Latest Peoples Bank/KS Stock Portfolio

Peoples Bank/KS Performance:

2025 Q2: 4.34%YTD: 4.39%2024: 9.75%

Performance for 2025 Q2 is 4.34%, and YTD is 4.39%, and 2024 is 9.75%.

About Peoples Bank/KS and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Peoples Bank/KS reported an equity portfolio of $149.1 Millions as of 30 Jun, 2025.

The top stock holdings of Peoples Bank/KS are , MSFT, QQQ. The fund has invested 6.7% of it's portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW and 6.3% of portfolio in MICROSOFT CORPORATION.

The fund managers got completely rid off ELI LILLY & CO COM (LLY), TARGET CORP (TGT) and UNITED PARCEL SERVICE (UPS) stocks. They significantly reduced their stock positions in S&P SPDR SELECT ENERGY (XLB), MCKESSON CORPORATION (MCK) and ISHARES MSCI EAFE (IJR). Peoples Bank/KS opened new stock positions in NORCAP DIVERSIFIED PREMIUM LP and ISHARES TR ISHS 5-10YR INVT (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to BECTON DICKINSON & CO. (BDX), ADOBE SYS INC COM (ADBE) and TPI COMPOSITES INC COM (TPIC).

Peoples Bank/KS Annual Return Estimates Vs S&P 500

Our best estimate is that Peoples Bank/KS made a return of 4.34% in the last quarter. In trailing 12 months, it's portfolio return was 8.07%.

New Buys

Ticker	$ Bought
norcap diversified premium lp	2,456,280
unilever plc adr	820,167
ishares tr ishs 5-10yr invt	426,320
blackrock inc com	357,794

New stocks bought by Peoples Bank/KS

Additions

Ticker	% Inc.
becton dickinson & co.	120
adobe sys inc com	60.63
tpi composites inc com	50.00
nvidia corp	25.42
dollar general corp new	24.19
vanguard communication services etf	19.78
taiwan semiconductor mfg co	18.68
spdr gold tr gold shs	15.22

Additions to existing portfolio by Peoples Bank/KS

Reductions

Ticker	% Reduced
s&p spdr select energy	-36.64
mckesson corporation	-24.81
s&p spdr select financials	-21.56
ishares msci eafe	-20.28
s&p spdr consumer staples	-17.19
elevance health inc com	-4.34
kroger co	-3.3
international flavors & fragrances inc	-2.94

Peoples Bank/KS reduced stake in above stock

Sold off

Ticker	$ Sold
under armour inc cl c	-41,650
putnam premier income tr sh ben int	-22,530
nio limited	-19,380
rivian automotive inc com cl a	-62,250
intel corporation	-110,662
wendys co com	-53,823
western asset emrg mkt debt com	-34,921
shyft group inc com	-24,270

Peoples Bank/KS got rid off the above stocks

Sector Distribution

Peoples Bank/KS has about 33.4% of it's holdings in Others sector.

Sector	%
Others	33.4
Technology	14.4
Financial Services	9
Consumer Defensive	7.8
Energy	7.6
Consumer Cyclical	7.2
Healthcare	6.6
Communication Services	5.9
Industrials	5.1
Utilities	2.3

Market Cap. Distribution

Peoples Bank/KS has about 67.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	34.2
LARGE-CAP	33
UNALLOCATED	32.4

Stocks belong to which Index?

About 65.3% of the stocks held by Peoples Bank/KS either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	65.3
Others	34.4

Top 5 Winners (%)		%
HOOD	robinhood mkts inc com cl a	125.0 %
ORCL	oracle corporation	56.4 %
NVDA	nvidia corp	39.8 %
MSFT	microsoft corporation	32.5 %
DG	dollar general corp new	28.4 %

Top 5 Winners ($)		$
MSFT	microsoft corporation	2.3 M
ORCL	oracle corporation	0.8 M
QQQ	invesco qqq trust	0.7 M
JPM	jp morgan chase & co	0.6 M
META	meta platforms inc	0.5 M

Top 5 Losers (%)		%
NOVA	sunnova energy intl inc. com	-99.8 %
UNH	unitedhealth group inc com	-37.6 %
CLX	clorox company	-18.5 %
COP	conocophillips	-14.6 %
CVX	chevron corp	-14.3 %

Top 5 Losers ($)		$
XOM	exxon mobil corp	-0.4 M
PEP	pepsico inc	-0.4 M
UNH	unitedhealth group inc com	-0.4 M
AAPL	apple inc	-0.4 M
CVX	chevron corp	-0.3 M

Peoples Bank/KS Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Peoples Bank/KS

Peoples Bank/KS has 120 stocks in it's portfolio. About 33.2% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Peoples Bank/KS last quarter.

Last Reported on: 10 Jul, 2025

Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	berkshire hathaway inc del cl b new	6.67	20,471	9,944,200	reduced	-0.17

MSFT	microsoft corporation	6.32	18,941	9,421,440	added	0.02

QQQ	invesco qqq trust	3.11	8,401	4,634,330	reduced	-2.34

AAPL	apple inc	2.84	20,657	4,238,200	reduced	-0.02

AAXJ	ishares tr u.s. pfd stk etf	2.68	130,024	3,989,140	added	0.28

JPM	jp morgan chase & co	2.41	12,387	3,591,120	unchanged	0.00

XOM	exxon mobil corp	2.37	32,767	3,532,280	added	0.75

WMB	williams cos inc del com	2.31	54,809	3,442,550	unchanged	0.00

GOOG	alphabet inc	2.28	19,268	3,395,600	reduced	-0.46

WFC	wells fargo & co	2.26	42,138	3,376,100	reduced	-0.27

MCD	mcdonalds corp	2.17	11,098	3,242,500	reduced	-1.76

WMT	wal-mart stores inc	1.92	29,339	2,868,770	unchanged	0.00

PEP	pepsico inc	1.81	20,388	2,692,030	added	0.99

AMZN	amazon.com inc	1.67	11,312	2,481,740	reduced	-0.66

	norcap diversified premium lp	1.65	842	2,456,280	new

SPY	spdr s&p 500 etf	1.57	3,796	2,345,360	added	0.4

GD	general dynamics corp	1.46	7,467	2,177,820	reduced	-0.99

VB	vanguard s&p 500 index etf	1.46	3,823	2,171,580	added	0.79

ORCL	oracle corporation	1.41	9,585	2,095,570	unchanged	0.00

META	meta platforms inc	1.39	2,814	2,076,980	unchanged	0.00