First National Bank of Hutchinson
CIK 1313871 · View on SEC EDGAR ↗
- Portfolio value
- $91.1M
- Positions
- 90
- As of
- June 30, 2026
#8,418 of 9,443 by 13F value · top 89.1%
Portfolio value QoQ: +6.5% 13F does not disclose cash
- Top 10 holdings weight
- 56.93%
- Top 25 holdings weight
- 78.86%
- Positions above 1%
- 24
- Effective number of positions
- 24.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 25.21% Est. buys $22,271,810 · sells $26,141,311
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 61.6% still held
- New positions
- 14
- Increased
- 37
- Decreased
- 21
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
31.7%
Retail
10.8%
Industrials
9.1%
Financials
5.5%
Healthcare
4.3%
Financial Services
3.7%
Energy
1.2%
Consumer products
0.9%
Communications
0.8%
Consumer Staples
0.8%
Communication Services
0.7%
Materials
0.4%
Consumer Discretionary
0.3%
Other/Unmapped
29.7%
Full portfolio 90 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $9,107,096 | 9.99% | 45,515 | $1,317,520 | Up ×3 | ||
| XLK XLK | $6,401,091 | 7.02% | 33,598 | $5,715,327 | Up ×1 | ||
| IJH | $6,299,039 | 6.91% | 81,689 | $969,977 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $5,687,063 | 6.24% | 15,246 | $276,658 | Up ×3 | ||
| IVV | $4,580,211 | 5.03% | 6,116 | $-193,448 | Down ×6 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4,541,704 | 4.98% | 13,875 | $1,117,093 | Up ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $4,367,546 | 4.79% | 11,562 | $818,085 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,239,115 | 4.65% | 17,786 | $342,800 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $3,524,651 | 3.87% | 31,120 | $-233,328 | Up ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3,143,304 | 3.45% | 5,411 | $3,098,346 | Up ×3 | ||
| AAPL Apple Inc. - Common Stock | $2,633,176 | 2.89% | 9,100 | $-4,439,190 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $2,368,874 | 2.60% | 1,975 | $682,936 | Up ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $1,768,799 | 1.94% | 1,661 | $618,968 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,581,924 | 1.74% | 2,188 | $1,550,138 | Up ×1 | ||
| IJR | $1,237,499 | 1.36% | 8,344 | $-116,983 | Down ×5 | ||
| VEA | $1,198,140 | 1.31% | 16,816 | $318,193 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $1,195,489 | 1.31% | 6,301 | $-19,974 | |||
| JNJ Johnson & Johnson Common Stock | $1,181,468 | 1.30% | 4,652 | $46,778 | Up ×2 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $1,141,025 | 1.25% | 5,095 | $105,823 | |||
| V Visa Inc. | $1,061,177 | 1.16% | 3,093 | $-368,418 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,003,759 | 1.10% | 1,073 | $963,902 | Up ×3 | ||
| Unknown issuer (CUSIP: n07059210) | $923,100 | 1.01% | 464 | $894,042 | Up ×1 | ||
| GE GE Aerospace Common Stock | $922,739 | 1.01% | 2,469 | $254,177 | Up ×1 | ||
| CLS Celestica, Inc. Common Stock | $921,485 | 1.01% | 2,526 | $212,496 | Up ×2 | ||
| AXP American Express Company Common Stock | $840,551 | 0.92% | 2,485 | Up ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $828,770 | 0.91% | 1,086 | $808,469 | Up ×1 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $794,092 | 0.87% | 8,623 | $2,626 | Up ×3 | ||
| XLY XLY | $747,308 | 0.82% | 6,372 | $667,753 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $744,206 | 0.82% | 1,449 | $686,745 | Up ×3 | ||
| MLM Martin Marietta Materials, Inc. Common Stock | $738,176 | 0.81% | 1,280 | $709,331 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $704,760 | 0.77% | 6,000 | $239,220 | |||
| KLAC KLA Corporation - Common Stock | $675,830 | 0.74% | 2,240 | $346,010 | Up ×1 | ||
| XLI XLI | $669,236 | 0.73% | 3,613 | $108,842 | Up ×2 | ||
| VNQ | $659,581 | 0.72% | 6,840 | $50,478 | Down ×1 | ||
| GLD | $620,720 | 0.68% | 1,685 | $-104,319 | |||
| PG Procter & Gamble Company (The) Common Stock | $595,065 | 0.65% | 4,058 | $8,927 | |||
| AAON AAON, Inc. - Common Stock | $570,236 | 0.63% | 4,495 | Up ×1 | |||
| CRH CRH PLC Ordinary Shares | $511,781 | 0.56% | 4,783 | $466,895 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $502,469 | 0.55% | 3,711 | $323,264 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $443,930 | 0.49% | 3,247 | $-1,509,705 | Down ×1 | ||
| IWF | $439,562 | 0.48% | 3,540 | $62,198 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $439,145 | 0.48% | 7,707 | $63,429 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $397,395 | 0.44% | 1,112 | $79,929 | Up ×1 | ||
| XLE XLE | $364,866 | 0.40% | 6,870 | $-55,990 | |||
| AMGN Amgen Inc. - Common Stock | $333,875 | 0.37% | 922 | $9,469 | |||
| COP ConocoPhillips Common Stock | $331,424 | 0.36% | 3,188 | $-90,052 | Down ×1 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $308,468 | 0.34% | 1,640 | $54,088 | |||
| NUE Nucor Corporation Common Stock | $298,485 | 0.33% | 1,340 | $71,891 | |||
| BRKB | $296,231 | 0.33% | 592 | $10,628 | Down ×1 | ||
| JEF Jefferies Financial Group Inc. Common Stock | $295,432 | 0.32% | 5,911 | $51,485 | |||
| CVX Chevron Corporation Common Stock | $275,162 | 0.30% | 1,660 | $-68,292 | |||
| XLF XLF | $267,246 | 0.29% | 4,985 | $21,137 | |||
| IBM International Business Machines Corporation Common Stock | $264,900 | 0.29% | 942 | $236,783 | Up ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $264,137 | 0.29% | 628 | $69,340 | Up ×1 | ||
| GRMN Garmin Ltd. Common Stock (Switzerland) | $256,306 | 0.28% | 1,079 | $5,967 | |||
| IEFA | $255,840 | 0.28% | 2,649 | $-40,555 | Down ×2 | ||
| SCHA | $247,238 | 0.27% | 6,843 | Up ×1 | |||
| VOO | $234,889 | 0.26% | 342 | ||||
| XLP XLP | $228,443 | 0.25% | 2,750 | $17,181 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $225,332 | 0.25% | 520 | Up ×1 | |||
| IJK | $223,250 | 0.24% | 1,900 | Up ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $216,915 | 0.24% | 1,500 | Up ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $207,372 | 0.23% | 288 | Up ×1 | |||
| Unknown issuer (CUSIP: 65339f101) | $201,608 | 0.22% | 2,297 | $-91,521 | Down ×2 | ||
| IYJ | $201,313 | 0.22% | 1,208 | Up ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $195,861 | 0.21% | 2,410 | $71,595 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $190,073 | 0.21% | 398 | $61,990 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $189,738 | 0.21% | 537 | $-7,885,945 | Down ×1 | ||
| XLV XLV | $175,319 | 0.19% | 1,105 | $13,315 | |||
| MU Micron Technology, Inc. - Common Stock | $152,366 | 0.17% | 132 | $109,460 | Up ×1 | ||
| MMM 3M Company Common Stock | $138,919 | 0.15% | 858 | $14,312 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $133,169 | 0.15% | 879 | Up ×1 | |||
| XLU XLU | $128,766 | 0.14% | 2,840 | $-1,562 | |||
| VTV | $126,835 | 0.14% | 582 | Up ×1 | |||
| SNEX StoneX Group Inc. - Common Stock | $122,411 | 0.13% | 1,033 | Up ×1 | |||
| KR Kroger Company (The) Common Stock | $107,728 | 0.12% | 1,940 | $-32,650 | |||
| EMR Emerson Electric Company Common Stock | $93,906 | 0.10% | 656 | Up ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $82,240 | 0.09% | 146 | $-2,797,290 | Down ×1 | ||
| Unknown issuer (CUSIP: 36828a101) | $69,317 | 0.08% | 59 | $22,180 | Up ×3 | ||
| EME EMCOR Group, Inc. Common Stock | $61,411 | 0.07% | 74 | $-1,031,288 | Down ×1 | ||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $60,316 | 0.07% | 724 | $22,564 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $56,775 | 0.06% | 322 | $-1,060,664 | Down ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $55,294 | 0.06% | 40 | $7,187 | Down ×1 | ||
| WFC Wells Fargo & Company Common Stock | $52,972 | 0.06% | 641 | $-375,967 | Down ×1 | ||
| UBS UBS Group AG Registered Ordinary Shares | $49,213 | 0.05% | 993 | $-379,932 | Down ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $44,120 | 0.05% | 569 | $-601,765 | Down ×1 | ||
| EVR Evercore Inc. Class A Common Stock | $43,021 | 0.05% | 126 | ||||
| TGT Target Corporation Common Stock | $32,261 | 0.04% | 247 | $7,900 | Up ×1 | ||
| MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock | $21,103 | 0.02% | 1,061 | $-5,455 | Down ×1 | ||
| Unknown issuer (CUSIP: 68389x105) | $6,448 | 0.01% | 44 | $-8,851 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| NVDA | $9,107,096 | 9.99% | up ×3 |
| MSFT | $5,687,063 | 6.24% | up ×3 |
| JPM | $4,541,704 | 4.98% | up ×3 |
| AVGO | $4,367,546 | 4.79% | up ×3 |
| WMT | $3,524,651 | 3.87% | up ×4 |
| AMD | $3,143,304 | 3.45% | up ×3 |
| LLY | $2,368,874 | 2.60% | up ×3 |
| COST | $1,003,759 | 1.10% | up ×3 |
| ORLY | $794,092 | 0.87% | up ×3 |
| MA | $744,206 | 0.82% | up ×3 |
| IBM | $264,900 | 0.29% | up ×3 |
| None | $69,317 | 0.08% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AXP | $840,551 | 2,485 | 0.92% |
| AAON | $570,236 | 4,495 | 0.63% |
| SCHA | $247,238 | 6,843 | 0.27% |
| VOO | $234,889 | 342 | 0.26% |
| LRCX | $225,332 | 520 | 0.25% |
| IJK | $223,250 | 1,900 | 0.24% |
| BK | $216,915 | 1,500 | 0.24% |
| PWR | $207,372 | 288 | 0.23% |
| IYJ | $201,313 | 1,208 | 0.22% |
| TJX | $133,169 | 879 | 0.15% |
| VTV | $126,835 | 582 | 0.14% |
| SNEX | $122,411 | 1,033 | 0.13% |
| EMR | $93,906 | 656 | 0.10% |
| EVR | $43,021 | 126 | 0.05% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AAPL | Trimmed | -19K | -$4.4M |
| XOM | Trimmed | -8K | -$1.5M |
| NVDA | Bought more | +850 | +$1.3M |
| JPM | Bought more | +2K | +$1.1M |
| IJH | Bought more | +3K | +$970K |
| AVGO | Bought more | +94 | +$818K |
| LLY | Bought more | +142 | +$683K |
| CAT | Bought more | +38 | +$619K |
| V | Trimmed | -2K | -$368K |
| KLAC | Bought more | +2K | +$346K |
17 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XLC | Dec. 31, 2025 | 9,991 | $1,182,635 | No longer tracked |
| ZTS | March 31, 2025 | 6,170 | $1,005,278 | -53.5% |
| TREX | March 31, 2025 | 14,429 | $996,034 | -18.6% |
| DHR | March 31, 2025 | 4,248 | $975,128 | 4.4% |
| TGT | March 31, 2025 | 5,631 | $761,199 | 55.6% |
| ROP | Dec. 31, 2025 | 1,100 | $548,559 | -9.1% |
| MTH | March 31, 2025 | 3,385 | $520,681 | 1.0% |
| LULU | March 31, 2025 | 1,293 | $494,456 | -58.4% |
| SO | Dec. 31, 2025 | 3,434 | $325,440 | 4.5% |
| IUSV | June 30, 2026 | 3,026 | $309,409 | |
| BA | March 31, 2026 | 1,138 | $247,083 | 7.8% |
| NVS | June 30, 2026 | 1,498 | $228,820 | 0.2% |
| ICLR | March 31, 2025 | 1,073 | $225,019 | -1.3% |
| TSLA | March 31, 2025 | 546 | $220,497 | 34.6% |
| VOO | March 31, 2026 | 321 | $201,309 | No longer tracked |
| CBSH | Sept. 30, 2025 | 3,227 | $200,623 | -1.3% |
| HD | June 30, 2026 | 465 | $152,934 | -4.8% |
| BR | March 31, 2026 | 500 | $111,585 | 10.3% |
| MO | Dec. 31, 2025 | 1,296 | $85,614 | 15.8% |
| ITW | Dec. 31, 2025 | 310 | $80,836 | 14.8% |
| ELV | June 30, 2025 | 155 | $67,419 | 2.8% |
| QQQ | Sept. 30, 2025 | 114 | $62,887 | |
| ELV | March 31, 2026 | 167 | $58,542 | 36.6% |
| XLB | Dec. 31, 2025 | 480 | $43,018 | No longer tracked |
| PAYX | March 31, 2026 | 366 | $41,058 | 32.5% |
| WM | June 30, 2026 | 176 | $40,443 | 0.5% |
| VST | June 30, 2026 | 207 | $31,118 | -12.3% |
| SSNC | March 31, 2026 | 348 | $30,422 | 21.7% |
| ROST | Sept. 30, 2025 | 235 | $29,981 | 56.4% |
| EQT | Sept. 30, 2025 | 369 | $21,520 | -1.1% |
| MAA | June 30, 2025 | 125 | $20,948 | -10.8% |
| NOW | June 30, 2026 | 195 | $20,387 | 30.6% |
| ZS | March 31, 2026 | 90 | $20,243 | 23.3% |
| ICE | Sept. 30, 2025 | 101 | $18,530 | -4.5% |
| CPRT | June 30, 2025 | 326 | $18,448 | -30.1% |
| VZ | June 30, 2026 | 366 | $18,373 | 16.8% |
| CEG | March 31, 2026 | 52 | $18,370 | -2.4% |
| AON | Dec. 31, 2025 | 49 | $17,472 | 0.1% |
| UTHR | June 30, 2025 | 56 | $17,263 | 83.1% |
| MU | June 30, 2025 | 197 | $17,117 | 698.9% |
| IBN | Sept. 30, 2025 | 499 | $16,786 | -1.2% |
| MEDP | March 31, 2026 | 29 | $16,288 | 26.9% |
| LIN | March 31, 2026 | 38 | $16,203 | -1.6% |
| PSX | March 31, 2026 | 125 | $16,130 | 33.4% |
| MELI | March 31, 2026 | 8 | $16,114 | 12.0% |
| CMG | Sept. 30, 2025 | 260 | $14,599 | -8.4% |
| EVR | June 30, 2025 | 68 | $13,581 | 8.7% |
| XLRE | Dec. 31, 2025 | 305 | $12,850 | No longer tracked |
| NOW | Dec. 31, 2025 | 13 | $11,964 | -15.4% |
| OXY | Dec. 31, 2025 | 238 | $11,246 | 49.4% |
| ONON | Sept. 30, 2025 | 216 | $11,243 | -29.1% |
| WMB | March 31, 2026 | 186 | $11,180 | -1.8% |
| ICLR | Dec. 31, 2025 | 62 | $10,850 | -5.3% |
| GL | June 30, 2025 | 82 | $10,801 | 38.5% |
| TMUS | June 30, 2025 | 39 | $10,402 | -23.2% |
| ARM | June 30, 2025 | 95 | $10,145 | 55.0% |
| CP | Sept. 30, 2025 | 103 | $8,165 | 28.3% |
| CNK | Dec. 31, 2025 | 278 | $7,790 | 58.5% |
| D | Dec. 31, 2025 | 96 | $5,872 | 15.3% |
| INTU | March 31, 2025 | 1 | $629 | -41.3% |