First National Bank of Hutchinson

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), First National Bank of Hutchinson reported 89 stock positions worth $170.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.0% of the portfolio, followed by Apple (AAPL, 6.1%) and Nvidia (NVDA, 5.7%). Compared with Q3 2025, it opened 7 new positions, sold out of 13, added to 30 and reduced 32. The biggest buy was Eli Lilly (LLY, shares +41%) and the biggest sale SS Technology Select Sector (XLK, shares −55%).

Most Recent 13F
Q2 2026
Location
HUTCHINSON, KS
CIK
0001313871
Portfolio Value
$170.7M (Q4 2025)
SEC Filing
0001313871-26-000001 ↗ filed Jan 29, 2026

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 Q2 2025 Q3 2025: $189.0M Q3 2025 Q4 2025: $170.7M $170.7M Q4 2025 Q1 2026: $156.6M Q1 2026 Q2 2026: $182.1M Q2 2026

Holdings 89 stocks · $170.7M

IVV iShares Core S&P 500 ETF 17.04% 42,474 $29.1M Reduce -2.7%
AAPL Apple Inc. 6.09% 38,213 $10.4M Reduce -0.8%
NVDA Nvidia Corp. 5.65% 51,745 $9.7M Add +0.4%
GOOG Alphabet Inc. Class C 5.36% 29,166 $9.2M Reduce -1.8%
MSFT Microsoft Corp. 4.99% 17,626 $8.5M Reduce -0.4%
IJH iShares Core S&P Midcap ETF 4.07% 105,155 $6.9M Reduce -10.2%
IJR iShares Core S&P Small-Cap E 3.36% 47,678 $5.7M Reduce -13.7%
WMT Walmart Inc. 3.27% 50,081 $5.6M Reduce -4.5%
XLK SS Technology Select Sector 3.15% 37,312 $5.4M Reduce -55.4%
AMZN Amazon.com Inc. 2.90% 21,483 $5.0M Reduce -2.5%
JPM JPMorgan Chase & Co. 2.49% 13,166 $4.2M Add +2.4%
AVGO Broadcom Inc. 2.44% 12,014 $4.2M Add +0.2%
META Meta Platforms Inc. Class A 2.07% 5,355 $3.5M Add +4.8%
BRK.B Berkshire Hathaway Inc. Class B 1.97% 6,677 $3.4M Add +12.0%
KR Kroger Co. 1.84% 50,298 $3.1M Add +13.6%
LLY Eli Lilly & Co. 1.35% 2,148 $2.3M Add +40.9%
V Visa Inc. Class A 1.04% 5,068 $1.8M Reduce -3.7%
XLF SS Financial Select Sector 1.02% 31,729 $1.7M Reduce -55.9%
ADP Automatic Data Processing 1.01% 6,695 $1.7M Reduce -1.5%
MA Mastercard Inc. Class A 0.95% 2,839 $1.6M Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.92% 5,307 $1.6M Add +0.5%
TSM Taiwan Semiconductor-SP ADR 0.83% 4,682 $1.4M Add +0.3%
XLY SS Consumer Disc Select Sect 0.80% 11,488 $1.4M Reduce -57.7%
ORLY O'reilly Automotive Inc. 0.77% 14,473 $1.3M Add +2.0%
XLV SS Health Care Select Sector 0.75% 8,217 $1.3M Reduce -60.7%
XLI SS Industrial Select Sector 0.73% 8,060 $1.3M Reduce -53.1%
JNJ Johnson & Johnson 0.73% 5,989 $1.2M Reduce -1.0%
COP Conocophillips 0.73% 13,232 $1.2M Add +0.5%
APH Amphenol Corp. Class A 0.70% 8,836 $1.2M Add +0.9%
HD Home Depot Inc. 0.70% 3,464 $1.2M Add +3.2%
AMD Advanced Micro Devices 0.68% 5,403 $1.2M Add +1.2%
RTX RTX Corp. 0.68% 6,301 $1.2M No change
XOM Exxon Mobil Corp. 0.65% 9,194 $1.1M Add +104.5%
PG The Procter & Gamble Co. 0.62% 7,385 $1.1M Reduce -17.9%
SSNC Ss&c Technologies Holdings 0.61% 11,927 $1.0M Add +0.7%
CRWD CrowdStrike Holdings Inc. Class A 0.61% 2,211 $1.0M Reduce -30.8%
CLS Celestica Inc. 0.59% 3,412 $1.0M Add +4.3%
EME Emcor Group Inc. 0.58% 1,614 $987K Add +0.9%
ELV Elevance Health Inc. 0.56% 2,745 $962K New
ORCL Oracle Corp. 0.55% 4,854 $946K Add +0.6%
COST Costco Wholesale Corp. 0.55% 1,088 $938K Reduce -1.7%
MPWR Monolithic Power Systems Inc. 0.50% 948 $859K Add +1.2%
VEA Vanguard Ftse Developed ETF 0.50% 13,732 $858K No change
WM Waste Management Inc. 0.49% 3,824 $840K Add +1.4%
MLM Martin Marietta Materials 0.48% 1,307 $814K Reduce -37.3%
GEV GE Vernova Inc. 0.48% 1,245 $814K Add +2.1%
PEP Pepsico Inc. 0.47% 5,577 $800K Reduce -6.7%
CEG Constellation Energy 0.45% 2,192 $774K Reduce -40.7%
ZS Zscaler Inc. 0.43% 3,243 $729K Add +1.1%
CVX Chevron Corp. 0.42% 4,721 $720K Reduce -36.5%
VST Vistra Corp. 0.42% 4,431 $715K Add +0.6%
UBS UBS Group AG-Reg 0.40% 14,790 $685K Reduce -0.1%
GLD SPDR Gold Shares 0.39% 1,685 $668K No change
IEFA iShares Core MSCI Eafe ETF 0.39% 7,347 $657K No change
ISRG Intuitive Surgical Inc. 0.37% 1,121 $635K New
CRH CRH PLC 0.36% 4,984 $622K Reduce -0.9%
VNQ Vanguard Real Estate ETF 0.36% 6,867 $608K No change
MEDP Medpace Holdings Inc. 0.35% 1,079 $606K New
WFC Wells Fargo & Co. 0.33% 6,029 $562K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.31% 9,763 $537K Reduce -24.7%
NFLX Netflix Inc. 0.31% 5,586 $524K Reduce -50.2%
SHEL Shell PLC-ADR 0.30% 6,951 $511K Add +0.3%
WMB Williams Cos Inc. 0.29% 8,359 $502K Add +0.5%
XLE SS Energy Select Sector 0.29% 11,222 $502K Reduce -37.0%
XLP SS Consumer Staples Sel Sect 0.28% 6,182 $480K Reduce -64.8%
CSCO Cisco Systems Inc. 0.27% 6,000 $462K No change
IWF iShares Russell 1000 Growth 0.25% 885 $419K No change
KO The Coca-Cola Co. 0.24% 5,897 $412K No change
MELI MercadoLibre Inc. 0.24% 200 $403K Reduce -2.9%
NEE Nextera Energy Inc. 0.23% 4,888 $392K No change
UBER Uber Technologies Inc. 0.23% 4,730 $386K Add +2.2%
GOOGL Alphabet Inc. Class A 0.22% 1,208 $378K No change
IUSV iShares Core S&P U.S. Value 0.22% 3,682 $378K No change
LIN Linde PLC 0.20% 815 $348K No change
AMGN Amgen Inc. 0.18% 922 $302K No change
MMM 3M Co. 0.17% 1,858 $297K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.17% 6,902 $295K Reduce -57.8%
IUSG iShares Core S&P U.S. Growth 0.16% 1,640 $275K Reduce -18.7%
KLAC KLA Corp. 0.16% 224 $272K No change
TSLA Tesla Inc. 0.16% 596 $268K No change
BA The Boeing Co. 0.14% 1,138 $247K Add +3.8%
PAYX Paychex Inc. 0.14% 2,116 $237K No change
NUE Nucor Corp. 0.13% 1,340 $219K New
GRMN Garmin Ltd. 0.13% 1,068 $217K Add +1.9%
BR Broadridge Financial Solutio 0.12% 928 $207K No change
NVS Novartis AG-Sponsored ADR 0.12% 1,498 $207K New
CAT Caterpillar Inc. 0.12% 357 $205K New
VOO Vanguard S&P 500 ETF 0.12% 321 $201K New
PSX Phillips 66 0.12% 1,550 $200K No change

Portfolio Sells Q3 2025 → Q4 2025

XLK SS Technology Select Sector Reduce -55.4% 3.15% −3.09
XLF SS Financial Select Sector Reduce -55.9% 1.02% −1.03
XLY SS Consumer Disc Select Sect Reduce -57.7% 0.80% −0.92
XLV SS Health Care Select Sector Reduce -60.7% 0.75% −0.80
XLI SS Industrial Select Sector Reduce -53.1% 0.73% −0.67
XLC SS Comm Select Sector SPDR Sold out 0.00% −0.63
XLP SS Consumer Staples Sel Sect Reduce -64.8% 0.28% −0.45
NFLX Netflix Inc. Reduce -50.2% 0.31% −0.41
NOW ServiceNow Inc. Sold out 0.00% −0.35
ROP Roper Technologies Inc. Sold out 0.00% −0.29
OXY Occidental Petroleum Corp. Sold out 0.00% −0.26
XLB SS Materials Select Sector Sold out 0.00% −0.26
CRWD CrowdStrike Holdings Inc. Class A Reduce -30.8% 0.61% −0.22
MLM Martin Marietta Materials Reduce -37.3% 0.48% −0.22
CNK Cinemark Holdings Inc. Sold out 0.00% −0.20
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -57.8% 0.17% −0.20
CEG Constellation Energy Reduce -40.7% 0.45% −0.19
CVX Chevron Corp. Reduce -36.5% 0.42% −0.19
XLRE SS Real Estate Select Sector Sold out 0.00% −0.18
SO The Southern Co. Sold out 0.00% −0.17
AON Aon PLC Class A Sold out 0.00% −0.17
ICLR Icon PLC Sold out 0.00% −0.14
ITW Illinois Tool Works Sold out 0.00% −0.14
XLE SS Energy Select Sector Reduce -37.0% 0.29% −0.13
IJR iShares Core S&P Small-Cap E Reduce -13.7% 3.36% −0.12
D Dominion Energy Inc. Sold out 0.00% −0.11
PG The Procter & Gamble Co. Reduce -17.9% 0.62% −0.11
MO Altria Group Inc. Sold out 0.00% −0.11
ADP Automatic Data Processing Reduce -1.5% 1.01% −0.05
BAC Bank of America Corp. Reduce -24.7% 0.31% −0.04
MELI MercadoLibre Inc. Reduce -2.9% 0.24% −0.02
IUSG iShares Core S&P U.S. Growth Reduce -18.7% 0.16% −0.01
COST Costco Wholesale Corp. Reduce -1.7% 0.55% +0.01
IJH iShares Core S&P Midcap ETF Reduce -10.2% 4.07% +0.02
PEP Pepsico Inc. Reduce -6.7% 0.47% +0.02
CRH CRH PLC Reduce -0.9% 0.36% +0.05
UBS UBS Group AG-Reg Reduce -0.1% 0.40% +0.08
V Visa Inc. Class A Reduce -3.7% 1.04% +0.09
JNJ Johnson & Johnson Reduce -1.0% 0.73% +0.13
MSFT Microsoft Corp. Reduce -0.4% 4.99% +0.15
AMZN Amazon.com Inc. Reduce -2.5% 2.90% +0.35
WMT Walmart Inc. Reduce -4.5% 3.27% +0.41
AAPL Apple Inc. Reduce -0.8% 6.09% +0.89
GOOG Alphabet Inc. Class C Reduce -1.8% 5.36% +1.54
IVV iShares Core S&P 500 ETF Reduce -2.7% 17.04% +1.58

Portfolio Buys Q3 2025 → Q4 2025

LLY Eli Lilly & Co. Add +40.9% 1.35% +0.74
NVDA Nvidia Corp. Add +0.4% 5.65% +0.57
ELV Elevance Health Inc. New 0.56% +0.56
BRK.B Berkshire Hathaway Inc. Class B Add +12.0% 1.97% +0.38
XOM Exxon Mobil Corp. Add +104.5% 0.65% +0.38
ISRG Intuitive Surgical Inc. New 0.37% +0.37
AVGO Broadcom Inc. Add +0.2% 2.44% +0.36
MEDP Medpace Holdings Inc. New 0.35% +0.35
JPM JPMorgan Chase & Co. Add +2.4% 2.49% +0.34
KR Kroger Co. Add +13.6% 1.84% +0.26
AMD Advanced Micro Devices Add +1.2% 0.68% +0.22
CLS Celestica Inc. Add +4.3% 0.59% +0.16
TSM Taiwan Semiconductor-SP ADR Add +0.3% 0.83% +0.14
IBM Intl Business Machines Corp. Add +0.5% 0.92% +0.13
NUE Nucor Corp. New 0.13% +0.13
APH Amphenol Corp. Class A Add +0.9% 0.70% +0.13
NVS Novartis AG-Sponsored ADR New 0.12% +0.12
CAT Caterpillar Inc. New 0.12% +0.12
VOO Vanguard S&P 500 ETF New 0.12% +0.12
MA Mastercard Inc. Class A Add +0.5% 0.95% +0.10
META Meta Platforms Inc. Class A Add +4.8% 2.07% +0.09
GEV GE Vernova Inc. Add +2.1% 0.48% +0.08
COP Conocophillips Add +0.5% 0.73% +0.07
SSNC Ss&c Technologies Holdings Add +0.7% 0.61% +0.05
WM Waste Management Inc. Add +1.4% 0.49% +0.05
MPWR Monolithic Power Systems Inc. Add +1.2% 0.50% +0.05
SHEL Shell PLC-ADR Add +0.3% 0.30% +0.04
EME Emcor Group Inc. Add +0.9% 0.58% +0.03
BA The Boeing Co. Add +3.8% 0.14% +0.02
WMB Williams Cos Inc. Add +0.5% 0.29% +0.02
GRMN Garmin Ltd. Add +1.9% 0.13% −0.01
UBER Uber Technologies Inc. Add +2.2% 0.23% −0.01
HD Home Depot Inc. Add +3.2% 0.70% −0.02
ORLY O'reilly Automotive Inc. Add +2.0% 0.77% −0.04
VST Vistra Corp. Add +0.6% 0.42% −0.04
ZS Zscaler Inc. Add +1.1% 0.43% −0.08
ORCL Oracle Corp. Add +0.6% 0.55% −0.16

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