We are live on ! Find out more
PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $103M
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
+6.26%
1 Year Est. Return
+21.04%
3 Year Est. Return
+63.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$149M
AUM Growth
+$1.64M
Cap. Flow
-$4.35M
Cap. Flow %
-2.92%
Top 10 Hldgs %
33.24%
Holding
336
New
4
Increased
31
Reduced
47
Closed
216

Top Buys

Rank Stock Value
1
UL icon
Unilever
UL
+$836K
2
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$417K
3
BLK icon
Blackrock
BLK
+$322K
4
ADBE icon
Adobe
ADBE
+$282K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$211K

Top Sells

Rank Stock Value
1
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$730K
2
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$372K
3
MCK icon
McKesson
MCK
+$346K
4
LLY icon
Eli Lilly
LLY
+$204K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$198K

Sector Composition

Rank Sector Weight
1 Financials 16.09%
2 Technology 15.31%
3 Healthcare 8.76%
4 Consumer Staples 8.32%
5 Energy 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITW icon
226
Illinois Tool Works
ITW
$84.1B
– –
-310
Closed -$76.9K
IVE icon
227
iShares S&P 500 Value ETF
IVE
$50B
– –
-163
Closed -$31.1K
IVV icon
228
iShares Core S&P 500 ETF
IVV
$905B
– –
-121
Closed -$68K
IWB icon
229
iShares Russell 1000 ETF
IWB
$50.2B
– –
-23
Closed -$7.05K
IWO icon
230
iShares Russell 2000 Growth ETF
IWO
$15B
– –
-123
Closed -$31.4K
IWR icon
231
iShares Russell Mid-Cap ETF
IWR
$57.8B
– –
-71
Closed -$6.04K
K
232
DELISTED
Kellanova
K
– –
-200
Closed -$16.5K
KCE icon
233
State Street SPDR S&P Capital Markets ETF
KCE
$471M
– –
-95
Closed -$12K
KD icon
234
Kyndryl
KD
$3.05B
– –
-5
Closed -$156
KEY icon
235
KeyCorp
KEY
$24.3B
– –
-225
Closed -$3.6K
KHC icon
236
Kraft Heinz
KHC
$29.3B
– –
-2,624
Closed -$79.8K
KIE icon
237
State Street SPDR S&P Insurance ETF
KIE
$677M
– –
-305
Closed -$18.5K
KMX icon
238
CarMax
KMX
$8.3B
– –
-1,299
Closed -$101K
KNF icon
239
Knife River
KNF
$3.81B
– –
-28
Closed -$2.52K
KNTK icon
240
Kinetik
KNTK
$4.19B
– –
-100
Closed -$5.19K
LH icon
241
Labcorp
LH
$26.1B
– –
-113
Closed -$26.3K
LHX icon
242
L3Harris
LHX
$53.9B
– –
-105
Closed -$22K
LIN icon
243
Linde
LIN
$227B
– –
-30
Closed -$14K
LLY icon
244
Eli Lilly
LLY
$1.09T
– –
-247
Closed -$204K
LQD icon
245
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
– –
-865
Closed -$94K
LQDI icon
246
iShares Inflation Hedged Corporate Bond ETF
LQDI
$69.5M
– –
-375
Closed -$9.82K
LRCX icon
247
Lam Research
LRCX
$392B
– –
-100
Closed -$7.27K
LW icon
248
Lamb Weston
LW
$7.25B
– –
-234
Closed -$12.5K
MDU icon
249
MDU Resources
MDU
$4.28B
– –
-112
Closed -$1.89K
MET icon
250
MetLife
MET
$61.6B
– –
-831
Closed -$66.7K
8 9
10
11 12

Similar funds

EFT
Envision Financial Transparency Greensboro, North Carolina $103M AUM
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.36% 1-Year Est. Return
CC
Caspian Capital New York $103M AUM
SPCM
Stoic Point Capital Management Palo Alto, California $103M AUM
GWL
Generations Wealth LLC Mason, Ohio $103M AUM
ABLA
Alan B. Lancz & Associates Toledo, Ohio $103M AUM 31.99% 1-Year Est. Return
OPAM
Olympus Peak Asset Management Greenwich, Connecticut $103M AUM 58.06% 1-Year Est. Return
IMT
Investment Management Trust Fitchburg, Massachusetts $103M AUM

Peoples Bank (Kansas)'s Q2 2025 Portfolio in Review

As of Q2 2025, Peoples Bank (Kansas) held 336 positions worth $149M, up 1.1% from $147M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Peoples Bank (Kansas)'s Q2 2025 filing shows 4 new, 31 increased, 47 reduced and 216 closed positions. Its largest new stake was Unilever: 11,918 shares worth $820K. The largest sale was State Street Energy Select Sector SPDR ETF, an estimated $730K.

By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 16% a quarter earlier, followed by Technology and Healthcare.

  • Peoples Bank (Kansas)'s largest Q2 2025 buy was Unilever: 11,918 shares worth $820K.
  • Peoples Bank (Kansas) added most to Adobe in Q2 2025, an estimated $282K increase.
  • Peoples Bank (Kansas)'s biggest Q2 2025 reduction was State Street Energy Select Sector SPDR ETF, cutting an estimated $730K.
  • Peoples Bank (Kansas) fully exited Eli Lilly in Q2 2025, selling an estimated $204K.
  • Peoples Bank (Kansas)'s ten largest holdings make up 33% of its $149M portfolio in Q2 2025.
  • Peoples Bank (Kansas) opened 4 new positions and closed 216 in Q2 2025.
  • Peoples Bank (Kansas)'s portfolio value rose 1.1% quarter-over-quarter to $149M.

Based on Peoples Bank (Kansas)'s 13F filing for Q2 2025, filed 10 Jul 2025.