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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
+3.9%
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
$165M
AUM Growth
+$10.7M
Cap. Flow
+$6.91M
Cap. Flow %
4.18%
Top 10 Hldgs %
54.16%
Holding
102
New
9
Increased
48
Reduced
15
Closed
12

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$1.93M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.65M
3
AAPL icon
Apple
AAPL
+$1.65M
4
KR icon
Kroger
KR
+$1.5M
5
WMT icon
Walmart Inc
WMT
+$1.08M

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$1.32M
2
CAVA icon
CAVA Group
CAVA
+$1.19M
3
TMO icon
Thermo Fisher Scientific
TMO
+$1.05M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$970K
5
MEDP icon
Medpace
MEDP
+$797K

Sector Composition

Rank Sector Weight
1 Technology 20.24%
2 Financials 8.14%
3 Consumer Discretionary 7.43%
4 Consumer Staples 5.72%
5 Communication Services 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OXY icon
51
Occidental Petroleum
OXY
$58.5B
$703K 0.43%
14,234
-3,333
-19% -$168K
PG icon
52
Procter & Gamble
PG
$335B
$681K 0.41%
4,065
+1,964
+93% +$334K
ELV icon
53
Elevance Health
ELV
$86.6B
$671K 0.41%
1,819
-597
-25% -$250K
VNQ icon
54
Vanguard Real Estate ETF
VNQ
$38.6B
$609K 0.37%
6,840
– –
XLU icon
55
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$608K 0.37%
16,062
– –
INTU icon
56
Intuit
INTU
$91.6B
$590K 0.36%
938
+30
+3% +$19.2K
BAC icon
57
Bank of America
BAC
$453B
$576K 0.35%
+13,113
New +$577K
APH icon
58
Amphenol
APH
$210B
$569K 0.34%
8,194
+291
+4% +$20.4K
ZS icon
59
Zscaler
ZS
$28.7B
$565K 0.34%
3,132
+90
+3% +$17.4K
ONON icon
60
On Holding
ONON
$10.4B
$560K 0.34%
10,217
– –
AMD icon
61
Advanced Micro Devices
AMD
$788B
$531K 0.32%
4,399
+90
+2% +$12.9K
ICE icon
62
Intercontinental Exchange
ICE
$85B
$529K 0.32%
3,547
+87
+3% +$13.8K
XLE icon
63
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$525K 0.32%
12,252
– –
MTH icon
64
Meritage Homes
MTH
$4.75B
$521K 0.31%
6,770
+236
+4% +$21.5K
LULU icon
65
lululemon athletica
LULU
$13.7B
$494K 0.3%
1,293
– –
XOM icon
66
ExxonMobil
XOM
$657B
$484K 0.29%
4,497
+217
+5% +$25.4K
ADP icon
67
Automatic Data Processing
ADP
$107B
$468K 0.28%
1,600
– –
XLB icon
68
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
$449K 0.27%
10,676
– –
CLS icon
69
Celestica
CLS
$42.8B
$442K 0.27%
4,794
-384
-7% -$30K
WFC icon
70
Wells Fargo
WFC
$269B
$423K 0.26%
+6,029
New +$412K
IEFA icon
71
iShares Core MSCI EAFE ETF
IEFA
$196B
$423K 0.26%
6,025
-2,389
-28% -$176K
CRH icon
72
CRH
CRH
$65.2B
$412K 0.25%
4,449
-348
-7% -$33.5K
GLD icon
73
SPDR Gold Trust
GLD
$144B
$408K 0.25%
+1,685
New +$414K
MELI icon
74
Mercado Libre
MELI
$92.7B
$395K 0.24%
232
+82
+55% +$160K
SHEL icon
75
Shell
SHEL
$249B
$367K 0.22%
5,850
– –
1 2
3
4 5

Similar funds

NED
Nancy E. Dempze $182M AUM 16.09% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $182M AUM 18.85% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
EMB
Elefante Mark B $182M AUM 17.71% 1-Year Est. Return
CIA
Cladis Investment Advisory Billings, Montana $182M AUM 33.3% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
ACG
Ampersand Capital Group Burlingame, California $183M AUM 3.46% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return

First National Bank of Hutchinson's Q4 2024 Portfolio in Review

As of Q4 2024, First National Bank of Hutchinson held 102 positions worth $165M, up 6.9% from $155M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

First National Bank of Hutchinson deployed $6.91M of net new capital in Q4 2024, opening 9 new positions and adding to 48 existing holdings. Its largest new stake was Evercore: 2,544 shares worth $705K.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $552K trimmed.

  • First National Bank of Hutchinson's largest Q4 2024 buy was Evercore: 2,544 shares worth $705K.
  • First National Bank of Hutchinson added most to Amazon in Q4 2024, an estimated $1.93M increase.
  • First National Bank of Hutchinson's biggest Q4 2024 reduction was iShares Core S&P 500 ETF, cutting an estimated $552K.
  • First National Bank of Hutchinson fully exited Arista Networks in Q4 2024, selling an estimated $1.32M.
  • First National Bank of Hutchinson's ten largest holdings make up 54% of its $165M portfolio in Q4 2024.
  • First National Bank of Hutchinson opened 9 new positions and closed 12 in Q4 2024.
  • First National Bank of Hutchinson's portfolio value rose 6.9% quarter-over-quarter to $165M.

Based on First National Bank of Hutchinson's 13F filing for Q4 2024, filed 11 Feb 2025.