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FIRST NATIONAL BANK OF HUTCHINSON

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HUTCHINSON KS Banks
13F Summary
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)

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

Portfolio Performance