Peoples Bank/KS
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 60.9%; sector active share 20.7% against the combined 13F book's sector weights.
Over time 12 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
97 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.1% | $18,848,691 |
| Unclassified | 15.3% | $14,360,289 |
| Financial Services | 15.0% | $14,019,932 |
| Healthcare | 11.4% | $10,715,034 |
| Communication Services | 9.4% | $8,847,770 |
| Consumer Defensive | 7.6% | $7,137,954 |
| Consumer Cyclical | 6.8% | $6,335,156 |
| Energy | 6.4% | $6,025,830 |
| Industrials | 5.8% | $5,408,531 |
| Utilities | 1.1% | $1,014,889 |
| Basic Materials | 0.7% | $671,362 |
| Real Estate | 0.4% | $363,732 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORCL | Oracle Corp | +1,025 | 9,098 | $1,249,155 | |
| PEP | Pepsico Inc | +468 | 12,500 | $1,584,000 | |
| CMCSA | Comcast Corp | +223 | 27,122 | $590,174 | |
| DVY | iShares Select Dividend ETF | +217 | 14,817 | $0 | |
| PFE | Pfizer Inc | +207 | 22,123 | $630,947 | |
| SNY | Sanofi | +113 | 16,488 | $679,800 | |
| VOO | VANGUARD 500 INDEX FUND | +75 | 5,564 | $3,899,585 | |
| GLD | Spdr Gold Trust | +27 | 1,410 | $536,984 | |
| NVDA | Nvidia Corp | +19 | 3,265 | $745,660 | |
| AMD | Advanced Micro Devices Inc | +16 | 374 | $228,798 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +12 | 3,441 | $1,569,749 | |
| QQQ | Invesco Qqq Trust, Series 1 | +9 | 3,780 | $2,796,330 | |
| TSLA | Tesla, Inc. | +5 | 1,581 | $560,954 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −2,011 | 1,911 | $403,106 | |
| AAPL | Apple Inc. | −1,225 | 13,726 | $4,571,032 | |
| AEP | American Electric Power Co Inc | −882 | 2,574 | $305,379 | |
| XLF | State Street Corp | −850 | 17,137 | $0 | |
| GOOGL | Alphabet Inc. | −790 | 15,050 | $5,178,404 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | −735 | 16,245 | $664,582 | |
| T | At&T Inc. | −583 | 21,420 | $522,648 | |
| PFF | iShares Preferred and Income Securities ETF | −517 | 80,230 | $0 | |
| XLK | State Street(R) Technology Select Sector SPDR(R) ETF | −405 | 9,977 | $1,952,997 | |
| — | −370 | 16,068 | $0 | ||
| UL | Unilever PLC | −356 | 9,860 | $598,797 | |
| MDT | Medtronic plc | −333 | 7,809 | $673,838 | |
| WFC | Wells Fargo & Company/Mn | −327 | 24,083 | $1,927,844 | |
| CAT | Caterpillar Inc | −280 | 1,068 | $865,923 | |
| BNY | Bank of New York Mellon Corp | −250 | 8,355 | $1,208,383 | |
| IFF | International Flavors & Fragrances Inc | −210 | 4,476 | $373,656 | |
| CME | Cme Group Inc. | −205 | 1,699 | $445,104 | |
| MCD | Mcdonalds Corp | −203 | 5,480 | $1,265,551 | |
| COR | Cencora, Inc. | −200 | 4,130 | $1,240,032 | |
| NEE | Nextera Energy Inc | −160 | 2,666 | $201,922 | |
| JPM | Jpmorgan Chase & Co | −128 | 5,612 | $1,856,617 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | −125 | 3,200 | $0 | |
| LOW | Lowes Companies Inc | −120 | 6,863 | $1,264,782 | |
| ADBE | Adobe Inc. | −109 | 2,041 | $489,717 | |
| MSFT | Microsoft Corp | −100 | 11,469 | $5,882,450 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 11,469 | $5,882,450 | 6.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 15,050 | $5,178,404 | 5.52% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 10,194 | $5,076,102 | 5.41% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 13,726 | $4,571,032 | 4.88% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 5,564 | $3,899,585 | 4.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,780 | $2,796,330 | 2.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 15,045 | $2,448,573 | 2.61% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 5,259 | $2,086,297 | 2.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 7,911 | $1,971,025 | 2.10% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 9,977 | $1,952,997 | 2.08% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 24,083 | $1,927,844 | 2.06% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 7,106 | $1,881,242 | 2.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 5,612 | $1,856,617 | 1.98% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 16,300 | $1,693,896 | 1.81% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 12,500 | $1,584,000 | 1.69% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,441 | $1,569,749 | 1.67% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 4,717 | $1,565,242 | 1.67% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Held | 23,614 | $1,452,261 | 1.55% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,895 | $1,399,590 | 1.49% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 28,895 | $1,343,328 | 1.43% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 5,480 | $1,265,551 | 1.35% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 6,863 | $1,264,782 | 1.35% | |
| ORCL |
Oracle Corp
Technology
|
Added | 9,098 | $1,249,155 | 1.33% | |
| COR |
Cencora, Inc.
Healthcare
|
Reduced | 4,130 | $1,240,032 | 1.32% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 1,440 | $1,229,486 | 1.31% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 11,340 | $1,220,524 | 1.30% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 8,355 | $1,208,383 | 1.29% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
Reduced | 2,932 | $1,140,020 | 1.22% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,431 | $1,037,732 | 1.11% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,837 | $1,013,050 | 1.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,372 | $925,724 | 0.99% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 3,120 | $887,608 | 0.95% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 10,194 | $877,499 | 0.94% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 1,068 | $865,923 | 0.92% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 3,062 | $833,262 | 0.89% | |
| NVS |
Novartis AG
Healthcare
|
Held | 5,790 | $825,480 | 0.88% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 1,617 | $822,325 | 0.88% | |
| CVX |
Chevron Corp
Energy
|
Held | 4,006 | $818,065 | 0.87% | |
| VOX |
VANGUARD COMMUNICATION SERVICES INDEX FUND
|
Reduced | 4,085 | $778,560 | 0.83% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 8,985 | $769,924 | 0.82% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,265 | $745,660 | 0.80% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 15,629 | $716,902 | 0.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 936 | $713,821 | 0.76% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 12,259 | $708,815 | 0.76% | |
| SNY |
Sanofi
Healthcare
|
Added | 16,488 | $679,800 | 0.73% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 7,809 | $673,838 | 0.72% | |
| XLRE |
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
Reduced | 16,245 | $664,582 | 0.71% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 22,123 | $630,947 | 0.67% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 2,409 | $630,170 | 0.67% | |
| UL |
Unilever PLC
Consumer Defensive
|
Reduced | 9,860 | $598,797 | 0.64% |
Showing the top 50 of 97 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.