$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | $907,000 | +3.1% | 3,568 | 0.0% | 0.62% | +24.4% | |
| VNQ | VANGUARD REAL ESTATE ETFequity etf | $510,000 | -7.6% | 6,840 | 0.0% | 0.35% | +11.5% | |
| MCD | MCDONALDS CORP | $430,000 | +6.2% | 2,421 | 0.0% | 0.30% | +28.3% | |
| BA | BOEING CO | $383,000 | -13.3% | 1,189 | 0.0% | 0.26% | +4.8% | |
| BAC | BANK OF AMERICA CORP | $344,000 | -16.3% | 13,968 | 0.0% | 0.24% | +0.9% | |
| AXP | AMERICAN EXPRESS CO | $298,000 | -10.5% | 3,126 | 0.0% | 0.20% | +8.5% | |
| TXN | TEXAS INSTRUMENTS | $239,000 | -11.8% | 2,526 | 0.0% | 0.16% | +6.5% | |
| YUM | YUM BRANDS INC | $209,000 | +1.0% | 2,277 | 0.0% | 0.14% | +21.2% |
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.