CIK: 0001998269
Total reported value
$102.9M
Reporting period: 2026-06-30 · Number of holdings: 98
Peoples Bank/KS disclosed 98 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $102.9M and a quarterly turnover rate of 13.6%.
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Peoples Bank/KS's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 50 equally-sized positions, well below its 98 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 0.99), 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.
Add GOOGL
+5.2% $1.3M
Add AAPL
+12.0% $937.9K
Trim XOM
-0.7% -$512.7K
Add CAT
+1.9% $498.2K
Add TSM
+0.3% $481.8K
Sold out IGIB
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.50% | +1.14% | +5.23% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.01% | — | -4.85% | |
| 3 | AAPL | Apple INC | Stock-Tech | 4.20% | +0.79% | +11.98% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | — | -0.88% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.66% | +0.41% | +1.63% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.70% | +0.23% | -11.46% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-Other | 2.39% | — | -0.63% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.22% | — | -0.26% | |
| 9 | ADI | Analog Devices INC | Stock-Tech | 2.06% | +0.25% | -5.61% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.00% | -0.59% | -0.66% | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 1.96% | -0.15% | -7.41% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.92% | +0.37% | -10.44% | |
| 13 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.84% | +0.14% | -1.98% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.83% | +0.02% | -6.36% | |
| 15 | WMT | Walmart INC | Stock-Consumer Staples | 1.79% | -0.27% | -0.88% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.76% | — | -2.59% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.63% | — | -3.66% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.59% | +0.43% | +0.26% | |
| 19 | PEP | Pepsico INC | Stock-Consumer Staples | 1.58% | -0.22% | +4.23% | |
| 20 | ENB | Enbridge INC | Stock-Energy | 1.53% | — | -2.61% | |
| 21 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 1.50% | +0.05% | +14.61% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.49% | -0.33% | -2.27% | |
| 23 | CAT | Caterpillar INC | Stock-Industrials | 1.40% | +0.46% | +1.89% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.30% | +0.04% | -5.67% | |
| 25 | CSCO | Cisco Systems INC | Stock-Tech | 1.29% | +0.37% | -4.11% | |
| 26 | XLE | Ss Energy Select Sector | ETF-Other | 1.22% | -0.23% | +0.13% | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 1.21% | +0.18% | -0.35% | |
| 28 | COR | Cencora INC | Stock-Healthcare | 1.19% | -0.23% | -3.78% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.15% | — | -1.75% | |
| 30 | ELV | Elevance Health INC | Stock-Healthcare | 1.11% | +0.23% | -1.67% | |
| 31 | HD | Home Depot INC | Stock-Consumer Disc | 1.07% | — | -5.60% | |
| 32 | MCK | Mckesson CORP | Stock-Healthcare | 1.06% | -0.23% | -3.03% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.94% | — | -5.24% | |
| 34 | MA | Mastercard INC - A | Stock-Financials | 0.92% | — | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | — | -6.38% | |
| 36 | CVS | Cvs Health CORP | Stock-Healthcare | 0.90% | +0.25% | -0.55% | |
| 37 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.88% | — | -3.34% | |
| 38 | HON | Honeywell International INC | Stock-Industrials | 0.85% | — | -1.26% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.82% | — | -6.10% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | +0.05% | -1.60% | |
| 41 | XLB | Ss Materials Select Sector | ETF-Other | 0.81% | — | -0.15% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | — | -1.92% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | — | -1.22% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | — | +0.57% | |
| 45 | VOX | Vanguard Communication Servi | ETF-Other | 0.75% | — | — | |
| 46 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.73% | +0.09% | -6.25% | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.73% | — | -0.59% | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.69% | -0.12% | -11.47% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | — | -17.61% | |
| 50 | SNY | Sanofi-adr | Stock-Healthcare | 0.68% | -0.11% | +0.37% |
Performance for Q3 2026
+1.1%
Performance Last 4 Quarters
+18%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 98 | $102.9M | 14 | |
| 2026-03-31 | 99 | $99.4M | 14 | |
| 2025-12-31 | 98 | $99.5M | 10 | |
| 2025-09-30 | 97 | $100.7M | 47 | |
| 2025-06-30 | 120 | $149.1M | 0 | |
| 2025-03-31 | 333 | $147.5M | 0 | |
| 2024-12-31 | 318 | $144.6M | 0 | |
| 2024-09-30 | 320 | $149.1M | 0 | |
| 2024-06-30 | 275 | $128.2M | 0 | |
| 2024-03-31 | 271 | $127.9M | 0 | |
| 2023-12-31 | 269 | $124.8M | 0 | |
| 2023-09-30 | 269 | $116.9M | 0 |
Peoples Bank/KS's most significant position changes for 2026-06-30: Sold out: Ishares 5-10y Inv Grade CORP (IGIB); Sold out: Carmax INC (KMX); Sold out: Salesforce INC (CRM); New buy: Keurig Dr Pepper INC (KDP); New buy: Advanced Micro Devices (AMD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | +5.23% | Add |
| 2 | AAPL | Apple INC | +0.8% | +11.98% | Add |
| 3 | CAT | Caterpillar INC | +0.5% | +1.89% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +0.26% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +1.63% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.4% | -10.44% | Trim |
| 7 | CSCO | Cisco Systems INC | +0.4% | -4.11% | Trim |
| 8 | ADI | Analog Devices INC | +0.3% | -5.61% | Trim |
| 9 | CVS | Cvs Health CORP | +0.3% | -0.55% | Trim |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -11.46% | Trim |
| 11 | ELV | Elevance Health INC | +0.2% | -1.67% | Trim |
| 12 | KDP | Keurig Dr Pepper INC | +0.2% | NEW | New buy |
| 13 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 14 | XLY | Ss Consumer Disc Select Sect | +0.2% | NEW | New buy |
| 15 | BNY | Bank Of New York Mellon CORP | +0.2% | -0.35% | Trim |
| 16 | AMZN | Amazon.com INC | +0.1% | -1.98% | Trim |
| 17 | AEP | American Electric Power | +0.1% | +30.12% | Add |
| 18 | IWC | Ishares Micro-cap ETF | +0.1% | -6.25% | Trim |
| 19 | NVDA | Nvidia CORP | +0.1% | +4.91% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | +0.1% | — | Unchanged |
| 21 | TSLA | Tesla INC | +0.1% | +0.77% | Add |
| 22 | APD | Air Products & Chemicals INC | +0.1% | +32.10% | Add |
| 23 | LOW | Lowe's Cos INC | +0.1% | +14.61% | Add |
| 24 | UNP | Union Pacific CORP | +0.1% | -1.60% | Trim |
| 25 | V | Visa Inc-class A Shares | 0% | -5.67% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -6.36% | Trim |
| 27 | DVN | Devon Energy CORP | -0.1% | — | Unchanged |
| 28 | COP | Conocophillips | -0.1% | -2.90% | Trim |
| 29 | GLD | Spdr Gold Shares | -0.1% | -1.21% | Trim |
| 30 | PFE | Pfizer INC | -0.1% | -0.21% | Trim |
| 31 | SNY | Sanofi-adr | -0.1% | +0.37% | Add |
| 32 | MDLZ | Mondelez International Inc-a | -0.1% | -11.47% | Trim |
| 33 | WFC | Wells Fargo & Co | -0.2% | -7.41% | Trim |
| 34 | CME | Cme Group INC | -0.2% | -2.06% | Trim |
| 35 | VZ | Verizon Communications INC | -0.2% | -3.51% | Trim |
| 36 | NEE | Nextera Energy INC | -0.2% | -36.44% | Trim |
| 37 | CVX | Chevron CORP | -0.2% | -0.99% | Trim |
| 38 | CMCSA | Comcast Corp-class A | -0.2% | -6.33% | Trim |
| 39 | ABT | Abbott Laboratories | -0.2% | EXIT | Sold out |
| 40 | T | At&t INC | -0.2% | -1.83% | Trim |
| 41 | PEP | Pepsico INC | -0.2% | +4.23% | Add |
| 42 | CRM | Salesforce INC | -0.2% | EXIT | Sold out |
| 43 | MCK | Mckesson CORP | -0.2% | -3.03% | Trim |
| 44 | XLE | Ss Energy Select Sector | -0.2% | +0.13% | Add |
| 45 | COR | Cencora INC | -0.2% | -3.78% | Trim |
| 46 | WMT | Walmart INC | -0.3% | -0.88% | Trim |
| 47 | KMX | Carmax INC | -0.3% | EXIT | Sold out |
| 48 | MCD | Mcdonald's CORP | -0.3% | -2.27% | Trim |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | -0.4% | EXIT | Sold out |
| 50 | XOM | Exxon Mobil CORP | -0.6% | -0.66% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-10 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-08 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-08 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-08 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-08 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-04 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-15 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-04 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-30 | 13F-HR | View on EDGAR |
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