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
+1.1%
1 Year Est. Return
+21.04%
3 Year Est. Return
+63.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.4M
AUM Growth
-$79.6K
Cap. Flow
+$825K
Cap. Flow %
0.83%
Top 10 Hldgs %
32.46%
Holding
103
New
5
Increased
9
Reduced
61
Closed
4

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.04M
2
TSLA icon
Tesla
TSLA
+$644K
3
PSA icon
Public Storage
PSA
+$369K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$368K
5
PSX icon
Phillips 66
PSX
+$220K

Top Sells

Rank Stock Value
1
BDX icon
Becton Dickinson
BDX
+$239K
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$231K
3
LLY icon
Eli Lilly
LLY
+$215K
4
DG icon
Dollar General
DG
+$200K
5
WFC icon
Wells Fargo
WFC
+$98.3K

Sector Composition

Rank Sector Weight
1 Technology 14.6%
2 Financials 13.98%
3 Healthcare 10.62%
4 Communication Services 8.31%
5 Consumer Staples 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORCL icon
26
Oracle
ORCL
$435B
$1.21M 1.22%
8,217
-15
-0.2% -$2.44K
TSM icon
27
TSMC
TSM
$2.17T
$1.16M 1.16%
3,420
-16
-0.5% -$5.51K
HD icon
28
Home Depot
HD
$350B
$1.09M 1.09%
3,305
-150
-4% -$54.7K
BNY
29
Bank of New York Mellon
BNY
$108B
$1.02M 1.03%
8,635
-20
-0.2% -$2.38K
PG icon
30
Procter & Gamble
PG
$340B
$985K 0.99%
6,820
-195
-3% -$29.6K
CAT icon
31
Caterpillar
CAT
$385B
$937K 0.94%
1,323
-50
-4% -$34.6K
XLF icon
32
State Street Financial Select Sector SPDR ETF
XLF
$59B
$937K 0.94%
18,982
-340
-2% -$17.7K
MA icon
33
Mastercard
MA
$493B
$918K 0.92%
1,837
-65
-3% -$34.2K
CSCO icon
34
Cisco
CSCO
$483B
$918K 0.92%
11,826
-440
-4% -$34.4K
NVS icon
35
Novartis
NVS
$298B
$915K 0.92%
5,990
-40
-0.7% -$6.13K
HON icon
36
Honeywell
HON
$77B
$898K 0.9%
3,972
-115
-3% -$26.3K
ELV icon
37
Elevance Health
ELV
$86.2B
$877K 0.88%
2,997
-135
-4% -$44.4K
META icon
38
Meta Platforms (Facebook)
META
$1.52T
$846K 0.85%
1,479
-53
-3% -$34K
CVX icon
39
Chevron
CVX
$382B
$837K 0.84%
4,046
-125
-3% -$22.8K
CMCSA icon
40
Comcast
CMCSA
$89.4B
$824K 0.83%
28,716
-1,172
-4% -$35.1K
XLB icon
41
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$823K 0.83%
16,462
– –
VZ icon
42
Verizon
VZ
$195B
$816K 0.82%
16,259
-220
-1% -$10.2K
MDLZ icon
43
Mondelez International
MDLZ
$78.5B
$801K 0.81%
13,904
+326
+2% +$18.9K
DIA icon
44
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$798K 0.8%
1,722
-64
-4% -$31K
KO icon
45
Coca-Cola
KO
$374B
$793K 0.8%
10,424
-175
-2% -$13.2K
SNY icon
46
Sanofi
SNY
$104B
$786K 0.79%
16,315
-415
-2% -$19.4K
UNP icon
47
Union Pacific
UNP
$174B
$757K 0.76%
3,122
– –
VOX icon
48
Vanguard Communication Services ETF
VOX
$5.88B
$752K 0.76%
4,180
– –
SPY icon
49
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$739K 0.74%
1,136
-35
-3% -$23.8K
EFA icon
50
iShares MSCI EAFE ETF
EFA
$79.8B
$731K 0.74%
7,531
-275
-4% -$27.5K
1
2
3 4 5

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 Q1 2026 Portfolio in Review

As of Q1 2026, Peoples Bank (Kansas) held 103 positions worth $99.4M, down 0.08% from $99.5M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Peoples Bank (Kansas)'s Q1 2026 filing shows 5 new, 9 increased, 61 reduced and 4 closed positions. Its largest new stake was Tesla: 1,564 shares worth $581K. The largest sale was Becton Dickinson, an estimated $239K.

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

  • Peoples Bank (Kansas)'s largest Q1 2026 buy was Tesla: 1,564 shares worth $581K.
  • Peoples Bank (Kansas) added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $1.04M increase.
  • Peoples Bank (Kansas)'s biggest Q1 2026 reduction was Wells Fargo, cutting an estimated $98.3K.
  • Peoples Bank (Kansas) fully exited Becton Dickinson in Q1 2026, selling an estimated $239K.
  • Peoples Bank (Kansas)'s ten largest holdings make up 32% of its $99.4M portfolio in Q1 2026.
  • Peoples Bank (Kansas) opened 5 new positions and closed 4 in Q1 2026.
  • Peoples Bank (Kansas)'s portfolio value fell 0.08% quarter-over-quarter to $99.4M.

Based on Peoples Bank (Kansas)'s 13F filing for Q1 2026, filed 15 Apr 2026.