0001078246-24-000001.txt : 20240207 0001078246-24-000001.hdr.sgml : 20240207 20240207130049 ACCESSION NUMBER: 0001078246-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240207 DATE AS OF CHANGE: 20240207 EFFECTIVENESS DATE: 20240207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HUTCHINSON CAPITAL MANAGEMENT/CA CENTRAL INDEX KEY: 0001078246 ORGANIZATION NAME: IRS NUMBER: 260042077 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07466 FILM NUMBER: 24603406 BUSINESS ADDRESS: STREET 1: 1101 FIFTH AVENUE STREET 2: SUITE 160 CITY: SAN RAFAEL STATE: CA ZIP: 94941 BUSINESS PHONE: 4154645650 MAIL ADDRESS: STREET 1: 1101 FIFTH AVENUE STREET 2: SUITE 160 CITY: SAN RAFAEL STATE: CA ZIP: 94941 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001078246 XXXXXXXX 12-31-2023 12-31-2023 HUTCHINSON CAPITAL MANAGEMENT/CA

1101 FIFTH AVENUE SUITE 160 SAN RAFAEL CA 94941

13F HOLDINGS REPORT 028-07466 N Steve Wilkes 415-464-5650 Steve Wilkes San Rafael CA 02-07-2024 0 83 458863481 false INFORMATION TABLE 2 Inftable.xml ABBOTT LABS COM 002824100 211665 1923 SH SOLE 0 1830 0 93 ABBVIE INC COM 00287Y109 205405 1325 SH SOLE 0 1171 0 154 ADOBE INC COM 00724F101 259521 435 SH SOLE 0 400 0 35 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 11465586 90444 SH SOLE 0 89814 0 630 ALPHABET INC CAP STK CL A 02079K305 20171795 144404 SH SOLE 0 143213 0 1191 ALPHABET INC CAP STK CL C 02079K107 482122 3421 SH SOLE 0 3202 0 219 AMAZON COM INC COM 023135106 825350 5432 SH SOLE 0 5098 0 334 AMGEN INC COM 031162100 394254 1369 SH SOLE 0 1313 0 56 APPLE INC COM 037833100 29710177 154315 SH SOLE 0 152348 0 1967 BANK AMERICA CORP COM 060505104 23369312 694069 SH SOLE 0 689138 0 4931 BANK NEW YORK MELLON CORP COM 064058100 278676 5354 SH SOLE 0 5267 0 87 BERKLEY W R CORP COM 084423102 11526582 162989 SH SOLE 0 161863 0 1126 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 34017517 95378 SH SOLE 0 94739 0 639 BOEING CO COM 097023105 2492952 9564 SH SOLE 0 9414 0 150 BRISTOL-MYERS SQUIBB CO COM 110122108 219684 4281 SH SOLE 0 4089 0 192 BURKE HERBERT FINL SVCS CORP COM 12135Y108 16044532 255080 SH SOLE 0 255080 0 0 CABLE ONE INC COM 12685J105 6226016 11186 SH SOLE 0 11141 0 45 CALIFORNIA WTR SVC GROUP COM 130788102 342757 6608 SH SOLE 0 6600 0 8 CAPITAL ONE FINL CORP COM 14040H105 16543148 126168 SH SOLE 0 125192 0 976 CARMAX INC COM 143130102 11891554 154959 SH SOLE 0 153955 0 1004 CATERPILLAR INC COM 149123101 300696 1017 SH SOLE 0 966 0 51 CHARTER COMMUNICATIONS INC N CL A 16119P108 6639043 17081 SH SOLE 0 16952 0 129 CHEVRON CORP NEW COM 166764100 2789441 18701 SH SOLE 0 18701 0 0 COCA COLA CO COM 191216100 642045 10895 SH SOLE 0 10895 0 0 CORNING INC COM 219350105 316071 10380 SH SOLE 0 10300 0 80 COSTCO WHSL CORP NEW COM 22160K105 433012 656 SH SOLE 0 633 0 23 CVS HEALTH CORP COM 126650100 12284585 155580 SH SOLE 0 154314 0 1266 DIAGEO PLC SPON ADR NEW 25243Q205 8024846 55093 SH SOLE 0 54761 0 332 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 4880169 146772 SH SOLE 0 140688 0 6084 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3726064 130100 SH SOLE 0 130100 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1320408 54766 SH SOLE 0 54766 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 6708987 229524 SH SOLE 0 229353 0 171 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 419530 8017 SH SOLE 0 8017 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2113234 86537 SH SOLE 0 86408 0 129 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 4315418 150836 SH SOLE 0 150836 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1150189 50580 SH SOLE 0 50580 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 1609524 62725 SH SOLE 0 62725 0 0 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1391154 43430 SH SOLE 0 43430 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 241289 7751 SH SOLE 0 7751 0 0 DISNEY WALT CO COM 254687106 493173 5462 SH SOLE 0 5378 0 84 ELI LILLY & CO COM 532457108 272807 468 SH SOLE 0 424 0 44 EXXON MOBIL CORP COM 30231G102 13442523 134452 SH SOLE 0 133191 0 1261 HOME DEPOT INC COM 437076102 430518 1242 SH SOLE 0 1190 0 52 INTERNATIONAL BUSINESS MACHS COM 459200101 545306 3334 SH SOLE 0 3247 0 87 ISHARES TR RUS 1000 ETF 464287622 211382 806 SH SOLE 0 806 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 461098 9109 SH SOLE 0 9109 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 413480 8149 SH SOLE 0 8149 0 0 JACOBS SOLUTIONS INC COM 46982L108 19318869 148836 SH SOLE 0 147844 0 992 JOHNSON & JOHNSON COM 478160104 1646859 10507 SH SOLE 0 10322 0 185 JPMORGAN CHASE & CO COM 46625H100 375183 2206 SH SOLE 0 2114 0 92 KELLANOVA COM 487836108 378231 6765 SH SOLE 0 6700 0 65 LIBERTY BROADBAND CORP COM SER C 530307305 3364310 41746 SH SOLE 0 41724 0 22 MARKEL GROUP INC COM 570535104 12289234 8655 SH SOLE 0 8601 0 54 MARSH & MCLENNAN COS INC COM 571748102 695355 3670 SH SOLE 0 3637 0 33 MCDONALDS CORP COM 580135101 347517 1172 SH SOLE 0 1155 0 17 MERCK & CO INC COM 58933Y105 224254 2057 SH SOLE 0 1945 0 112 MICROSOFT CORP COM 594918104 26888305 71504 SH SOLE 0 70671 0 833 NOVO-NORDISK A S ADR 670100205 18088853 174856 SH SOLE 0 173780 0 1076 OCCIDENTAL PETE CORP COM 674599105 12144715 203395 SH SOLE 0 201833 0 1562 PEPSICO INC COM 713448108 631135 3716 SH SOLE 0 3669 0 47 PERFORMANCE FOOD GROUP CO COM 71377A103 549673 7949 SH SOLE 0 7949 0 0 PFIZER INC COM 717081103 1031245 35820 SH SOLE 0 35475 0 345 PROCTER AND GAMBLE CO COM 742718109 1517568 10356 SH SOLE 0 10325 0 31 PROGRESSIVE CORP COM 743315103 22515679 141359 SH SOLE 0 140410 0 949 ROBERT HALF INC. 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