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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | NUE | Nucor Corp | Basic Materials | 1,340.0 | $227K | 0.14% | — | — | $169.10 | +47.6% |
| 82 | XLU | SPDR Utilities Select Sector ET | — | 4,852.0 | $223K | 0.14% | -2K | -29.7% | $45.89 | -8.0% |
| 83 | MMM | 3M Co | Industrials | 1,532.0 | $222K | 0.14% | -326.0 | -17.6% | $145.23 | +18.3% |
| 84 | VZ | Verizon Communications Inc | Communication Services | 4,199.0 | $211K | 0.14% | NEW | — | $50.20 | -0.4% |
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
42.2%
Consumer Defensive
13.6%
Financial Services
9.7%
Industrials
7.4%
Consumer Cyclical
7.1%
Energy
6.3%
Healthcare
6.0%
Communication Services
3.8%
Utilities
2.2%
Basic Materials
1.6%