HI
Hutchens Investment Management Inc Historical SEC 13F Holdings & Archive (Q4 2017)
Hutchens Investment Management IncCIK: 0001054880
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$105.8M
Reporting period: 2017-12-31 · Number of holdings: 86
Hutchens Investment Management Inc disclosed 86 holdings in its latest 13F filing for the period ending 2017-12-31, with total reported value of $105.8M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 7.4
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 44.98
- Diversification
- 100
- Sizing Uniformity
- 92.27
Hutchens Investment Management Inc's disclosed holdings carry a Herfindahl concentration index of 0.019 — mathematically equivalent to about 54 equally-sized positions, close to its 86 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.77), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim SCHW
-86.9% -$2.4M
New buy IBM
New buy SPGI
Sold out INTU
Sold out ADBE
Sold out PM
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.06% | — | -2.30% | |
| 2 | BA | Boeing Co/the | Stock-Industrials | 3.02% | +0.46% | -2.28% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.89% | — | -5.06% | |
| 4 | CSCO | Cisco Systems Inc | Stock-Tech | 2.79% | +0.29% | -5.82% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 2.69% | — | -9.38% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.68% | +0.40% | +2.93% | |
| 7 | DD | DuPont de Nemours, Inc. | Stock-Other | 2.57% | — | -3.39% | |
| 8 | INTC | Intel CORP | Stock-Tech | 2.57% | +0.52% | -0.69% | |
| 9 | MMM | 3m Co | Stock-Industrials | 2.53% | +0.45% | +3.77% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | +0.41% | -4.65% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.38% | — | -3.74% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 2.32% | +0.35% | +4.33% | |
| 13 | BXUSD | Blackstone Group Lp/the | Stock-Other | 2.23% | -0.15% | -6.51% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 2.20% | -0.44% | -26.50% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | +0.40% | +3.04% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.14% | — | -4.19% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 2.12% | +2.12% | NEW | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.02% | -0.26% | -15.57% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 2.01% | -0.15% | -4.08% | |
| 20 | FTV | Fortive CORP | Stock-Tech | 1.98% | — | +4.78% | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.97% | +0.26% | +4.01% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 1.96% | +1.96% | NEW | |
| 23 | AVGO | Broadcom Inc. | Stock-Tech | 1.89% | — | -1.61% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.87% | — | -5.33% | |
| 25 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.85% | — | +4.30% | |
| 26 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.84% | +0.30% | +5.56% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 1.72% | — | +4.90% | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 1.70% | -0.24% | -14.05% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.70% | +0.36% | +8.23% | |
| 30 | BKNG | Booking Holdings Inc. | Stock-Consumer Disc | 1.68% | -0.12% | -5.27% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 1.64% | -0.53% | -29.23% | |
| 32 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 1.64% | +0.33% | +5.23% | |
| 33 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.50% | — | +0.01% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 1.49% | — | +13.74% | |
| 35 | CELG | Celgene CORP | Stock-Other | 1.44% | -1.08% | -23.18% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.40% | +0.25% | +6.87% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 1.39% | — | +7.17% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | — | -15.34% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.29% | -0.93% | +59.86% | |
| 40 | SLB | Slb LTD | Stock-Energy | 1.25% | -0.47% | -27.85% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.23% | +0.22% | +16.26% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.04% | — | — | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.94% | +0.25% | +14.98% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.84% | — | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.76% | -54.82% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | — | +17.51% | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.61% | — | +23.08% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | — | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | — | — | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.54% | — | -0.51% |
1–50 of 86
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Hutchens Investment Management Inc's most significant position changes for 2017-12-31: New buy: Intl Business Machines CORP (IBM); Sold out: Intuit Inc (INTU); Sold out: Adobe Inc (ADBE); New buy: S&p Global Inc (SPGI); Sold out: Philip Morris International (PM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +2.1% | NEW | New buy |
| 2 | SPGI | S&p Global Inc | +2% | NEW | New buy |
| 3 | INTC | Intel CORP | +0.5% | -0.69% | Trim |
| 4 | BA | Boeing Co/the | +0.5% | -2.28% | Trim |
| 5 | MMM | 3m Co | +0.5% | +3.77% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | -4.65% | Trim |
| 7 | MSFT | Microsoft CORP | +0.4% | +3.04% | Add |
| 8 | AAPL | Apple Inc | +0.4% | +2.93% | Add |
| 9 | UNH | Unitedhealth Group Inc | +0.4% | +8.23% | Add |
| 10 | DHR | Danaher CORP | +0.4% | +4.33% | Add |
| 11 | NVR | Nvr Inc | +0.3% | NEW | New buy |
| 12 | STZ | Constellation Brands Inc-a | +0.3% | +5.23% | Add |
| 13 | DIS | Walt Disney Co/the | +0.3% | +5.56% | Add |
| 14 | CTAS | Cintas CORP | +0.3% | NEW | New buy |
| 15 | CHE | Chemed CORP | +0.3% | NEW | New buy |
| 16 | CSCO | Cisco Systems Inc | +0.3% | -5.82% | Trim |
| 17 | AJG | Arthur J Gallagher & Co | +0.3% | NEW | New buy |
| 18 | AVY | Avery Dennison CORP | +0.3% | NEW | New buy |
| 19 | XYL | Xylem Inc | +0.3% | NEW | New buy |
| 20 | MAS | Masco CORP | +0.3% | NEW | New buy |
| 21 | SBUX | Starbucks CORP | +0.3% | +4.01% | Add |
| 22 | ZTS | Zoetis Inc | +0.3% | +14.98% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.3% | +6.87% | Add |
| 24 | OPLN | Openlane Inc | +0.2% | NEW | New buy |
| 25 | LMEUR | Legg Mason Inc | +0.2% | NEW | New buy |
| 26 | ROL | Rollins Inc | +0.2% | NEW | New buy |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +16.26% | Add |
| 28 | BR | Broadridge Financial Solutio | +0.2% | NEW | New buy |
| 29 | BKNG | Booking Holdings Inc. | -0.1% | -5.27% | Trim |
| 30 | BXUSD | Blackstone Group Lp/the | -0.2% | -6.51% | Trim |
| 31 | AMGN | Amgen Inc | -0.2% | -4.08% | Trim |
| 32 | GWPH | Gw Pharmaceuticals LTD | -0.2% | EXIT | Sold out |
| 33 | AMAT | Applied Materials Inc | -0.2% | -14.05% | Trim |
| 34 | DNKN | Dunkin' Brands Group Inc | -0.2% | EXIT | Sold out |
| 35 | FRCB | First Republic Bank/ca | -0.2% | EXIT | Sold out |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.3% | -15.57% | Trim |
| 37 | SNAP | Snap Inc - A | -0.3% | EXIT | Sold out |
| 38 | IT | Gartner Inc | -0.3% | EXIT | Sold out |
| 39 | TWTRUSD | Twitter Inc | -0.3% | EXIT | Sold out |
| 40 | SYK | Stryker CORP | -0.4% | -26.50% | Trim |
| 41 | SLB | Slb LTD | -0.5% | -27.85% | Trim |
| 42 | ICE | Intercontinental Exchange In | -0.5% | -29.23% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.8% | -54.82% | Trim |
| 44 | ISRG | Intuitive Surgical Inc | -0.9% | +59.86% | Add |
| 45 | CELG | Celgene CORP | -1.1% | -23.18% | Trim |
| 46 | ADP | Automatic Data Processing | -1.1% | -87.11% | Trim |
| 47 | PM | Philip Morris International | -1.3% | EXIT | Sold out |
| 48 | ADBE | Adobe Inc | -1.9% | EXIT | Sold out |
| 49 | INTU | Intuit Inc | -1.9% | EXIT | Sold out |
| 50 | SCHW | Schwab (charles) CORP | -2.2% | -86.85% | Trim |
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Hutchens Investment Management Inc and what type of investor is it?
Hutchens Investment Management Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-12-31), the firm manages a tracked equity portfolio valued at approximately $105.8M, spread across 86 disclosed positions.
What are Hutchens Investment Management Inc's largest equity positions?
Based on the latest 13F filing, Hutchens Investment Management Inc's top holdings by market value are:
1. Lockheed Martin CORP (LMT) — $3.2M (3.1%)
2. Boeing Co/the (BA) — $3.2M (3.0%)
3. Jpmorgan Chase & Co (JPM) — $3.1M (2.9%)
4. Cisco Systems Inc (CSCO) — $3.0M (2.8%)
5. Mastercard Inc - A (MA) — $2.8M (2.7%)
What changes did Hutchens Investment Management Inc make in its most recent portfolio filing?
In the latest reported quarter, Hutchens Investment Management Inc made 50 notable position adjustments: 13 new positions were initiated, 12 existing holdings were added to, 16 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Intl Business Machines CORP (IBM); Sold out: Intuit Inc (INTU); Sold out: Adobe Inc (ADBE); New buy: S&p Global Inc (SPGI); Sold out: Philip Morris International (PM)
What sectors does Hutchens Investment Management Inc focus on?
Hutchens Investment Management Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 24.9%
• Health Care: 16.6%
• Industrials: 13.9%
• Financials: 12.6%
• Consumer Discretionary: 10.6%
• Communication Services: 9.5%
Investment Profile
Hutchens Investment Management Inc's portfolio is broadly diversified and long-term-holding.
Its turnover score has fallen from 50 to 0 over the past 4 quarters — a shift toward longer holding periods.
It has added to its BA position over the past two quarters (+$815.0K, now $3.2M), while trimming SCHW over the same stretch (-$2.5M, still holding $444.0K).
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Sector conviction52.7
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KC
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