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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 | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P 500 ETF
IVV
$904B
| $28.5M | 17.72% |
45,873
-3,005
| -6% | -$1.73M |
|
2
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $10.6M | 6.6% |
83,736
| – | – |
|
3
NVIDIA
NVDA
$5.43T
| $7.67M | 4.77% |
48,573
-876
| -2% | -$110K |
|
4
iShares Core S&P Mid-Cap ETF
IJH
$128B
| $7.43M | 4.62% |
119,855
-3,565
| -3% | -$209K |
|
5
Microsoft
MSFT
$3.66T
| $7.36M | 4.58% |
14,789
+296
| +2% | +$129K |
|
6
Apple
AAPL
$4.41T
| $7.12M | 4.43% |
34,702
-117
| -0.3% | -$23.6K |
|
7
iShares Core S&P Small-Cap ETF
IJR
$112B
| $6.16M | 3.83% |
56,386
-828
| -1% | -$85.6K |
|
|
8
Amazon
AMZN
$2.88T
| $4.6M | 2.86% |
20,987
-4,595
| -18% | -$909K |
|
9
Alphabet (Google) Class C
GOOG
$4.19T
| $4.49M | 2.79% |
25,319
-4,222
| -14% | -$698K |
|
10
Broadcom
AVGO
$1.98T
| $3.61M | 2.25% |
13,096
+742
| +6% | +$161K |
|
11
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
| $3.6M | 2.24% |
68,664
| – | – |
|
12
Meta Platforms (Facebook)
META
$1.47T
| $3.53M | 2.19% |
4,779
-57
| -1% | -$35.2K |
|
13
JPMorgan Chase
JPM
$971B
| $3.44M | 2.14% |
11,881
-22
| -0.2% | -$5.61K |
|
14
Kroger
KR
$34.3B
| $3.09M | 1.92% |
43,089
-9,392
| -18% | -$649K |
|
15
Berkshire Hathaway Class B
BRK.B
$1.09T
| $3.08M | 1.91% |
6,332
-63
| -1% | -$32K |
|
16
Walmart Inc
WMT
$923B
| $3.03M | 1.89% |
31,019
+962
| +3% | +$91.7K |
|
17
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
| $2.95M | 1.84% |
27,168
| – | – |
|
18
State Street Health Care Select Sector SPDR ETF
XLV
$44B
| $2.82M | 1.75% |
20,927
| – | – |
|
19
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
| $2.54M | 1.58% |
17,199
| – | – |
|
20
Visa
V
$671B
| $1.79M | 1.11% |
5,030
-67
| -1% | -$23.4K |
|
21
CrowdStrike
CRWD
$226B
| $1.52M | 0.94% |
11,908
-104
| -0.9% | -$11.3K |
|
22
Mastercard
MA
$490B
| $1.45M | 0.9% |
2,584
+21
| +0.8% | +$11.6K |
|
23
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $1.42M | 0.89% |
17,585
| – | – |
|
|
24
Emcor
EME
$36.8B
| $1.35M | 0.84% |
2,521
+1,200
| +91% | +$530K |
|
25
Vistra
VST
$49.2B
| $1.35M | 0.84% |
6,955
-61
| -0.9% | -$9.03K |
|
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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.