HUTCHINSON CAPITAL MANAGEMENT/CA
SEC Form 13F institutional filer · CIK 0001078246
13F-HR · 62 reported holdings · 2026-03-31
Reported long-US-equity value
$0.40B
Top-10 concentration
58.1%
HUTCHINSON CAPITAL MANAGEMENT/CA — $400M AUM allocation strategy
HUTCHINSON CAPITAL MANAGEMENT/CA files SEC Form 13F and reports $400M of long US equity value across 62 reported holdings for 2026-03-31.
Its largest sector bet is Financials 27.7%, followed by Information Technology 26.5% and Energy 8.9%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
HUTCHINSON CAPITAL MANAGEMENT/CA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$400M
total across 62 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +39.2K sh · +$847K+$ZTS +36.9K sh · +$3.79M+$VOO +26.1K sh · +$946K
Biggest trims (shares)
−$SBUX −156K sh · −$13.1M−$BAC −124K sh · −$9.5M−$GOOG −30.5K sh · −$12.3M
Exited to nil (held last quarter, gone now)
$GE ($232K last qtr)$AXP ($212K last qtr)$RTX ($209K last qtr)$IVV ($206K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Property & Casualty Insurance8.9%—
- Multi-Sector Holdings8.6%—
- Interactive Media & Services7.9%—
- Technology Hardware, Storage & Peripherals7.4%—
- Diversified Banks7.0%—
- Systems Software6.5%—
- Integrated Oil & Gas5.5%—
- Construction & Engineering4.4%—
- Other holdings43.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 71.6K | $34.3M | -718 | 8.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 110K | $31.5M | -30.5K | 7.9% |
| $AAPL | Apple Inc | 117K | $29.7M | -1.75K | 7.4% |
| $MSFT | Microsoft Corporation | 69.8K | $25.9M | +3.05K | 6.5% |
| $XOM | ExxonMobil Holdings Corporation | 129K | $21.8M | -1.07K | 5.4% |
| $BAC | Bank of America Corporation | 428K | $20.8M | -124K | 5.2% |
| $PGR | Progressive Corporation | 101K | $20.1M | -866 | 5.0% |
| $J | Jacobs Solutions Inc | 138K | $17.5M | -2.78K | 4.4% |
| $WRB | W.R. Berkley Corporation | 233K | $15.4M | -2.07K | 3.9% |
| $AMZN | Amazon.com Inc | 74K | $15.4M | +9.1K | 3.8% |
…and 52 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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