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JOHN TERRILL

@Peoples Bank Ks

Latest period2024 - Q4ReportedManaged Assets$144.571MTotal holdings317
Assets growth rate-3.01%Assets growth rate (2-Q avg)6.65%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Peoples Bank Ks's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Peoples Bank Ks over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 144.571M in assets, with a quarterly growth rate of -3.01% and a 2-quarter average growth rate of 6.65%. The portfolio is managed by JOHN TERRILL, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -0.24%
6.52%
$9.415M
20,771 shares@ $453.27 avg price
MSFTMicrosoft Corporation
Recent Activity
Decreased -0.02%
5.53%
$7.993M
18,964 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Decreased -0.99%
3.51%
$5.063M
20,217 shares@ $250.42 avg price
QQQInvesco Qqq Trust
Recent Activity
Decreased -2.39%
3.17%
$4.582M
8,963 shares@ $511.22 avg price
PFFIshares Tr U.s. Pfd Stk Etf
Recent Activity
Decreased -0.37%
2.86%
$4.129M
131,380 shares@ $31.43 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.43%
2.45%
$3.53M
32,817 shares@ $107.57 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -0.51%
2.29%
$3.305M
11,401 shares@ $289.88 avg price
PEPPepsico Inc
Recent Activity
Decreased -0.54%
2.13%
$3.068M
20,179 shares@ $152.06 avg price
WFCWells Fargo & Co
Recent Activity
Decreased -2.55%
2.08%
$3.005M
42,789 shares@ $70.24 avg price
JPMJp Morgan Chase & Co
Recent Activity
Decreased -1.49%
2.05%
$2.961M
12,354 shares@ $239.71 avg price