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
+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
IFF icon
76
International Flavors & Fragrances
IFF
$21.7B
$361K 0.36%
5,359
-1,123
-17% -$72.7K
NEE icon
77
NextEra Energy
NEE
$178B
$357K 0.36%
4,446
– –
BLK icon
78
Blackrock
BLK
$178B
$347K 0.35%
324
– –
C icon
79
Citigroup
C
$229B
$343K 0.34%
2,940
-20
-0.7% -$2.08K
DVN icon
80
Devon Energy
DVN
$49.9B
$340K 0.34%
9,275
-300
-3% -$10.5K
LMT icon
81
Lockheed Martin
LMT
$137B
$339K 0.34%
700
-80
-10% -$38.3K
CRM icon
82
Salesforce
CRM
$161B
$323K 0.32%
1,219
-50
-4% -$12.4K
XLP icon
83
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$314K 0.32%
4,046
-447
-10% -$34.9K
AEP icon
84
American Electric Power
AEP
$67.1B
$306K 0.31%
2,657
– –
COP icon
85
ConocoPhillips
COP
$151B
$296K 0.3%
3,160
+370
+13% +$33.5K
KMX icon
86
CarMax
KMX
$8.32B
$285K 0.29%
+7,370
New +$295K
HYG icon
87
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$273K 0.27%
3,390
-375
-10% -$30.2K
ABT icon
88
Abbott
ABT
$189B
$264K 0.27%
2,110
-50
-2% -$6.37K
GSK icon
89
GSK
GSK
$102B
$247K 0.25%
5,030
+300
+6% +$14K
BDX icon
90
Becton Dickinson
BDX
$49.2B
$239K 0.24%
1,230
-30
-2% -$5.71K
FDX icon
91
FedEx
FDX
$76.2B
$235K 0.24%
+815
New +$214K
XLY icon
92
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$231K 0.23%
1,934
-268
-12% -$31.8K
SLB icon
93
SLB Ltd
SLB
$79.2B
$219K 0.22%
+5,695
New +$206K
LLY icon
94
Eli Lilly
LLY
$1.09T
$215K 0.22%
+200
New +$191K
BF.B icon
95
Brown-Forman Class B
BF.B
$12.7B
$215K 0.22%
8,245
-135
-2% -$3.8K
XLI icon
96
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$201K 0.2%
1,293
-227
-15% -$34.9K
DG icon
97
Dollar General
DG
$26.7B
$200K 0.2%
1,510
-500
-25% -$55.8K
APD icon
98
Air Products & Chemicals
APD
$68.7B
$200K 0.2%
+810
New +$205K
ICLN icon
99
iShares Global Clean Energy ETF
ICLN
$2.09B
– –
-12,000
Closed -$186K
NKE icon
100
Nike
NKE
$60.8B
– –
-3,475
Closed -$242K
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 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.