 | $233,523 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 4,700 | $229,971 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 1,889 | $224,092 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 3,618 | $219,462 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 1,397 | $217,206 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,295 | $214,115 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 485 | $208,691 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 414 | $206,859 | dollars as filed | |
| AEMETIS INC | 00770K202 | COM NEW | 15,600 | $49,764 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001078246-26-000003 | this filing | 2026-05-12 | acceptance time not in the bulk data set |