Hutchinson Financial Advisors, INC

Portfolio Overview

Hutchinson Financial Advisors, INC disclosed 67 positions worth $101.7M in its Form 13F-HR for Q3 2025, led by $MSFT (MICROSOFT CORP) at 4.8% of the equity portfolio, followed by $GOOG and $GLDM. During the quarter the fund opened 9 new positions and exited 0. The portfolio is most concentrated in Other (37.0% of disclosed assets). All figures are sourced directly from Hutchinson Financial Advisors, INC’s Form 13F-HR filing with the SEC under CIK 2078477.

• 

  MICROSOFT CORP

  $MSFT

  79.7#31

  Quality

  $4.9M9,502 sh
• 

  Alphabet Inc.

  $GOOG

  78.1#58

  Quality

  $3.8M15,645 sh
• 

  World Gold Trust

  $GLDM

  —

  Quality

  $3.7M48,768 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.B

  73.6

  Quality

  $3.5M7,039 sh
• 

  Apple Inc.

  $AAPL

  76.3

  Quality

  $3.3M12,942 sh

• SPDR SER TR PORTFOLIO S&P 500 ETF

  —

  Quality

  $3.1M39,898 sh

• SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF

  —

  Quality

  $2.9M28,803 sh
• 

  VISA INC.

  $V

  82.7

  Quality

  $2.9M8,378 sh

• HONEYWELL INTL INC COM

  —

  Quality

  $2.8M13,158 sh
• 

  AMAZON COM INC

  $AMZN

  68.4

  Quality

  $2.7M12,351 sh

Company	Quality	Value	Shares
MICROSOFT CORP$MSFT	79.7#31	$4.9M	9,502
Alphabet Inc.$GOOG	78.1#58	$3.8M	15,645
World Gold Trust$GLDM	—	$3.7M	48,768
BERKSHIRE HATHAWAY INC$BRK.B	73.6	$3.5M	7,039
Apple Inc.$AAPL	76.3	$3.3M	12,942
SPDR SER TR PORTFOLIO S&P 500 ETF	—	$3.1M	39,898
SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF	—	$2.9M	28,803
VISA INC.$V	82.7	$2.9M	8,378
HONEYWELL INTL INC COM	—	$2.8M	13,158
AMAZON COM INC$AMZN	68.4	$2.7M	12,351

Showing top 10 of 67 holdings.

Full Holdings — Hutchinson Financial Advisors, INC (Q3 2025)

All 67 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MSFT	MICROSOFT CORP	$4.9M	4.8%	-49%	79.7
2	$GOOG	Alphabet Inc.	$3.8M	3.7%	-50%	78.1
3	$GLDM	World Gold Trust	$3.7M	3.7%	+17%	—
4	$BRK.B	BERKSHIRE HATHAWAY INC	$3.5M	3.5%	-40%	73.6
5	$AAPL	Apple Inc.	$3.3M	3.2%	-49%	76.3
6	—	SPDR SER TR PORTFOLIO S&P 500 ETF	$3.1M	3.1%	-57%	—
7	—	SPDR SER TR SPDR BLOOMBERG 3-12 MONTH T BILL ETF	$2.9M	2.8%	-37%	—
8	$V	VISA INC.	$2.9M	2.8%	-48%	82.7
9	—	HONEYWELL INTL INC COM	$2.8M	2.7%	-47%	—
10	$AMZN	AMAZON COM INC	$2.7M	2.7%	-48%	68.4
11	—	SPDR INDEX SHS FDS SPDR PORT DEVELOPED WORLD EX-US ETF	$2.7M	2.6%	-3%	—
12	—	UBER TECHNOLOGIES INC COM	$2.7M	2.6%	-49%	—
13	$BNY	Bank of New York Mellon Corp	$2.6M	2.6%	-49%	73.8
14	$ORCL	ORACLE CORP	$2.5M	2.4%	-58%	68.2
15	$SCHW	SCHWAB CHARLES CORP	$2.4M	2.4%	-49%	79.3
16	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$2.3M	2.3%	-50%	—
17	$ENB	ENBRIDGE INC	$2.1M	2.1%	-64%	66.7
18	$BKNG	Booking Holdings Inc.	$2.1M	2.1%	-50%	58.3
19	$XOM.R34088	EXXON MOBIL CORP	$2.1M	2.1%	-46%	57.7
20	—	GENERAL DYNAMICS CORP COM	$2.0M	2.0%	-49%	—
21	$CRWD	CrowdStrike Holdings, Inc.	$1.9M	1.9%	-58%	67.5
22	—	UNILEVER PLC SPON ADR NEW ISIN#US9047677045	$1.9M	1.8%	-49%	—
23	$JPM	JPMORGAN CHASE & CO	$1.7M	1.7%	-49%	70.3
24	$BAC	BANK OF AMERICA CORP /DE/	$1.7M	1.7%	-50%	67.3
25	$COP	CONOCOPHILLIPS	$1.6M	1.6%	-50%	70
26	$MA	Mastercard Inc	$1.6M	1.5%	-62%	85
27	—	IQVIA HLDGS INC COM	$1.5M	1.5%	-50%	—
28	$META	Meta Platforms, Inc.	$1.5M	1.5%	-50%	79.6
29	$CCZ	COMCAST CORP	$1.5M	1.5%	-49%	59.3
30	—	SPDR SER TR S&P 500 GROWTH ETF	$1.5M	1.4%	-51%	—
31	—	SPDR SER TR S&P 500 VALUE ETF	$1.4M	1.4%	-58%	—
32	—	DOVER CORP COM	$1.4M	1.4%	NEW	—
33	$RTX	RTX Corp	$1.4M	1.4%	-49%	73.1
34	$PEP	PEPSICO INC	$1.3M	1.3%	-50%	63.2
35	$ELV	Elevance Health, Inc.	$1.2M	1.2%	-49%	58.8
36	$NVS	NOVARTIS AG	$1.2M	1.2%	-49%	—
37	—	SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW	$1.2M	1.2%	NEW	—
38	—	BECTON DICKINSON & CO COM	$1.1M	1.1%	-49%	—
39	—	ANALOG DEVICES INC COM	$1.1M	1.1%	-49%	—
40	—	SANOFI SPONS ADR ISIN#US80105N1054	$1.1M	1.0%	-49%	—
41	$DIS	Walt Disney Co	$1.0M	1.0%	-99%	59.8
42	—	SPDR SER TR S&P 500 HIGH DIVID ETF	$1.0M	1.0%	-58%	—
43	—	JANUS DETROIT STR TR JANUS HENDERSON AAA CLO ETF	$952,328	0.9%	-55%	—
44	—	AUTODESK INC COM	$852,626	0.8%	-49%	—
45	$CRM	Salesforce, Inc.	$820,257	0.8%	-60%	76.9
46	—	ADOBE SYS INC COM	$816,969	0.8%	-50%	—
47	$DEO	DIAGEO PLC	$795,218	0.8%	-49%	—
48	—	VALARIS LTD COM ISIN#BMG9460G1015	$784,124	0.8%	-54%	—
49	—	SPDR SER TR BLOOMBERG BARCLAYS AGGREGATE BD ETF	$758,620	0.8%	-43%	—
50	—	DBX ETF TR X-TRACKERS HARVEST CSI 300 CHINA CL A SHS	$755,440	0.7%	-50%	—
51	$COR	Cencora, Inc.	$714,756	0.7%	-37%	60.9
52	$VEEV	VEEVA SYSTEMS INC	$708,728	0.7%	-49%	77.5
53	—	MEDTRONIC PLC SHS ISIN#IE00BTN1Y115	$699,347	0.7%	-49%	—
54	—	GLOBAL X FDS GLOBAL X URANIUM ETF PAR $0 001	$645,404	0.6%	-50%	—
55	—	ECOLAB INC COM	$621,114	0.6%	-50%	—
56	$NVDA	NVIDIA CORP	$570,002	0.6%	-49%	85.9
57	—	FISERV INC COM	$475,752	0.5%	-50%	—
58	—	SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF	$399,027	0.4%	NEW	—
59	$WFC	WELLS FARGO & COMPANY/MN	$306,362	0.3%	-42%	61.5
60	$KO	COCA COLA CO	$287,895	0.3%	NEW	69.3
61	$VKTX	Viking Therapeutics, Inc.	$284,928	0.3%	NEW	—
62	—	VANGUARD INDEX FDS S&P 500 ETF SHS NEW	$266,385	0.3%	-51%	—
63	—	VERIZON COMMUNICATIONS INC COM	$257,239	0.3%	NEW	—
64	$GSK	GSK plc	$235,265	0.2%	-48%	—
65	$GLW	CORNING INC /NY	$231,489	0.2%	NEW	73.5
66	$PM	Philip Morris International Inc.	$212,806	0.2%	NEW	75.7
67	$SHW	SHERWIN WILLIAMS CO	$209,487	0.2%	NEW	60.9