Portfolio (Quarterly)
Guide ↗
First National Bank of Hutchinson
· CIK 0001313871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | NUE | Nucor Corp | Basic Materials | 1,340.0 | $227K | 0.14% | — | — | $169.10 | +33.9% |
| 82 | XLU | SPDR Utilities Select Sector ET | — | 4,852.0 | $223K | 0.14% | -2K | -29.7% | $45.89 | -1.9% |
| 83 | MMM | 3M Co | Industrials | 1,532.0 | $222K | 0.14% | -326.0 | -17.6% | $145.23 | +4.4% |
| 84 | VZ | Verizon Communications Inc | Communication Services | 4,199.0 | $211K | 0.14% | NEW | — | $50.20 | -4.7% |
① 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
38.8%
Consumer Defensive
12.5%
Communication Services
11.5%
Financial Services
8.9%
Industrials
6.8%
Consumer Cyclical
6.5%
Energy
5.8%
Healthcare
5.5%
Utilities
2.1%
Basic Materials
1.5%