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Home > Institutional Investor > Peoples Bank > Profile

Instuitional Investor - Peoples Bank

Fund Profile
Filing Period:
Fund Name: Peoples Bank
Portfolio Value $144,571,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 20,771 $9,414,788 6.51%
2.
Microsoft Corp
 MSFT 18,964 $7,993,292 5.52%
3.
Apple Inc.
 AAPL 20,217 $5,062,719 3.5%
4.
Invesco Qqq Trust
 8,963 $4,582,030 3.16%
5.
Ishares Tr U.s. Pfd Stk Etf
 131,380 $4,129,179 2.85%
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)