Fund Universe

← Fund Universe

☆First National Bank of Hutchinson

CIK 0001313871 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.374
AUM ($M)
182
Positions
90
Turnover
0.10
Top-10 wt
56%
Herfindahl
0.052
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 98 positions · portfolio value $182M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › iShares Core S&P 500 ETF ADD — 17.4% +0.7% 31.7 42,374 +2,220 5 —
☆AAPL funds › Apple Inc TRIM — 5.8% -0.2% 10.6 36,582 -801 5 —
☆NVDA funds › Nvidia Corp ADD — 5.6% -0.0% 10.3 51,277 +620 5 —
☆GOOG funds › Alphabet Inc C ADD — 5.6% +0.3% 10.2 28,865 +178 5 —
☆IJH funds › iShares Core S&P Mid-Cap ETF TRIM — 4.3% -0.1% 7.8 101,634 -500 5 —
☆XLK funds › SPDR Technology Select Sector E ADD — 4.1% +0.9% 7.4 38,758 +1,446 5 —
☆IJR funds › iShares Core S&P Small-Cap ETF TRIM — 3.7% +0.1% 6.8 46,038 -96 5 —
☆MSFT funds › Microsoft Corp ADD — 3.3% -0.4% 6.1 16,291 +608 5 —
☆WMT funds › Walmart Inc ADD — 3.2% -0.8% 5.8 51,137 +662 5 —
☆JPM funds › JPMorgan Chase & Co ADD — 2.8% +0.3% 5.1 15,641 +2,206 5 —
☆AVGO funds › Broadcom Inc ADD — 2.5% +0.1% 4.5 12,023 +102 5 —
☆AMZN funds › Amazon.com Inc TRIM — 2.5% -0.2% 4.5 19,047 -968 5 —
☆MU funds › Micron Technology Inc ADD — 1.9% +1.2% 3.4 2,957 +23 2 —
☆AMD funds › Advanced Micro Devices Inc ADD — 1.8% +1.1% 3.3 5,639 +22 5 —
☆BRKB funds › Berkshire Hathaway Inc TRIM — 1.7% -0.4% 3.0 6,043 -733 5 —
☆JNJ funds › Johnson & Johnson ADD — 1.7% -0.0% 3.0 11,866 +1,217 5 —
☆LLY funds › Lilly (Eli) & Co ADD — 1.5% +0.2% 2.7 2,282 +143 5 —
☆TSM funds › Taiwan Semiconductor Manufactur TRIM — 1.3% +0.2% 2.3 4,919 -94 5 —
☆CAT funds › Caterpillar Inc ADD — 1.2% +0.3% 2.1 2,007 +47 3 —
☆CUSIP:30231G102 funds › Exxon Mobil Corp ADD — 1.1% -0.5% 2.0 14,885 +132 5 —
☆META funds › Meta Platforms Inc TRIM — 1.1% -0.8% 2.0 3,498 -1,707 5 —
☆KR funds › The Kroger Co TRIM — 1.0% -0.6% 1.8 32,901 -1,723 5 —
☆AMAT funds › Applied Materials Inc ADD — 0.9% +0.4% 1.7 2,296 +69 2 —
☆GEV funds › GE Vernova Inc ADD — 0.9% +0.1% 1.6 1,343 +47 4 —
☆ADP funds › Automatic Data Processing Inc ADD — 0.8% -0.0% 1.5 6,795 +100 5 —
☆TJX funds › Tjx Companies Inc NEW — 0.7% +0.7% 1.3 8,545 +8,545 1 —
☆EME funds › EMCOR Group Inc ADD — 0.7% -0.0% 1.3 1,557 +3 5 —
☆PG funds › Procter & Gamble Co ADD — 0.7% +0.0% 1.2 8,220 +1,385 5 —
☆VEA funds › Vanguard FTSE Developed Markets ADD — 0.7% +0.1% 1.2 16,816 +3,084 4 —
☆RTX funds › RTX Corporation Com HOLD — 0.7% -0.1% 1.2 6,301 +0 5 —
☆APH funds › Amphenol Corp TRIM — 0.6% -0.1% 1.2 6,703 -2,577 5 —
☆V funds › Visa Inc Cl A TRIM — 0.6% -0.3% 1.1 3,264 -1,673 5 —
☆XLF funds › SPDR Financial Select Sector ET ADD — 0.6% -0.0% 1.1 20,145 +641 5 —
☆COP funds › ConocoPhillips TRIM — 0.6% -0.5% 1.1 10,304 -3,109 5 —
☆COST funds › Costco Wholesale Corp ADD — 0.6% -0.1% 1.0 1,114 +16 5 —
☆CLS funds › Celestica Inc ADD — 0.6% +0.1% 1.0 2,765 +9 5 —
☆MPWR funds › Monolithic Power Systms Inc TRIM — 0.5% -0.2% 1.0 695 -292 4 —
☆ASML funds › ASML Holding N V TRIM — 0.5% +0.1% 0.9 476 -18 2 —
☆GE funds › GE Aerospace ADD — 0.5% +0.1% 0.9 2,517 +52 2 —
☆XLI funds › SPDR Industrial Select Sector E ADD — 0.5% +0.0% 0.9 4,828 +148 5 —
☆AXP funds › American Express Co NEW — 0.5% +0.5% 0.9 2,611 +2,611 1 —
☆EVR funds › Evercore Inc NEW — 0.5% +0.5% 0.9 2,582 +2,582 1 —
☆CRWD funds › CrowdStrike Holdings Inc TRIM — 0.5% +0.2% 0.9 1,135 -10 5 —
☆XLY funds › SPDR Consumer Discretionary Sel ADD — 0.5% -0.0% 0.8 7,102 +222 5 —
☆ORLY funds › OReilly Automotive Inc TRIM — 0.5% -0.1% 0.8 8,983 -27 5 —
☆CVX funds › Chevron Corp HOLD — 0.4% -0.2% 0.8 4,721 +0 5 —
☆XLV funds › SPDR Health Care Select Sector ADD — 0.4% -0.0% 0.8 4,912 +177 5 —
☆MA funds › Mastercard Inc TRIM — 0.4% -0.1% 0.8 1,514 -46 5 —
☆MLM funds › Martin Marietta Materials Inc TRIM — 0.4% -0.1% 0.8 1,329 -14 5 —
☆BHP funds › BHP Group Ltd ADD — 0.4% +0.1% 0.8 9,188 +2,355 2 —
☆CSCO funds › Cisco Systems Inc HOLD — 0.4% +0.1% 0.7 6,000 +0 4 —
☆KLAC funds › KLA Corp ADD — 0.4% +0.2% 0.7 2,240 +2,016 5 —
☆TGT funds › Target Corp ADD — 0.4% -0.0% 0.7 5,064 +327 2 —
☆VNQ funds › Vanguard Real Estate ETF TRIM — 0.4% -0.0% 0.7 6,840 -27 5 —
☆PEP funds › PepsiCo Inc TRIM — 0.4% -0.2% 0.7 4,865 -712 5 —
☆ORCL funds › Oracle Corp TRIM — 0.3% -0.1% 0.6 4,261 -198 4 —
☆GLD funds › SPDR Gold Shares ETF HOLD — 0.3% -0.1% 0.6 1,685 +0 5 —
☆UBS funds › UBS Group AG ADD — 0.3% +0.0% 0.6 12,117 +227 5 —
☆AAON funds › AAON Inc NEW Common Stock 0.3% +0.3% 0.6 4,622 +4,622 1 —
☆MUFG funds › Mitsubishi UFJ Financial Group TRIM — 0.3% -0.0% 0.6 28,583 -1,720 2 —
☆CRH funds › CRH Public Limited TRIM — 0.3% -0.0% 0.6 5,186 -7 5 —
☆BAC funds › Bank of America Corp HOLD — 0.3% +0.0% 0.5 9,648 +0 5 —
☆KO funds › Coca-Cola Co ADD — 0.3% +0.0% 0.5 6,673 +776 4 —
☆XLE funds › SPDR Energy Select Sector ETF ADD — 0.3% -0.1% 0.5 9,954 +170 5 —
☆WFC funds › Wells Fargo & Co New HOLD — 0.3% -0.0% 0.5 6,029 +0 5 —
☆TSLA funds › Tesla Inc TRIM — 0.3% -0.0% 0.5 1,152 -50 4 —
☆SHEL funds › Shell PLC TRIM — 0.2% -0.2% 0.5 5,808 -1,690 5 —
☆IWF funds › iShares Russell 1000 Growth ETF ADD — 0.2% +0.0% 0.4 3,540 +2,655 5 —
☆GOOGL funds › Alphabet Inc A TRIM — 0.2% -0.0% 0.4 1,112 -96 5 —
☆XLP funds › SPDR Consumer Staples Select Se ADD — 0.2% -0.0% 0.3 4,110 +173 5 —
☆AMGN funds › Amgen Inc HOLD — 0.2% -0.0% 0.3 922 +0 4 —
☆IUSG funds › iShares Core S&P US Growth ETF HOLD — 0.2% +0.0% 0.3 1,640 +0 5 —
☆NUE funds › Nucor Corp HOLD — 0.2% +0.0% 0.3 1,340 +0 3 —
☆JEF funds › Jefferies Financial Group Inc HOLD — 0.2% +0.0% 0.3 5,911 +0 2 —
☆VTV funds › Vanguard Morningstar Value ETF NEW — 0.2% +0.2% 0.3 1,297 +1,297 1 —
☆IBM funds › International Business Machines TRIM — 0.1% -0.4% 0.3 942 -2,317 4 —
☆GRMN funds › Garmin Ltd HOLD — 0.1% -0.0% 0.3 1,079 +0 5 —
☆IEFA funds › iShares Core MSCI EAFE ETF TRIM — 0.1% -0.0% 0.3 2,649 -625 5 —
☆SCHA funds › Schwab Strategic Tr NEW — 0.1% +0.1% 0.2 6,843 +6,843 1 —
☆VOO funds › Vanguard S&P 500 ETF NEW — 0.1% +0.1% 0.2 342 +342 1 —
☆MMM funds › 3M Co TRIM — 0.1% -0.0% 0.2 1,395 -137 4 —
☆XLU funds › SPDR Utilities Select Sector ET ADD — 0.1% -0.0% 0.2 4,977 +125 5 —
☆SNEX funds › Stonex Group Inc NEW — 0.1% +0.1% 0.2 1,903 +1,903 1 —
☆LRCX funds › Lam Research Corp NEW — 0.1% +0.1% 0.2 520 +520 1 —
☆IJK funds › iShares S&P Mid-Cap 400 Growth NEW — 0.1% +0.1% 0.2 1,900 +1,900 1 —
☆BNY funds › Bank of New York Mellon Corp NEW — 0.1% +0.1% 0.2 1,500 +1,500 1 —
☆EMR funds › Emerson Electric Co NEW — 0.1% +0.1% 0.2 1,456 +1,456 1 —
☆PWR funds › Quanta Services Inc NEW — 0.1% +0.1% 0.2 288 +288 1 —
☆NEE funds › NextEra Energy Inc TRIM — 0.1% -0.1% 0.2 2,297 -859 5 —
☆IYJ funds › iShares US Industrials ETF NEW — 0.1% +0.1% 0.2 1,208 +1,208 1 —
☆NVS funds › Novartis Ag Sponsored Adr EXIT — 0.0% -0.1% 0.0 0 -1,498 0 —
☆HD funds › The Home Depot Inc EXIT — 0.0% -0.8% 0.0 0 -3,595 0 —
☆VST funds › Vistra Corp EXIT — 0.0% -0.4% 0.0 0 -4,521 0 —
☆VZ funds › Verizon Communications Inc EXIT — 0.0% -0.1% 0.0 0 -4,199 0 —
☆IUSV funds › iShares Core S&P US Value ETF EXIT — 0.0% -0.2% 0.0 0 -3,026 0 —
☆ISRG funds › Intuitive Surgical Inc EXIT — 0.0% -0.3% 0.0 0 -1,072 0 —
☆NOW funds › Servicenow Inc EXIT — 0.0% -0.3% 0.0 0 -4,730 0 —
☆WM funds › Waste Management Inc Del EXIT — 0.0% -0.6% 0.0 0 -4,065 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 182 90 0.10 56% 0.052 0.373 — in
2026Q1 157 84 0.11 55% 0.050 0.349 — in
2025Q4 171 89 0.12 56% 0.051 0.292 — in
2025Q3 189 95 0.12 54% 0.046 0.294 — in
2025Q2 161 85 0.09 54% 0.053 0.372 — entered
2025Q1 151 88 0.00 53% 0.052 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status