Peoples Bank

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 4, 2024), Peoples Bank reported 318 stock positions worth $149.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.4% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Apple (AAPL, 3.2%). Compared with Q2 2024, it opened 55 new positions, sold out of 10, added to 22 and reduced 63. The biggest buy was a new position in Home Depot (HD) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
PRATT, KS
CIK
0001998269
Portfolio Value
$149.1M (Q3 2024)
SEC Filing
0001998269-24-000004 ↗ filed Oct 4, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $127.9M Q1 2024 Q2 2024: $128.1M Q2 2024 Q3 2024: $149.1M $149.1M Q3 2024 Q4 2024: $144.6M Q4 2024 Q1 2025: $147.4M Q1 2025 Q2 2025: $149.1M Q2 2025 Q3 2025: $100.7M Q3 2025 Q4 2025: $99.5M Q4 2025 Q1 2026: $99.4M Q1 2026 Q2 2026: $102.9M Q2 2026

Holdings 318 stocks · $149.1M
BRK.B Berkshire Hathaway Inc. Class B 6.43% 20,821 $9.6M No change
MSFT Microsoft Corp. 5.48% 18,969 $8.2M Reduce -0.4%
AAPL Apple Inc. 3.19% 20,420 $4.8M Reduce -0.1%
QQQ Invesco QQQ Trust Series 1 3.01% 9,183 $4.5M Add +1.4%
PFF iShares Preferred & Income S 2.94% 131,875 $4.4M Reduce -0.4%
XOM Exxon Mobil Corp. 2.59% 32,962 $3.9M Reduce -0.6%
MCD McDonald's Corp. 2.34% 11,460 $3.5M Reduce -0.1%
PEP Pepsico Inc. 2.31% 20,289 $3.5M Reduce -1.5%
GOOGL Alphabet Inc. Class A 2.09% 18,813 $3.1M Reduce -1.5%
JPM JPMorgan Chase & Co. 1.77% 12,541 $2.6M Reduce -0.0%
WMB Williams Cos Inc. 1.68% 54,809 $2.5M No change
WFC Wells Fargo & Co. 1.66% 43,909 $2.5M Reduce -1.1%
LOW Lowe's Cos Inc. 1.65% 9,072 $2.5M No change
WMT Walmart Inc. 1.57% 28,899 $2.3M Reduce -1.2%
GD General Dynamics Corp. 1.54% 7,587 $2.3M Reduce -0.1%
DVY iShares Select Dividend ETF 1.52% 16,786 $2.3M Add +6.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.52% 3,936 $2.3M Reduce -0.1%
HD Home Depot Inc. 1.47% 5,400 $2.2M New
VOO Vanguard S&P 500 ETF 1.41% 3,983 $2.1M Reduce -0.9%
XLRE SS Real Estate Select Sector 1.41% 46,947 $2.1M Add +125.6%
AMZN Amazon.com Inc. 1.40% 11,187 $2.1M Reduce -0.2%
ELV Elevance Health Inc. 1.33% 3,824 $2.0M No change
PG The Procter & Gamble Co. 1.21% 10,401 $1.8M No change
NEE Nextera Energy Inc. 1.18% 20,777 $1.8M No change
JNJ Johnson & Johnson 1.17% 10,785 $1.7M Reduce -1.1%
XLK SS Technology Select Sector 1.13% 7,473 $1.7M Reduce -18.3%
META Meta Platforms Inc. Class A 1.11% 2,897 $1.7M Reduce -0.2%
ORCL Oracle Corp. 1.11% 9,710 $1.7M No change
ADI Analog Devices Inc. 1.10% 7,095 $1.6M New
ENB Enbridge Inc. 1.06% 38,757 $1.6M Reduce -0.9%
CVX Chevron Corp. 1.01% 10,238 $1.5M Add +0.6%
CMCSA Comcast Corp. Class A 1.01% 36,090 $1.5M Add +1.1%
V Visa Inc. Class A 0.97% 5,250 $1.4M Reduce -1.1%
XLE SS Energy Select Sector 0.89% 15,066 $1.3M Reduce -1.3%
XLF SS Financial Select Sector 0.81% 26,795 $1.2M Add +0.8%
MDLZ Mondelez International Inc. Class A 0.80% 16,222 $1.2M Reduce -6.0%
PFE Pfizer Inc. 0.79% 40,629 $1.2M Reduce -7.6%
COR Cencora Inc. 0.74% 4,895 $1.1M New
TSM Taiwan Semiconductor-SP ADR 0.74% 6,315 $1.1M Reduce -17.3%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.73% 2,571 $1.1M No change
MDT Medtronic PLC 0.70% 11,614 $1.0M Reduce -5.3%
CVS CVS Health Corp. 0.69% 16,273 $1.0M Reduce -44.5%
CSCO Cisco Systems Inc. 0.69% 19,197 $1.0M New
SNY Sanofi-ADR 0.67% 17,340 $999K Reduce -4.5%
XLB SS Materials Select Sector 0.67% 10,311 $994K Add +1.5%
ABBV Abbvie Inc. 0.66% 4,985 $984K No change
UNH Unitedhealth Group Inc. 0.66% 1,682 $983K New
MCK McKesson Corp. 0.66% 1,975 $976K No change
KO The Coca-Cola Co. 0.65% 13,395 $963K Reduce -0.3%
VZ Verizon Communications Inc. 0.64% 21,341 $958K Reduce -3.5%
CME Cme Group Inc. 0.64% 4,325 $954K Reduce -1.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.63% 13,097 $941K No change
HON Honeywell International Inc. 0.62% 4,467 $923K New
MA Mastercard Inc. Class A 0.62% 1,863 $920K No change
UNP Union Pacific Corp. 0.56% 3,383 $834K New
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.54% 7,714 $809K Reduce -4.9%
OMC Omnicom Group 0.54% 7,740 $800K Reduce -2.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.52% 8,027 $772K Reduce -0.6%
IWM iShares Russell 2000 ETF 0.51% 3,433 $758K Add +105.7%
NVS Novartis AG-Sponsored ADR 0.50% 6,538 $752K Reduce -0.5%
D Dominion Energy Inc. 0.50% 12,934 $747K Reduce -0.8%
MMM 3M Co. 0.49% 5,350 $731K Reduce -2.7%
SBUX Starbucks Corp. 0.47% 7,170 $699K Reduce -1.6%
RTX RTX Corp. 0.45% 5,496 $666K New
PPG PPG Industries Inc. 0.44% 4,960 $657K No change
WTRG Essential Utilities Inc. 0.43% 16,589 $640K Reduce -1.2%
T AT&T Inc. 0.42% 28,763 $633K Reduce -2.4%
IWC iShares Micro-Cap ETF 0.42% 5,125 $632K Add +26.5%
NKE Nike Inc. Class B 0.42% 7,020 $621K Add +43.6%
VOX Vanguard Communication Servi 0.41% 4,177 $607K New
XLU St Sr Utl SL SE SPDR ETF-Usd 0.41% 7,516 $607K No change
CAT Caterpillar Inc. 0.40% 1,508 $590K No change
ADBE Adobe Inc. 0.37% 1,069 $553K Reduce -0.5%
MRK Merck & Co. Inc. 0.36% 4,745 $539K No change
KR Kroger Co. 0.35% 9,190 $526K Reduce -1.1%
EFA iShares MSCI Eafe ETF 0.35% 6,241 $522K Reduce -3.5%
LMT Lockheed Martin Corp. 0.35% 887 $518K No change
DHR Danaher Corp. 0.33% 1,795 $499K Reduce -0.6%
AWR American States Water Co. filed as AMER STATES WTR CO 0.33% 5,831 $486K No change
HSY The Hershey Co. 0.32% 2,500 $479K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.31% 4,150 $469K Add +277.3%
BA The Boeing Co. 0.26% 2,592 $394K No change
ABT Abbott Laboratories 0.26% 3,438 $392K Reduce -1.0%
GSK GSK PLC-Spon ADR 0.26% 9,570 $391K Reduce -0.7%
XLV SS Health Care Select Sector 0.26% 2,524 $389K No change
UBER Uber Technologies Inc. 0.25% 5,040 $379K New
PM Philip Morris International 0.25% 3,078 $374K No change
DVN Devon Energy Corp. 0.25% 9,500 $372K No change
XLP SS Consumer Staples Sel Sect 0.24% 4,368 $363K Reduce -0.7%
GRMN Garmin Ltd. 0.24% 2,050 $361K No change
CLX Clorox Company 0.24% 2,206 $359K No change
AEP American Electric Power 0.23% 3,387 $348K No change
CRM Salesforce Inc. 0.22% 1,225 $335K No change
FDX FedEx Corp. 0.22% 1,225 $335K No change
PAVE Global X US Infrastructure 0.22% 7,930 $326K Add +114.3%
BLK BlackRock Finance Inc. 0.22% 341 $324K No change
XLI SS Industrial Select Sector 0.22% 2,379 $322K No change
SCHW Schwab (charles) Corp. 0.21% 4,930 $320K Reduce -5.8%
TGT Target Corp. 0.20% 1,875 $292K No change
XLY SS Consumer Disc Select Sect 0.19% 1,436 $288K No change

Show all 318 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $15K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 500$15KNo change

Total filed on the 13F, all lines: $149.1M.

Portfolio Sells Q2 2024 → Q3 2024
MSFT Microsoft Corp. Reduce -0.4% 5.48% −1.16
CVS CVS Health Corp. Reduce -44.5% 0.69% −0.67
GOOGL Alphabet Inc. Class A Reduce -1.5% 2.09% −0.62
XLK SS Technology Select Sector Reduce -18.3% 1.13% −0.48
WFC Wells Fargo & Co. Reduce -1.1% 1.66% −0.39
XOM Exxon Mobil Corp. Reduce -0.6% 2.59% −0.39
PEP Pepsico Inc. Reduce -1.5% 2.31% −0.34
PFF iShares Preferred & Income S Reduce -0.4% 2.94% −0.32
TSM Taiwan Semiconductor-SP ADR Reduce -17.3% 0.74% −0.30
AMZN Amazon.com Inc. Reduce -0.2% 1.40% −0.29
JPM JPMorgan Chase & Co. Reduce -0.0% 1.77% −0.21
XLE SS Energy Select Sector Reduce -1.3% 0.89% −0.20
GD General Dynamics Corp. Reduce -0.1% 1.54% −0.18
PFE Pfizer Inc. Reduce -7.6% 0.79% −0.17
AAPL Apple Inc. Reduce -0.1% 3.19% −0.17
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 1.52% −0.16
VOO Vanguard S&P 500 ETF Reduce -0.9% 1.41% −0.16
V Visa Inc. Class A Reduce -1.1% 0.97% −0.12
DIS The Walt Disney Co. Reduce -0.6% 0.52% −0.11
INTC Intel Corp. Reduce -2.5% 0.19% −0.11
ADBE Adobe Inc. Reduce -0.5% 0.37% −0.09
SCHW Schwab (charles) Corp. Reduce -5.8% 0.21% −0.09
MDLZ Mondelez International Inc. Class A Reduce -6.0% 0.80% −0.08
JNJ Johnson & Johnson Reduce -1.1% 1.17% −0.07
VZ Verizon Communications Inc. Reduce -3.5% 0.64% −0.07
WTRG Essential Utilities Inc. Reduce -1.2% 0.43% −0.06
IFF Intl Flavors & Fragrances Reduce -4.9% 0.54% −0.06
MDT Medtronic PLC Reduce -5.3% 0.70% −0.05
EVRG Evergy Inc. Reduce -45.2% 0.06% −0.05
EFA iShares MSCI Eafe ETF Reduce -3.5% 0.35% −0.05
NVS Novartis AG-Sponsored ADR Reduce -0.5% 0.50% −0.04
CME Cme Group Inc. Reduce -1.4% 0.64% −0.03
XEL Xcel Energy Inc. Reduce -50.0% 0.03% −0.03
ENB Enbridge Inc. Reduce -0.9% 1.06% −0.03
META Meta Platforms Inc. Class A Reduce -0.2% 1.11% −0.03
GSK GSK PLC-Spon ADR Reduce -0.7% 0.26% −0.03
BAC Bank of America Corp. Reduce -1.4% 0.14% −0.03
KO The Coca-Cola Co. Reduce -0.3% 0.65% −0.02
GOOG Alphabet Inc. Class C Reduce -10.0% 0.05% −0.02
XLP SS Consumer Staples Sel Sect Reduce -0.7% 0.24% −0.02
ABT Abbott Laboratories Reduce -1.0% 0.26% −0.02
OMC Omnicom Group Reduce -2.4% 0.54% −0.02
SNY Sanofi-ADR Reduce -4.5% 0.67% −0.02
DHR Danaher Corp. Reduce -0.6% 0.33% −0.02
NVDA Nvidia Corp. Reduce -6.8% 0.06% −0.02
T AT&T Inc. Reduce -2.4% 0.42% −0.01
MUB iShares National Muni Bond E Sold out 0.00% −0.01
DUK Duke Energy Corp. Reduce -5.0% 0.18% −0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -11.8% 0.04% −0.01
CIBR First Trust Nasdaq Cybersecu Sold out 0.00% −0.01

Portfolio Buys Q2 2024 → Q3 2024
HD Home Depot Inc. New 1.47% +1.47
ADI Analog Devices Inc. New 1.10% +1.10
XLRE SS Real Estate Select Sector Add +125.6% 1.41% +0.78
COR Cencora Inc. New 0.74% +0.74
CSCO Cisco Systems Inc. New 0.69% +0.69
UNH Unitedhealth Group Inc. New 0.66% +0.66
HON Honeywell International Inc. New 0.62% +0.62
UNP Union Pacific Corp. New 0.56% +0.56
RTX RTX Corp. New 0.45% +0.45
VOX Vanguard Communication Servi New 0.41% +0.41
HSY The Hershey Co. New 0.32% +0.32
UBER Uber Technologies Inc. New 0.25% +0.25
IWM iShares Russell 2000 ETF Add +105.7% 0.51% +0.24
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +277.3% 0.31% +0.22
UPS United Parcel Service Class B New 0.15% +0.15
VLO Valero Energy Corp. New 0.14% +0.14
NKE Nike Inc. Class B Add +43.6% 0.42% +0.13
BAB Invesco Taxable Municipal Bo Add +350.3% 0.16% +0.12
PAVE Global X US Infrastructure Add +114.3% 0.22% +0.11
BDX Becton Dickinson and Co. New 0.09% +0.09
REMX Vaneck Rar Earth ND STG-Usdi New 0.07% +0.07
IWC iShares Micro-Cap ETF Add +26.5% 0.42% +0.06
AVGO Broadcom Inc. New 0.06% +0.06
USB US Bancorp New 0.05% +0.05
ITW Illinois Tool Works New 0.05% +0.05
IVV iShares Core S&P 500 ETF New 0.05% +0.05
PDD PDD Holdings Inc. New 0.05% +0.05
CHRW C.H. Robinson Worldwide Inc. New 0.04% +0.04
ZBH Zimmer Biomet Holdings Inc. Add +132.1% 0.09% +0.04
UA Under Armour Inc. Class C New 0.04% +0.04
DVY iShares Select Dividend ETF Add +6.7% 1.52% +0.04
AMT American Tower Corp. New 0.04% +0.04
SOLV Solventum Corp. New 0.03% +0.03
EW Edwards Lifesciences Corp. New 0.03% +0.03
VONE Vanguard Russell 1000 New 0.02% +0.02
FMDE Fidelity Enhanced Mid Cap Co. New 0.02% +0.02
HBAN Huntington Bancshares Inc. New 0.02% +0.02
SLV iShares Silver Trust Add +334.5% 0.02% +0.02
COO The Cooper Cos Inc. New 0.01% +0.01
VOD Vodafone Group PLC-SP ADR New 0.01% +0.01
SBLK Star Bulk Carriers Corp. New 0.01% +0.01
SCHI Schwab 5-10 Year Corporate B New 0.01% +0.01
ANDE The Andersons Inc. New 0.01% +0.01
LQDI iShares Inflation Hedged Cor New 0.01% +0.01
BUZZ Vaneck Social Sentiment ETF New 0.01% +0.01
GDX Vaneck Gold Miners ETF New 0.01% +0.01
ETHA iShares Ethereum Trust ETF New 0.01% +0.01
RSPU Invesco S&P 500 Equal Weight New 0.01% +0.01
FBTC Fidelity Wise Origin Bitcoin New 0.00% +0.00
IBIT iShares Bitcoin Trust ETF New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 98$102.9MGOOGL, BRK.B, AAPL, MSFT, VOO
Q1 2026 99$99.4MBRK.B, GOOGL, MSFT, AAPL, VOO
Q4 2025 98$99.5MMSFT, BRK.B, GOOGL, AAPL, QQQ
Q3 2025 97$100.7MMSFT, BRK.B, GOOGL, AAPL, PFF
Q2 2025 120$149.1MBRK.B, MSFT, QQQ, AAPL, PFF
Q1 2025 331$147.4MBRK.B, MSFT, AAPL, QQQ, PFF
Q4 2024 316$144.6MBRK.B, MSFT, AAPL, QQQ, PFF
Q3 2024 318$149.1MBRK.B, MSFT, AAPL, QQQ, PFF
Q2 2024 273$128.1MMSFT, BRK.B, QQQ, AAPL, PFF
Q1 2024 269$127.9MBRK.B, MSFT, PFF, QQQ, PEP