Hutchinson Capital Management 13F 持仓 · 2026年Q2
Hutchinson Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 108 只证券，申报市值合计 5.84 亿美元。前几大持仓：BRKB（6.14%）、AAPL（5.98%）、GOOGL（5.44%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $35.8M | 6.14% | 71,609 | 减持 |
| 2 | AAPL | APPLE INC | $34.9M | 5.98% | 120,621 | 增持 |
| 3 | GOOGL | ALPHABET INC | $31.7M | 5.44% | 88,790 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $26.3M | 4.50% | 70,412 | 增持 |
| 5 | PGR | PROGRESSIVE CORP | $22.0M | 3.78% | 100,917 | 减持 |
| 6 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $19.7M | 3.38% | 401,942 | 增持 |
| 7 | XOM | EXXON MOBIL CORP | $19.1M | 3.28% | 139,820 | 增持 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $18.8M | 3.23% | 451,548 | 增持 |
| 9 | BHRB | BURKE HERBERT FINL SVCS CORP | $18.6M | 3.19% | 259,080 | 增持 |
| 10 | J | JACOBS SOLUTIONS INC | $17.9M | 3.06% | 141,913 | 增持 |
| 11 | AMZN | AMAZON COM INC | $17.6M | 3.02% | 73,894 | 减持 |
| 12 | WAT | WATERS CORP | $17.4M | 2.98% | 46,381 | 减持 |
| 13 | AVGO | BROADCOM INC | $16.4M | 2.81% | 43,442 | 增持 |
| 14 | WRB | BERKLEY W R CORP | $16.4M | 2.80% | 231,879 | 减持 |
| 15 | BAC | BANK OF AMER CORP | $16.3M | 2.79% | 285,955 | 减持 |
| 16 | HUBB | HUBBELL INC | $16.1M | 2.76% | 30,746 | 减持 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $15.6M | 2.67% | 301,928 | 增持 |
| 18 | VLO | VALERO ENERGY CORP | $14.2M | 2.44% | 54,587 | 减持 |
| 19 | VRSN | VERISIGN INC | $14.0M | 2.39% | 55,557 | 减持 |
| 20 | MA | MASTERCARD INCORPORATED | $12.0M | 2.06% | 23,428 | 增持 |
| 21 | DFAI | DIMENSIONAL ETF TRUST | $11.6M | 1.99% | 282,045 | 增持 |
| 22 | MKL | MARKEL GROUP INC | $10.7M | 1.83% | 5,484 | 减持 |
| 23 | ADBE | ADOBE INC | $10.6M | 1.82% | 51,886 | 减持 |
| 24 | NVO | NOVO-NORDISK A S | $9.0M | 1.54% | 187,985 | 减持 |
| 25 | COF | CAPITAL ONE FINL CORP | $8.9M | 1.52% | 44,143 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR