Filed: 7/10/2025ACC: 0001998269-25-000003
📋 What this filing means
PEOPLES BANK/KS filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $149.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$149.10M
Total AUM (reported)
1.27M
Total Shares
Allocation by class
COMMON STOCK$112.21M75.3%
EXCHANGE TRADED FUND$27.57M18.5%
INT'L COMMON STOCK$6.78M4.5%
FIXED INCOME ETF$1.72M1.2%
INTERNATIONAL EQUITY ETF$813.5K0.5%
Portfolio Concentration
Top 3$24.00M16.1%
4–10$25.56M17.1%
11–25$34.29M23.0%
Rest$65.24M43.8%
Top 3 weight
16.1%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Sole
Full voting authority
1.27M
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)
Sole120
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings120
Rows:
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares20.47K
TypeSH
Market value$9.94M
6.67%
Sole
20.47K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares18.94K
TypeSH
Market value$9.42M
6.32%
Sole
18.94K
Shared
0.00
None
0.00
INVESCO QQQ TRUST
SOLEShares8.40K
TypeSH
Market value$4.63M
3.11%
Sole
8.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.66K
TypeSH
Market value$4.24M
2.84%
Sole
20.66K
Shared
0.00
None
0.00
ISHARES TR U.S. PFD STK ETF
SOLEShares130.02K
TypeSH
Market value$3.99M
2.68%
Sole
130.02K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares12.39K
TypeSH
Market value$3.59M
2.41%
Sole
12.39K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares32.77K
TypeSH
Market value$3.53M
2.37%
Sole
32.77K
Shared
0.00
None
0.00
WILLIAMS COS INC DEL COM
SOLEShares54.81K
TypeSH
Market value$3.44M
2.31%
Sole
54.81K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.27K
TypeSH
Market value$3.40M
2.28%
Sole
19.27K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares42.14K
TypeSH
Market value$3.38M
2.26%
Sole
42.14K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares11.10K
TypeSH
Market value$3.24M
2.17%
Sole
11.10K
Shared
0.00
None
0.00
WAL-MART STORES INC
SOLEShares29.34K
TypeSH
Market value$2.87M
1.92%
Sole
29.34K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares20.39K
TypeSH
Market value$2.69M
1.81%
Sole
20.39K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares11.31K
TypeSH
Market value$2.48M
1.66%
Sole
11.31K
Shared
0.00
None
0.00
NORCAP DIVERSIFIED PREMIUM LP
SOLEShares842.00
TypeSH
Market value$2.46M
1.65%
Sole
842.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF
SOLEShares3.80K
TypeSH
Market value$2.35M
1.57%
Sole
3.80K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares7.47K
TypeSH
Market value$2.18M
1.46%
Sole
7.47K
Shared
0.00
None
0.00
VANGUARD S&P 500 INDEX ETF
SOLEShares3.82K
TypeSH
Market value$2.17M
1.46%
Sole
3.82K
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares9.59K
TypeSH
Market value$2.10M
1.41%
Sole
9.59K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.81K
TypeSH
Market value$2.08M
1.39%
Sole
2.81K
Shared
0.00
None
0.00
ISHARES SELECT DIVIDEND INDX
SOLEShares15.12K
TypeSH
Market value$2.01M
1.35%
Sole
15.12K
Shared
0.00
None
0.00
S&P SPDR TECHNOLOGY SBI INT-TECH
SOLEShares7.81K
TypeSH
Market value$1.98M
1.33%
Sole
7.81K
Shared
0.00
None
0.00
LOWE'S COMPANIES INC
SOLEShares8.84K
TypeSH
Market value$1.96M
1.32%
Sole
8.84K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares5.25K
TypeSH
Market value$1.92M
1.29%
Sole
5.25K
Shared
0.00
None
0.00
VISA INC
SOLEShares5.10K
TypeSH
Market value$1.81M
1.21%
Sole
5.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Common Stock | 20.47K | SH | $9.94M 6.67% | 20.47K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | Common Stock | 18.94K | SH | $9.42M 6.32% | 18.94K | 0.00 | 0.00 |
INVESCO QQQ TRUSTSOLE | Exchange Traded Fund | 8.40K | SH | $4.63M 3.11% | 8.40K | 0.00 | 0.00 |
APPLE INCSOLE | Common Stock | 20.66K | SH | $4.24M 2.84% | 20.66K | 0.00 | 0.00 |
ISHARES TR U.S. PFD STK ETFSOLE | Exchange Traded Fund | 130.02K | SH | $3.99M 2.68% | 130.02K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | Common Stock | 12.39K | SH | $3.59M 2.41% | 12.39K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | Common Stock | 32.77K | SH | $3.53M 2.37% | 32.77K | 0.00 | 0.00 |
WILLIAMS COS INC DEL COMSOLE | Common Stock | 54.81K | SH | $3.44M 2.31% | 54.81K | 0.00 | 0.00 |
ALPHABET INCSOLE | Common Stock | 19.27K | SH | $3.40M 2.28% | 19.27K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | Common Stock | 42.14K | SH | $3.38M 2.26% | 42.14K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | Common Stock | 11.10K | SH | $3.24M 2.17% | 11.10K | 0.00 | 0.00 |
WAL-MART STORES INCSOLE | Common Stock | 29.34K | SH | $2.87M 1.92% | 29.34K | 0.00 | 0.00 |
PEPSICO INCSOLE | Common Stock | 20.39K | SH | $2.69M 1.81% | 20.39K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | Common Stock | 11.31K | SH | $2.48M 1.66% | 11.31K | 0.00 | 0.00 |
NORCAP DIVERSIFIED PREMIUM LPSOLE | Common Stock | 842.00 | SH | $2.46M 1.65% | 842.00 | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | Exchange Traded Fund | 3.80K | SH | $2.35M 1.57% | 3.80K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | Common Stock | 7.47K | SH | $2.18M 1.46% | 7.47K | 0.00 | 0.00 |
VANGUARD S&P 500 INDEX ETFSOLE | Exchange Traded Fund | 3.82K | SH | $2.17M 1.46% | 3.82K | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | Common Stock | 9.59K | SH | $2.10M 1.41% | 9.59K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | Common Stock | 2.81K | SH | $2.08M 1.39% | 2.81K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND INDXSOLE | Exchange Traded Fund | 15.12K | SH | $2.01M 1.35% | 15.12K | 0.00 | 0.00 |
S&P SPDR TECHNOLOGY SBI INT-TECHSOLE | Exchange Traded Fund | 7.81K | SH | $1.98M 1.33% | 7.81K | 0.00 | 0.00 |
LOWE'S COMPANIES INCSOLE | Common Stock | 8.84K | SH | $1.96M 1.32% | 8.84K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | Common Stock | 5.25K | SH | $1.92M 1.29% | 5.25K | 0.00 | 0.00 |
VISA INCSOLE | Common Stock | 5.10K | SH | $1.81M 1.21% | 5.10K | 0.00 | 0.00 |
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