Peoples Bank/KS

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CIK 1998269

13F portfolio (2026-Q1)

$99M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

20.6%

Top 10

32.5%

Effective N

53.6

HHI

0.019

This quarter

5 new · 0 exit →

By sector

Unclassified22.6%

Financials14.9%

Information Technology14.1%

Consumer Discretionary12.1%

Communication Services8.3%

Energy6.5%

Health Care6.4%

Industrials6.3%

Other8.8%

By market cap

Mega (>$200B)42.6%

Large ($10–200B)29.0%

Unknown28.0%

Mid ($2–10B)0.3%

By region

North America73.9%

Other22.6%

Europe2.3%

Asia-Pacific1.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	28.07%	24
Specialty Retail	6.60%	5
Oil, Gas & Consumable Fuels	6.48%	7
Software	6.27%	4
Pharmaceuticals & Biotechnology	5.67%	8
Banks	5.29%	4
Software & IT Services	5.21%	2
Technology Hardware & Equipment	4.33%	2
Aerospace & Defense	3.92%	5
Semiconductors & Semiconductor Equipment	3.52%	3
Distributors	2.72%	2
Beverages	2.60%	2
Hotels, Restaurants & Leisure	2.20%	2
Commercial Services & Supplies	2.18%	2
Chemicals	2.14%	4
Utilities	1.52%	4
Diversified Telecommunication Services	1.48%	2
Media & Entertainment	1.31%	2
Capital Markets	1.29%	3
Health Care Equipment & Supplies	1.12%	2
Machinery	0.94%	1
Insurance	0.88%	1
Food Products	0.81%	1
Road & Rail	0.76%	1
Food & Staples Retailing	0.65%	1
Automobiles & Components	0.59%	1
Tobacco	0.48%	1
Equity Real Estate Investment Trusts (REITs)	0.35%	1
Entertainment	0.32%	1
Airlines	0.29%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	BRK.B	BERKSHIRE HATHAWAY INC	Financials	5.22%
2	GOOGL	Alphabet Inc.	Communication Services	4.36%
3	MSFT	MICROSOFT CORP	Information Technology	4.35%
4	AAPL	Apple Inc.	Information Technology	3.41%
5	VOO	VANGUARD INDEX FDS	Unclassified	3.25%
6	XOM	EXXON MOBIL CORP	Energy	2.59%
7	PFF	ISHARES TR	Unclassified	2.48%
8	QQQ	INVESCO QQQ TR	Unclassified	2.47%
9	DVY	ISHARES TR	Unclassified	2.23%
10	WFC	WELLS FARGO & COMPANY/MN	Financials	2.11%

77/99 names classified · sector 77.4% of weight · industry 71.9% · mkt cap 72.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 11 quarters

FinancialsBRK.B, WFC, JPM, ELV, V · other

Information TechnologyMSFT, AAPL, ORCL, TSM, ADI · other

Consumer DiscretionaryMCD, WMT, AMZN, LOW, COR · other

Communication ServicesGOOGL, META, CMCSA, VZ, DIS · other

Health CareJNJ, PFE, MDT, SNY, NVS · other

Consumer StaplesPEP, CVS, MDLZ, KO, PM · other

EnergyXOM, ENB, CVX, DVN, COP · other

IndustrialsGD, CAT, HON, UNP, BA · other

UtilitiesWMB, NEE, WTRG, AWR, D · other

MaterialsPG, IFF, PPG, NKE, UL · other

Real EstateIRM, PSA, OHI, AMT, EQIX · other

UnclassifiedQQQ, PFF, VOO, DVY, XLK · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 77.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (70 classified)Peoples Bank/KS centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsEnergyConsumer StaplesHealth CareMaterialsUtilitiesReal Estate

Style box summary for Peoples Bank/KS: centroid Large Core. Heaviest cells: Large Value 22.8%, Large Growth 22.5%, Large Core 16.0%.

Classified: 66.8% of book weight (70/99 names) · unclassified 33.2%: BRK.B, VOO, PFF, QQQ, DVY, ENB, XLK, XLE, TSM, XLF +19 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 99 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	BRK.BBERKSHIRE HATHAWAY INC DEL	10,816	$5M	5.2%	ADD 7%
2	GOOGLALPHABET INC	15,053	$4M	4.4%	HOLD
3	MSFTMICROSOFT CORP	11,672	$4M	4.3%	HOLD
4	AAPLAPPLE INC	13,351	$3M	3.4%	ADD 2%
5	VOOVANGUARD INDEX FDS	5,401	$3M	3.2%	ADD 44%
6	XOMEXXON MOBIL CORP	15,149	$3M	2.6%	HOLD
7	PFFISHARES TR	81,260	$2M	2.5%	HOLD
8	QQQINVESCO QQQ TR	4,259	$2M	2.5%	TRIM −3%
9	DVYISHARES TR	14,638	$2M	2.2%	ADD 2%
10	WFCWELLS FARGO CO NEW	26,364	$2M	2.1%	TRIM −4%
11	WMTWALMART INC	16,450	$2M	2.1%	HOLD
12	MCDMCDONALDS CORP	5,815	$2M	1.8%	HOLD
13	JPMJPMORGAN CHASE & CO	6,130	$2M	1.8%	HOLD
14	ADIANALOG DEVICES INC	5,667	$2M	1.8%	HOLD
15	JNJJOHNSON & JOHNSON	7,340	$2M	1.8%	TRIM −2%
16	PEPPEPSICO INC	11,544	$2M	1.8%	TRIM −2%
17	GDGENERAL DYNAMICS CORP	4,915	$2M	1.7%	HOLD
18	AMZNAMAZON COM INC	8,088	$2M	1.7%	TRIM −2%
19	ENBENBRIDGE INC	29,720	$2M	1.6%	TRIM −4%
20	XLKSELECT SECTOR SPDR TR	11,592	$2M	1.6%	TRIM −3%
21	XLESELECT SECTOR SPDR TR	23,584	$1M	1.5%	HOLD
22	LOWLOWES COS INC	6,093	$1M	1.4%	HOLD
23	CORCENCORA INC	4,500	$1M	1.4%	HOLD
24	MCKMCKESSON CORP	1,485	$1M	1.3%	HOLD
25	VVISA INC	4,145	$1M	1.3%	TRIM −3%
26	ORCLORACLE CORP	8,217	$1M	1.2%	HOLD
27	TSMTAIWAN SEMICONDUCTOR MFG LTD	3,420	$1M	1.2%	HOLD
28	HDHOME DEPOT INC	3,305	$1M	1.1%	TRIM −4%
29	BNYBANK NEW YORK MELLON CORP	8,635	$1M	1.0%	HOLD
30	PGPROCTER AND GAMBLE CO	6,820	$985,081	1.0%	TRIM −3%
31	CATCATERPILLAR INC	1,323	$937,293	0.9%	TRIM −4%
32	XLFSELECT SECTOR SPDR TR	18,982	$937,141	0.9%	HOLD
33	MAMASTERCARD INCORPORATED	1,837	$917,875	0.9%	TRIM −3%
34	CSCOCISCO SYS INC	11,826	$917,579	0.9%	TRIM −4%
35	NVSNOVARTIS AG	5,990	$914,973	0.9%	HOLD
36	HONHONEYWELL INTL INC	3,972	$897,791	0.9%	TRIM −3%
37	ELVELEVANCE HEALTH INC FORMERLY	2,997	$877,372	0.9%	TRIM −4%
38	METAMETA PLATFORMS INC	1,479	$846,180	0.9%	TRIM −3%
39	CVXCHEVRON CORP NEW	4,046	$837,117	0.8%	TRIM −3%
40	CMCSACOMCAST CORP NEW	28,716	$824,436	0.8%	TRIM −4%
41	XLBSELECT SECTOR SPDR TR	16,462	$822,606	0.8%	HOLD
42	VZVERIZON COMMUNICATIONS INC	16,259	$816,202	0.8%	HOLD
43	MDLZMONDELEZ INTL INC	13,904	$801,427	0.8%	ADD 2%
44	DIASPDR DOW JONES INDL AVERAGE	1,722	$797,613	0.8%	TRIM −4%
45	KOCOCA COLA CO	10,424	$792,745	0.8%	HOLD
46	SNYSANOFI SA	16,315	$786,057	0.8%	TRIM −2%
47	UNPUNION PAC CORP	3,122	$757,460	0.8%	HOLD
48	VOXVANGUARD WORLD FD	4,180	$751,731	0.8%	HOLD
49	SPYSTATE STR SPDR S&P 500 ETF T	1,136	$738,786	0.7%	TRIM −3%
50	EFAISHARES TR	7,531	$731,486	0.7%	TRIM −4%
51	XLRESELECT SECTOR SPDR TR	17,080	$697,376	0.7%	HOLD
52	MDTMEDTRONIC PLC	8,005	$693,633	0.7%	HOLD
53	TAT&T INC	22,413	$649,753	0.7%	HOLD
54	CVSCVS HEALTH CORP	9,035	$648,894	0.7%	TRIM −4%
55	IWCISHARES TR	4,000	$638,440	0.6%	HOLD
56	PFEPFIZER INC	21,962	$616,693	0.6%	TRIM −3%
57	XLUSELECT SECTOR SPDR TR	13,317	$611,117	0.6%	ADD 4%
58	GLDSPDR GOLD TR	1,400	$602,406	0.6%	TRIM −8%
59	ABBVABBVIE INC	2,694	$585,918	0.6%	TRIM −10%
60	ULUNILEVER PLC	10,216	$582,006	0.6%	HOLD
61	TSLATESLA INC	1,564	$581,417	0.6%	NEW
62	CMECME GROUP INC	1,944	$574,160	0.6%	TRIM −7%
63	WTRGESSENTIAL UTILS INC	13,577	$546,746	0.6%	HOLD
64	NVDANVIDIA CORPORATION	3,094	$539,594	0.5%	ADD 5%
65	OMCOMNICOM GROUP INC	6,405	$482,361	0.5%	HOLD
66	PMPHILIP MORRIS INTL INC	2,894	$478,494	0.5%	ADD 14%
67	ADBEADOBE INC	1,957	$475,708	0.5%	TRIM −4%
68	GRMNGARMIN LTD	2,050	$475,621	0.5%	HOLD
69	DVNDEVON ENERGY CORP NEW	9,275	$466,718	0.5%	HOLD
70	MRKMERCK & CO INC	3,795	$456,501	0.5%	HOLD
71	IGIBISHARES TR	8,000	$425,760	0.4%	HOLD
72	MMM3M CO	2,922	$424,362	0.4%	HOLD
73	LMTLOCKHEED MARTIN CORP	700	$423,073	0.4%	HOLD
74	NEENEXTERA ENERGY INC	4,446	$412,944	0.4%	HOLD
75	RTXRTX CORPORATION	2,124	$409,720	0.4%	TRIM −8%
76	COPCONOCOPHILLIPS	3,100	$409,200	0.4%	HOLD
77	SCHWSCHWAB CHARLES CORP	4,218	$396,408	0.4%	HOLD
78	IWMISHARES TR	1,569	$389,112	0.4%	HOLD
79	SBUXSTARBUCKS CORP	4,185	$374,934	0.4%	TRIM −2%
80	PSAPUBLIC STORAGE OPER CO	1,286	$348,352	0.4%	NEW
81	AEPAMERICAN ELEC PWR CO INC	2,656	$348,148	0.4%	HOLD
82	CCITIGROUP INC	2,940	$333,425	0.3%	HOLD
83	XLPSELECT SECTOR SPDR TR	4,046	$331,691	0.3%	HOLD
84	IFFINTERNATIONAL FLAVORS&FRAGRA	4,458	$323,428	0.3%	TRIM −17%
85	DISDISNEY WALT CO	3,249	$313,139	0.3%	TRIM −5%
86	BLKBLACKROCK INC	324	$311,594	0.3%	HOLD
87	KMXCARMAX INC	7,355	$305,821	0.3%	HOLD
88	SLBSCHLUMBERGER LTD	5,695	$292,666	0.3%	HOLD
89	FDXFEDEX CORP	815	$290,287	0.3%	HOLD
90	GSKGSK PLC	5,030	$277,606	0.3%	HOLD
91	HYGISHARES TR	3,325	$264,537	0.3%	HOLD
92	PSXPHILLIPS 66	1,405	$255,963	0.3%	NEW
93	APDAIR PRODS & CHEMS INC	810	$235,297	0.2%	HOLD
94	CRMSALESFORCE INC	1,219	$227,551	0.2%	HOLD
95	XLISELECT SECTOR SPDR TR	1,293	$209,117	0.2%	HOLD
96	SOSOUTHERN CO	2,150	$207,518	0.2%	NEW
97	PAVEGLOBAL X FDS	4,050	$205,781	0.2%	NEW
98	BF.BBROWN FORMAN CORP	7,780	$205,703	0.2%	TRIM −6%
99	ABTABBOTT LABS	1,960	$201,233	0.2%	TRIM −7%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BRK.BBERKSHIRE HATHAWAY INC DEL

21K

20K

10K

11K

$5M

GOOGLALPHABET INC

19K

16K

15K

$4M

MSFTMICROSOFT CORP

19K

12K

$4M

AAPLAPPLE INC

20K

21K

14K

13K

$3M

VOOVANGUARD INDEX FDS

$3M

XOMEXXON MOBIL CORP

33K

16K

15K

$3M

PFFISHARES TR

131K

130K

85K

82K

81K

$2M

QQQINVESCO QQQ TR

$2M

DVYISHARES TR

15K

14K

15K

$2M

WFCWELLS FARGO CO NEW

43K

42K

29K

28K

26K

$2M

WMTWALMART INC

29K

18K

17K

16K

$2M

MCDMCDONALDS CORP

11K

$2M

JPMJPMORGAN CHASE & CO

12K

$2M

ADIANALOG DEVICES INC

$2M

JNJJOHNSON & JOHNSON

11K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Peoples Bank/KS