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

About Peoples Bank/Ks

Investment Activity

  • Peoples Bank/Ks has $149.10 million in total holdings as of June 30, 2025.
  • Peoples Bank/Ks owns shares of 120 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 3.96% of the portfolio was purchased this quarter.
  • About 6.82% of the portfolio was sold this quarter.
  • This quarter, Peoples Bank/Ks has purchased 332 new stocks and bought additional shares in 31 stocks.
  • Peoples Bank/Ks sold shares of 47 stocks and completely divested from 216 stocks this quarter.

Largest Holdings

Microsoft
$9,421,443
Invesco QQQ
$4,634,328
Apple
$4,238,197

Largest New Holdings this Quarter

639005990 - NORCAP DIVERSIFIED PREMIUM LP
$2,456,281 Holding
904767704 - Unilever
$820,167 Holding
09290D101 - BLACKROCK INC COM
$357,794 Holding

Largest Purchases this Quarter

NORCAP DIVERSIFIED PREMIUM LP
842 shares (about $2.46M)
Unilever
13,408 shares (about $820.17K)
BLACKROCK INC COM
341 shares (about $357.79K)
Adobe
733 shares (about $283.58K)

Largest Sales this Quarter

Energy Select Sector SPDR Fund
8,766 shares (about $743.44K)
Financial Select Sector SPDR Fund
7,512 shares (about $393.40K)
McKesson
490 shares (about $359.06K)
iShares MSCI EAFE ETF
2,315 shares (about $206.94K)
Invesco QQQ
201 shares (about $110.88K)

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
$9,944,198$16,516 -0.2%20,4716.7%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$9,421,443$1,990 0.0%18,9416.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,634,328$110,880 -2.3%8,4013.1%Finance
Apple Inc. stock logo
AAPL
Apple
$4,238,197$1,026 0.0%20,6572.8%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,989,136$11,014 0.3%130,0242.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,591,1150.0%12,3872.4%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,532,283$26,411 0.8%32,7672.4%Energy
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$3,442,5530.0%54,8092.3%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,395,600$15,861 -0.5%19,2682.3%Computer and Technology
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$3,376,097$9,294 -0.3%42,1382.3%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$3,242,503$58,142 -1.8%11,0982.2%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$2,868,7670.0%29,3391.9%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,692,032$26,408 1.0%20,3881.8%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,481,740$16,454 -0.7%11,3121.7%Retail/Wholesale
NORCAP DIVERSIFIED PREMIUM LP
$2,456,281$2,456,281 New Holding8421.6%Common Stock
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,345,359$9,268 0.4%3,7961.6%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$2,177,825$21,874 -1.0%7,4671.5%Aerospace
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,171,579$17,041 0.8%3,8231.5%ETF
Oracle Corporation stock logo
ORCL
Oracle
$2,095,5690.0%9,5851.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,076,9850.0%2,8141.4%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$2,008,618$45,554 2.3%15,1241.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,977,220$240,569 13.9%7,8081.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,961,553$32,171 -1.6%8,8411.3%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$1,924,860$7,333 -0.4%5,2501.3%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,810,755$26,629 -1.4%5,1001.2%Business Services
Enbridge Inc stock logo
ENB
Enbridge
$1,679,197$21,300 -1.3%37,0521.1%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,659,6360.0%10,4171.1%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,639,619$3,819 -0.2%10,7341.1%Medical
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,626,867$19,042 -1.2%6,8351.1%Computer and Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,565,725$246,421 18.7%6,9131.1%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$1,520,391$6,444 0.4%10,6181.0%Energy
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,470,1070.0%21,1771.0%Utilities
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,430,906$393,404 -21.6%27,3231.0%ETF
Cencora, Inc. stock logo
COR
Cencora
$1,428,785$29,985 -2.1%4,7651.0%Medical
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,372,640$62,234 -4.3%3,5290.9%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,297,128$7,007 -0.5%18,6960.9%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$1,291,610$2,420 -0.2%16,0150.9%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,285,380$743,444 -36.6%15,1560.9%ETF
Comcast Corporation stock logo
CMCSA
Comcast
$1,271,278$31,229 2.5%35,6200.9%Consumer Discretionary
The Bank of New York Mellon Corporation stock logo
BK
Bank of New York Mellon
$1,176,8680.0%12,9170.8%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$1,122,756$14,048 -1.2%1,9980.8%Business Services
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,121,8950.0%2,5460.8%Finance
CME Group Inc. stock logo
CME
CME Group
$1,107,717$1,654 -0.1%4,0190.7%Finance
McKesson Corporation stock logo
MCK
McKesson
$1,088,178$359,062 -24.8%1,4850.7%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,069,396$6,744 -0.6%15,8570.7%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$1,030,9600.0%4,4270.7%Multi-Sector Conglomerates
The Walt Disney Company stock logo
DIS
Walt Disney
$1,004,7290.0%8,1020.7%Consumer Discretionary
CVS Health Corporation stock logo
CVS
CVS Health
$998,003$14,141 -1.4%14,4680.7%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$956,341$15,514 1.6%39,4530.6%Medical
CocaCola Company (The) stock logo
KO
CocaCola
$925,481$7,217 -0.8%13,0810.6%Consumer Staples
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$895,516$8,654 -1.0%20,6960.6%Computer and Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$884,159$13,435 -1.5%10,0690.6%ETF
Medtronic PLC stock logo
MDT
Medtronic
$882,073$2,615 -0.3%10,1190.6%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$879,468$1,299 -0.1%4,7380.6%Medical
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$859,768$141,955 19.8%5,0270.6%ETF
Unilever PLC stock logo
UL
Unilever
$820,167$820,167 New Holding13,4080.6%Consumer Staples
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$813,538$206,938 -20.3%9,1010.5%Finance
AT&T Inc. stock logo
T
AT&T
$812,751$12,560 -1.5%28,0840.5%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$809,315$18,152 2.3%6,6880.5%Medical
3M Company stock logo
MMM
3M
$805,350$9,134 -1.1%5,2900.5%Multi-Sector Conglomerates
Sanofi stock logo
SNY
Sanofi
$801,221$16,908 -2.1%16,5850.5%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$787,264$159,570 25.4%4,9830.5%Computer and Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$774,6790.0%3,3670.5%Transportation
Adobe Inc. stock logo
ADBE
Adobe
$751,321$283,583 60.6%1,9420.5%Computer and Technology
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$737,359$7,041 1.0%17,8020.5%ETF
RTX Corporation stock logo
RTX
RTX
$683,228$3,797 -0.6%4,6790.5%Aerospace
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$657,823$86,877 15.2%2,1580.4%Finance
Devon Energy Corporation stock logo
DVN
Devon Energy
$635,405$49,306 8.4%19,9750.4%Energy
The Kroger Co. stock logo
KR
Kroger
$630,507$21,519 -3.3%8,7900.4%Retail/Wholesale
Starbucks Corporation stock logo
SBUX
Starbucks
$630,414$5,040 -0.8%6,8800.4%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$622,3010.0%1,6030.4%Industrials
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$612,123$4,083 -0.7%7,4960.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$589,311$66,138 12.6%1,8890.4%Medical
Essential Utilities Inc. stock logo
WTRG
Essential Utilities
$578,864$2,600 -0.4%15,5860.4%Utilities
PPG Industries, Inc. stock logo
PPG
PPG Industries
$552,8250.0%4,8600.4%Basic Materials
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$552,499$14,388 2.7%7,6800.4%Business Services
Philip Morris International Inc. stock logo
PM
Philip Morris International
$545,115$22,766 4.4%2,9930.4%Consumer Staples
The Boeing Company stock logo
BA
Boeing
$543,102$2,095 0.4%2,5920.4%Aerospace
NIKE, Inc. stock logo
NKE
NIKE
$531,734$47,242 9.8%7,4850.4%Consumer Discretionary
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$510,6400.0%4,0000.3%ETF
International Flavors & Fragrances Inc. stock logo
IFF
International Flavors & Fragrances
$497,345$15,078 -2.9%6,7620.3%Basic Materials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$458,2180.0%3,3690.3%Medical
American States Water Company stock logo
AWR
American States Water
$446,2380.0%5,8210.3%Utilities
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$438,682$1,095 -0.2%4,8080.3%Finance
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$428,979$89,067 -17.2%5,2980.3%ETF
Garmin Ltd. stock logo
GRMN
Garmin
$427,8760.0%2,0500.3%Computer and Technology
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$426,320$426,320 New Holding8,0000.3%Manufacturing
Hershey Company (The) stock logo
HSY
Hershey
$414,8750.0%2,5000.3%Consumer Staples
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$413,121$4,631 -1.1%8920.3%Aerospace
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$393,3850.0%1,8230.3%Finance
Danaher Corporation stock logo
DHR
Danaher
$377,3010.0%1,9100.3%Medical
BLACKROCK INC COM
$357,794$357,794 New Holding3410.2%Common Stock
Salesforce Inc. stock logo
CRM
Salesforce
$355,588$5,454 -1.5%1,3040.2%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$350,9500.0%2,3790.2%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$349,0760.0%8,0100.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$347,908$3,958 1.2%4,3950.2%Medical
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$346,2470.0%3,3370.2%Utilities
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$320,6650.0%2,3790.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$316,432$2,173 -0.7%1,4560.2%Finance
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$280,8900.0%3,0000.2%Finance

Showing largest 100 holdings. View all holdings.
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