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
+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
AMT icon
126
American Tower
AMT
$78.8B
– –
-171
Closed -$37.2K
ANDE icon
127
Andersons Inc
ANDE
$2.23B
– –
-700
Closed -$30.1K
APD icon
128
Air Products & Chemicals
APD
$68.6B
– –
-200
Closed -$59K
APH icon
129
Amphenol
APH
$207B
– –
-634
Closed -$41.6K
ARKQ icon
130
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
– –
-50
Closed -$3.31K
ATXG icon
131
Addentax Group
ATXG
$4.83M
– –
-23
Closed -$301
AVA icon
132
Avista
AVA
$3.2B
– –
-10
Closed -$418
AVGO icon
133
Broadcom
AVGO
$2.01T
– –
-490
Closed -$82K
BAB icon
134
Invesco Taxable Municipal Bond ETF
BAB
$1B
– –
-1,095
Closed -$29.2K
BABA icon
135
Alibaba
BABA
$317B
– –
-40
Closed -$5.29K
BBP icon
136
Virtus Biotech ETF
BBP
$106M
– –
-49
Closed -$2.87K
BEN icon
137
Franklin Resources
BEN
$17B
– –
-1,000
Closed -$19.3K
BITQ icon
138
Bitwise Crypto Industry Innovators ETF
BITQ
$372M
– –
-1,422
Closed -$17.3K
BKR icon
139
Baker Hughes
BKR
$63.6B
– –
-404
Closed -$17.8K
BLDP
140
Ballard Power Systems
BLDP
$769M
– –
-10
Closed -$10
BMY icon
141
Bristol-Myers Squibb
BMY
$132B
– –
-1,983
Closed -$121K
BOIL icon
142
ProShares Ultra Bloomberg Natural Gas
BOIL
$425M
– –
-272
Closed -$46.6K
BTG icon
143
B2Gold
BTG
$6.68B
– –
-2,000
Closed -$5.68K
BUZZ icon
144
VanEck Social Sentiment ETF
BUZZ
$98.6M
– –
-435
Closed -$9.71K
BYND icon
145
Beyond Meat
BYND
$268M
– –
-1,000
Closed -$3.04K
BYRN icon
146
Byrna Technologies
BYRN
$110M
– –
-142
Closed -$2.39K
CAG icon
147
Conagra Brands
CAG
$7.07B
– –
-1,702
Closed -$45.4K
CARM
148
DELISTED
Carisma Therapeutics
CARM
– –
-250
Closed -$77
CB icon
149
Chubb
CB
$134B
– –
-82
Closed -$24.8K
CBSH icon
150
Commerce Bancshares
CBSH
$8.41B
– –
-1,260
Closed -$74.7K
4 5
6
7 8

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 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.