PB
Peoples Bank/KS's 13F Portfolio ($102.5M, Q3 2026)
Peoples Bank/KSCIK: 0001998269
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$102.5M
Reporting period: 2026-09-30 · Number of holdings: 97
Peoples Bank/KS disclosed 97 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $102.5M and a quarterly turnover rate of 15.3%.
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Personality snowflake
- Concentration
- 8.43
- Portfolio Stability
- 15.31
- Momentum
- 100
- Sector conviction
- 44.79
- Diversification
- 100
- Sizing Uniformity
- 89.73
Peoples Bank/KS's disclosed holdings carry a Herfindahl concentration index of 0.021 — mathematically equivalent to about 47 equally-sized positions, well below its 97 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.03), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 69% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy 30233Q108
Sold out XOM
Add MSFT
-0.9% $1.6M
Sold out HON
Trim CAT
-20.8% -$569.6K
Trim GOOGL
-5.0% -$482.3K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.74% | +1.55% | -0.86% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.05% | -0.45% | -4.99% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.95% | -0.06% | -0.94% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.46% | +0.26% | -8.19% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | +0.14% | +1.37% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.73% | +0.03% | +0.24% | |
| 7 | ✓ | Stock-Other | 2.39% | +2.39% | NEW | ||
| 8 | PFF | Ishares Preferred & Income S | ETF-Other | 2.31% | -0.08% | -0.64% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.20% | -0.02% | +1.49% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 2.03% | -0.03% | -1.68% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | +0.08% | -0.21% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.90% | -0.02% | -3.90% | |
| 13 | WFC | Wells Fargo & Co | Stock-Financials | 1.88% | -0.08% | -1.34% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | +0.07% | -0.62% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.81% | -0.02% | -2.23% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | -0.14% | -0.03% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.54% | -0.04% | +3.89% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | -0.06% | +0.35% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.53% | -0.10% | -0.38% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.42% | +0.20% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.36% | +0.06% | -0.38% | |
| 22 | ENB | Enbridge Inc | Stock-Energy | 1.31% | -0.22% | -0.17% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.23% | -0.26% | -3.57% | |
| 24 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.23% | -0.27% | -1.72% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.22% | +0.07% | +12.70% | |
| 26 | COR | Cencora Inc | Stock-Healthcare | 1.21% | +0.02% | -4.62% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 1.20% | +0.14% | — | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.19% | -0.10% | — | |
| 29 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.18% | -0.03% | -2.91% | |
| 30 | ELV | Elevance Health Inc | Stock-Healthcare | 1.11% | — | -0.51% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | +0.21% | -2.05% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | +0.07% | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.01% | -0.20% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.89% | -0.05% | -4.73% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.20% | — | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.86% | +0.05% | -0.29% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.84% | -0.56% | -20.77% | |
| 38 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | — | -0.33% | |
| 39 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.80% | -0.08% | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.80% | -0.02% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.80% | +0.15% | — | |
| 42 | XLB | Ss Materials Select Sector | ETF-Other | 0.76% | -0.05% | -2.25% | |
| 43 | VOX | Vanguard Communication Servi | ETF-Other | 0.76% | +0.01% | -2.27% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | — | -1.32% | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.75% | -0.15% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.10% | +0.59% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | +0.05% | -0.38% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.02% | — | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.69% | — | -0.41% | |
| 50 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.68% | -0.05% | — |
1–50 of 97
Portfolio Performance
Performance for Q4 2026
+1.6%
Performance Last 4 Quarters
+12%
- Stdev
- +9.2%
- Beta
- +0.69
- Alpha
- +1%
- Max Drawdown
- -5.5%
- Annualized Perf
- +15.6%
- Batting Avg vs S&P
- +40%
- Sortino
- +2.9
- Stutzer
- +0.46
- Treynor
- +0.22
- Sterling
- +1.03
- Calmar
- +2.84
- Information Ratio
- -0.9
- Tracking Error
- +5.8%
- Stdev Down
- +5.2%
- Winning Months %
- +77.1%
- Losing Months %
- +22.9%
- Best 12 Months
- +25.2%
- Worst 12 Months
- +7.2%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.63
- Stdev Sectors
- +7.3%
- Skewness
- -0.67
- Kurtosis
- -0.15
- Upside Potential
- +4.44
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Peoples Bank/KS's most significant position changes for 2026-09-30: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Honeywell International Inc (HON); New buy: ; New buy: .
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.4% | NEW | New buy | |
| 2 | MSFT | Microsoft CORP | +1.6% | -0.86% | Trim |
| 3 | ✓ | +0.4% | NEW | New buy | |
| 4 | ✓ | +0.3% | NEW | New buy | |
| 5 | AAPL | Apple Inc | +0.3% | -8.19% | Trim |
| 6 | BDX | Becton Dickinson And Co | +0.2% | NEW | New buy |
| 7 | CRM | Salesforce Inc | +0.2% | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | +0.2% | -2.05% | Trim |
| 9 | XLE | Ss Energy Select Sector | +0.2% | — | Unchanged |
| 10 | CVX | Chevron CORP | +0.2% | — | Unchanged |
| 11 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.37% | Add |
| 13 | PSX | Phillips 66 | +0.1% | -3.56% | Trim |
| 14 | PFE | Pfizer Inc | +0.1% | +0.94% | Add |
| 15 | GRMN | Garmin Ltd. | +0.1% | -0.10% | Trim |
| 16 | NVDA | Nvidia CORP | +0.1% | +0.59% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.21% | Trim |
| 18 | MA | Mastercard Inc - A | +0.1% | — | Unchanged |
| 19 | T | At&t Inc | +0.1% | -2.65% | Trim |
| 20 | ORCL | Oracle CORP | +0.1% | +12.70% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.62% | Trim |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.38% | Trim |
| 23 | COP | Conocophillips | +0.1% | -2.99% | Trim |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -2.24% | Trim |
| 25 | VZ | Verizon Communications Inc | +0.1% | -0.38% | Trim |
| 26 | ADBE | Adobe Inc | +0.1% | -5.07% | Trim |
| 27 | KO | Coca-cola Co/the | +0.1% | -0.29% | Trim |
| 28 | DVN | Devon Energy CORP | +0.1% | — | Unchanged |
| 29 | MDT | Medtronic plc | 0% | -4.09% | Trim |
| 30 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 31 | PM | Philip Morris International | 0% | — | Unchanged |
| 32 | DIS | Walt Disney Co/the | 0% | -0.92% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.24% | Add |
| 34 | GLD | Spdr Gold Shares | 0% | +1.95% | Add |
| 35 | CME | Cme Group Inc | 0% | -10.77% | Trim |
| 36 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 37 | AMD | Advanced Micro Devices | 0% | +4.47% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 39 | COR | Cencora Inc | 0% | -4.62% | Trim |
| 40 | WTRG | Essential Utilities Inc | 0% | — | Unchanged |
| 41 | SCHW | Schwab (charles) CORP | 0% | -1.96% | Trim |
| 42 | SLB | Slb LTD | 0% | — | Unchanged |
| 43 | VOX | Vanguard Communication Servi | 0% | -2.27% | Trim |
| 44 | MMM | 3m Co | 0% | — | Unchanged |
| 45 | EFA | Ishares Msci Eafe ETF | — | -1.32% | Trim |
| 46 | OMC | Omnicom Group | — | — | Unchanged |
| 47 | MDLZ | Mondelez International Inc-a | — | -0.41% | Trim |
| 48 | IFF | Intl Flavors & Fragrances | — | -4.48% | Trim |
| 49 | UNP | Union Pacific CORP | — | -0.33% | Trim |
| 50 | ELV | Elevance Health Inc | — | -0.51% | Trim |
1–50 of 103
Filing History
FAQ
What is Peoples Bank/KS and what type of investor is it?
Peoples Bank/KS is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $102.5M, spread across 97 disclosed positions.
What are Peoples Bank/KS's largest equity positions?
Based on the latest 13F filing, Peoples Bank/KS's top holdings by market value are:
1. Microsoft CORP (MSFT) — $5.9M (5.7%)
2. Alphabet Inc-cl A (GOOGL) — $5.2M (5.0%)
3. Berkshire Hathaway Inc-cl B (BRK-B) — $5.1M (5.0%)
4. Apple Inc (AAPL) — $4.6M (4.5%)
5. Vanguard S&p 500 ETF (VOO) — $3.9M (3.8%)
What changes did Peoples Bank/KS make in its most recent portfolio filing?
In the latest reported quarter, Peoples Bank/KS made 75 notable position adjustments: 5 new positions were initiated, 13 existing holdings were added to, 51 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: ; Sold out: Exxon Mobil CORP (XOM); Sold out: Honeywell International Inc (HON); New buy: ; New buy:
What sectors does Peoples Bank/KS focus on?
Peoples Bank/KS is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.5%
• Health Care: 15.1%
• Financials: 12.6%
• Communication Services: 12.4%
• Consumer Staples: 10.0%
• Consumer Discretionary: 8.9%
Investment Profile
Peoples Bank/KS returned an annualized 15.6% over the trailing 35 months — outperforming the S&P 500 by 1.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.69 (less volatile than the market) and a 40% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
Its turnover score has fallen from 47 to 15 over the past 4 quarters — a shift toward longer holding periods.
It has added to its AAPL position over the past two quarters (+$1.2M, now $4.6M), while trimming MCD over the same stretch (-$541.7K, still holding $1.3M).
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