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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
HAL icon
201
Halliburton
HAL
$28B
– –
-200
Closed -$5.07K
HBAN icon
202
Huntington Bancshares
HBAN
$35.6B
– –
-2,000
Closed -$30K
HBI
203
DELISTED
Hanesbrands
HBI
– –
-2,540
Closed -$14.7K
HDV
204
iShares Core High Dividend ETF
HDV
$15B
– –
-330
Closed -$7.99K
HL icon
205
Hecla Mining
HL
$11.8B
– –
-850
Closed -$4.73K
HLN icon
206
Haleon
HLN
$43.7B
– –
-1,100
Closed -$11.3K
HPI
207
John Hancock Preferred Income Fund
HPI
$433M
– –
-100
Closed -$1.66K
IBDR icon
208
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
– –
-300
Closed -$7.26K
IBDS icon
209
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.86B
– –
-200
Closed -$4.84K
IBIT icon
210
iShares Bitcoin Trust
IBIT
$47.6B
– –
-200
Closed -$9.36K
IBM icon
211
IBM
IBM
$223B
– –
-612
Closed -$152K
IDRV icon
212
iShares Self-Driving EV and Tech ETF
IDRV
$138M
– –
-2,224
Closed -$65K
IEFA icon
213
iShares Core MSCI EAFE ETF
IEFA
$195B
– –
-375
Closed -$28.4K
IEMG icon
214
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
– –
-110
Closed -$5.94K
IFRA icon
215
iShares US Infrastructure ETF
IFRA
$4.58B
– –
-2,128
Closed -$95.9K
IGSB icon
216
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-1,479
Closed -$77.4K
IHAK icon
217
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
– –
-284
Closed -$13.3K
IJH icon
218
iShares Core S&P Mid-Cap ETF
IJH
$127B
– –
-1,200
Closed -$70K
IJR icon
219
iShares Core S&P Small-Cap ETF
IJR
$112B
– –
-677
Closed -$70.8K
INTC icon
220
Intel
INTC
$492B
– –
-4,875
Closed -$111K
INTU icon
221
Intuit
INTU
$91.5B
– –
-200
Closed -$123K
IP icon
222
International Paper
IP
$21.9B
– –
-2,000
Closed -$107K
IQV icon
223
IQVIA
IQV
$39.8B
– –
-242
Closed -$42.7K
IRM icon
224
Iron Mountain
IRM
$36.2B
– –
-1,235
Closed -$106K
ITB icon
225
iShares US Home Construction ETF
ITB
$2.35B
– –
-94
Closed -$8.95K
7 8
9
10 11

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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.