First National Bank OF Hutchinson is based out of Hutchinson. Their last reported 13F filing for Q4 2023 included $139,031,229 in managed 13F securities
and a top 10 holdings concentration of 51.81%. First National Bank OF Hutchinson's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 56,409. Whalewisdom has at least 79 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
MEDP Medpace Holdings Inc | 0.57% |
TREX Trex Company | 0.46% |
MSFT Microsoft Corp. | 0.45% |
MAA Mid-America Apartmen | 0.43% |
ZTS Zoetis, Inc. | 0.39% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
STIP iShares 0-5 Year TIP | 1.21% |
BLK BlackRock Inc. Class | 0.52% |
MTD Mettler-Toledo Inter | 0.48% |
SMG Scotts Miracle-Gro C | 0.45% |
PNFP Pinnacle Financial P | 0.41% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IVV iShares Core S&P 500 | 19.38% |
XLK The Technology Selec | 5.84% |
IJH iShares Core S&P Mid | 5.39% |
IJR iShares Core S&P Sma | 4.78% |
AAPL Apple Inc | 4.25% |
2023-12-31
13F Activity
Market Value | $139m, Prior: $132m |
New Purchases | 5 stocks |
Added To | 18 stocks |
Sold out of | 10 stocks |
Reduced holdings in | 64 stocks |
Top 10 Holdings % | 51.81% |
Turnover %[1] | 15.96% |
Turnover Alt %[2] | 3.35% |
Time Held Top 20 | 8 quarters |
Time Held Top 10 | 8.8 quarters |
Time Held All | 8.55 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31