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Portfolio (Quarterly) Guide ↗

First National Bank of Hutchinson

· CIK 0001313871
13F Portfolio $171M AUM 159 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 89 New
Page 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST Costco Wholesale Corp Consumer Defensive 1,088.0 $938K 0.55% NEW $862.34 +16.3%
42 MPWR Monolithic Power Systms Inc Technology 948.0 $859K 0.50% NEW $906.36 +83.5%
43 VEA Vanguard FTSE Developed Markets 13,732.0 $858K 0.50% NEW $62.47 +14.9%
44 WM Waste Management Inc Del Industrials 3,824.0 $840K 0.49% NEW $219.71 -1.9%
45 MLM Martin Marietta Materials Inc Basic Materials 1,307.0 $814K 0.48% NEW $622.66 -9.9%
46 GEV GE Vernova Inc Utilities 1,245.0 $814K 0.48% NEW $653.57 +63.8%
47 PEP PepsiCo Inc Consumer Defensive 5,577.0 $800K 0.47% NEW $143.52 +1.5%
48 CEG Constellation Energy Corp Utilities 2,192.0 $774K 0.45% NEW $353.27 -14.6%
49 ZS Zscaler Inc Com Technology 3,243.0 $729K 0.43% NEW $224.92 -18.0%
50 CVX Chevron Corp Energy 4,721.0 $720K 0.42% NEW $152.41 +21.2%
51 VST Vistra Corp Utilities 4,431.0 $715K 0.42% NEW $161.33 +2.0%
52 UBS UBS Group AG Financial Services 14,790.0 $685K 0.40% NEW $46.31 +3.2%
53 GLD SPDR Gold Shares ETF Financial Services 1,685.0 $668K 0.39% NEW $396.31 +4.5%
54 IEFA iShares Core MSCI EAFE ETF 7,347.0 $657K 0.39% NEW $89.46 +9.9%
55 ISRG Intuitive Surgical Inc Healthcare 1,121.0 $635K 0.37% NEW $566.36 -22.9%
56 CRH Public Limited 4,984.0 $622K 0.36% NEW $124.80
57 VNQ Vanguard Real Estate ETF 6,867.0 $608K 0.36% NEW $88.49 +9.8%
58 MEDP Medpace Hldgs Inc Healthcare 1,079.0 $606K 0.35% NEW $561.65 -23.6%
59 WFC Wells Fargo & Co New Financial Services 6,029.0 $562K 0.33% NEW $93.20 -16.8%
60 BAC Bank of America Corp Financial Services 9,763.0 $537K 0.32% NEW $55.00 -5.1%
Page 3 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.4%
Communication Services 12.4%
Consumer Defensive 10.9%
Financial Services 9.2%
Consumer Cyclical 7.4%
Healthcare 5.7%
Industrials 5.2%
Energy 3.9%
Utilities 2.5%
Basic Materials 1.3%