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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
-1.07%
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
$157M
AUM Growth
-$14.1M
(-8.3%)
Cap. Flow
-$8.38M
Cap. Flow
% of AUM
-5.35%
Top 10 Holdings %
Top 10 Hldgs %
55.32%
Holding
99
New
10
Increased
21
Reduced
35
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$1.15M |
| 2 |
Caterpillar
CAT
|
+$1.11M |
| 3 |
Johnson & Johnson
JNJ
|
+$1.09M |
| 4 |
ExxonMobil
XOM
|
+$811K |
| 5 |
GE Aerospace
GE
|
+$775K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.58M |
| 2 |
Kroger
KR
|
+$1.06M |
| 3 |
SS&C Technologies
SSNC
|
+$1.04M |
| 4 |
Elevance Health
ELV
|
+$962K |
| 5 |
Microsoft
MSFT
|
+$813K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.11% |
| 2 | Consumer Staples | 8.14% |
| 3 | Communication Services | 7.51% |
| 4 | Financials | 7.44% |
| 5 | Industrials | 4.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Amphenol
APH
$210B
| $1.17M | 0.75% |
9,280
+444
| +5% | +$62.5K |
|
27
Emcor
EME
$36.8B
| $1.15M | 0.73% |
1,554
-60
| -4% | -$43.7K |
|
28
Advanced Micro Devices
AMD
$788B
| $1.14M | 0.73% |
5,617
+214
| +4% | +$45.7K |
|
29
GE Vernova
GEV
$277B
| $1.13M | 0.72% |
1,296
+51
| +4% | +$39.8K |
|
30
Costco
COST
$421B
| $1.09M | 0.7% |
1,098
+10
| +0.9% | +$9.74K |
|
31
Monolithic Power Systems
MPWR
$70B
| $1.08M | 0.69% |
987
+39
| +4% | +$42.6K |
|
|
32
Micron Technology
MU
$1.03T
| $991K | 0.63% |
+2,934
| New | +$1.15M |
|
33
Procter & Gamble
PG
$335B
| $987K | 0.63% |
6,835
-550
| -7% | -$83.4K |
|
34
Chevron
CVX
$386B
| $977K | 0.62% |
4,721
| – | – |
|
35
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $963K | 0.61% |
19,504
-12,225
| -39% | -$637K |
|
36
Waste Management
WM
$90.5B
| $934K | 0.6% |
4,065
+241
| +6% | +$55.4K |
|
37
Vanguard FTSE Developed Markets ETF
VEA
$238B
| $880K | 0.56% |
13,732
| – | – |
|
38
PepsiCo
PEP
$189B
| $866K | 0.55% |
5,577
| – | – |
|
39
O'Reilly Automotive
ORLY
$74.5B
| $832K | 0.53% |
9,010
-5,463
| -38% | -$512K |
|
40
Martin Marietta Materials
MLM
$32.7B
| $791K | 0.5% |
1,343
+36
| +3% | +$23K |
|
41
IBM
IBM
$222B
| $790K | 0.5% |
3,259
-2,048
| -39% | -$554K |
|
42
Mastercard
MA
$490B
| $779K | 0.5% |
1,560
-1,279
| -45% | -$674K |
|
43
Celestica
CLS
$42.8B
| $776K | 0.5% |
2,756
-656
| -19% | -$190K |
|
44
Applied Materials
AMAT
$435B
| $761K | 0.49% |
+2,227
| New | +$749K |
|
45
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
| $757K | 0.48% |
4,680
-3,380
| -42% | -$567K |
|
46
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
| $750K | 0.48% |
6,880
-4,608
| -40% | -$539K |
|
47
SPDR Gold Trust
GLD
$144B
| $725K | 0.46% |
1,685
| – | – |
|
|
48
GE Aerospace
GE
$379B
| $699K | 0.45% |
+2,465
| New | +$775K |
|
49
Shell
SHEL
$249B
| $697K | 0.45% |
7,498
+547
| +8% | +$44.2K |
|
50
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $694K | 0.44% |
4,735
-3,482
| -42% | -$537K |
|
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First National Bank of Hutchinson's Q1 2026 Portfolio in Review
As of Q1 2026, First National Bank of Hutchinson held 99 positions worth $157M, down 8.3% from $171M the previous quarter. Its ten largest holdings account for 55% of the portfolio.
First National Bank of Hutchinson withdrew a net $8.38M in Q1 2026, closing 15 positions and reducing 35 holdings. Its most notable exit was SS&C Technologies, an estimated $1.04M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 28% a quarter earlier, followed by Consumer Staples and Communication Services.
Against the trend, First National Bank of Hutchinson opened a new position in Micron Technology worth $991K.
- First National Bank of Hutchinson's largest Q1 2026 buy was Micron Technology: 2,934 shares worth $991K.
- First National Bank of Hutchinson added most to Caterpillar in Q1 2026, an estimated $1.11M increase.
- First National Bank of Hutchinson's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.58M.
- First National Bank of Hutchinson fully exited SS&C Technologies in Q1 2026, selling an estimated $1.04M.
- First National Bank of Hutchinson's ten largest holdings make up 55% of its $157M portfolio in Q1 2026.
- First National Bank of Hutchinson opened 10 new positions and closed 15 in Q1 2026.
- First National Bank of Hutchinson's portfolio value fell 8.3% quarter-over-quarter to $157M.
Based on First National Bank of Hutchinson's 13F filing for Q1 2026, filed 4 May 2026.