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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$904B
$29.4M 17.79%
49,980
-932
-2% -$552K
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$124B
$9.74M 5.89%
83,736
– –
AAPL icon
3
Apple
AAPL
$4.41T
$8.84M 5.35%
35,319
+6,982
+25% +$1.65M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$128B
$7.64M 4.62%
122,570
-2,090
-2% -$134K
NVDA icon
5
NVIDIA
NVDA
$5.43T
$6.71M 4.06%
49,996
+4,015
+9% +$553K
IJR icon
6
iShares Core S&P Small-Cap ETF
IJR
$112B
$6.49M 3.93%
56,361
-1,453
-3% -$174K
MSFT icon
7
Microsoft
MSFT
$3.66T
$6.33M 3.83%
15,015
+1,466
+11% +$624K
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.19T
$5.64M 3.41%
29,629
+9,329
+46% +$1.65M
AMZN icon
9
Amazon
AMZN
$2.88T
$5.41M 3.27%
24,645
+9,413
+62% +$1.93M
KR icon
10
Kroger
KR
$34.3B
$3.34M 2.02%
54,584
+25,514
+88% +$1.5M
XLF icon
11
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$3.23M 1.95%
66,806
– –
XLY icon
12
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$3M 1.81%
26,740
– –
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.9M 1.75%
6,391
+555
+10% +$256K
AVGO icon
14
Broadcom
AVGO
$1.98T
$2.89M 1.75%
12,450
+252
+2% +$46.6K
XLV icon
15
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$2.87M 1.73%
20,845
– –
JPM icon
16
JPMorgan Chase
JPM
$971B
$2.87M 1.73%
11,962
+1,872
+19% +$436K
META icon
17
Meta Platforms (Facebook)
META
$1.47T
$2.79M 1.69%
4,770
+574
+14% +$337K
WMT icon
18
Walmart Inc
WMT
$923B
$2.66M 1.61%
29,415
+12,496
+74% +$1.08M
XLI icon
19
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$2.22M 1.34%
16,847
– –
NOW icon
20
ServiceNow
NOW
$129B
$1.84M 1.12%
8,700
+250
+3% +$50.6K
GL icon
21
Globe Life
GL
$13.8B
$1.66M 1.01%
14,909
+538
+4% +$58.1K
LLY icon
22
Eli Lilly
LLY
$1.09T
$1.56M 0.94%
2,019
+295
+17% +$244K
ORLY icon
23
O'Reilly Automotive
ORLY
$74.5B
$1.38M 0.83%
17,460
+2,715
+18% +$219K
XLP icon
24
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.35M 0.82%
17,162
– –
MA icon
25
Mastercard
MA
$490B
$1.35M 0.82%
2,561
+105
+4% +$54.4K
1
2 3 4 5

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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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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.