HUTCHINSON CAPITAL MANAGEMENT/CA Information

700 LARKSPUR LANDING CIRCLE, LARKSPUR, California, 94939, (415) 464-5650

Report Date: 12/31/2013

Position Statistics

Total Positions 63
New Positions 4
Increased Positions 30
Decreased Positions 22
Positions with Activity 52
Sold Out Positions 4
Total Mkt Value (in $ millions) 349

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.32%
Capital Goods 7.56%
Conglomerates
Consumer Cyclical 12.3%
Consumer/Non-Cyclical 3.52%
Energy 7.73%
Financial 22.82%
Healthcare 6.74%
Services 19.97%
Technology 16.53%
Transportation
Utilities 0.21%

63 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON CTLS INC COM 23,492 53 .23 501,634
MICROSOFT CORP COM 22,096 151 .69 552,251
WELLS FARGO & CO NEW COM 21,273 136 .64 434,754
CVS CAREMARK CORPORATION COM 20,876 95 .46 283,097
MARKEL CORP COM 19,137 53 .28 30,914
GENERAL MTRS CO COM 18,856 -184 (0.97) 554,907
BANK NEW YORK MELLON CORP COM 17,827 166 .94 528,065
VALERO ENERGY CORP NEW COM 17,171 286 1.69 306,623
EMERSON ELEC CO COM 16,186 -65 (0.4) 236,504
MERCK & CO INC NEW COM 13,807 -125 (0.9) 244,500
CHUBB CORP COM 13,537 166 1.24 149,067
CARNIVAL CORP PAIRED CTF 13,235 -75 (0.56) 354,626
LIBERTY INTERACTIVE CORP INT COM SER A 11,273 4 .04 381,879
REDWOOD TR INC COM 10,482 59 .57 502,720
FLUOR CORP NEW COM 10,098 2 .02 129,673
INTEL CORP COM 10,041 9,702 2,857.84 371,357
NATIONAL OILWELL VARCO INC COM 9,018 45 .50 109,487
HUBBELL INC CL B 8,012 -388 (4.61) 68,453
LEUCADIA NATL CORP COM 7,825 7,825 New 300,050
UNILEVER PLC SPON ADR NEW 7,722 33 .43 174,826