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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TJX Tjx Companies Inc Consumer Cyclical 8,545.0 $1.3M 0.71% NEW $151.50 -10.8%
2 AXP American Express Co Financial Services 2,611.0 $883K 0.48% NEW $338.25 -1.5%
3 EVR Evercore Inc Financial Services 2,582.0 $882K 0.48% NEW $341.44 -15.0%
4 AAON AAON Inc Industrials 4,622.0 $586K 0.32% NEW $126.86 -40.2%
5 VTV Vanguard Morningstar Value ETF 1,297.0 $283K 0.15% NEW $217.93 +3.4%
6 SCHA Schwab Strategic Tr 6,843.0 $247K 0.14% NEW $36.13 -5.2%
7 VOO Vanguard S&P 500 ETF 342.0 $235K 0.13% NEW $686.81 +3.0%
8 SNEX Stonex Group Inc Financial Services 1,903.0 $226K 0.12% NEW $118.50 -42.1%
9 LRCX Lam Research Corp Technology 520.0 $225K 0.12% NEW $433.33 -30.3%
10 IJK iShares S&P Mid-Cap 400 Growth 1,900.0 $223K 0.12% NEW $117.50 -3.2%
11 BK Bank of New York Mellon Corp Financial Services 1,500.0 $217K 0.12% NEW $144.61 -1.9%
12 EMR Emerson Electric Co Industrials 1,456.0 $208K 0.11% NEW $143.15 +8.4%
13 PWR Quanta Services Inc Industrials 288.0 $207K 0.11% NEW $720.04 -16.3%
14 IYJ iShares US Industrials ETF 1,208.0 $201K 0.11% NEW $166.65 -2.3%

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%