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CIK: 0001998269
Total reported value
$102.9M
$102.9M
97 檔
20.7%
At the close of Q3 2025, Peoples Bank/KS disclosed equity holdings valued at approximately $102.9M, spread across 97 reported holdings.
In Q3 2025, Peoples Bank/KS adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 11 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, BRK-B, GOOGL) accounted for 20.7% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.17% | -0.16% | -36.65% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.07% | -0.21% | -50.45% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.77% | +1.14% | -19.04% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.79% | -33.08% | |
| 5 | PFF | Ishares Preferred & Income S | ETF-Other | 2.67% | -0.09% | -34.59% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.67% | +0.23% | -46.70% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.44% | -0.07% | -9.06% | |
| 8 | WFC | Wells Fargo & Co | Stock-Financials | 2.39% | -0.15% | -31.98% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | +0.41% | +0.52% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.03% | -0.01% | -4.78% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | +0.02% | -47.99% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.14% | -19.80% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.27% | -39.48% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.79% | -0.33% | -46.72% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.76% | -0.59% | -52.04% | |
| 16 | GD | General Dynamics CORP | Stock-Industrials | 1.73% | -0.07% | -31.43% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.70% | +0.37% | -22.25% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.66% | -0.22% | -41.61% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.54% | +0.05% | -30.39% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | +0.04% | -12.16% | |
| 21 | ENB | Enbridge Inc | Stock-Energy | 1.51% | -0.09% | -18.70% | |
| 22 | COR | Cencora Inc | Stock-Healthcare | 1.48% | -0.23% | -0.21% | |
| 23 | ADI | Analog Devices Inc | Stock-Tech | 1.43% | +0.25% | -14.09% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.02% | -33.33% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.05% | -29.22% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 1.14% | -0.23% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.05% | -45.34% | |
| 28 | XLE | Ss Energy Select Sector | ETF-Other | 1.12% | -0.23% | -16.79% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | — | -4.30% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.08% | -0.08% | -32.06% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 1.07% | — | -26.52% | |
| 32 | ELV | Elevance Health Inc | Stock-Healthcare | 1.03% | +0.23% | -9.41% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.97% | +0.43% | -49.33% | |
| 34 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.96% | +0.18% | -31.14% | |
| 35 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.90% | -0.19% | -18.93% | |
| 36 | HON | Honeywell International Inc | Stock-Industrials | 0.90% | -0.05% | -2.94% | |
| 37 | VOX | Vanguard Communication Servi | ETF-Other | 0.86% | -0.01% | -8.55% | |
| 38 | MDT | Medtronic plc | Stock-Healthcare | 0.85% | -0.08% | -10.71% | |
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.85% | -0.12% | -13.74% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | +0.37% | -33.86% | |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.82% | +0.02% | -29.73% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | -0.06% | -68.23% | |
| 43 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.80% | -0.04% | -6.40% | |
| 44 | XLB | Ss Materials Select Sector | ETF-Other | 0.77% | -0.02% | -14.30% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | +0.46% | -0.62% | |
| 46 | SNY | Sanofi-adr | Stock-Healthcare | 0.74% | -0.11% | -4.34% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.74% | -0.17% | -17.96% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | — | -32.31% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.73% | +0.05% | -7.28% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.72% | +0.02% | -14.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | -19.04% | Trim |
| 2 | ORCL | Oracle CORP | +1.5% | -9.06% | Trim |
| 3 | MSFT | Microsoft CORP | +1.4% | -36.65% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +1% | +0.52% | Add |
| 5 | AAPL | Apple Inc | +0.4% | -33.08% | Trim |
| 6 | GD | General Dynamics CORP | +0.3% | -31.43% | Trim |
| 7 | WFC | Wells Fargo & Co | +0.3% | -31.98% | Trim |
| 8 | JNJ | Johnson & Johnson | +0.2% | -29.22% | Trim |
| 9 | LOW | Lowe's Cos Inc | +0.1% | -30.39% | Trim |
| 10 | HD | Home Depot Inc | +0.1% | -33.33% | Trim |
| 11 | WMT | Walmart Inc | +0.1% | -39.48% | Trim |
| 12 | CSCO | Cisco Systems Inc | +0.1% | -33.86% | Trim |
| 13 | CMCSA | Comcast Corp-class A | 0% | -18.93% | Trim |
| 14 | META | Meta Platforms Inc-class A | 0% | -45.34% | Trim |
| 15 | UNH | Unitedhealth Group Inc | 0% | -11.06% | Add |
| 16 | PFF | Ishares Preferred & Income S | 0% | -34.59% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | 0% | -47.99% | Trim |
| 18 | ELV | Elevance Health Inc | -0.1% | -9.41% | Trim |
| 19 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -46.70% | Trim |
| 20 | MMM | 3m Co | -0.1% | -43.53% | Trim |
| 21 | PFE | Pfizer Inc | -0.1% | -41.58% | Trim |
| 22 | SBUX | Starbucks CORP | -0.1% | -37.65% | Trim |
| 23 | XLF | Ss Financial Select Sector | -0.1% | -26.52% | Trim |
| 24 | PG | Procter & Gamble Co/the | -0.1% | -32.06% | Trim |
| 25 | DVN | Devon Energy CORP | -0.1% | -52.07% | Trim |
| 26 | CME | Cme Group Inc | -0.2% | -46.90% | Trim |
| 27 | DIS | Walt Disney Co/the | -0.2% | -57.58% | Trim |
| 28 | PEP | Pepsico Inc | -0.4% | -41.61% | Trim |
| 29 | XLE | Ss Energy Select Sector | -0.4% | -16.79% | Trim |
| 30 | CVX | Chevron CORP | -0.6% | -60.72% | Trim |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.6% | -76.49% | Trim |
| 32 | MCD | Mcdonald's CORP | -0.6% | -46.72% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -68.23% | Trim |
| 34 | NEE | Nextera Energy Inc | -0.7% | -79.01% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.9% | -52.04% | Trim |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -2.3% | -50.45% | Trim |
| 37 | WMB | Williams Cos Inc | — | EXIT | Sold out |
| 38 | UL | Unilever PLC | — | NEW | New buy |
| 39 | KR | Kroger Co | — | EXIT | Sold out |
| 40 | PPG | Ppg Industries Inc | — | EXIT | Sold out |
| 41 | AWR | American States Water Co | — | EXIT | Sold out |
| 42 | BA | Boeing Co/the | — | EXIT | Sold out |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 44 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 45 | DHR | Danaher CORP | — | EXIT | Sold out |
| 46 | BLK | Blackrock Inc | — | NEW | New buy |
| 47 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 48 | CLX | Clorox Company | — | EXIT | Sold out |
| 49 | PAVE | Global X US Infrastructure | — | EXIT | Sold out |
| 50 | FDX | Fedex CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Peoples Bank/KS reported a total U.S. public equity portfolio value of $102.9M across 97 disclosed positions in Q3 2025.
During Q3 2025, Peoples Bank/KS's top holdings by market value included MSFT (6.2%)、BRK-B (5.1%)、GOOGL (3.8%). The largest single position, MSFT, represented 6.2% 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
UL
市值: $707.1K
Top Position Liquidated / Trimmed
WMB
前期市值: $3.3M
In Q3 2025, Peoples Bank/KS made 50 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 34 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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