StockDriftsStockDriftsTop 50 Hutchinson Financial Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | 4.84% | 9.5K | $4.9M | +1.83%(+171) | $428.22(+13.89%) | 2025-09-30 | |
| GOOGL | ALPHABET INC CL A | 3.74% | 15.6K | $3.8M | +0.51%(+80) | $163.47(+91.78%) | 2025-09-30 | |
| GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 3.66% | 48.8K | $3.7M | +134.36%(+27.96K) | $67.12(+33.66%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.48% | 7.0K | $3.5M | +20.92%(+1.22K) | $503.26(-0.99%) | 2025-09-30 | |
| AAPL | APPLE INC COM | 3.24% | 12.9K | $3.3M | +1.91%(+243) | $200.70(+36.22%) | 2025-09-30 | |
| SPLG | SPDR SER TR PORTFOLIO S&P 500 ETF | 3.07% | 39.9K | $3.1M | -14.32%(-6.67K) | $65.85(+23.34%) | 2025-09-30 | |
| BILS | SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF | 2.82% | 28.8K | $2.9M | +26.16%(+5.97K) | $99.29(-0.10%) | 2025-09-30 | |
| V | VISA INC COM CL A | 2.81% | 8.4K | $2.9M | +4.58%(+367) | $345.64(+2.71%) | 2025-09-30 | |
| HON | HONEYWELL INTL INC COM | 2.72% | 13.2K | $2.8M | +5.42%(+677) | $199.97(-1.30%) | 2025-09-30 | |
| AMZN | AMAZON COM INC COM | 2.67% | 12.4K | $2.7M | +4.22%(+500) | $196.52(+18.32%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.83% |
Hutchinson Financial Advisors, Inc reports $101.74M in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (4.8%), GOOGL (3.7%) and GLDM (3.7%). The top 20 holdings account for 56.19% of reported assets. Its disclosed equity book has returned +7.61% cumulatively over 1 quarter. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Hutchinson Financial Advisors, Inc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Hutchinson Financial Advisors, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2078477). View Hutchinson Financial Advisors, Inc’s 13F filings on SEC