First National Bank of Hutchinson
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | $31.7M | 42,374 | +0.67pp | 31q | +5.5%+$1.7M | |
| APPLE INC | AAPL | $10.6M | 36,582 | -0.25pp | 31q | -2.1%-$231.8K | |
| NVIDIA CORPORATION | NVDA | $10.3M | 51,277 | -0.01pp | 30q | +1.2%+$124.1K | |
| ALPHABET INC | GOOG | $10.2M | 28,865 | +0.34pp | 31q | +0.6%+$62.9K | |
| ISHARES TR | IJH | $7.8M | 101,634 | -0.10pp | 31q | HELD | |
| SELECT SECTOR SPDR TR | XLK | $7.4M | 38,758 | +0.89pp | 31q | +3.9%+$275.5K | |
| ISHARES TR | IJR | $6.8M | 46,038 | +0.09pp | 31q | HELD | |
| MICROSOFT CORP | MSFT | $6.1M | 16,291 | -0.37pp | 31q | +3.9%+$226.8K | |
| WALMART INC | WMT | $5.8M | 51,137 | -0.83pp | 31q | +1.3%+$75.0K | |
| JPMORGAN CHASE & CO | JPM | $5.1M | 15,641 | +0.29pp | 31q | +16.4%+$722.1K | |
| BROADCOM INC | AVGO | $4.5M | 12,023 | +0.14pp | 31q | +0.9%+$38.5K | |
| AMAZON COM INC | AMZN | $4.5M | 19,047 | -0.17pp | 31q | -4.8%-$230.7K | |
| MICRON TECHNOLOGY INC | MU | $3.4M | 2,957 | +1.24pp | 2q | +0.8%+$26.5K | |
| ADVANCED MICRO DEVICES INC | AMD | $3.3M | 5,639 | +1.07pp | 8q | HELD | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $3.0M | 6,043 | -0.41pp | 31q | -10.8%-$366.8K | |
| JOHNSON & JOHNSON | JNJ | $3.0M | 11,866 | -0.01pp | 7q | +11.4%+$309.1K | |
| ELI LILLY & CO | LLY | $2.7M | 2,282 | +0.25pp | 31q | +6.7%+$171.5K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $2.3M | 4,919 | +0.21pp | 14q | -1.9%-$44.9K | |
| CATERPILLAR INC | CAT | $2.1M | 2,007 | +0.29pp | 3q | +2.4%+$50.1K | |
| EXXON MOBIL CORP | XOMXXXX | $2.0M | 14,885 | -0.48pp | 31q | +0.9%+$18.0K | |
| META PLATFORMS INC | META | $2.0M | 3,498 | -0.82pp | 12q | -32.8%-$961.5K | |
| KROGER CO | KR | $1.8M | 32,901 | -0.60pp | 31q | -5.0%-$95.7K | |
| APPLIED MATLS INC | AMAT | $1.7M | 2,296 | +0.43pp | 2q | +3.1%+$49.9K | |
| GE VERNOVA INC | GEV | $1.6M | 1,343 | +0.14pp | 4q | +3.6%+$55.2K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $1.5M | 6,795 | -0.03pp | 9q | +1.5%+$22.4K | |
| TJX COS INC NEW | TJX | $1.3M | 8,545 | - | new | NEW | |
| EMCOR GROUP INC | EME | $1.3M | 1,557 | -0.02pp | 23q | HELD | |
| PROCTER & GAMBLE CO | PG | $1.2M | 8,220 | +0.03pp | 9q | +20.3%+$203.1K | |
| VANGUARD TAX-MANAGED FDS | VEA | $1.2M | 16,816 | +0.10pp | 4q | +22.5%+$219.7K | |
| RTX CORPORATION | RTX | $1.2M | 6,301 | -0.12pp | 9q | HELD | |
| AMPHENOL CORP | APH | $1.2M | 6,703 | -0.10pp | 19q | -27.8%-$454.4K | |
| VISA INC | V | $1.1M | 3,264 | -0.34pp | 31q | -33.9%-$574.0K | |
| SELECT SECTOR SPDR TR | XLF | $1.1M | 20,145 | -0.02pp | 31q | +3.3%+$34.4K | |
| CONOCOPHILLIPS | COP | $1.1M | 10,304 | -0.54pp | 22q | -23.2%-$323.2K | |
| COSTCO WHOLESALE CORPORATION | COST | $1.0M | 1,114 | -0.13pp | 31q | +1.5%+$15.0K | |
| CELESTICA INC | CLS | $1.0M | 2,765 | +0.06pp | 8q | HELD | |
| MONOLITHIC PWR SYS INC | MPWR | $960.7K | 695 | -0.16pp | 4q | -29.6%-$403.6K | |
| ASML HLDG NV | ASML | $947.0K | 476 | +0.10pp | 2q | -3.6%-$35.8K | |
| GE AEROSPACE | GE | $940.7K | 2,517 | +0.07pp | 2q | +2.1%+$19.4K | |
| SELECT SECTOR SPDR TR | XLI | $894.3K | 4,828 | +0.01pp | 31q | +3.2%+$27.4K | |
| AMERICAN EXPRESS CO | AXP | $883.2K | 2,611 | - | new | NEW | |
| EVERCORE INC | EVR | $881.6K | 2,582 | - | new | NEW | |
| CROWDSTRIKE HLDGS INC | CRWD | $866.2K | 1,135 | +0.19pp | 8q | -0.9%-$7.6K | |
| SELECT SECTOR SPDR TR | XLY | $832.9K | 7,102 | -0.02pp | 31q | +3.2%+$26.0K | |
| OREILLY AUTOMOTIVE INC | ORLY | $827.2K | 8,983 | -0.08pp | 17q | HELD | |
| CHEVRON CORPORATION | CVX | $782.6K | 4,721 | -0.19pp | 9q | HELD | |
| SELECT SECTOR SPDR TR | XLV | $779.3K | 4,912 | -0.02pp | 31q | +3.7%+$28.1K | |
| MASTERCARD INCORPORATED | MA | $777.6K | 1,514 | -0.07pp | 18q | -2.9%-$23.6K | |
| MARTIN MARIETTA MATLS INC | MLM | $766.4K | 1,329 | -0.08pp | 20q | -1.0%-$8.1K | |
| BHP BILLITON LIMITED | BHP | $765.5K | 9,188 | +0.10pp | 2q | +34.5%+$196.2K | |
| CISCO SYS INC | CSCO | $704.8K | 6,000 | +0.09pp | 4q | HELD | |
| KLA CORP | KLAC | $675.8K | 2,240 | +0.16pp | 5q | +900.0%+$608.2K | |
| TARGET CORP | TGT | $661.4K | 5,064 | flat | 2q | +6.9%+$42.7K | |
| VANGUARD INDEX FDS | VNQ | $659.6K | 6,840 | -0.03pp | 31q | HELD | |
| PEPSICO INC | PEP | $658.7K | 4,865 | -0.19pp | 31q | -12.8%-$96.4K | |
| ORACLE CORP | ORCL | $624.4K | 4,261 | -0.08pp | 4q | -4.4%-$29.0K | |
| SPDR GOLD TR | GLD | $620.7K | 1,685 | -0.12pp | 7q | HELD | |
| UBS GROUP AG | UBS | $600.5K | 12,117 | +0.03pp | 18q | +1.9%+$11.3K | |
| AAON INC | AAON | $586.3K | 4,622 | - | new | NEW | |
| MITSUBISHI UFJ FINANCIAL GRO | MUFG | $568.5K | 28,583 | -0.02pp | 2q | -5.7%-$34.2K | |
| CRH PLC | CRH | $554.9K | 5,186 | -0.04pp | 10q | HELD | |
| BANK OF AMER CORP | BAC | $549.7K | 9,648 | flat | 7q | HELD | |
| COCA COLA CO | KO | $542.3K | 6,673 | +0.01pp | 4q | +13.2%+$63.1K | |
| SELECT SECTOR SPDR TR | XLE | $528.7K | 9,954 | -0.09pp | 22q | +1.7%+$9.0K | |
| WELLS FARGO & CO | WFC | $498.2K | 6,029 | -0.03pp | 7q | HELD | |
| TESLA INC | TSLA | $484.5K | 1,152 | -0.02pp | 4q | -4.2%-$21.0K | |
| SHELL PLC | SHEL | $450.4K | 5,808 | -0.20pp | 18q | -22.5%-$131.0K | |
| ISHARES TR | IWF | $439.6K | 3,540 | flat | 27q | +300.0%+$329.7K | |
| ALPHABET INC | GOOGL | $397.4K | 1,112 | flat | 5q | -7.9%-$34.3K | |
| SELECT SECTOR SPDR TR | XLP | $341.4K | 4,110 | -0.02pp | 31q | +4.4%+$14.4K | |
| AMGEN INC | AMGN | $333.9K | 922 | -0.02pp | 4q | HELD | |
| ISHARES TR | IUSG | $308.5K | 1,640 | +0.01pp | 7q | HELD | |
| NUCOR CORP | NUE | $298.5K | 1,340 | +0.02pp | 3q | HELD | |
| JEFFERIES FINANCIAL GROUP IN | JEF | $295.4K | 5,911 | +0.01pp | 2q | HELD | |
| VANGUARD INDEX FDS | VTV | $282.7K | 1,297 | - | new | NEW | |
| INTERNATIONAL BUSINESS MACHS | IBM | $264.9K | 942 | -0.36pp | 4q | -71.1%-$651.6K | |
| GARMIN LTD | GRMN | $256.3K | 1,079 | -0.02pp | 6q | HELD | |
| ISHARES TR | IEFA | $255.8K | 2,649 | -0.05pp | 10q | -19.1%-$60.4K | |
| SCHWAB STRATEGIC TR | SCHA | $247.2K | 6,843 | - | new | NEW | |
| VANGUARD INDEX FDS | VOO | $234.9K | 342 | - | new | NEW | |
| 3M CO | MMM | $225.9K | 1,395 | -0.02pp | 4q | -8.9%-$22.2K | |
| SELECT SECTOR SPDR TR | XLU | $225.7K | 4,977 | -0.02pp | 31q | +2.6%+$5.7K | |
| STONEX GROUP INC | SNEX | $225.5K | 1,903 | - | new | NEW | |
| LAM RESEARCH CORP | LRCX | $225.3K | 520 | - | new | NEW | |
| ISHARES TR | IJK | $223.2K | 1,900 | - | new | NEW | |
| BANK OF NY MELLON CORP | BNY | $216.9K | 1,500 | - | new | NEW | |
| EMERSON ELEC CO | EMR | $208.4K | 1,456 | - | new | NEW | |
| QUANTA SVCS INC | PWR | $207.4K | 288 | - | new | NEW | |
| NEXTERA ENERGY INC | NEE | $201.6K | 2,297 | -0.08pp | 6q | -27.2%-$75.4K | |
| ISHARES TR | IYJ | $201.3K | 1,208 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Semiconductors & Electronics | $31.4M | 17.2% |
| Software & IT Services | $21.7M | 11.9% |
| Retail & Consumer | $16.0M | 8.8% |
| Computer Hardware | $11.6M | 6.3% |
| Banks & Lending | $8.4M | 4.6% |
| Biotech & Pharma | $6.1M | 3.3% |
| Industrials | $3.9M | 2.1% |
| Insurance | $3.0M | 1.7% |
| Other sectors | $15.6M | 8.5% |
| Not classified | $64.6M | 35.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $182.1M | 90 | 14 | 33 | 24 | 8 | 55.9% | 34 |
| Q1 2026 | $156.6M | 84 | 10 | 21 | 34 | 15 | 55.3% | 34 |
| Q4 2025 | $170.7M | 89 | 7 | 27 | 28 | 13 | 55.9% | 29 |
| Q3 2025 | $189.0M | 95 | 21 | 45 | 12 | 11 | 53.6% | 36 |
| Q2 2025 | $160.7M | 85 | 6 | 25 | 31 | 9 | 54.5% | 29 |
| Q1 2025 | $151.5M | 88 | 7 | 31 | 28 | 9 | 53.4% | 36 |
| Q4 2024 | $165.4M | 90 | 9 | 48 | 11 | 12 | 54.2% | 42 |
| Q3 2024 | $154.6M | 93 | 8 | 11 | 42 | 7 | 52.4% | 22 |
| Q2 2024 | $156.6M | 92 | 9 | 36 | 32 | 10 | 51.4% | 25 |
| Q1 2024 | $149.7M | 93 | 7 | 42 | 28 | 8 | 50.9% | 38 |
| Q4 2023 | $139.0M | 94 | 5 | 14 | 56 | 10 | 51.8% | 25 |
| Q3 2023 | $131.9M | 99 | 6 | 61 | 12 | 12 | 50.7% | 27 |
| Q2 2023 | $137.0M | 105 | 6 | 55 | 11 | 6 | 51.5% | 27 |
| Q1 2023 | $125.9M | 105 | 8 | 63 | 21 | 9 | 51.2% | 25 |
| Q4 2022 | $118.0M | 106 | 8 | 30 | 34 | 6 | 52.7% | 34 |
| Q3 2022 | $125.4M | 104 | 8 | 58 | 21 | 7 | 58.0% | 21 |
| Q2 2022 | $134.5M | 103 | 9 | 16 | 17 | 17 | 60.8% | 26 |
| Q1 2022 | $171.6M | 111 | 10 | 50 | 21 | 12 | 61.1% | 22 |
| Q4 2021 | $175.5M | 113 | 8 | 63 | 35 | 14 | 63.1% | 40 |
| Q3 2021 | $178.2M | 119 | 7 | 32 | 28 | 16 | 61.9% | 20 |
| Q2 2021 | $193.2M | 128 | 6 | 32 | 81 | 9 | 60.7% | 27 |
| Q1 2021 | $201.9M | 131 | 28 | 34 | 60 | 5 | 61.3% | 14 |
| Q4 2020 | $303.8M | 108 | 20 | 50 | 28 | 0 | 77.7% | 36 |
| Q3 2020 | $234.7M | 88 | 9 | 24 | 40 | 0 | 77.6% | 131 |
| Q2 2020 | $193.1M | 79 | 6 | 8 | 60 | 17 | 77.7% | 223 |
| Q1 2020 | $197.9M | 90 | 4 | 28 | 39 | 19 | 74.9% | 36 |
| Q4 2019 | $251.2M | 105 | 18 | 31 | 42 | 3 | 75.2% | 31 |
| Q3 2019 | $166.6M | 90 | 4 | 11 | 14 | 3 | 73.8% | 22 |
| Q2 2019 | $167.0M | 89 | 5 | 26 | 29 | 7 | 73.3% | 30 |
| Q1 2019 | $170.1M | 91 | 11 | 27 | 38 | 1 | 73.3% | 22 |
| Q4 2018 | $145.7M | 81 | 0 | 0 | 0 | 0 | 74.2% | 30 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.