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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 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV iShares Core S&P 500 ETF 42,374.0 $31.7M 17.42% +2K +5.5% $748.89 +3.2%
2 AAPL Apple Inc Technology 36,582.0 $10.6M 5.81% -801.0 -2.1% $289.36 +10.5%
3 NVDA Nvidia Corp Technology 51,277.0 $10.3M 5.63% +620.0 +1.2% $200.09 +8.7%
4 GOOG Alphabet Inc C 28,865.0 $10.2M 5.60% +178.0 +0.6% $353.33
5 IJH iShares Core S&P Mid-Cap ETF 101,634.0 $7.8M 4.30% $77.11 -1.8%
6 XLK SPDR Technology Select Sector E 38,758.0 $7.4M 4.05% +1K +3.9% $190.52 -2.5%
7 IJR iShares Core S&P Small-Cap ETF 46,038.0 $6.8M 3.75% $148.31 -1.8%
8 MSFT Microsoft Corp Technology 16,291.0 $6.1M 3.34% +608.0 +3.9% $373.02 +37.7%
9 WMT Walmart Inc Consumer Defensive 51,137.0 $5.8M 3.18% +662.0 +1.3% $113.26 -9.0%
10 JPM JPMorgan Chase & Co Financial Services 15,641.0 $5.1M 2.81% +2K +16.4% $327.33 +9.3%
11 AVGO Broadcom Inc Technology 12,023.0 $4.5M 2.49% +102.0 +0.9% $377.75 -2.4%
12 AMZN Amazon.com Inc Consumer Cyclical 19,047.0 $4.5M 2.49% -968.0 -4.8% $238.34 +11.8%
13 MU Micron Technology Inc Technology 2,957.0 $3.4M 1.87% +23.0 +0.8% $1154.29 -19.2%
14 AMD Advanced Micro Devices Inc Technology 5,639.0 $3.3M 1.80% $580.91 -19.9%
15 Berkshire Hathaway Inc 6,043.0 $3.0M 1.66% -733.0 -10.8% $500.39
16 JNJ Johnson & Johnson Healthcare 11,866.0 $3.0M 1.66% +1K +11.4% $253.97 +5.5%
17 LLY Lilly (Eli) & Co Healthcare 2,282.0 $2.7M 1.50% +143.0 +6.7% $1199.43 -2.2%
18 TSM Taiwan Semiconductor Manufactur Technology 4,919.0 $2.3M 1.29% -94.0 -1.9% $477.57 -12.6%
19 CAT Caterpillar Inc Industrials 2,007.0 $2.1M 1.17% +47.0 +2.4% $1064.90 -24.9%
20 XOM Exxon Mobil Corp Energy 14,885.0 $2.0M 1.12% +132.0 +0.9% $136.72 +14.6%
Page 1 of 5  ·  90 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%