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Showing Q3 2025 data
Hutchinson Financial Advisors, INC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Hutchinson Financial Advisors, INC
•CIK: 2078477•Filing: Q3 2025
Hutchinson Financial Advisors, INC manages $102M across a diversified portfolio of 67 positions. The fund exhibits significant concentration in mega-cap technology and defensive assets, notably holding MSFT at $4.9M and GOOGL at $3.8M. Key allocations also include GLDM ($3.7M), BRK/B ($3.5M), and AAPL ($3.3M), signaling a strategic tilt toward established market leaders and tangible assets. This positioning suggests a focus on quality growth underpinned by blue-chip technology exposure.
Total AUM
$101.7M
QoQ Performance
+13.9%
Positions
67
Top 10 Concentration
33.0%
Latest Filing
Q3 2025
Top Holdings Allocation
MSFT4.8%
GOOGL3.7%
GLDM3.7%
BRK/B3.5%
AAPL3.2%
SPYM3.1%
BILS2.8%
V2.8%
📈 Biggest Buys
GLDM
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW
+134.4%
3.7% of portfolio
DOV
DOVER CORP COM
NEW
1.4% of portfolio
SPDW
SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF
+94.3%
2.7% of portfolio
BIL
SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW
NEW
1.2% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+20.9%
3.5% of portfolio
📉 Biggest Sells
Sector Breakdown
Other47.0%
Technology17.9%
Financial14.1%
Consumer7.4%
Industrial4.1%
Energy3.6%
Communication2.5%
Consumer Staples1.6%
Changes from Q2 2025
NEW9 new positions
↑37 increased
↓13 decreased
Historical Filings
Q3 2025Q2 2025