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Portfolio (Quarterly) Guide ↗

First National Bank of Hutchinson

· CIK 0001313871
13F Portfolio $157M AUM 152 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 21 Added 34 Reduced 15 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU Micron Technology Inc Technology 2,934.0 $991K 0.63% NEW $337.84 +125.6%
2 AMAT Applied Materials Inc Technology 2,227.0 $761K 0.49% NEW $341.79 +25.0%
3 GE GE Aerospace Industrials 2,465.0 $699K 0.45% NEW $283.77 +6.3%
4 ASML ASML Holding N V Technology 494.0 $652K 0.42% NEW $1320.83 +20.5%
5 TGT Target Corp Consumer Defensive 4,737.0 $574K 0.37% NEW $121.20 +0.9%
6 MUFG Mitsubishi UFJ Financial Group Financial Services 30,303.0 $514K 0.33% NEW $16.97 +14.2%
7 BHP BHP Group Ltd Basic Materials 6,833.0 $497K 0.32% NEW $72.74 +16.8%
8 NOW Servicenow Inc Technology 4,730.0 $495K 0.32% NEW $104.55 -4.6%
9 JEF Jefferies Financial Group Inc Financial Services 5,911.0 $244K 0.16% NEW $41.27 +27.1%
10 VZ Verizon Communications Inc Communication Services 4,199.0 $211K 0.14% NEW $50.20 -4.7%

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%