Peoples Bank/KS

CIK

1998269

Location

PRATT, KS

Portfolio Value

Micro $78,682,473

Diversification

Diversified

Filing Date

Global Rank

#6,140 / 8,603 ▲ 120 · as of Mar 2026

Top Industry

Software - Infrastructure 7.5%

3Y Alpha vs SPY

-5.7%

Period ended 3 months ago

Filed Apr 15, 2026 · 3mo

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.6%

SPY

+71.4%

Annualised alpha

-5.5%

Max drawdown

−12.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

79 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−0.4 pts

Top 5

25.0%

−2.0 pts

Top 10

37.2%

−2.4 pts

HHI

238

Diversified−21

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	18.4%	$14,512,513	10
Financial Services	17.7%	$13,895,680	10
Healthcare	13.4%	$10,551,751	13
Communication Services	10.5%	$8,260,707	7
Consumer Defensive	9.5%	$7,476,822	7
Consumer Cyclical	9.3%	$7,280,536	7
Industrials	7.4%	$5,814,318	8
Unclassified	5.8%	$4,597,014	4
Energy	4.9%	$3,870,703	6
Utilities	1.9%	$1,515,355	4
Basic Materials	0.7%	$558,723	2
Real Estate	0.4%	$348,351	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+750	10,816	$5,183,027
PM	Philip Morris International Inc.	+365	2,894	$478,493
MDLZ	Mondelez International, Inc.	+326	13,904	$801,426
AAPL	Apple Inc.	+291	13,351	$3,388,350
NVDA	Nvidia Corp	+154	3,094	$539,593
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−1,172	28,716	$824,436
WFC	Wells Fargo & Company/Mn	−1,145	26,364	$2,098,838
ENB	Enbridge Inc	−1,095	29,720	$1,609,040
IFF	International Flavors & Fragrances Inc	−901	4,458	$323,427
PFE	Pfizer Inc	−700	21,962	$616,692
CSCO	Cisco Systems, Inc.	−440	11,826	$917,579
SNY	Sanofi	−415	16,315	$786,056
CVS	CVS HEALTH Corp	−375	9,035	$648,893
T	At&T Inc.	−358	22,413	$649,752
ABBV	AbbVie Inc.	−293	2,694	$585,918
PEP	Pepsico Inc	−260	11,544	$1,792,667
WTRG	Essential Utilities, Inc.	−226	13,577	$546,745
VZ	Verizon Communications Inc	−220	16,259	$816,201
AMZN	Amazon Com Inc	−204	8,088	$1,684,487
RTX	RTX Corp	−195	2,124	$409,719
PG	PROCTER & GAMBLE Co	−195	6,820	$985,080
KO	Coca Cola Co	−175	10,424	$792,745
DIS	Walt Disney Co	−168	3,249	$313,138
JNJ	Johnson & Johnson	−152	7,340	$1,794,189
CME	Cme Group Inc.	−150	1,944	$574,160
ABT	Abbott Laboratories	−150	1,960	$201,233
HD	Home Depot, Inc.	−150	3,305	$1,086,981
QQQ	Invesco Qqq Trust, Series 1	−147	4,259	$2,458,209
GOOGL	Alphabet Inc.	−135	15,053	$4,328,640
ELV	Elevance Health, Inc.	−135	2,997	$877,371
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TSLA	Tesla, Inc.	1,564	$581,417
PSA	Public Storage	1,286	$348,351
PSX	Phillips 66	1,405	$255,962
SO	Southern Co	2,150	$207,518
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	200	$214,936
DG	Dollar General Corp	1,510	$200,482
BDX	Becton Dickinson & Co	1,230	$187,662
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 positions · $78,682,473 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,816	+750	$5,183,027	+2.4%	6.59%
GOOGL	Alphabet Inc. Communication Services	Reduced	15,053	-135	$4,328,640	−8.9%	5.50%
MSFT	Microsoft Corp Technology	Reduced	11,672	-42	$4,320,624	−23.7%	5.49%
AAPL	Apple Inc. Technology	Added	13,351	+291	$3,388,350	−4.6%	4.31%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,259	-147	$2,458,209	−9.2%	3.12%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	26,364	-1,145	$2,098,838	−18.1%	2.67%
WMT	Walmart Inc. Consumer Defensive	Reduced	16,450	-58	$2,044,406	+11.2%	2.60%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	5,815	-60	$1,807,243	+0.6%	2.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,130	-65	$1,803,200	−9.7%	2.29%
ADI	Analog Devices Inc Technology	Reduced	5,667	-60	$1,802,899	+16.1%	2.29%
JNJ	Johnson & Johnson Healthcare	Reduced	7,340	-152	$1,794,189	+15.7%	2.28%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,544	-260	$1,792,667	+5.8%	2.28%
GD	General Dynamics Corp Industrials	Reduced	4,915	-25	$1,686,926	+1.4%	2.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,088	-204	$1,684,487	−12.0%	2.14%
ENB	Enbridge Inc Energy	Reduced	29,720	-1,095	$1,609,040	+9.2%	2.04%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	6,093	-31	$1,439,654	−2.5%	1.83%
COR	Cencora, Inc. Healthcare	Held	4,500	0	$1,413,630	−7.0%	1.80%
MCK	Mckesson Corp Healthcare	Held	1,485	0	$1,285,059	+5.5%	1.63%
V	Visa Inc. Financial Services	Reduced	4,145	-115	$1,252,784	−16.1%	1.59%
ORCL	Oracle Corp Technology	Reduced	8,217	-15	$1,208,802	−24.7%	1.54%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	3,420	-16	$1,155,789	+10.7%	1.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	3,305	-150	$1,086,981	−8.6%	1.38%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	8,635	-20	$1,024,370	+2.0%	1.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,820	-195	$985,080	−2.0%	1.25%
HON	Honeywell International Inc Industrials	Reduced	3,972	-115	$941,574	+12.6%	1.20%
CAT	Caterpillar Inc Industrials	Reduced	1,323	-50	$937,292	+19.2%	1.19%
MA	Mastercard Inc Financial Services	Reduced	1,837	-65	$917,875	−15.5%	1.17%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,826	-440	$917,579	−2.9%	1.17%
NVS	Novartis AG Healthcare	Reduced	5,990	-40	$914,972	+10.1%	1.16%
ELV	Elevance Health, Inc. Healthcare	Reduced	2,997	-135	$877,371	−20.1%	1.12%
META	Meta Platforms, Inc. Communication Services	Reduced	1,479	-53	$846,180	−16.3%	1.08%
CVX	Chevron Corp Energy	Reduced	4,046	-125	$837,117	+31.7%	1.06%
CMCSA	Comcast Corp Communication Services	Reduced	28,716	-1,172	$824,436	−1.5%	1.05%
VZ	Verizon Communications Inc Communication Services	Reduced	16,259	-220	$816,201	+21.6%	1.04%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	13,904	+326	$801,426	+9.6%	1.02%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	1,722	-64	$797,613	−7.1%	1.01%
KO	Coca Cola Co Consumer Defensive	Reduced	10,424	-175	$792,745	+7.0%	1.01%
SNY	Sanofi Healthcare	Reduced	16,315	-415	$786,056	−3.0%	1.00%
UNP	Union Pacific Corp Industrials	Held	3,122	0	$757,459	+4.9%	0.96%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,136	-35	$738,786	−7.5%	0.94%
MDT	Medtronic plc Healthcare	Reduced	8,005	-30	$693,633	−10.1%	0.88%
T	At&T Inc. Communication Services	Reduced	22,413	-358	$649,752	+14.9%	0.83%
CVS	CVS HEALTH Corp Healthcare	Reduced	9,035	-375	$648,893	−13.1%	0.82%
PFE	Pfizer Inc Healthcare	Reduced	21,962	-700	$616,692	+9.3%	0.78%
GLD	Spdr Gold Trust	Reduced	1,400	-116	$602,406	+0.3%	0.77%
ABBV	AbbVie Inc. Healthcare	Reduced	2,694	-293	$585,918	−14.2%	0.74%
UL	Unilever PLC Consumer Defensive	Reduced	10,216	-88	$582,005	−13.6%	0.74%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	1,564	NEW	$581,417	NEW	0.74%
CME	Cme Group Inc. Financial Services	Reduced	1,944	-150	$574,160	+0.4%	0.73%
WTRG	Essential Utilities, Inc. Utilities	Reduced	13,577	-226	$546,745	+3.3%	0.69%