Harvey E. Hutchinson IV Portfolio
Invests via Hutchinson Financial Advisors Inc. | Managed by Harvey E. Hutchinson IV
Invests via Hutchinson Financial Advisors Inc.
Managed by Harvey E. Hutchinson IV
Automatically Tracked
Former corporate and fintech executive with operating and investment experience across growth-stage technology, payments and consumer services. Harvey E. Hutchinson IV has led corporate development and strategy initiatives, backed startups and served on boards, combining deal sourcing, portfolio oversight and go-to-market scaling. Focus areas include payment rails, embedded finance, B2B SaaS and marketplace models; typical involvement spans seed–growth equity and strategic M&A advisory.
Former corporate and fintech executive with operating and investment experience across growth-stage technology, payments and consumer services. Harvey E. Hutchinson IV has led corporate development and strategy initiatives, backed startups and served on boards, combining deal sourcing, portfolio oversight and go-to-market scaling. Focus areas include payment rails, embedded finance, B2B SaaS and marketplace models; typical involvement spans seed–growth equity and strategic M&A advisory.
Investment Philosophy & Strategy
Combines founder/operator instincts with strategic capital allocation, targeting seed-to-growth opportunities in payments, embedded finance, B2B SaaS and marketplaces. Prefers investments with defensible network effects, recurring revenue and clear monetization paths; emphasizes pilot partnerships with incumbent platforms and merchant channels to de-risk go-to-market execution. Uses active portfolio stewardship—board or advisory roles—to drive product-market fit, commercial scaling and M&A optionality. Time horizon is growth-oriented with disciplined downside protection through staged financing and outcome-based KPIs.
Combines founder/operator instincts with strategic capital allocation, targeting seed-to-growth opportunities in payments, embedded finance, B2B SaaS and marketplaces. Prefers investments with defensible network effects, recurring revenue and clear monetization paths; emphasizes pilot partnerships with incumbent platforms and merchant channels to de-risk go-to-market execution. Uses active portfolio stewardship—board or advisory roles—to drive product-market fit, commercial scaling and M&A optionality. Time horizon is growth-oriented with disciplined downside protection through staged financing and outcome-based KPIs.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.35%
Gain +0.3%
Monthly
0.09%
Yearly
1.04%
Drawdown
6.17%
$107.1M
Equity
Holdings
$107.1M
Investment
$93.57M
$1.72M
Profit +$658,195.61
Realized
-$11.81M
Unrealized
$13.52M
Dividends
$1.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$658,195.61
Win %
65%
This Week
Compared To Last Week
Gain
0.35%
Profit
$373,653.8
Win %
65%
This Month
Compared to last month
Gain
2.15%
Profit
$2.25M
Win %
65%
This Year
Compared to last year
Gain
7.36%
Profit
$7.34M
Win %
65%
ADSK Autodesk, Inc.
+5.35%
+$33,214.5 
VKTX Viking Therapeutics Inc.
+5.28%
+$14,582.49 
VEEV Veeva Systems Inc.
+4.65%
+$32,925.36 
ADBE Adobe Inc.
+3.92%
+$21,863.06 
BKNG Booking Holdings Inc.
+3.88%
+$61,464 
CRM Salesforce Inc
+3.53%
+$28,806.56 
SHW The Sherwin-Williams Company
+3.35%
+$6,582.4 
BNY BlackRock New York Municipal Income Trust
+3.06%
+$100,873.38 
CMCSA Comcast Corp
+2.97%
+$31,818.45 
IQV IQVIA Holdings Inc.
+2.92%
+$61,394.96 
NVS Novartis AG Sponsored ADR
+2.79%
+$39,493.04 
GSK GSK plc Sponsored ADR
+2.72%
+$7,086.3 
ORCL Oracle Corporation
+2.33%
+$26,692.83 
WFC Wells Fargo & Company
+2.24%
+$6,615.55 
DEO Diageo plc Sponsored ADR
+2.16%
+$16,582.67 
V Visa Inc. Class A
+2.14%
+$70,291.42 
DIS The Walt Disney Company
+2.14%
+$21,193.68 
UBER Uber Technologies, Inc.
+2.12%
+$39,857.58 
FISV Fiserv, Inc.
+1.93%
+$3,284.1 
BDX Becton, Dickinson and Company
+1.84%
+$26,885.66 
MA Mastercard Incorporated
+1.84%
+$30,674.28 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.67%
+$17,825.5 
ECL Ecolab Inc.
+1.4%
+$9,106.04 
SNY Sanofi American Depositary Receipt
+1.4%
+$12,451.98 
COR Cencora, Inc.
+1.26%
+$9,673.99 
MDT Medtronic plc
+1.15%
+$7,967.15 
GLDM SPDR Gold MiniShares Trust
+1.08%
+$42,672 
BAC Bank of America Corporation
+1.04%
+$17,511.62 
MSFT Microsoft Corp.
+1.03%
+$52,356.02 
VZ Verizon Communications Inc.
+0.9%
+$2,341.2 
URA Global X Uranium ETF
+0.77%
+$3,723.22 
PEP PepsiCo, Inc.
+0.73%
+$8,820.59 
KO The Coca-Cola Company
+0.71%
+$2,821.65 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$9,979.58 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$3,977.91 
AAPL Apple Inc.
+0.53%
+$23,669.75 
GD General Dynamics Corporation
+0.52%
+$10,172.4 
GOOGL Alphabet Inc
+0.43%
+$23,623.95 
BRK-B Berkshire Hathaway Inc.
+0.35%
+$12,951.76 
ELV Elevance Health, Inc.
+0.21%
+$3,526.43 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.21%
+$782.25 
META Meta Platforms Inc Class A
+0.2%
+$2,956.73 
HON Honeywell International Inc.
+0.18%
+$2,632.28 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$5,369.62 
VOO Vanguard S&P 500 ETF
+0.09%
+$269.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$3,191.84 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.06%
+$458.12 
DOV Dover Corporation
+0.03%
+$506.52 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$576.06 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$201.33 
COP ConocoPhillips
+0.01%
+$251.67 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$108.96 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 UL
UL
0%
$0 
GLW Corning Incorporated
-4.09%
-$16,282.94 
CRWD CrowdStrike Holdings, Inc.
-3.1%
-$118,778.66 
SCHW Charles Schwab Corporation
-2.67%
-$65,522 
PM Philip Morris International Inc.
-2.52%
-$6,783.04 
NVDA NVIDIA Corporation
-1.67%
-$11,272.95 
XOM Exxon Mobil Corporation
-1.31%
-$43,707.68 
VAL Valaris Limited
-1.23%
-$16,721.12 
ADI Analog Devices, Inc.
-0.93%
-$16,298.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.42%
-$7,197.12 
JPM JPMorgan Chase & Co.
-0.23%
-$4,190.67 
AMZN Amazon.com Inc
-0.13%
-$4,199.34 
RTX RTX Corporation
-0.12%
-$1,888.65 Events
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Dividends
Dividend Analysis
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| Trades 117 | Longs Won 78/117 66% | Profit Factor 1.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $251,903.52 | Best Trade (Oct 14) $2.75M | Sharpe Ratio -11.01 |
| Average Loss -$458,211.61 | Worst Trade (Sep 30) -$11.98M | Z-Score 5.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $14,689.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.72% | 3.17% | 7.56% | 14.01% | 22.61% | 33.43% | 46.53% | 61.96% | 79.77% |
| Consecutive Losing Trades | 234 | 210 | 187 | 164 | 140 | 117 | 93 | 70 | 47 | 23 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,942 | $2.67M | $4.46M | - | $1.79M | 67.29% | +0.533% |
| ADBE Adobe Inc. | 2,316 | $896,014 | $579,277.92 | - | -$316,736.08 | -35.35% | +3.922% |
| ADI Analog Devices, Inc. | 4,329 | $1.03M | $1.73M | - | $699,538.25 | 67.84% | -0.933% |
| ADSK Autodesk, Inc. | 2,684 | $831,258.82 | $653,594.26 | - | -$177,664.56 | -21.37% | +5.354% |
| AMZN Amazon.com Inc | 12,351 | $2.71M | $3.13M | - | $424,166.74 | 15.65% | -0.134% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 22,906 | $630,831 | $718,790.28 | - | $87,959.28 | 13.94% | +0.064% |
| BAC Bank of America Corporation | 32,732 | $1.55M | $1.7M | - | $150,598.81 | 9.72% | +1.041% |
| BDX Becton, Dickinson and Company | 7,714.68 | $1.05M | $1.48M | - | $437,592.59 | 41.81% | +1.845% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 13,422 | $1.23M | $1.23M | - | -$2,886.23 | -0.23% | +0.016% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 28,803 | $2.86M | $2.86M | - | -$7,306.47 | -0.26% | +0.02% |
| BKNG Booking Holdings Inc. | 9,850 | $2.28M | $1.64M | - | -$636,802.5 | -27.92% | +3.883% |
| BNY BlackRock New York Municipal Income Trust | 23,932 | $2.19M | $3.39M | - | $1.2M | 54.95% | +3.062% |
| BRK-B Berkshire Hathaway Inc. | 7,039 | $3.44M | $3.72M | - | $277,925.07 | 8.08% | +0.35% |
| CMCSA Comcast Corp | 50,860.69 | $1.81M | $1.1M | - | -$709,793.25 | -39.17% | +2.972% |
| COP ConocoPhillips | 16,778 | $1.51M | $2.39M | - | $882,110.36 | 58.56% | +0.011% |
| COR Cencora, Inc. | 2,287 | $691,742.14 | $778,494.8 | - | $86,752.66 | 12.54% | +1.258% |
| CRM Salesforce Inc | 3,461 | $943,780.35 | $845,429.51 | - | -$98,350.84 | -10.42% | +3.528% |
| CRWD CrowdStrike Holdings, Inc. | 15,356 | $1.96M | $3.71M | - | $1.75M | 89.71% | -3.103% |
| DEO Diageo plc Sponsored ADR | 8,333 | $839,412.52 | $783,218.67 | - | -$56,193.85 | -6.69% | +2.163% |
| DIS The Walt Disney Company | 9,096 | $1.13M | $1.01M | - | -$115,428.26 | -10.23% | +2.138% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Harvey E. Hutchinson IV?
The largest contributions to the portfolio's profits come from the following stocks: Enbridge Inc. Preferred Stock 2.983% Perpetual - $145,781.36, SPDR Bloomberg 3-12 Month T-Bill ETF - $129,041.82, Oracle Corporation - $127,739.64, Comcast Corp - $98,379.86, and SPDR Portfolio Developed World ex-US ETF - $95,768.12. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: The Walt Disney Company - $11.97M, Salesforce Inc - $23,663.66, and CrowdStrike Holdings, Inc - $13,478.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Harvey E. Hutchinson IV's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.79M earned over time. The largest contributors to dividend income include SPDR Bloomberg 3-12 Month T-Bill ETF - $129,041.82, Comcast Corp - $98,379.86, SPDR Portfolio Developed World ex-US ETF - $95,768.12, Exxon Mobil Corporation - $94,534.33, and ConocoPhillips - $69,354.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Harvey E. Hutchinson IV's monthly returns?
Harvey E. Hutchinson IV's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Harvey E. Hutchinson IV's strategy be considered aggressive or moderate?
Harvey E. Hutchinson IV's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Harvey E. Hutchinson IV's strategy?
Harvey E. Hutchinson IV's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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