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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
PM icon
76
Philip Morris
PM
$290B
$545K 0.37%
2,993
+125
+4% +$21.5K
BA icon
77
Boeing
BA
$184B
$543K 0.36%
2,592
+10
+0.4% +$1.89K
NKE icon
78
Nike
NKE
$62.5B
$532K 0.36%
7,485
+665
+10% +$39.9K
IWC icon
79
iShares Micro-Cap ETF
IWC
$1.49B
$511K 0.34%
4,000
– –
IFF icon
80
International Flavors & Fragrances
IFF
$21.7B
$497K 0.33%
6,762
-205
-3% -$15.5K
ABT icon
81
Abbott
ABT
$188B
$458K 0.31%
3,369
– –
AWR icon
82
American States Water
AWR
$3.43B
$446K 0.3%
5,821
– –
SCHW
83
Charles Schwab
SCHW
$187B
$439K 0.29%
4,808
-12
-0.2% -$1K
XLP icon
84
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$429K 0.29%
5,298
-1,100
-17% -$89.2K
GRMN
85
Garmin
GRMN
$60.4B
$428K 0.29%
2,050
– –
IGIB icon
86
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$426K 0.29%
+8,000
New +$417K
HSY icon
87
Hershey
HSY
$36.7B
$415K 0.28%
2,500
– –
LMT icon
88
Lockheed Martin
LMT
$139B
$413K 0.28%
892
-10
-1% -$4.68K
IWM icon
89
iShares Russell 2000 ETF
IWM
$81.5B
$393K 0.26%
1,823
– –
DHR icon
90
Danaher
DHR
$147B
$377K 0.25%
1,910
– –
BLK icon
91
Blackrock
BLK
$175B
$358K 0.24%
+341
New +$322K
CRM icon
92
Salesforce
CRM
$162B
$356K 0.24%
1,304
-20
-2% -$5.35K
XLI icon
93
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$351K 0.24%
2,379
– –
PAVE icon
94
Global X US Infrastructure Development ETF
PAVE
$14.3B
$349K 0.23%
8,010
– –
MRK icon
95
Merck
MRK
$323B
$348K 0.23%
4,395
+50
+1% +$3.97K
AEP icon
96
American Electric Power
AEP
$66.9B
$346K 0.23%
3,337
– –
XLV icon
97
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$321K 0.22%
2,379
– –
XLY icon
98
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$316K 0.21%
2,912
-20
-0.7% -$2.04K
HOOD icon
99
Robinhood
HOOD
$85B
$281K 0.19%
3,000
– –
FDX icon
100
FedEx
FDX
$76.9B
$278K 0.19%
1,225
– –
2 3
4
5 6

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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.