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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
+2.6%
1 Year Est. Return
+21.04%
3 Year Est. Return
+63.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$99.5M
AUM Growth
-$1.21M
Cap. Flow
-$2.86M
Cap. Flow %
-2.88%
Top 10 Hldgs %
33.39%
Holding
102
New
5
Increased
7
Reduced
71
Closed
4

Top Buys

Rank Stock Value
1
KMX icon
CarMax
KMX
+$295K
2
FDX icon
FedEx
FDX
+$214K
3
SLB icon
SLB Ltd
SLB
+$206K
4
APD icon
Air Products & Chemicals
APD
+$205K
5
LLY icon
Eli Lilly
LLY
+$191K

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$580K
2
NKE icon
Nike
NKE
+$242K
3
AAPL icon
Apple
AAPL
+$205K
4
SO icon
Southern Company
SO
+$204K
5
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$186K

Sector Composition

Rank Sector Weight
1 Technology 16.45%
2 Financials 14.98%
3 Healthcare 11.22%
4 Communication Services 8.85%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
51
Adobe
ADBE
$106B
$714K 0.72%
2,041
+33
+2% +$11.2K
ABBV icon
52
AbbVie
ABBV
$439B
$683K 0.69%
2,987
-220
-7% -$50.1K
XLRE icon
53
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.52B
$681K 0.68%
16,880
-100
-0.6% -$4.12K
UL icon
54
Unilever
UL
$134B
$674K 0.68%
10,304
-299
-3% -$20.1K
VZ icon
55
Verizon
VZ
$196B
$671K 0.67%
16,479
-500
-3% -$20.3K
CVX icon
56
Chevron
CVX
$385B
$636K 0.64%
4,171
– –
IWC icon
57
iShares Micro-Cap ETF
IWC
$1.49B
$631K 0.63%
4,000
– –
GLD icon
58
SPDR Gold Trust
GLD
$143B
$601K 0.6%
1,516
-2
-0.1% -$764
CME icon
59
CME Group
CME
$93.9B
$572K 0.57%
2,094
-40
-2% -$10.9K
T icon
60
AT&T
T
$167B
$566K 0.57%
22,771
-110
-0.5% -$2.79K
PFE icon
61
Pfizer
PFE
$151B
$564K 0.57%
22,662
-385
-2% -$9.71K
NVDA icon
62
NVIDIA
NVDA
$5.29T
$548K 0.55%
2,940
-393
-12% -$73.2K
XLU icon
63
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$548K 0.55%
12,842
+2,998
+30% +$133K
WTRG icon
64
Essential Utilities
WTRG
$11.2B
$529K 0.53%
13,803
-200
-1% -$7.87K
OMC icon
65
Omnicom Group
OMC
$23.6B
$517K 0.52%
6,405
– –
MMM icon
66
3M
MMM
$94.5B
$475K 0.48%
2,967
-20
-0.7% -$3.27K
IGIB icon
67
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$431K 0.43%
8,000
– –
SCHW
68
Charles Schwab
SCHW
$187B
$428K 0.43%
4,288
-145
-3% -$13.8K
RTX icon
69
RTX Corp
RTX
$302B
$425K 0.43%
2,319
– –
GRMN
70
Garmin
GRMN
$59.8B
$416K 0.42%
2,050
– –
PM icon
71
Philip Morris
PM
$291B
$406K 0.41%
2,529
– –
MRK icon
72
Merck
MRK
$321B
$399K 0.4%
3,795
-600
-14% -$56.3K
DIS icon
73
Walt Disney
DIS
$179B
$389K 0.39%
3,417
-20
-0.6% -$2.2K
IWM icon
74
iShares Russell 2000 ETF
IWM
$81.8B
$386K 0.39%
1,569
– –
SBUX icon
75
Starbucks
SBUX
$121B
$361K 0.36%
4,290
– –
1 2
3
4 5

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SPCM
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GWL
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ABLA
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OPAM
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IMT
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Peoples Bank (Kansas)'s Q4 2025 Portfolio in Review

As of Q4 2025, Peoples Bank (Kansas) held 102 positions worth $99.5M, down 1.2% from $101M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Peoples Bank (Kansas)'s Q4 2025 filing shows 5 new, 7 increased, 71 reduced and 4 closed positions. Its largest new stake was CarMax: 7,370 shares worth $285K. The largest sale was UnitedHealth, an estimated $580K.

By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 17% a quarter earlier, followed by Financials and Healthcare.

  • Peoples Bank (Kansas)'s largest Q4 2025 buy was CarMax: 7,370 shares worth $285K.
  • Peoples Bank (Kansas) added most to State Street Utilities Select Sector SPDR ETF in Q4 2025, an estimated $133K increase.
  • Peoples Bank (Kansas)'s biggest Q4 2025 reduction was Apple, cutting an estimated $205K.
  • Peoples Bank (Kansas) fully exited UnitedHealth in Q4 2025, selling an estimated $580K.
  • Peoples Bank (Kansas)'s ten largest holdings make up 33% of its $99.5M portfolio in Q4 2025.
  • Peoples Bank (Kansas) opened 5 new positions and closed 4 in Q4 2025.
  • Peoples Bank (Kansas)'s portfolio value fell 1.2% quarter-over-quarter to $99.5M.

Based on Peoples Bank (Kansas)'s 13F filing for Q4 2025, filed 8 Jan 2026.