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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 3 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLB S&P SPDR 16,438.0 $836K 0.81% $50.83 +5.0%
42 KO COCA COLA Consumer Defensive 10,224.0 $831K 0.81% -200.0 -1.9% $81.27 +12.6%
43 META META PLATFORMS Communication Services 1,461.0 $823K 0.80% -18.0 -1.2% $563.29 +0.3%
44 EFA ISHARES MSCI 7,574.0 $787K 0.77% +43.0 +0.6% $103.88 +4.5%
45 VOX VANGUARD COMMUNICATION 4,180.0 $769K 0.75% $183.95 +2.4%
46 IWC ISHARES MICRO CAP 3,750.0 $750K 0.73% -250.0 -6.2% $200.04 -1.0%
47 XLRE SELECT SECTOR SPDR TR 16,980.0 $748K 0.73% -100.0 -0.6% $44.03 +3.0%
48 MDLZ MONDELEZ INTERNATIONAL Consumer Defensive 12,309.0 $712K 0.69% -2K -11.5% $57.84 +9.6%
49 SPY SPDR S&P 500 Financial Services 936.0 $699K 0.68% -200.0 -17.6% $746.77 +2.5%
50 SNY SANOFI Healthcare 16,375.0 $699K 0.68% $42.66 +7.3%
51 VZ VERIZON COMMUNICATIONS Communication Services 15,689.0 $664K 0.65% -570.0 -3.5% $42.34 +18.5%
52 CVX CHEVRON Energy 4,006.0 $664K 0.65% -40.0 -1.0% $165.76 +21.4%
53 TSLA TESLA Consumer Cyclical 1,576.0 $663K 0.64% +12.0 +0.8% $420.60 -15.8%
54 CMCSA COMCAST Communication Services 26,899.0 $660K 0.64% -2K -6.3% $24.55 +11.0%
55 NVDA NVIDIA Technology 3,246.0 $649K 0.63% +152.0 +4.9% $200.09 +5.9%
56 MDT MEDTRONIC Healthcare 8,142.0 $637K 0.62% +137.0 +1.7% $78.23 +17.6%
57 UNILEVER PLC 10,216.0 $614K 0.60% $60.12
58 XLU S&P SPDR 13,425.0 $609K 0.59% +108.0 +0.8% $45.34 -4.6%
59 ABBV ABBVIE Healthcare 2,409.0 $606K 0.59% -285.0 -10.6% $251.64 +5.8%
60 PFE PFIZER Healthcare 21,916.0 $528K 0.51% $24.08 +18.1%
Page 3 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 21.8%
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%