Peoples Bank/Ks
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$99.4M
Q ending 2026-03-31
Prior quarter
$99.5M
Q ending 2025-12-31
Change
-0.1% QoQ · -32.6% YoY
Positions
99
reported holdings
Largest positions
All 99 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc | BRK/B | Shares | $5.2M | 11K |
| Alphabet | GOOGL | Shares | $4.3M | 15K |
| Microsoft | MSFT | Shares | $4.3M | 12K |
| Apple | AAPL | Shares | $3.4M | 13K |
| Vanguard S&P 500 | VOO | Shares | $3.2M | 5K |
| Exxon Mobil | XOM | Shares | $2.6M | 15K |
| Ishares Tr U.S. | PFF | Shares | $2.5M | 81K |
| Invesco Qqq | QQQ | Shares | $2.5M | 4K |
| Ishares Select Dividend | DVY | Shares | $2.2M | 15K |
| Wells Fargo | WFC | Shares | $2.1M | 26K |
| Wal-Mart | WMT | Shares | $2.0M | 16K |
| Mcdonalds | MCD | Shares | $1.8M | 6K |
| Jp Morgan | JPM | Shares | $1.8M | 6K |
| Analog | ADI | Shares | $1.8M | 6K |
| Johnson & | JNJ | Shares | $1.8M | 7K |
| Pepsico | PEP | Shares | $1.8M | 12K |
| General Dynamics | GD | Shares | $1.7M | 5K |
| Amazon.Com | AMZN | Shares | $1.7M | 8K |
| Enbridge | ENB | Shares | $1.6M | 30K |
| S&P Spdr Technology Sbi | XLK | Shares | $1.5M | 12K |
| S&P Spdr Select | XLE | Shares | $1.4M | 24K |
| Lowe'S Companies | LOW | Shares | $1.4M | 6K |
| Cencora | COR | Shares | $1.4M | 5K |
| Mckesson | MCK | Shares | $1.3M | 1K |
| Visa | V | Shares | $1.3M | 4K |
| Oracle | ORCL | Shares | $1.2M | 8K |
| Taiwan Semiconductor | TSM | Shares | $1.2M | 3K |
| Home Depot | HD | Shares | $1.1M | 3K |
| Bank New York Mellon | BNY | Shares | $1.0M | 9K |
| Procter & Gamble | PG | Shares | $985K | 7K |
| Caterpillar | CAT | Shares | $937K | 1K |
| S&P Spdr Select | XLF | Shares | $937K | 19K |
| Mastercard | MA | Shares | $918K | 2K |
| Cisco Systems | CSCO | Shares | $918K | 12K |
| Novartis | NVS | Shares | $915K | 6K |
| Honeywell | HONGBP | Shares | $898K | 4K |
| Elevance Health | ELV | Shares | $877K | 3K |
| Meta Platforms | META | Shares | $846K | 1K |
| Chevron | CVX | Shares | $837K | 4K |
| Comcast | CMCSA | Shares | $824K | 29K |
| S&P Spdr | XLB | Shares | $823K | 16K |
| Verizon Communications | VZ | Shares | $816K | 16K |
| Mondelez International | MDLZ | Shares | $801K | 14K |
| Spdr Dow Jones Industrial | DIA | Shares | $798K | 2K |
| Coca Cola | KO | Shares | $793K | 10K |
| Sanofi | SNY | Shares | $786K | 16K |
| Union Pacific | UNP | Shares | $757K | 3K |
| Vanguard Communication | VOX | Shares | $752K | 4K |
| Spdr S&P 500 | SPY | Shares | $739K | 1K |
| Ishares Msci | EFA | Shares | $731K | 8K |
| Select Sector Spdr Tr | XLRE | Shares | $697K | 17K |
| Medtronic | Shares | $694K | 8K | |
| At&T | T | Shares | $650K | 22K |
| Cvs Health | CVS | Shares | $649K | 9K |
| Ishares Micro Cap | IWC | Shares | $638K | 4K |
| Pfizer | PFE | Shares | $617K | 22K |
| S&P Spdr | XLU | Shares | $611K | 13K |
| Spdr Gold Tr | GLD | Shares | $602K | 1K |
| Abbvie | ABBV | Shares | $586K | 3K |
| Unilever Plc | UL | Shares | $582K | 10K |
| Tesla | TSLA | Shares | $581K | 2K |
| Cme Group | CME | Shares | $574K | 2K |
| Essential Utils | WTRG | Shares | $547K | 14K |
| Nvidia | NVDA | Shares | $540K | 3K |
| Omnicom Group | OMC | Shares | $482K | 6K |
| Philip Morris | PM | Shares | $478K | 3K |
| Adobe Sys | ADBE | Shares | $476K | 2K |
| Garmin | Shares | $476K | 2K | |
| Devon Energy | DVN | Shares | $467K | 9K |
| Merck & Co | MRK | Shares | $457K | 4K |
| Ishares Tr | IGIB | Shares | $426K | 8K |
| 3 M | MMM | Shares | $424K | 3K |
| Lockheed Martin | LMT | Shares | $423K | 700 |
| Nextera | NEE | Shares | $413K | 4K |
| Rtx | RTX | Shares | $410K | 2K |
| Conoco | COP | Shares | $409K | 3K |
| Charles Schwab | SCHW | Shares | $396K | 4K |
| Ishares Russell | IWM | Shares | $389K | 2K |
| Starbucks | SBUX | Shares | $375K | 4K |
| Public Storage Oper Co | PSA | Shares | $348K | 1K |
| American Electric | AEP | Shares | $348K | 3K |
| Citigroup | C | Shares | $333K | 3K |
| S&P Spdr Consumer | XLP | Shares | $332K | 4K |
| International Flavors & | IFF | Shares | $323K | 4K |
| Walt Disney | DIS | Shares | $313K | 3K |
| Blackrock | BLK | Shares | $312K | 324 |
| Carmax | KMX | Shares | $306K | 7K |
| Slb Limited | SLB | Shares | $293K | 6K |
| Fedex | FDX | Shares | $290K | 815 |
| Gsk Plc Sponsored | GSK | Shares | $278K | 5K |
| Ishares High Yield Corporate | HYG | Shares | $265K | 3K |
| Phillips | PSX | Shares | $256K | 1K |
| Air Prods & | APD | Shares | $235K | 810 |
| Salesforce | CRM | Shares | $228K | 1K |
| S&P Spdr | XLI | Shares | $209K | 1K |
| Southern | SO | Shares | $208K | 2K |
| Global X Fds Us Infr | PAVE | Shares | $206K | 4K |
| Brown Forman | BF/B | Shares | $206K | 8K |
| Abbott | ABT | Shares | $201K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.