Arkolith/Funds/First National Bank of Hutchinson

First National Bank of Hutchinson

CIK 1313871Bank / broker
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

First National Bank of Hutchinson holds a focused book of 90 reported positions worth $182.1M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened TJX Companies Inc and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.

First National Bank of Hutchinson files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.3%
+16.1%/yr · since Oct '24
Their reported book
+29.7%
held from quarter-end
S&P 500
+33.7%
same window
$8K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
First National Bank of Hutchinson (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning First National Bank of Hutchinson's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
56%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

66% mapped to company sectors

Information Technology
35%
ETFs / funds
34%
Financials
8%
Consumer Discretionary
8%
Industrials
5%
Health Care
3%
Energy
2%
Materials
2%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as First National Bank of Hutchinson

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
BlueSpruce Investments, LP12 / 80$643.3M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Swiss Re Ltd44 / 80$1.1B
Prospect Hill Management, LLC10 / 80$244.4M
New World Advisors LLC44 / 80$542.9M
Uhlmann Price Securities, LLC43 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with First National Bank of Hutchinson: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

90 positions
#SecurityValueShares% PortLast moveHistory
1iShares Core S&P 500 ETF
Equities
$31.7M42.4K
17.4%
+5.5%
Added · +2K sh
2Apple Inc
Equities
$10.6M36.6K
5.8%
−2.1%
Reduced · −801 sh
3Nvidia Corp
Equities
$10.3M51.3K
5.6%
+1.2%
Added · +620 sh
4Alphabet Inc C
Equities
$10.2M28.9K
5.6%
+0.6%
Added · +178 sh
5iShares Core S&P Mid-Cap ETF
Equities
$7.8M101.6K
4.3%
−0.5%
Reduced · −500 sh
6SPDR Technology Select Sector E
Equities
$7.4M38.8K
4.1%
+3.9%
Added · +1K sh
7iShares Core S&P Small-Cap ETF
Equities
$6.8M46.0K
3.7%
−0.2%
Reduced · −96 sh
8Microsoft Corp
Equities
$6.1M16.3K
3.3%
+3.9%
Added · +608 sh
9Walmart Inc
Equities
$5.8M51.1K
3.2%
+1.3%
Added · +662 sh
10JPMorgan Chase & Co
Equities
$5.1M15.6K
2.8%
+16%
Added · +2K sh
11Broadcom Inc
Equities
$4.5M12.0K
2.5%
+0.8%
Added · +102 sh
12Amazon.com Inc
Equities
$4.5M19.0K
2.5%
−4.8%
Reduced · −968 sh
13Micron Technology Inc
Equities
$3.4M3.0K
1.9%
+0.8%
Added · +23 sh
14Advanced Micro Devices Inc
Equities
$3.3M5.6K
1.8%
+0.4%
Added · +22 sh
15Berkshire Hathaway Inc
Equities
$3.0M6.0K
1.7%
−11%
Reduced · −733 sh
16Johnson & Johnson
Equities
$3.0M11.9K
1.7%
+11%
Added · +1K sh
17Lilly (Eli) & Co
Equities
$2.7M2.3K
1.5%
+6.7%
Added · +143 sh
18Taiwan Semiconductor Manufactur
Equities
$2.3M4.9K
1.3%
−1.9%
Reduced · −94 sh
19Caterpillar Inc
Equities
$2.1M2.0K
1.2%
+2.4%
Added · +47 sh
20Exxon Mobil Corp
Equities
$2.0M14.9K
1.1%
+0.9%
Added · +132 sh
21Meta Platforms Inc
Equities
$2.0M3.5K
1.1%
−33%
Reduced · −2K sh
22The Kroger Co
Equities
$1.8M32.9K
1.0%
−5.0%
Reduced · −2K sh
23Applied Materials Inc
Equities
$1.7M2.3K
0.9%
+3.1%
Added · +69 sh
24GE Vernova Inc
Equities
$1.6M1.3K
0.9%
+3.6%
Added · +47 sh
25Automatic Data Processing Inc
Equities
$1.5M6.8K
0.8%
+1.5%
Added · +100 sh
26Tjx Companies Inc
Equities
$1.3M8.5K
0.7%
New
New position
27EMCOR Group Inc
Equities
$1.3M1.6K
0.7%
+0.2%
Added · +3 sh
28Procter & Gamble Co
Equities
$1.2M8.2K
0.7%
+20%
Added · +1K sh
29Vanguard FTSE Developed Markets
Equities
$1.2M16.8K
0.7%
+22%
Added · +3K sh
30RTX Corporation Com
Equities
$1.2M6.3K
0.7%
Held
31Amphenol Corp
Equities
$1.2M6.7K
0.6%
−28%
Reduced · −3K sh
32Visa Inc Cl A
Equities
$1.1M3.3K
0.6%
−34%
Reduced · −2K sh
33SPDR Financial Select Sector ET
Equities
$1.1M20.1K
0.6%
+3.3%
Added · +641 sh
34ConocoPhillips
Equities
$1.1M10.3K
0.6%
−23%
Reduced · −3K sh
35Costco Wholesale Corp
Equities
$1.0M1.1K
0.6%
+1.4%
Added · +16 sh
36Celestica Inc
Equities
$1.0M2.8K
0.6%
+0.3%
Added · +9 sh
37Monolithic Power Systms Inc
Equities
$961K695
0.5%
−30%
Reduced · −292 sh
38ASML Holding N V
Equities
$947K476
0.5%
−3.6%
Reduced · −18 sh
39GE Aerospace
Equities
$941K2.5K
0.5%
+2.1%
Added · +52 sh
40SPDR Industrial Select Sector E
Equities
$894K4.8K
0.5%
+3.2%
Added · +148 sh
41American Express Co
Equities
$883K2.6K
0.5%
New
New position
42Evercore Inc
Equities
$882K2.6K
0.5%
New
New position
43CrowdStrike Holdings Inc
Equities
$866K1.1K
0.5%
−0.9%
Reduced · −10 sh
44SPDR Consumer Discretionary Sel
Equities
$833K7.1K
0.5%
+3.2%
Added · +222 sh
45OReilly Automotive Inc
Equities
$827K9.0K
0.5%
−0.3%
Reduced · −27 sh
46Chevron Corp
Equities
$783K4.7K
0.4%
Held
47SPDR Health Care Select Sector
Equities
$779K4.9K
0.4%
+3.7%
Added · +177 sh
48Mastercard Inc
Equities
$778K1.5K
0.4%
−2.9%
Reduced · −46 sh
49Martin Marietta Materials Inc
Equities
$766K1.3K
0.4%
−1.0%
Reduced · −14 sh
50BHP Group Ltd
Equities
$765K9.2K
0.4%
+34%
Added · +2K sh
Showing 50 of 90 positions
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Filing history

As-of date vs the date the SEC received each filing

$189.0M · Q3 2025Q3 2024 · $154.6MQ2 2026 · $182.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202634d157$182.1M13F-HR
Q1 2026Mar 31, 2026May 4, 202634d152$156.6M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d159$170.7M13F-HR
Q3 2025Sep 30, 2025Nov 5, 202536d172$189.0M13F-HR
Q2 2025Jun 30, 2025Jul 29, 202529d157$160.7M13F-HR
Q1 2025Mar 31, 2025May 6, 202536d166$151.5M13F-HR
Q4 2024Dec 31, 2024Feb 11, 202542d134$165.4M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202422d127$154.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.