Hutchinson Capital Management/Ca Portfolio Changes Q2 2026: Significant ETF Buys, Major Tech & Energy Sales

As of June 30, 2026, Hutchinson Capital Management/Ca's portfolio has undergone several notable changes during the second quarter compared to the previous period.

The investor's total assets under management stand at $573.0 million as of this date. Significant activity includes a reduction in holdings within major tech and energy sectors while favoring certain ETFs, particularly those from Dimensional and Schwab.

Major Sales Observed

Hutchinson Capital Management/Ca divested substantial portions of its portfolio during Q2 2026. The most significant sale was observed in Alphabet Inc (GOOGL), where the total stock value decreased by a hefty -$31,730,882 or -18.95% compared to the prior period.

Other notable exits include shares of Apple Inc (AAPL), which saw a -$3,490,301 reduction (-2.86% in value), and the largest position held by Berkshire Hathaway B (BRK-B). The latter experienced a -$358,324 change (-0.19% in value).

Additionally, the investor reduced its stake in Exxon Mobil Corp (XOM), with a -$681,460 change (-3.79% reduction), and exited positions in other Dimensional ETFs like DFAI (DIMENSIONAL ETF TRUST (DFAI)) which saw a -$1,163,435 reduction (-2.89% change).

Significant Purchases and New Positions

Hutchinson Capital Management/Ca demonstrated strong buying activity in several areas during Q2 2026. The most substantial purchase was of shares from the Dimensional Simplify ETF Trust, specifically Simplify Exchange Traded Fund (MTBA), adding $19,723,294 worth of stock.

Furthermore, the investor increased its position in Dimensional ETF Trust (DUHP), investing an additional $18.8 million into this sector over the quarter.

The firm also showed interest in other Dimensional offerings, boosting holdings in DCRE (Doubleline ETF Trust) by $699,398 and adding to the portfolio of DFAX.

In terms of new positions or increased allocations for Dimensional's ETFs specifically mentioned in changed_holdings, Hutchinson added shares to SCHWAB STRATEGIC TRUST (SCHO) and VANGUARD MALVERN FUNDS (VTIP).

Focus on ETFs

The investor's strategy appears heavily focused on Exchange Traded Funds and Trusts, particularly those from Dimensional and Schwab.

This quarter saw Hutchinson add significant weight to the Dimensional Simplify ETF (MTBA) at 3.38% allocation, while also increasing its stake in other Dimensional products like DCOR (DIMENSIONAL ETF TRUST (DCOR)) and SCHO.

Conversely, the firm reduced exposure to several Dimensional funds including DFAI (-$1.2 million), DCOR (-$540,018) wait no - actually looking at the data: (Correction based on provided data)

• Increased DFAI allocation from 0.93% to 1.99%
• Decreased DCOR allocation slightly (from 29.75% change to 0.93%)
• Increased SCHO allocation by $613,045

The investor also added a position in Vanguard VTIP.

Financial Services Sector Dynamics

Despite the focus on ETFs, Hutchinson Capital Management/Ca maintains its largest sector allocation to Financial Services at 26.49% of the portfolio value.

This quarter's changes within this sector are noteworthy:

• Sold shares in BRK-B (-$358k), BHRB (-$186k)
• Reduced positions in GOOGL and XOM (both energy/tech related indirectly impacting financials via services, but direct sector sales are less prominent here based on provided data)
• Purchased shares in MTBA ($19.7M) which is categorized as an ETF
• Increased holdings in COF and MA (Capital One Financial Corp & Mastercard Incorporated), both holding significant portfolio percentages.

No Disclosures for Certain Activities

The provided data does not indicate any sales activity labeled as "has_large_sells" according to the filing's categorization, although specific large reductions like GOOGL and MTBA were observed. It also shows no significant sell activities beyond those disclosed.

Furthermore, while purchases of ETFs are detailed, there is no information provided about buying individual common stocks outside these categories or exiting any other small positions not listed in the changed_holdings data.