Portfolio (Quarterly) Guide ↗

First National Bank of Hutchinson

· CIK 0001313871

13F Portfolio $182M AUM 157 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 14 New 33 Added 24 Reduced 8 Exited

Page 2 of 2 · 33 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	GE	GE Aerospace	Industrials	2,517.0	$941K	0.52%	+52.0	+2.1%	$373.73	-8.3%
22	XLI	SPDR Industrial Select Sector E	—	4,828.0	$894K	0.49%	+148.0	+3.2%	$185.23	-4.4%
23	XLY	SPDR Consumer Discretionary Sel	—	7,102.0	$833K	0.46%	+222.0	+3.2%	$117.28	-0.1%
24	XLV	SPDR Health Care Select Sector	—	4,912.0	$779K	0.43%	+177.0	+3.7%	$158.66	+7.9%
25	BHP	BHP Group Ltd	Basic Materials	9,188.0	$765K	0.42%	+2K	+34.5%	$83.31	+14.2%
26	KLAC	KLA Corp	Technology	2,240.0	$676K	0.37%	+2K	+900.0%	$301.71	-41.8%
27	TGT	Target Corp	Consumer Defensive	5,064.0	$661K	0.36%	+327.0	+6.9%	$130.61	+24.9%
28	UBS	UBS Group AG	Financial Services	12,117.0	$601K	0.33%	+227.0	+1.9%	$49.56	+10.8%
29	KO	Coca-Cola Co	Consumer Defensive	6,673.0	$542K	0.30%	+776.0	+13.2%	$81.27	+10.3%
30	XLE	SPDR Energy Select Sector ETF	—	9,954.0	$529K	0.29%	+170.0	+1.7%	$53.11	+18.0%
31	IWF	iShares Russell 1000 Growth ETF	—	3,540.0	$440K	0.24%	+3K	+300.0%	$124.17	-1.1%
32	XLP	SPDR Consumer Staples Select Se	—	4,110.0	$341K	0.19%	+173.0	+4.4%	$83.07	+2.9%
33	XLU	SPDR Utilities Select Sector ET	—	4,977.0	$226K	0.12%	+125.0	+2.6%	$45.34	-5.8%

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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 47.1%

Financial Services 12.1%

Consumer Defensive 11.4%

Industrials 8.1%

Consumer Cyclical 7.0%

Healthcare 5.9%

Energy 4.2%

Communication Services 2.3%

Basic Materials 1.8%