FN
First National Bank of Hutchinson 13F Holdings (Q2 2026) — Stock Portfolio & Buys
First National Bank of HutchinsonCIK: 0001313871
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$182.1M
Reporting period: 2026-06-30 · Number of holdings: 157
First National Bank of Hutchinson disclosed 157 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $182.1M and a quarterly turnover rate of 0.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "F"
Personality snowflake
- Concentration
- 20.97
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 72.57
- Diversification
- 100
- Sizing Uniformity
- 80.61
First National Bank of Hutchinson's disclosed holdings carry a Herfindahl concentration index of 0.052 — mathematically equivalent to about 19 equally-sized positions, well below its 157 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.94), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 64% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MU
+0.8% $2.4M
Add AMD
+0.4% $2.1M
Add XLK
+3.9% $2.4M
Trim WMT
+1.3% -$481.3K
Trim META
-32.8% -$1.0M
Sold out HD
Holdings Map
New buyAddUnchangedTrim
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 90 holdings (of 157 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.42% | +0.67% | +5.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.81% | -0.25% | -2.14% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.63% | -0.01% | +1.22% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.60% | +0.34% | +0.62% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.30% | -0.10% | -0.49% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 4.05% | +0.88% | +3.88% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.75% | +0.09% | -0.21% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.37% | +3.88% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.18% | -0.83% | +1.31% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | +0.29% | +16.42% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.13% | +0.86% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.17% | -4.84% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.87% | +1.24% | +0.78% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.80% | +1.07% | +0.39% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.66% | -0.41% | -10.82% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | -0.01% | +11.43% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.50% | +0.24% | +6.69% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.29% | +0.21% | -1.88% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.17% | +0.28% | +2.40% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.48% | +0.89% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.82% | -32.80% | |
| 22 | KR | Kroger Co | Stock-Consumer Staples | 1.00% | -0.60% | -4.98% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.91% | +0.42% | +3.10% | |
| 24 | GEV | GE Vernova Inc | Stock-Industrials | 0.87% | +0.15% | +3.63% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | -0.03% | +1.49% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | +0.71% | NEW | |
| 27 | EME | Emcor Group Inc | Stock-Industrials | 0.71% | -0.02% | +0.19% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | +0.03% | +20.26% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | +0.10% | +22.46% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.66% | -0.12% | — | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 0.65% | -0.10% | -27.77% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | -0.34% | -33.89% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.59% | -0.02% | +3.29% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.59% | -0.54% | -23.18% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.13% | +1.46% | |
| 36 | CLS | Celestica Inc | Stock-Tech | 0.55% | +0.05% | +0.33% | |
| 37 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.53% | -0.16% | -29.58% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.52% | +0.10% | -3.64% | |
| 39 | GE | General Electric | Stock-Industrials | 0.52% | +0.07% | +2.11% | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.49% | +0.01% | +3.16% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.48% | +0.48% | NEW | |
| 42 | EVR | Evercore Inc - A | Stock-Financials | 0.48% | +0.48% | NEW | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.48% | +0.19% | -0.87% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.46% | -0.02% | +3.23% | |
| 45 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.45% | -0.08% | -0.30% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.19% | — | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.43% | -0.01% | +3.74% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.07% | -2.95% | |
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.42% | -0.08% | -1.04% | |
| 50 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.42% | +0.10% | +34.47% |
1–50 of 90
Portfolio Performance
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+19.8%
- Stdev
- +13.1%
- Beta
- +1
- Alpha
- -0.4%
- Max Drawdown
- -8.4%
- Annualized Perf
- +20.4%
- Batting Avg vs S&P
- +58.3%
- Sortino
- +3.23
- Stutzer
- +0.44
- Treynor
- +0.2
- Sterling
- +1.3
- Calmar
- +2.42
- Information Ratio
- -0.23
- Tracking Error
- +2%
- Stdev Down
- +6%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +36.1%
- Worst 12 Months
- +5.7%
- Efficiency Ratio
- +0.64
- Sharpe
- +1.5
- Stdev Sectors
- +11.9%
- Skewness
- +0.19
- Kurtosis
- 0
- Upside Potential
- +4.83
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 157 | $182.1M | 0 | ||
| 2026 Q1 | 152 | $156.6M | 25 | ||
| 2025 Q4 | 159 | $170.7M | 22 | ||
| 2025 Q3 | 172 | $189.0M | 37 | ||
| 2025 Q2 | 157 | $160.7M | 0 | ||
| 2025 Q1 | 166 | $151.5M | 100 | ||
| 2024 Q4 | 134 | $165.4M | 0 | ||
| 2024 Q3 | 127 | $154.6M | 0 | ||
| 2024 Q2 | 159 | $156.6M | 0 | ||
| 2024 Q1 | 164 | $149.7M | 0 | ||
| 2023 Q4 | 164 | $139.0M | 0 | ||
| 2023 Q3 | 187 | $131.9M | 0 | ||
| 2023 Q2 | 149 | $137.0M | 0 | ||
| 2023 Q1 | 150 | $125.9M | 0 | ||
| 2022 Q4 | 150 | $118.0M | 0 | ||
| 2022 Q3 | 137 | $125.4M | 0 | ||
| 2022 Q2 | 135 | $134.5M | 0 | ||
| 2022 Q1 | 148 | $171.6M | 0 | ||
| 2021 Q4 | 151 | $175.5M | 0 | ||
| 2021 Q3 | 163 | $178.2M | 0 | ||
| 2021 Q2 | 174 | $193.2M | 100 | ||
| 2021 Q1 | 180 | $201.9M | 56 | ||
| 2020 Q4 | 156 | $303.8M | 26 | ||
| 2020 Q3 | 131 | $234.7M | 20 | ||
| 2020 Q2 | 120 | $193.1M | 22 | ||
| 2020 Q1 | 140 | $197.9M | 29 | ||
| 2019 Q4 | 161 | $251.2M | 43 | ||
| 2019 Q3 | 135 | $166.6M | 5 | ||
| 2019 Q2 | 129 | $167.0M | 9 | ||
| 2019 Q1 | 131 | $170.1M | 19 | ||
| 2018 Q4 | 81 | $145.7M | 23 | ||
| 2018 Q3 | 86 | $175.8M | 13 | ||
| 2018 Q2 | 72 | $159.9M | 8 | ||
| 2018 Q1 | 90 | $159.0M | 13 | ||
| 2017 Q4 | 94 | $168.8M | 7 | ||
| 2017 Q3 | 89 | $160.6M | 7 | ||
| 2017 Q2 | 88 | $157.5M | 28 | ||
| 2017 Q1 | 97 | $169.4M | 13 | ||
| 2016 Q4 | 101 | $164.6M | 10 | ||
| 2016 Q3 | 101 | $158.1M | 16 | ||
| 2016 Q2 | 85 | $151.9M | 12 | ||
| 2016 Q1 | 80 | $159.0M | 11 | ||
| 2015 Q4 | 70 | $156.3M | 14 | ||
| 2015 Q3 | 74 | $145.6M | 13 | ||
| 2015 Q2 | 82 | $155.4M | 21 | ||
| 2015 Q1 | 89 | $180.5M | 10 | ||
| 2014 Q4 | 102 | $173.7M | 10 | ||
| 2014 Q3 | 92 | $163.5M | 6 | ||
| 2014 Q2 | 97 | $164.2M | 10 | ||
| 2014 Q1 | 103 | $160.0M | 16 | ||
| 2013 Q4 | 102 | $150.8M | 28 | ||
| 2013 Q3 | 95 | $144.6M | 65 | ||
| 2013 Q2 | 105 | $281.2M | — |
Holding changes this quarter
First National Bank of Hutchinson's most significant position changes for 2026-06-30: New buy: Tjx Companies Inc (TJX); Sold out: Home Depot Inc (HD); Sold out: Waste Management Inc (WM); New buy: American Express Co (AXP); New buy: Evercore Inc - A (EVR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | +0.78% | Add |
| 2 | AMD | Advanced Micro Devices | +1.1% | +0.39% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.9% | +3.88% | Add |
| 4 | TJX | Tjx Companies Inc | +0.7% | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.7% | +5.53% | Add |
| 6 | AXP | American Express Co | +0.5% | NEW | New buy |
| 7 | EVR | Evercore Inc - A | +0.5% | NEW | New buy |
| 8 | AMAT | Applied Materials Inc | +0.4% | +3.10% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.3% | +0.62% | Add |
| 10 | AAON | Aaon Inc | +0.3% | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | +16.42% | Add |
| 12 | CAT | Caterpillar Inc | +0.3% | +2.40% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | +6.69% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.88% | Trim |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -0.87% | Trim |
| 16 | KLAC | Kla CORP | +0.2% | +900.00% | Add |
| 17 | VTV | Vanguard Value ETF | +0.2% | NEW | New buy |
| 18 | GEV | GE Vernova Inc | +0.2% | +3.63% | Add |
| 19 | SCHA | Schwab US Small-cap ETF | +0.1% | NEW | New buy |
| 20 | AVGO | Broadcom Inc | +0.1% | +0.86% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 22 | SNEX | Stonex Group Inc | +0.1% | NEW | New buy |
| 23 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | NEW | New buy |
| 25 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | New buy |
| 26 | EMR | Emerson Electric Co | +0.1% | NEW | New buy |
| 27 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 28 | IYJ | Ishares U.s. Industrials ETF | +0.1% | NEW | New buy |
| 29 | VEA | Vanguard Ftse Developed ETF | +0.1% | +22.46% | Add |
| 30 | ASML | ASML Holding N.V. | +0.1% | -3.64% | Trim |
| 31 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +34.47% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.21% | Trim |
| 33 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 34 | GE | General Electric | +0.1% | +2.11% | Add |
| 35 | CLS | Celestica Inc | +0.1% | +0.33% | Add |
| 36 | PG | Procter & Gamble Co/the | 0% | +20.26% | Add |
| 37 | UBS | UBS Group AG | 0% | +1.91% | Add |
| 38 | NUE | Nucor CORP | 0% | — | Unchanged |
| 39 | XLI | Ss Industrial Select Sector | 0% | +3.16% | Add |
| 40 | KO | Coca-cola Co/the | 0% | +13.16% | Add |
| 41 | IUSG | Ishares Core S&p U.s. Growth | 0% | — | Unchanged |
| 42 | BAC | Bank Of America CORP | — | — | Unchanged |
| 43 | IWF | Ishares Russell 1000 Growth | — | +300.00% | Add |
| 44 | JEF | Jefferies Financial Group In | — | — | Unchanged |
| 45 | GOOGL | Alphabet Inc-cl A | — | -7.95% | Trim |
| 46 | NVDA | Nvidia CORP | 0% | +1.22% | Add |
| 47 | JNJ | Johnson & Johnson | 0% | +11.43% | Add |
| 48 | TGT | Target CORP | 0% | +6.90% | Add |
| 49 | XLV | Ss Health Care Select Sector | 0% | +3.74% | Add |
| 50 | EME | Emcor Group Inc | 0% | +0.19% | Add |
1–50 of 98
Filing History
FAQ
What is First National Bank of Hutchinson and what type of investor is it?
First National Bank of Hutchinson is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $182.1M, spread across 157 disclosed positions.
What are First National Bank of Hutchinson's largest equity positions?
Based on the latest 13F filing, First National Bank of Hutchinson's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $31.7M (17.4%)
2. Apple Inc (AAPL) — $10.6M (5.8%)
3. Nvidia CORP (NVDA) — $10.3M (5.6%)
4. Alphabet Inc-cl C (GOOG) — $10.2M (5.6%)
5. Ishares Core S&p Midcap ETF (IJH) — $7.8M (4.3%)
What changes did First National Bank of Hutchinson make in its most recent portfolio filing?
In the latest reported quarter, First National Bank of Hutchinson made 87 notable position adjustments: 14 new positions were initiated, 36 existing holdings were added to, 29 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Tjx Companies Inc (TJX); Sold out: Home Depot Inc (HD); Sold out: Waste Management Inc (WM); New buy: American Express Co (AXP); New buy: Evercore Inc - A (EVR)
What sectors does First National Bank of Hutchinson focus on?
First National Bank of Hutchinson is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 44.3%
• Communication Services: 10.8%
• Financials: 10.1%
• Consumer Staples: 9.5%
• Industrials: 7.2%
• Consumer Discretionary: 6.7%
Investment Profile
First National Bank of Hutchinson returned an annualized 20.4% over the trailing 36 months — underperforming the S&P 500 by 0.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 58% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 44.3% of the portfolio concentrated in Information Technology.
It has added to its CAT position over the past two quarters (+$1.9M, now $2.1M), while trimming META over the same stretch (-$1.6M, still holding $2.0M).
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Developer Access
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REST API
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