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Hutchinson Capital Management/ca
Hutchinson Capital Management is an asset management firm based in San Rafael, California. The firm appears to serve as an institutional investment manager, with filings reported since at least the year 2000. It specializes in professionally managing investments for clients, likely spanning high-net-worth individuals, families, and institutions. Employee count is small, typical for boutique asset managers, and operations focus on providing personalized service within the San Francisco Bay Area.
Investment Strategy
Hutchinson Capital Management employs a long-term, disciplined approach to equity and fixed income investment, focusing on fundamental research and risk management. Their investment philosophy emphasizes diversification, capital preservation, and steady growth, favoring well-established companies with strong financials and attractive valuations. The firm manages client portfolios tailored to risk tolerance, income needs, and return objectives.
Latest 13F Filing Activity
Hutchinson Capital Management/ca filed their most recent 13F report on Jun 30, 2025 disclosing 92 equity positions with a total 13F market value of $548M. The fund increased holdings in Hubbell Inc., Microsoft Corp., Bank America Corp. among other positions. Hutchinson Capital Management/ca reduced exposure to Robert Half Inc., Berkshire Hathaway Inc. Del, Alexandria Real Estate Eq in among others.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 6.40% | $35.1M | 72,240 | $202.93 | $485.77 | -$4.0M | |
M MSFT | MICROSOFT CORP | 6.15% | $33.7M | 67,708 | $58.97 | $497.41 | +$7.9M |
P PGR | PROGRESSIVE CORP | 4.88% | $26.7M | 100,187 | $81.77 | $266.86 | -$2.0M |
B BAC | BANK AMERICA CORP | 4.81% | $26.4M | 557,341 | $26.61 | $47.32 | +$4.5M |
| ALPHABET INC | 4.58% | $25.1M | 142,465 | $71.08 | $176.23 | +$2.7M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | President | San Anselmo, CA , United States | |
 | Vice President | CA , United States |
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