Portfolio (Quarterly) Guide ↗

Peoples Bank/KS

· CIK 0001998269

13F Portfolio $99M AUM 99 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 9 Added 53 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	—	BERKSHIRE HATHAWAY INC	—	10,816.0	$5.2M	5.21%	+750.0	+7.5%	$479.20	—
2	AAPL	APPLE	Technology	13,351.0	$3.4M	3.41%	+291.0	+2.2%	$253.79	+17.9%
3	VOO	VANGUARD S&P 500	—	5,401.0	$3.2M	3.25%	+2K	+44.5%	$597.55	+13.0%
4	DVY	ISHARES SELECT DIVIDEND	—	14,638.0	$2.2M	2.23%	+315.0	+2.2%	$151.41	+0.0%
5	MDLZ	MONDELEZ INTERNATIONAL	Consumer Defensive	13,904.0	$801K	0.81%	+326.0	+2.4%	$57.64	+7.0%
6	XLRE	SELECT SECTOR SPDR TR	—	17,080.0	$697K	0.70%	+200.0	+1.2%	$40.83	+7.0%
7	XLU	S&P SPDR	—	13,317.0	$611K	0.61%	+475.0	+3.7%	$45.89	-4.5%
8	NVDA	NVIDIA	Technology	3,094.0	$540K	0.54%	+154.0	+5.2%	$174.40	+26.8%
9	PM	PHILIP MORRIS	Consumer Defensive	2,894.0	$478K	0.48%	+365.0	+14.4%	$165.34	+14.6%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 19.6%

Financial Services 18.0%

Healthcare 12.3%

Communication Services 11.2%

Consumer Cyclical 9.8%

Consumer Defensive 9.3%

Energy 8.7%

Industrials 7.9%

Utilities 2.0%

Basic Materials 0.8%