Portfolio (Quarterly)
Guide ↗
First National Bank of Hutchinson
· CIK 0001313871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GRMN | Garmin Ltd | Technology | 1,079.0 | $250K | 0.16% | +11.0 | +1.0% | $232.01 | +3.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.8%
Consumer Defensive
12.5%
Communication Services
11.5%
Financial Services
8.9%
Industrials
6.8%
Consumer Cyclical
6.5%
Energy
5.8%
Healthcare
5.5%
Utilities
2.1%
Basic Materials
1.5%