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:
2.07%
Gain -0.01%
Monthly
0.15%
Yearly
1.77%
Drawdown
6.17%
$108.27M
Equity
Holdings
$108.27M
Investment
$93.57M
$2.95M
Profit +$108,318.44
Realized
-$11.75M
Unrealized
$14.7M
Dividends
$1.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
$108,318.44
Win %
66%
This Week
Compared To Last Week
Gain
0.1%
Profit
$108,318.44
Win %
66%
This Month
Compared to last month
Gain
3.6%
Profit
$3.76M
Win %
66%
This Year
Compared to last year
Gain
8.6%
Profit
$8.57M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$445,623.96 
GOOGL Alphabet Inc
+6.73%
+$351,543.15 
VAL Valaris Limited
+4.78%
+$58,041.58 
META Meta Platforms Inc Class A
+3.28%
+$36,332.38 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$86,607.84 
MSFT Microsoft Corp.
+3.02%
+$129,417.14 
NVDA NVIDIA Corporation
+2.93%
+$17,444.07 
GLW Corning Incorporated
+2.24%
+$8,550.66 
CRM Salesforce Inc
+1.83%
+$11,455.89 
ORCL Oracle Corporation
+1.81%
+$20,316.45 
VZ Verizon Communications Inc.
+1.52%
+$4,097.1 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$23,567.04 
CMCSA Comcast Corp
+1.23%
+$14,749.6 
COP ConocoPhillips
+1.22%
+$24,328.12 
WFC Wells Fargo & Company
+1.19%
+$3,728.1 
VEEV Veeva Systems Inc.
+1.1%
+$5,281.38 
ADBE Adobe Inc.
+1.01%
+$5,813.18 
SCHW Charles Schwab Corporation
+0.87%
+$23,065.77 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,114.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$23,539.82 
HON Honeywell International Inc.
+0.47%
+$7,957.58 
SNY Sanofi American Depositary Receipt
+0.44%
+$4,262.88 
RTX RTX Corporation
+0.39%
+$7,050.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$13,092.54 
BAC Bank of America Corporation
+0.36%
+$7,201.04 
GD General Dynamics Corporation
+0.32%
+$7,173.6 
DOV Dover Corporation
+0.27%
+$4,727.54 
JPM JPMorgan Chase & Co.
+0.27%
+$5,149.32 
ADI Analog Devices, Inc.
+0.2%
+$3,203.42 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$5,982.95 
BDX Becton, Dickinson and Company
+0.1%
+$1,311.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$402.66 
DIS The Walt Disney Company
+0.03%
+$272.88 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$576.06 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 UL
UL
0%
$0 
AAPL Apple Inc.
-7.35%
-$317,337.84 
VKTX Viking Therapeutics Inc.
-4.14%
-$14,853.54 
URA Global X Uranium ETF
-1.64%
-$8,800.35 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$58,033.92 
NVS Novartis AG Sponsored ADR
-1.45%
-$22,112.34 
IQV IQVIA Holdings Inc.
-1.17%
-$22,259.61 
SHW The Sherwin-Williams Company
-1.16%
-$2,413.94 
DEO Diageo plc Sponsored ADR
-1.12%
-$8,333 
KO The Coca-Cola Company
-1.02%
-$3,906.9 
XOM Exxon Mobil Corporation
-0.97%
-$28,762.47 
MA Mastercard Incorporated
-0.74%
-$11,713.01 
GSK GSK plc Sponsored ADR
-0.73%
-$2,071.38 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$22,741.86 
PM Philip Morris International Inc.
-0.61%
-$1,548.15 
ECL Ecolab Inc.
-0.61%
-$3,878.28 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$5,556 
PEP PepsiCo, Inc.
-0.46%
-$5,937.92 
MDT Medtronic plc
-0.37%
-$2,349.76 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$3,193.62 
ADSK Autodesk, Inc.
-0.33%
-$2,066.68 
COR Cencora, Inc.
-0.28%
-$2,035.45 
FISV Fiserv, Inc.
-0.24%
-$479.7 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
-0.2%
-$1,603.42 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,473.3 
BKNG Booking Holdings Inc.
-0.18%
-$3,349.2 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,592.07 
ELV Elevance Health, Inc.
-0.15%
-$2,158.2 
V Visa Inc. Class A
-0.04%
-$1,172.84 
UBER Uber Technologies, Inc.
-0.01%
-$271.14 Events
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Dividends
Dividend Analysis
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| Trades 117 | Longs Won 78/117 66% | Profit Factor 1.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $255,829.63 | Best Trade (Aug 06) $2.9M | Sharpe Ratio -11 |
| Average Loss -$435,899.09 | Worst Trade (Sep 30) -$11.98M | Z-Score 5.12 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $25,242.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.02% | 0.22% | 1.03% | 3.08% | 7.19% | 14.36% | 25.8% | 42.84% | 67.02% |
| Consecutive Losing Trades | 248 | 224 | 199 | 174 | 149 | 124 | 99 | 75 | 50 | 25 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,942 | $2.67M | $4M | - | $1.33M | 49.88% | -7.354% |
| ADBE Adobe Inc. | 2,316 | $896,014 | $579,949.56 | - | -$316,064.44 | -35.27% | +1.013% |
| ADI Analog Devices, Inc. | 4,329 | $1.03M | $1.59M | - | $559,300.3 | 54.24% | +0.202% |
| ADSK Autodesk, Inc. | 2,684 | $831,258.82 | $628,592.8 | - | -$202,666.02 | -24.38% | -0.328% |
| AMZN Amazon.com Inc | 12,351 | $2.71M | $3.35M | - | $644,508.46 | 23.78% | +15.321% |
| ASHR Xtrackers Harvest CSI 300 China A-Shares ETF | 22,906 | $630,831 | $783,385.2 | - | $152,554.2 | 24.18% | -0.204% |
| BAC Bank of America Corporation | 32,732 | $1.55M | $2.03M | - | $478,737.11 | 30.91% | +0.356% |
| BDX Becton, Dickinson and Company | 7,714.68 | $1.05M | $1.28M | - | $231,186.33 | 22.09% | +0.103% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 13,422 | $1.23M | $1.23M | - | -$940.04 | -0.08% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 28,803 | $2.86M | $2.86M | - | -$249.73 | -0.01% | +0.02% |
| BKNG Booking Holdings Inc. | 9,850 | $2.28M | $1.9M | - | -$380,899.6 | -16.7% | -0.176% |
| BNY BlackRock New York Municipal Income Trust | 23,932 | $2.19M | $3.74M | - | $1.55M | 70.75% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 7,039 | $3.44M | $3.6M | - | $160,725.72 | 4.67% | +0.365% |
| CMCSA Comcast Corp | 50,860.69 | $1.81M | $1.22M | - | -$593,607.09 | -32.76% | +1.225% |
| COP ConocoPhillips | 16,778 | $1.51M | $2.02M | - | $515,091.61 | 34.2% | +1.218% |
| COR Cencora, Inc. | 2,287 | $691,742.14 | $712,034.58 | - | $20,292.44 | 2.93% | -0.285% |
| CRM Salesforce Inc | 3,461 | $943,780.35 | $636,893.23 | - | -$306,887.12 | -32.52% | +1.832% |
| CRWD CrowdStrike Holdings, Inc. | 15,356 | $1.96M | $2.93M | - | $975,597.39 | 49.9% | +3.045% |
| DEO Diageo plc Sponsored ADR | 8,333 | $839,412.52 | $733,803.96 | - | -$105,608.56 | -12.58% | -1.123% |
| DIS The Walt Disney Company | 9,096 | $1.13M | $874,944.24 | - | -$253,050.74 | -22.43% | +0.031% |
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Option values are updated at end of day.
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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, Oracle Corporation - $123,342.14, SPDR Bloomberg 3-12 Month T-Bill ETF - $119,990.19, SPDR Portfolio Developed World ex-US ETF - $95,768.12, and Comcast Corp - $81,595.83. 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 - $25,186.5, 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 $1.57M earned over time. The largest contributors to dividend income include SPDR Bloomberg 3-12 Month T-Bill ETF - $119,990.19, SPDR Portfolio Developed World ex-US ETF - $95,768.12, Comcast Corp - $81,595.83, Exxon Mobil Corporation - $75,171.36, 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.
