13F filer · graded

HUTCHINSON CAPITAL MANAGEMENT/CA

#9 of 134

rank in today's book

94th

percentile

69.1%

niche skew

3

names held

Recent disclosed buys

Early or late at disclosure — and where each name sits today.

ABBV2026-08-10Early Conviction at buyConsensus now+6.4%
•••2026-05-12Early Conviction at buyEarly Conviction now
MRK2026-02-09Consensus at buyConsensus now+21.3%

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As of 2026-09-18. From mandatory 13F disclosures — filings lag reality by up to 45 days. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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