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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 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLP S&P SPDR CONSUMER 4,046.0 $336K 0.33% $83.07 +4.0%
82 APD AIR PRODS & Basic Materials 1,070.0 $314K 0.30% +260.0 +32.1% $293.18 +3.9%
83 COP CONOCO Energy 3,010.0 $313K 0.30% -90.0 -2.9% $103.96 +27.1%
84 DIS WALT DISNEY Communication Services 3,249.0 $313K 0.30% $96.25 +15.7%
85 BLK BLACKROCK Financial Services 324.0 $312K 0.30% $961.56 +22.3%
86 HYG ISHARES HIGH YIELD CORPORATE 3,325.0 $266K 0.26% $79.97 -0.2%
87 SLB SLB LIMITED Energy 5,695.0 $265K 0.26% $46.49 +15.4%
88 GSK GSK PLC SPONSORED Healthcare 5,030.0 $264K 0.26% $52.42 -0.9%
89 NEE NEXTERA Utilities 2,826.0 $248K 0.24% -2K -36.4% $87.77 -4.4%
90 XLI S&P SPDR 1,291.0 $239K 0.23% $185.23 -3.4%
91 PSX PHILLIPS Energy 1,405.0 $238K 0.23% $169.05 +42.4%
92 FDX FEDEX Industrials 745.0 $233K 0.23% -70.0 -8.6% $313.13 +6.1%
93 KDP KEURIG DR PEPPER Consumer Defensive 6,750.0 $221K 0.21% NEW $32.73 -2.3%
94 PAVE GLOBAL X FDS US INFR 3,655.0 $215K 0.21% -395.0 -9.8% $58.92 -5.2%
95 BROWN FORMAN 7,830.0 $209K 0.20% +50.0 +0.6% $26.65
96 AMD ADVANCED MICRO DEVICES Technology 358.0 $208K 0.20% NEW $580.91 -17.4%
97 SO SOUTHERN Utilities 2,150.0 $206K 0.20% $95.71 -5.9%
98 XLY S&P CONSUMER 1,734.0 $203K 0.20% NEW $117.28 +0.7%
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 21.8%
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%