Filed: 4/8/2025ACC: 0001998269-25-000002
📋 What this filing means
PEOPLES BANK/KS filed this quarterly 13F‑HR report disclosing 332 equity positions with a total reported market value of $147.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
332
Positions
$147.46M
Total AUM (reported)
1.42M
Total Shares
Allocation by class
COMMON STOCKS$111.22M75.4%
EXCHANGE TRADED FUNDS-STOCKS$28.01M19.0%
FOREIGN STOCKS$5.71M3.9%
EXCHANGE TRADED FUNDS-BONDS$1.50M1.0%
EXCH TR FUNDS-FOREIGN STOCKS$932.9K0.6%
CLOSED END BOND FUNDS$57.5K0.0%
WARRANTS & RIGHTS$13.8K0.0%
Portfolio Concentration
Top 3$22.62M15.3%
4–10$24.76M16.8%
11–25$32.27M21.9%
Rest$67.81M46.0%
Top 3 weight
15.3%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 1.42M
Sole
Full voting authority
1.42M
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)
Sole332
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings332
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares20.50K
TypeSH
Market value$10.92M
7.41%
Sole
20.50K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares18.94K
TypeSH
Market value$7.11M
4.82%
Sole
18.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.66K
TypeSH
Market value$4.59M
3.11%
Sole
20.66K
Shared
0.00
None
0.00
INVESCO QQQ TRUST
SOLEShares8.60K
TypeSH
Market value$4.03M
2.74%
Sole
8.60K
Shared
0.00
None
0.00
ISHARES TR U.S. PFD STK ETF
SOLEShares129.66K
TypeSH
Market value$3.98M
2.70%
Sole
129.66K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares32.52K
TypeSH
Market value$3.87M
2.62%
Sole
32.52K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares11.30K
TypeSH
Market value$3.53M
2.39%
Sole
11.30K
Shared
0.00
None
0.00
WILLIAMS COS INC DEL COM
SOLEShares54.81K
TypeSH
Market value$3.28M
2.22%
Sole
54.81K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares12.39K
TypeSH
Market value$3.04M
2.06%
Sole
12.39K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares42.25K
TypeSH
Market value$3.03M
2.06%
Sole
42.25K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares20.19K
TypeSH
Market value$3.03M
2.05%
Sole
20.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.36K
TypeSH
Market value$2.99M
2.03%
Sole
19.36K
Shared
0.00
None
0.00
WAL-MART STORES INC
SOLEShares29.34K
TypeSH
Market value$2.58M
1.75%
Sole
29.34K
Shared
0.00
None
0.00
S&P SPDR SELECT ENERGY
SOLEShares23.92K
TypeSH
Market value$2.24M
1.52%
Sole
23.92K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares11.39K
TypeSH
Market value$2.17M
1.47%
Sole
11.39K
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares3.78K
TypeSH
Market value$2.12M
1.43%
Sole
3.78K
Shared
0.00
None
0.00
LOWE'S COMPANIES INC
SOLEShares8.99K
TypeSH
Market value$2.10M
1.42%
Sole
8.99K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares7.54K
TypeSH
Market value$2.06M
1.39%
Sole
7.54K
Shared
0.00
None
0.00
ISHARES SELECT DIVIDEND INDX
SOLEShares14.78K
TypeSH
Market value$1.98M
1.35%
Sole
14.78K
Shared
0.00
None
0.00
VANGUARD S&P 500 INDEX ETF
SOLEShares3.79K
TypeSH
Market value$1.95M
1.32%
Sole
3.79K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares5.27K
TypeSH
Market value$1.93M
1.31%
Sole
5.27K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.17K
TypeSH
Market value$1.81M
1.23%
Sole
5.17K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares10.76K
TypeSH
Market value$1.78M
1.21%
Sole
10.76K
Shared
0.00
None
0.00
PROCTER & GAMBLE COMPANY
SOLEShares10.42K
TypeSH
Market value$1.78M
1.20%
Sole
10.42K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares10.57K
TypeSH
Market value$1.77M
1.20%
Sole
10.57K
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 | 20.50K | SH | $10.92M 7.41% | 20.50K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COMMON STOCKS | 18.94K | SH | $7.11M 4.82% | 18.94K | 0.00 | 0.00 |
APPLE INCSOLE | COMMON STOCKS | 20.66K | SH | $4.59M 3.11% | 20.66K | 0.00 | 0.00 |
INVESCO QQQ TRUSTSOLE | EXCHANGE TRADED FUNDS-STOCKS | 8.60K | SH | $4.03M 2.74% | 8.60K | 0.00 | 0.00 |
ISHARES TR U.S. PFD STK ETFSOLE | EXCHANGE TRADED FUNDS-STOCKS | 129.66K | SH | $3.98M 2.70% | 129.66K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COMMON STOCKS | 32.52K | SH | $3.87M 2.62% | 32.52K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COMMON STOCKS | 11.30K | SH | $3.53M 2.39% | 11.30K | 0.00 | 0.00 |
WILLIAMS COS INC DEL COMSOLE | COMMON STOCKS | 54.81K | SH | $3.28M 2.22% | 54.81K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COMMON STOCKS | 12.39K | SH | $3.04M 2.06% | 12.39K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COMMON STOCKS | 42.25K | SH | $3.03M 2.06% | 42.25K | 0.00 | 0.00 |
PEPSICO INCSOLE | COMMON STOCKS | 20.19K | SH | $3.03M 2.05% | 20.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | COMMON STOCKS | 19.36K | SH | $2.99M 2.03% | 19.36K | 0.00 | 0.00 |
WAL-MART STORES INCSOLE | COMMON STOCKS | 29.34K | SH | $2.58M 1.75% | 29.34K | 0.00 | 0.00 |
S&P SPDR SELECT ENERGYSOLE | EXCHANGE TRADED FUNDS-STOCKS | 23.92K | SH | $2.24M 1.52% | 23.92K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COMMON STOCKS | 11.39K | SH | $2.17M 1.47% | 11.39K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | EXCHANGE TRADED FUNDS-STOCKS | 3.78K | SH | $2.12M 1.43% | 3.78K | 0.00 | 0.00 |
LOWE'S COMPANIES INCSOLE | COMMON STOCKS | 8.99K | SH | $2.10M 1.42% | 8.99K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COMMON STOCKS | 7.54K | SH | $2.06M 1.39% | 7.54K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND INDXSOLE | EXCHANGE TRADED FUNDS-STOCKS | 14.78K | SH | $1.98M 1.35% | 14.78K | 0.00 | 0.00 |
VANGUARD S&P 500 INDEX ETFSOLE | EXCHANGE TRADED FUNDS-STOCKS | 3.79K | SH | $1.95M 1.32% | 3.79K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COMMON STOCKS | 5.27K | SH | $1.93M 1.31% | 5.27K | 0.00 | 0.00 |
VISA INCSOLE | COMMON STOCKS | 5.17K | SH | $1.81M 1.23% | 5.17K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COMMON STOCKS | 10.76K | SH | $1.78M 1.21% | 10.76K | 0.00 | 0.00 |
PROCTER & GAMBLE COMPANYSOLE | COMMON STOCKS | 10.42K | SH | $1.78M 1.20% | 10.42K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COMMON STOCKS | 10.57K | SH | $1.77M 1.20% | 10.57K | 0.00 | 0.00 |
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