Peoples Bank/KS
CIK 1998269 · Holdings on Jun 30, 2024 · First reported Jul 15, 2024
Top ten holdings
Q2 2024- MSFT6.64%
- BRK.B6.61%
- QQQ3.38%
- AAPL3.36%
- PFF3.26%
- EXMOC2.98%
- GOOGL2.72%
- PEP2.65%
- MCD2.28%
- WFC2.06%
Share classes counted separately35.94%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight increased · +0.57 pp2.79% → 3.36%Shares -360 (-1.73%)
- CVSWeight decreased · -0.56 pp1.91% → 1.35%Shares -1.36K (-4.45%)
- GOOGLWeight increased · +0.44 pp2.28% → 2.72%Shares -215 (-1.11%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORPCOMMON STOCKS View history and evidence | $8.51M | 6.64% | 19.04K shares | 6.33% → 6.64%+0.31 pp -203 (-1.05%) | Reduced | ↗▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BCOMMON STOCKS View history and evidence | $8.47M | 6.61% | 20.82K shares | 6.87% → 6.61%-0.26 pp -61 (-0.29%) | Reduced | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1EXCHANGE TRADED FUNDS-STOCKS View history and evidence | $4.34M | 3.38% | 9.05K shares | 3.16% → 3.38%+0.22 pp -38 (-0.42%) | Reduced | ↗▾ |
| 04 | AAPLAPPLE INCCOMMON STOCKS View history and evidence | $4.30M | 3.36% | 20.43K shares | 2.79% → 3.36%+0.57 pp -360 (-1.73%) | Reduced | ↗▾ |
| 05 | PFFISHARES PREFERRED & INCOME SEXCHANGE TRADED FUNDS-STOCKS View history and evidence | $4.17M | 3.26% | 132.35K shares | 3.33% → 3.26%-0.07 pp +60 (+0.05%) | Added | ↗▾ |
| 06 | EXMOCEXXON MOBIL CORPCOMMON STOCKS View history and evidence | $3.82M | 2.98% | 33.16K shares | 2.72% → 2.98%+0.26 pp +3.25K (+10.88%) | Added | ↗▾ |
| 07 | GOOGLALPHABET INC-CL ACOMMON STOCKS View history and evidence | $3.48M | 2.72% | 19.11K shares | 2.28% → 2.72%+0.44 pp -215 (-1.11%) | Reduced | ↗▾ |
| 08 | PEPPEPSICO INCCOMMON STOCKS View history and evidence | $3.40M | 2.65% | 20.60K shares | 2.82% → 2.65%-0.17 pp -46 (-0.22%) | Reduced | ↗▾ |
| 09 | MCDMCDONALD'S CORPCOMMON STOCKS View history and evidence | $2.92M | 2.28% | 11.47K shares | 2.55% → 2.28%-0.27 pp -96 (-0.83%) | Reduced | ↗▾ |
| 10 | WFCWELLS FARGO & COCOMMON STOCKS View history and evidence | $2.64M | 2.06% | 44.39K shares | 2.07% → 2.06%-0.01 pp -1.26K (-2.76%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FIS FIDELITY NATIONAL INFO SERV | Non-derivative | -560 | -$41.54K | SEC filing ↗ | SEC filing ↗ |
| PXD PIONEER NATURAL RESOURCES CO | Non-derivative | -95 | -$24.93K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1998269 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 128165923
}Research all 274 reported holdings.
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