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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
+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
RCAT icon
276
Red Cat Holdings
RCAT
$1.61B
– –
-500
Closed -$2.94K
REMX icon
277
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.24B
– –
-1,800
Closed -$71.1K
RIVN icon
278
Rivian
RIVN
$23.6B
– –
-5,000
Closed -$62.3K
RSPU icon
279
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$530M
– –
-110
Closed -$7.66K
SCHI icon
280
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.4B
– –
-440
Closed -$9.88K
SHYF
281
DELISTED
The Shyft Group
SHYF
– –
-3,000
Closed -$24.3K
SIRI icon
282
SiriusXM
SIRI
$9.61B
– –
-10
Closed -$225
SLB icon
283
SLB Ltd
SLB
$79.2B
– –
-55
Closed -$2.3K
SLNH icon
284
Soluna Holdings
SLNH
$197M
– –
-1
Closed –
SLV icon
285
iShares Silver Trust
SLV
$31.6B
– –
-2,485
Closed -$77K
SMH icon
286
VanEck Semiconductor ETF
SMH
$70.4B
– –
-52
Closed -$11K
SNA icon
287
Snap-on
SNA
$21.4B
– –
-136
Closed -$45.8K
SQQQ icon
288
ProShares UltraPro Short QQQ
SQQQ
$1.77B
– –
-400
Closed -$76.7K
STR
289
DELISTED
Sitio Royalties
STR
– –
-100
Closed -$1.99K
STT icon
290
State Street
STT
$51.6B
– –
-100
Closed -$8.95K
SWK icon
291
Stanley Black & Decker
SWK
$15.8B
– –
-200
Closed -$15.4K
SWBI icon
292
Smith & Wesson
SWBI
$637M
– –
-700
Closed -$6.52K
SYY icon
293
Sysco
SYY
$40.3B
– –
-85
Closed -$6.38K
TEVA icon
294
Teva Pharmaceuticals
TEVA
$42.5B
– –
-87
Closed -$1.34K
TGT icon
295
Target
TGT
$68.9B
– –
-1,875
Closed -$196K
TMO icon
296
Thermo Fisher Scientific
TMO
$222B
– –
-23
Closed -$11.4K
TMUS icon
297
T-Mobile US
TMUS
$194B
– –
-443
Closed -$118K
TRIN icon
298
Trinity Capital Inc.
TRIN
$1.73B
– –
-400
Closed -$6.06K
TRP icon
299
TC Energy
TRP
$66.6B
– –
-1,312
Closed -$61.9K
TSCO icon
300
Tractor Supply
TSCO
$18.6B
– –
-570
Closed -$31.4K
10 11
12
13 14

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GWL
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ABLA
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IMT
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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.