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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
CC icon
151
Chemours
CC
$2.2B
– –
-205
Closed -$2.77K
CFFN icon
152
Capitol Federal Financial
CFFN
$1.08B
– –
-2,000
Closed -$11.2K
CGW icon
153
Invesco S&P Global Water Index ETF
CGW
$1.07B
– –
-170
Closed -$9.46K
CHRW icon
154
C.H. Robinson
CHRW
$17.3B
– –
-600
Closed -$61.4K
CMG icon
155
Chipotle Mexican Grill
CMG
$40.7B
– –
-20
Closed -$1K
CMI icon
156
Cummins
CMI
$87.4B
– –
-190
Closed -$59.6K
COO icon
157
Cooper Companies
COO
$14.9B
– –
-180
Closed -$15.2K
CP icon
158
Canadian Pacific Kansas City
CP
$79.6B
– –
-288
Closed -$20.2K
CSX icon
159
CSX Corp
CSX
$92.8B
– –
-900
Closed -$26.5K
CTSH icon
160
Cognizant
CTSH
$26.3B
– –
-1,955
Closed -$150K
CTVA icon
161
Corteva
CTVA
$51B
– –
-905
Closed -$56.9K
D icon
162
Dominion Energy
D
$59.1B
– –
-780
Closed -$43.7K
DD icon
163
DuPont de Nemours
DD
$19.1B
– –
-264
Closed -$24.7K
DELL icon
164
Dell
DELL
$296B
– –
-843
Closed -$76.8K
DFS
165
DELISTED
Discover Financial Services
DFS
– –
-90
Closed -$15.4K
DOC icon
166
Healthpeak Properties
DOC
$14.4B
– –
-800
Closed -$16.2K
DOW icon
167
Dow Inc
DOW
$22.1B
– –
-837
Closed -$29.2K
DTEC icon
168
ALPS Disruptive Technologies ETF
DTEC
$76.3M
– –
-155
Closed -$6.74K
DXCM icon
169
DexCom
DXCM
$33.1B
– –
-20
Closed -$1.36K
ED icon
170
Consolidated Edison
ED
$39.3B
– –
-100
Closed -$11.1K
EFX icon
171
Equifax
EFX
$21.3B
– –
-415
Closed -$101K
EL icon
172
Estee Lauder
EL
$31.5B
– –
-1,085
Closed -$71.6K
EMD
173
Western Asset Emerging Markets Debt Fund
EMD
$611M
– –
-3,531
Closed -$34.9K
EMR icon
174
Emerson Electric
EMR
$88.5B
– –
-130
Closed -$14.3K
ENR icon
175
Energizer
ENR
$1.5B
– –
-300
Closed -$8.97K
5 6
7
8 9

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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.