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Portfolio (Quarterly) Guide ↗

Peoples Bank/KS

· CIK 0001998269
13F Portfolio $103M AUM 98 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 17 Added 51 Reduced 4 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT Consumer Cyclical 3,120.0 $1.1M 1.07% -185.0 -5.6% $352.68 -4.2%
22 MCK MCKESSON Healthcare 1,440.0 $1.1M 1.06% -45.0 -3.0% $755.60 +19.8%
23 XLF S&P SPDR SELECT 17,987.0 $964K 0.94% -995.0 -5.2% $53.61 +8.8%
24 PG PROCTER & GAMBLE Consumer Defensive 6,385.0 $936K 0.91% -435.0 -6.4% $146.64 -0.8%
25 CVS CVS HEALTH Healthcare 8,985.0 $929K 0.90% -50.0 -0.6% $103.45 -10.2%
26 NVS NOVARTIS Healthcare 5,790.0 $907K 0.88% -200.0 -3.3% $156.72 +2.1%
27 HON HONEYWELL Industrials 3,922.0 $878K 0.85% -50.0 -1.3% $223.90 -3.7%
28 DIA SPDR DOW JONES INDUSTRIAL Financial Services 1,617.0 $845K 0.82% -105.0 -6.1% $522.39 +2.5%
29 UNP UNION PACIFIC Industrials 3,072.0 $836K 0.81% -50.0 -1.6% $272.00 +13.8%
30 KO COCA COLA Consumer Defensive 10,224.0 $831K 0.81% -200.0 -1.9% $81.27 +12.8%
31 META META PLATFORMS Communication Services 1,461.0 $823K 0.80% -18.0 -1.2% $563.29 +1.2%
32 IWC ISHARES MICRO CAP 3,750.0 $750K 0.73% -250.0 -6.2% $200.04 -0.7%
33 XLRE SELECT SECTOR SPDR TR 16,980.0 $748K 0.73% -100.0 -0.6% $44.03 +3.0%
34 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 12,309.0 $712K 0.69% -2K -11.5% $57.84 +8.9%
35 SPY SPDR S&P 500 Financial Services 936.0 $699K 0.68% -200.0 -17.6% $746.77 +2.6%
36 VZ VERIZON COMMUNICATIONS Communication Services 15,689.0 $664K 0.65% -570.0 -3.5% $42.34 +18.7%
37 CVX CHEVRON Energy 4,006.0 $664K 0.65% -40.0 -1.0% $165.76 +20.6%
38 CMCSA COMCAST Communication Services 26,899.0 $660K 0.64% -2K -6.3% $24.55 +10.4%
39 ABBV ABBVIE Healthcare 2,409.0 $606K 0.59% -285.0 -10.6% $251.64 +5.6%
40 PM PHILIP MORRIS Consumer Defensive 2,869.0 $519K 0.50% -25.0 -0.9% $180.91 +7.2%
Page 2 of 3  ·  51 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 21.8%
Financial Services 17.9%
Healthcare 11.9%
Communication Services 11.8%
Consumer Cyclical 9.3%
Consumer Defensive 8.7%
Industrials 8.2%
Energy 7.2%
Utilities 1.9%
Basic Materials 0.9%