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
101 檔
28.3%
In Q1 2026, Peoples Bank /oh's U.S. equity holdings reached a combined market value of $194.5M, distributed across 101 disclosed stock positions.
In Q1 2026, Peoples Bank /oh adopted a defensive or profit-taking posture, trimming 60 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, PEBO, IVW) accounted for 28.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.73% | +0.53% | +0.55% | |
| 2 | PEBO | Peoples Bancorp Inc | Stock-Other | 8.95% | -0.19% | +1.61% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.92% | +0.69% | -2.37% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.18% | +0.05% | -2.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.98% | -0.10% | -3.36% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.57% | -0.69% | -0.04% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-Other | 3.34% | -0.17% | +19.03% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 3.00% | -0.96% | -0.48% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.03% | -4.87% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.80% | +0.23% | -2.48% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.70% | -0.04% | -5.75% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.52% | -0.08% | +0.04% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.24% | -0.04% | +1.20% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.12% | -4.26% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.11% | +0.51% | +1.90% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.80% | +0.22% | -16.05% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.50% | -0.50% | -3.63% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | -0.39% | -2.21% | |
| 19 | DFIV | Dimensional International Va | ETF-Other | 1.38% | +0.18% | +22.16% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.27% | -0.09% | -6.15% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.11% | +0.68% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.19% | +0.09% | +4.25% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.14% | -0.06% | +0.90% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | -0.17% | -2.03% | |
| 25 | DIVB | Ishares Core Dividend ETF | ETF-Other | 1.05% | +0.29% | +3.12% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | +0.07% | -1.60% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.96% | +0.03% | — | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.74% | -0.01% | +0.88% | |
| 29 | PSX | Phillips 66 | Stock-Energy | 0.70% | -0.16% | -0.40% | |
| 30 | ESCA | Escalade Inc | Stock-Other | 0.69% | -0.06% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.03% | -10.24% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.63% | — | -1.38% | |
| 33 | LII | Lennox International Inc | Stock-Industrials | 0.61% | +0.02% | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.08% | -5.20% | |
| 35 | DE | Deere & Co | Stock-Industrials | 0.60% | -0.05% | -4.97% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | +0.14% | +35.15% | |
| 37 | FESM | Fidelity Enhanced Small Cap | ETF-Small Cap | 0.56% | +0.36% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.14% | -1.53% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.06% | +7.74% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.07% | -2.58% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.52% | -0.08% | -24.81% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.51% | -0.07% | -9.12% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +0.94% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.05% | -2.90% | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.49% | +0.25% | -0.68% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.46% | -0.01% | -0.81% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.12% | -5.71% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.08% | -3.24% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.01% | +143.48% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.45% | — | -8.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PEBO | Peoples Bancorp Inc | +0.8% | +1.61% | Add |
| 2 | CVX | Chevron CORP | +0.8% | -0.48% | Trim |
| 3 | XOM | Exxon Mobil CORP | +0.4% | -3.63% | Trim |
| 4 | IWB | Ishares Russell 1000 ETF | +0.4% | +19.03% | Add |
| 5 | DFIV | Dimensional International Va | +0.3% | +22.16% | Add |
| 6 | VTV | Vanguard Value ETF | +0.3% | +143.48% | Add |
| 7 | PSX | Phillips 66 | +0.2% | -0.40% | Trim |
| 8 | GLW | Corning Inc | +0.2% | -0.68% | Trim |
| 9 | ESCA | Escalade Inc | +0.1% | — | Unchanged |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +35.15% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 12 | DE | Deere & Co | +0.1% | -4.97% | Trim |
| 13 | COST | Costco Wholesale CORP | +0.1% | -1.53% | Trim |
| 14 | BP | Bp Plc-spons Adr | +0.1% | +1.94% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -2.90% | Trim |
| 16 | COP | Conocophillips | +0.1% | -3.28% | Trim |
| 17 | CSX | Csx CORP | 0% | -0.81% | Trim |
| 18 | DIVB | Ishares Core Dividend ETF | 0% | +3.12% | Add |
| 19 | EFA | Ishares Msci Eafe ETF | 0% | +7.74% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | +22.85% | Add |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.06% | Trim |
| 22 | CAT | Caterpillar Inc | 0% | -0.24% | Trim |
| 23 | PPG | Ppg Industries Inc | 0% | +14.87% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | -8.65% | Trim |
| 25 | AMAT | Applied Materials Inc | 0% | -18.68% | Trim |
| 26 | PYLD | Pimco Multisector Bond Actv | 0% | +4.25% | Add |
| 27 | KR | Kroger Co | 0% | -3.72% | Trim |
| 28 | LIN | Linde plc | 0% | -3.16% | Trim |
| 29 | NEE | Nextera Energy Inc | 0% | -0.03% | Trim |
| 30 | HON | Honeywell International Inc | 0% | — | Unchanged |
| 31 | SCHD | Schwab US Dvd Equity ETF | 0% | -0.63% | Trim |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +1.90% | Add |
| 33 | IWR | Ishares Russell Mid-cap ETF | 0% | +0.90% | Add |
| 34 | KO | Coca-cola Co/the | 0% | -0.18% | Trim |
| 35 | CME | Cme Group Inc | 0% | — | Unchanged |
| 36 | PEP | Pepsico Inc | 0% | -2.15% | Trim |
| 37 | UBSI | United Bankshares Inc | 0% | — | Unchanged |
| 38 | JBS | Jbs N.v. | 0% | -12.40% | Trim |
| 39 | CSCO | Cisco Systems Inc | — | +1.75% | Add |
| 40 | UNP | Union Pacific CORP | — | -4.03% | Trim |
| 41 | BMY | Bristol-myers Squibb Co | — | -9.86% | Trim |
| 42 | RTX | Rtx CORP | — | -4.11% | Trim |
| 43 | TRV | Travelers Cos Inc/the | — | -0.42% | Trim |
| 44 | TJX | Tjx Companies Inc | — | -3.70% | Trim |
| 45 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 46 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +0.88% | Add |
| 48 | PRU | Prudential Financial Inc | 0% | — | Unchanged |
| 49 | MCD | Mcdonald's CORP | 0% | -5.71% | Trim |
| 50 | DHI | Dr Horton Inc | 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 101 disclosed positions in Q1 2026.
During Q1 2026, Peoples Bank /oh's top holdings by market value included IVV (9.7%)、PEBO (8.9%)、IVW (5.9%). The largest single position, IVV, represented 9.7% 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
VWO
市值: $1.6M
Top Position Liquidated / Trimmed
SMB
前期市值: $381.3K
In Q1 2026, Peoples Bank /oh made 97 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 60 holdings, and fully liquidating 7 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.