$146 Million is the total value of First National Bank of Hutchinson's 81 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TR UNIT SER 1equity etf | $417,000 | – | 2,704 | +100.0% | 0.29% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $373,000 | – | 1,497 | +100.0% | 0.26% | – |
| MRK | New | MERCK & CO INC NEW | $366,000 | – | 4,796 | +100.0% | 0.25% | – |
| LLY | New | LILLY (ELI) & CO | $314,000 | – | 2,717 | +100.0% | 0.22% | – |
| LIN | New | LINDE PLC COMforeign stock | $312,000 | – | 2,000 | +100.0% | 0.21% | – |
| PGR | New | PROGRESSIVE CORP OHIO COM | $278,000 | – | 4,613 | +100.0% | 0.19% | – |
| PEP | New | PEPSICO INC | $272,000 | – | 2,460 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-30
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.