CIK: 0000934866
Total reported value
$162.9M
Reporting period: 2026-03-31 · Number of holdings: 143
PEOPLES BANK /OH disclosed 143 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $162.9M and a quarterly turnover rate of 14.6%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "P"
Peoples Bank /oh's disclosed holdings carry a Herfindahl concentration index of 0.036 — mathematically equivalent to about 28 equally-sized positions, well below its 143 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.63), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 28% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add PEBO
+1.6% $1.5M
Add CVX
-0.5% $1.3M
Trim IVW
-2.4% -$1.1M
Trim IVV
+0.5% -$679.9K
Trim MSFT
-6.2% -$812.6K
Trim IEI
-74.1% -$745.3K
Showing top 101 holdings (of 143 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.73% | -0.53% | +0.55% | |
| 2 | PEBO | Peoples Bancorp INC | Stock-Other | 8.95% | +0.82% | +1.61% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.92% | -0.75% | -2.37% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.18% | — | -2.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.98% | -0.39% | -3.36% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.57% | — | -0.04% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.34% | +0.37% | +19.03% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.00% | +0.75% | -0.48% | |
| 9 | AAPL | Apple INC | Stock-Tech | 2.81% | -0.39% | -4.87% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.80% | -0.11% | -2.48% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.70% | — | -5.75% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.52% | — | +0.04% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.24% | — | +1.20% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.33% | -4.26% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.11% | — | +1.90% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.80% | -0.31% | -16.05% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | +0.38% | -3.63% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | — | -2.21% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 1.38% | +0.30% | +22.16% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.52% | -6.15% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.09% | +0.68% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.19% | — | +4.25% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.14% | — | +0.90% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.21% | -2.03% | |
| 25 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.05% | — | +3.12% | |
| 26 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.05% | -0.14% | -1.60% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | +0.96% | NEW | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.74% | — | +0.88% | |
| 29 | PSX | Phillips 66 | Stock-Energy | 0.70% | +0.20% | -0.40% | |
| 30 | ESCA | Escalade INC | Stock-Other | 0.69% | +0.14% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | -0.14% | -10.24% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | -0.10% | -1.38% | |
| 33 | LII | Lennox International INC | Stock-Industrials | 0.61% | — | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.25% | -5.20% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.60% | +0.08% | -4.97% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.12% | +35.15% | |
| 37 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.56% | +0.56% | NEW | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | — | -1.53% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | — | +7.74% | |
| 40 | HD | Home Depot INC | Stock-Consumer Disc | 0.53% | — | -2.58% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | -0.17% | -24.81% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.51% | — | -9.12% | |
| 43 | MU | Micron Technology INC | Stock-Tech | 0.51% | +0.08% | — | |
| 44 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.51% | — | -2.90% | |
| 45 | GLW | Corning INC | Stock-Tech | 0.49% | +0.17% | -0.68% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.46% | — | -0.81% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | — | -5.71% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.10% | -3.24% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.27% | +143.48% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.45% | -0.09% | -8.88% |
Performance for Q3 2026
+5.6%
Performance Last 4 Quarters
+22.7%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 143 | $162.9M | 15 | |
| 2025-12-31 | 143 | $161.2M | 9 | |
| 2025-09-30 | 140 | $162.7M | 19 | |
| 2025-06-30 | 142 | $161.9M | 0 | |
| 2025-03-31 | 140 | $152.4M | 100 | |
| 2024-12-31 | 143 | $169.9M | 0 | |
| 2024-09-30 | 172 | $195.8M | 0 | |
| 2024-06-30 | 181 | $192.7M | 0 | |
| 2024-03-31 | 172 | $179.5M | 0 | |
| 2023-12-31 | 165 | $170.2M | 0 | |
| 2023-09-30 | 161 | $153.1M | 0 | |
| 2023-06-30 | 170 | $163.4M | 0 | |
| 2023-03-31 | 172 | $156.5M | 0 | |
| 2022-12-31 | 174 | $155.3M | 0 | |
| 2022-09-30 | 155 | $149.3M | 0 | |
| 2022-06-30 | 189 | $161.8M | 0 | |
| 2022-03-31 | 195 | $199.2M | 0 | |
| 2021-12-31 | 176 | $202.8M | 0 | |
| 2021-09-30 | 177 | $187.9M | 0 | |
| 2021-06-30 | 176 | $190.4M | 98 | |
| 2021-03-31 | 162 | $184.3M | 20 | |
| 2020-12-31 | 155 | $169.8M | 17 | |
| 2020-09-30 | 142 | $147.2M | 17 | |
| 2020-06-30 | 139 | $141.7M | 20 | |
| 2020-03-31 | 124 | $121.4M | 33 | |
| 2019-12-31 | 150 | $162.7M | 10 | |
| 2019-09-30 | 154 | $155.5M | 6 | |
| 2019-06-30 | 153 | $158.4M | 7 | |
| 2019-03-31 | 164 | $158.2M | 14 | |
| 2018-12-31 | 176 | $148.7M | 35 | |
| 2018-09-30 | 178 | $173.3M | 6 | |
| 2018-06-30 | 173 | $171.9M | 17 | |
| 2018-03-31 | 165 | $170.0M | 8 | |
| 2017-12-31 | 171 | $174.6M | 9 | |
| 2017-09-30 | 170 | $182.9M | 5 | |
| 2017-06-30 | 173 | $178.9M | 4 | |
| 2017-03-31 | 174 | $177.7M | 8 | |
| 2016-12-31 | 165 | $173.1M | 13 | |
| 2016-09-30 | 163 | $161.7M | 7 | |
| 2016-06-30 | 164 | $159.1M | 9 | |
| 2016-03-31 | 163 | $156.4M | 26 | |
| 2015-12-31 | 182 | $168.6M | 0 |
Peoples Bank /oh's most significant position changes for 2026-03-31: New buy: Vanguard Ftse Emerging Marke (VWO); New buy: Fidelity Enhanced Small Cap (FESM); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Jpmorgan Equity Premium Inco (JEPI); Sold out: Vaneck Short Muni ETF (SMB).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp INC | +0.8% | +1.61% | Add |
| 2 | CVX | Chevron CORP | +0.8% | -0.48% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.4% | -3.63% | Trim |
| 4 | IWB | Ishares Russell 1000 ETF | +0.4% | +19.03% | Add |
| 5 | DFIV | Dimensional International Va | +0.3% | +22.16% | Add |
| 6 | VTV | Vanguard Value ETF | +0.3% | +143.48% | Add |
| 7 | PSX | Phillips 66 | +0.2% | -0.40% | Trim |
| 8 | GLW | Corning INC | +0.2% | -0.68% | Trim |
| 9 | ESCA | Escalade INC | +0.1% | — | Unchanged |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +35.15% | Add |
| 11 | MU | Micron Technology INC | +0.1% | — | Unchanged |
| 12 | DE | Deere & Co | +0.1% | -4.97% | Trim |
| 13 | MS | Morgan Stanley | -0.1% | -8.88% | Trim |
| 14 | NVDA | Nvidia CORP | -0.1% | +0.68% | Add |
| 15 | LLY | Eli Lilly & Co | -0.1% | -3.24% | Trim |
| 16 | BAC | Bank Of America CORP | -0.1% | -1.38% | Trim |
| 17 | IVE | Ishares S&p 500 Value ETF | -0.1% | -2.48% | Trim |
| 18 | AVGO | Broadcom INC | -0.1% | -22.80% | Trim |
| 19 | IBM | Intl Business Machines CORP | -0.1% | -12.71% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | -0.1% | -10.24% | Trim |
| 21 | AMZN | Amazon.com INC | -0.1% | -1.60% | Trim |
| 22 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -24.81% | Trim |
| 23 | META | Meta Platforms Inc-class A | -0.2% | -2.03% | Trim |
| 24 | ORCL | Oracle CORP | -0.3% | -5.20% | Trim |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.3% | -16.05% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | -0.3% | -4.26% | Trim |
| 27 | AAPL | Apple INC | -0.4% | -4.87% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -3.36% | Trim |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | -0.5% | -74.13% | Trim |
| 30 | MSFT | Microsoft CORP | -0.5% | -6.15% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.5% | +0.55% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | -0.8% | -2.37% | Trim |
| 33 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 34 | FESM | Fidelity Enhanced Small Cap | — | NEW | New buy |
| 35 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 36 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 37 | SMB | Vaneck Short Muni ETF | — | EXIT | Sold out |
| 38 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 39 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | — | EXIT | Sold out |
| 41 | MUB | Ishares National Muni Bond E | — | EXIT | Sold out |
| 42 | UNH | Unitedhealth Group INC | — | EXIT | Sold out |
| 43 | SMTH | Alps Smth Cor Bd Plus ETF | — | NEW | New buy |
| 44 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | New buy |
| 45 | GEHC | GE Healthcare Technology | — | EXIT | Sold out |
| 46 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 48 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 49 | GOVT | Ishares US Treasury Bond ETF | — | NEW | New buy |
| 50 | SMMU | Pimco Shrt Trm Muni Bnd ETF | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-29 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-28 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-22 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-30 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-23 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-22 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-03 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-25 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-26 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-28 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-24 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-31 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-29 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-03 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-27 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-27 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-02 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-19 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-01 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-23 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-27 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-01 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-28 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-18 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-07 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-06 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-26 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-31 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-27 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-25 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-02 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-23 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-28 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-08 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001127889
Total reported value
$162.9M
67 stks
2020-03-31
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001536630
Total reported value
$162.9M
34 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002081139
Total reported value
$162.9M
67 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001040197
Total reported value
$17.7B
5,019 stks
2026-03-31
3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF
CIK 0001279926
Total reported value
$185.6M
87 stks
2026-03-31
3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF
CIK 0001391166
Total reported value
$708.8M
211 stks
2026-03-31
3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF