First National Bank of Hutchinson
HUTCHINSON, KS
$182m in 90 US stocks at the end of 30 June 2026. The top 10 are 55.9% of the money. It changed about 10.3% of the portfolio this quarter.
Value
$182m
Stocks
90
Top 10 share
55.9%
Turnover
10.3%
What changed this quarter
New
Bought for the first time this quarter.
- TJX CompaniesTJX0.7% of the fund
- American ExpressAXP0.5% of the fund
- EvercoreEVR0.5% of the fund
- AaonAAON0.3% of the fund
- Vanguard Index FDSVTV0.2% of the fund
- Schwab Strategic TRSCHA0.1% of the fund
- Vanguard Index FDSVOO0.1% of the fund
- StoneX GroupSNEX0.1% of the fund
- Lam ResearchLRCX0.1% of the fund
- Ishares TRIJK0.1% of the fund
- Bank of New York MellonBNY0.1% of the fund
- Emerson ElectricEMR0.1% of the fund
- Quanta ServicesPWR0.1% of the fund
- Ishares TRIYJ0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV17.4% of the fund+6%
- Select Sector Spdr TRXLK4.1% of the fund+4%
- MicrosoftMSFT3.3% of the fund+4%
- JPMorgan ChaseJPM2.8% of the fund+16%
- Johnson & JohnsonJNJ1.7% of the fund+11%
- Eli LillyLLY1.5% of the fund+7%
- CaterpillarCAT1.2% of the fund+2%
- Applied MaterialsAMAT0.9% of the fund+3%
- GE VernovaGEV0.9% of the fund+4%
- Procter & GamblePG0.7% of the fund+20%
- Vanguard Tax-Managed FDSVEA0.7% of the fund+22%
- Select Sector Spdr TRXLF0.6% of the fund+3%
- General ElectricGE0.5% of the fund+2%
- Select Sector Spdr TRXLI0.5% of the fund+3%
- Select Sector Spdr TRXLY0.5% of the fund+3%
- Select Sector Spdr TRXLV0.4% of the fund+4%
- BHP Billiton LimitedBHP0.4% of the fund+34%
- TargetTGT0.4% of the fund+7%
- Coca-ColaKO0.3% of the fund+13%
- Select Sector Spdr TRXLP0.2% of the fund+4%
- Select Sector Spdr TRXLU0.1% of the fund+3%
Cut
Sold some of their stake.
- AppleAAPL5.8% of the fund-2%
- Amazon.comAMZN2.5% of the fund-5%
- Berkshire HathawayBRK-B1.7% of the fund-11%
- Meta PlatformsMETA1.1% of the fund-33%
- KrogerKR1.0% of the fund-5%
- AmphenolAPH0.6% of the fund-28%
- VisaV0.6% of the fund-34%
- ConocoPhillipsCOP0.6% of the fund-23%
- Monolithic Power SystemsMPWR0.5% of the fund-30%
- ASML Holding NVASML0.5% of the fund-4%
- MastercardMA0.4% of the fund-3%
- PepsiCoPEP0.4% of the fund-13%
- OracleORCL0.3% of the fund-4%
- Mitsubishi UFJ Financial GroupMUFG0.3% of the fund-6%
- TeslaTSLA0.3% of the fund-4%
- ShellSHEL0.2% of the fund-23%
- AlphabetGOOGL0.2% of the fund-8%
- International Business MachinesIBM0.1% of the fund-71%
- Ishares TRIEFA0.1% of the fund-19%
- 3MMMM0.1% of the fund-9%
- NextEra EnergyNEE0.1% of the fund-27%
Sold out
Sold their entire stake.
- Home DepotHD-100%
- Waste ManagementWM-100%
- VistraVST-100%
- ServiceNowNOW-100%
- Intuitive SurgicalISRG-100%
- Ishares TRIUSV-100%
- Novartis AGNVS-100%
- Verizon CommunicationsVZ-100%
Holdings
- Ishares TRIVV
- Share
- 17.4%
- Value
- $32m
- Shares
- 42,374
+6%
- Ishares TRIJH
- Share
- 4.3%
- Value
- $8m
- Shares
- 101,634
Held
- Select Sector Spdr TRXLK
- Share
- 4.1%
- Value
- $7m
- Shares
- 38,758
+4%
- Ishares TRIJR
- Share
- 3.7%
- Value
- $7m
- Shares
- 46,038
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.7%
- Value
- $1m
- Shares
- 16,816
+22%
- Select Sector Spdr TRXLF
- Share
- 0.6%
- Value
- $1m
- Shares
- 20,145
+3%
- Select Sector Spdr TRXLI
- Share
- 0.5%
- Value
- $894,290
- Shares
- 4,828
+3%
- Select Sector Spdr TRXLY
- Share
- 0.5%
- Value
- $832,922
- Shares
- 7,102
+3%
- Select Sector Spdr TRXLV
- Share
- 0.4%
- Value
- $779,338
- Shares
- 4,912
+4%
- BHP Billiton LimitedBHP
- Share
- 0.4%
- Value
- $765,452
- Shares
- 9,188
+34%
- Vanguard Index FDSVNQ
- Share
- 0.4%
- Value
- $659,581
- Shares
- 6,840
Held
- Spdr Gold TRGLD
- Share
- 0.3%
- Value
- $620,720
- Shares
- 1,685
Held
- Select Sector Spdr TRXLE
- Share
- 0.3%
- Value
- $528,657
- Shares
- 9,954
Held
- ShellSHEL
- Share
- 0.2%
- Value
- $450,352
- Shares
- 5,808
-23%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $439,562
- Shares
- 3,540
Held
- Select Sector Spdr TRXLP
- Share
- 0.2%
- Value
- $341,418
- Shares
- 4,110
+4%
- Ishares TRIUSG
- Share
- 0.2%
- Value
- $308,468
- Shares
- 1,640
Held
- Vanguard Index FDSVTV
- Share
- 0.2%
- Value
- $282,655
- Shares
- 1,297
New
- Ishares TRIEFA
- Share
- 0.1%
- Value
- $255,840
- Shares
- 2,649
-19%
- Schwab Strategic TRSCHA
- Share
- 0.1%
- Value
- $247,238
- Shares
- 6,843
New
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $234,889
- Shares
- 342
New
- Select Sector Spdr TRXLU
- Share
- 0.1%
- Value
- $225,658
- Shares
- 4,977
+3%
- Ishares TRIJK
- Share
- 0.1%
- Value
- $223,250
- Shares
- 1,900
New
- Ishares TRIYJ
- Share
- 0.1%
- Value
- $201,313
- Shares
- 1,208
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 17.4% | $32m | 42,374 | +6% |
| AppleAAPL | 5.8% | $11m | 36,582 | -2% |
| NvidiaNVDA | 5.6% | $10m | 51,277 | Held |
| AlphabetGOOG | 5.6% | $10m | 28,865 | Held |
| Ishares TRIJH | 4.3% | $8m | 101,634 | Held |
| Select Sector Spdr TRXLK | 4.1% | $7m | 38,758 | +4% |
| Ishares TRIJR | 3.7% | $7m | 46,038 | Held |
| MicrosoftMSFT | 3.3% | $6m | 16,291 | +4% |
| WalmartWMT | 3.2% | $6m | 51,137 | Held |
| JPMorgan ChaseJPM | 2.8% | $5m | 15,641 | +16% |
| BroadcomAVGO | 2.5% | $5m | 12,023 | Held |
| Amazon.comAMZN | 2.5% | $5m | 19,047 | -5% |
| Micron TechnologyMU | 1.9% | $3m | 2,957 | Held |
| Advanced Micro DevicesAMD | 1.8% | $3m | 5,639 | Held |
| Berkshire HathawayBRK-B | 1.7% | $3m | 6,043 | -11% |
| Johnson & JohnsonJNJ | 1.7% | $3m | 11,866 | +11% |
| Eli LillyLLY | 1.5% | $3m | 2,282 | +7% |
| Taiwan Semiconductor ManufacturingTSM | 1.3% | $2m | 4,919 | Held |
| CaterpillarCAT | 1.2% | $2m | 2,007 | +2% |
| ExxonMobil HoldingsXOM | 1.1% | $2m | 14,885 | Held |
| Meta PlatformsMETA | 1.1% | $2m | 3,498 | -33% |
| KrogerKR | 1.0% | $2m | 32,901 | -5% |
| Applied MaterialsAMAT | 0.9% | $2m | 2,296 | +3% |
| GE VernovaGEV | 0.9% | $2m | 1,343 | +4% |
| Automatic Data ProcessingADP | 0.8% | $2m | 6,795 | Held |
| TJX CompaniesTJX | 0.7% | $1m | 8,545 | New |
| EMCOR GroupEME | 0.7% | $1m | 1,557 | Held |
| Procter & GamblePG | 0.7% | $1m | 8,220 | +20% |
| Vanguard Tax-Managed FDSVEA | 0.7% | $1m | 16,816 | +22% |
| RTXRTX | 0.7% | $1m | 6,301 | Held |
| AmphenolAPH | 0.6% | $1m | 6,703 | -28% |
| VisaV | 0.6% | $1m | 3,264 | -34% |
| Select Sector Spdr TRXLF | 0.6% | $1m | 20,145 | +3% |
| ConocoPhillipsCOP | 0.6% | $1m | 10,304 | -23% |
| Costco WholesaleCOST | 0.6% | $1m | 1,114 | Held |
| CelesticaCLS | 0.6% | $1m | 2,765 | Held |
| Monolithic Power SystemsMPWR | 0.5% | $960,740 | 695 | -30% |
| ASML Holding NVASML | 0.5% | $946,973 | 476 | -4% |
| General ElectricGE | 0.5% | $940,678 | 2,517 | +2% |
| Select Sector Spdr TRXLI | 0.5% | $894,290 | 4,828 | +3% |
| American ExpressAXP | 0.5% | $883,171 | 2,611 | New |
| EvercoreEVR | 0.5% | $881,598 | 2,582 | New |
| CrowdStrike HoldingsCRWD | 0.5% | $866,164 | 1,135 | Held |
| Select Sector Spdr TRXLY | 0.5% | $832,922 | 7,102 | +3% |
| O'Reilly AutomotiveORLY | 0.5% | $827,244 | 8,983 | Held |
| ChevronCVX | 0.4% | $782,553 | 4,721 | Held |
| Select Sector Spdr TRXLV | 0.4% | $779,338 | 4,912 | +4% |
| MastercardMA | 0.4% | $777,590 | 1,514 | -3% |
| Martin Marietta MaterialsMLM | 0.4% | $766,434 | 1,329 | Held |
| BHP Billiton LimitedBHP | 0.4% | $765,452 | 9,188 | +34% |
| Cisco SystemsCSCO | 0.4% | $704,760 | 6,000 | Held |
| KLAKLAC | 0.4% | $675,830 | 2,240 | Held |
| TargetTGT | 0.4% | $661,409 | 5,064 | +7% |
| Vanguard Index FDSVNQ | 0.4% | $659,581 | 6,840 | Held |
| PepsiCoPEP | 0.4% | $658,721 | 4,865 | -13% |
| OracleORCL | 0.3% | $624,449 | 4,261 | -4% |
| Spdr Gold TRGLD | 0.3% | $620,720 | 1,685 | Held |
| UBS Group AGUBS | 0.3% | $600,518 | 12,117 | Held |
| AaonAAON | 0.3% | $586,347 | 4,622 | New |
| Mitsubishi UFJ Financial GroupMUFG | 0.3% | $568,516 | 28,583 | -6% |
| CRH PublicCRH | 0.3% | $554,902 | 5,186 | Held |
| Bank of AmericaBAC | 0.3% | $549,743 | 9,648 | Held |
| Coca-ColaKO | 0.3% | $542,315 | 6,673 | +13% |
| Select Sector Spdr TRXLE | 0.3% | $528,657 | 9,954 | Held |
| Wells Fargo & CompanyWFC | 0.3% | $498,236 | 6,029 | Held |
| TeslaTSLA | 0.3% | $484,531 | 1,152 | -4% |
| ShellSHEL | 0.2% | $450,352 | 5,808 | -23% |
| Ishares TRIWF | 0.2% | $439,562 | 3,540 | Held |
| AlphabetGOOGL | 0.2% | $397,395 | 1,112 | -8% |
| Select Sector Spdr TRXLP | 0.2% | $341,418 | 4,110 | +4% |
| AmgenAMGN | 0.2% | $333,875 | 922 | Held |
| Ishares TRIUSG | 0.2% | $308,468 | 1,640 | Held |
| NucorNUE | 0.2% | $298,485 | 1,340 | Held |
| Jefferies Financial GroupJEF | 0.2% | $295,432 | 5,911 | Held |
| Vanguard Index FDSVTV | 0.2% | $282,655 | 1,297 | New |
| International Business MachinesIBM | 0.1% | $264,900 | 942 | -71% |
| GarminGRMN | 0.1% | $256,306 | 1,079 | Held |
| Ishares TRIEFA | 0.1% | $255,840 | 2,649 | -19% |
| Schwab Strategic TRSCHA | 0.1% | $247,238 | 6,843 | New |
| Vanguard Index FDSVOO | 0.1% | $234,889 | 342 | New |
| 3MMMM | 0.1% | $225,865 | 1,395 | -9% |
| Select Sector Spdr TRXLU | 0.1% | $225,658 | 4,977 | +3% |
| StoneX GroupSNEX | 0.1% | $225,506 | 1,903 | New |
| Lam ResearchLRCX | 0.1% | $225,332 | 520 | New |
| Ishares TRIJK | 0.1% | $223,250 | 1,900 | New |
| Bank of New York MellonBNY | 0.1% | $216,915 | 1,500 | New |
| Emerson ElectricEMR | 0.1% | $208,426 | 1,456 | New |
| Quanta ServicesPWR | 0.1% | $207,372 | 288 | New |
| NextEra EnergyNEE | 0.1% | $201,608 | 2,297 | -27% |
| Ishares TRIYJ | 0.1% | $201,313 | 1,208 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 13.3% since 30 June 2025.
Where the money is
Technology26.7%
Financial services8.1%
Media & telecom6.9%
Everyday goods6.4%
Industrials6.0%
Retail & consumer4.1%
Health care3.3%
Energy2.1%
Materials0.9%
Utilities0.1%
Other35.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.