$158 Million is the total value of First National Bank of Hutchinson's 88 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $599,000 | +6.4% | 3,921 | 0.0% | 0.38% | +14.5% | |
| VNQ | VANGUARD REIT ETFequity etf | $506,000 | +1.4% | 6,040 | 0.0% | 0.32% | +8.8% | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $462,000 | +3.8% | 2,673 | 0.0% | 0.29% | +11.4% | |
| WFC | WELLS FARGO & CO NEW | $328,000 | -1.5% | 5,972 | 0.0% | 0.21% | +5.6% | |
| MCD | MCDONALDS CORP | $320,000 | +22.6% | 2,013 | 0.0% | 0.20% | +31.8% | |
| PEP | PEPSICO INC | $275,000 | +4.2% | 2,360 | 0.0% | 0.18% | +12.2% | |
| PX | PRAXAIR INC | $272,000 | +14.8% | 2,000 | 0.0% | 0.17% | +23.6% | |
| EV | EATON VANCE CORP | $244,000 | +10.9% | 4,900 | 0.0% | 0.16% | +19.2% | |
| FIBK | FIRST INST BANCSYSTEM INC COM CL A | $237,000 | -6.0% | 6,349 | 0.0% | 0.15% | +0.7% | |
| BAC | BANK OF AMERICA CORP | $236,000 | +3.5% | 9,659 | 0.0% | 0.15% | +11.1% | |
| ABBV | ABBVIE INC COMMON | $234,000 | +10.9% | 3,230 | 0.0% | 0.15% | +19.2% | |
| GLD | SPDR GOLD TR GOLD SHSequity etf | $232,000 | 0.0% | 1,955 | 0.0% | 0.15% | +7.3% | |
| JNJ | JOHNSON & JOHNSON | $228,000 | +6.0% | 1,729 | 0.0% | 0.14% | +14.2% | |
| VZ | VERIZON COMMUNICATIONS INC | $216,000 | -9.6% | 4,908 | 0.0% | 0.14% | -2.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 42 | Q3 2023 | 41.4% |
| ISHARES CORE S&P SMALL-CAP ETF | 42 | Q3 2023 | 13.2% |
| ISHARES CORE S&P MID-CAP ETF | 42 | Q3 2023 | 12.0% |
| KROGER (THE) CO | 42 | Q3 2023 | 9.5% |
| TECHNOLOGY SELECT SECTOR SPDR | 42 | Q3 2023 | 5.4% |
| HEALTH CARE SELECT SECTOR SPDR | 42 | Q3 2023 | 2.5% |
| FINANCIAL SELECT SECTOR SPDR | 42 | Q3 2023 | 2.0% |
| CONSUMER DISCRETIONARY SELECT SECT SPDR | 42 | Q3 2023 | 1.7% |
| INDUSTRIAL SELECT SECTOR SPDR | 42 | Q3 2023 | 1.4% |
| CONSUMER STAPLES SELECT SECTOR SPDR | 42 | Q3 2023 | 1.2% |
View First National Bank of Hutchinson's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-04-25 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-09 |
View First National Bank of Hutchinson's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.