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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BRK.BBerkshire Hathaway Inc Del Cl B New
| 6.52% | $9.415M 20,771 shares@ $453.27 avg price | Decreased -0.24% |
MSFTMicrosoft Corporation
| 5.53% | $7.993M 18,964 shares@ $421.5 avg price | Decreased -0.02% |
AAPLApple Inc
| 3.51% | $5.063M 20,217 shares@ $250.42 avg price | Decreased -0.99% |
QQQInvesco Qqq Trust
| 3.17% | $4.582M 8,963 shares@ $511.22 avg price | Decreased -2.39% |
PFFIshares Tr U.s. Pfd Stk Etf
| 2.86% | $4.129M 131,380 shares@ $31.43 avg price | Decreased -0.37% |
GOOGLAlphabet Inc
| 2.47% | $3.562M 18,818 shares@ $189.3 avg price | Increased 0.03% |
XOMExxon Mobil Corp
| 2.45% | $3.53M 32,817 shares@ $107.57 avg price | Decreased -0.43% |
MCDMcdonalds Corp
| 2.29% | $3.305M 11,401 shares@ $289.88 avg price | Decreased -0.51% |
PEPPepsico Inc
| 2.13% | $3.068M 20,179 shares@ $152.06 avg price | Decreased -0.54% |
WFCWells Fargo & Co
| 2.08% | $3.005M 42,789 shares@ $70.24 avg price | Decreased -2.55% |