2026 Q2 Portfolio Activity
In 2026 Q2, First National Bank of Hutchinson maintained a portfolio of 98 distinct positions. The most significant new addition was Tjx Companies Inc, now representing 0.71% of the total fund value. They heavily accumulated shares in iShares Core S&P 500 ETF, increasing the position by 5.5%. The fund also reduced its exposure to Meta Platforms Inc by 32.8%.
Position History
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Total Positions
98
Quarter
2026 Q2
Top Holding
IVV (17.4%)
Top 10 Concentration
55.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 98
First National Bank of Hutchinson Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
iShares Core S&...
|
ETF | 17.42% | 16.75% |
#1
Prev: #1
|
8.0 |
—
|
2,220 | 5.5% |
P
S
|
42,374 | $31,733,465 |
$140.58
+445.4%
|
2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | ||
|
AAPL
Apple Inc
|
Technology | 5.81% | 6.06% |
#2
Prev: #2
|
4.3 |
—
|
-801 | -2.1% |
P
S
|
36,582 | $10,585,368 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
NVDA
Nvidia Corp
|
Technology | 5.63% | 5.64% |
#3
Prev: #3
|
3.8 |
—
|
620 | 1.2% |
P
S
|
51,277 | $10,260,015 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GOOG
Alphabet Inc C
|
Communication Services | 5.60% | 5.26% |
#4
Prev: #4
|
3.2 |
—
|
178 | 0.6% |
P
S
|
28,865 | $10,198,870 | 2011 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IJH
iShares Core S&...
|
ETF | 4.30% | 4.40% |
#5
Prev: #5
|
2.7 |
—
|
-500 | -0.5% |
P
S
|
101,634 | $7,836,998 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XLK
SPDR Technology...
|
Unknown | 4.05% | 3.17% |
#6
3
Prev: #9
|
2.1 |
—
|
1,446 | 3.9% |
P
S
|
38,758 | $7,384,174 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
IJR
iShares Core S&...
|
ETF | 3.75% | 3.66% |
#7
1
Prev: #8
|
2.0 |
—
|
-96 | -0.2% |
P
S
|
46,038 | $6,827,896 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MSFT
Microsoft Corp
|
Technology | 3.34% | 3.71% |
#8
1
Prev: #7
|
1.8 |
—
|
608 | 3.9% |
P
S
|
16,291 | $6,076,869 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
WMT
Walmart Inc
|
Consumer Defensive | 3.18% | 4.01% |
#9
3
Prev: #6
|
1.8 |
—
|
662 | 1.3% |
P
S
|
51,137 | $5,791,776 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
JPM
JPMorgan Chase ...
|
Financial Services | 2.81% | 2.52% |
#10
1
Prev: #11
|
3.1 |
—
|
2,206 | 16.4% |
P
S
|
15,641 | $5,119,769 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AVGO
Broadcom Inc
|
Technology | 2.49% | 2.36% |
#11
1
Prev: #12
|
1.5 |
—
|
102 | 0.9% |
P
S
|
12,023 | $4,541,689 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMZN
Amazon.com Inc
|
Consumer Cyclical | 2.49% | 2.66% |
#12
2
Prev: #10
|
1.5 |
—
|
-968 | -4.8% |
P
S
|
19,047 | $4,539,662 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MU
Micron Technolo...
|
Technology | 1.87% | 0.63% |
#13
19
Prev: #32
|
1.2 |
—
|
23 | 0.8% |
P
S
|
2,957 | $3,413,235 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMD
Advanced Micro ...
|
Technology | 1.80% | 0.73% |
#14
14
Prev: #28
|
1.2 |
—
|
22 | 0.4% |
P
S
|
5,639 | $3,275,751 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 1.66% | 2.07% |
#15
2
Prev: #13
|
1.2 |
—
|
-733 | -10.8% |
P
S
|
6,043 | $3,023,857 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 1.65% | 1.66% |
#16
1
Prev: #15
|
2.7 |
—
|
1,217 | 11.4% |
P
S
|
11,866 | $3,013,608 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
LLY
Lilly (Eli) & C...
|
Healthcare | 1.50% | 1.26% |
#17
1
Prev: #18
|
2.6 |
—
|
143 | 6.7% |
P
S
|
2,282 | $2,737,099 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TSM
Taiwan Semicond...
|
Technology | 1.29% | 1.08% |
#18
2
Prev: #20
|
1.0 |
—
|
-94 | -1.9% |
P
S
|
4,919 | $2,349,167 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CAT
Caterpillar Inc
|
Industrials | 1.17% | 0.89% |
#19
3
Prev: #22
|
1.0 |
—
|
47 | 2.4% |
P
S
|
2,007 | $2,137,254 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XOM
Exxon Mobil Cor...
|
Energy | 1.12% | 1.60% |
#20
3
Prev: #17
|
0.9 |
—
|
132 | 0.9% |
P
S
|
14,885 | $2,035,077 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
META
Meta Platforms ...
|
Communication Services | 1.08% | 1.90% |
#21
7
Prev: #14
|
0.4 |
—
|
-1,707 | -32.8% |
P
S
|
3,498 | $1,970,388 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
KR
The Kroger Co
|
Consumer Defensive | 1.00% | 1.60% |
#22
6
Prev: #16
|
0.9 |
—
|
-1,723 | -5.0% |
P
S
|
32,901 | $1,826,992 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AMAT
Applied Materia...
|
Technology | 0.91% | 0.49% |
#23
21
Prev: #44
|
0.9 |
—
|
69 | 3.1% |
P
S
|
2,296 | $1,660,008 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GEV
GE Vernova Inc
|
Industrials | 0.87% | 0.72% |
#24
5
Prev: #29
|
0.8 |
—
|
47 | 3.6% |
P
S
|
1,343 | $1,577,837 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ADP
Automatic Data ...
|
Technology | 0.84% | 0.87% |
#25
2
Prev: #23
|
0.8 |
—
|
100 | 1.5% |
P
S
|
6,795 | $1,521,740 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
TJX
Tjx Companies I...
|
Consumer Cyclical | 0.71% | — |
#26
Prev: #—
|
3.8 |
—
|
8,545 | — |
NEW
|
8,545 | $1,294,568 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
EME
EMCOR Group Inc
|
Industrials | 0.71% | 0.73% |
#27
Prev: #27
|
0.8 |
—
|
3 | 0.2% |
P
S
|
1,557 | $1,292,123 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.66% | 0.63% |
#28
5
Prev: #33
|
2.8 |
—
|
1,385 | 20.3% |
P
S
|
8,220 | $1,205,381 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
VEA
Vanguard FTSE D...
|
ETF | 0.66% | 0.56% |
#29
8
Prev: #37
|
2.8 |
—
|
3,084 | 22.5% |
P
S
|
16,816 | $1,198,140 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
RTX
RTX Corporation...
|
Industrials | 0.66% | 0.78% |
#30
6
Prev: #24
|
1.3 |
—
|
no change | no change |
P
S
|
6,301 | $1,195,489 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
APH
Amphenol Corp
|
Technology | 0.65% | 0.75% |
#31
5
Prev: #26
|
0.3 |
—
|
-2,577 | -27.8% |
P
S
|
6,703 | $1,181,873 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
V
Visa Inc Cl A
|
Financial Services | 0.61% | 0.95% |
#32
11
Prev: #21
|
0.2 |
—
|
-1,673 | -33.9% |
P
S
|
3,264 | $1,119,845 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XLF
SPDR Financial ...
|
Unknown | 0.59% | 0.61% |
#33
2
Prev: #35
|
0.7 |
—
|
641 | 3.3% |
P
S
|
20,145 | $1,079,974 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
COP
ConocoPhillips
|
Energy | 0.59% | 1.13% |
#34
15
Prev: #19
|
0.2 |
—
|
-3,109 | -23.2% |
P
S
|
10,304 | $1,071,203 | 2013 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
COST
Costco Wholesal...
|
Consumer Defensive | 0.57% | 0.70% |
#35
5
Prev: #30
|
0.7 |
—
|
16 | 1.5% |
P
S
|
1,114 | $1,042,113 | 2005 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CLS
Celestica Inc
|
Technology | 0.55% | 0.50% |
#36
7
Prev: #43
|
0.7 |
—
|
9 | 0.3% |
P
S
|
2,765 | $1,008,672 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MPWR
Monolithic Powe...
|
Technology | 0.53% | 0.69% |
#37
6
Prev: #31
|
0.2 |
—
|
-292 | -29.6% |
P
S
|
695 | $960,740 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ASML
ASML Holding N ...
|
Technology | 0.52% | 0.42% |
#38
15
Prev: #53
|
0.7 |
—
|
-18 | -3.6% |
P
S
|
476 | $946,973 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
GE
GE Aerospace
|
Industrials | 0.52% | 0.45% |
#39
9
Prev: #48
|
0.7 |
—
|
52 | 2.1% |
P
S
|
2,517 | $940,678 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XLI
SPDR Industrial...
|
Unknown | 0.49% | 0.48% |
#40
5
Prev: #45
|
0.7 |
—
|
148 | 3.2% |
P
S
|
4,828 | $894,290 | 2006 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
AXP
American Expres...
|
Financial Services | 0.48% | — |
#41
Prev: #—
|
3.7 |
—
|
2,611 | — |
NEW
|
2,611 | $883,171 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
EVR
Evercore Inc
|
Financial Services | 0.48% | — |
#42
Prev: #—
|
3.7 |
—
|
2,582 | — |
NEW
|
2,582 | $881,598 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CRWD
CrowdStrike Hol...
|
Technology | 0.48% | 0.29% |
#43
24
Prev: #67
|
0.7 |
—
|
-10 | -0.9% |
P
S
|
1,135 | $866,164 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XLY
SPDR Consumer D...
|
Unknown | 0.46% | 0.48% |
#44
2
Prev: #46
|
0.7 |
—
|
222 | 3.2% |
P
S
|
7,102 | $832,922 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
ORLY
OReilly Automot...
|
Consumer Cyclical | 0.45% | 0.53% |
#45
6
Prev: #39
|
0.7 |
—
|
-27 | -0.3% |
P
S
|
8,983 | $827,244 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
CVX
Chevron Corp
|
Energy | 0.43% | 0.62% |
#46
12
Prev: #34
|
1.2 |
—
|
no change | no change |
P
S
|
4,721 | $782,553 | 2004 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
XLV
SPDR Health Car...
|
Unknown | 0.43% | 0.44% |
#47
3
Prev: #50
|
0.7 |
—
|
177 | 3.7% |
P
S
|
4,912 | $779,338 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MA
Mastercard Inc
|
Financial Services | 0.43% | 0.50% |
#48
6
Prev: #42
|
0.7 |
—
|
-46 | -2.9% |
P
S
|
1,514 | $777,590 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
MLM
Martin Marietta...
|
Basic Materials | 0.42% | 0.50% |
#49
9
Prev: #40
|
0.7 |
—
|
-14 | -1.0% |
P
S
|
1,329 | $766,434 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-03 | |||
|
BHP
BHP Group Ltd
|
Basic Materials | 0.42% | 0.32% |
#50
9
Prev: #59
|
2.7 |
—
|
2,355 | 34.5% |
P
S
|
9,188 | $765,452 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-08-03 |
Showing 1-50 of 98 holdings