Latest First National Bank of Hutchinson Stock Portfolio

First National Bank of Hutchinson Performance:
2025 Q2: 0.26%YTD: -5.11%2024: 16.66%

Performance for 2025 Q2 is 0.26%, and YTD is -5.11%, and 2024 is 16.66%.

About First National Bank of Hutchinson and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, First National Bank of Hutchinson reported an equity portfolio of $160.7 Millions as of 30 Jun, 2025.

The top stock holdings of First National Bank of Hutchinson are IJR, XLB, NVDA. The fund has invested 17.7% of it's portfolio in ISHARES CORE S&P 500 ETF and 6.6% of portfolio in SPDR TECHNOLOGY SELECT SECTOR E.

The fund managers got completely rid off ELEVANCE HEALTH INC (ELV), MID-AMERICA APT CMNTYS INC (MAA) and COPART INC (CPRT) stocks. They significantly reduced their stock positions in LILLY (ELI) & CO (LLY), MERCADOLIBRE INC (MELI) and NEXTERA ENERGY INC (NEE). First National Bank of Hutchinson opened new stock positions in THE TRADE DESK INC CL A (TTD), EQT CORP (EQT) and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), EMCOR GROUP INC (EME) and CONSTELLATION ENERGY CORP (CEG).

First National Bank of Hutchinson Annual Return Estimates Vs S&P 500

Our best estimate is that First National Bank of Hutchinson made a return of 0.26% in the last quarter. In trailing 12 months, it's portfolio return was 1.22%.
2019202020212022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
the trade desk inc cl a634,016
eqt corp503,535
boeing co229,645
alphabet inc a212,886
invesco qqq trust206,865
kla corp200,646

New stocks bought by First National Bank of Hutchinson

Additions to existing portfolio by First National Bank of Hutchinson

Reductions

Ticker% Reduced
lilly (eli) & co-30.8
mercadolibre inc-27.03
nextera energy inc-21.75
amazon.com inc-17.96
the kroger co-17.9
ishares core msci eafe etf-15.00
alphabet inc c-14.29
ishares core s&p us growth etf-10.67

First National Bank of Hutchinson reduced stake in above stock

Sold off

Ticker$ Sold
copart inc-942,336
micron technology inc-767,586
mid-america apt cmntys inc-966,770
globe life inc.-546,111
evercore inc-710,204
elevance health inc-1,134,810
united therapeutics corp del-787,013
arm holdings plc-219,133

First National Bank of Hutchinson got rid off the above stocks

Sector Distribution

First National Bank of Hutchinson has about 48.5% of it's holdings in Others sector.

49%21%
Sector%
Others48.5
Technology20.5
Communication Services5.9
Financial Services5.8
Consumer Cyclical5.7
Consumer Defensive5
Industrials2.3
Energy1.9
Utilities1.8
Healthcare1.4
Basic Materials1.1

Market Cap. Distribution

First National Bank of Hutchinson has about 50.9% of it's portfolio invested in the large-cap and mega-cap stocks.

49%35%16%
Category%
UNALLOCATED48.8
MEGA-CAP35
LARGE-CAP15.9

Stocks belong to which Index?

About 46.2% of the stocks held by First National Bank of Hutchinson either belong to S&P 500 or RUSSELL 2000 index.

54%46%
Index%
Others53.6
S&P 50046.2
Top 5 Winners (%)%
VST
vistra corp
64.8 %
AVGO
broadcom inc
61.3 %
ZS
zscaler inc com
57.5 %
APH
amphenol corp
49.6 %
NVDA
nvidia corp
45.3 %
Top 5 Winners ($)$
IJR
ishares core s&p 500 etf
2.7 M
NVDA
nvidia corp
2.4 M
XLB
spdr technology select sector e
2.0 M
MSFT
microsoft corp
1.8 M
AVGO
broadcom inc
1.4 M
Top 5 Losers (%)%
ORLY
oreilly automotive inc
-93.5 %
OXY
occidental petroleum corp
-14.9 %
COP
conocophillips
-14.5 %
CVX
chevron corp
-13.4 %
PEP
pepsico inc
-11.9 %
Top 5 Losers ($)$
ORLY
oreilly automotive inc
-17.0 M
AAPL
apple inc
-0.6 M
XLB
spdr health care select sector
-0.2 M
COP
conocophillips
-0.1 M
LLY
lilly (eli) & co
-0.1 M

First National Bank of Hutchinson Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

IJRXLBNVDAIJRMSFTAAPLIJRAMZNGOOGAVGOXLBMETAJPMKRWMTXLBXLBXLBVCRWDMAXLBVSTEMENOWORLYLLYHDCE..XL..RO..ML..CO..ICEZSTSMSSNCC..N..W..A..ISRGCMGAM..XL..TTDBACP..

Current Stock Holdings of First National Bank of Hutchinson

First National Bank of Hutchinson has 85 stocks in it's portfolio. About 54.5% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for First National Bank of Hutchinson last quarter.

Last Reported on: 29 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions

Historical Trend of ISHARES CORE S&P 500 ETF Position Held By First National Bank of Hutchinson

What % of Portfolio is IJR?:

No data available

Number of IJR shares held:

No data available

Change in No. of Shares Held:

No data available