HC

HUTCHINSON CAPITAL MANAGEMENT/CA

13F
HUTCHINSON CAPITAL MANAGEMENT/CA
Last update 2024-08-07 87 Stocks (9 new)
Value $489.00 Mil Turnover 11 %
Countries:
Top Holdings: MSFT(6.57%)AAPL(6.54%)BRK.B(6.30%)GOOGL(5.42%)NVO(5.14%)
Portfolio Report
Summary Stock Picks Current Portfolio
HUTCHINSON CAPITAL MANAGEMENT/... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
71,919
32144.130
+0.36%
6.570
+0.02%
0.000
+4.32%
+10.02%
3059156.044
Software
AAPL 		Apple Inc
151,834
31979.330
-1.78%
6.540
-0.10%
0.000
+6.90%
+16.50%
3377630.649
Hardware
BRK.B 		Berkshire Hathaway Inc
75,701
30795.170
+0.13%
6.300
+0.01%
0.000
+7.58%
+24.79%
959232.641
Insurance
GOOGL 		Alphabet Inc
145,454
26494.450
-0.02%
5.420
0%
0.000
+6.73%
+21.81%
2087029.120
Interactive Media
NVO 		Novo Nordisk A/S
175,974
25118.530
+0.22%
5.140
+0.01%
0.000
-12.27%
+7.63%
490086.209
Drug Manufacturers
PGR 		Progressive Corp
103,412
21479.730
-27.00%
4.390
-1.60%
0.020
+17.67%
+56.74%
145322.260
Insurance
BAC 		Bank of America Corp
533,601
21221.300
-24.27%
4.340
-1.31%
0.010
+15.02%
+26.84%
321340.198
Banks
J 		Jacobs Solutions Inc
149,853
20935.920
+0.24%
4.280
+0.01%
0.120
+21.35%
+31.97%
17604.745
Construction
UNH 		UnitedHealth Group Inc
33,681
17152.390
New Holding
3.510
+3.51%
0.000
-0.16%
+8.97%
521828.826
Healthcare Plans
XOM 		Exxon Mobil Corp
138,425
15935.460
+0.70%
3.260
+0.02%
0.000
+4.49%
+22.04%
522840.446
Oil & Gas

HUTCHINSON CAPITAL MANAGEMENT/CA's Historical Top Holdings Breakdowns

HUTCHINSON CAPITAL MANAGEMENT/CA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH 		UnitedHealth Group Inc2024-06-30New Buy
+3.51%
●
439.2 ($490.13) 524.63
$567.03
15.69%
New holding
33,681
33,681
OXY 		Occidental Petroleum Corp2024-06-30Sold Out
-2.84%
●
59.48 ($64.13) 69.26
$50.40
-21.41%
Sold Out
0
-216,230
SBUX 		Starbucks Corp2024-06-30New Buy
+2.65%
●
72.5 ($81.44) 91.53
$97.09
19.22%
New holding
166,552
166,552
CVS 		CVS Health Corp2024-06-30Sold Out
-2.52%
●
53.63 ($62.55) 79.56
$55.34
-11.53%
Sold Out
0
-155,809
ACN 		Accenture PLC2024-06-30New Buy
+2.26%
●
281.76 ($306.33) 339.17
$345.49
12.78%
New holding
36,436
36,436
PGR 		Progressive Corp2024-06-30Reduce
-1.60%
●
202.26 ($209.31) 215.9
$248.07
18.52%
Reduce -27%
103,412
-38,242
COF 		Capital One Financial Corp2024-06-30Reduce
-1.58%
●
133.7 ($140.29) 148.87
$166.05
18.36%
Reduce -40.9%
75,765
-52,423
BAC 		Bank of America Corp2024-06-30Reduce
-1.31%
●
34.68 ($38.32) 40.02
$41.88
9.29%
Reduce -24.27%
533,601
-171,000
WAT 		Waters Corp2024-06-30Add
+0.87%
●
286.47 ($319.12) 361.79
$387.17
21.32%
Add 41.18%
50,157
14,631
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-06-30Reduce
-0.50%
●
30.09 ($31.54) 32.37
$34.54
9.51%
Reduce -32.37%
160,230
-76,702

HUTCHINSON CAPITAL MANAGEMENT/CA Total Holding History ($B)

To

HUTCHINSON CAPITAL MANAGEMENT/CA's Asset Allocation

To

HUTCHINSON CAPITAL MANAGEMENT/CA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HUTCHINSON CAPITAL MANAGEMENT/CA's Hypothetical Growth since 2024-06-30

HUTCHINSON CAPITAL MANAGEMENT/CA's Yearly Returns

Year Portfolio % % Excess Gain %

HUTCHINSON CAPITAL MANAGEMENT/CA's Holdings Heat Map

Size field:

HUTCHINSON CAPITAL MANAGEMENT/CA's Holdings Bubble Chart

HUTCHINSON CAPITAL MANAGEMENT/CA News

  • 1

Discussions on HUTCHINSON CAPITAL MANAGEMENT/CA

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.