Hutchinson Financial Advisors, INC
CIK: 0002078477SEC EDGAR →
Portfolio Value
$101.7M
Holdings
67
As of
Q3 2025
New Positions
8
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | 9,502 | $4.9M | 4.84% |
| 2 | ALPHABET INC CL A | 15,645 | $3.8M | 3.74% |
| 3 | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 48,768 | $3.7M | 3.66% |
| 4 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 7,039 | $3.5M | 3.48% |
| 5 | APPLE INC COM | 12,942 | $3.3M | 3.24% |
| 6 | SPDR SER TR PORTFOLIO S&P 500 ETF | 39,898 | $3.1M | 3.07% |
| 7 | SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF | 28,803 | $2.9M | 2.82% |
| 8 | VISA INC COM CL A | 8,378 | $2.9M | 2.81% |
| 9 | HONEYWELL INTL INC COM | 13,158 | $2.8M | 2.72% |
| 10 | AMAZON COM INC COM | 12,351 | $2.7M | 2.67% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $31.0M | 30.5% |
| Technology | 14 | $26.1M | 25.6% |
| Communication Services | 4 | $7.9M | 7.7% |
| Industrials | 4 | $7.6M | 7.5% |
| Healthcare | 8 | $6.9M | 6.8% |
| Energy | 4 | $6.6M | 6.5% |
| Consumer Cyclical | 3 | $5.6M | 5.5% |
| Unknown | 3 | $5.0M | 4.9% |
| Consumer Defensive | 4 | $4.3M | 4.2% |
| Basic Materials | 2 | $831K | 0.8% |