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CIK: 0000934866
Total reported value
$194.5M
$194.5M
97 檔
30.6%
At the close of Q2 2025, Peoples Bank /oh disclosed equity holdings valued at approximately $194.5M, spread across 97 reported holdings.
In Q2 2025, Peoples Bank /oh adopted a defensive or profit-taking posture, trimming 54 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including PEBO, IVV, IVW) accounted for 30.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp Inc | Stock-Other | 10.68% | -0.19% | -0.62% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.22% | +0.53% | -2.65% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.66% | +0.69% | -1.59% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.19% | +0.05% | -7.15% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.00% | -0.10% | -2.51% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.80% | -0.69% | +17.32% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.95% | +0.23% | +5.51% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.73% | -0.17% | -0.15% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.69% | -0.08% | -12.29% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.65% | -0.04% | -9.10% | |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.36% | -0.04% | +1.79% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.33% | +0.03% | -3.24% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.21% | +0.51% | +15.72% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.17% | +0.22% | +8.44% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.09% | -0.96% | +0.02% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.09% | -2.14% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | -0.12% | -0.75% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.67% | -0.39% | -0.50% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.17% | +1.02% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.11% | +55.89% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.34% | — | -12.36% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.07% | +0.07% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.09% | -0.06% | -14.25% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.08% | -4.37% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 1.03% | +0.18% | +20.29% | |
| 26 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.01% | +0.29% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.50% | -1.60% | |
| 28 | LII | Lennox International Inc | Stock-Industrials | 0.80% | +0.02% | — | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.78% | -0.01% | +2.26% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.61% | -0.08% | +1.01% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.07% | -0.75% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | — | +3.81% | |
| 33 | ESCA | Escalade Inc | Stock-Other | 0.58% | -0.06% | — | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.58% | -0.05% | +1.10% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.14% | -1.70% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.54% | -0.07% | +1.52% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.16% | EXIT | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.50% | +0.94% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.12% | +0.78% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | -0.06% | -6.78% | |
| 41 | PSX | Phillips 66 | Stock-Energy | 0.46% | -0.16% | -2.33% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.44% | +0.06% | — | |
| 43 | MS | Morgan Stanley | Stock-Financials | 0.43% | — | +5.32% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.14% | -10.75% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.03% | -10.24% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | -0.07% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.01% | +6.94% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | +0.06% | -4.19% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.05% | -3.15% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.07% | -0.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIVB | Ishares Core Dividend ETF | +1% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.7% | +55.89% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.6% | -1.59% | Trim |
| 4 | MU | Micron Technology Inc | +0.5% | NEW | New buy |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | NEW | New buy |
| 6 | VGIT | Vanguard Intermediate-term T | +0.4% | +17.32% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | -2.14% | Trim |
| 8 | ORCL | Oracle CORP | +0.3% | -4.37% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.3% | +8.44% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +1.02% | Add |
| 11 | DFIV | Dimensional International Va | +0.2% | +20.29% | Add |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +15.72% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.75% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.65% | Trim |
| 15 | BSV | Vanguard Short-term Bond ETF | +0.1% | NEW | New buy |
| 16 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 17 | IWB | Ishares Russell 1000 ETF | +0.1% | -0.15% | Trim |
| 18 | JBS | Jbs N.v. | +0.1% | NEW | New buy |
| 19 | AVGO | Broadcom Inc | +0.1% | -7.07% | Trim |
| 20 | AMZN | Amazon.com Inc | +0.1% | +0.07% | Add |
| 21 | MS | Morgan Stanley | +0.1% | +5.32% | Add |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +6.94% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.51% | Trim |
| 24 | BAC | Bank Of America CORP | +0.1% | +3.81% | Add |
| 25 | IVE | Ishares S&p 500 Value ETF | +0.1% | +5.51% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +12.50% | Add |
| 27 | ABBV | Abbvie Inc | 0% | +40.31% | Add |
| 28 | VGT | Vanguard Info Tech ETF | 0% | -4.19% | Trim |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | -0.08% | Trim |
| 30 | AMAT | Applied Materials Inc | 0% | -2.75% | Trim |
| 31 | NFLX | Netflix Inc | 0% | -12.02% | Trim |
| 32 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 33 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.01% | Add |
| 34 | DE | Deere & Co | 0% | +1.10% | Add |
| 35 | WMT | Walmart Inc | 0% | +7.03% | Add |
| 36 | CSX | Csx CORP | 0% | -1.33% | Trim |
| 37 | GLW | Corning Inc | 0% | -3.97% | Trim |
| 38 | CHTR | Charter Communications Inc-a | 0% | — | Unchanged |
| 39 | QQQ | Invesco Qqq Trust Series 1 | — | -10.75% | Trim |
| 40 | RTX | Rtx CORP | — | -0.26% | Trim |
| 41 | HON | Honeywell International Inc | — | — | Unchanged |
| 42 | UBSI | United Bankshares Inc | — | — | Unchanged |
| 43 | SYK | Stryker CORP | — | -3.69% | Trim |
| 44 | CME | Cme Group Inc | — | — | Unchanged |
| 45 | COST | Costco Wholesale CORP | 0% | -1.70% | Trim |
| 46 | CTAS | Cintas CORP | 0% | -4.10% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | 0% | -10.24% | Trim |
| 48 | KR | Kroger Co | 0% | -2.90% | Trim |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | Unchanged |
| 50 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Peoples Bank /oh reported a total U.S. public equity portfolio value of $194.5M across 97 disclosed positions in Q2 2025.
During Q2 2025, Peoples Bank /oh's top holdings by market value included PEBO (10.7%)、IVV (10.2%)、IVW (6.7%). The largest single position, PEBO, 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.
Top New Position Initiated
DIVB
市值: $1.6M
Top Position Liquidated / Trimmed
UNH
前期市值: $432.6K
In Q2 2025, Peoples Bank /oh made 86 total portfolio adjustments, initiating 6 new buys, adding to 23 positions, trimming 54 holdings, and fully liquidating 3 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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