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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
+3.41%
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
$171M
AUM Growth
-$18.3M
Cap. Flow
-$22.3M
Cap. Flow %
-13.04%
Top 10 Hldgs %
55.88%
Holding
102
New
7
Increased
30
Reduced
32
Closed
13

Top Buys

Rank Stock Value
1
ELV icon
Elevance Health
ELV
+$928K
2
MEDP icon
Medpace
MEDP
+$612K
3
ISRG icon
Intuitive Surgical
ISRG
+$597K
4
LLY icon
Eli Lilly
LLY
+$597K
5
XOM icon
ExxonMobil
XOM
+$545K

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.7M
2
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.14M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.9M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.86M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.41M

Sector Composition

Rank Sector Weight
1 Technology 27.65%
2 Communication Services 7.96%
3 Financials 7.49%
4 Consumer Staples 6.99%
5 Consumer Discretionary 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLC icon
101
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
– –
-9,991
Closed -$1.18M
XLRE icon
102
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
– –
-7,901
Closed -$333K
1 2 3 4
5

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Nancy E. Dempze $182M AUM 16.09% 1-Year Est. Return
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AFS
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EMB
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CIA
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HWM
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ACG
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CF
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First National Bank of Hutchinson's Q4 2025 Portfolio in Review

As of Q4 2025, First National Bank of Hutchinson held 102 positions worth $171M, down 9.7% from $189M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

First National Bank of Hutchinson withdrew a net $22.3M in Q4 2025, closing 13 positions and reducing 32 holdings. Its most notable exit was State Street Communication Services Select Sector SPDR ETF, an estimated $1.18M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Communication Services and Financials.

Against the trend, First National Bank of Hutchinson opened a new position in Elevance Health worth $962K.

  • First National Bank of Hutchinson's largest Q4 2025 buy was Elevance Health: 2,745 shares worth $962K.
  • First National Bank of Hutchinson added most to Eli Lilly in Q4 2025, an estimated $597K increase.
  • First National Bank of Hutchinson's biggest Q4 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $6.7M.
  • First National Bank of Hutchinson fully exited State Street Communication Services Select Sector SPDR ETF in Q4 2025, selling an estimated $1.18M.
  • First National Bank of Hutchinson's ten largest holdings make up 56% of its $171M portfolio in Q4 2025.
  • First National Bank of Hutchinson opened 7 new positions and closed 13 in Q4 2025.
  • First National Bank of Hutchinson's portfolio value fell 9.7% quarter-over-quarter to $171M.

Based on First National Bank of Hutchinson's 13F filing for Q4 2025, filed 29 Jan 2026.