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PBK

Peoples Bank (Kansas) Portfolio holdings

AUM $103M
1-Year Est. Return 21.04%
This Fund
S&P 500
This Quarter Est. Return
+2.56%
1 Year Est. Return
+21.04%
3 Year Est. Return
+63.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$2.89M
Cap. Flow
+$1.13M
Cap. Flow %
0.77%
Top 10 Hldgs %
32.13%
Holding
335
New
18
Increased
40
Reduced
76
Closed
3

Top Buys

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.21M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$781K
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$425K
4
NVDA icon
NVIDIA
NVDA
+$416K
5
GLD icon
SPDR Gold Trust
GLD
+$348K

Top Sells

Rank Stock Value
1
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$850K
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$463K
3
CAT icon
Caterpillar
CAT
+$394K
4
DE icon
Deere & Co
DE
+$393K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$359K

Sector Composition

Rank Sector Weight
1 Financials 16.05%
2 Technology 13.12%
3 Healthcare 10%
4 Energy 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTRS icon
251
Viatris
VTRS
$18.7B
$10.1K 0.01%
1,156
– –
SCHI icon
252
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
$9.88K 0.01%
440
– –
LQDI icon
253
iShares Inflation Hedged Corporate Bond ETF
LQDI
$69.4M
$9.82K 0.01%
375
– –
BUZZ icon
254
VanEck Social Sentiment ETF
BUZZ
$98.9M
$9.71K 0.01%
435
– –
GDX icon
255
VanEck Gold Miners ETF
GDX
$27.5B
$9.65K 0.01%
210
– –
AGNC icon
256
AGNC Investment
AGNC
$12.9B
$9.58K 0.01%
1,000
– –
CGW icon
257
Invesco S&P Global Water Index ETF
CGW
$1.07B
$9.46K 0.01%
170
– –
IBIT icon
258
iShares Bitcoin Trust
IBIT
$47.2B
$9.36K 0.01%
200
– –
FBTC icon
259
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$9.36K 0.01%
130
– –
ENR icon
260
Energizer
ENR
$1.53B
$8.97K 0.01%
300
– –
STT icon
261
State Street
STT
$51.4B
$8.95K 0.01%
100
– –
ITB icon
262
iShares US Home Construction ETF
ITB
$2.4B
$8.95K 0.01%
94
– –
ON icon
263
ON Semiconductor
ON
$31.6B
$8.46K 0.01%
+208
New +$10.5K
ETHA
264
iShares Ethereum Trust ETF
ETHA
$5.54B
$8.36K 0.01%
605
– –
VUG icon
265
Vanguard Morningstar Growth ETF
VUG
$228B
$8.16K 0.01%
132
– –
ESG icon
266
FlexShares STOXX US ESG Select Index Fund
ESG
$136M
$8.06K 0.01%
60
– –
HDV
267
iShares Core High Dividend ETF
HDV
$15B
$7.99K 0.01%
330
– –
RSPU icon
268
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$531M
$7.66K 0.01%
110
– –
WELL icon
269
Welltower
WELL
$163B
$7.66K 0.01%
50
– –
XMMO icon
270
Invesco S&P MidCap Momentum ETF
XMMO
$7.56B
$7.62K 0.01%
67
– –
VERS icon
271
ProShares Metaverse ETF
VERS
$8.07M
$7.58K 0.01%
165
– –
NWL icon
272
Newell Brands
NWL
$2.62B
$7.48K 0.01%
1,207
– –
GRID
273
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
$7.35K 0.01%
65
– –
ADAM
274
Adamas Trust
ADAM
$919M
$7.3K 0.01%
1,125
– –
LRCX icon
275
Lam Research
LRCX
$390B
$7.27K ﹤0.01%
100
– –
9 10
11
12 13

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Peoples Bank (Kansas)'s Q1 2025 Portfolio in Review

As of Q1 2025, Peoples Bank (Kansas) held 335 positions worth $147M, up 2% from $145M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Peoples Bank (Kansas)'s Q1 2025 filing shows 18 new, 40 increased, 76 reduced and 3 closed positions. Its largest new stake was Eli Lilly: 247 shares worth $204K. The largest sale was Global X US Infrastructure Development ETF, an estimated $850K.

By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Peoples Bank (Kansas)'s largest Q1 2025 buy was Eli Lilly: 247 shares worth $204K.
  • Peoples Bank (Kansas) added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025, an estimated $1.21M increase.
  • Peoples Bank (Kansas)'s biggest Q1 2025 reduction was Global X US Infrastructure Development ETF, cutting an estimated $850K.
  • Peoples Bank (Kansas) fully exited ProShares Ultra 20+ Year Treasury in Q1 2025, selling an estimated $51K.
  • Peoples Bank (Kansas)'s ten largest holdings make up 32% of its $147M portfolio in Q1 2025.
  • Peoples Bank (Kansas) opened 18 new positions and closed 3 in Q1 2025.
  • Peoples Bank (Kansas)'s portfolio value rose 2% quarter-over-quarter to $147M.

Based on Peoples Bank (Kansas)'s 13F filing for Q1 2025, filed 8 Apr 2025.