Fund HoldingsHUTCHINSON CAPITAL MANAGEMENT/CA

Total Portfolio Value
$494.05M
Total Bought
$68.23M
Total Sold
$22.71M
Net Transaction
+$45.51M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
COMCAST CORP NEW(CCZ)0215,323+215,32309,3341.89%+9,334
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
150,836414,426+263,5904,31513,1002.65%+8,785
PROGRESSIVE CORP(PGR)141,359141,654+29522,51629,2975.93%+6,781
NOVO-NORDISK A S(NVO)174,856175,590+73418,08922,5464.56%+4,457
JACOBS SOLUTIONS INC(J)148,836149,499+66319,31922,9824.65%+3,664
BANK AMERICA CORP694,069704,601+10,53223,36926,7185.41%+3,349
MICROSOFT CORP(MSFT)71,50471,661+15726,88830,1496.10%+3,261
BERKLEY W R CORP162,989163,996+1,00711,52714,5042.94%+2,977
CAPITAL ONE FINL CORP(COF)126,168128,188+2,02016,54319,0863.86%+2,543
EXXON MOBIL CORP134,452137,456+3,00413,44315,9783.23%+2,535
VALERO ENERGY CORP(VLO)58,24358,332+897,5729,9572.02%+2,385
CARMAX INC(KMX)154,959160,214+5,25511,89213,9562.82%+2,065
OCCIDENTAL PETE CORP(OXY)203,395216,230+12,83512,14514,0532.84%+1,908
ALPHABET INC(GOOG)144,404145,488+1,08420,17221,9594.44%+1,787
MARKEL GROUP INC(MKL)8,6558,658+312,28913,1732.67%+884
WELLS FARGO CO NEW(WFC)100,865100,894+294,9655,8481.18%+883
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
229,524236,932+7,4086,7097,5701.53%+861
DIAGEO PLC(DEO)55,09358,882+3,7898,0258,7581.77%+733
DIMENSIONAL ETF TRUST
US CORE EQT MKT
146,772152,841+6,0694,8805,5851.13%+705
WATERS CORP(WAT)35,29235,526+23411,61912,2292.48%+610
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
130,100140,132+10,0323,7264,2350.86%+509
PHILLIPS 66(PSX)01,420+1,42002320.05%+232
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
62,72567,510+4,7851,6101,8190.37%+209
REPUBLIC SVCS INC(RSG)01,090+1,09002090.04%+209
AMAZON COM INC(AMZN)5,4325,726+2948251,0330.21%+208
DISNEY WALT CO(DIS)5,4625,472+104936700.14%+176
PROCTER AND GAMBLE CO(PG)10,35610,35601,5181,6800.34%+163
CHEVRON CORP NEW(CVX)18,70118,692-92,7892,9480.60%+159
DIMENSIONAL ETF TRUST
INTERNATIONAL
43,43045,736+2,3061,3911,5400.31%+149
CVS HEALTH CORP(CVS)155,580155,809+22912,28512,4272.52%+143
VEEVA SYS INC(VEEV)3,1173,119+26007230.15%+123
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
54,76658,222+3,4561,3201,4390.29%+119
ALEXANDRIA REAL ESTATE EQ IN90,44489,799-64511,46611,5762.34%+110
ELI LILLY & CO(LLY)468471+32733660.07%+94
INTERNATIONAL BUSINESS MACHS(IBM)3,3343,340+65456380.13%+93
DIMENSIONAL ETF TRUST
WORLD EX US CORE
86,53786,667+1302,1132,2050.45%+92
CATERPILLAR INC(CAT)1,0171,021+43013740.08%+73
MARSH & MCLENNAN COS INC(MRSH)3,6703,676+66957570.15%+62
VISA INC(V)3,1633,172+98238850.18%+62
HOME DEPOT INC(HD)1,2421,257+154314820.10%+52
DIMENSIONAL ETF TRUST
US TARGETED VLU
8,0178,617+6004204690.09%+49
COSTCO WHSL CORP NEW(COST)656658+24334820.10%+49
MERCK & CO INC(MRK)2,0572,067+102242730.06%+48
JPMORGAN CHASE & CO(JPM)2,2062,090-1163754190.08%+43
ALPHABET INC(GOOG)3,4213,428+74825220.11%+40
ABBVIE INC(ABBV)1,3251,345+202052450.05%+40
VANGUARD MALVERN FDS87,71887,71804,1664,2010.85%+35
BANK NEW YORK MELLON CORP5,3545,358+42793090.06%+30
CORNING INC(GLW)10,38010,416+363163430.07%+27
DIMENSIONAL ETF TRUST
US SUSTAINABILTY
7,7517,75102412670.05%+25
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5521,55202993230.07%+25
ISHARES TR80680602112320.05%+21
SPDR DOW JONES INDL AVERAGE(DIA)93193103513700.07%+19
PEPSICO INC(PEP)3,7163,712-46316500.13%+19
JOHNSON & JOHNSON(JNJ)10,50710,518+111,6471,6640.34%+17
YUM BRANDS INC(YUM)1,9691,974+52572740.06%+16
SCHWAB STRATEGIC TR6,2426,24202312440.05%+13
BRISTOL-MYERS SQUIBB CO(BMY)4,2814,255-262202310.05%+11
ABBOTT LABS1,9231,940+172122210.04%+9
KELLANOVA6,7656,734-313783860.08%+8
ISHARES TR
FLTG RATE NT ETF
9,1099,10904614650.09%+4
DIMENSIONAL ETF TRUST
US REAL ESTA ETF
50,58051,465+8851,1501,1510.23%+1
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
8,1498,14904134130.08%0
SCHWAB STRATEGIC TR24,88924,88901,2991,2980.26%-1
AMGEN INC(AMGN)1,3691,368-13943890.08%-5
MCDONALDS CORP(MCD)1,1721,175+33483310.07%-16
ROCKWELL AUTOMATION INC(ROK)1,3531,354+14203940.08%-26
SCHWAB STRATEGIC TR78,16978,015-1543,7873,7610.76%-26
CALIFORNIA WTR SVC GROUP(CWT)6,6086,607-13433070.06%-36
ADOBE INC(ADBE)435434-12602190.04%-41
UNION PAC CORP(UNP)5,1464,952-1941,2641,2180.25%-46
PFIZER INC(PFE)35,82034,903-9171,0319690.20%-63
SCHWAB STRATEGIC TR25,80423,975-1,8291,2831,1760.24%-107
UNITEDHEALTH GROUP INC(UNH)3800-3802000-200
PERFORMANCE FOOD GROUP CO(PFGC)7,9493,974-3,9755502970.06%-253
COCA COLA CO(KO)10,8955,705-5,1906423490.07%-293
BOEING CO(BA)9,5649,314-2502,4931,7980.36%-695
SPDR S&P 500 ETF TR(SPY)5,3463,371-1,9752,5411,7630.36%-778
VERISIGN INC80,49680,286-21016,57915,2153.08%-1,364
ROBERT HALF INC.(RHI)185,921186,681+76016,34614,8003.00%-1,546
BURKE HERBERT FINL SVCS CORP(BHRB)255,080255,080016,04514,2922.89%-1,752
BERKSHIRE HATHAWAY INC DEL95,37875,604-19,77434,01831,7936.44%-2,225
APPLE INC(AAPL)154,315154,585+27029,71026,5085.37%-3,202
LIBERTY BROADBAND CORP(LBRDA)41,7460-41,7463,3640-3,364
CABLE ONE INC11,1860-11,1866,2260-6,226
CHARTER COMMUNICATIONS INC N(CHTR)17,0810-17,0816,6390-6,639
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