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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
XLB icon
51
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$884K 0.59%
20,138
-306
-1% -$13K
MDT icon
52
Medtronic
MDT
$114B
$882K 0.59%
10,119
-30
-0.3% -$2.54K
ABBV icon
53
AbbVie
ABBV
$438B
$879K 0.59%
4,738
-7
-0.1% -$1.3K
VOX icon
54
Vanguard Communication Services ETF
VOX
$5.88B
$860K 0.58%
5,027
+830
+20% +$128K
UL icon
55
Unilever
UL
$135B
$820K 0.55%
+11,918
New +$836K
EFA icon
56
iShares MSCI EAFE ETF
EFA
$79.8B
$814K 0.55%
9,101
-2,315
-20% -$198K
T icon
57
AT&T
T
$165B
$813K 0.55%
28,084
-434
-2% -$12K
NVS icon
58
Novartis
NVS
$298B
$809K 0.54%
6,688
+150
+2% +$16.9K
MMM icon
59
3M
MMM
$93.9B
$805K 0.54%
5,290
-60
-1% -$8.57K
SNY icon
60
Sanofi
SNY
$104B
$801K 0.54%
16,585
-350
-2% -$17.9K
NVDA icon
61
NVIDIA
NVDA
$5.27T
$787K 0.53%
4,983
+1,010
+25% +$127K
UNP icon
62
Union Pacific
UNP
$174B
$775K 0.52%
3,367
– –
ADBE icon
63
Adobe
ADBE
$109B
$751K 0.5%
1,942
+733
+61% +$282K
XLRE icon
64
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
$737K 0.49%
17,802
+170
+1% +$6.98K
RTX icon
65
RTX Corp
RTX
$302B
$683K 0.46%
4,679
-26
-0.6% -$3.46K
GLD icon
66
SPDR Gold Trust
GLD
$143B
$658K 0.44%
2,158
+285
+15% +$86.3K
DVN icon
67
Devon Energy
DVN
$49.9B
$635K 0.43%
19,975
+1,550
+8% +$49.4K
KR icon
68
Kroger
KR
$34.6B
$631K 0.42%
8,790
-300
-3% -$20.7K
SBUX icon
69
Starbucks
SBUX
$119B
$630K 0.42%
6,880
-55
-0.8% -$4.77K
CAT icon
70
Caterpillar
CAT
$385B
$622K 0.42%
1,603
– –
XLU icon
71
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$612K 0.41%
14,992
-100
-0.7% -$3.98K
UNH icon
72
UnitedHealth
UNH
$371B
$589K 0.4%
1,889
+212
+13% +$81K
WTRG icon
73
Essential Utilities
WTRG
$11.3B
$579K 0.39%
15,586
-70
-0.4% -$2.73K
PPG icon
74
PPG Industries
PPG
$25.7B
$553K 0.37%
4,860
– –
OMC icon
75
Omnicom Group
OMC
$23.2B
$552K 0.37%
7,680
+200
+3% +$14.8K
1 2
3
4 5

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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.