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CIK: 0000934866
Total reported value
$194.5M
$194.5M
124 檔
30.3%
As reported in its official Q1 2024 Form 13F filing, Peoples Bank /oh's tracked investment portfolio stood at $194.5M with 124 total positions.
During Q1 2024, Peoples Bank /oh's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including PEBO, IVV, IJH) accounted for 30.3% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp Inc | Stock-Other | 9.69% | -0.19% | -0.17% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.02% | +0.53% | -1.87% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.38% | +0.05% | +373.01% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.92% | +0.69% | -8.55% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.88% | -0.10% | -1.30% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.49% | -0.69% | +8.09% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.32% | -0.04% | -0.53% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.03% | -1.64% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.62% | -0.08% | +14.38% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.52% | -0.04% | +5.80% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.51% | +0.23% | +26.12% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.26% | -0.96% | -2.08% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.20% | -0.17% | -0.18% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.09% | -3.59% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.72% | +0.51% | +6.75% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.39% | -4.52% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.70% | +0.22% | +0.54% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.54% | -0.02% | +7.02% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.28% | -0.12% | -0.31% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.24% | -0.50% | -4.48% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.16% | -0.06% | -1.70% | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.12% | — | +5.30% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.03% | +0.08% | +0.85% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.17% | +1.16% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | -0.06% | -0.16% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | +0.07% | +0.02% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.11% | +1.06% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | -0.05% | -2.45% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.07% | -1.05% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.72% | -0.01% | -19.85% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.08% | +3.89% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.08% | +7.25% | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.69% | -0.16% | -1.51% | |
| 34 | FISV | Fiserv Inc | Stock-Other | 0.68% | — | -1.04% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.64% | -0.05% | +0.36% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.06% | -1.74% | |
| 37 | LII | Lennox International Inc | Stock-Industrials | 0.62% | +0.02% | — | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.16% | EXIT | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.14% | -2.29% | |
| 40 | ESCA | Escalade Inc | Stock-Other | 0.54% | -0.06% | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.14% | -3.06% | |
| 42 | BLFS | Biolife Solutions Inc | Stock-Other | 0.50% | — | — | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | -0.07% | -1.73% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.46% | -0.07% | +3.59% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | — | -5.55% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.44% | -0.01% | -2.91% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.07% | -0.57% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.03% | -1.41% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.12% | -7.91% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.44% | -0.06% | +0.90% |
According to official SEC Form 13F filings, Peoples Bank /oh reported a total U.S. public equity portfolio value of $194.5M across 124 disclosed positions in Q1 2024.
During Q1 2024, Peoples Bank /oh's top holdings by market value included PEBO (9.7%)、IVV (9.0%)、IJH (5.4%). The largest single position, PEBO, represented 9.7% of total portfolio value.
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In Q1 2024, Peoples Bank /oh made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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