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CIK: 0000934866
Total reported value
$194.5M
$194.5M
97 檔
28.7%
The Q4 2025 SEC filing reveals that Peoples Bank /oh held a total portfolio value of $194.5M, covering 97 public equity positions.
Peoples Bank /oh executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 42 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, PEBO, IVW) accounted for 28.7% of total reported equity market value during Q4 2025.
| # | 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% | -2.11% | |
| 2 | PEBO | Peoples Bancorp Inc | Stock-Other | 8.13% | -0.19% | -5.35% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.67% | +0.69% | -1.53% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.23% | +0.05% | -1.64% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.37% | -0.10% | -0.05% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.63% | -0.69% | -3.65% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.03% | +3.55% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.97% | -0.17% | — | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.91% | +0.23% | -1.23% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.79% | -0.04% | -1.33% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.58% | -0.08% | -3.57% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.12% | -5.76% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.26% | -0.04% | -3.62% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.25% | -0.96% | +0.17% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.11% | +0.22% | -3.27% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.10% | +0.51% | -3.71% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.09% | +1.34% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.49% | -0.39% | -0.15% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.17% | +1.34% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.11% | -16.59% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | +0.07% | +1.87% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.17% | +0.09% | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.13% | -0.06% | -0.10% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.12% | -0.50% | +0.48% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 1.08% | +0.18% | -2.41% | |
| 26 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.01% | +0.29% | -2.65% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.08% | -9.46% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.03% | +6.12% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.75% | -0.01% | -3.69% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | — | +4.15% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | -0.08% | +3.20% | |
| 32 | LII | Lennox International Inc | Stock-Industrials | 0.64% | +0.02% | — | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.16% | EXIT | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.07% | +1.40% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.08% | +0.24% | |
| 36 | ESCA | Escalade Inc | Stock-Other | 0.55% | -0.06% | -2.70% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.55% | -0.07% | -0.06% | |
| 38 | MS | Morgan Stanley | Stock-Financials | 0.54% | — | -0.92% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.52% | -0.05% | -1.36% | |
| 40 | PSX | Phillips 66 | Stock-Energy | 0.50% | -0.16% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | -0.06% | -0.04% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.14% | -1.72% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | -0.12% | +0.91% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.14% | -0.41% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | -0.05% | -8.92% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.06% | — | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.43% | +0.94% | -62.99% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | -0.01% | +1.02% | |
| 49 | CSX | Csx CORP | Stock-Industrials | 0.42% | -0.01% | +0.08% | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.41% | -0.07% | -2.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +3.55% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.12% | Add |
| 3 | LLY | Eli Lilly & Co | +0.2% | +0.24% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.05% | Trim |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.11% | Trim |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +18.91% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.53% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.1% | +1.87% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.48% | Add |
| 10 | IWB | Ishares Russell 1000 ETF | +0.1% | — | Unchanged |
| 11 | AMAT | Applied Materials Inc | +0.1% | +0.35% | Add |
| 12 | BAC | Bank Of America CORP | +0.1% | +4.15% | Add |
| 13 | VCIT | Vanguard Int-term Corporate | +0.1% | +42.57% | Add |
| 14 | DFIV | Dimensional International Va | +0.1% | -2.41% | Trim |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.1% | -1.23% | Trim |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -8.92% | Trim |
| 17 | MS | Morgan Stanley | +0.1% | -0.92% | Trim |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +1.92% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.20% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +6.55% | Add |
| 21 | BMY | Bristol-myers Squibb Co | 0% | +5.19% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | -3.27% | Trim |
| 23 | JNJ | Johnson & Johnson | 0% | -0.51% | Trim |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.64% | Trim |
| 25 | IBM | Intl Business Machines CORP | 0% | +1.02% | Add |
| 26 | ESCA | Escalade Inc | 0% | -2.70% | Trim |
| 27 | WMT | Walmart Inc | 0% | +3.23% | Add |
| 28 | GLW | Corning Inc | 0% | -0.17% | Trim |
| 29 | RTX | Rtx CORP | 0% | -0.47% | Trim |
| 30 | EFA | Ishares Msci Eafe ETF | 0% | -0.04% | Trim |
| 31 | KO | Coca-cola Co/the | 0% | +2.22% | Add |
| 32 | CSX | Csx CORP | 0% | +0.08% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | -1.33% | Trim |
| 34 | PRU | Prudential Financial Inc | 0% | +1.41% | Add |
| 35 | V | Visa Inc-class A Shares | 0% | +2.94% | Add |
| 36 | GEHC | GE Healthcare Technology | 0% | -0.43% | Trim |
| 37 | NEE | Nextera Energy Inc | 0% | +0.35% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.41% | Trim |
| 39 | MCD | Mcdonald's CORP | 0% | +0.91% | Add |
| 40 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 41 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 42 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.06% | Trim |
| 43 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 44 | UNH | Unitedhealth Group Inc | 0% | +6.76% | Add |
| 45 | BP | Bp Plc-spons Adr | 0% | — | Unchanged |
| 46 | SMB | Vaneck Short Muni ETF | 0% | — | Unchanged |
| 47 | DIVB | Ishares Core Dividend ETF | — | -2.65% | Trim |
| 48 | PEP | Pepsico Inc | — | -5.21% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 50 | CME | Cme Group Inc | — | +2.06% | Add |
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 Q4 2025.
During Q4 2025, Peoples Bank /oh's top holdings by market value included IVV (10.3%)、PEBO (8.1%)、IVW (6.7%). The largest single position, IVV, represented 10.3% 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
PYLD
市值: $1.9M
Top Position Liquidated / Trimmed
JPIE
前期市值: $2.1M
In Q4 2025, Peoples Bank /oh made 85 total portfolio adjustments, initiating 6 new buys, adding to 34 positions, trimming 42 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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