First National Bank of Hutchinson

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), First National Bank of Hutchinson reported 85 stock positions worth $160.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.7% of the portfolio, followed by SS Technology Select Sector (XLK, 6.6%) and Nvidia (NVDA, 4.8%). Compared with Q1 2025, it opened 6 new positions, sold out of 9, added to 26 and reduced 35. The biggest buy was Microsoft (MSFT, shares +2%) and the biggest sale an exit from Elevance Health (ELV).

Most Recent 13F
Q2 2026
Location
HUTCHINSON, KS
CIK
0001313871
Portfolio Value
$160.7M (Q2 2025)
SEC Filing
0001313871-25-000006 ↗ filed Jul 29, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $149.7M Q1 2024 Q2 2024: $156.6M Q2 2024 Q3 2024: $154.6M Q3 2024 Q4 2024: $165.4M Q4 2024 Q1 2025: $151.5M Q1 2025 Q2 2025: $160.7M $160.7M Q2 2025 Q3 2025: $189.0M Q3 2025 Q4 2025: $170.7M Q4 2025 Q1 2026: $156.6M Q1 2026 Q2 2026: $182.1M Q2 2026

Holdings 85 stocks · $160.7M

IVV iShares Core S&P 500 ETF 17.72% 45,873 $28.5M Reduce -6.2%
XLK SS Technology Select Sector 6.60% 41,868 $10.6M No change
NVDA Nvidia Corp. 4.77% 48,573 $7.7M Reduce -1.8%
IJH iShares Core S&P Midcap ETF 4.62% 119,855 $7.4M Reduce -2.9%
MSFT Microsoft Corp. 4.58% 14,789 $7.4M Add +2.0%
AAPL Apple Inc. 4.43% 34,702 $7.1M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 3.83% 56,386 $6.2M Reduce -1.4%
AMZN Amazon.com Inc. 2.86% 20,987 $4.6M Reduce -18.0%
GOOG Alphabet Inc. Class C 2.79% 25,319 $4.5M Reduce -14.3%
AVGO Broadcom Inc. 2.25% 13,096 $3.6M Add +6.0%
XLF SS Financial Select Sector 2.24% 68,664 $3.6M No change
META Meta Platforms Inc. Class A 2.19% 4,779 $3.5M Reduce -1.2%
JPM JPMorgan Chase & Co. 2.14% 11,881 $3.4M Reduce -0.2%
KR Kroger Co. 1.92% 43,089 $3.1M Reduce -17.9%
BRK.B Berkshire Hathaway Inc. Class B 1.91% 6,332 $3.1M Reduce -1.0%
WMT Walmart Inc. 1.89% 31,019 $3.0M Add +3.2%
XLY SS Consumer Disc Select Sect 1.84% 13,584 $3.0M No change
XLV SS Health Care Select Sector 1.75% 20,927 $2.8M No change
XLI SS Industrial Select Sector 1.58% 17,199 $2.5M No change
V Visa Inc. Class A 1.11% 5,030 $1.8M Reduce -1.3%
CRWD CrowdStrike Holdings Inc. Class A 0.94% 2,977 $1.5M Reduce -0.9%
MA Mastercard Inc. Class A 0.90% 2,584 $1.5M Add +0.8%
XLP SS Consumer Staples Sel Sect 0.89% 17,585 $1.4M No change
EME Emcor Group Inc. 0.84% 2,521 $1.3M Add +90.8%
VST Vistra Corp. 0.84% 6,955 $1.3M Reduce -0.9%
NOW ServiceNow Inc. 0.81% 1,263 $1.3M Add +41.8%
ORLY O'reilly Automotive Inc. 0.74% 13,202 $1.2M Reduce -25.0%
LLY Eli Lilly & Co. 0.72% 1,476 $1.2M Reduce -30.8%
HD Home Depot Inc. 0.71% 3,100 $1.1M Add +0.8%
CEG Constellation Energy 0.69% 3,443 $1.1M Add +74.1%
XLC SS Comm Select Sector SPDR 0.67% 9,991 $1.1M No change
ROST Ross Stores Inc. 0.66% 8,318 $1.1M Reduce -2.1%
MLM Martin Marietta Materials 0.66% 1,931 $1.1M Reduce -0.9%
COST Costco Wholesale Corp. 0.66% 1,068 $1.1M Reduce -0.6%
ICE Intercontinental Exchange Inc. 0.61% 5,336 $979K Reduce -2.0%
TSM Taiwan Semiconductor-SP ADR 0.59% 4,210 $954K Add +6.0%
ZS Zscaler Inc. 0.59% 3,023 $949K Reduce -2.5%
SSNC Ss&c Technologies Holdings 0.56% 10,904 $903K Reduce -1.7%
COP Conocophillips 0.54% 9,658 $867K Add +0.1%
NFLX Netflix Inc. 0.53% 634 $849K Reduce -0.8%
WM Waste Management Inc. 0.51% 3,601 $824K Reduce -2.0%
APH Amphenol Corp. Class A 0.51% 8,310 $821K Add +2.0%
CLS Celestica Inc. 0.51% 5,223 $815K Add +6.3%
ISRG Intuitive Surgical Inc. 0.49% 1,458 $792K Reduce -1.6%
CMG Chipotle Mexican Grill Inc. 0.46% 13,274 $745K Reduce -1.2%
AMD Advanced Micro Devices 0.44% 4,976 $706K Add +13.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.42% 8,174 $667K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.39% 8,807 $634K New
PG The Procter & Gamble Co. 0.39% 3,930 $626K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.39% 13,113 $621K No change
VNQ Vanguard Real Estate ETF 0.38% 6,867 $612K Add +0.4%
XLE SS Energy Select Sector 0.36% 6,907 $586K No change
GLD SPDR Gold Shares 0.32% 1,685 $514K No change
EQT Eqt Corp. 0.31% 8,634 $504K New
MELI MercadoLibre Inc. 0.31% 189 $494K Reduce -27.0%
ADP Automatic Data Processing 0.31% 1,600 $493K No change
XOM Exxon Mobil Corp. 0.30% 4,497 $485K No change
WFC Wells Fargo & Co. 0.30% 6,029 $483K No change
WMB Williams Cos Inc. 0.30% 7,684 $483K Add +2.7%
NEE Nextera Energy Inc. 0.30% 6,921 $480K Reduce -21.8%
XLB SS Materials Select Sector 0.30% 5,432 $477K No change
RTX RTX Corp. 0.28% 3,121 $456K Add +11.4%
SHEL Shell PLC-ADR 0.27% 6,244 $440K Add +6.2%
UBS UBS Group AG-Reg 0.27% 12,883 $436K Add +4.0%
IEFA iShares Core MSCI Eafe ETF 0.27% 5,121 $428K Reduce -15.0%
CRH CRH PLC 0.26% 4,523 $415K Add +0.7%
CNK Cinemark Holdings Inc. 0.25% 13,532 $408K Reduce -0.3%
IBN Icici Bank Ltd.-Spon ADR 0.24% 11,586 $390K Add +6.3%
IWF iShares Russell 1000 Growth 0.23% 885 $376K No change
OXY Occidental Petroleum Corp. 0.23% 8,926 $375K Reduce -0.9%
LIN Linde PLC 0.21% 727 $341K Add +2.3%
CVX Chevron Corp. 0.21% 2,321 $332K Add +7.4%
XLRE SS Real Estate Select Sector 0.20% 7,901 $327K Reduce -3.6%
JNJ Johnson & Johnson 0.20% 2,104 $321K Add +11.8%
CP Canadian Pacific Kansas City 0.20% 4,032 $320K Add +3.0%
IUSG iShares Core S&P U.S. Growth 0.19% 2,034 $306K Reduce -10.7%
AON Aon PLC Class A 0.18% 828 $295K Add +5.2%
ONON On Holding AG Class A filed as ON HLDG AG 0.16% 5,006 $261K No change
PEP Pepsico Inc. 0.15% 1,877 $248K Reduce -6.9%
BA The Boeing Co. 0.14% 1,096 $230K New
GRMN Garmin Ltd. 0.13% 1,030 $215K Add +1.7%
GOOGL Alphabet Inc. Class A 0.13% 1,208 $213K New
QQQ Invesco QQQ Trust Series 1 0.13% 375 $207K New
KLAC KLA Corp. 0.12% 224 $201K New
CBSH Commerce Bancshares Inc. 0.12% 3,227 $201K Reduce -5.8%

Portfolio Sells Q1 2025 → Q2 2025

ELV Elevance Health Inc. Sold out 0.00% −0.75
AAPL Apple Inc. Reduce -0.3% 4.43% −0.68
MAA Mid-America Apartment Comm Sold out 0.00% −0.64
CPRT Copart Inc. Sold out 0.00% −0.62
UTHR United Therapeutics Corp. Sold out 0.00% −0.52
MU Micron Technology Inc. Sold out 0.00% −0.51
EVR Evercore Inc. Class A Sold out 0.00% −0.47
LLY Eli Lilly & Co. Reduce -30.8% 0.72% −0.45
KR Kroger Co. Reduce -17.9% 1.92% −0.42
IVV iShares Core S&P 500 ETF Reduce -6.2% 17.72% −0.41
ORLY O'reilly Automotive Inc. Reduce -25.0% 0.74% −0.37
GL Globe Life Inc. Sold out 0.00% −0.36
AMZN Amazon.com Inc. Reduce -18.0% 2.86% −0.35
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.0% 1.91% −0.34
TMUS T-Mobile US Inc. Sold out 0.00% −0.31
GOOG Alphabet Inc. Class C Reduce -14.3% 2.79% −0.25
ARM Arm Holdings PLC-ADR Sold out 0.00% −0.14
IJH iShares Core S&P Midcap ETF Reduce -2.9% 4.62% −0.13
IJR iShares Core S&P Small-Cap E Reduce -1.4% 3.83% −0.12
NEE Nextera Energy Inc. Reduce -21.8% 0.30% −0.12
V Visa Inc. Class A Reduce -1.3% 1.11% −0.07
OXY Occidental Petroleum Corp. Reduce -0.9% 0.23% −0.06
ROST Ross Stores Inc. Reduce -2.1% 0.66% −0.06
SSNC Ss&c Technologies Holdings Reduce -1.7% 0.56% −0.05
WM Waste Management Inc. Reduce -2.0% 0.51% −0.05
PEP Pepsico Inc. Reduce -6.9% 0.15% −0.05
IEFA iShares Core MSCI Eafe ETF Reduce -15.0% 0.27% −0.04
MELI MercadoLibre Inc. Reduce -27.0% 0.31% −0.03
XLRE SS Real Estate Select Sector Reduce -3.6% 0.20% −0.02
CBSH Commerce Bancshares Inc. Reduce -5.8% 0.12% −0.02
COST Costco Wholesale Corp. Reduce -0.6% 0.66% −0.01
ICE Intercontinental Exchange Inc. Reduce -2.0% 0.61% −0.01
IUSG iShares Core S&P U.S. Growth Reduce -10.7% 0.19% −0.00
ISRG Intuitive Surgical Inc. Reduce -1.6% 0.49% +0.01
CMG Chipotle Mexican Grill Inc. Reduce -1.2% 0.46% +0.02
CNK Cinemark Holdings Inc. Reduce -0.3% 0.25% +0.03
MLM Martin Marietta Materials Reduce -0.9% 0.66% +0.04
NFLX Netflix Inc. Reduce -0.8% 0.53% +0.13
ZS Zscaler Inc. Reduce -2.5% 0.59% +0.18
JPM JPMorgan Chase & Co. Reduce -0.2% 2.14% +0.22
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.9% 0.94% +0.24
VST Vistra Corp. Reduce -0.9% 0.84% +0.29
META Meta Platforms Inc. Class A Reduce -1.2% 2.19% +0.35
NVDA Nvidia Corp. Reduce -1.8% 4.77% +1.24

Portfolio Buys Q1 2025 → Q2 2025

MSFT Microsoft Corp. Add +2.0% 4.58% +0.98
AVGO Broadcom Inc. Add +6.0% 2.25% +0.88
EME Emcor Group Inc. Add +90.8% 0.84% +0.52
CEG Constellation Energy Add +74.1% 0.69% +0.43
TTD Trade Desk Inc./the Class A New 0.39% +0.39
NOW ServiceNow Inc. Add +41.8% 0.81% +0.34
EQT Eqt Corp. New 0.31% +0.31
CLS Celestica Inc. Add +6.3% 0.51% +0.25
APH Amphenol Corp. Class A Add +2.0% 0.51% +0.16
TSM Taiwan Semiconductor-SP ADR Add +6.0% 0.59% +0.16
WMT Walmart Inc. Add +3.2% 1.89% +0.14
BA The Boeing Co. New 0.14% +0.14
AMD Advanced Micro Devices Add +13.0% 0.44% +0.14
GOOGL Alphabet Inc. Class A New 0.13% +0.13
QQQ Invesco QQQ Trust Series 1 New 0.13% +0.13
KLAC KLA Corp. New 0.12% +0.12
RTX RTX Corp. Add +11.4% 0.28% +0.04
UBS UBS Group AG-Reg Add +4.0% 0.27% +0.02
CP Canadian Pacific Kansas City Add +3.0% 0.20% +0.02
IBN Icici Bank Ltd.-Spon ADR Add +6.3% 0.24% +0.02
WMB Williams Cos Inc. Add +2.7% 0.30% +0.00
CRH CRH PLC Add +0.7% 0.26% −0.00
JNJ Johnson & Johnson Add +11.8% 0.20% −0.01
LIN Linde PLC Add +2.3% 0.21% −0.01
SHEL Shell PLC-ADR Add +6.2% 0.27% −0.01
GRMN Garmin Ltd. Add +1.7% 0.13% −0.01
AON Aon PLC Class A Add +5.2% 0.18% −0.02
MA Mastercard Inc. Class A Add +0.8% 0.90% −0.02
VNQ Vanguard Real Estate ETF Add +0.4% 0.38% −0.03
CVX Chevron Corp. Add +7.4% 0.21% −0.03
HD Home Depot Inc. Add +0.8% 0.71% −0.04
COP Conocophillips Add +0.1% 0.54% −0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 90$182.1MIVV, AAPL, NVDA, GOOG, IJH
Q1 2026 84$156.6MIVV, AAPL, NVDA, GOOG, IJH
Q4 2025 89$170.7MIVV, AAPL, NVDA, GOOG, MSFT
Q3 2025 95$189.0MIVV, XLK, AAPL, NVDA, MSFT
Q2 2025 85$160.7MIVV, XLK, NVDA, IJH, MSFT
Q1 2025 88$151.5MIVV, XLK, AAPL, IJH, IJR
Q4 2024 90$165.4MIVV, XLK, AAPL, IJH, NVDA
Q3 2024 93$154.6MIVV, XLK, IJH, IJR, AAPL
Q2 2024 92$156.6MIVV, XLK, IJH, MSFT, NVDA
Q1 2024 93$149.7MIVV, XLK, IJH, IJR, MSFT