AI Portfolio Summary
In 2026 Q1, Peoples Bank/KS maintained a portfolio of 103 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 7.5%. The fund also reduced its exposure to HOME DEPOT by 4.3%.
Total Positions
103
Quarter
2026 Q1
Top Holding
BRK/B (5.2%)
Top 10 Concentration
32.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 103
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 5.22% | 5.09% |
#1
1
Prev: #2
|
6.1 | 750 | 7.5% |
P
S
|
10,816 | $5,183,027 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOGL
ALPHABET
|
Communication Services | 4.36% | 4.78% |
#2
1
Prev: #3
|
3.7 | -135 | -0.9% |
P
S
|
15,053 | $4,328,641 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT
|
Technology | 4.35% | 5.70% |
#3
2
Prev: #1
|
3.2 | -42 | -0.4% |
P
S
|
11,672 | $4,320,624 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE
|
Technology | 3.41% | 3.57% |
#4
Prev: #4
|
2.4 | 291 | 2.2% |
P
S
|
13,351 | $3,388,350 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 3.25% | 2.36% |
#5
3
Prev: #8
|
4.3 | 1,663 | 44.5% |
P
S
|
5,401 | $3,227,368 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XOM
EXXON MOBIL
|
Energy | 2.59% | 1.85% |
#6
7
Prev: #13
|
1.5 | -130 | -0.9% |
P
S
|
15,149 | $2,570,179 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PFF
ISHARES TR U.S.
|
ETF | 2.48% | 2.56% |
#7
Prev: #7
|
1.5 | -1,055 | -1.3% |
P
S
|
81,260 | $2,463,803 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
QQQ
INVESCO QQQ
|
ETF | 2.47% | 2.72% |
#8
3
Prev: #5
|
1.5 | -147 | -3.3% |
P
S
|
4,259 | $2,458,210 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DVY
ISHARES SELECT ...
|
ETF | 2.23% | 2.03% |
#9
Prev: #9
|
1.4 | 315 | 2.2% |
P
S
|
14,638 | $2,216,340 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
WFC
WELLS FARGO
|
Financial Services | 2.11% | 2.58% |
#10
4
Prev: #6
|
1.3 | -1,145 | -4.2% |
P
S
|
26,364 | $2,098,838 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
WMT
WAL-MART
|
Consumer Defensive | 2.06% | 1.85% |
#11
1
Prev: #12
|
1.3 | -58 | -0.4% |
P
S
|
16,450 | $2,044,406 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MCD
MCDONALDS
|
Consumer Cyclical | 1.82% | 1.81% |
#12
2
Prev: #14
|
1.2 | -60 | -1.0% |
P
S
|
5,815 | $1,807,244 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JPM
JP MORGAN
|
Financial Services | 1.81% | 2.01% |
#13
3
Prev: #10
|
1.2 | -65 | -1.0% |
P
S
|
6,130 | $1,803,201 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ADI
ANALOG
|
Technology | 1.81% | 1.56% |
#14
5
Prev: #19
|
1.2 | -60 | -1.0% |
P
S
|
5,667 | $1,802,899 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JNJ
JOHNSON &
|
Healthcare | 1.81% | 1.56% |
#15
5
Prev: #20
|
1.2 | -152 | -2.0% |
P
S
|
7,340 | $1,794,190 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PEP
PEPSICO
|
Consumer Defensive | 1.80% | 1.70% |
#16
Prev: #16
|
1.2 | -260 | -2.2% |
P
S
|
11,544 | $1,792,668 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GD
GENERAL DYNAMIC...
|
Industrials | 1.70% | 1.67% |
#17
Prev: #17
|
1.2 | -25 | -0.5% |
P
S
|
4,915 | $1,686,926 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMZN
AMAZON.COM
|
Consumer Cyclical | 1.70% | 1.92% |
#18
7
Prev: #11
|
1.2 | -204 | -2.5% |
P
S
|
8,088 | $1,684,488 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ENB
ENBRIDGE
|
Bond/Debt | 1.62% | 1.48% |
#19
5
Prev: #24
|
1.1 | -1,095 | -3.6% |
P
S
|
29,720 | $1,609,041 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLK
S&P SPDR TECHNO...
|
Unknown | 1.55% | 1.73% |
#20
5
Prev: #15
|
1.1 | -370 | -3.1% |
P
S
|
11,592 | $1,540,577 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLE
S&P SPDR SELECT
|
Unknown | 1.45% | 1.06% |
#21
9
Prev: #30
|
1.6 | no change | no change |
P
S
|
23,584 | $1,444,756 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LOW
LOWE'S COMPANIE...
|
Consumer Cyclical | 1.45% | 1.48% |
#22
1
Prev: #23
|
1.1 | -31 | -0.5% |
P
S
|
6,093 | $1,439,654 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
COR
CENCORA
|
Healthcare | 1.42% | 1.53% |
#23
2
Prev: #21
|
1.6 | no change | no change |
P
S
|
4,500 | $1,413,630 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MCK
MCKESSON
|
Healthcare | 1.29% | 1.22% |
#24
1
Prev: #25
|
1.5 | no change | no change |
P
S
|
1,485 | $1,285,060 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
V
VISA
|
Financial Services | 1.26% | 1.50% |
#25
3
Prev: #22
|
1.0 | -115 | -2.7% |
P
S
|
4,145 | $1,252,785 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ORCL
ORACLE
|
Technology | 1.22% | 1.61% |
#26
8
Prev: #18
|
1.0 | -15 | -0.2% |
P
S
|
8,217 | $1,208,803 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Bond/Debt | 1.16% | 1.05% |
#27
4
Prev: #31
|
1.0 | -16 | -0.5% |
P
S
|
3,420 | $1,155,789 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HD
HOME DEPOT
|
Consumer Cyclical | 1.09% | 1.20% |
#28
2
Prev: #26
|
0.9 | -150 | -4.3% |
P
S
|
3,305 | $1,086,981 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BK
BANK NEW YORK M...
|
Financial Services | 1.03% | 1.01% |
#29
5
Prev: #34
|
0.9 | -20 | -0.2% |
P
S
|
8,635 | $1,024,370 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.99% | 1.01% |
#30
3
Prev: #33
|
0.9 | -195 | -2.8% |
P
S
|
6,820 | $985,081 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CAT
CATERPILLAR
|
Industrials | 0.94% | 0.79% |
#31
12
Prev: #43
|
0.9 | -50 | -3.6% |
P
S
|
1,323 | $937,293 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLF
S&P SPDR SELECT
|
Unknown | 0.94% | 1.06% |
#32
3
Prev: #29
|
0.9 | -340 | -1.8% |
P
S
|
18,982 | $937,141 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MA
MASTERCARD
|
Financial Services | 0.92% | 1.09% |
#33
5
Prev: #28
|
0.9 | -65 | -3.4% |
P
S
|
1,837 | $917,875 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CSCO
CISCO SYSTEMS
|
Technology | 0.92% | 0.95% |
#34
1
Prev: #35
|
0.9 | -440 | -3.6% |
P
S
|
11,826 | $917,579 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVS
NOVARTIS
|
Bond/Debt | 0.92% | 0.84% |
#35
3
Prev: #38
|
0.9 | -40 | -0.7% |
P
S
|
5,990 | $914,973 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HON
HONEYWELL
|
Industrials | 0.90% | 0.80% |
#36
6
Prev: #42
|
0.9 | -115 | -2.8% |
P
S
|
3,972 | $897,791 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ELV
ELEVANCE HEALTH
|
Healthcare | 0.88% | 1.10% |
#37
10
Prev: #27
|
0.9 | -135 | -4.3% |
P
S
|
2,997 | $877,372 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
META
META PLATFORMS
|
Communication Services | 0.85% | 1.02% |
#38
6
Prev: #32
|
0.8 | -53 | -3.5% |
P
S
|
1,479 | $846,180 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CVX
CHEVRON
|
Energy | 0.84% | 0.64% |
#39
17
Prev: #56
|
0.8 | -125 | -3.0% |
P
S
|
4,046 | $837,117 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
CMCSA
COMCAST
|
Communication Services | 0.83% | 0.90% |
#40
4
Prev: #36
|
0.8 | -1,172 | -3.9% |
P
S
|
28,716 | $824,436 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLB
S&P SPDR
|
Unknown | 0.83% | 0.75% |
#41
6
Prev: #47
|
1.3 | no change | no change |
P
S
|
16,462 | $822,606 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.82% | 0.67% |
#42
13
Prev: #55
|
0.8 | -220 | -1.3% |
P
S
|
16,259 | $816,202 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MDLZ
MONDELEZ INTERN...
|
Consumer Defensive | 0.81% | 0.73% |
#43
6
Prev: #49
|
0.8 | 326 | 2.4% |
P
S
|
13,904 | $801,427 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 0.80% | 0.86% |
#44
7
Prev: #37
|
0.8 | -64 | -3.6% |
P
S
|
1,722 | $797,613 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
KO
COCA COLA
|
Consumer Defensive | 0.80% | 0.75% |
#45
3
Prev: #48
|
0.8 | -175 | -1.7% |
P
S
|
10,424 | $792,745 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SNY
SANOFI
|
Bond/Debt | 0.79% | 0.82% |
#46
7
Prev: #39
|
0.8 | -415 | -2.5% |
P
S
|
16,315 | $786,057 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
UNP
UNION PACIFIC
|
Industrials | 0.76% | 0.73% |
#47
3
Prev: #50
|
1.3 | no change | no change |
P
S
|
3,122 | $757,460 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOX
VANGUARD COMMUN...
|
ETF | 0.76% | 0.81% |
#48
8
Prev: #40
|
1.3 | no change | no change |
P
S
|
4,180 | $751,731 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPY
SPDR S&P 500
|
ETF | 0.74% | 0.80% |
#49
8
Prev: #41
|
0.8 | -35 | -3.0% |
P
S
|
1,136 | $738,786 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
EFA
ISHARES MSCI
|
Bond/Debt | 0.74% | 0.75% |
#50
5
Prev: #45
|
0.8 | -275 | -3.5% |
P
S
|
7,531 | $731,486 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 103 holdings