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CIK: 0002078477
Total reported value
$101.7M
$101.7M
58 檔
16.3%
In Q2 2025, Hutchinson Financial Advisors, INC's U.S. equity holdings reached a combined market value of $101.7M, distributed across 58 disclosed stock positions.
During Q2 2025, Hutchinson Financial Advisors, INC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.20% | — | — | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.79% | — | — | |
| 3 | HON | Honeywell International Inc | Stock-Industrials | 3.26% | — | — | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 3.19% | — | — | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.17% | — | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.07% | — | — | |
| 7 | ENB | Enbridge Inc | Stock-Energy | 2.99% | — | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.92% | — | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | — | — | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 2.76% | — | — | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.60% | — | — | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.55% | — | — | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 2.55% | — | — | |
| 14 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.54% | — | — | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.53% | — | — | |
| 16 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 2.38% | — | — | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 2.19% | — | — | |
| 18 | UL | Unilever PLC | Stock-Consumer Staples | 2.11% | — | — | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 2.08% | — | — | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.08% | — | — | |
| 21 | GD | General Dynamics CORP | Stock-Industrials | 1.88% | — | — | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.88% | — | — | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.79% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | — | — | |
| 25 | BAC | Bank Of America CORP | Stock-Financials | 1.73% | — | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.70% | — | — | |
| 27 | COP | Conocophillips | Stock-Energy | 1.67% | — | — | |
| 28 | ELV | Elevance Health Inc | Stock-Healthcare | 1.63% | — | — | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.53% | — | — | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.53% | — | — | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.47% | — | — | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.42% | — | — | |
| 33 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.42% | — | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.36% | — | — | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 1.34% | — | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 1.33% | — | — | |
| 37 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.31% | — | — | |
| 38 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.28% | — | — | |
| 39 | SNY | Sanofi-adr | Stock-Healthcare | 1.19% | — | — | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.18% | — | — | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.15% | — | — | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 1.13% | — | — | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 1.00% | — | — | |
| 44 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.92% | — | — | |
| 45 | ADSK | Autodesk Inc | Stock-Tech | 0.91% | — | — | |
| 46 | VAL | Valaris Limited | Stock-Energy | 0.82% | — | — | |
| 47 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.75% | — | — | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.74% | — | — | |
| 49 | FISV | Fiserv Inc | Stock-Other | 0.71% | — | — | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.71% | — | — |
According to official SEC Form 13F filings, Hutchinson Financial Advisors, INC reported a total U.S. public equity portfolio value of $101.7M across 58 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, SPYM, HON) accounted for 16.3% of total reported equity market value during Q2 2025.
During Q2 2025, Hutchinson Financial Advisors, INC's top holdings by market value included MSFT (5.2%)、SPYM (3.8%)、HON (3.3%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q2 2025, Hutchinson Financial Advisors, INC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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