Skip to main content
Midas Edge

13-F holdings, Q2 2026

Hutchinson Capital Management

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$583.7M
Positions
108
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

See this manager's Holder IQ and how the book overlaps yours

Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.

Start freeAlready have an account? Sign in

Top holdings

  1. BRK-B$35.8M
    71,609 shares6.1% of the book
  2. AAPL$34.9M
    120,621 shares6% of the book
  3. GOOGL$31.7M
    88,790 shares5.4% of the book
  4. MSFT$26.3M
    70,412 shares4.5% of the book
  5. PGR$22M
    100,917 shares3.8% of the book
  6. MTBA$19.7M
    401,942 shares3.4% of the book
  7. XOM$19.1M
    139,820 shares3.3% of the book
  8. DUHP$18.8M
    451,548 shares3.2% of the book
  9. BHRB$18.6M
    259,080 shares3.2% of the book
  10. J$17.9M
    141,913 shares3.1% of the book

What changed this quarter

13 new positions and 4 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • MA

    MASTERCARD INCORPORATED

    +$11.8M

    +5,558.9% shares

  • XOM

    EXXON MOBIL CORP

    +$1.5M

    +8.7% shares

  • DCOR

    DIMENSIONAL ETF TRUST

    +$1.2M

    +29.7% shares

  • MTBA

    SIMPLIFY EXCHANGE TRADED FUN

    +$1.1M

    +5.9% shares

  • AAPL

    APPLE INC

    +$1M

    +3.1% shares

Largest sells

  • BAC

    BANK OF AMER CORP

    −$8.1M

    -33.1% shares

  • GOOGL

    ALPHABET INC

    −$7.4M

    -19% shares

  • COF

    CAPITAL ONE FINL CORP

    −$5.4M

    -37.8% shares

  • MKL

    MARKEL GROUP INC

    −$5.2M

    -32.7% shares

  • UNP

    UNION PAC CORP

    −$1.1M

    Sold out, was 0.21% of the book

What was sold out, by size

  • 4 small, between 0.015% and 0.25%

Not counted as trades: HON (newly listed or spun off), HONA (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.