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Portfolio (Quarterly) Guide ↗

Peoples Bank/KS

· CIK 0001998269
13F Portfolio $99M AUM 98 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New
Page 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 LMT LOCKHEED MARTIN Industrials 700.0 $339K 0.34% NEW $483.67 +9.2%
82 CRM SALESFORCE Technology 1,219.0 $323K 0.33% NEW $264.91 -32.2%
83 XLP S&P SPDR CONSUMER 4,046.0 $314K 0.32% NEW $77.68 +10.8%
84 AEP AMERICAN ELECTRIC Utilities 2,657.0 $306K 0.31% NEW $115.31 +11.8%
85 COP CONOCO Energy 3,160.0 $296K 0.30% NEW $93.61 +33.0%
86 KMX CARMAX Consumer Cyclical 7,370.0 $285K 0.29% NEW $38.64 -4.1%
87 HYG ISHARES HIGH YIELD CORPORATE 3,390.0 $273K 0.28% NEW $80.63 -1.6%
88 ABT ABBOTT Healthcare 2,110.0 $264K 0.27% NEW $125.29 -29.1%
89 GSK GSK PLC SPONSORED Healthcare 5,030.0 $247K 0.25% NEW $49.04 +2.5%
90 BDX BECTON DICKINSON Healthcare 1,230.0 $239K 0.24% NEW $194.07 -24.3%
91 FDX FEDEX Industrials 815.0 $235K 0.24% NEW $288.86 +28.0%
92 XLY S&P CONSUMER 1,934.0 $231K 0.23% NEW $119.41 -3.7%
93 SLB SLB LIMITED Energy 5,695.0 $219K 0.22% NEW $38.38 +48.9%
94 LLY ELI LILLY & CO Healthcare 200.0 $215K 0.22% NEW $1074.68 -8.1%
95 BROWN FORMAN 8,245.0 $215K 0.22% NEW $26.06
96 XLI S&P SPDR 1,293.0 $201K 0.20% NEW $155.12 +8.8%
97 DG DOLLAR GENERAL Consumer Defensive 1,510.0 $200K 0.20% NEW $132.77 -20.0%
98 APD AIR PRODS & Basic Materials 810.0 $200K 0.20% NEW $247.02 +18.1%
Page 5 of 5  ·  98 positions

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 21.7%
Financial Services 19.7%
Healthcare 12.8%
Communication Services 11.7%
Consumer Cyclical 9.3%
Consumer Defensive 8.8%
Industrials 7.2%
Energy 6.4%
Utilities 1.6%
Basic Materials 0.7%