PB
Peoples Bank /oh — 13F Filing & Top Stock Positions (Q2 2026)
Peoples Bank /ohCIK: 0000934866
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$194.5M
Reporting period: 2026-06-30 · Number of holdings: 143
PEOPLES BANK /OH disclosed 143 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $194.5M and a quarterly turnover rate of 23.5%.
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Personality snowflake
- Concentration
- 14.74
- Portfolio Stability
- 23.46
- Momentum
- 100
- Sector conviction
- 55.43
- Diversification
- 100
- Sizing Uniformity
- 83.53
Peoples Bank /oh's disclosed holdings carry a Herfindahl concentration index of 0.037 — mathematically equivalent to about 27 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 1.65), 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 31% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim CVX
+1.2% -$923.9K
Add MU
0.0% $2.0M
Add IVW
+9.8% $3.2M
Trim VGIT
-2.5% -$202.3K
Add IVV
+9.8% $4.1M
Add SHY
+49.1% $1.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 100 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 | 10.26% | +0.53% | +9.77% | |
| 2 | PEBO | Peoples Bancorp Inc | Stock-Other | 8.76% | -0.19% | -0.01% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.61% | +0.69% | +9.77% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.23% | +0.05% | +5.62% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.88% | -0.10% | +1.44% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.17% | -0.17% | -1.37% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.03% | +0.23% | +20.11% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.88% | -0.69% | -2.55% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.03% | +5.72% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.66% | -0.04% | -1.13% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.62% | +0.51% | +49.10% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.44% | -0.08% | +15.68% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.20% | -0.04% | +17.31% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.04% | -0.96% | +1.24% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.02% | +0.22% | +20.81% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.12% | +1.40% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.56% | +0.18% | +32.32% | |
| 18 | MU | Micron Technology Inc | Stock-Tech | 1.45% | +0.94% | — | |
| 19 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.34% | +0.29% | +33.75% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.11% | +14.11% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.28% | +0.09% | +27.10% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.09% | +10.04% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.07% | +11.63% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.08% | -0.06% | -0.95% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.39% | -13.65% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.50% | -1.53% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.99% | +0.03% | +11.42% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.17% | +3.04% | |
| 29 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.92% | +0.36% | +52.88% | |
| 30 | GLW | Corning Inc | Stock-Tech | 0.74% | +0.25% | -4.21% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.73% | -0.01% | +18.54% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.14% | +16.01% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.03% | +0.27% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.29% | -2.42% | |
| 35 | ESCA | Escalade Inc | Stock-Other | 0.63% | -0.06% | — | |
| 36 | LII | Lennox International Inc | Stock-Industrials | 0.63% | +0.02% | — | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | — | +1.45% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.55% | -0.05% | -2.03% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.54% | -0.16% | -0.19% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.08% | +8.18% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.08% | +3.45% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.06% | -0.77% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.09% | -1.60% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.07% | -1.54% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.05% | +1.30% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.45% | +0.06% | +699.57% | |
| 47 | MS | Morgan Stanley | Stock-Financials | 0.45% | — | -5.50% | |
| 48 | CSX | Csx CORP | Stock-Industrials | 0.45% | -0.01% | -0.68% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.44% | -0.07% | -1.06% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | -0.08% | -4.06% |
1–50 of 100
Portfolio Performance
Performance for Q3 2026
+3.9%
Performance Last 4 Quarters
+21.3%
- Stdev
- +10.6%
- Beta
- +0.75
- Alpha
- +1.8%
- Max Drawdown
- -7.9%
- Annualized Perf
- +17.6%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.23
- Stutzer
- +0.46
- Treynor
- +0.22
- Sterling
- +1.18
- Calmar
- +2.23
- Information Ratio
- -0.6
- Tracking Error
- +5.2%
- Stdev Down
- +5.2%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +28.1%
- Worst 12 Months
- +6.7%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.6
- Stdev Sectors
- +9.2%
- Skewness
- -0.15
- Kurtosis
- -0.45
- Upside Potential
- +4.8
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 143 | $194.5M | 23 | ||
| 2026 Q1 | 143 | $162.9M | 15 | ||
| 2025 Q4 | 143 | $161.2M | 9 | ||
| 2025 Q3 | 140 | $162.7M | 19 | ||
| 2025 Q2 | 142 | $161.9M | 0 | ||
| 2025 Q1 | 140 | $152.4M | 100 | ||
| 2024 Q4 | 143 | $169.9M | 0 | ||
| 2024 Q3 | 172 | $195.8M | 0 | ||
| 2024 Q2 | 181 | $192.7M | 0 | ||
| 2024 Q1 | 172 | $179.5M | 0 | ||
| 2023 Q4 | 165 | $170.2M | 0 | ||
| 2023 Q3 | 161 | $153.1M | 0 | ||
| 2023 Q2 | 170 | $163.4M | 0 | ||
| 2023 Q1 | 172 | $156.5M | 0 | ||
| 2022 Q4 | 174 | $155.3M | 0 | ||
| 2022 Q3 | 155 | $149.3M | 0 | ||
| 2022 Q2 | 189 | $161.8M | 0 | ||
| 2022 Q1 | 195 | $199.2M | 0 | ||
| 2021 Q4 | 176 | $202.8M | 0 | ||
| 2021 Q3 | 177 | $187.9M | 0 | ||
| 2021 Q2 | 176 | $190.4M | 98 | ||
| 2021 Q1 | 162 | $184.3M | 20 | ||
| 2020 Q4 | 155 | $169.8M | 17 | ||
| 2020 Q3 | 142 | $147.2M | 17 | ||
| 2020 Q2 | 139 | $141.7M | 20 | ||
| 2020 Q1 | 124 | $121.4M | 33 | ||
| 2019 Q4 | 150 | $162.7M | 10 | ||
| 2019 Q3 | 154 | $155.5M | 6 | ||
| 2019 Q2 | 153 | $158.4M | 7 | ||
| 2019 Q1 | 164 | $158.2M | 14 | ||
| 2018 Q4 | 176 | $148.7M | 35 | ||
| 2018 Q3 | 178 | $173.3M | 6 | ||
| 2018 Q2 | 173 | $171.9M | 17 | ||
| 2018 Q1 | 165 | $170.0M | 8 | ||
| 2017 Q4 | 171 | $174.6M | 9 | ||
| 2017 Q3 | 170 | $182.9M | 5 | ||
| 2017 Q2 | 173 | $178.9M | 4 | ||
| 2017 Q1 | 174 | $177.7M | 8 | ||
| 2016 Q4 | 165 | $173.1M | 13 | ||
| 2016 Q3 | 163 | $161.7M | 7 | ||
| 2016 Q2 | 164 | $159.1M | 9 | ||
| 2016 Q1 | 163 | $156.4M | 26 | ||
| 2015 Q4 | 182 | $168.6M | 0 |
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
Peoples Bank /oh's most significant position changes for 2026-06-30: Sold out: Ishares Core U.s. Aggregate (AGG); New buy: Lam Research CORP (LRCX); New buy: Advanced Micro Devices (AMD); New buy: Alphabet Inc-cl C (GOOG); Sold out: Pimco Enhanced Short Maturit (MINT).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | — | Unchanged |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +9.77% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +9.77% | Add |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +49.10% | Add |
| 5 | FESM | Fidelity Enhanced Small Cap | +0.4% | +52.88% | Add |
| 6 | DIVB | Ishares Core Dividend ETF | +0.3% | +33.75% | Add |
| 7 | AMAT | Applied Materials Inc | +0.3% | -2.42% | Trim |
| 8 | GLW | Corning Inc | +0.3% | -4.21% | Trim |
| 9 | IVE | Ishares S&p 500 Value ETF | +0.2% | +20.11% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.2% | +20.81% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 12 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 14 | DFIV | Dimensional International Va | +0.2% | +32.32% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.2% | NEW | New buy |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +16.01% | Add |
| 17 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 18 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 19 | NVDA | Nvidia CORP | +0.1% | +14.11% | Add |
| 20 | EVSM | Eaton Vance Shrt Dur Muni | +0.1% | NEW | New buy |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 22 | PYLD | Pimco Multisector Bond Actv | +0.1% | +27.10% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -1.60% | Trim |
| 24 | AVGO | Broadcom Inc | +0.1% | +30.01% | Add |
| 25 | LLY | Eli Lilly & Co | +0.1% | +8.18% | Add |
| 26 | AMZN | Amazon.com Inc | +0.1% | +11.63% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | +10.29% | Add |
| 28 | VGT | Vanguard Info Tech ETF | +0.1% | +699.57% | Add |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.64% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.62% | Add |
| 31 | WMT | Walmart Inc | +0.1% | +69.19% | Add |
| 32 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.1% | +66.61% | Add |
| 33 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 34 | AAPL | Apple Inc | 0% | +5.72% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | 0% | +11.42% | Add |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +0.27% | Add |
| 37 | V | Visa Inc-class A Shares | 0% | +25.28% | Add |
| 38 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 39 | LII | Lennox International Inc | 0% | — | Unchanged |
| 40 | LIN | Linde plc | 0% | +20.38% | Add |
| 41 | BAC | Bank Of America CORP | — | +1.45% | Add |
| 42 | MS | Morgan Stanley | — | -5.50% | Trim |
| 43 | DHI | Dr Horton Inc | — | -0.68% | Trim |
| 44 | IWM | Ishares Russell 2000 ETF | — | -0.32% | Trim |
| 45 | TJX | Tjx Companies Inc | — | +28.46% | Add |
| 46 | GPC | Genuine Parts Co | — | +2.08% | Add |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +18.54% | Add |
| 48 | VTV | Vanguard Value ETF | 0% | +4.72% | Add |
| 49 | CSX | Csx CORP | 0% | -0.68% | Trim |
| 50 | IBM | Intl Business Machines CORP | 0% | +0.50% | Add |
1–50 of 109
Filing History
FAQ
What is Peoples Bank /oh and what type of investor is it?
Peoples Bank /oh is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $194.5M, spread across 143 disclosed positions.
What are Peoples Bank /oh's largest equity positions?
Based on the latest 13F filing, Peoples Bank /oh's top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $20.0M (10.3%)
2. Peoples Bancorp Inc (PEBO) — $17.0M (8.8%)
3. Ishares S&p 500 Growth ETF (IVW) — $12.9M (6.6%)
4. Ishares Core S&p Midcap ETF (IJH) — $10.2M (5.2%)
5. Ss Spdr S&p 500 ETF Trust-us (SPY) — $7.6M (3.9%)
What changes did Peoples Bank /oh make in its most recent portfolio filing?
In the latest reported quarter, Peoples Bank /oh made 100 notable position adjustments: 8 new positions were initiated, 48 existing holdings were added to, 35 positions were partially reduced, and 9 were completely exited. The largest of these moves: Sold out: Ishares Core U.s. Aggregate (AGG); New buy: Lam Research CORP (LRCX); New buy: Advanced Micro Devices (AMD); New buy: Alphabet Inc-cl C (GOOG); Sold out: Pimco Enhanced Short Maturit (MINT)
What sectors does Peoples Bank /oh focus on?
Peoples Bank /oh is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 35.4%
• Energy: 12.5%
• Financials: 11.9%
• Consumer Discretionary: 9.1%
• Industrials: 8.9%
• Health Care: 7.0%
Investment Profile
Peoples Bank /oh returned an annualized 17.6% over the trailing 36 months — outperforming the S&P 500 by 1.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.75 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 35.4% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 23 over the past 4 quarters — a shift toward more active trading.
It has added to its PEBO position over the past two quarters (+$3.9M, now $17.0M), while trimming PG over the same stretch (-$327.5K, still holding $2.1M).
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Developer Access
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REST API
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