HUTCHINSON CAPITAL MANAGEMENT/CA

CIK 0001078246 · Q1 2026

13F Equity AUM

$544.1M

-6.7% QoQ

Positions

-1 QoQ

AUM Rank

#4,109

Top 33%

Skill Alpha (FF)

-2.8%/yr^ns

No Clear Edge

Rank #6,127 · Top 75%

vs S&P -6.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 26.3%Top 10: 43.5%Top 20: 70.3%

BRK/B6.3%

GOOGL5.8%

AAPL5.5%

MSFT4.8%

XOM4.0%

BAC3.8%

PGR3.7%

MTBA3.5%

J3.2%

DUHP3.0%

Others (87)56.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services48.5%

Technology20.0%

Energy7.2%

Healthcare7.1%

Industrials6.7%

Communication Services6.1%

Consumer Cyclical3.1%

Other1.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 97Median: 0.23%Avg: 1.03%

0–0.5%

60(7.7%)

0.5–1%

6(3.7%)

1–3%

21(45.1%)

3–5%

7(26.0%)

5%+

3(17.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 94Unique: 3vs 20 funds

1.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.9%

MORGAN STANLEY

1.7%

BANK OF AMERICA CORP /DE/

1.9%

FMR LLC

2.7%

BlackRock, Inc.

1.9%

STATE STREET CORP

VANGUARD CAPITAL MANAGEMENT LLC

1.8%

GEODE CAPITAL MANAGEMENT, LLC

1.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased35Decreased36Exited6

New Positions

AVGO2.4%

+43K

INFL0.1%

+5K

PSX0.1%

+1K

GQ90.0%

+485

BMY0.0%

+4K

Increased

SCHO1.1%

+71K(+42%)

MTBA3.5%

+44K(+13%)

DFAX0.6%

+41K(+74%)

ZTS2.4%

+37K(+49%)

DFAC1.2%

+35K(+26%)

SCHR0.6%

+34K(+39%)

VTIP1.1%

+27K(+28%)

DCOR0.7%

+26K(+107%)

DCRE1.2%

+19K(+18%)

DFAI1.9%

+17K(+7%)

Decreased

SBUX0.1%

-155,620(-97%)

BAC3.8%

-124,124(-22%)

GOOGL5.8%

-30,455(-22%)

DFAU2.5%

-26,957(-8%)

NVO1.3%

-5,513(-3%)

J3.2%

-2,780(-2%)

WRB2.8%

-2,072(-1%)

WFC1.4%

-2,065(-2%)

PFE0.1%

-1,851(-9%)

AAPL5.5%

-1,755(-1%)

Exited

DGED

-91,607

AXP

-574

-754

RTX

-1,140

IEUR

-2,905

SCHW

-2,108

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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