Institutional Manager · CIK 0001998269
Peoples Bank/KS
PRATT, KS · File #028-23411
Latest AUM
$99.5M
Positions
98
Top-10 Concentration
41.6%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202598 pos · $99.5M
- 13F HOLDINGS REPORTQ/E Sep 202597 pos · $100.7M
- 13F HOLDINGS REPORTQ/E Jun 2025120 pos · $149.1M
- 13F HOLDINGS REPORTQ/E Mar 2025333 pos · $147.5M
- 13F HOLDINGS REPORTQ/E Dec 2024318 pos · $144.6M
- 13F HOLDINGS REPORTQ/E Sep 2024320 pos · $149.1M
- 13F HOLDINGS REPORTQ/E Jun 2024275 pos · $128.2M
- 13F HOLDINGS REPORTQ/E Mar 2024271 pos · $127.9M
- 13F HOLDINGS REPORTQ/E Dec 2023269 pos · $116.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | MICROSOFT | MSFT | 11,714 | $5.7M | 7.09% |
| 2 | BERKSHIRE HATHAWAY INC | BRK-A | 10,066 | $5.1M | 6.34% |
| 3 | ALPHABET | GOOG | 15,188 | $4.8M | 5.95% |
| 4 | APPLE | AAPL | 13,060 | $3.6M | 4.45% |
| 5 | INVESCO QQQ | IVZ | 4,406 | $2.7M | 3.39% |
| 6 | WELLS FARGO | 949746101 | 27,509 | $2.6M | 3.21% |
| 7 | ISHARES TR U.S. | 464288687 | 82,315 | $2.5M | 3.19% |
| 8 | VANGUARD S&P 500 | 922908363 | 3,738 | $2.3M | 2.94% |
| 9 | ISHARES SELECT DIVIDEND | 464287168 | 14,323 | $2.0M | 2.53% |
| 10 | JP MORGAN | VYLD | 6,195 | $2.0M | 2.50% |
| 11 | AMAZON.COM | AMZN | 8,292 | $1.9M | 2.40% |
| 12 | WAL-MART | WMT | 16,508 | $1.8M | 2.30% |
| 13 | EXXON MOBIL | XOM | 15,279 | $1.8M | 2.30% |
| 14 | MCDONALDS | MCD | 5,875 | $1.8M | 2.25% |
| 15 | S&P SPDR TECHNOLOGY SBI | 81369Y803 | 11,962 | $1.7M | 2.16% |
| 16 | PEPSICO | PEP | 11,804 | $1.7M | 2.12% |
| 17 | GENERAL DYNAMICS | GD | 4,940 | $1.7M | 2.08% |
| 18 | ORACLE | ORCL-PD | 8,232 | $1.6M | 2.01% |
| 19 | ANALOG | ADI | 5,727 | $1.6M | 1.94% |
| 20 | JOHNSON & | JNJ | 7,492 | $1.6M | 1.94% |