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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 | |
|---|---|---|---|---|---|---|
76
iShares Core S&P US Growth ETF
IUSG
$34.1B
| $306K | 0.19% |
2,034
-243
| -11% | -$32.9K |
|
77
Aon
AON
$74.9B
| $295K | 0.18% |
828
+41
| +5% | +$14.9K |
|
78
On Holding
ONON
$10.3B
| $261K | 0.16% |
5,006
| – | – |
|
79
PepsiCo
PEP
$191B
| $248K | 0.15% |
1,877
-139
| -7% | -$18.7K |
|
80
Boeing
BA
$182B
| $230K | 0.14% |
+1,096
| New | +$207K |
|
|
GRMN
81
Garmin
GRMN
$59.9B
| $215K | 0.13% |
1,030
+17
| +2% | +$3.37K |
|
82
Alphabet (Google) Class A
GOOGL
$4.24T
| $213K | 0.13% |
+1,208
| New | +$198K |
|
83
Invesco QQQ Trust
QQQ
$488B
| $207K | 0.13% |
+375
| New | +$187K |
|
84
KLA
KLAC
$277B
| $201K | 0.12% |
+2,240
| New | +$169K |
|
85
Commerce Bancshares
CBSH
$8.62B
| $201K | 0.12% |
3,388
-210
| -6% | -$12.3K |
|
86
Arm
ARM
$308B
| – | – |
-2,052
| Closed | -$219K |
|
|
87
Copart
CPRT
$27.1B
| – | – |
-16,652
| Closed | -$942K |
|
|
88
Elevance Health
ELV
$87.3B
| – | – |
-2,609
| Closed | -$1.13M |
|
89
Evercore
EVR
$11.6B
| – | – |
-3,556
| Closed | -$710K |
|
90
Globe Life
GL
$14B
| – | – |
-4,146
| Closed | -$546K |
|
|
91
Mid-America Apartment Communities
MAA
$15.7B
| – | – |
-5,769
| Closed | -$967K |
|
92
Micron Technology
MU
$1.07T
| – | – |
-8,834
| Closed | -$768K |
|
93
T-Mobile US
TMUS
$194B
| – | – |
-1,738
| Closed | -$464K |
|
94
United Therapeutics
UTHR
$21.7B
| – | – |
-2,553
| Closed | -$787K |
|
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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.