Hutchinson Financial Advisors, INC Portfolio Holdings
Q3 2025•67 long positions•$101.7M portfolio value
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Holding67 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $4.9M 4.84% | +$88.6K Bought | 0.0% 9.5K shares | 9.3K → 9.5K +$88.6K | +1.83% | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $3.8M 3.74% | +$19.4K Bought | 0.0% 15.6K shares | 15.6K → 15.6K +$19.4K | +0.51% | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $3.7M 3.66% | +$2.1M Bought | — 48.8K shares | 20.8K → 48.8K +$2.1M | +134.36% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $3.5M 3.48% | +$612.3K Bought | 0.0% 7.0K shares | 5.8K → 7.0K +$612.3K | +20.92% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $3.3M 3.24% | +$61.9K Bought | 0.0% 12.9K shares | 12.7K → 12.9K +$61.9K | +1.91% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 3.07% | -$521.3K Sold | — 39.9K shares | 46.6K → 39.9K −$521.3K | -14.32% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.9M 2.82% | +$594.4K Bought | — 28.8K shares | 22.8K → 28.8K +$594.4K | +26.16% | — — | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $2.9M 2.81% | +$125.3K Bought | 0.0% 8.4K shares | 8.0K → 8.4K +$125.3K | +4.58% | $662.60B Mega Cap | Q2 2025 Held for 5 months | |
Conglomerates Industrials | $2.8M 2.72% | +$142.5K Bought | 0.002% 13.2K shares | 12.5K → 13.2K +$142.5K | +5.42% | $133.65B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $2.7M 2.67% | +$109.8K Bought | 0.0% 12.4K shares | 11.9K → 12.4K +$109.8K | +4.22% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.7M 2.65% | +$1.3M Bought | — 63.2K shares | 32.5K → 63.2K +$1.3M | +94.3% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $2.7M 2.61% | +$67.1K Bought | 0.001% 27.1K shares | 26.4K → 27.1K +$67.1K | +2.59% | $204.31B Mega Cap | Q2 2025 Held for 5 months | |
Asset Management Financial Services | $2.6M 2.56% | +$64.9K Bought | 0.003% 23.9K shares | 23.3K → 23.9K +$64.9K | +2.55% | $76.8B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $2.5M 2.43% | -$451.7K Sold | 0.0% 8.8K shares | 10.4K → 8.8K −$451.7K | -15.44% | $801.76B Mega Cap | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $2.4M 2.38% | +$55.2K Bought | 0.001% 25.3K shares | 24.8K → 25.3K +$55.2K | +2.33% | $173.30B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $2.3M 2.27% | +$20.9K Bought | — 8.3K shares | 8.2K → 8.3K +$20.9K | +0.92% | — — | Q2 2025 Held for 5 months | |
Oil & Gas Midstream Energy | $2.1M 2.1% | -$830.5K Sold | 0.002% 42.4K shares | 58.9K → 42.4K −$830.5K | -27.94% | $110.03B Large Cap | Q2 2025 Held for 5 months | |
Travel Services Consumer Cyclical | $2.1M 2.09% | — | 0.001% 394.0 shares | — | — | $174.99B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $2.1M 2.08% | +$174.1K Bought | 0.0% 18.8K shares | 17.3K → 18.8K +$174.1K | +8.95% | $480.68B Mega Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $2.0M 1.97% | +$38.9K Bought | 0.002% 5.9K shares | 5.8K → 5.9K +$38.9K | +1.98% | $91.7B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $1.9M 1.85% | -$349.2K Sold | 0.002% 3.8K shares | 4.6K → 3.8K −$349.2K | -15.64% | $123.06B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.9M 1.84% | +$39.7K Bought | — 31.5K shares | 30.9K → 31.5K +$39.7K | +2.17% | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $1.7M 1.7% | +$40.1K Bought | 0.0% 5.5K shares | 5.4K → 5.5K +$40.1K | +2.37% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $1.7M 1.66% | +$1.6K Bought | 0.0% 32.7K shares | 32.7K → 32.7K +$1.6K | +0.09% | $382.12B Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | $1.6M 1.56% | +$13.0K Bought | 0.001% 16.8K shares | 16.6K → 16.8K +$13.0K | +0.82% | $118.14B Large Cap | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $1.6M 1.54% | -$469.3K Sold | 0.0% 2.8K shares | 3.6K → 2.8K −$469.3K | -23.04% | $514.21B Mega Cap | Q2 2025 Held for 5 months | |
Medical - Diagnostics & Research Healthcare | $1.5M 1.5% | — | 0.005% 8.0K shares | — | — | $32.3B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $1.5M 1.48% | — | 0.0% 2.1K shares | — | — | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | $1.5M 1.47% | +$20.6K Bought | 0.001% 47.7K shares | 47.0K → 47.7K +$20.6K | +1.4% | $116.01B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 1.45% | -$20.8K Sold | — 14.1K shares | 14.3K → 14.1K −$20.8K | -1.39% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 1.41% | -$258.2K Sold | — 25.9K shares | 30.6K → 25.9K −$258.2K | -15.26% | — — | Q2 2025 Held for 5 months | |
Industrial - Machinery Industrials | $1.4M 1.38% | +$1.4M New | 0.006% 8.4K shares | 0 → 8.4K +$1.4M | New | $22.9B Large Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $1.4M 1.38% | +$38.3K Bought | 0.001% 8.4K shares | 8.2K → 8.4K +$38.3K | +2.8% | $223.98B Mega Cap | Q2 2025 Held for 5 months | |
Beverages - Non-Alcoholic Consumer Defensive | $1.3M 1.28% | +$7.7K Bought | 0.001% 9.3K shares | 9.2K → 9.3K +$7.7K | +0.6% | $192.27B Large Cap | Q2 2025 Held for 5 months | |
Medical - Healthcare Plans Healthcare | $1.2M 1.22% | +$34.9K Bought | 0.002% 3.9K shares | 3.7K → 3.9K +$34.9K | +2.88% | $72.8B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.2M 1.22% | +$30.0K Bought | — 9.7K shares | 9.4K → 9.7K +$30.0K | +2.48% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 1.21% | +$1.2M New | — 13.4K shares | 0 → 13.4K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
Medical - Instruments & Supplies Healthcare | $1.1M 1.12% | +$22.8K Bought | 0.002% 6.1K shares | 5.9K → 6.1K +$22.8K | +2.05% | $53.6B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $1.1M 1.05% | +$26.5K Bought | 0.001% 4.3K shares | 4.2K → 4.3K +$26.5K | +2.56% | $120.87B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $1.1M 1.04% | +$18.7K Bought | — 22.4K shares | 22.0K → 22.4K +$18.7K | +1.8% | — — | Q2 2025 Held for 5 months | |
Entertainment Communication Services | $1.0M 1.02% | -$130.2K Sold | 0.001% 9.1K shares | 10.2K → 9.1K −$130.2K | -11.11% | $205.86B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.0M 0.995% | -$189.1K Sold | — 23.2K shares | 27.5K → 23.2K −$189.1K | -15.74% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $952.3K 0.936% | -$98.5K Sold | — 18.8K shares | 20.7K → 18.8K −$98.5K | -9.38% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $852.6K 0.838% | +$14.6K Bought | 0.001% 2.7K shares | 2.6K → 2.7K +$14.6K | +1.74% | $67.7B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $820.3K 0.806% | -$209.0K Sold | 0.0% 3.5K shares | 4.3K → 3.5K −$209.0K | -20.31% | $225.62B Mega Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $817.0K 0.803% | — | 0.001% 2.3K shares | — | — | $147.66B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $795.2K 0.782% | +$15.7K Bought | — 8.3K shares | 8.2K → 8.3K +$15.7K | +2.01% | — — | Q2 2025 Held for 5 months | |
Oil & Gas Equipment & Services Energy | $784.1K 0.771% | -$67.1K Sold | 0.023% 16.1K shares | 17.5K → 16.1K −$67.1K | -7.88% | $3.5B Mid Cap | Q2 2025 Held for 5 months | |
ETF ETF | $758.6K 0.746% | +$96.6K Bought | — 29.5K shares | 25.7K → 29.5K +$96.6K | +14.6% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $755.4K 0.743% | — | — 22.9K shares | — | — | — — | Q2 2025 Held for 5 months |
