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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
+2.56%
1 Year Est. Return
+21.04%
3 Year Est. Return
+63.31%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$2.89M
Cap. Flow
+$1.13M
Cap. Flow %
0.77%
Top 10 Hldgs %
32.13%
Holding
335
New
18
Increased
40
Reduced
76
Closed
3

Top Buys

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.21M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$781K
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$425K
4
NVDA icon
NVIDIA
NVDA
+$416K
5
GLD icon
SPDR Gold Trust
GLD
+$348K

Top Sells

Rank Stock Value
1
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$850K
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$463K
3
CAT icon
Caterpillar
CAT
+$394K
4
DE icon
Deere & Co
DE
+$393K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$359K

Sector Composition

Rank Sector Weight
1 Financials 16.05%
2 Technology 13.12%
3 Healthcare 10%
4 Energy 8.41%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMUS icon
126
T-Mobile US
TMUS
$192B
$118K 0.08%
443
– –
INTC icon
127
Intel
INTC
$493B
$111K 0.08%
4,875
-2,750
-36% -$60.2K
IP icon
128
International Paper
IP
$22.1B
$107K 0.07%
2,000
– –
IRM icon
129
Iron Mountain
IRM
$36.4B
$106K 0.07%
1,235
– –
KMX icon
130
CarMax
KMX
$8.26B
$101K 0.07%
1,299
-60
-4% -$4.81K
EFX icon
131
Equifax
EFX
$21.4B
$101K 0.07%
415
– –
IFRA icon
132
iShares US Infrastructure ETF
IFRA
$4.61B
$95.9K 0.07%
2,128
– –
LQD icon
133
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$94K 0.06%
865
-1,000
-54% -$108K
NFLX icon
134
Netflix
NFLX
$311B
$93.3K 0.06%
1,000
– –
NSC icon
135
Norfolk Southern
NSC
$75.2B
$92.4K 0.06%
390
-15
-4% -$3.65K
MO icon
136
Altria Group
MO
$109B
$90.1K 0.06%
1,501
– –
FANG icon
137
Diamondback Energy
FANG
$56.5B
$89.5K 0.06%
560
– –
EVRG icon
138
Evergy
EVRG
$18.9B
$86.5K 0.06%
1,255
– –
ETR icon
139
Entergy
ETR
$49.7B
$85.5K 0.06%
1,000
– –
AVGO icon
140
Broadcom
AVGO
$1.98T
$82K 0.06%
490
– –
GIS icon
141
General Mills
GIS
$20.2B
$80.8K 0.05%
1,352
– –
VYMI icon
142
Vanguard International High Dividend Yield ETF
VYMI
$21.2B
$80K 0.05%
1,085
+635
+141% +$45.6K
KHC icon
143
Kraft Heinz
KHC
$29.2B
$79.8K 0.05%
2,624
– –
IGSB icon
144
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$77.4K 0.05%
+1,479
New +$76.9K
SLV icon
145
iShares Silver Trust
SLV
$31.5B
$77K 0.05%
2,485
– –
ITW icon
146
Illinois Tool Works
ITW
$83.5B
$76.9K 0.05%
310
– –
DELL icon
147
Dell
DELL
$285B
$76.8K 0.05%
843
– –
SQQQ icon
148
ProShares UltraPro Short QQQ
SQQQ
$1.77B
$76.7K 0.05%
400
– –
CBSH icon
149
Commerce Bancshares
CBSH
$8.47B
$74.7K 0.05%
1,260
-36
-3% -$2.19K
EL icon
150
Estee Lauder
EL
$31.8B
$71.6K 0.05%
1,085
– –
4 5
6
7 8

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Peoples Bank (Kansas)'s Q1 2025 Portfolio in Review

As of Q1 2025, Peoples Bank (Kansas) held 335 positions worth $147M, up 2% from $145M the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Peoples Bank (Kansas)'s Q1 2025 filing shows 18 new, 40 increased, 76 reduced and 3 closed positions. Its largest new stake was Eli Lilly: 247 shares worth $204K. The largest sale was Global X US Infrastructure Development ETF, an estimated $850K.

By sector, the portfolio is most concentrated in Financials at 16% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

  • Peoples Bank (Kansas)'s largest Q1 2025 buy was Eli Lilly: 247 shares worth $204K.
  • Peoples Bank (Kansas) added most to iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2025, an estimated $1.21M increase.
  • Peoples Bank (Kansas)'s biggest Q1 2025 reduction was Global X US Infrastructure Development ETF, cutting an estimated $850K.
  • Peoples Bank (Kansas) fully exited ProShares Ultra 20+ Year Treasury in Q1 2025, selling an estimated $51K.
  • Peoples Bank (Kansas)'s ten largest holdings make up 32% of its $147M portfolio in Q1 2025.
  • Peoples Bank (Kansas) opened 18 new positions and closed 3 in Q1 2025.
  • Peoples Bank (Kansas)'s portfolio value rose 2% quarter-over-quarter to $147M.

Based on Peoples Bank (Kansas)'s 13F filing for Q1 2025, filed 8 Apr 2025.