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
EOG icon
176
EOG Resources
EOG
$74.6B
– –
-245
Closed -$31.4K
EQBK icon
177
Equity Bancshares
EQBK
$1.04B
– –
-800
Closed -$31.5K
EQIX icon
178
Equinix
EQIX
$103B
– –
-28
Closed -$22.8K
ESG icon
179
FlexShares STOXX US ESG Select Index Fund
ESG
$137M
– –
-60
Closed -$8.06K
ETN icon
180
Eaton
ETN
$173B
– –
-82
Closed -$22.3K
ETR icon
181
Entergy
ETR
$49.3B
– –
-1,000
Closed -$85.5K
EU
182
enCore Energy
EU
$254M
– –
-300
Closed -$408
EVRG icon
183
Evergy
EVRG
$18.9B
– –
-1,255
Closed -$86.5K
EW icon
184
Edwards Lifesciences
EW
$53B
– –
-600
Closed -$43.5K
EXC icon
185
Exelon
EXC
$45.8B
– –
-1,000
Closed -$46.1K
F icon
186
Ford
F
$55.8B
– –
-2,315
Closed -$23.2K
FANG icon
187
Diamondback Energy
FANG
$55.7B
– –
-560
Closed -$89.5K
FBTC icon
188
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
– –
-130
Closed -$9.36K
FDG icon
189
American Century Focused Dynamic Growth ETF
FDG
$429M
– –
-40
Closed -$3.63K
FMDE icon
190
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.14B
– –
-898
Closed -$28.1K
FTV icon
191
Fortive
FTV
$18.6B
– –
-650
Closed -$35.9K
GAM
192
General American Investors Company
GAM
$1.62B
– –
-859
Closed -$43.3K
GDX icon
193
VanEck Gold Miners ETF
GDX
$27.6B
– –
-210
Closed -$9.65K
GE icon
194
GE Aerospace
GE
$380B
– –
-20
Closed -$4K
GEHC icon
195
GE HealthCare
GEHC
$32.9B
– –
-188
Closed -$15.2K
GIS icon
196
General Mills
GIS
$19.9B
– –
-1,352
Closed -$80.8K
GLW icon
197
Corning
GLW
$136B
– –
-450
Closed -$20.6K
GOOG icon
198
Alphabet (Google) Class C
GOOG
$4.35T
– –
-450
Closed -$70.3K
GRID
199
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
– –
-65
Closed -$7.35K
GUT
200
Gabelli Utility Trust
GUT
$573M
– –
-1,000
Closed -$5.34K
6 7
8
9 10

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.