Peoples Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Peoples Bank reported 331 stock positions worth $147.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.4% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Apple (AAPL, 3.1%). Compared with Q4 2024, it opened 18 new positions, sold out of 3, added to 40 and reduced 76. The biggest buy was Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, shares +2054%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- PRATT, KS
- CIK
- 0001998269
- Portfolio Value
- $147.4M (Q1 2025)
- SEC Filing
- 0001998269-25-000002 ↗ filed Apr 8, 2025
Holdings Value
Holdings 331 stocks · $147.4M
| BRK.B Berkshire Hathaway Inc. Class B | 7.41% | 20,505 | $10.9M | Reduce -1.3% |
| MSFT Microsoft Corp. | 4.82% | 18,937 | $7.1M | Reduce -0.1% |
| AAPL Apple Inc. | 3.11% | 20,662 | $4.6M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.74% | 8,602 | $4.0M | Reduce -4.0% |
| PFF iShares Preferred & Income S | 2.70% | 129,665 | $4.0M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 2.62% | 32,522 | $3.9M | Reduce -0.9% |
| MCD McDonald's Corp. | 2.39% | 11,297 | $3.5M | Reduce -0.9% |
| WMB Williams Cos Inc. | 2.22% | 54,809 | $3.3M | No change |
| JPM JPMorgan Chase & Co. | 2.06% | 12,387 | $3.0M | Add +0.3% |
| WFC Wells Fargo & Co. | 2.06% | 42,254 | $3.0M | Reduce -1.3% |
| PEP Pepsico Inc. | 2.05% | 20,188 | $3.0M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 2.03% | 19,358 | $3.0M | Add +2.9% |
| WMT Walmart Inc. | 1.75% | 29,339 | $2.6M | Add +1.5% |
| XLE SS Energy Select Sector | 1.52% | 23,922 | $2.2M | Add +56.8% |
| AMZN Amazon.com Inc. | 1.47% | 11,387 | $2.2M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 3,781 | $2.1M | Reduce -3.9% |
| LOW Lowe's Cos Inc. | 1.42% | 8,986 | $2.1M | Add +1.2% |
| GD General Dynamics Corp. | 1.39% | 7,542 | $2.1M | Reduce -0.3% |
| DVY iShares Select Dividend ETF | 1.35% | 14,781 | $2.0M | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 1.32% | 3,793 | $1.9M | Reduce -1.0% |
| HD Home Depot Inc. | 1.31% | 5,270 | $1.9M | Reduce -1.8% |
| V Visa Inc. Class A | 1.23% | 5,175 | $1.8M | Reduce -1.1% |
| JNJ Johnson & Johnson | 1.21% | 10,759 | $1.8M | Add +0.7% |
| PG The Procter & Gamble Co. | 1.20% | 10,417 | $1.8M | Add +0.8% |
| CVX Chevron Corp. | 1.20% | 10,573 | $1.8M | Add +3.3% |
| XLF SS Financial Select Sector | 1.18% | 34,835 | $1.7M | Add +22.6% |
| ENB Enbridge Inc. | 1.13% | 37,522 | $1.7M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 1.10% | 2,814 | $1.6M | Reduce -1.5% |
| ELV Elevance Health Inc. | 1.09% | 3,689 | $1.6M | Reduce -0.1% |
| NEE Nextera Energy Inc. | 1.02% | 21,177 | $1.5M | Add +1.9% |
| XLK SS Technology Select Sector | 0.96% | 6,858 | $1.4M | Reduce -7.2% |
| ADI Analog Devices Inc. | 0.95% | 6,915 | $1.4M | Reduce -0.7% |
| COR Cencora Inc. | 0.92% | 4,865 | $1.4M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.91% | 9,585 | $1.3M | No change |
| MCK McKesson Corp. | 0.90% | 1,975 | $1.3M | No change |
| CMCSA Comcast Corp. Class A | 0.87% | 34,745 | $1.3M | Reduce -0.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.86% | 16,045 | $1.3M | Add +2053.7% |
| CSCO Cisco Systems Inc. | 0.79% | 18,797 | $1.2M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 0.75% | 2,023 | $1.1M | Add +9.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.73% | 12,917 | $1.1M | Reduce -1.1% |
| MDLZ Mondelez International Inc. Class A | 0.73% | 15,957 | $1.1M | Reduce -1.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.72% | 2,546 | $1.1M | Reduce -1.0% |
| CME Cme Group Inc. | 0.72% | 4,025 | $1.1M | Reduce -4.7% |
| ABBV Abbvie Inc. | 0.67% | 4,745 | $994K | Reduce -3.8% |
| CVS CVS Health Corp. | 0.67% | 14,673 | $994K | Reduce -1.7% |
| PFE Pfizer Inc. | 0.67% | 38,813 | $984K | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.66% | 5,825 | $967K | No change |
| VZ Verizon Communications Inc. | 0.64% | 20,896 | $948K | Add +0.0% |
| KO The Coca-Cola Co. | 0.64% | 13,183 | $944K | Reduce -1.4% |
| SNY Sanofi-ADR | 0.64% | 16,935 | $939K | Reduce -0.3% |
| HON Honeywell International Inc. | 0.64% | 4,427 | $937K | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 0.63% | 11,416 | $933K | Add +85.9% |
| MDT Medtronic PLC | 0.62% | 10,149 | $912K | Reduce -2.2% |
| XLB SS Materials Select Sector | 0.60% | 10,222 | $879K | No change |
| UNH Unitedhealth Group Inc. | 0.60% | 1,677 | $878K | No change |
| T AT&T Inc. | 0.55% | 28,518 | $806K | Reduce -5.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 8,102 | $800K | Add +2.3% |
| UNP Union Pacific Corp. | 0.54% | 3,367 | $795K | Reduce -0.5% |
| MMM 3M Co. | 0.53% | 5,350 | $786K | No change |
| XLRE SS Real Estate Select Sector | 0.50% | 17,632 | $738K | No change |
| NVS Novartis AG-Sponsored ADR | 0.49% | 6,538 | $729K | No change |
| DVN Devon Energy Corp. | 0.47% | 18,425 | $689K | Add +94.0% |
| SBUX Starbucks Corp. | 0.46% | 6,935 | $680K | Reduce -1.4% |
| RTX RTX Corp. | 0.42% | 4,705 | $623K | Reduce -3.3% |
| VOX Vanguard Communication Servi | 0.42% | 4,197 | $623K | Reduce -5.3% |
| OMC Omnicom Group | 0.42% | 7,480 | $620K | Reduce -2.1% |
| WTRG Essential Utilities Inc. | 0.42% | 15,656 | $619K | Reduce -4.8% |
| KR Kroger Co. | 0.42% | 9,090 | $615K | Reduce -1.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.40% | 7,546 | $595K | Add +0.4% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.37% | 6,967 | $541K | Reduce -3.8% |
| GLD SPDR Gold Shares | 0.37% | 1,873 | $540K | Add +235.7% |
| PPG PPG Industries Inc. | 0.36% | 4,860 | $531K | Reduce -2.0% |
| CAT Caterpillar Inc. | 0.36% | 1,603 | $529K | Reduce -40.8% |
| XLP SS Consumer Staples Sel Sect | 0.35% | 6,398 | $523K | Add +46.5% |
| ADBE Adobe Inc. | 0.31% | 1,209 | $464K | Add +13.1% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.31% | 5,821 | $458K | No change |
| PM Philip Morris International | 0.31% | 2,868 | $455K | Reduce -3.4% |
| ABT Abbott Laboratories | 0.30% | 3,369 | $447K | Add +0.6% |
| GRMN Garmin Ltd. | 0.30% | 2,050 | $445K | No change |
| IWC iShares Micro-Cap ETF | 0.30% | 4,000 | $444K | Reduce -27.1% |
| BA The Boeing Co. | 0.30% | 2,582 | $440K | Add +0.8% |
| NKE Nike Inc. Class B | 0.29% | 6,820 | $433K | Reduce -2.9% |
| NVDA Nvidia Corp. | 0.29% | 3,973 | $431K | Add +475.8% |
| HSY The Hershey Co. | 0.29% | 2,500 | $428K | No change |
| LMT Lockheed Martin Corp. | 0.27% | 902 | $403K | Add +1.7% |
| DHR Danaher Corp. | 0.27% | 1,910 | $392K | Add +6.4% |
| MRK Merck & Co. Inc. | 0.26% | 4,345 | $390K | Reduce -4.4% |
| SCHW Schwab (charles) Corp. | 0.26% | 4,820 | $377K | Reduce -0.2% |
| AEP American Electric Power | 0.25% | 3,337 | $365K | Reduce -14.2% |
| IWM iShares Russell 2000 ETF | 0.25% | 1,823 | $364K | Reduce -47.6% |
| CRM Salesforce Inc. | 0.24% | 1,324 | $355K | Add +8.1% |
| XLV SS Health Care Select Sector | 0.24% | 2,379 | $347K | No change |
| CLX Clorox Company | 0.22% | 2,206 | $325K | No change |
| XLI SS Industrial Select Sector | 0.21% | 2,379 | $312K | No change |
| PAVE Global X US Infrastructure | 0.20% | 8,010 | $302K | Reduce -72.4% |
| FDX FedEx Corp. | 0.20% | 1,225 | $299K | No change |
| COP Conocophillips | 0.20% | 2,790 | $293K | Add +99.3% |
| XLY SS Consumer Disc Select Sect | 0.20% | 1,466 | $289K | Reduce -59.3% |
| DUK Duke Energy Corp. | 0.19% | 2,349 | $287K | Reduce -15.1% |
| KMB Kimberly-Clark Corp. | 0.19% | 1,927 | $274K | Reduce -20.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $14K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 500 | $14K | No change |
Total filed on the 13F, all lines: $147.5M.
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -0.1% | 4.82% | −0.71 |
| PAVE Global X US Infrastructure | Reduce -72.4% | 0.20% | −0.60 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.0% | 2.74% | −0.43 |
| XLY SS Consumer Disc Select Sect | Reduce -59.3% | 0.20% | −0.36 |
| CAT Caterpillar Inc. | Reduce -40.8% | 0.36% | −0.32 |
| IWM iShares Russell 2000 ETF | Reduce -47.6% | 0.25% | −0.28 |
| DE Deere & Co. | Reduce -64.7% | 0.15% | −0.23 |
| XLK SS Technology Select Sector | Reduce -7.2% | 0.96% | −0.23 |
| IWC iShares Micro-Cap ETF | Reduce -27.1% | 0.30% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.9% | 1.43% | −0.16 |
| PFF iShares Preferred & Income S | Reduce -1.3% | 2.70% | −0.15 |
| HD Home Depot Inc. | Reduce -1.8% | 1.31% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 1.32% | −0.11 |
| ADI Analog Devices Inc. | Reduce -0.7% | 0.95% | −0.08 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -53.6% | 0.06% | −0.07 |
| NKE Nike Inc. Class B | Reduce -2.9% | 0.29% | −0.07 |
| PFE Pfizer Inc. | Reduce -2.5% | 0.67% | −0.06 |
| HON Honeywell International Inc. | Reduce -0.9% | 0.64% | −0.06 |
| OXY Occidental Petroleum Corp. | Reduce -35.5% | 0.10% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 1.10% | −0.06 |
| IFF Intl Flavors & Fragrances | Reduce -3.8% | 0.37% | −0.06 |
| VOX Vanguard Communication Servi | Reduce -5.3% | 0.42% | −0.05 |
| PPG PPG Industries Inc. | Reduce -2.0% | 0.36% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -4.4% | 0.26% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -0.7% | 0.87% | −0.04 |
| UBT Proshares Ultra 20+ Year TSY | Sold out | 0.00% | −0.04 |
| OMC Omnicom Group | Reduce -2.1% | 0.42% | −0.03 |
| KMB Kimberly-Clark Corp. | Reduce -20.6% | 0.19% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -2.6% | 1.35% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.0% | 0.72% | −0.03 |
| INTC Intel Corp. | Reduce -36.1% | 0.08% | −0.03 |
| PROSHARES ULTRA BLOOMBERG NA | Reduce -65.9% | 0.03% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -1.3% | 2.06% | −0.02 |
| HAL Halliburton Co. | Reduce -77.1% | 0.00% | −0.01 |
| DUK Duke Energy Corp. | Reduce -15.1% | 0.19% | −0.01 |
| USB US Bancorp | Reduce -5.7% | 0.05% | −0.01 |
| KMX Carmax Inc. | Reduce -4.4% | 0.07% | −0.01 |
| IDRV iShares Self-Driving Ev&tech | Reduce -13.7% | 0.04% | −0.01 |
| RCAT Red Cat Holdings Inc. | Reduce -44.4% | 0.00% | −0.01 |
| SNA Snap-on Inc. | Reduce -13.9% | 0.03% | −0.01 |
| EMR Emerson Electric Co. | Reduce -27.8% | 0.01% | −0.01 |
| IQV Iqvia Holdings Inc. | Reduce -4.0% | 0.03% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -22.2% | 0.01% | −0.00 |
| SYY Sysco Corp. | Reduce -50.0% | 0.00% | −0.00 |
| HOG Harley-Davidson Inc. | Sold out | 0.00% | −0.00 |
| DFS Discover Financial Services | Reduce -25.0% | 0.01% | −0.00 |
| NSC Norfolk Southern Corp. | Reduce -3.7% | 0.06% | −0.00 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -50.0% | 0.00% | −0.00 |
| CBSH Commerce Bancshares Inc. | Reduce -2.8% | 0.05% | −0.00 |
| OGN Organon & Co. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2053.7% | 0.86% | +0.82 |
| XLE SS Energy Select Sector | Add +56.8% | 1.52% | +0.61 |
| EFA iShares MSCI Eafe ETF | Add +85.9% | 0.63% | +0.31 |
| GLD SPDR Gold Shares | Add +235.7% | 0.37% | +0.27 |
| DVN Devon Energy Corp. | Add +94.0% | 0.47% | +0.25 |
| NVDA Nvidia Corp. | Add +475.8% | 0.29% | +0.23 |
| XLF SS Financial Select Sector | Add +22.6% | 1.18% | +0.23 |
| CVX Chevron Corp. | Add +3.3% | 1.20% | +0.17 |
| JNJ Johnson & Johnson | Add +0.7% | 1.21% | +0.14 |
| LLY Eli Lilly & Co. | New | 0.14% | +0.14 |
| XLP SS Consumer Staples Sel Sect | Add +46.5% | 0.35% | +0.12 |
| COP Conocophillips | Add +99.3% | 0.20% | +0.10 |
| VEA Vanguard Ftse Developed ETF | New | 0.10% | +0.10 |
| MA Mastercard Inc. Class A | Add +9.8% | 0.75% | +0.08 |
| VZ Verizon Communications Inc. | Add +0.0% | 0.64% | +0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | New | 0.05% | +0.05 |
| IJH iShares Core S&P Midcap ETF | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | Add +0.6% | 0.30% | +0.04 |
| APD Air Products & Chemicals Inc. | New | 0.04% | +0.04 |
| ACN Accenture PLC Class A | New | 0.04% | +0.04 |
| DG Dollar General Corp. | Add +29.6% | 0.11% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +141.1% | 0.05% | +0.03 |
| IBM Intl Business Machines Corp. | Add +16.6% | 0.10% | +0.02 |
| PSX Phillips 66 | Add +15.4% | 0.11% | +0.02 |
| CB Chubb Ltd. | New | 0.02% | +0.02 |
| EQIX Equinix Inc. | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 2.06% | +0.01 |
| BKR Baker Hughes Co. | New | 0.01% | +0.01 |
| QBTS D-Wave Quantum Inc. | New | 0.01% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.4% | 0.40% | +0.01 |
| GEHC GE Healthcare Technology | Add +2585.7% | 0.01% | +0.01 |
| ULTA Ulta Beauty Inc. | New | 0.01% | +0.01 |
| TSLX Sixth Street Specialty Lendi | New | 0.01% | +0.01 |
| D Dominion Energy Inc. | Add +21.9% | 0.03% | +0.01 |
| ON On Semiconductor | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.8% | 1.20% | +0.01 |
| KIE SS SPDR S&P Insurance ETF | Add +38.6% | 0.01% | +0.00 |
| FDG American Century Focused DYN | New | 0.00% | +0.00 |
| AIQ Global X Art Intel & Tech | New | 0.00% | +0.00 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.00% | +0.00 |
| HL Hecla Mining Co. | Add +30.8% | 0.00% | +0.00 |
| KEY Keycorp | Add +50.0% | 0.00% | +0.00 |
| TSLA Tesla Inc. | Add +90.0% | 0.00% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.9% | 1.02% | −0.01 |
| ADBE Adobe Inc. | Add +13.1% | 0.31% | −0.01 |
| BA The Boeing Co. | Add +0.8% | 0.30% | −0.01 |
| DHR Danaher Corp. | Add +6.4% | 0.27% | −0.02 |
| LMT Lockheed Martin Corp. | Add +1.7% | 0.27% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 98 | $102.9M | GOOGL, BRK.B, AAPL, MSFT, VOO |
| Q1 2026 | 99 | $99.4M | BRK.B, GOOGL, MSFT, AAPL, VOO |
| Q4 2025 | 98 | $99.5M | MSFT, BRK.B, GOOGL, AAPL, QQQ |
| Q3 2025 | 97 | $100.7M | MSFT, BRK.B, GOOGL, AAPL, PFF |
| Q2 2025 | 120 | $149.1M | BRK.B, MSFT, QQQ, AAPL, PFF |
| Q1 2025 | 331 | $147.4M | BRK.B, MSFT, AAPL, QQQ, PFF |
| Q4 2024 | 316 | $144.6M | BRK.B, MSFT, AAPL, QQQ, PFF |
| Q3 2024 | 318 | $149.1M | BRK.B, MSFT, AAPL, QQQ, PFF |
| Q2 2024 | 273 | $128.1M | MSFT, BRK.B, QQQ, AAPL, PFF |
| Q1 2024 | 269 | $127.9M | BRK.B, MSFT, PFF, QQQ, PEP |