HUTCHINSON CAPITAL MANAGEMENT/CA

RIA/Wealth

HUTCHINSON CAPITAL MANAGEMENT/CA is a RIA/Wealth based in San Rafael, CA led by Steven Kelley Wilkes, reporting $883.3M in AUM as of Q3 2025 with BRK.B as the largest holding (6% allocation).

CEOSteven Kelley Wilkes

Portfolio Value: $577.9M
Positions: 97
Top Holding: BRK.B at 6.25%
Last Reported: Q3 2025

Address1101 Fifth Avenue, Suite 160, San Rafael, CA, 94901, United States

Top Holdings

Largest long holdings in HUTCHINSON CAPITAL MANAGEMENT/CA's portfolio (45% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$36.1M	6.25%	-$205.6K Sold	0.00% 71.8K shares	Q4 2019 Held for 5y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$34.6M	5.98%	-$496.7K Sold	0.00% 66.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$34.1M	5.89%	-$568.6K Sold	0.00% 140.1K shares	Q1 2019 Held for 6y 8m
4 Apple AAPL	Consumer Electronics Technology	$30.2M	5.23%	-$308.1K Sold	0.00% 118.7K shares	Q1 2016 Held for 9y 8m
5 Bank of America BAC	Banks - Diversified Financial Services	$28.5M	4.93%	-$278.1K Sold	0.01% 552.0K shares	Q3 2020 Held for 5y 2m
6 Progressive PGR	Insurance - Property & Casualty Financial Services	$25.3M	4.37%	+$525.5K Bought	0.02% 102.3K shares	Q1 2020 Held for 5y 8m
7 Jacobs Solutions J	Engineering & Construction Industrials	$21.2M	3.66%	-$291.3K Sold	0.12% 141.1K shares	Q2 2015 Held for 10y 5m
8 W.R. Berkley WRB	Insurance - Property & Casualty Financial Services	$18.0M	3.11%	-$134.2K Sold	0.06% 234.5K shares	Q2 2023 Held for 2y 5m
9 Dimensional US High Profitability DUHP	ETF ETF	$16.4M	2.84%	+$311.4K Bought	— 435.1K shares	Q2 2022 Held for 3y 5m
10 Burke & Herbert Financial Services Corp. BHRB	Banks - Regional Financial Services	$15.9M	2.76%	+$61.7K Bought	1.72% 258.1K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in HUTCHINSON CAPITAL MANAGEMENT/CA's latest filing

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Market Value

$577.9M

Prior: $548.0M

Q/Q Change

+5.44%

+$29.8M

Net Flows % of MV

+1.59%

Turnover Ratio

3.43%

New Purchases

4 stocks

$12.1M

Added To

24 stocks

+$12.1M

Sold Out Of

1 stocks

$10.0M

Reduced Holdings

43 stocks

-$5.0M

Increased Positions

Position	Shares Δ	Change
1 Zoetis ZTS	New	0 → 78.6K +$11.5M
2 Oracle ORCL	New	0 → 753.0 +$211.8K
3 FNDF Schwab Fundamental International Equity FNDF	New	0 → 4.7K +$201.9K
4 Charles Schwab Corporation SCHW	New	0 → 2.1K +$200.6K
5 DCOR Dimensional US Core Equity 1 DCOR	+140.22%	4.2K → 10.0K +$421.6K

Decreased Positions

Position	Shares Δ	Change
1 CarMax KMX	Sold	148.2K → 0 −$10.0M
2 Bank of New York Mellon BK	-22.35%	2.5K → 1.9K −$59.9K
3 Walt Disney DIS	-14.76%	5.1K → 4.4K −$86.7K
4 Costco Wholesale COST	-11.61%	1.4K → 1.2K −$149.0K
5 JPMorgan Chase JPM	-10.5%	4.9K → 4.3K −$160.9K