Peoples Bank/KS
CIK: 0001998269SEC EDGAR →
Portfolio Value
$99.5M
Holdings
98
As of
Q4 2025
New Positions
1
Closed Positions
22
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT | 11,714 | $5.7M | 5.70% |
| 2 | BERKSHIRE HATHAWAY INC | 10,066 | $5.1M | 5.09% |
| 3 | ALPHABET | 15,188 | $4.8M | 4.78% |
| 4 | APPLE | 13,060 | $3.5M | 3.57% |
| 5 | INVESCO QQQ | 4,406 | $2.7M | 2.72% |
| 6 | WELLS FARGO | 27,509 | $2.6M | 2.58% |
| 7 | ISHARES TR U.S. | 82,315 | $2.5M | 2.56% |
| 8 | VANGUARD S&P 500 | 3,738 | $2.3M | 2.36% |
| 9 | ISHARES SELECT DIVIDEND | 14,323 | $2.0M | 2.03% |
| 10 | JP MORGAN | 6,195 | $2.0M | 2.01% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $26.2M | 26.4% |
| Technology | 10 | $16.4M | 16.5% |
| Unknown | 9 | $12.5M | 12.6% |
| Healthcare | 13 | $8.8M | 8.9% |
| Consumer Cyclical | 7 | $8.5M | 8.6% |
| Communication Services | 6 | $8.1M | 8.2% |
| Consumer Defensive | 7 | $6.9M | 6.9% |
| Industrials | 8 | $5.4M | 5.5% |
| Energy | 6 | $4.8M | 4.8% |
| Utilities | 3 | $1.2M | 1.2% |
| Basic Materials | 2 | $561K | 0.6% |