# HUTCHINSON CAPITAL MANAGEMENT/CA: Form 13F holdings

An institutional investment manager in SAN RAFAEL, CA. SEC CIK 1078246.

- Quarter ended: 2026-06-30
- Filed: 2026-08-10
- Reported value: $583.7m
- Positions: 108 (108 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1078246/000107824626000004/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $35.8m | 6.1% | 71,609 |  | Reduced −19 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $34.9m | 6.0% | 120,621 |  | Added +3,596 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $31.7m | 5.4% | 88,790 |  | Reduced −20,762 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $26.3m | 4.5% | 70,412 |  | Added +569 |
| [PROGRESSIVE CORP (PGR)](/companies/pgr.md) | COM | $22.0m | 3.8% | 100,917 |  | Reduced −502 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $19.7m | 3.4% | 401,942 |  | Added +22,430 |
| EXXON MOBIL CORP | COM | $19.1m | 3.3% | 139,820 |  | Added +11,229 |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $18.8m | 3.2% | 451,548 |  | Added +3,222 |
| [BURKE HERBERT FINL SVCS CORP (BHRB)](/companies/bhrb.md) | COM | $18.6m | 3.2% | 259,080 |  | Added +1,000 |
| [JACOBS SOLUTIONS INC (J)](/companies/j.md) | COM | $17.9m | 3.1% | 141,913 |  | Added +4,145 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $17.6m | 3.0% | 73,894 |  | Reduced −113 |
| [WATERS CORP (WAT)](/companies/wat.md) | COM | $17.4m | 3.0% | 46,381 |  | Reduced −593 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $16.4m | 2.8% | 43,442 |  | Added +738 |
| [BERKLEY W R CORP (WRB)](/companies/wrb.md) | COM | $16.4m | 2.8% | 231,879 |  | Reduced −1,027 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $16.3m | 2.8% | 285,955 |  | Reduced −141,735 |
| [HUBBELL INC (HUBB)](/companies/hubb.md) | COM | $16.1m | 2.8% | 30,746 |  | Reduced −48 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $15.6m | 2.7% | 301,928 |  | Added +5,253 |
| [VALERO ENERGY CORP (VLO)](/companies/vlo.md) | COM | $14.2m | 2.4% | 54,587 |  | Reduced −432 |
| [VERISIGN INC (VRSN)](/companies/vrsn.md) | COM | $14.0m | 2.4% | 55,557 |  | Reduced −312 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $12.0m | 2.1% | 23,428 |  | Added +23,014 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $11.6m | 2.0% | 282,045 |  | Added +18,026 |
| [MARKEL GROUP INC (MKL)](/companies/mkl.md) | COM | $10.7m | 1.8% | 5,484 |  | Reduced −2,666 |
| [ADOBE INC (ADBE)](/companies/adbe.md) | COM | $10.6m | 1.8% | 51,886 |  | Reduced −2,007 |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $9.0m | 1.5% | 187,985 |  | Reduced −6,443 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $8.9m | 1.5% | 44,143 |  | Reduced −26,841 |
| [ZOETIS INC (ZTS)](/companies/zts.md) | CL A | $7.8m | 1.3% | 108,344 |  | Reduced −3,490 |
| [WELLS FARGO & CO (WFC)](/companies/wfc.md) | COM | $7.6m | 1.3% | 92,391 |  | Added +27 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $7.3m | 1.3% | 164,817 |  | Reduced −3,893 |
| DOUBLELINE ETF TRUST | COMMERCIAL REAL | $7.0m | 1.2% | 135,006 |  | Added +7,180 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.8m | 1.2% | 135,668 |  | Added +12,095 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $6.2m | 1.1% | 50,121 |  | Reduced −2,009 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $6.1m | 1.1% | 253,954 |  | Added +13,305 |
| DIMENSIONAL ETF TRUST | US COR EQU 1 ETF | $5.4m | 0.9% | 65,872 |  | Added +15,102 |
| [HONEYWELL INTL INC (HON)](/companies/hon.md) | COM | $5.4m | 0.9% | 23,924 |  | New +23,924 |
| [HONEYWELL AEROSPACE INC (HONA)](/companies/hona.md) | COM | $5.3m | 0.9% | 23,923 |  | New +23,923 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.1m | 0.7% | 102,801 |  | Added +4,523 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $4.1m | 0.7% | 111,936 |  | Added +14,297 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $4.0m | 0.7% | 162,823 |  | Added +41,544 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $3.6m | 0.6% | 106,622 |  | Added +3,621 |
| [CHEVRON CORPORATION (CVX)](/companies/cvx.md) | COM | $3.1m | 0.5% | 18,541 |  | Added +1,505 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $2.8m | 0.5% | 40,343 |  | Added +3,812 |
| [CORNING INC (GLW)](/companies/glw.md) | COM | $2.6m | 0.5% | 10,369 |  | Reduced −57 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | $2.1m | 0.4% | 45,887 |  | Unchanged |
| SCHWAB STRATEGIC TR | US TIPS ETF | $2.0m | 0.3% | 73,860 |  | Added +5,646 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $1.8m | 0.3% | 6,939 |  | Reduced −40 |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $1.7m | 0.3% | 23,132 |  | Unchanged |
| [BOEING CO (BA)](/companies/ba.md) | COM | $1.7m | 0.3% | 7,751 |  | Added +152 |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $1.6m | 0.3% | 20,343 |  | Reduced −5,094 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $1.5m | 0.3% | 4,630 |  | Added +67 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $1.5m | 0.3% | 2,007 |  | Reduced −192 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $1.4m | 0.2% | 3,836 |  | Added +349 |
| ISHARES TR | S&P SML 600 GWT | $1.3m | 0.2% | 7,465 |  | Unchanged |
| ISHARES TR | MSCI UK ETF NEW | $1.3m | 0.2% | 27,187 |  | Unchanged |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $1.2m | 0.2% | 1,297 |  | Added +73 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $1.2m | 0.2% | 5,884 |  | Added +3,650 |
| [INTERNATIONAL BUSINESS MACHS (IBM)](/companies/ibm.md) | COM | $1.1m | 0.2% | 3,993 |  | Added +216 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $1.0m | 0.2% | 3,033 |  | Added +15 |
| [CATERPILLAR INC (CAT)](/companies/cat.md) | COM | $963.7k | 0.2% | 905 |  | Reduced −27 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | $882.7k | 0.2% | 30,471 |  | Added +2,225 |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $811.2k | 0.1% | 5,532 |  | Reduced −3,936 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $763.7k | 0.1% | 9,397 |  | Added +39 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | $679.4k | 0.1% | 14,570 |  | Unchanged |
| [ROCKWELL AUTOMATION INC (ROK)](/companies/rok.md) | COM | $664.4k | 0.1% | 1,342 |  | Reduced −15 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $636.9k | 0.1% | 531 |  | Added +56 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $593.3k | 0.1% | 514 |  | New +514 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $587.2k | 0.1% | 3,309 |  | Added +188 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $587.2k | 0.1% | 855 |  | Added +258 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $506.7k | <0.1% | 9,541 |  | New +9,541 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $496.4k | <0.1% | 1,371 |  | Added +2 |
| [HOME DEPOT INC (HD)](/companies/hd.md) | COM | $488.2k | <0.1% | 1,384 |  | Added +433 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $460.9k | <0.1% | 3,404 |  | Added +512 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $455.7k | <0.1% | 18,926 |  | Added +3 |
| [PERFORMANCE FOOD GROUP CO (PFGC)](/companies/pfgc.md) | COM | $441.5k | <0.1% | 3,949 |  | Added +260 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $433.4k | <0.1% | 746 |  | New +746 |
| ISHARES TR | FLTG RATE NT ETF | $427.6k | <0.1% | 8,376 |  | Reduced −395 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $413.7k | <0.1% | 1,107 |  | New +1,107 |
| VANECK ETF TRUST | GOLD MINERS ETF | $408.6k | <0.1% | 5,416 |  | Unchanged |
| [MCDONALDS CORP (MCD)](/companies/mcd.md) | COM | $403.9k | <0.1% | 1,494 |  | Added +180 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | $377.6k | <0.1% | 4,561 |  | Added +24 |
| DIMENSIONAL ETF TRUST | US REAL ESTA ETF | $365.4k | <0.1% | 13,966 |  | Unchanged |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $353.7k | <0.1% | 4,894 |  | New +4,894 |
| [MARSH & MCLENNAN COS INC (MRSH)](/companies/mrsh.md) | COM | $335.2k | <0.1% | 2,011 |  | Added +12 |
| [CALIFORNIA WTR SVC GROUP (CWT)](/companies/cwt.md) | COM | $330.3k | <0.1% | 6,789 |  | Added +177 |
| ISHARES TR | RUS 1000 ETF | $330.1k | <0.1% | 806 |  | Unchanged |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $326.7k | <0.1% | 580 |  | Added +142 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $326.3k | <0.1% | 6,398 |  | Unchanged |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $325.4k | <0.1% | 5,647 |  | Added +2,029 |
| [DISNEY WALT CO (DIS)](/companies/dis.md) | COM | $311.6k | <0.1% | 3,237 |  | Reduced −1,102 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $297.9k | <0.1% | 2,318 |  | Reduced −17 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $289.5k | <0.1% | 10,451 |  | Unchanged |
| [BANK OF NY MELLON CORP (BNY)](/companies/bny.md) | COM | $275.0k | <0.1% | 1,902 |  | Added +13 |
| [OREILLY AUTOMOTIVE INC (ORLY)](/companies/orly.md) | COM | $274.7k | <0.1% | 2,983 |  | Added +18 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $271.5k | <0.1% | 900 |  | New +900 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $270.2k | <0.1% | 230 |  | New +230 |
| LISTED FDS TR | HORI KI INFL ETF | $249.4k | <0.1% | 5,000 |  | Unchanged |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $248.0k | <0.1% | 4,700 |  | Unchanged |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $247.9k | <0.1% | 2,107 |  | Unchanged |
| [PHILLIPS 66 (PSX)](/companies/psx.md) | COM | $239.5k | <0.1% | 1,417 |  | Added +10 |
| [REPUBLIC SVCS INC (RSG)](/companies/rsg.md) | COM | $236.5k | <0.1% | 1,110 |  | Added +3 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $235.4k | <0.1% | 1,301 |  | Added +6 |
| [YUM BRANDS INC (YUM)](/companies/yum.md) | COM | $224.6k | <0.1% | 1,405 |  | Added +8 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $216.6k | <0.1% | 6,832 |  | New +6,832 |
| [ABBOTT LABORATORIES (ABT)](/companies/abt.md) | COM | $214.1k | <0.1% | 2,360 |  | New +2,360 |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $212.0k | <0.1% | 842 |  | New +842 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $204.8k | <0.1% | 487 |  | New +487 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $204.7k | <0.1% | 1,079 |  | New +1,079 |
| [WESTERN DIGITAL CORP (WDC)](/companies/wdc.md) | COM | $200.6k | <0.1% | 314 |  | New +314 |
| [AEMETIS INC (AMTX)](/companies/amtx.md) | COM NEW | $28.9k | <0.1% | 17,600 |  | Added +2,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $0 | 0.0% | 0 |  | Sold out −485 |
| [STARBUCKS CORP (SBUX)](/companies/sbux.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,167 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $0 | 0.0% | 0 |  | Sold out −691 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $0 | 0.0% | 0 |  | Sold out −4,674 |

Source: SEC EDGAR, Form 13F-HR, accession 0001078246-26-000004. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.