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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILIP MORRIS Consumer Defensive 2,869.0 $519K 0.50% -25.0 -0.9% $180.91 +7.1%
62 GLD SPDR GOLD TR Financial Services 1,383.0 $509K 0.49% -17.0 -1.2% $368.38 +15.9%
63 WTRG ESSENTIAL UTILS Utilities 12,952.0 $496K 0.48% -625.0 -4.6% $38.31 +6.3%
64 MRK MERCK & CO Healthcare 3,795.0 $488K 0.47% $128.50 +21.4%
65 GRMN GARMIN Technology 2,050.0 $487K 0.47% $237.54 +22.0%
66 MMM 3 M Industrials 2,922.0 $473K 0.46% $161.91 +11.3%
67 AEP AMERICAN ELECTRIC Utilities 3,456.0 $473K 0.46% +800.0 +30.1% $136.81 -10.1%
68 IWM ISHARES RUSSELL 1,569.0 $471K 0.46% $300.45 -0.5%
69 OMC OMNICOM GROUP Communication Services 6,305.0 $459K 0.45% -100.0 -1.6% $72.83 +21.5%
70 T AT&T Communication Services 22,003.0 $455K 0.44% -410.0 -1.8% $20.70 +24.6%
71 ADBE ADOBE SYS Technology 2,150.0 $441K 0.43% +193.0 +9.9% $205.02 +33.3%
72 SBUX STARBUCKS Consumer Cyclical 4,135.0 $423K 0.41% -50.0 -1.2% $102.19 +3.7%
73 CME CME GROUP Financial Services 1,904.0 $420K 0.41% -40.0 -2.1% $220.83 +26.2%
74 PSA PUBLIC STORAGE OPER CO Real Estate 1,286.0 $409K 0.40% $318.31 +0.9%
75 RTX RTX Industrials 2,114.0 $401K 0.39% $189.73 +10.5%
76 SCHW CHARLES SCHWAB Financial Services 4,331.0 $400K 0.39% +113.0 +2.7% $92.27 +22.4%
77 DVN DEVON ENERGY Energy 9,275.0 $383K 0.37% $41.32 +14.4%
78 C CITIGROUP Financial Services 2,690.0 $376K 0.37% -250.0 -8.5% $139.96 -4.8%
79 IFF INTERNATIONAL FLAVORS & Basic Materials 4,686.0 $371K 0.36% +228.0 +5.1% $79.22 +9.4%
80 LMT LOCKHEED MARTIN Industrials 700.0 $357K 0.35% $509.46 +9.3%
Page 4 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%