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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
IBDR icon
276
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
$7.26K ﹤0.01%
300
– –
IWB icon
277
iShares Russell 1000 ETF
IWB
$50.3B
$7.05K ﹤0.01%
23
– –
DTEC icon
278
ALPS Disruptive Technologies ETF
DTEC
$76.2M
$6.74K ﹤0.01%
155
– –
WBA
279
DELISTED
Walgreens Boots Alliance
WBA
$6.7K ﹤0.01%
600
– –
SWBI icon
280
Smith & Wesson
SWBI
$643M
$6.52K ﹤0.01%
700
– –
VNT icon
281
Vontier
VNT
$4.62B
$6.44K ﹤0.01%
196
– –
SYY icon
282
Sysco
SYY
$40.1B
$6.38K ﹤0.01%
85
-85
-50% -$6.23K
NEM icon
283
Newmont
NEM
$126B
$6.28K ﹤0.01%
130
– –
TRIN icon
284
Trinity Capital Inc.
TRIN
$1.73B
$6.06K ﹤0.01%
400
– –
IWR icon
285
iShares Russell Mid-Cap ETF
IWR
$57.8B
$6.04K ﹤0.01%
71
– –
IEMG icon
286
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$5.94K ﹤0.01%
110
– –
BTG icon
287
B2Gold
BTG
$6.8B
$5.68K ﹤0.01%
2,000
– –
VOE icon
288
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
$5.62K ﹤0.01%
35
– –
GUT
289
Gabelli Utility Trust
GUT
$573M
$5.34K ﹤0.01%
1,000
– –
BABA icon
290
Alibaba
BABA
$300B
$5.29K ﹤0.01%
40
– –
KNTK icon
291
Kinetik
KNTK
$4.13B
$5.19K ﹤0.01%
100
– –
HAL icon
292
Halliburton
HAL
$28B
$5.07K ﹤0.01%
200
-672
-77% -$17.7K
AEE icon
293
Ameren
AEE
$29.8B
$5.02K ﹤0.01%
50
– –
TSLA icon
294
Tesla
TSLA
$1.32T
$4.92K ﹤0.01%
19
+9
+90% +$3K
IBDS icon
295
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$4.84K ﹤0.01%
200
– –
HL icon
296
Hecla Mining
HL
$12.3B
$4.73K ﹤0.01%
850
+200
+31% +$1.11K
PFG icon
297
Principal Financial Group
PFG
$24.2B
$4.22K ﹤0.01%
50
– –
GE icon
298
GE Aerospace
GE
$383B
$4K ﹤0.01%
20
– –
NOVA
299
DELISTED
Sunnova Energy
NOVA
$3.7K ﹤0.01%
10,000
– –
AIQ icon
300
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$3.64K ﹤0.01%
+100
New +$3.94K
10 11
12
13 14

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SPCM
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OPAM
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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.