We are live on
!
Find out more
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
-3.93%
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
$151M
AUM Growth
-$13.9M
(-8.4%)
Cap. Flow
-$5.5M
Cap. Flow
% of AUM
-3.63%
Top 10 Holdings %
Top 10 Hldgs %
53.39%
Holding
97
New
7
Increased
38
Reduced
31
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuitive Surgical
ISRG
|
+$820K |
| 2 |
NextEra Energy
NEE
|
+$624K |
| 3 |
Netflix
NFLX
|
+$608K |
| 4 |
Constellation Energy
CEG
|
+$530K |
| 5 |
Williams Companies
WMB
|
+$428K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Globe Life
GL
|
+$1.32M |
| 2 |
Zoetis
ZTS
|
+$1.01M |
| 3 |
Trex
TREX
|
+$996K |
| 4 |
Danaher
DHR
|
+$975K |
| 5 |
ServiceNow
NOW
|
+$818K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.25% |
| 2 | Financials | 9.21% |
| 3 | Consumer Discretionary | 6.71% |
| 4 | Communication Services | 5.81% |
| 5 | Consumer Staples | 5.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$904B
| $27.5M | 18.13% |
48,878
-1,102
| -2% | -$651K |
|
2
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $8.64M | 5.71% |
83,736
| – | – |
|
3
Apple
AAPL
$4.41T
| $7.73M | 5.11% |
34,819
-500
| -1% | -$116K |
|
4
iShares Core S&P Mid-Cap ETF
IJH
$128B
| $7.2M | 4.75% |
123,420
+850
| +0.7% | +$52.8K |
|
5
iShares Core S&P Small-Cap ETF
IJR
$112B
| $5.98M | 3.95% |
57,214
+853
| +2% | +$96.3K |
|
6
Microsoft
MSFT
$3.66T
| $5.44M | 3.59% |
14,493
-522
| -3% | -$213K |
|
7
NVIDIA
NVDA
$5.43T
| $5.36M | 3.54% |
49,449
-547
| -1% | -$69.3K |
|
8
Amazon
AMZN
$2.88T
| $4.87M | 3.21% |
25,582
+937
| +4% | +$203K |
|
9
Alphabet (Google) Class C
GOOG
$4.19T
| $4.62M | 3.05% |
29,541
-88
| -0.3% | -$16.1K |
|
10
Kroger
KR
$34.3B
| $3.55M | 2.35% |
52,481
-2,103
| -4% | -$133K |
|
11
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $3.42M | 2.26% |
68,664
+1,858
| +3% | +$93.2K |
|
12
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.41M | 2.25% |
6,395
+4
| +0.1% | +$1.95K |
|
13
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $3.06M | 2.02% |
20,927
+82
| +0.4% | +$11.9K |
|
14
JPMorgan Chase
JPM
$971B
| $2.92M | 1.93% |
11,903
-59
| -0.5% | -$15K |
|
15
Meta Platforms (Facebook)
META
$1.47T
| $2.79M | 1.84% |
4,836
+66
| +1% | +$42.6K |
|
16
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
| $2.68M | 1.77% |
27,168
+428
| +2% | +$46.4K |
|
17
Walmart Inc
WMT
$923B
| $2.64M | 1.74% |
30,057
+642
| +2% | +$60.2K |
|
18
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
| $2.25M | 1.49% |
17,199
+352
| +2% | +$47.6K |
|
19
Broadcom
AVGO
$1.98T
| $2.07M | 1.37% |
12,354
-96
| -0.8% | -$20.3K |
|
20
Visa
V
$671B
| $1.79M | 1.18% |
5,097
+1,071
| +27% | +$362K |
|
21
Eli Lilly
LLY
$1.09T
| $1.76M | 1.16% |
2,133
+114
| +6% | +$94.9K |
|
22
O'Reilly Automotive
ORLY
$74.5B
| $1.68M | 1.11% |
17,610
+150
| +0.9% | +$13K |
|
23
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $1.44M | 0.95% |
17,585
+423
| +2% | +$33.8K |
|
24
Mastercard
MA
$490B
| $1.4M | 0.93% |
2,563
+2
| +0.1% | +$1.09K |
|
25
Elevance Health
ELV
$86.6B
| $1.13M | 0.75% |
2,609
+790
| +43% | +$317K |
|
Similar funds
NED
TFP
AFS
EMB
CIA
HWM
ACG
CF
First National Bank of Hutchinson's Q1 2025 Portfolio in Review
As of Q1 2025, First National Bank of Hutchinson held 97 positions worth $151M, down 8.4% from $165M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
First National Bank of Hutchinson withdrew a net $5.5M in Q1 2025, closing 9 positions and reducing 31 holdings. Its most notable exit was Zoetis, an estimated $1.01M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 20% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, First National Bank of Hutchinson opened a new position in Intuitive Surgical worth $734K.
- First National Bank of Hutchinson's largest Q1 2025 buy was Intuitive Surgical: 1,482 shares worth $734K.
- First National Bank of Hutchinson added most to Visa in Q1 2025, an estimated $362K increase.
- First National Bank of Hutchinson's biggest Q1 2025 reduction was Globe Life, cutting an estimated $1.32M.
- First National Bank of Hutchinson fully exited Zoetis in Q1 2025, selling an estimated $1.01M.
- First National Bank of Hutchinson's ten largest holdings make up 53% of its $151M portfolio in Q1 2025.
- First National Bank of Hutchinson opened 7 new positions and closed 9 in Q1 2025.
- First National Bank of Hutchinson's portfolio value fell 8.4% quarter-over-quarter to $151M.
Based on First National Bank of Hutchinson's 13F filing for Q1 2025, filed 6 May 2025.