Hutchinson Financial Advisors, INC 13F Holdings · last filed Q3 2025
Hutchinson Financial Advisors, INC reported 67 securities worth $101.74M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: MSFT (4.84%), GOOGL (3.74%), GLDM (3.66%). Among its top 25 positions this quarter: 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP COM | $4.9M | 4.84% | 9,502 | Added |
| 2 | GOOGL | ALPHABET INC CL A | $3.8M | 3.74% | 15,645 | Added |
| 3 | GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | $3.7M | 3.66% | 48,768 | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.5M | 3.48% | 7,039 | Added |
| 5 | AAPL | APPLE INC COM | $3.3M | 3.24% | 12,942 | Added |
| 6 | SPYM | SPDR SER TR PORTFOLIO S&P 500 ETF | $3.1M | 3.07% | 39,898 | Trimmed |
| 7 | BILS | SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF | $2.9M | 2.82% | 28,803 | Added |
| 8 | V | VISA INC COM CL A | $2.9M | 2.81% | 8,378 | Added |
| 9 | HON | HONEYWELL INTL INC COM | $2.8M | 2.72% | 13,158 | Added |
| 10 | AMZN | AMAZON COM INC COM | $2.7M | 2.67% | 12,351 | Added |
| 11 | SPDW | SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF | $2.7M | 2.65% | 63,172 | Added |
| 12 | UBER | UBER TECHNOLOGIES INC COM | $2.7M | 2.61% | 27,114 | Added |
| 13 | BNY | BANK NEW YORK MELLON CORP COM | $2.6M | 2.56% | 23,932 | Added |
| 14 | ORCL | ORACLE CORP COM | $2.5M | 2.43% | 8,795 | Trimmed |
| 15 | SCHW | SCHWAB CHARLES CORP NEW COM | $2.4M | 2.38% | 25,347 | Added |
| 16 | TSM | TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | $2.3M | 2.27% | 8,263 | Added |
| 17 | ENB | ENBRIDGE INC COM ISIN#CA29250N1050 | $2.1M | 2.10% | 42,434 | Trimmed |
| 18 | BKNG | BOOKING HLDGS INC COM | $2.1M | 2.09% | 394 | Hold |
| 19 | XOM | EXXON MOBIL CORP COM | $2.1M | 2.08% | 18,799 | Added |
| 20 | GD | GENERAL DYNAMICS CORP COM | $2.0M | 1.97% | 5,880 | Added |
| 21 | CRWD | CROWDSTRIKE HLDGS INC CL A | $1.9M | 1.85% | 3,839 | Trimmed |
| 22 | UL | UNILEVER PLC SPON ADR NEW ISIN#US9047677045 | $1.9M | 1.84% | 31,532 | Added |
| 23 | JPM | JPMORGAN CHASE & CO COM | $1.7M | 1.70% | 5,478 | Added |
| 24 | BAC | BANK AMER CORP COM | $1.7M | 1.66% | 32,732 | Added |
| 25 | COP | CONOCOPHILLIPS COM | $1.6M | 1.56% | 16,778 | Added |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR