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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
REMX icon
151
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.25B
$71.1K 0.05%
1,800
-40
-2% -$1.66K
IJR icon
152
iShares Core S&P Small-Cap ETF
IJR
$112B
$70.8K 0.05%
+677
New +$76.4K
GOOG icon
153
Alphabet (Google) Class C
GOOG
$4.19T
$70.3K 0.05%
450
– –
IJH icon
154
iShares Core S&P Mid-Cap ETF
IJH
$127B
$70K 0.05%
+1,200
New +$74.5K
USB icon
155
US Bancorp
USB
$100B
$69.7K 0.05%
1,650
-100
-6% -$4.61K
Z icon
156
Zillow
Z
$7.68B
$68.6K 0.05%
1,000
– –
IVV icon
157
iShares Core S&P 500 ETF
IVV
$902B
$68K 0.05%
121
– –
MET icon
158
MetLife
MET
$61.5B
$66.7K 0.05%
831
– –
IDRV icon
159
iShares Self-Driving EV and Tech ETF
IDRV
$137M
$65K 0.04%
2,224
-354
-14% -$10.7K
RIVN icon
160
Rivian
RIVN
$23.7B
$62.3K 0.04%
5,000
– –
TRP icon
161
TC Energy
TRP
$66.3B
$61.9K 0.04%
1,312
– –
CHRW icon
162
C.H. Robinson
CHRW
$17B
$61.4K 0.04%
600
– –
CMI icon
163
Cummins
CMI
$87.1B
$59.6K 0.04%
190
– –
PDD icon
164
Pinduoduo
PDD
$129B
$59.2K 0.04%
500
– –
APD icon
165
Air Products & Chemicals
APD
$68.9B
$59K 0.04%
+200
New +$61.7K
ORLY icon
166
O'Reilly Automotive
ORLY
$74.9B
$57.3K 0.04%
600
– –
CTVA icon
167
Corteva
CTVA
$50.9B
$56.9K 0.04%
905
– –
XEL icon
168
Xcel Energy
XEL
$48.5B
$54.2K 0.04%
765
– –
WEN icon
169
Wendy's
WEN
$1.44B
$53.8K 0.04%
3,679
– –
ACN icon
170
Accenture
ACN
$110B
$52.7K 0.04%
+169
New +$59.7K
ALL icon
171
Allstate
ALL
$66.3B
$52.2K 0.04%
252
– –
BOIL icon
172
ProShares Ultra Bloomberg Natural Gas
BOIL
$419M
$46.6K 0.03%
272
-525
-66% -$78.8K
EXC icon
173
Exelon
EXC
$46.2B
$46.1K 0.03%
1,000
– –
SNA icon
174
Snap-on
SNA
$21.3B
$45.8K 0.03%
136
-22
-14% -$7.48K
CAG icon
175
Conagra Brands
CAG
$7.14B
$45.4K 0.03%
1,702
– –
5 6
7
8 9

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OPAM
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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.