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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
+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
SO icon
101
Southern Company
SO
$105B
– –
-2,150
Closed -$204K
UNH icon
102
UnitedHealth
UNH
$366B
– –
-1,680
Closed -$580K
1 2 3 4
5

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CC
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SPCM
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GWL
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ABLA
Alan B. Lancz & Associates Toledo, Ohio $103M AUM 31.99% 1-Year Est. Return
OPAM
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IMT
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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.