Peoples Bank

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 8, 2025), Peoples Bank reported 316 stock positions worth $144.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 6.5% of the portfolio, followed by Microsoft (MSFT, 5.5%) and Apple (AAPL, 3.5%). Compared with Q3 2024, it opened 7 new positions, sold out of 9, added to 27 and reduced 86. The biggest buy was Global X US Infrastructure (PAVE, shares +265%) and the biggest sale SS Real Estate Select Sector (XLRE, shares −62%).

Most Recent 13F
Q2 2026
Location
PRATT, KS
CIK
0001998269
Portfolio Value
$144.6M (Q4 2024)
SEC Filing
0001998269-25-000001 ↗ filed Jan 8, 2025

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 Q3 2024 Q4 2024: $144.6M $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 316 stocks · $144.6M
BRK.B Berkshire Hathaway Inc. Class B 6.51% 20,771 $9.4M Reduce -0.2%
MSFT Microsoft Corp. 5.53% 18,964 $8.0M Reduce -0.0%
AAPL Apple Inc. 3.50% 20,217 $5.1M Reduce -1.0%
QQQ Invesco QQQ Trust Series 1 3.17% 8,963 $4.6M Reduce -2.4%
PFF iShares Preferred & Income S 2.86% 131,380 $4.1M Reduce -0.4%
GOOGL Alphabet Inc. Class A 2.46% 18,818 $3.6M Add +0.0%
XOM Exxon Mobil Corp. 2.44% 32,817 $3.5M Reduce -0.4%
MCD McDonald's Corp. 2.29% 11,401 $3.3M Reduce -0.5%
PEP Pepsico Inc. 2.12% 20,179 $3.1M Reduce -0.5%
WFC Wells Fargo & Co. 2.08% 42,789 $3.0M Reduce -2.5%
WMB Williams Cos Inc. 2.05% 54,809 $3.0M No change
JPM JPMorgan Chase & Co. 2.05% 12,354 $3.0M Reduce -1.5%
WMT Walmart Inc. 1.81% 28,894 $2.6M Reduce -0.0%
AMZN Amazon.com Inc. 1.69% 11,137 $2.4M Reduce -0.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.60% 3,936 $2.3M No change
LOW Lowe's Cos Inc. 1.52% 8,877 $2.2M Reduce -2.1%
HD Home Depot Inc. 1.44% 5,365 $2.1M Reduce -0.7%
VOO Vanguard S&P 500 ETF 1.43% 3,833 $2.1M Reduce -3.8%
GD General Dynamics Corp. 1.38% 7,567 $2.0M Reduce -0.3%
DVY iShares Select Dividend ETF 1.38% 15,176 $2.0M Reduce -9.6%
PG The Procter & Gamble Co. 1.20% 10,336 $1.7M Reduce -0.6%
XLK SS Technology Select Sector 1.19% 7,388 $1.7M Reduce -1.1%
META Meta Platforms Inc. Class A 1.16% 2,857 $1.7M Reduce -1.4%
V Visa Inc. Class A 1.14% 5,230 $1.7M Reduce -0.4%
ENB Enbridge Inc. 1.13% 38,383 $1.6M Reduce -1.0%
ORCL Oracle Corp. 1.10% 9,585 $1.6M Reduce -1.3%
JNJ Johnson & Johnson 1.07% 10,684 $1.5M Reduce -0.9%
NEE Nextera Energy Inc. 1.03% 20,777 $1.5M No change
CVX Chevron Corp. 1.03% 10,238 $1.5M No change
ADI Analog Devices Inc. 1.02% 6,960 $1.5M Reduce -1.9%
XLF SS Financial Select Sector 0.95% 28,410 $1.4M Add +6.0%
ELV Elevance Health Inc. 0.94% 3,694 $1.4M Reduce -3.4%
CMCSA Comcast Corp. Class A 0.91% 35,000 $1.3M Reduce -3.0%
XLE SS Energy Select Sector 0.90% 15,261 $1.3M Add +1.3%
PAVE Global X US Infrastructure 0.81% 28,975 $1.2M Add +265.4%
TSM Taiwan Semiconductor-SP ADR 0.80% 5,825 $1.2M Reduce -7.8%
CSCO Cisco Systems Inc. 0.78% 19,047 $1.1M Reduce -0.8%
MCK McKesson Corp. 0.78% 1,975 $1.1M No change
COR Cencora Inc. 0.76% 4,895 $1.1M No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.76% 2,571 $1.1M No change
PFE Pfizer Inc. 0.73% 39,813 $1.1M Reduce -2.0%
HON Honeywell International Inc. 0.70% 4,467 $1.0M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.69% 13,067 $1.0M Reduce -0.2%
CAT Caterpillar Inc. 0.68% 2,708 $982K Add +79.6%
CME Cme Group Inc. 0.68% 4,225 $981K Reduce -2.3%
MA Mastercard Inc. Class A 0.67% 1,843 $970K Reduce -1.1%
MDLZ Mondelez International Inc. Class A 0.67% 16,157 $965K Reduce -0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.61% 7,922 $882K Reduce -1.3%
ABBV Abbvie Inc. 0.61% 4,930 $876K Reduce -1.1%
XLB SS Materials Select Sector 0.59% 10,222 $860K Reduce -0.9%
UNH Unitedhealth Group Inc. 0.59% 1,677 $848K Reduce -0.3%
VZ Verizon Communications Inc. 0.58% 20,891 $835K Reduce -2.1%
KO The Coca-Cola Co. 0.58% 13,363 $832K Reduce -0.2%
MDT Medtronic PLC 0.57% 10,374 $829K Reduce -10.7%
SNY Sanofi-ADR 0.57% 16,985 $819K Reduce -2.0%
XLY SS Consumer Disc Select Sect 0.56% 3,601 $808K Add +150.8%
UNP Union Pacific Corp. 0.53% 3,383 $771K No change
IWM iShares Russell 2000 ETF 0.53% 3,478 $768K Add +1.3%
XLRE SS Real Estate Select Sector 0.50% 17,632 $717K Reduce -62.4%
IWC iShares Micro-Cap ETF 0.49% 5,485 $715K Add +7.0%
MMM 3M Co. 0.48% 5,350 $691K No change
T AT&T Inc. 0.48% 30,238 $688K Add +5.1%
VOX Vanguard Communication Servi 0.48% 4,432 $687K Add +6.1%
CVS CVS Health Corp. 0.46% 14,923 $670K Reduce -8.3%
OMC Omnicom Group 0.45% 7,640 $657K Reduce -1.3%
SBUX Starbucks Corp. 0.44% 7,030 $641K Reduce -1.9%
NVS Novartis AG-Sponsored ADR 0.44% 6,538 $636K No change
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 0.42% 7,242 $612K Reduce -6.1%
WTRG Essential Utilities Inc. 0.41% 16,446 $597K Reduce -0.9%
PPG PPG Industries Inc. 0.41% 4,960 $592K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.39% 7,516 $569K No change
RTX RTX Corp. 0.39% 4,865 $563K Reduce -11.5%
KR Kroger Co. 0.39% 9,190 $562K No change
DE Deere & Co. 0.38% 1,298 $550K Add +335.6%
NKE Nike Inc. Class B 0.37% 7,020 $531K No change
ADBE Adobe Inc. 0.33% 1,069 $475K No change
EFA iShares MSCI Eafe ETF 0.32% 6,141 $464K Reduce -1.6%
BA The Boeing Co. 0.31% 2,562 $453K Reduce -1.2%
AWR American States Water Co. filed as AMER STATES WTR CO 0.31% 5,821 $452K Reduce -0.2%
MRK Merck & Co. Inc. 0.31% 4,545 $452K Reduce -4.2%
LMT Lockheed Martin Corp. 0.30% 887 $431K No change
HSY The Hershey Co. 0.29% 2,500 $423K No change
GRMN Garmin Ltd. 0.29% 2,050 $423K No change
DHR Danaher Corp. 0.28% 1,795 $412K No change
CRM Salesforce Inc. 0.28% 1,225 $410K No change
ABT Abbott Laboratories 0.26% 3,350 $379K Reduce -2.6%
AEP American Electric Power 0.25% 3,887 $358K Add +14.8%
CLX Clorox Company 0.25% 2,206 $358K No change
SCHW Schwab (charles) Corp. 0.25% 4,830 $357K Reduce -2.0%
PM Philip Morris International 0.25% 2,968 $357K Reduce -3.6%
FDX FedEx Corp. 0.24% 1,225 $345K No change
XLP SS Consumer Staples Sel Sect 0.24% 4,368 $343K No change
XLV SS Health Care Select Sector 0.23% 2,379 $327K Reduce -5.7%
KMB Kimberly-Clark Corp. 0.22% 2,427 $318K Add +24.6%
XLI SS Industrial Select Sector 0.22% 2,379 $313K No change
DVN Devon Energy Corp. 0.21% 9,500 $311K No change
DUK Duke Energy Corp. 0.21% 2,765 $298K Add +17.7%
TGT Target Corp. 0.18% 1,875 $253K No change
SO The Southern Co. 0.16% 2,800 $230K No change
OXY Occidental Petroleum Corp. 0.16% 4,648 $230K Add +54.9%

Show all 316 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $14K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 500$14KNo change

Total filed on the 13F, all lines: $144.6M.

Portfolio Sells Q3 2024 → Q4 2024
XLRE SS Real Estate Select Sector Reduce -62.4% 0.50% −0.91
D Dominion Energy Inc. Reduce -95.0% 0.02% −0.48
ELV Elevance Health Inc. Reduce -3.4% 0.94% −0.39
CVS CVS Health Corp. Reduce -8.3% 0.46% −0.22
BLK BlackRock Finance Inc. Sold out 0.00% −0.22
PEP Pepsico Inc. Reduce -0.5% 2.12% −0.19
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -55.1% 0.14% −0.18
UBER Uber Technologies Inc. Reduce -59.5% 0.09% −0.17
GD General Dynamics Corp. Reduce -0.3% 1.38% −0.16
XOM Exxon Mobil Corp. Reduce -0.4% 2.44% −0.15
GSK GSK PLC-Spon ADR Reduce -47.3% 0.12% −0.14
DVY iShares Select Dividend ETF Reduce -9.6% 1.38% −0.14
BAB Invesco Taxable Municipal Bo Reduce -87.3% 0.02% −0.14
MDLZ Mondelez International Inc. Class A Reduce -0.4% 0.67% −0.13
LOW Lowe's Cos Inc. Reduce -2.1% 1.52% −0.13
MDT Medtronic PLC Reduce -10.7% 0.57% −0.13
IFF Intl Flavors & Fragrances Reduce -6.1% 0.42% −0.12
SNY Sanofi-ADR Reduce -2.0% 0.57% −0.10
JNJ Johnson & Johnson Reduce -0.9% 1.07% −0.10
CMCSA Comcast Corp. Class A Reduce -3.0% 0.91% −0.10
PFF iShares Preferred & Income S Reduce -0.4% 2.86% −0.08
OMC Omnicom Group Reduce -1.3% 0.45% −0.08
INTC Intel Corp. Reduce -35.9% 0.11% −0.08
GLD SPDR Gold Shares Reduce -45.5% 0.09% −0.07
UNH Unitedhealth Group Inc. Reduce -0.3% 0.59% −0.07
ADI Analog Devices Inc. Reduce -1.9% 1.02% −0.07
XLB SS Materials Select Sector Reduce -0.9% 0.59% −0.07
KO The Coca-Cola Co. Reduce -0.2% 0.58% −0.07
VZ Verizon Communications Inc. Reduce -2.1% 0.58% −0.07
PFE Pfizer Inc. Reduce -2.0% 0.73% −0.06
RTX RTX Corp. Reduce -11.5% 0.39% −0.06
MCD McDonald's Corp. Reduce -0.5% 2.29% −0.06
ABBV Abbvie Inc. Reduce -1.1% 0.61% −0.05
MRK Merck & Co. Inc. Reduce -4.2% 0.31% −0.05
XLV SS Health Care Select Sector Reduce -5.7% 0.23% −0.03
EFA iShares MSCI Eafe ETF Reduce -1.6% 0.32% −0.03
EL Estee Lauder Companies Class A Reduce -13.9% 0.06% −0.03
LHX L3HARRIS Technologies Inc. Reduce -52.6% 0.02% −0.03
SBUX Starbucks Corp. Reduce -1.9% 0.44% −0.03
HD Home Depot Inc. Reduce -0.7% 1.44% −0.02
ORLY O'reilly Automotive Inc. Reduce -42.9% 0.03% −0.02
REMX Vaneck Rar Earth ND STG-Usdi Reduce -17.9% 0.05% −0.02
NSC Norfolk Southern Corp. Reduce -19.8% 0.07% −0.02
WTRG Essential Utilities Inc. Reduce -0.9% 0.41% −0.02
IQV Iqvia Holdings Inc. Reduce -16.6% 0.03% −0.01
AMT American Tower Corp. Reduce -21.7% 0.02% −0.01
AWR American States Water Co. Reduce -0.2% 0.31% −0.01
PSX Phillips 66 Reduce -0.4% 0.09% −0.01
ECL Ecolab Inc. Reduce -2.5% 0.12% −0.01
PG The Procter & Gamble Co. Reduce -0.6% 1.20% −0.01

Portfolio Buys Q3 2024 → Q4 2024
PAVE Global X US Infrastructure Add +265.4% 0.81% +0.59
GOOGL Alphabet Inc. Class A Add +0.0% 2.46% +0.37
XLY SS Consumer Disc Select Sect Add +150.8% 0.56% +0.37
DE Deere & Co. Add +335.6% 0.38% +0.30
CAT Caterpillar Inc. Add +79.6% 0.68% +0.28
XLF SS Financial Select Sector Add +6.0% 0.95% +0.14
IWC iShares Micro-Cap ETF Add +7.0% 0.49% +0.07
VOX Vanguard Communication Servi Add +6.1% 0.48% +0.07
OXY Occidental Petroleum Corp. Add +54.9% 0.16% +0.06
T AT&T Inc. Add +5.1% 0.48% +0.05
SQQQ Proshares TR New 0.04% +0.04
KMB Kimberly-Clark Corp. Add +24.6% 0.22% +0.03
ALL Allstate Corp. New 0.03% +0.03
DUK Duke Energy Corp. Add +17.7% 0.21% +0.02
IWM iShares Russell 2000 ETF Add +1.3% 0.53% +0.02
SLV iShares Silver Trust Add +97.2% 0.05% +0.02
MS Morgan Stanley New 0.02% +0.02
XLE SS Energy Select Sector Add +1.3% 0.90% +0.02
AEP American Electric Power Add +14.8% 0.25% +0.01
PROSHARES ULTRA BLOOMBERG NA Add +31.2% 0.06% +0.01
ANDE The Andersons Inc. Add +250.0% 0.02% +0.01
HAL Halliburton Co. Add +336.0% 0.02% +0.01
DG Dollar General Corp. Add +19.1% 0.08% +0.01
CBSH Commerce Bancshares Inc. Add +5.0% 0.05% +0.01
ETHA iShares Ethereum Trust ETF Add +51.3% 0.01% +0.01
NLR Vaneck Urani & Nuclr ETF-Usd New 0.01% +0.01
MO Altria Group Inc. Add +4.2% 0.05% +0.01
HOG Harley-Davidson Inc. New 0.00% +0.00
TSLA Tesla Inc. New 0.00% +0.00
PDYN Palladyne AI Corp. New 0.00% +0.00
VYMI Vanguard Int High DVD YLD Inc. Add +12.5% 0.02% +0.00
HL Hecla Mining Co. Add +44.4% 0.00% +0.00
NEM Newmont Corp. Add +23.8% 0.00% −0.00
TPICQ Tpi Composites Inc. Add +100.0% 0.03% −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