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CIK: 0001998269
Total reported value
$102.9M
$102.9M
319 檔
30.5%
As reported in its official Q3 2024 Form 13F filing, Peoples Bank/KS's tracked investment portfolio stood at $102.9M with 319 total positions.
In Q3 2024, Peoples Bank/KS displayed an active expansion posture, initiating 14 new positions and adding to 11 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 30.5% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.43% | -0.21% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.48% | -0.16% | -0.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.79% | -0.05% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.01% | +0.23% | +1.44% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-Other | 2.94% | -0.09% | -0.36% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 2.59% | -0.59% | -0.60% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.34% | -0.33% | -0.09% | |
| 8 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.31% | -0.22% | -1.49% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.09% | +1.14% | -1.54% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | +0.02% | -0.04% | |
| 11 | WMB | Williams Cos Inc | Stock-Energy | 1.68% | — | — | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 1.66% | -0.15% | -1.08% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.65% | +0.05% | — | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.57% | -0.27% | -1.20% | |
| 15 | GD | General Dynamics CORP | Stock-Industrials | 1.54% | -0.07% | -0.13% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.52% | -0.01% | +6.74% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.51% | -0.06% | -0.13% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.47% | -0.02% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.41% | +0.41% | -0.87% | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.41% | +0.03% | +125.58% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.40% | +0.14% | -0.18% | |
| 22 | ELV | Elevance Health Inc | Stock-Healthcare | 1.33% | +0.23% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.08% | — | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.18% | -0.18% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.05% | -1.09% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 1.13% | +0.37% | -18.27% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.05% | -0.17% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.07% | — | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 1.10% | +0.25% | — | |
| 30 | ENB | Enbridge Inc | Stock-Energy | 1.06% | -0.09% | -0.90% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.01% | -0.19% | +0.59% | |
| 32 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.01% | -0.19% | +1.15% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.04% | -1.13% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.89% | -0.23% | -1.31% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | — | +0.75% | |
| 36 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.80% | -0.12% | -5.95% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.79% | -0.11% | -7.63% | |
| 38 | COR | Cencora Inc | Stock-Healthcare | 0.74% | -0.23% | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.74% | +0.43% | -17.34% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.73% | +0.02% | — | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.70% | -0.08% | -5.26% | |
| 42 | CVS | Cvs Health CORP | Stock-Healthcare | 0.69% | +0.25% | -44.54% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.69% | +0.37% | — | |
| 44 | SNY | Sanofi-adr | Stock-Healthcare | 0.67% | -0.11% | -4.52% | |
| 45 | XLB | Ss Materials Select Sector | ETF-Other | 0.67% | -0.02% | +1.48% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | — | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | — | — | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.66% | -0.23% | — | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.65% | +0.01% | -0.30% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.17% | -3.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HD | Home Depot Inc | +1.5% | NEW | New buy |
| 2 | ADI | Analog Devices Inc | +1.1% | NEW | New buy |
| 3 | XLRE | Ss Real Estate Select Sector | +0.8% | +125.58% | Add |
| 4 | COR | Cencora Inc | +0.7% | NEW | New buy |
| 5 | CSCO | Cisco Systems Inc | +0.7% | NEW | New buy |
| 6 | UNH | Unitedhealth Group Inc | +0.7% | NEW | New buy |
| 7 | HON | Honeywell International Inc | +0.6% | NEW | New buy |
| 8 | UNP | Union Pacific CORP | +0.6% | NEW | New buy |
| 9 | RTX | Rtx CORP | +0.5% | NEW | New buy |
| 10 | VOX | Vanguard Communication Servi | +0.4% | NEW | New buy |
| 11 | HSY | Hershey Co/the | +0.3% | NEW | New buy |
| 12 | IWM | Ishares Russell 2000 ETF | +0.3% | +105.69% | Add |
| 13 | UBER | Uber Technologies Inc | +0.3% | NEW | New buy |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +277.27% | Add |
| 15 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 16 | VLO | Valero Energy CORP | +0.1% | NEW | New buy |
| 17 | NKE | Nike Inc -cl B | +0.1% | +43.56% | Add |
| 18 | BAB | Invesco Taxable Municipal Bo | +0.1% | +350.26% | Add |
| 19 | PAVE | Global X US Infrastructure | +0.1% | +114.32% | Add |
| 20 | LOW | Lowe's Cos Inc | +0.1% | — | Unchanged |
| 21 | BDX | Becton Dickinson And Co | +0.1% | NEW | New buy |
| 22 | MCD | Mcdonald's CORP | +0.1% | -0.09% | Trim |
| 23 | IWC | Ishares Micro-cap ETF | +0.1% | +26.54% | Add |
| 24 | MMM | 3m Co | +0.1% | -2.73% | Trim |
| 25 | DVY | Ishares Select Dividend ETF | 0% | +6.74% | Add |
| 26 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 27 | WMT | Walmart Inc | 0% | -1.20% | Trim |
| 28 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 29 | SBUX | Starbucks CORP | 0% | -1.58% | Trim |
| 30 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 31 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 32 | SNY | Sanofi-adr | 0% | -4.52% | Trim |
| 33 | META | Meta Platforms Inc-class A | 0% | -0.17% | Trim |
| 34 | ENB | Enbridge Inc | 0% | -0.90% | Trim |
| 35 | XLF | Ss Financial Select Sector | 0% | +0.75% | Add |
| 36 | JNJ | Johnson & Johnson | -0.1% | -1.09% | Trim |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | +1.15% | Add |
| 38 | WMB | Williams Cos Inc | -0.1% | — | Unchanged |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.13% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | -0.05% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | Unchanged |
| 42 | MCK | Mckesson CORP | -0.2% | — | Unchanged |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -17.34% | Trim |
| 44 | PFF | Ishares Preferred & Income S | -0.3% | -0.36% | Trim |
| 45 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | +1.44% | Add |
| 46 | WFC | Wells Fargo & Co | -0.4% | -1.08% | Trim |
| 47 | XLK | Ss Technology Select Sector | -0.5% | -18.27% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.6% | -1.54% | Trim |
| 49 | CVS | Cvs Health CORP | -0.7% | -44.54% | Trim |
| 50 | MSFT | Microsoft CORP | -1.2% | -0.37% | Trim |
According to official SEC Form 13F filings, Peoples Bank/KS reported a total U.S. public equity portfolio value of $102.9M across 319 disclosed positions in Q3 2024.
During Q3 2024, Peoples Bank/KS's top holdings by market value included BRK-B (6.4%)、MSFT (5.5%)、AAPL (3.2%). The largest single position, BRK-B, represented 6.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
HD
市值: $2.2M
Top Position Liquidated / Trimmed
MSFT
前期市值: $8.5M
In Q3 2024, Peoples Bank/KS made 42 total portfolio adjustments, initiating 14 new buys, adding to 11 positions, trimming 17 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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