Hutchinson Financial Advisors, INC

Est. AUM

$101.7M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP COM	SPONSORED ADR	$4.9M	9502	4.84%	SOLE
2	ALPHABET INC CL A	CAP STK CL A	$3.8M	15645	3.74%	SOLE
3	WORLD GOLD TR SPDR GOLD MINISHARES TR NEW	SPDR GLD MINIS	$3.7M	48768	3.66%	SOLE
4	BERKSHIRE HATHAWAY INC DEL CL B NEW	CL B NEW	$3.5M	7039	3.48%	SOLE
5	APPLE INC COM	COM	$3.3M	12942	3.24%	SOLE
6	SPDR SER TR PORTFOLIO S&P 500 ETF	PORTFOLIO S&P500	$3.1M	39898	3.07%	SOLE
7	SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF	BLOOMBERG 3-12 M	$2.9M	28803	2.82%	SOLE
8	VISA INC COM CL A	COM CL A	$2.9M	8378	2.81%	SOLE
9	HONEYWELL INTL INC COM	COM	$2.8M	13158	2.72%	SOLE
10	AMAZON COM INC COM	COM	$2.7M	12351	2.67%	SOLE
11	SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF	PORTFOLIO DEVLPD	$2.7M	63172	2.65%	SOLE
12	UBER TECHNOLOGIES INC COM	COM	$2.7M	27114	2.61%	SOLE
13	BANK NEW YORK MELLON CORP COM	COM	$2.6M	23932	2.56%	SOLE
14	ORACLE CORP COM	COM	$2.5M	8795	2.43%	SOLE
15	SCHWAB CHARLES CORP NEW COM	COM	$2.4M	25347	2.38%	SOLE
16	TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003	SPONSORED ADS	$2.3M	8263	2.27%	SOLE
17	ENBRIDGE INC COM ISIN#CA29250N1050	COM	$2.1M	42434	2.11%	SOLE
18	BOOKING HLDGS INC COM	COM	$2.1M	394	2.09%	SOLE
19	EXXON MOBIL CORP COM	COM	$2.1M	18799	2.08%	SOLE
20	GENERAL DYNAMICS CORP COM	COM	$2.0M	5880	1.97%	SOLE
21	CROWDSTRIKE HLDGS INC CL A	CL A	$1.9M	3839	1.85%	SOLE
22	UNILEVER PLC SPON ADR NEW ISIN#US9047677045	SPON ADR NEW	$1.9M	31532	1.84%	SOLE
23	JPMORGAN CHASE & CO COM	COM	$1.7M	5478	1.70%	SOLE
24	BANK AMER CORP COM	COM	$1.7M	32732	1.66%	SOLE
25	CONOCOPHILLIPS COM	COM	$1.6M	16778	1.56%	SOLE
26	MASTERCARD INC CL A	CL A	$1.6M	2756	1.54%	SOLE
27	IQVIA HLDGS INC COM	COM	$1.5M	8036	1.50%	SOLE
28	META PLATFORMS INC CL A	CL A	$1.5M	2055	1.48%	SOLE
29	COMCAST CORP NEW CL A	CL A	$1.5M	47667	1.47%	SOLE
30	SPDR SER TR S&P 500 GROWTH ETF	PRTFLO S&P500 GW	$1.5M	14112	1.45%	SOLE
31	SPDR SER TR S&P 500 VALUE ETF	PRTFLO S&P500 VL	$1.4M	25921	1.41%	SOLE
32	DOVER CORP COM	COM	$1.4M	8442	1.38%	SOLE
33	RTX CORP COM	COM	$1.4M	8394	1.38%	SOLE
34	PEPSICO INC COM	COM	$1.3M	9278	1.28%	SOLE
35	ELEVANCE HEALTH INC COM	COM	$1.2M	3854	1.22%	SOLE
36	NOVARTIS AG SPONSORED ADR	COM	$1.2M	9656	1.22%	SOLE
37	SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW	BLOOMBERG 1-3 MO	$1.2M	13422	1.21%	SOLE
38	BECTON DICKINSON & CO COM	COM	$1.1M	6065	1.12%	SOLE
39	ANALOG DEVICES INC COM	COM	$1.1M	4329	1.05%	SOLE
40	SANOFI SPONS ADR ISIN#US80105N1054	SPONSORED ADR	$1.1M	22436	1.04%	SOLE
41	DISNEY WALT CO DISNEY COM	COM	$1.0M	9096	1.02%	SOLE
42	SPDR SER TR S&P 500 HIGH DIVID ETF	PRTFLO S&P500 HI	$1.0M	23150	0.99%	SOLE
43	JANUS DETROIT STR TR JANUS HENDERSON AAA CLO ETF	HENDRSON AAA CL	$952K	18786	0.94%	SOLE
44	AUTODESK INC COM	COM	$853K	2684	0.84%	SOLE
45	SALESFORCE INC COM	COM	$820K	3461	0.81%	SOLE
46	ADOBE SYS INC COM	COM	$817K	2316	0.80%	SOLE
47	DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057	SPON ADR NEW	$795K	8333	0.78%	SOLE
48	VALARIS LTD COM ISIN#BMG9460G1015	CL A	$784K	16078	0.77%	SOLE
49	SPDR SER TR BLOOMBERG BARCLAYS AGGREGATE BD ETF	PORTFOLIO AGRGTE	$759K	29466	0.75%	SOLE
50	DBX ETF TR X-TRACKERS HARVEST CSI 300 CHINA CL A SHS	XTRACK HRVST CSI	$755K	22906	0.74%	SOLE

1–50 of 67

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.