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CIK: 0001998269
Total reported value
$102.9M
$102.9M
120 檔
31.3%
During the Q2 2025 filing period, Peoples Bank/KS (CIK: 0001998269) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $102.9M across 120 reported positions.
In Q2 2025, Peoples Bank/KS adopted a defensive or profit-taking posture, trimming 16 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.67% | -0.21% | -0.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.32% | -0.16% | +0.02% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.11% | +0.23% | -2.34% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.79% | -0.02% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-Other | 2.68% | -0.09% | +0.28% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.41% | +0.02% | — | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.37% | -0.59% | +0.75% | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 2.31% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.28% | +1.14% | -0.46% | |
| 10 | WFC | Wells Fargo & Co | Stock-Financials | 2.26% | -0.15% | -0.27% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.17% | -0.33% | -1.76% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.92% | -0.27% | — | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.81% | -0.22% | +0.99% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | +0.14% | -0.66% | |
| 15 | ✓ | Stock-Other | 1.65% | — | — | ||
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.57% | -0.06% | +0.40% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.46% | -0.07% | -0.99% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.41% | +0.79% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.41% | -0.07% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.39% | -0.05% | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.35% | -0.01% | +2.32% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.33% | +0.37% | +13.85% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.32% | +0.05% | -1.61% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.29% | -0.02% | -0.38% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | +0.04% | -1.45% | |
| 26 | ENB | Enbridge Inc | Stock-Energy | 1.13% | -0.09% | -1.25% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.08% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.05% | -0.23% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 1.09% | +0.25% | -1.16% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.43% | +18.68% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.19% | +0.43% | |
| 32 | NEE | Nextera Energy Inc | Stock-Utilities | 0.99% | -0.18% | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | — | -21.56% | |
| 34 | COR | Cencora Inc | Stock-Healthcare | 0.96% | -0.23% | -2.06% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.92% | +0.23% | -4.34% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | +0.37% | -0.54% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.87% | -0.01% | -0.19% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.86% | -0.23% | -36.64% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.85% | -0.19% | +2.52% | |
| 40 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.79% | +0.18% | — | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | — | -1.24% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.75% | +0.02% | — | |
| 43 | CME | Cme Group Inc | Stock-Financials | 0.74% | -0.17% | -0.15% | |
| 44 | MCK | Mckesson CORP | Stock-Healthcare | 0.73% | -0.23% | -24.81% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.72% | -0.12% | -0.63% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | -0.05% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.02% | — | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.67% | +0.25% | -1.40% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.64% | -0.11% | +1.65% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | +0.01% | -0.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.7% | NEW | New buy | |
| 2 | MSFT | Microsoft CORP | +1.5% | +0.02% | Add |
| 3 | UL | Unilever PLC | +0.6% | NEW | New buy |
| 4 | ORCL | Oracle CORP | +0.5% | — | Unchanged |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +18.68% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -2.34% | Trim |
| 7 | XLK | Ss Technology Select Sector | +0.4% | +13.85% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | — | Unchanged |
| 9 | META | Meta Platforms Inc-class A | +0.3% | — | Unchanged |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.46% | Trim |
| 12 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.2% | +25.42% | Add |
| 14 | WFC | Wells Fargo & Co | +0.2% | -0.27% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.2% | -0.66% | Trim |
| 16 | ADBE | Adobe Inc | +0.2% | +60.63% | Add |
| 17 | WMT | Walmart Inc | +0.2% | — | Unchanged |
| 18 | VOX | Vanguard Communication Servi | +0.2% | +19.78% | Add |
| 19 | ADI | Analog Devices Inc | +0.1% | -1.16% | Trim |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.40% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.79% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 23 | HOOD | Robinhood Markets Inc - A | +0.1% | — | Unchanged |
| 24 | WMB | Williams Cos Inc | +0.1% | — | Unchanged |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -0.54% | Trim |
| 26 | INTU | Intuit Inc | -0.1% | EXIT | Sold out |
| 27 | ZBH | Zimmer Biomet Holdings Inc | -0.1% | EXIT | Sold out |
| 28 | IBM | Intl Business Machines CORP | -0.1% | EXIT | Sold out |
| 29 | CTSH | Cognizant Tech Solutions-a | -0.1% | EXIT | Sold out |
| 30 | OXY | Occidental Petroleum CORP | -0.1% | EXIT | Sold out |
| 31 | YUMC | Yum China Holdings Inc | -0.1% | EXIT | Sold out |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | EXIT | Sold out |
| 33 | SNY | Sanofi-adr | -0.1% | -2.07% | Trim |
| 34 | LOW | Lowe's Cos Inc | -0.1% | -1.61% | Trim |
| 35 | PSX | Phillips 66 | -0.1% | EXIT | Sold out |
| 36 | JNJ | Johnson & Johnson | -0.1% | -0.23% | Trim |
| 37 | UPS | United Parcel Service-cl B | -0.1% | EXIT | Sold out |
| 38 | TGT | Target CORP | -0.1% | EXIT | Sold out |
| 39 | LLY | Eli Lilly & Co | -0.1% | EXIT | Sold out |
| 40 | MCK | Mckesson CORP | -0.2% | -24.81% | Trim |
| 41 | ELV | Elevance Health Inc | -0.2% | -4.34% | Trim |
| 42 | CVX | Chevron CORP | -0.2% | +0.43% | Add |
| 43 | UNH | Unitedhealth Group Inc | -0.2% | +12.64% | Add |
| 44 | XLF | Ss Financial Select Sector | -0.2% | -21.56% | Trim |
| 45 | MCD | Mcdonald's CORP | -0.2% | -1.76% | Trim |
| 46 | PEP | Pepsico Inc | -0.2% | +0.99% | Add |
| 47 | XOM | Exxon Mobil CORP | -0.3% | +0.75% | Add |
| 48 | AAPL | Apple Inc | -0.3% | -0.02% | Trim |
| 49 | XLE | Ss Energy Select Sector | -0.7% | -36.64% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -0.17% | Trim |
According to official SEC Form 13F filings, Peoples Bank/KS reported a total U.S. public equity portfolio value of $102.9M across 120 disclosed positions in Q2 2025.
During Q2 2025, Peoples Bank/KS's top holdings by market value included BRK-B (6.7%)、MSFT (6.3%)、QQQ (3.1%). The largest single position, BRK-B, represented 6.7% 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.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, MSFT, QQQ) accounted for 31.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
市值: $2.5M
Top Position Liquidated / Trimmed
LLY
前期市值: $204.0K
In Q2 2025, Peoples Bank/KS made 43 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 16 holdings, and fully liquidating 11 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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