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Home > Institutional Investor > Peoples Bank > Profile

Instuitional Investor - Peoples Bank

Fund Profile
Filing Period:
Fund Name: Peoples Bank
Portfolio Value $147,458,451
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 20,505 $10,920,453 7.41%
2.
Microsoft Corp
 MSFT 18,937 $7,108,465 4.82%
3.
Apple Inc.
 AAPL 20,662 $4,589,624 3.11%
4.
Invesco Qqq Trust
 8,602 $4,033,530 2.74%
5.
Ishares Tr U.s. Pfd Stk Etf
 129,665 $3,983,257 2.7%
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)