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CIK: 0000934866
Total reported value
$194.5M
$194.5M
94 檔
28.8%
The Q1 2025 SEC filing reveals that Peoples Bank /oh held a total portfolio value of $194.5M, covering 94 public equity positions.
In Q1 2025, Peoples Bank /oh displayed an active expansion posture, initiating 94 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including PEBO, IVV, IVW) accounted for 28.8% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp Inc | Stock-Other | 11.09% | -0.19% | -3.58% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.08% | +0.53% | -2.16% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.06% | +0.69% | +1.92% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.59% | +0.05% | -0.23% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.94% | -0.10% | -5.33% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.42% | -0.69% | -0.80% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.21% | -0.08% | -0.43% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.96% | -0.04% | -3.34% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.90% | +0.23% | -14.29% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.77% | +0.03% | -29.76% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.62% | -0.17% | -2.80% | |
| 12 | CVX | Chevron CORP | Stock-Energy | 2.59% | -0.96% | -4.93% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.45% | -0.04% | -0.93% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.03% | +0.51% | +0.66% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.91% | -0.39% | -5.77% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.89% | +0.22% | -1.51% | |
| 17 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.62% | — | +7.12% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | -0.12% | -4.75% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.09% | -18.99% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.42% | -0.02% | -8.85% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.17% | -3.25% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.25% | -0.06% | -0.44% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.50% | -6.40% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.07% | -2.94% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.84% | +0.18% | — | |
| 26 | LII | Lennox International Inc | Stock-Industrials | 0.83% | +0.02% | — | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.81% | -0.01% | -0.26% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.08% | -14.22% | |
| 29 | ESCA | Escalade Inc | Stock-Other | 0.67% | -0.06% | — | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.11% | -44.99% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.07% | -1.63% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.08% | -13.98% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.14% | -19.42% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.56% | -0.07% | -0.79% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.56% | -0.05% | -30.32% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.16% | EXIT | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | — | -4.54% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | -0.12% | -2.40% | |
| 39 | PSX | Phillips 66 | Stock-Energy | 0.52% | -0.16% | -7.27% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.06% | -8.22% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.48% | -0.05% | -5.91% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | -0.07% | -0.17% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.03% | -21.44% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.14% | -30.48% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.07% | -6.00% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.08% | -66.85% | |
| 47 | FISV | Fiserv Inc | Stock-Other | 0.38% | — | -61.52% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.37% | +0.06% | -14.84% | |
| 49 | CSX | Csx CORP | Stock-Industrials | 0.36% | -0.01% | -4.92% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.36% | -0.07% | -9.92% |
According to official SEC Form 13F filings, Peoples Bank /oh reported a total U.S. public equity portfolio value of $194.5M across 94 disclosed positions in Q1 2025.
During Q1 2025, Peoples Bank /oh's top holdings by market value included PEBO (11.1%)、IVV (10.1%)、IVW (6.1%). The largest single position, PEBO, represented 11.1% of total portfolio value.
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Top New Position Initiated
PEBO
市值: $16.9M
In Q1 2025, Peoples Bank /oh made 94 total portfolio adjustments, initiating 94 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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