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Home > Institutional Investor > Peoples Bank > Profile

Instuitional Investor - Peoples Bank

Fund Profile
Filing Period:
Fund Name: Peoples Bank
Portfolio Value $149,096,065
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 20,471 $9,944,198 6.67%
2.
Microsoft Corp
 MSFT 18,941 $9,421,443 6.32%
3.
Invesco Qqq Trust
 8,401 $4,634,328 3.11%
4.
Apple Inc.
 AAPL 20,657 $4,238,197 2.84%
5.
Ishares Tr U.s. Pfd Stk Etf
 130,024 $3,989,136 2.68%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)