13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000934866
Total reported value
$194.5M
$194.5M
125 檔
33.4%
According to the latest 13F quarterly dataset, Peoples Bank /oh managed an equity portfolio of $194.5M at the end of Q3 2024, spanning 125 distinct U.S. exchange-listed positions.
In Q3 2024, Peoples Bank /oh adopted a defensive or profit-taking posture, trimming 78 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.65% | +0.53% | +4.27% | |
| 2 | PEBO | Peoples Bancorp Inc | Stock-Other | 8.98% | -0.19% | -0.28% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.85% | +0.05% | -2.39% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.81% | +0.69% | -6.91% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.92% | +0.03% | +0.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.55% | -0.10% | -0.94% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.86% | -0.04% | -2.40% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.73% | +0.23% | +6.77% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.67% | -0.69% | -2.48% | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.55% | -0.08% | -1.11% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.16% | -0.17% | -1.52% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.09% | +2.80% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.99% | -0.96% | -0.47% | |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 1.89% | -0.04% | -2.46% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.39% | -0.98% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.55% | +0.22% | -7.89% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.54% | +0.51% | -6.28% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.11% | +11.24% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.12% | -6.75% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.24% | -0.02% | -9.82% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.17% | -5.38% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +0.08% | +0.54% | |
| 23 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.15% | — | -0.65% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.50% | -2.48% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.07% | -0.06% | +19.86% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.07% | -0.47% | |
| 27 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.03% | — | -6.15% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.02% | -0.06% | -4.91% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.08% | -1.45% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.03% | +5.40% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.07% | -12.11% | |
| 32 | LII | Lennox International Inc | Stock-Industrials | 0.70% | +0.02% | — | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.66% | — | -4.03% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.14% | -3.05% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.05% | -5.38% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.62% | -0.01% | -9.20% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.08% | -11.05% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.06% | -1.54% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.58% | +0.14% | -4.37% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.56% | -0.05% | -5.03% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.12% | -0.53% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.09% | +694.91% | |
| 43 | ESCA | Escalade Inc | Stock-Other | 0.51% | -0.06% | — | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.16% | EXIT | |
| 45 | PSX | Phillips 66 | Stock-Energy | 0.49% | -0.16% | -2.01% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.46% | -0.07% | — | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | -0.07% | -0.20% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | — | — | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.07% | -3.74% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.17% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +4.27% | Add |
| 2 | AAPL | Apple Inc | +0.3% | +0.49% | Add |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.3% | +6.77% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.2% | +19.86% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.2% | -2.40% | Trim |
| 6 | ORCL | Oracle CORP | +0.1% | -1.45% | Trim |
| 7 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -2.39% | Trim |
| 9 | NVDA | Nvidia CORP | +0.1% | +11.24% | Add |
| 10 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 11 | CHTR | Charter Communications Inc-a | +0.1% | NEW | New buy |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +57.00% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.94% | Trim |
| 14 | DHI | Dr Horton Inc | +0.1% | — | Unchanged |
| 15 | FISV | Fiserv Inc | +0.1% | -4.03% | Trim |
| 16 | MCD | Mcdonald's CORP | +0.1% | -0.53% | Trim |
| 17 | LII | Lennox International Inc | +0.1% | — | Unchanged |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -5.38% | Trim |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +33.08% | Add |
| 20 | LOW | Lowe's Cos Inc | +0.1% | -3.74% | Trim |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | -1.11% | Trim |
| 22 | IWB | Ishares Russell 1000 ETF | +0.1% | -1.52% | Trim |
| 23 | PG | Procter & Gamble Co/the | 0% | -0.98% | Trim |
| 24 | UNH | Unitedhealth Group Inc | 0% | -0.37% | Trim |
| 25 | JNJ | Johnson & Johnson | 0% | -1.54% | Trim |
| 26 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 27 | IBM | Intl Business Machines CORP | 0% | -11.12% | Trim |
| 28 | SHW | Sherwin-williams Co/the | 0% | -6.30% | Trim |
| 29 | UNP | Union Pacific CORP | 0% | -0.20% | Trim |
| 30 | NEE | Nextera Energy Inc | 0% | -0.77% | Trim |
| 31 | CTAS | Cintas CORP | 0% | +277.17% | Add |
| 32 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 33 | PGR | Progressive CORP | 0% | -1.13% | Trim |
| 34 | DE | Deere & Co | 0% | -5.03% | Trim |
| 35 | MS | Morgan Stanley | 0% | +4.35% | Add |
| 36 | ABT | Abbott Laboratories | 0% | +2.95% | Add |
| 37 | BLKCHF | Blackrock Inc | 0% | -0.60% | Trim |
| 38 | ABBV | Abbvie Inc | 0% | -7.00% | Trim |
| 39 | LMT | Lockheed Martin CORP | 0% | -7.67% | Trim |
| 40 | GLW | Corning Inc | 0% | +3.06% | Add |
| 41 | RTX | Rtx CORP | 0% | — | Unchanged |
| 42 | PEG | Public Service Enterprise Gp | 0% | — | Unchanged |
| 43 | MDT | Medtronic plc | 0% | — | Unchanged |
| 44 | HIG | Hartford Insurance Group Inc | 0% | — | Unchanged |
| 45 | PM | Philip Morris International | 0% | — | Unchanged |
| 46 | PKG | Packaging CORP Of America | 0% | — | Unchanged |
| 47 | KO | Coca-cola Co/the | 0% | -5.07% | Trim |
| 48 | PH | Parker Hannifin CORP | 0% | -5.56% | Trim |
| 49 | OMC | Omnicom Group | 0% | — | Unchanged |
| 50 | DFSEUR | Discover Financial Services | 0% | +6.78% | Add |
According to official SEC Form 13F filings, Peoples Bank /oh reported a total U.S. public equity portfolio value of $194.5M across 125 disclosed positions in Q3 2024.
During Q3 2024, Peoples Bank /oh's top holdings by market value included IVV (10.7%)、PEBO (9.0%)、IJH (4.8%). The largest single position, IVV, represented 10.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, PEBO, IJH) accounted for 33.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
CLX
市值: $215.9K
Top Position Liquidated / Trimmed
OMFL
前期市值: $531.6K
In Q3 2024, Peoples Bank /oh made 112 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 78 holdings, and fully liquidating 12 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.