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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
Page 1 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET Communication Services 15,053.0 $4.3M 4.36% -135.0 -0.9% $287.56 +36.6%
2 XOM EXXON MOBIL Energy 15,149.0 $2.6M 2.59% -130.0 -0.8% $169.66 -5.8%
3 PFF ISHARES TR U.S. 81,260.0 $2.5M 2.48% -1K -1.3% $30.32 +2.3%
4 QQQ INVESCO QQQ Financial Services 4,259.0 $2.5M 2.47% -147.0 -3.3% $577.18 +21.6%
5 WFC WELLS FARGO Financial Services 26,364.0 $2.1M 2.11% -1K -4.2% $79.61 -6.6%
6 MCD MCDONALDS Consumer Cyclical 5,815.0 $1.8M 1.82% -60.0 -1.0% $310.79 -9.1%
7 JPM JP MORGAN Financial Services 6,130.0 $1.8M 1.81% -65.0 -1.1% $294.16 +2.1%
8 ADI ANALOG Technology 5,667.0 $1.8M 1.81% -60.0 -1.1% $318.14 +31.4%
9 JNJ JOHNSON & Healthcare 7,340.0 $1.8M 1.80% -152.0 -2.0% $244.44 -6.3%
10 PEP PEPSICO Consumer Defensive 11,544.0 $1.8M 1.80% -260.0 -2.2% $155.29 -3.6%
11 GD GENERAL DYNAMICS Industrials 4,915.0 $1.7M 1.70% -25.0 -0.5% $343.22 -0.6%
12 AMZN AMAZON.COM Consumer Cyclical 8,088.0 $1.7M 1.70% -204.0 -2.5% $208.27 +25.2%
13 ENB ENBRIDGE Energy 29,720.0 $1.6M 1.62% -1K -3.5% $54.14 +3.8%
14 XLK S&P SPDR TECHNOLOGY SBI 11,592.0 $1.5M 1.55% -370.0 -3.1% $132.90 +30.9%
15 LOW LOWE'S COMPANIES Consumer Cyclical 6,093.0 $1.4M 1.45% -31.0 -0.5% $236.28 -8.8%
16 V VISA Financial Services 4,145.0 $1.3M 1.26% -115.0 -2.7% $302.24 +10.2%
17 HD HOME DEPOT Consumer Cyclical 3,305.0 $1.1M 1.09% -150.0 -4.3% $328.89 -10.4%
18 PG PROCTER & GAMBLE Consumer Defensive 6,820.0 $985K 0.99% -195.0 -2.8% $144.44 -1.8%
19 CAT CATERPILLAR Industrials 1,323.0 $937K 0.94% -50.0 -3.6% $708.46 +20.4%
20 XLF S&P SPDR SELECT 18,982.0 $937K 0.94% -340.0 -1.8% $49.37 +4.0%
Page 1 of 3  ·  53 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 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%