First National Bank of Hutchinson 13F Portfolio

CIK 1313871 Filing since Q2 2014 Q2 2026 filed Aug 3, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 3, 2026.

Portfolio Snapshot

64 positions · Q2 2026

First National Bank of Hutchinson reported 64 positions worth $115.65M for the quarter ended Jun 30, 2026, up 13.3% on the prior quarter. It opened 9 new positions, added to 22, trimmed 22 and exited 6. Its largest holding is Apple Inc. at 9.2% of the portfolio.

Portfolio Value
$115.65M
+13.3% QoQ · +33.8% YoY
Positions
64
9 new · 6 sold out
Top 10 Concentration
55.2%
of portfolio value
Largest Position
AAPL 9.2%
Apple Inc.
Net Buying
-$1.27M
$7.18M bought · $8.45M sold
Turnover
6.6%
of the portfolio traded
Top Sector
Technology
52.9% of value
Track Record
49
quarters on file since Q2 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

9 sectors
52.93%
Technology
Technology52.93%
Financial Services12.78%
Consumer Staples9.57%
Industrials6.9%
Consumer Discretionary6.75%
Healthcare5.26%
Energy3.75%
Basic Materials1.4%
Other0.662%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesConsumer StaplesIndustrialsConsumer DiscretionaryHealthcareEnergyBasic MaterialsOtherCommunication ServicesUtilitiesReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
TJX Tjx Companies Inc +8,545 – $1.29M 1.12%
AXP American Express Co +2,611 – $883.17K 0.764%
EVR Evercore Inc. +2,582 – $881.60K 0.762%
JPM Jpmorgan Chase & Co +2,206 +16.4% $722.09K 4.43%
AAON Aaon, Inc. +4,622 – $586.35K 0.507%
JNJ Johnson & Johnson +1,217 +11.4% $309.08K 2.61%
MSFT Microsoft Corp +608 +3.9% $226.80K 5.25%
SNEX StoneX Group Inc. +2,855 – $225.51K 0.195%
LRCX Lam Research Corp +520 – $225.33K 0.195%
BNY Bank of New York Mellon Corp +1,500 – $216.92K 0.188%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
HD Home Depot, Inc. -3,595 -100.0% $1.18M Exited
META Meta Platforms, Inc. -1,707 -32.8% $961.54K 1.7%
WM Waste Management Inc -4,065 -100.0% $934.10K Exited
VST Vistra Corp. -4,521 -100.0% $679.64K Exited
IBM International Business Machines Corp -2,317 -71.1% $651.56K 0.229%
V Visa Inc. -1,673 -33.9% $573.99K 0.968%
NOW ServiceNow, Inc. -4,730 -100.0% $494.52K Exited
APH Amphenol Corp -5,154 -27.8% $454.38K 1.02%
MPWR Monolithic Power Systems, Inc. -292 -29.6% $403.65K 0.831%
BRK-B Berkshire Hathaway Inc -733 -10.8% $366.79K 2.61%

New Positions

Q2 2026
Holding Shares Trade Value Weight
TJX Tjx Companies Inc +8,545 $1.29M 1.12%
AXP American Express Co +2,611 $883.17K 0.764%
EVR Evercore Inc. +2,582 $881.60K 0.762%
AAON Aaon, Inc. +4,622 $586.35K 0.507%
SNEX StoneX Group Inc. +2,855 $225.51K 0.195%
LRCX Lam Research Corp +520 $225.33K 0.195%
BNY Bank of New York Mellon Corp +1,500 $216.92K 0.188%
EMR Emerson Electric Co +1,456 $208.43K 0.18%
PWR Quanta Services, Inc. +288 $207.37K 0.179%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
HD Home Depot, Inc. -3,595 $1.18M 1.16%
WM Waste Management Inc -4,065 $934.10K 0.915%
VST Vistra Corp. -4,521 $679.64K 0.666%
NOW ServiceNow, Inc. -4,730 $494.52K 0.485%
NVS Novartis Ag -1,498 $228.82K 0.224%
VZ Verizon Communications Inc -4,199 $210.79K 0.207%
Holdings · Q2 2026

64 Positions

As ofJun 30, 2026
Value$115.65M
Top 1055.2%
Avg position$1.81M
# Activity
49 more holdings Create a free account to keep reading this institution’s full portfolio.
Showing 1–15 of 64 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at First National Bank of Hutchinson.

About First National Bank of Hutchinson’s 13F Portfolio

What are First National Bank of Hutchinson’s largest holdings?

As of its Q2 2026 13F filing, First National Bank of Hutchinson’s five largest positions were Apple Inc. (AAPL) at 9.2%, Nvidia Corp (NVDA) at 8.9%, Alphabet Inc. (GOOG) at 8.8%, Microsoft Corp (MSFT) at 5.3%, Walmart Inc. (WMT) at 5.0% of the reported portfolio.

How much is First National Bank of Hutchinson’s portfolio worth?

First National Bank of Hutchinson reported a 13F portfolio worth $115.65M across 64 positions for Q2 2026. That is up 13.3% from the previous quarter.

What did First National Bank of Hutchinson buy in Q2 2026?

Its largest purchases by value were Tjx Companies Inc ($1.29M), American Express Co ($883.17K), Evercore Inc. ($881.60K). It opened 9 new positions.

What did First National Bank of Hutchinson sell in Q2 2026?

Its largest sales by value were Home Depot, Inc. ($1.18M), Meta Platforms, Inc. ($961.54K), Waste Management Inc ($934.10K). It exited 6 positions entirely.

Where does this data come from?

From the Form 13F-HR reports First National Bank of Hutchinson files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.