account_balance
Investment manager · 13F filer · SEC CIK 1998269
Peoples Bank
Reported value$103Mas of Sep 30, 2026
Positions97 3 new, 4 sold out
Top 10 weight35.7%MSFT alone is 6%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
5.7%
GOOGLAlphabet Inc.
5.0%Trimmed −5%
BRK-BBerkshire Hathaway Inc
5.0%
AAPLApple Inc.
4.5%Trimmed −8%
VOOVanguard S&P 500
3.8%
QQQInvesco QQQ
2.7%
XOMExxonMobil Holdings Corp
2.4%
PFFiShares Tr U.S.
2.3%
DVYiShares Select Dividend
2.2%
ADIAnalog Devices Inc
2.0%
AMZNAmazon.com Inc
1.9%
XLKS&P SPDR Technology Sbi
1.9%Trimmed −4%
MSFTMicrosoft Corp
5.7%
GOOGLAlphabet Inc.
5.0%Trimmed −5%
BRK-BBerkshire Hathaway Inc
5.0%
AAPLApple Inc.
4.5%
VOOVanguard S&P 500
3.8%
QQQInvesco QQQ
2.7%
XOMExxonMobil Holdings Corp
2.4%
PFFiShares Tr U.S.
2.3%
DVY2.2%
ADI2.0%AMZN1.9%XLK1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 5.7% HeldGOOGL Alphabet Inc. 5.0% Trimmed −5%BRK-B Berkshire Hathaway Inc 5.0% HeldAAPL Apple Inc. 4.5% Trimmed −8%
VOO Vanguard S&P 500 3.8% Held
QQQ Invesco QQQ 2.7% Held
XOM ExxonMobil Holdings Corp 2.4% HeldPFF iShares Tr U.S. 2.3% Held
DVY iShares Select Dividend 2.2% Held
ADI Analog Devices Inc 2.0% HeldAMZN Amazon.com Inc 1.9% HeldXLK S&P SPDR Technology Sbi 1.9% Trimmed −4%
What changed
Biggest moves since Jun 30, 2026
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