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CIK: 0001998269
Total reported value
$102.9M
$102.9M
317 檔
30.3%
The Q4 2024 SEC filing reveals that Peoples Bank/KS held a total portfolio value of $102.9M, covering 317 public equity positions.
In Q4 2024, Peoples Bank/KS adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, AAPL) accounted for 30.3% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.51% | -0.21% | -0.24% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.53% | -0.16% | -0.03% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.79% | -0.99% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.17% | +0.23% | -2.40% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-Other | 2.86% | -0.09% | -0.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | +1.14% | +0.03% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.44% | -0.59% | -0.44% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.29% | -0.33% | -0.51% | |
| 9 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.12% | -0.22% | -0.54% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.08% | -0.15% | -2.55% | |
| 11 | WMB | Williams Cos Inc | Stock-Energy | 2.05% | — | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | +0.02% | -1.49% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.81% | -0.27% | -0.02% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.14% | -0.45% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | -0.06% | — | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.52% | +0.05% | -2.15% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.44% | -0.02% | -0.65% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | +0.41% | -3.77% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 1.38% | -0.07% | -0.26% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.38% | -0.01% | -9.59% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.08% | -0.62% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.19% | +0.37% | -1.14% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.16% | -0.05% | -1.38% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | +0.04% | -0.38% | |
| 25 | ENB | Enbridge Inc | Stock-Energy | 1.13% | -0.09% | -0.96% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.10% | -0.07% | -1.29% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.05% | -0.94% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 1.03% | -0.18% | — | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.19% | — | |
| 30 | ADI | Analog Devices Inc | Stock-Tech | 1.02% | +0.25% | -1.90% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.95% | — | +6.03% | |
| 32 | ELV | Elevance Health Inc | Stock-Healthcare | 0.94% | +0.23% | -3.40% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.91% | -0.19% | -3.02% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.90% | -0.23% | +1.29% | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 0.81% | — | +265.38% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.80% | +0.43% | -7.76% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.37% | -0.78% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.78% | -0.23% | — | |
| 39 | COR | Cencora Inc | Stock-Healthcare | 0.76% | -0.23% | — | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.76% | +0.02% | — | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.73% | -0.11% | -2.01% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | -0.05% | — | |
| 43 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.69% | +0.18% | -0.23% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | +0.46% | +79.58% | |
| 45 | CME | Cme Group Inc | Stock-Financials | 0.68% | -0.17% | -2.31% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.67% | — | -1.07% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.67% | -0.12% | -0.40% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.61% | -0.02% | -1.31% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | — | -1.10% | |
| 50 | XLB | Ss Materials Select Sector | ETF-Other | 0.59% | -0.02% | -0.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAVE | Global X US Infrastructure | +0.6% | +265.38% | Add |
| 2 | WFC | Wells Fargo & Co | +0.4% | -2.55% | Trim |
| 3 | XLY | Ss Consumer Disc Select Sect | +0.4% | +150.77% | Add |
| 4 | WMB | Williams Cos Inc | +0.4% | — | Unchanged |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.03% | Add |
| 6 | AAPL | Apple Inc | +0.3% | -0.99% | Trim |
| 7 | DE | Deere & Co | +0.3% | +335.57% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | -0.45% | Trim |
| 9 | CAT | Caterpillar Inc | +0.3% | +79.58% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | -1.49% | Trim |
| 11 | WMT | Walmart Inc | +0.2% | -0.02% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.2% | -0.38% | Trim |
| 13 | XLF | Ss Financial Select Sector | +0.1% | +6.03% | Add |
| 14 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 15 | DIS | Walt Disney Co/the | +0.1% | -1.31% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.24% | Trim |
| 17 | MSFT | Microsoft CORP | +0.1% | -0.03% | Trim |
| 18 | MCD | Mcdonald's CORP | -0.1% | -0.51% | Trim |
| 19 | VZ | Verizon Communications Inc | -0.1% | -2.11% | Trim |
| 20 | PFE | Pfizer Inc | -0.1% | -2.01% | Trim |
| 21 | NVS | Novartis Ag-sponsored Adr | -0.1% | — | Unchanged |
| 22 | UNH | Unitedhealth Group Inc | -0.1% | -0.30% | Trim |
| 23 | KO | Coca-cola Co/the | -0.1% | -0.24% | Trim |
| 24 | PFF | Ishares Preferred & Income S | -0.1% | -0.38% | Trim |
| 25 | ADI | Analog Devices Inc | -0.1% | -1.90% | Trim |
| 26 | XLB | Ss Materials Select Sector | -0.1% | -0.86% | Trim |
| 27 | INTC | Intel CORP | -0.1% | -35.87% | Trim |
| 28 | GLD | Spdr Gold Shares | -0.1% | -45.45% | Trim |
| 29 | OMC | Omnicom Group | -0.1% | -1.29% | Trim |
| 30 | JNJ | Johnson & Johnson | -0.1% | -0.94% | Trim |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -3.02% | Trim |
| 32 | SNY | Sanofi-adr | -0.1% | -2.05% | Trim |
| 33 | IFF | Intl Flavors & Fragrances | -0.1% | -6.12% | Trim |
| 34 | LOW | Lowe's Cos Inc | -0.1% | -2.15% | Trim |
| 35 | MDLZ | Mondelez International Inc-a | -0.1% | -0.40% | Trim |
| 36 | MDT | Medtronic plc | -0.1% | -10.68% | Trim |
| 37 | DVY | Ishares Select Dividend ETF | -0.1% | -9.59% | Trim |
| 38 | GSK | Gsk Plc-spon Adr | -0.1% | -47.28% | Trim |
| 39 | BAB | Invesco Taxable Municipal Bo | -0.1% | -87.33% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.2% | -0.44% | Trim |
| 41 | NEE | Nextera Energy Inc | -0.2% | — | Unchanged |
| 42 | GD | General Dynamics CORP | -0.2% | -0.26% | Trim |
| 43 | UBER | Uber Technologies Inc | -0.2% | -59.52% | Trim |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -55.06% | Trim |
| 45 | PEP | Pepsico Inc | -0.2% | -0.54% | Trim |
| 46 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 47 | CVS | Cvs Health CORP | -0.2% | -8.30% | Trim |
| 48 | ELV | Elevance Health Inc | -0.4% | -3.40% | Trim |
| 49 | D | Dominion Energy Inc | -0.5% | -95.05% | Trim |
| 50 | XLRE | Ss Real Estate Select Sector | -0.9% | -62.44% | Trim |
According to official SEC Form 13F filings, Peoples Bank/KS reported a total U.S. public equity portfolio value of $102.9M across 317 disclosed positions in Q4 2024.
During Q4 2024, Peoples Bank/KS's top holdings by market value included BRK-B (6.5%)、MSFT (5.5%)、AAPL (3.5%). The largest single position, BRK-B, represented 6.5% of total portfolio value.
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Top Position Liquidated / Trimmed
BLKCHF
前期市值: $323.8K
In Q4 2024, Peoples Bank/KS made 46 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 39 holdings, and fully liquidating 1 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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