Filed: 1/8/2025ACC: 0001998269-25-000001
📋 What this filing means
PEOPLES BANK/KS filed this quarterly 13F‑HR report disclosing 317 equity positions with a total reported market value of $144.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
317
Positions
$144.57M
Total AUM (reported)
1.40M
Total Shares
Allocation by class
COMMON STOCKS$108.92M75.3%
EXCHANGE TRADED FUNDS-STOCKS$29.23M20.2%
FOREIGN STOCKS$5.51M3.8%
EXCH TR FUNDS-FOREIGN STOCKS$464.3K0.3%
EXCHANGE TRADED FUNDS-BONDS$368.7K0.3%
CLOSED END BOND FUNDS$56.1K0.0%
WARRANTS & RIGHTS$13.8K0.0%
Portfolio Concentration
Top 3$22.47M15.5%
4–10$25.18M17.4%
11–25$32.02M22.1%
Rest$64.90M44.9%
Top 3 weight
15.5%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Sole
Full voting authority
1.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole317
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings317
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares20.77K
TypeSH
Market value$9.41M
6.51%
Sole
20.77K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares18.96K
TypeSH
Market value$7.99M
5.53%
Sole
18.96K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.22K
TypeSH
Market value$5.06M
3.50%
Sole
20.22K
Shared
0.00
None
0.00
INVESCO QQQ TRUST
SOLEShares8.96K
TypeSH
Market value$4.58M
3.17%
Sole
8.96K
Shared
0.00
None
0.00
ISHARES TR U.S. PFD STK ETF
SOLEShares131.38K
TypeSH
Market value$4.13M
2.86%
Sole
131.38K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares18.82K
TypeSH
Market value$3.56M
2.46%
Sole
18.82K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares32.82K
TypeSH
Market value$3.53M
2.44%
Sole
32.82K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares11.40K
TypeSH
Market value$3.30M
2.29%
Sole
11.40K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares20.18K
TypeSH
Market value$3.07M
2.12%
Sole
20.18K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares42.79K
TypeSH
Market value$3.01M
2.08%
Sole
42.79K
Shared
0.00
None
0.00
WILLIAMS COS INC DEL COM
SOLEShares54.81K
TypeSH
Market value$2.97M
2.05%
Sole
54.81K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares12.35K
TypeSH
Market value$2.96M
2.05%
Sole
12.35K
Shared
0.00
None
0.00
WAL-MART STORES INC
SOLEShares28.89K
TypeSH
Market value$2.61M
1.81%
Sole
28.89K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares11.14K
TypeSH
Market value$2.44M
1.69%
Sole
11.14K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares3.94K
TypeSH
Market value$2.31M
1.60%
Sole
3.94K
Shared
0.00
None
0.00
LOWE'S COMPANIES INC
SOLEShares8.88K
TypeSH
Market value$2.19M
1.52%
Sole
8.88K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares5.37K
TypeSH
Market value$2.09M
1.44%
Sole
5.37K
Shared
0.00
None
0.00
VANGUARD S&P 500 INDEX ETF
SOLEShares3.83K
TypeSH
Market value$2.07M
1.43%
Sole
3.83K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares7.57K
TypeSH
Market value$1.99M
1.38%
Sole
7.57K
Shared
0.00
None
0.00
ISHARES SELECT DIVIDEND INDX
SOLEShares15.18K
TypeSH
Market value$1.99M
1.38%
Sole
15.18K
Shared
0.00
None
0.00
PROCTER & GAMBLE COMPANY
SOLEShares10.34K
TypeSH
Market value$1.73M
1.20%
Sole
10.34K
Shared
0.00
None
0.00
S&P SPDR TECHNOLOGY SBI INT-TECH
SOLEShares7.39K
TypeSH
Market value$1.72M
1.19%
Sole
7.39K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.86K
TypeSH
Market value$1.67M
1.16%
Sole
2.86K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.23K
TypeSH
Market value$1.65M
1.14%
Sole
5.23K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares38.38K
TypeSH
Market value$1.63M
1.13%
Sole
38.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | COMMON STOCKS | 20.77K | SH | $9.41M 6.51% | 20.77K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COMMON STOCKS | 18.96K | SH | $7.99M 5.53% | 18.96K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCKS | 20.22K | SH | $5.06M 3.50% | 20.22K | 0.00 | 0.00 |
INVESCO QQQ TRUSTSOLE | EXCHANGE TRADED FUNDS-STOCKS | 8.96K | SH | $4.58M 3.17% | 8.96K | 0.00 | 0.00 |
ISHARES TR U.S. PFD STK ETFSOLE | EXCHANGE TRADED FUNDS-STOCKS | 131.38K | SH | $4.13M 2.86% | 131.38K | 0.00 | 0.00 |
ALPHABET INCSOLE | COMMON STOCKS | 18.82K | SH | $3.56M 2.46% | 18.82K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COMMON STOCKS | 32.82K | SH | $3.53M 2.44% | 32.82K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COMMON STOCKS | 11.40K | SH | $3.30M 2.29% | 11.40K | 0.00 | 0.00 |
PEPSICO INCSOLE | COMMON STOCKS | 20.18K | SH | $3.07M 2.12% | 20.18K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COMMON STOCKS | 42.79K | SH | $3.01M 2.08% | 42.79K | 0.00 | 0.00 |
WILLIAMS COS INC DEL COMSOLE | COMMON STOCKS | 54.81K | SH | $2.97M 2.05% | 54.81K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COMMON STOCKS | 12.35K | SH | $2.96M 2.05% | 12.35K | 0.00 | 0.00 |
WAL-MART STORES INCSOLE | COMMON STOCKS | 28.89K | SH | $2.61M 1.81% | 28.89K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCKS | 11.14K | SH | $2.44M 1.69% | 11.14K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | EXCHANGE TRADED FUNDS-STOCKS | 3.94K | SH | $2.31M 1.60% | 3.94K | 0.00 | 0.00 |
LOWE'S COMPANIES INCSOLE | COMMON STOCKS | 8.88K | SH | $2.19M 1.52% | 8.88K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COMMON STOCKS | 5.37K | SH | $2.09M 1.44% | 5.37K | 0.00 | 0.00 |
VANGUARD S&P 500 INDEX ETFSOLE | EXCHANGE TRADED FUNDS-STOCKS | 3.83K | SH | $2.07M 1.43% | 3.83K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COMMON STOCKS | 7.57K | SH | $1.99M 1.38% | 7.57K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND INDXSOLE | EXCHANGE TRADED FUNDS-STOCKS | 15.18K | SH | $1.99M 1.38% | 15.18K | 0.00 | 0.00 |
PROCTER & GAMBLE COMPANYSOLE | COMMON STOCKS | 10.34K | SH | $1.73M 1.20% | 10.34K | 0.00 | 0.00 |
S&P SPDR TECHNOLOGY SBI INT-TECHSOLE | EXCHANGE TRADED FUNDS-STOCKS | 7.39K | SH | $1.72M 1.19% | 7.39K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COMMON STOCKS | 2.86K | SH | $1.67M 1.16% | 2.86K | 0.00 | 0.00 |
VISA INCSOLE | COMMON STOCKS | 5.23K | SH | $1.65M 1.14% | 5.23K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | FOREIGN STOCKS | 38.38K | SH | $1.63M 1.13% | 38.38K | 0.00 | 0.00 |
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