Peoples Bank/KS — 13F Holdings & Portfolio

CIK 1998269 · latest 13F-HR filed 2026-04-15

Peoples Bank/KS manages $99.4M in 13F-reported U.S. long-equity assets across 99 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BRK.B (5.22%), GOOGL (4.36%), MSFT (4.35%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 4, added to 36, and trimmed 32.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$99.4M

Long-equity book

Holdings

99

Distinct positions

Period

2026-03-31

Filed 2026-04-15

Q/Q Activity

+5 / −4 / ↑36 / ↓32

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD S&P 500$883.2K +37.7%
  • EXXON MOBIL$731.5K +39.8%
  • S&P SPDR SELECT$390.3K +37.0%
  • ANALOG$249.7K +16.1%
  • JOHNSON &$243.7K +15.7%
Show all 36

Top Trims

  • MICROSOFT-$1.3M -23.7%
  • WELLS FARGO-$465.0K -18.1%
  • ALPHABET-$425.2K -8.9%
  • ORACLE-$395.7K -24.7%
  • INVESCO QQQ-$248.4K -9.2%
Show all 32

New Positions

  • TESLA$581.4K
  • PUBLIC STORAGE OPER CO$348.4K
  • PHILLIPS$256.0K
  • SOUTHERN$207.5K
  • GLOBAL X FDS US INFR$205.8K
Show all 5

Exited Positions

  • BECTON DICKINSON$238.7K
  • S&P CONSUMER$230.9K
  • ELI LILLY & CO$214.9K
  • DOLLAR GENERAL$200.5K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC BRK.B 084670702 $5.2M 5.22% 10,816 SH
2 ALPHABET GOOGL 02079K305 $4.3M 4.36% 15,053 SH
3 MICROSOFT MSFT 594918104 $4.3M 4.35% 11,672 SH
4 APPLE AAPL 037833100 $3.4M 3.41% 13,351 SH
5 VANGUARD S&P 500 VOO 922908363 $3.2M 3.25% 5,401 SH
6 EXXON MOBIL XOM 30231G102 $2.6M 2.59% 15,149 SH
7 ISHARES TR U.S. PFF 464288687 $2.5M 2.48% 81,260 SH
8 INVESCO QQQ QQQ 46090E103 $2.5M 2.47% 4,259 SH
9 ISHARES SELECT DIVIDEND DVY 464287168 $2.2M 2.23% 14,638 SH
10 WELLS FARGO WFC 949746101 $2.1M 2.11% 26,364 SH
11 WAL-MART WMT 931142103 $2.0M 2.06% 16,450 SH
12 MCDONALDS MCD 580135101 $1.8M 1.82% 5,815 SH
13 JP MORGAN JPM 46625H100 $1.8M 1.81% 6,130 SH
14 ANALOG ADI 032654105 $1.8M 1.81% 5,667 SH
15 JOHNSON & JNJ 478160104 $1.8M 1.81% 7,340 SH
16 PEPSICO PEP 713448108 $1.8M 1.80% 11,544 SH
17 GENERAL DYNAMICS GD 369550108 $1.7M 1.70% 4,915 SH
18 AMAZON.COM AMZN 023135106 $1.7M 1.70% 8,088 SH
19 ENBRIDGE ENB 29250N105 $1.6M 1.62% 29,720 SH
20 S&P SPDR TECHNOLOGY SBI XLK 81369Y803 $1.5M 1.55% 11,592 SH
21 S&P SPDR SELECT XLE 81369Y506 $1.4M 1.45% 23,584 SH
22 LOWE'S COMPANIES LOW 548661107 $1.4M 1.45% 6,093 SH
23 CENCORA COR 03073E105 $1.4M 1.42% 4,500 SH
24 MCKESSON MCK 58155Q103 $1.3M 1.29% 1,485 SH
25 VISA V 92826C839 $1.3M 1.26% 4,145 SH
26 ORACLE ORCL 68389X105 $1.2M 1.22% 8,217 SH
27 TAIWAN SEMICONDUCTOR TSM 874039100 $1.2M 1.16% 3,420 SH
28 HOME DEPOT HD 437076102 $1.1M 1.09% 3,305 SH
29 BANK NEW YORK MELLON BK 064058100 $1.0M 1.03% 8,635 SH
30 PROCTER & GAMBLE PG 742718109 $985.1K 0.99% 6,820 SH
31 CATERPILLAR CAT 149123101 $937.3K 0.94% 1,323 SH
32 S&P SPDR SELECT XLF 81369Y605 $937.1K 0.94% 18,982 SH
33 MASTERCARD MA 57636Q104 $917.9K 0.92% 1,837 SH
34 CISCO SYSTEMS CSCO 17275R102 $917.6K 0.92% 11,826 SH
35 NOVARTIS NVS 66987V109 $915.0K 0.92% 5,990 SH
36 HONEYWELL HON 438516106 $897.8K 0.90% 3,972 SH
37 ELEVANCE HEALTH ELV 036752103 $877.4K 0.88% 2,997 SH
38 META PLATFORMS META 30303M102 $846.2K 0.85% 1,479 SH
39 CHEVRON CVX 166764100 $837.1K 0.84% 4,046 SH
40 COMCAST CMCSA 20030N101 $824.4K 0.83% 28,716 SH
41 S&P SPDR XLB 81369Y100 $822.6K 0.83% 16,462 SH
42 VERIZON COMMUNICATIONS VZ 92343V104 $816.2K 0.82% 16,259 SH
43 MONDELEZ INTERNATIONAL MDLZ 609207105 $801.4K 0.81% 13,904 SH
44 SPDR DOW JONES INDUSTRIAL DIA 78467X109 $797.6K 0.80% 1,722 SH
45 COCA COLA KO 191216100 $792.7K 0.80% 10,424 SH
46 SANOFI SNY 80105N105 $786.1K 0.79% 16,315 SH
47 UNION PACIFIC UNP 907818108 $757.5K 0.76% 3,122 SH
48 VANGUARD COMMUNICATION VOX 92204A884 $751.7K 0.76% 4,180 SH
49 SPDR S&P 500 SPY 78462F103 $738.8K 0.74% 1,136 SH
50 ISHARES MSCI EFA 464287465 $731.5K 0.74% 7,531 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-15 $99.4M 99 0001998269-26-000002
2025-12-31 2026-01-08 $99.5M 98 0001998269-26-000001