PEOPLES BANK /OH
CIK 934866 · View on SEC EDGAR ↗
- Portfolio value
- $192.5M
- Positions
- 100
- As of
- June 30, 2026
#6,578 of 9,443 by 13F value · top 69.7%
Portfolio value QoQ: +19.5% 13F does not disclose cash
- Top 10 holdings weight
- 49.49%
- Top 25 holdings weight
- 74.30%
- Positions above 1%
- 25
- Effective number of positions
- 27.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.03% Est. buys $17,295,095 · sells $3,584,426
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 75.2% still held
- New positions
- 8
- Increased
- 49
- Decreased
- 34
- Closed
- 9
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Financials
11.9%
Technology
9.6%
Energy
3.8%
Industrials
3.5%
Retail
2.8%
Healthcare
2.1%
Communication Services
1.8%
Consumer products
1.4%
Consumer Discretionary
1.1%
Financial Services
0.7%
Materials
0.6%
Communications
0.5%
Consumer Staples
0.3%
Utilities
0.2%
Other/Unmapped
59.7%
Full portfolio 100 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $19,626,163 | 10.19% | 26,207 | $4,056,252 | Up ×2 | ||
| PEBO Peoples Bancorp Inc. - Common Stock | $17,033,408 | 8.85% | 443,463 | $2,454,960 | Down ×1 | ||
| IVW | $12,705,710 | 6.60% | 92,385 | $3,197,684 | Up ×1 | ||
| IJH | $10,173,356 | 5.28% | 131,933 | $1,738,049 | Up ×1 | ||
| SPY SPY | $7,555,073 | 3.92% | 10,117 | $1,069,229 | Up ×1 | ||
| IWB | $6,171,576 | 3.21% | 15,071 | $722,983 | Down ×1 | ||
| IVE | $5,832,727 | 3.03% | 25,688 | $1,325,305 | Up ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $5,572,016 | 2.89% | 94,473 | $-201,957 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $5,439,101 | 2.83% | 18,797 | $938,132 | Up ×1 | ||
| IJR | $5,161,042 | 2.68% | 34,799 | $785,702 | Down ×6 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $5,071,852 | 2.63% | 61,769 | $1,658,327 | Up ×2 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $4,720,649 | 2.45% | 88,784 | $639,312 | Up ×2 | ||
| ISTB iShares Core 1-5 Year USD Bond ETF | $4,248,476 | 2.21% | 88,051 | $614,461 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $3,942,934 | 2.05% | 23,787 | $-917,772 | Up ×1 | ||
| VEA | $3,934,508 | 2.04% | 55,221 | $1,005,536 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,873,623 | 2.01% | 11,834 | $448,132 | Up ×1 | ||
| DFIV | $2,966,564 | 1.54% | 54,916 | $792,028 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $2,813,005 | 1.46% | 2,437 | $1,989,689 | |||
| DIVB | $2,609,379 | 1.36% | 42,360 | $900,781 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,582,762 | 1.34% | 12,908 | $611,345 | Up ×2 | ||
| PYLD | $2,481,080 | 1.29% | 93,555 | $555,282 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $2,290,344 | 1.19% | 6,140 | $225,533 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,177,714 | 1.13% | 9,137 | $473,027 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,037,855 | 1.06% | 13,897 | $-293,406 | Down ×6 | ||
| IWR | $2,016,538 | 1.05% | 18,279 | $221,674 | Down ×1 | ||
| VWO | $1,899,214 | 0.99% | 31,818 | $357,324 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,897,265 | 0.99% | 13,877 | $-494,602 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,851,540 | 0.96% | 3,287 | $26,442 | Up ×1 | ||
| FESM | $1,784,465 | 0.93% | 36,953 | $865,929 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,419,042 | 0.74% | 1,927 | $460,347 | Up ×2 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,416,221 | 0.74% | 27,022 | $219,325 | Up ×2 | ||
| GLW Corning Incorporated Common Stock | $1,393,115 | 0.72% | 5,454 | $638,481 | Down ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,315,838 | 0.68% | 3,682 | $259,918 | Up ×1 | ||
| ESCA Escalade, Incorporated - Common Stock | $1,226,635 | 0.64% | 65,316 | $105,159 | |||
| LII Lennox International, Inc. Common Stock | $1,226,113 | 0.64% | 2,140 | $232,875 | |||
| BAC Bank of America Corporation Common Stock | $1,219,944 | 0.63% | 21,410 | $191,170 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1,177,044 | 0.61% | 1,628 | $617,191 | Down ×2 | ||
| DE Deere & Company Common Stock | $1,070,114 | 0.56% | 1,687 | $100,108 | Down ×4 | ||
| LLY Eli Lilly and Company Common Stock | $1,047,103 | 0.54% | 873 | $304,850 | Up ×1 | ||
| PSX Phillips 66 Common Stock | $1,041,690 | 0.54% | 6,162 | $-83,090 | Down ×2 | ||
| ORCL Oracle Corporation Common Stock | $1,010,757 | 0.53% | 6,897 | $29,975 | Up ×1 | ||
| EFA | $928,583 | 0.48% | 8,939 | $53,635 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $886,637 | 0.46% | 2,514 | $54,872 | Down ×2 | ||
| VGT | $881,103 | 0.46% | 7,372 | $237,805 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $876,252 | 0.46% | 7,460 | $287,501 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $875,668 | 0.45% | 4,189 | $146,128 | Down ×4 | ||
| VTV | $860,169 | 0.45% | 3,947 | $120,691 | Up ×2 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $843,604 | 0.44% | 6,565 | $64,606 | Up ×1 | ||
| CSX CSX Corporation - Common Stock | $839,713 | 0.44% | 17,667 | $109,350 | Down ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $816,167 | 0.42% | 1,709 | $234,893 | Down ×3 | ||
| SDY | $796,511 | 0.41% | 5,234 | $23,758 | Down ×4 | ||
| IEFA | $794,080 | 0.41% | 8,222 | $15,612 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $792,341 | 0.41% | 847 | $-105,440 | Down ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $715,083 | 0.37% | 1,893 | $264,436 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $669,120 | 0.35% | 2,460 | $28,602 | Down ×3 | ||
| MCD McDonald's Corporation Common Stock | $651,176 | 0.34% | 2,409 | $-74,208 | Up ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $612,523 | 0.32% | 2,778 | $-10,783 | Up ×1 | ||
| DHI D.R. Horton, Inc. Common Stock | $594,512 | 0.31% | 3,650 | $90,227 | Down ×1 | ||
| IWF | $559,758 | 0.29% | 4,508 | $79,206 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $555,872 | 0.29% | 2,209 | $76,087 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $494,733 | 0.26% | 1,948 | $2,675 | Down ×6 | ||
| IBM International Business Machines Corporation Common Stock | $484,243 | 0.25% | 1,722 | $69,269 | Up ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $479,205 | 0.25% | 450 | $190,154 | Up ×1 | ||
| VTI | $471,061 | 0.24% | 1,273 | $62,670 | |||
| LIN Linde plc - Ordinary Shares | $459,780 | 0.24% | 886 | $94,900 | Up ×1 | ||
| V Visa Inc. | $455,623 | 0.24% | 1,328 | $135,247 | Up ×1 | ||
| JEPI | $436,590 | 0.23% | 7,730 | $-1,546 | |||
| LRCX Lam Research Corporation - Common Stock | $403,430 | 0.21% | 931 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $399,951 | 0.21% | 2,108 | $67,970 | Up ×1 | ||
| WMT Walmart Inc. - Common Stock | $399,355 | 0.21% | 3,526 | $140,354 | Up ×1 | ||
| IYW | $391,965 | 0.20% | 1,554 | $110,038 | |||
| CTAS Cintas Corporation - Common Stock | $372,985 | 0.19% | 2,193 | $-51,388 | Down ×6 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $372,210 | 0.19% | 1,081 | $42,683 | Up ×1 | ||
| IWM | $371,957 | 0.19% | 1,238 | $63,941 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $370,040 | 0.19% | 637 | Up ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $367,111 | 0.19% | 1,039 | Up ×1 | |||
| KR Kroger Company (The) Common Stock | $336,679 | 0.17% | 6,063 | $-77,583 | Up ×1 | ||
| SMMU | $336,634 | 0.17% | 6,666 | $134,784 | Up ×1 | ||
| MTUM | $329,460 | 0.17% | 961 | $98,830 | |||
| NEE NextEra Energy, Inc. Common Stock | $318,168 | 0.17% | 3,625 | $23,088 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $315,463 | 0.16% | 759 | ||||
| BP BP p.l.c. Common Stock | $305,761 | 0.16% | 8,275 | $-63,988 | Up ×2 | ||
| SYK Stryker Corporation Common Stock | $295,634 | 0.15% | 939 | $-16,198 | Down ×2 | ||
| PPG PPG Industries, Inc. Common Stock | $288,671 | 0.15% | 2,380 | $32,694 | Down ×1 | ||
| UBSI United Bankshares, Inc. - Common Stock | $262,835 | 0.14% | 5,735 | $25,291 | |||
| ABT Abbott Laboratories Common Stock | $258,972 | 0.13% | 2,854 | $-56,740 | Down ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $258,462 | 0.13% | 1,706 | $46,379 | Up ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $256,990 | 0.13% | 1,898 | $-45,517 | Down ×4 | ||
| PH Parker-Hannifin Corporation Common Stock | $254,312 | 0.13% | 260 | Up ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $241,138 | 0.13% | 809 | Up ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $239,260 | 0.12% | 2,944 | $6,850 | Down ×2 | ||
| TRV The Travelers Companies, Inc. Common Stock | $233,395 | 0.12% | 707 | $26,594 | Down ×2 | ||
| GPC Genuine Parts Company Common Stock | $231,241 | 0.12% | 1,960 | $28,200 | Up ×1 | ||
| SCHD | $229,993 | 0.12% | 7,253 | $7,409 | Down ×2 | ||
| PRU Prudential Financial, Inc. Common Stock | $223,307 | 0.12% | 2,069 | $22,163 | Up ×1 | ||
| EVSM | $216,988 | 0.11% | 4,313 | Up ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $214,502 | 0.11% | 629 | Up ×1 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $211,696 | 0.11% | 3,674 | $-24,780 | Down ×1 | ||
| COP ConocoPhillips Common Stock | $205,841 | 0.11% | 1,980 | $-67,399 | Down ×3 | ||
| JBS JBS N.V. Class A Common Shares | $129,758 | 0.07% | 10,950 | $-66,904 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| IBM | $484,243 | 0.25% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Bought more | +2K | +$4.1M |
| IVW | Bought more | +8K | +$3.2M |
| PEBO | Trimmed | -55 | +$2.5M |
| MU | Price move only | +0 | +$2.0M |
| IJH | Bought more | +7K | +$1.7M |
| SHY | Bought more | +20K | +$1.7M |
| IVE | Bought more | +4K | +$1.3M |
| SPY | Bought more | +144 | +$1.1M |
| VEA | Bought more | +10K | +$1.0M |
| AAPL | Bought more | +1K | +$938K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| JPIE | Dec. 31, 2025 | 46,077 | $2,138,436 | No longer tracked |
| FNDF | March 31, 2025 | 43,050 | $1,429,694 | No longer tracked |
| AGG | June 30, 2026 | 5,000 | $496,350 | No longer tracked |
| VRIG | June 30, 2025 | 16,891 | $423,626 | |
| UNH | June 30, 2025 | 776 | $406,436 | 24.2% |
| IGM | March 31, 2025 | 3,917 | $399,887 | No longer tracked |
| SMB | March 31, 2026 | 21,899 | $381,262 | No longer tracked |
| MINT | June 30, 2026 | 3,433 | $345,257 | No longer tracked |
| SCHD | Sept. 30, 2025 | 11,459 | $303,668 | No longer tracked |
| VTEB | Sept. 30, 2025 | 6,041 | $296,190 | No longer tracked |
| FISV | Dec. 31, 2025 | 2,250 | $290,092 | -23.3% |
| DSI | March 31, 2025 | 2,611 | $287,864 | No longer tracked |
| CME | June 30, 2026 | 893 | $263,749 | 23.7% |
| VCSH | March 31, 2026 | 3,252 | $259,282 | |
| IEI | June 30, 2026 | 2,175 | $257,955 | |
| NFLX | Dec. 31, 2025 | 214 | $256,569 | -15.1% |
| CHTR | Sept. 30, 2025 | 615 | $251,418 | -46.5% |
| MEAR | Sept. 30, 2025 | 4,935 | $248,082 | No longer tracked |
| HON | June 30, 2026 | 1,096 | $247,729 | -1.9% |
| HYG | Sept. 30, 2025 | 3,000 | $241,950 | No longer tracked |
| MUB | March 31, 2026 | 2,227 | $238,534 | No longer tracked |
| XMHQ | March 31, 2025 | 2,379 | $234,261 | No longer tracked |
| SMTH | June 30, 2026 | 9,000 | $231,795 | No longer tracked |
| SJNK | Sept. 30, 2025 | 9,094 | $231,715 | No longer tracked |
| GEHC | March 31, 2026 | 2,797 | $229,412 | 4.0% |
| ATSG | June 30, 2025 | 9,832 | $220,631 | No longer tracked |
| UNH | March 31, 2026 | 661 | $218,203 | 43.1% |
| NOC | June 30, 2026 | 317 | $216,269 | 9.8% |
| SPYV | June 30, 2026 | 3,816 | $215,909 | No longer tracked |
| PGR | Sept. 30, 2025 | 804 | $214,556 | -10.9% |
| BSV | March 31, 2026 | 2,685 | $211,605 | No longer tracked |
| ANET | March 31, 2025 | 1,868 | $206,471 | 143.1% |
| GOVT | June 30, 2026 | 9,000 | $206,190 | No longer tracked |
| DHR | March 31, 2025 | 885 | $203,152 | 4.4% |
| CLX | March 31, 2025 | 1,225 | $198,952 | -28.4% |
| VCIT | March 31, 2026 | 300 | $25,125 |