Peoples Bank holds a diversified book of 98 reported positions worth $102.9M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened Keurig DR Pepper Inc and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Alphabet Inc-CL A at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Peoples Bank files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Peoples Bank's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~10 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
77% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peoples Bank
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 80 | $591.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $415.2M |
| Hoffman, Alan N Investment Management | 8 / 80 | $149.2M |
| 9823 Capital, L.P. | 8 / 80 | $126.0M |
| Ketron Financial | 15 / 80 | $264.9M |
| Thor Trading Advisors, LLC | 15 / 80 | $261.4M |
| Independent Investors Inc | 27 / 80 | $422.2M |
| Westchester Capital Management, Inc. | 28 / 80 | $443.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Peoples Bank: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Common Stock | $5.7M | 15.8K | 5.5% | ▲+5.2% Added · +787 sh | |
| 2 | Berkshire Hathaway Inc Common Stock | $5.1M | 10.3K | 5.0% | ▼−4.8% Reduced · −525 sh | |
| 3 | APPLE Common Stock | $4.3M | 15.0K | 4.2% | ▲+12% Added · +2K sh | |
| 4 | Microsoft Common Stock | $4.3M | 11.6K | 4.2% | ▼−0.9% Reduced · −103 sh | |
| 5 | Vanguard S&P 500 Exchange Traded Fund | $3.8M | 5.5K | 3.7% | ▲+1.6% Added · +88 sh | |
| 6 | Invesco QQQ Exchange Traded Fund | $2.8M | 3.8K | 2.7% | ▼−11% Reduced · −488 sh | |
| 7 | Ishares TR U.S. Exchange Traded Fund | $2.5M | 80.7K | 2.4% | ▼−0.6% Reduced · −513 sh | |
| 8 | Ishares Select Dividend Exchange Traded Fund | $2.3M | 14.6K | 2.2% | ▼−0.3% Reduced · −38 sh | |
| 9 | Analog Common Stock | $2.1M | 5.3K | 2.1% | ▼−5.6% Reduced · −318 sh | |
| 10 | Exxon Mobil Common Stock | $2.1M | 15.0K | 2.0% | ▼−0.7% Reduced · −100 sh | |
| 11 | Wells Fargo Common Stock | $2.0M | 24.4K | 2.0% | ▼−7.4% Reduced · −2K sh | |
| 12 | S&P SPDR Technology Sbi Exchange Traded Fund | $2.0M | 10.4K | 1.9% | ▼−10% Reduced · −1K sh | |
| 13 | Amazon.com Common Stock | $1.9M | 7.9K | 1.8% | ▼−2.0% Reduced · −160 sh | |
| 14 | JP Morgan Common Stock | $1.9M | 5.7K | 1.8% | ▼−6.4% Reduced · −390 sh | |
| 15 | Wal-Mart Common Stock | $1.8M | 16.3K | 1.8% | ▼−0.9% Reduced · −145 sh | |
| 16 | Johnson & Common Stock | $1.8M | 7.2K | 1.8% | ▼−2.6% Reduced · −190 sh | |
| 17 | General Dynamics Common Stock | $1.7M | 4.7K | 1.6% | ▼−3.7% Reduced · −180 sh | |
| 18 | Taiwan Semiconductor Int'l Common Stock | $1.6M | 3.4K | 1.6% | ▲+0.3% Added · +9 sh | |
| 19 | Pepsico Common Stock | $1.6M | 12.0K | 1.6% | ▲+4.2% Added · +488 sh | |
| 20 | Enbridge Int'l Common Stock | $1.6M | 28.9K | 1.5% | ▼−2.6% Reduced · −775 sh | |
| 21 | Lowe's Companies Common Stock | $1.5M | 7.0K | 1.5% | ▲+15% Added · +890 sh | |
| 22 | McDonalds Common Stock | $1.5M | 5.7K | 1.5% | ▼−2.3% Reduced · −132 sh | |
| 23 | Caterpillar Common Stock | $1.4M | 1.3K | 1.4% | ▲+1.9% Added · +25 sh | |
| 24 | VISA Common Stock | $1.3M | 3.9K | 1.3% | ▼−5.7% Reduced · −235 sh | |
| 25 | Cisco Systems Common Stock | $1.3M | 11.3K | 1.3% | ▼−4.1% Reduced · −486 sh | |
| 26 | S&P SPDR Select Exchange Traded Fund | $1.3M | 23.6K | 1.2% | ▲+0.1% Added · +30 sh | |
| 27 | Bank New York Mellon Common Stock | $1.2M | 8.6K | 1.2% | ▼−0.3% Reduced · −30 sh | |
| 28 | Cencora Common Stock | $1.2M | 4.3K | 1.2% | ▼−3.8% Reduced · −170 sh | |
| 29 | Oracle Common Stock | $1.2M | 8.1K | 1.1% | ▼−1.8% Reduced · −144 sh | |
| 30 | Elevance Health Common Stock | $1.1M | 2.9K | 1.1% | ▼−1.7% Reduced · −50 sh | |
| 31 | Home Depot Common Stock | $1.1M | 3.1K | 1.1% | ▼−5.6% Reduced · −185 sh | |
| 32 | McKesson Common Stock | $1.1M | 1.4K | 1.1% | ▼−3.0% Reduced · −45 sh | |
| 33 | S&P SPDR Select Exchange Traded Fund | $964K | 18.0K | 0.9% | ▼−5.2% Reduced · −995 sh | |
| 34 | Mastercard Common Stock | $943K | 1.8K | 0.9% | —Held | |
| 35 | Procter & Gamble Common Stock | $936K | 6.4K | 0.9% | ▼−6.4% Reduced · −435 sh | |
| 36 | CVS Health Common Stock | $929K | 9.0K | 0.9% | ▼−0.6% Reduced · −50 sh | |
| 37 | Novartis Int'l Common Stock | $907K | 5.8K | 0.9% | ▼−3.3% Reduced · −200 sh | |
| 38 | Honeywell Common Stock | $878K | 3.9K | 0.9% | ▼−1.3% Reduced · −50 sh | |
| 39 | SPDR Dow Jones Industrial Exchange Traded Fund | $845K | 1.6K | 0.8% | ▼−6.1% Reduced · −105 sh | |
| 40 | Union Pacific Common Stock | $836K | 3.1K | 0.8% | ▼−1.6% Reduced · −50 sh | |
| 41 | S&P SPDR Exchange Traded Fund | $836K | 16.4K | 0.8% | ▼−0.1% Reduced · −24 sh | |
| 42 | Coca Cola Common Stock | $831K | 10.2K | 0.8% | ▼−1.9% Reduced · −200 sh | |
| 43 | Meta Platforms Common Stock | $823K | 1.5K | 0.8% | ▼−1.2% Reduced · −18 sh | |
| 44 | Ishares Msci International Equity ETF | $787K | 7.6K | 0.8% | ▲+0.6% Added · +43 sh | |
| 45 | Vanguard Communication Exchange Traded Fund | $769K | 4.2K | 0.7% | —Held | |
| 46 | Ishares Micro Cap Exchange Traded Fund | $750K | 3.8K | 0.7% | ▼−6.3% Reduced · −250 sh | |
| 47 | Select Sector SPDR TR Exchange Traded Fund | $748K | 17.0K | 0.7% | ▼−0.6% Reduced · −100 sh | |
| 48 | Mondelez International Common Stock | $712K | 12.3K | 0.7% | ▼−11% Reduced · −2K sh | |
| 49 | SPDR S&P 500 Exchange Traded Fund | $699K | 936 | 0.7% | ▼−18% Reduced · −200 sh | |
| 50 | Sanofi Int'l Common Stock | $699K | 16.4K | 0.7% | ▲+0.4% Added · +60 sh |
This bank page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1998269/holdings"
Use Arkolith to show Peoples Bank/KS's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 10d | 98 | $102.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 99 | $99.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 8d | 98 | $99.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 8d | 97 | $100.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 120 | $149.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 333 | $147.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 8, 2025 | 8d | 318 | $144.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 4d | 320 | $149.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.