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FNBOH
First National Bank of Hutchinson Portfolio holdings
AUM
$182M
1-Year Est. Return
38.15%
This Fund
S&P 500
This Quarter
Est. Return
+15.45%
1 Year Est. Return
+38.15%
3 Year Est. Return
+120.93%
5 Year Est. Return
+144.98%
10 Year Est. Return
+412.66%
AUM
$161M
AUM Growth
+$9.28M
(+6.1%)
Cap. Flow
-$8.74M
Cap. Flow
% of AUM
-5.44%
Top 10 Holdings %
Top 10 Hldgs %
54.46%
Holding
94
New
6
Increased
26
Reduced
35
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Trade Desk
TTD
|
+$562K |
| 2 |
Emcor
EME
|
+$530K |
| 3 |
EQT Corp
EQT
|
+$466K |
| 4 |
Constellation Energy
CEG
|
+$388K |
| 5 |
ServiceNow
NOW
|
+$351K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.73M |
| 2 |
Elevance Health
ELV
|
+$1.13M |
| 3 |
Mid-America Apartment Communities
MAA
|
+$967K |
| 4 |
Copart
CPRT
|
+$942K |
| 5 |
Amazon
AMZN
|
+$909K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.54% |
| 2 | Financials | 8.19% |
| 3 | Communication Services | 6.3% |
| 4 | Consumer Discretionary | 5.91% |
| 5 | Consumer Staples | 5.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
ServiceNow
NOW
$129B
| $1.3M | 0.81% |
6,315
+1,860
| +42% | +$351K |
|
27
O'Reilly Automotive
ORLY
$74.5B
| $1.19M | 0.74% |
13,202
-4,408
| -25% | -$402K |
|
28
Eli Lilly
LLY
$1.09T
| $1.15M | 0.72% |
1,476
-657
| -31% | -$511K |
|
29
Home Depot
HD
$342B
| $1.14M | 0.71% |
3,100
+24
| +0.8% | +$8.69K |
|
|
30
Constellation Energy
CEG
$98.7B
| $1.11M | 0.69% |
3,443
+1,465
| +74% | +$388K |
|
31
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
| $1.08M | 0.67% |
9,991
| – | – |
|
32
Ross Stores
ROST
$79.6B
| $1.06M | 0.66% |
8,318
-177
| -2% | -$24.6K |
|
33
Martin Marietta Materials
MLM
$32.7B
| $1.06M | 0.66% |
1,931
-18
| -0.9% | -$9.51K |
|
34
Costco
COST
$421B
| $1.06M | 0.66% |
1,068
-6
| -0.6% | -$5.96K |
|
35
Intercontinental Exchange
ICE
$85B
| $979K | 0.61% |
5,336
-111
| -2% | -$19.1K |
|
36
TSMC
TSM
$2.23T
| $954K | 0.59% |
4,210
+238
| +6% | +$44.1K |
|
37
Zscaler
ZS
$28.7B
| $949K | 0.59% |
3,023
-76
| -2% | -$18.9K |
|
38
SS&C Technologies
SSNC
$18.8B
| $903K | 0.56% |
10,904
-185
| -2% | -$14.5K |
|
39
ConocoPhillips
COP
$153B
| $867K | 0.54% |
9,658
+7
| +0.1% | +$630 |
|
40
Netflix
NFLX
$309B
| $849K | 0.53% |
6,340
-50
| -0.8% | -$5.65K |
|
41
Waste Management
WM
$90.5B
| $824K | 0.51% |
3,601
-73
| -2% | -$16.9K |
|
42
Amphenol
APH
$210B
| $821K | 0.51% |
8,310
+167
| +2% | +$13.7K |
|
43
Celestica
CLS
$42.8B
| $815K | 0.51% |
5,223
+309
| +6% | +$32.8K |
|
44
Intuitive Surgical
ISRG
$142B
| $792K | 0.49% |
1,458
-24
| -2% | -$12.5K |
|
45
Chipotle Mexican Grill
CMG
$41.3B
| $745K | 0.46% |
13,274
-164
| -1% | -$8.34K |
|
46
Advanced Micro Devices
AMD
$788B
| $706K | 0.44% |
4,976
+573
| +13% | +$62.4K |
|
47
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| $667K | 0.42% |
16,348
| – | – |
|
|
48
Trade Desk
TTD
$6.34B
| $634K | 0.39% |
+8,807
| New | +$562K |
|
49
Procter & Gamble
PG
$335B
| $626K | 0.39% |
3,930
| – | – |
|
50
Bank of America
BAC
$453B
| $621K | 0.39% |
13,113
| – | – |
|
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First National Bank of Hutchinson's Q2 2025 Portfolio in Review
As of Q2 2025, First National Bank of Hutchinson held 94 positions worth $161M, up 6.1% from $151M the previous quarter. Its ten largest holdings account for 54% of the portfolio.
First National Bank of Hutchinson withdrew a net $8.74M in Q2 2025, closing 9 positions and reducing 35 holdings. Its most notable exit was Elevance Health, an estimated $1.13M position sold in full.
By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 18% a quarter earlier, followed by Financials and Communication Services.
Against the trend, First National Bank of Hutchinson opened a new position in Trade Desk worth $634K.
- First National Bank of Hutchinson's largest Q2 2025 buy was Trade Desk: 8,807 shares worth $634K.
- First National Bank of Hutchinson added most to Emcor in Q2 2025, an estimated $530K increase.
- First National Bank of Hutchinson's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.73M.
- First National Bank of Hutchinson fully exited Elevance Health in Q2 2025, selling an estimated $1.13M.
- First National Bank of Hutchinson's ten largest holdings make up 54% of its $161M portfolio in Q2 2025.
- First National Bank of Hutchinson opened 6 new positions and closed 9 in Q2 2025.
- First National Bank of Hutchinson's portfolio value rose 6.1% quarter-over-quarter to $161M.
Based on First National Bank of Hutchinson's 13F filing for Q2 2025, filed 29 Jul 2025.