DOSSIER · 13F-HR · Q2 2026

First National Bank of Hutchinson

$182M in tracked AUM across 157 positions as of Q2 2026.

FN
CIK 0001313871 · last filed Jun 30, 2026
Total AUM
$182M
as of Q2 2026
Holdings
157
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: First National Bank of Hutchinson
1. Portfolio Overview

First National Bank of Hutchinson has reported a significant transformation in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 99.9%, growing from approximately $85.38 million to $170.71 million. This near-doubling of assets under management (AUM) suggests a substantial inflow of capital, likely driven by client contributio...

The portfolio currently comprises 159 holdings. The diversification strategy has shifted notably, moving away from a mix of individual sector-specific ETFs and single stocks toward a "Core and Satellite" approach. The "Core" is now firmly established through broad market index funds, while the "Satellite" positions consist of high-conviction individual equities, predominantly in the technology and communication services sectors.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
iShares Core S&P 500 ETF
$32M42K17.4%
02
AAPL
Apple Inc
$11M37K5.8%
03
NVDA
Nvidia Corp
$10M51K5.6%
04
GOOG
Alphabet Inc C
$10M29K5.6%
05
IJH
iShares Core S&P Mid-Cap ETF
$8M102K4.3%
06
XLK
SPDR Technology Select Sector E
$7M39K4.1%
07
IJR
iShares Core S&P Small-Cap ETF
$7M46K3.7%
08
MSFT
Microsoft Corp
$6M16K3.3%
09
WMT
Walmart Inc
$6M51K3.2%
10
JPM
JPMorgan Chase & Co
$5M16K2.8%

Filing history

2026Q2Jun 30
$182M 16.3%
157 positionsView →
2026Q1Mar 31
$157M 8.3%
152 positionsView →
2025Q4Dec 31
$171M 9.7%
159 positionsView →
2025Q3Sep 30
$189M 17.6%
172 positionsView →
2025Q2Jun 30
$161M 147.7%
157 positionsLocked
2025Q1Mar 31
$65M 60.8%
94 positionsLocked
2024Q4Dec 31
$165M 6.9%
134 positionsLocked
2024Q3Sep 30
$155M 1.2%
127 positionsLocked
2024Q2Jun 30
$157M 4.6%
159 positionsLocked
2024Q1Mar 31
$150M 7.7%
164 positionsLocked
2023Q4Dec 31
$139M 5.4%
164 positionsLocked
2023Q3Sep 30
$132M 3.7%
187 positionsLocked
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