Latest Peoples Bank/KS Stock Portfolio
Peoples Bank/KS Performance:
2025 Q3: 5.88%YTD: 10.55%2024: 9.84%
Performance for 2025 Q3 is 5.88%, and YTD is 10.55%, and 2024 is 9.84%.
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 $100.7 Millions as of 30 Sep, 2025.
The top stock holdings of Peoples Bank/KS are MSFT, , GOOG. The fund has invested 6.2% of it's portfolio in MICROSOFT CORPORATION and 5.1% of portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW.
The fund managers got completely rid off WILLIAMS COS INC DEL COM (WMB), NORCAP DIVERSIFIED PREMIUM LP and KROGER CO (KR) stocks. They significantly reduced their stock positions in NEXTERA ENERGY INC (NEE), ISHARES HIGH YIELD CORPORATEBOND FUND (AAXJ) and SPDR S&P 500 ETF (SPY). Peoples Bank/KS opened new stock positions in BROWN FORMAN CORP CL B. 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 VANGUARD S&P 500 INDEX ETF (VB).
The top stock holdings of Peoples Bank/KS are MSFT, , GOOG. The fund has invested 6.2% of it's portfolio in MICROSOFT CORPORATION and 5.1% of portfolio in BERKSHIRE HATHAWAY INC DEL CL B NEW.
The fund managers got completely rid off WILLIAMS COS INC DEL COM (WMB), NORCAP DIVERSIFIED PREMIUM LP and KROGER CO (KR) stocks. They significantly reduced their stock positions in NEXTERA ENERGY INC (NEE), ISHARES HIGH YIELD CORPORATEBOND FUND (AAXJ) and SPDR S&P 500 ETF (SPY). Peoples Bank/KS opened new stock positions in BROWN FORMAN CORP CL B. 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 VANGUARD S&P 500 INDEX ETF (VB).
Peoples Bank/KS Annual Return Estimates Vs S&P 500
Our best estimate is that Peoples Bank/KS made a return of 5.88% in the last quarter. In trailing 12 months, it's portfolio return was 9.24%.
New Buys
| Ticker | $ Bought |
|---|---|
| brown forman corp cl b | 226,930 |
New stocks bought by Peoples Bank/KS
Additions
| Ticker | % Inc. |
|---|---|
| becton dickinson & co. | 4.13 |
| adobe sys inc com | 3.4 |
| vanguard s&p 500 index etf | 0.52 |
Additions to existing portfolio by Peoples Bank/KS
Reductions
| Ticker | % Reduced |
|---|---|
| nextera energy inc | -79.01 |
| ishares high yield corporatebond fund | -76.49 |
| spdr s&p 500 etf | -68.23 |
| chevron corp | -60.72 |
| walt disney co | -57.58 |
| nike inc | -53.57 |
| devon energy corp. new | -52.07 |
| exxon mobil corp | -52.04 |
Peoples Bank/KS reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| williams cos inc del com | -3,442,550 |
| tpi composites inc com | -25,779 |
| sunnova energy intl inc. com | -6.00 |
| rimini str inc del com | -37,700 |
| kroger co | -630,507 |
| global x fds us infr dev etf | -349,076 |
| american states water co | -446,238 |
| bank of america corporation | -273,320 |
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 | 16.5 |
| Financial Services | 9.3 |
| Healthcare | 7.9 |
| Consumer Cyclical | 7.3 |
| Communication Services | 7.2 |
| Consumer Defensive | 6.7 |
| Industrials | 5.4 |
| Energy | 4.5 |
| Utilities | 1.4 |
Market Cap. Distribution
Peoples Bank/KS has about 68.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 37.4 |
| UNALLOCATED | 32 |
| LARGE-CAP | 30.7 |
Stocks belong to which Index?
About 65.4% of the stocks held by Peoples Bank/KS either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 65.4 |
| Others | 34.6 |
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 97 stocks in it's portfolio. About 33% of the portfolio is in top 10 stocks. ELV proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Peoples Bank/KS last quarter.
Last Reported on: 08 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.50 | 13,824 | 3,520,000 | reduced | -33.08 | ||
| AAXJ | ishares tr u.s. pfd stk etf | 2.67 | 85,050 | 2,689,280 | reduced | -34.59 | ||
| AAXJ | ishares micro cap index | 0.59 | 4,000 | 596,360 | unchanged | 0.00 | ||
| AAXJ | ishares tr ishs 5-10yr invt | 0.43 | 8,000 | 432,720 | unchanged | 0.00 | ||
| AAXJ | ishares high yield corporatebond fund | 0.30 | 3,765 | 305,680 | reduced | -76.49 | ||
| AAXJ | ishares global clean energy etf | 0.18 | 12,000 | 185,760 | reduced | -16.14 | ||
| ABBV | abbvie inc | 0.74 | 3,207 | 742,549 | reduced | -32.31 | ||
| ABC | cencora, inc com | 1.48 | 4,755 | 1,486,080 | reduced | -0.21 | ||
| ABT | abbott labs | 0.29 | 2,160 | 289,310 | reduced | -35.89 | ||
| ADBE | adobe sys inc com | 0.70 | 2,008 | 708,322 | added | 3.4 | ||
| ADI | analog devices, inc | 1.43 | 5,872 | 1,442,750 | reduced | -14.09 | ||
| AEP | american elec pwr inc | 0.30 | 2,657 | 298,913 | reduced | -20.38 | ||
| AGNG | global x fds us infr dev etf | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMZN | amazon.com inc | 1.98 | 9,072 | 1,991,940 | reduced | -19.8 | ||
| AWR | american states water co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BA | boeing co com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank of america corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BDX | becton dickinson & co. | 0.23 | 1,260 | 235,834 | added | 4.13 | ||
| BK | bank new york mellon corp com | 0.96 | 8,895 | 969,199 | reduced | -31.14 | ||
| C | citigroup inc | 0.30 | 2,960 | 300,440 | reduced | -2.95 | ||