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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
+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
COP icon
76
ConocoPhillips
COP
$151B
$409K 0.41%
3,100
-60
-2% -$6.64K
SCHW
77
Charles Schwab
SCHW
$186B
$396K 0.4%
4,218
-70
-2% -$6.87K
IWM icon
78
iShares Russell 2000 ETF
IWM
$81.8B
$389K 0.39%
1,569
– –
SBUX icon
79
Starbucks
SBUX
$122B
$375K 0.38%
4,185
-105
-2% -$9.93K
PSA icon
80
Public Storage
PSA
$60.7B
$348K 0.35%
+1,286
New +$369K
AEP icon
81
American Electric Power
AEP
$67.3B
$348K 0.35%
2,656
-1
-0% -$125
C icon
82
Citigroup
C
$228B
$333K 0.34%
2,940
– –
XLP icon
83
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$332K 0.33%
4,046
– –
IFF icon
84
International Flavors & Fragrances
IFF
$21.7B
$323K 0.33%
4,458
-901
-17% -$66.1K
DIS icon
85
Walt Disney
DIS
$179B
$313K 0.32%
3,249
-168
-5% -$17.8K
BLK icon
86
Blackrock
BLK
$178B
$312K 0.31%
324
– –
KMX icon
87
CarMax
KMX
$8.25B
$306K 0.31%
7,355
-15
-0.2% -$657
SLB icon
88
SLB Ltd
SLB
$79.7B
$293K 0.29%
5,695
– –
FDX icon
89
FedEx
FDX
$76.3B
$290K 0.29%
815
– –
GSK icon
90
GSK
GSK
$102B
$278K 0.28%
5,030
– –
HYG icon
91
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$265K 0.27%
3,325
-65
-2% -$5.23K
PSX icon
92
Phillips 66
PSX
$89.5B
$256K 0.26%
+1,405
New +$220K
APD icon
93
Air Products & Chemicals
APD
$68.9B
$235K 0.24%
810
– –
CRM icon
94
Salesforce
CRM
$162B
$228K 0.23%
1,219
– –
XLI icon
95
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$209K 0.21%
1,293
– –
SO icon
96
Southern Company
SO
$106B
$208K 0.21%
+2,150
New +$199K
PAVE icon
97
Global X US Infrastructure Development ETF
PAVE
$14.4B
$206K 0.21%
+4,050
New +$211K
BF.B icon
98
Brown-Forman Class B
BF.B
$12.9B
$206K 0.21%
7,780
-465
-6% -$12.5K
ABT icon
99
Abbott
ABT
$190B
$201K 0.2%
1,960
-150
-7% -$16.9K
BDX icon
100
Becton Dickinson
BDX
$49.4B
– –
-1,230
Closed -$239K
1 2 3
4
5

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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.