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Peoples Bank/Ks Top Holdings and 13F Report (2025)

About Peoples Bank/Ks

Investment Activity

  • Peoples Bank/Ks has $147.46 million in total holdings as of March 31, 2025.
  • Peoples Bank/Ks owns shares of 332 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 3.92% of the portfolio was purchased this quarter.
  • About 3.07% of the portfolio was sold this quarter.
  • This quarter, Peoples Bank/Ks has purchased 317 new stocks and bought additional shares in 40 stocks.
  • Peoples Bank/Ks sold shares of 76 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$10,920,453
Microsoft
$7,108,465
Apple
$4,589,624
Invesco QQQ
$4,033,530

Largest New Holdings this Quarter

532457108 - Eli Lilly and Company
$203,997 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$140,036 Holding
464287804 - iShares Core S&P Small-Cap ETF
$70,793 Holding
464287507 - iShares Core S&P Mid-Cap ETF
$70,008 Holding

Largest Purchases this Quarter

Energy Select Sector SPDR Fund
8,661 shares (about $809.35K)
iShares MSCI EAFE ETF
5,275 shares (about $431.06K)
SPDR Gold Shares
1,315 shares (about $378.87K)
NVIDIA
3,283 shares (about $355.81K)

Largest Sales this Quarter

Global X U.S. Infrastructure Development ETF
20,965 shares (about $790.79K)
Deere & Company
840 shares (about $394.24K)
Caterpillar
1,105 shares (about $364.41K)
iShares Russell 2000 ETF
1,655 shares (about $330.15K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeoples Bank/Ks

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$10,920,453$141,665 -1.3%20,5057.4%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$7,108,465$10,135 -0.1%18,9374.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,589,624$98,847 2.2%20,6623.1%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,033,530$169,275 -4.0%8,6022.7%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,983,257$52,684 -1.3%129,6652.7%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,867,828$35,084 -0.9%32,5222.6%Energy
McDonald's Co. stock logo
MCD
McDonald's
$3,528,695$32,485 -0.9%11,2972.4%Retail/Wholesale
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$3,275,3850.0%54,8092.2%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,038,521$8,095 0.3%12,3872.1%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$3,033,351$38,407 -1.3%42,2542.1%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,026,959$1,349 0.0%20,1882.1%Consumer Staples
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,993,474$83,504 2.9%19,3582.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$2,575,642$39,066 1.5%29,3391.7%Retail/Wholesale
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$2,235,443$809,346 56.8%23,9221.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,166,447$47,564 2.2%11,3871.5%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,115,040$86,705 -3.9%3,7811.4%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,095,773$25,422 1.2%8,9861.4%Retail/Wholesale
General Dynamics Co. stock logo
GD
General Dynamics
$2,055,692$6,814 -0.3%7,5421.4%Aerospace
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,984,903$53,044 -2.6%14,7811.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,949,217$20,556 -1.0%3,7931.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,931,326$34,815 -1.8%5,2701.3%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,813,539$19,274 -1.1%5,1751.2%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,784,254$12,438 0.7%10,7591.2%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,775,236$13,804 0.8%10,4171.2%Consumer Staples
Chevron Co. stock logo
CVX
Chevron
$1,768,743$56,042 3.3%10,5731.2%Energy
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,735,067$320,017 22.6%34,8351.2%ETF
Enbridge Inc. stock logo
ENB
Enbridge
$1,662,562$38,150 -2.2%37,5221.1%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,621,831$24,783 -1.5%2,8141.1%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,604,481$2,175 -0.1%3,6891.1%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,501,020$28,352 1.9%21,1771.0%Utilities
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,416,016$109,433 -7.2%6,8581.0%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,394,511$9,075 -0.6%6,9150.9%Computer and Technology
Cencora, Inc. stock logo
COR
Cencora
$1,352,855$8,342 -0.6%4,8650.9%Medical
Oracle Co. stock logo
ORCL
Oracle
$1,340,0580.0%9,5850.9%Computer and Technology
McKesson Co. stock logo
MCK
McKesson
$1,329,1270.0%1,9750.9%Medical
Comcast Co. stock logo
CMCSA
Comcast
$1,281,694$9,407 -0.7%34,7450.9%Consumer Discretionary
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,265,623$1,206,858 2,053.7%16,0450.9%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,159,773$15,425 -1.3%18,7970.8%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,108,811$98,658 9.8%2,0230.8%Business Services
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$1,083,338$12,580 -1.1%12,9170.7%Finance
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,082,659$13,570 -1.2%15,9570.7%Consumer Staples
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,068,997$10,497 -1.0%2,5460.7%Finance
CME Group Inc. stock logo
CME
CME Group
$1,067,731$53,055 -4.7%4,0250.7%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$994,164$38,761 -3.8%4,7450.7%Medical
CVS Health Co. stock logo
CVS
CVS Health
$994,077$16,937 -1.7%14,6730.7%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$983,501$25,339 -2.5%38,8130.7%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$966,9500.0%5,8250.7%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$947,823$227 0.0%20,8960.6%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$944,019$12,890 -1.3%13,1830.6%Consumer Staples
Sanofi stock logo
SNY
Sanofi
$939,018$2,772 -0.3%16,9350.6%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$937,401$8,470 -0.9%4,4270.6%Multi-Sector Conglomerates
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$932,889$431,061 85.9%11,4160.6%Finance
Medtronic plc stock logo
MDT
Medtronic
$911,978$20,218 -2.2%10,1490.6%Medical
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$878,7640.0%10,2220.6%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$878,2930.0%1,6770.6%Medical
AT&T Inc. stock logo
T
AT&T
$806,172$48,622 -5.7%28,5180.5%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$799,659$17,766 2.3%8,1020.5%Consumer Discretionary
Union Pacific Co. stock logo
UNP
Union Pacific
$795,408$3,780 -0.5%3,3670.5%Transportation
3M stock logo
MMM
3M
$785,6850.0%5,3500.5%Multi-Sector Conglomerates
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$737,7150.0%17,6320.5%ETF
Novartis AG stock logo
NVS
Novartis
$728,8430.0%6,5380.5%Medical
Devon Energy Co. stock logo
DVN
Devon Energy
$688,907$333,704 93.9%18,4250.5%Energy
Starbucks Co. stock logo
SBUX
Starbucks
$680,237$9,318 -1.4%6,9350.5%Retail/Wholesale
RTX Co. stock logo
RTX
RTX
$623,212$21,193 -3.3%4,7050.4%Aerospace
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$622,780$34,871 -5.3%4,1970.4%ETF
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$620,090$13,264 -2.1%7,4800.4%Business Services
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$618,717$31,220 -4.8%15,6560.4%Utilities
The Kroger Co. stock logo
KR
Kroger
$615,301$6,769 -1.1%9,0900.4%Retail/Wholesale
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$594,998$2,365 0.4%7,5460.4%ETF
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$540,685$21,342 -3.8%6,9670.4%Basic Materials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$539,637$378,870 235.7%1,8730.4%Finance
PPG Industries, Inc. stock logo
PPG
PPG Industries
$531,436$10,935 -2.0%4,8600.4%Basic Materials
Caterpillar Inc. stock logo
CAT
Caterpillar
$528,641$364,409 -40.8%1,6030.4%Industrials
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$522,505$165,784 46.5%6,3980.4%ETF
Adobe Inc. stock logo
ADBE
Adobe
$463,655$53,690 13.1%1,2090.3%Computer and Technology
American States Water stock logo
AWR
American States Water
$457,9930.0%5,8210.3%Utilities
Philip Morris International Inc. stock logo
PM
Philip Morris International
$455,233$15,873 -3.4%2,8680.3%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$446,889$2,520 0.6%3,3690.3%Medical
Garmin Ltd. stock logo
GRMN
Garmin
$445,1160.0%2,0500.3%Computer and Technology
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$443,640$164,701 -27.1%4,0000.3%ETF
The Boeing Company stock logo
BA
Boeing
$440,355$3,411 0.8%2,5820.3%Aerospace
NIKE, Inc. stock logo
NKE
NIKE
$432,841$12,693 -2.8%6,8200.3%Consumer Discretionary
NVIDIA Co. stock logo
NVDA
NVIDIA
$430,592$355,810 475.8%3,9730.3%Computer and Technology
The Hershey Company stock logo
HSY
Hershey
$427,5750.0%2,5000.3%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$402,922$6,700 1.7%9020.3%Aerospace
Danaher Co. stock logo
DHR
Danaher
$391,550$23,575 6.4%1,9100.3%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$390,007$17,952 -4.4%4,3450.3%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$377,300$783 -0.2%4,8200.3%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$364,629$60,098 -14.1%3,3370.2%Utilities
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$363,664$330,150 -47.6%1,8230.2%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$355,284$26,566 8.1%1,3240.2%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$347,3550.0%2,3790.2%ETF
The Clorox Company stock logo
CLX
Clorox
$324,8330.0%2,2060.2%Consumer Staples
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$311,8060.0%2,3790.2%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$302,135$790,794 -72.4%8,0100.2%ETF
FedEx Co. stock logo
FDX
FedEx
$298,6270.0%1,2250.2%Transportation
ConocoPhillips stock logo
COP
ConocoPhillips
$293,000$145,975 99.3%2,7900.2%Energy
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$289,467$421,563 -59.3%1,4660.2%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$286,506$50,739 -15.0%2,3490.2%Utilities
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$274,057$71,110 -20.6%1,9270.2%Consumer Staples

Showing largest 100 holdings. View all holdings.
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