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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
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc Technology 36,582.0 $10.6M 5.81% -801.0 -2.1% $289.36 +10.5%
2 AMZN Amazon.com Inc Consumer Cyclical 19,047.0 $4.5M 2.49% -968.0 -4.8% $238.34 +11.8%
3 Berkshire Hathaway Inc 6,043.0 $3.0M 1.66% -733.0 -10.8% $500.39
4 TSM Taiwan Semiconductor Manufactur Technology 4,919.0 $2.3M 1.29% -94.0 -1.9% $477.57 -12.6%
5 META Meta Platforms Inc Communication Services 3,498.0 $2.0M 1.08% -2K -32.8% $563.29 +2.6%
6 KR The Kroger Co Consumer Defensive 32,901.0 $1.8M 1.00% -2K -5.0% $55.53 +3.9%
7 APH Amphenol Corp Technology 6,703.0 $1.2M 0.65% -3K -27.8% $176.32 -10.5%
8 V Visa Inc Cl A Financial Services 3,264.0 $1.1M 0.61% -2K -33.9% $343.09 +11.2%
9 COP ConocoPhillips Energy 10,304.0 $1.1M 0.59% -3K -23.2% $103.96 +25.4%
10 MPWR Monolithic Power Systms Inc Technology 695.0 $961K 0.53% -292.0 -29.6% $1382.36 -9.1%
11 ASML Holding N V 476.0 $947K 0.52% -18.0 -3.6% $1989.44
12 CRWD CrowdStrike Holdings Inc Technology 1,135.0 $866K 0.48% -10.0 -0.9% $190.79 +14.5%
13 MA Mastercard Inc Financial Services 1,514.0 $778K 0.43% -46.0 -3.0% $513.60 +15.9%
14 MLM Martin Marietta Materials Inc Basic Materials 1,329.0 $766K 0.42% -14.0 -1.0% $576.70 -7.9%
15 PEP PepsiCo Inc Consumer Defensive 4,865.0 $659K 0.36% -712.0 -12.8% $135.40 +4.2%
16 Oracle Corp 4,261.0 $624K 0.34% -198.0 -4.4% $146.55
17 MUFG Mitsubishi UFJ Financial Group Financial Services 28,583.0 $569K 0.31% -2K -5.7% $19.89 +15.1%
18 TSLA Tesla Inc Consumer Cyclical 1,152.0 $485K 0.27% -50.0 -4.2% $420.60 -17.1%
19 SHEL Shell PLC Energy 5,808.0 $450K 0.25% -2K -22.5% $77.54 +17.2%
20 GOOGL Alphabet Inc A Communication Services 1,112.0 $397K 0.22% -96.0 -8.0% $357.37 -3.0%
Page 1 of 2  ·  24 positions

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%