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
XLRE icon
51
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.52B
$697K 0.7%
17,080
+200
+1% +$8.38K
MDT icon
52
Medtronic
MDT
$115B
$694K 0.7%
8,005
-30
-0.4% -$2.87K
T icon
53
AT&T
T
$167B
$650K 0.65%
22,413
-358
-2% -$9.56K
CVS icon
54
CVS Health
CVS
$120B
$649K 0.65%
9,035
-375
-4% -$28.9K
IWC icon
55
iShares Micro-Cap ETF
IWC
$1.49B
$638K 0.64%
4,000
– –
PFE icon
56
Pfizer
PFE
$151B
$617K 0.62%
21,962
-700
-3% -$18.6K
XLU icon
57
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$611K 0.61%
13,317
+475
+4% +$21.3K
GLD icon
58
SPDR Gold Trust
GLD
$143B
$602K 0.61%
1,400
-116
-8% -$52K
ABBV icon
59
AbbVie
ABBV
$438B
$586K 0.59%
2,694
-293
-10% -$65K
UL icon
60
Unilever
UL
$134B
$582K 0.59%
10,216
-88
-0.9% -$5.9K
TSLA icon
61
Tesla
TSLA
$1.31T
$581K 0.59%
+1,564
New +$644K
CME icon
62
CME Group
CME
$93.9B
$574K 0.58%
1,944
-150
-7% -$44.6K
WTRG icon
63
Essential Utilities
WTRG
$11.2B
$547K 0.55%
13,577
-226
-2% -$8.9K
NVDA icon
64
NVIDIA
NVDA
$5.29T
$540K 0.54%
3,094
+154
+5% +$28.3K
OMC icon
65
Omnicom Group
OMC
$23.8B
$482K 0.49%
6,405
– –
PM icon
66
Philip Morris
PM
$291B
$478K 0.48%
2,894
+365
+14% +$63.4K
ADBE icon
67
Adobe
ADBE
$105B
$476K 0.48%
1,957
-84
-4% -$23.3K
GRMN
68
Garmin
GRMN
$60B
$476K 0.48%
2,050
– –
DVN icon
69
Devon Energy
DVN
$50B
$467K 0.47%
9,275
– –
MRK icon
70
Merck
MRK
$321B
$457K 0.46%
3,795
– –
IGIB icon
71
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$426K 0.43%
8,000
– –
MMM icon
72
3M
MMM
$94.5B
$424K 0.43%
2,922
-45
-2% -$7.17K
LMT icon
73
Lockheed Martin
LMT
$137B
$423K 0.43%
700
– –
NEE icon
74
NextEra Energy
NEE
$178B
$413K 0.42%
4,446
– –
RTX icon
75
RTX Corp
RTX
$302B
$410K 0.41%
2,124
-195
-8% -$38.8K
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.