Steve Wilkes
Hutchinson Capital Management Ca
Assets Managed
$544.093M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-6.72%(2Q avg: -2.89%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Hutchinson Capital Management Ca's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.
Assets under management
The assets under management (AUM) of Hutchinson Capital Management Ca over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 544.093M in assets, with a quarterly growth rate of -6.72% and a 2-quarter average growth rate of -2.89%. The portfolio is managed by Steve Wilkes, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BRK.B Berkshire Hathaway Inc-cl B
| 6.31% | $34.324M 71,628 shares@ $479.21 avg price | Decreased -0.99% |
GOOGL Alphabet Inc-cl A
| 5.79% | $31.503M 109,552 shares@ $287.56 avg price | Decreased -21.75% |
AAPL Apple Inc
| 5.46% | $29.7M 117,025 shares@ $253.8 avg price | Decreased -1.47% |
MSFT Microsoft Corp
| 4.76% | $25.854M 69,843 shares@ $370.17 avg price | Increased 4.57% |
XOM Exxon Mobil Corp
| 4.01% | $21.817M 128,591 shares@ $169.67 avg price | Decreased -0.82% |
BAC Bank Of America Corp
| 3.84% | $20.85M 427,690 shares@ $48.75 avg price | Decreased -22.49% |
PGR Progressive Corp
| 3.7% | $20.105M 101,419 shares@ $198.25 avg price | Decreased -0.84% |
MTBA Simplify Mbs Etf
| 3.45% | $18.771M 379,512 shares@ $49.47 avg price | Increased 13% |
J Jacobs Solutions Inc
| 3.23% | $17.535M 137,768 shares@ $127.28 avg price | Decreased -1.97% |
DUHP Dimensional Us High Profi Et
| 3.03% | $16.48M 448,326 shares@ $36.77 avg price | Increased 0.18% |
1-10 of 97