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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
DUK icon
101
Duke Energy
DUK
$94.5B
$274K 0.18%
2,324
-25
-1% -$2.95K
BAC icon
102
Bank of America
BAC
$447B
$273K 0.18%
5,776
+600
+12% +$25.2K
CLX icon
103
Clorox
CLX
$13B
$265K 0.18%
2,206
– –
DG icon
104
Dollar General
DG
$27B
$264K 0.18%
2,310
+450
+24% +$44.7K
C icon
105
Citigroup
C
$227B
$260K 0.17%
3,050
-40
-1% -$2.89K
SO icon
106
Southern Company
SO
$105B
$257K 0.17%
2,800
– –
COP icon
107
ConocoPhillips
COP
$148B
$250K 0.17%
2,790
– –
KMB icon
108
Kimberly-Clark
KMB
$35.9B
$248K 0.17%
1,927
– –
COF icon
109
Capital One
COF
$134B
$244K 0.16%
1,145
– –
DE icon
110
Deere & Co
DE
$164B
$233K 0.16%
458
– –
GSK icon
111
GSK
GSK
$104B
$219K 0.15%
5,710
+665
+13% +$25.4K
UBER icon
112
Uber
UBER
$159B
$218K 0.15%
2,340
+300
+15% +$24.7K
VLO icon
113
Valero Energy
VLO
$90.7B
$210K 0.14%
1,560
– –
BDX icon
114
Becton Dickinson
BDX
$48.9B
$208K 0.14%
1,210
+660
+120% +$121K
ECL icon
115
Ecolab
ECL
$79.7B
$206K 0.14%
765
– –
ICLN icon
116
iShares Global Clean Energy ETF
ICLN
$2.08B
$188K 0.13%
14,310
– –
RMNI icon
117
Rimini Street
RMNI
$458M
$37.7K 0.03%
10,000
– –
TPIC
118
DELISTED
TPI Composites
TPIC
$25.8K 0.02%
30,000
+10,000
+50% +$10.2K
NOVA
119
DELISTED
Sunnova Energy
NOVA
$6 ﹤0.01%
10,000
– –
ACN icon
120
Accenture
ACN
$109B
– –
-169
Closed -$52.7K
AEE icon
121
Ameren
AEE
$29.6B
– –
-50
Closed -$5.02K
AGNC icon
122
AGNC Investment
AGNC
$12.8B
– –
-1,000
Closed -$9.58K
AIQ icon
123
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
– –
-100
Closed -$3.64K
ALL icon
124
Allstate
ALL
$68.2B
– –
-252
Closed -$52.2K
AMD icon
125
Advanced Micro Devices
AMD
$767B
– –
-250
Closed -$25.7K
3 4
5
6 7

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GWL
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ABLA
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OPAM
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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.