Peoples Bank /oh — 13F Filings Deep Dive

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$162.9M

Reporting period: 2026-03-31 · Number of holdings: 143

PEOPLES BANK /OH disclosed 143 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $162.9M and a quarterly turnover rate of 14.6%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "P"

Personality snowflake

Concentration: 14.34
Portfolio Stability: 14.65
Momentum/Contrarian: 100
Sector conviction: 50.85
Diversification: 100
Sizing Uniformity: 83.73

Recent moves

Add PEBO
+1.6%　$1.5M
Add CVX
-0.5%　$1.3M
Trim IVW
-2.4%　-$1.1M
Trim IVV
+0.5%　-$679.9K
Trim MSFT
-6.2%　-$812.6K
Trim IEI
-74.1%　-$745.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 101 holdings (of 143 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%	+0.82%	+1.61%
3	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	5.92%	-0.75%	-2.37%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	5.18%	—	-2.16%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	3.98%	-0.39%	-3.36%
6	VGIT	Vanguard Intermediate-term T	ETF-Other	3.57%	—	-0.04%
7	IWB	Ishares Russell 1000 ETF	ETF-Other	3.34%	+0.37%	+19.03%
8	CVX	Chevron CORP	Stock-Energy	3.00%	+0.75%	-0.48%
9	AAPL	Apple INC	Stock-Tech	2.81%	-0.39%	-4.87%
10	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.80%	-0.11%	-2.48%
11	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.70%	—	-5.75%
12	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	2.52%	—	+0.04%
13	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	2.24%	—	+1.20%
14	JPM	Jpmorgan Chase & Co	Stock-Financials	2.12%	-0.33%	-4.26%
15	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	2.11%	—	+1.90%
16	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.80%	-0.31%	-16.05%
17	XOM	Exxon Mobil CORP	Stock-Energy	1.50%	+0.38%	-3.63%
18	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.46%	—	-2.21%
19	DFIV	Dimensional International Va	ETF-Other	1.38%	+0.30%	+22.16%
20	MSFT	Microsoft CORP	Stock-Tech	1.27%	-0.52%	-6.15%
21	NVDA	Nvidia CORP	Stock-Tech	1.22%	-0.09%	+0.68%
22	PYLD	Pimco Multisector Bond Actv	ETF-Other	1.19%	—	+4.25%
23	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.14%	—	+0.90%
24	META	Meta Platforms Inc-class A	Stock-Comm Services	1.12%	-0.21%	-2.03%
25	DIVB	Ishares Core Dividend ETF	ETF-Other	1.05%	—	+3.12%
26	AMZN	Amazon.com INC	Stock-Consumer Disc	1.05%	-0.14%	-1.60%
27	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.96%	+0.96%	NEW
28	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.74%	—	+0.88%
29	PSX	Phillips 66	Stock-Energy	0.70%	+0.20%	-0.40%
30	ESCA	Escalade INC	Stock-Other	0.69%	+0.14%	—
31	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.65%	-0.14%	-10.24%
32	BAC	Bank Of America CORP	Stock-Financials	0.63%	-0.10%	-1.38%
33	LII	Lennox International INC	Stock-Industrials	0.61%	—	—
34	ORCL	Oracle CORP	Stock-Tech	0.60%	-0.25%	-5.20%
35	DE	Deere & Co	Stock-Industrials	0.60%	+0.08%	-4.97%
36	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.59%	+0.12%	+35.15%
37	FESM	Fidelity Enhanced Small Cap	ETF-Small Cap	0.56%	+0.56%	NEW
38	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.55%	—	-1.53%
39	EFA	Ishares Msci Eafe ETF	ETF-Other	0.54%	—	+7.74%
40	HD	Home Depot INC	Stock-Consumer Disc	0.53%	—	-2.58%
41	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.52%	-0.17%	-24.81%
42	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.51%	—	-9.12%
43	MU	Micron Technology INC	Stock-Tech	0.51%	+0.08%	—
44	MRK	Merck & Co. INC.	Stock-Healthcare	0.51%	—	-2.90%
45	GLW	Corning INC	Stock-Tech	0.49%	+0.17%	-0.68%
46	CSX	Csx CORP	Stock-Industrials	0.46%	—	-0.81%
47	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.46%	—	-5.71%
48	LLY	Eli Lilly & Co	Stock-Healthcare	0.46%	-0.10%	-3.24%
49	VTV	Vanguard Value ETF	ETF-Other	0.45%	+0.27%	+143.48%
50	MS	Morgan Stanley	Stock-Financials	0.45%	-0.09%	-8.88%

1–50 of 101

Portfolio Performance

Performance for Q3 2026

+5.6%

Performance Last 4 Quarters

+22.7%

Based on 72% of reported portfolio value with available pricing

Stdev: +10.3%
Beta: +0.67
Alpha: +1.8%
Max Drawdown: -7.9%
Annualized Perf: +14.6%
Batting Avg vs S&P: +47.2%
Sortino: +2.78
Stutzer: +0.4
Treynor: +0.21
Sterling: +0.99
Calmar: +1.84
Information Ratio: -0.61
Tracking Error: +7%
Stdev Down: +5.1%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +25%
Worst 12 Months: +5.5%
Efficiency Ratio: +0.54
Sharpe: +1.38
Stdev Sectors: +8.1%
Skewness: -0.01
Kurtosis: -0.74
Upside Potential: +4.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	143	$162.9M	15	1IVV 2PEBO 3IVW Top holdings2026-03-31 1.IVV 2.PEBO 3.IVW 4.IJH 5.SPY 6.VGIT 7.IWB 8.CVX 9.AAPL 10.IVE
2025-12-31	143	$161.2M	9	1IVV 2PEBO 3IVW Top holdings2025-12-31 1.IVV 2.PEBO 3.IVW 4.IJH 5.SPY 6.VGIT 7.AAPL 8.IWB 9.IVE 10.IJR
2025-09-30	140	$162.7M	19	1IVV 2PEBO 3IVW Top holdings2025-09-30 1.IVV 2.PEBO 3.IVW 4.IJH 5.SPY 6.VGIT 7.IWB 8.AAPL 9.IVE 10.IJR
2025-06-30	142	$161.9M	0	1PEBO 2IVV 3IVW Top holdings2025-06-30 1.PEBO 2.IVV 3.IVW 4.IJH 5.SPY 6.VGIT 7.IVE 8.IWB 9.IGIB 10.IJR
2025-03-31	140	$152.4M	100	1PEBO 2IVV 3IVW Top holdings2025-03-31 1.PEBO 2.IVV 3.IVW 4.IJH 5.SPY 6.VGIT 7.IGIB 8.IJR 9.IVE 10.AAPL
2024-12-31	143	$169.9M	0	1PEBO 2IVV 3IVW Top holdings2024-12-31 1.PEBO 2.IVV 3.IVW 4.IJH 5.AAPL 6.SPY 7.IVE 8.IJR 9.VGIT 10.IGIB
2024-09-30	172	$195.8M	0	1IVV 2PEBO 3IJH Top holdings2024-09-30 1.IVV 2.PEBO 3.IJH 4.IVW 5.AAPL 6.SPY 7.IJR 8.IVE 9.VGIT 10.IGIB
2024-06-30	181	$192.7M	0	1IVV 2PEBO 3IVW Top holdings2024-06-30 1.IVV 2.PEBO 3.IVW 4.IJH 5.AAPL 6.SPY 7.IJR 8.VGIT 9.IGIB 10.IVE
2024-03-31	172	$179.5M	0	1PEBO 2IVV 3IJH Top holdings2024-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.IJR 8.AAPL 9.IGIB 10.ISTB
2023-12-31	165	$170.2M	0	1PEBO 2IVV 3IJH Top holdings2023-12-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.IJR 8.AAPL 9.ISTB 10.IGIB
2023-09-30	161	$153.1M	0	1PEBO 2IVV 3IJH Top holdings2023-09-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.AAPL 8.IJR 9.CVX 10.ISTB
2023-06-30	170	$163.4M	0	1PEBO 2IVV 3IJH Top holdings2023-06-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.AAPL 7.VGIT 8.IJR 9.ISTB 10.CVX
2023-03-31	172	$156.5M	0	1PEBO 2IVV 3IJH Top holdings2023-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.IJR 8.AAPL 9.ISTB 10.CVX
2022-12-31	174	$155.3M	0	1PEBO 2IVV 3IJH Top holdings2022-12-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.SCHD 7.VGIT 8.IJR 9.ISTB 10.CVX
2022-09-30	155	$149.3M	0	1PEBO 2IVV 3IJH Top holdings2022-09-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IVW 6.SPY 7.BSV 8.IJR 9.SCHD 10.AAPL
2022-06-30	189	$161.8M	0	1PEBO 2IVV 3IJH Top holdings2022-06-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IVW 6.SPY 7.IJR 8.SCHD 9.AAPL 10.BSV
2022-03-31	195	$199.2M	0	1PEBO 2IVV 3IJH Top holdings2022-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.ISTB 7.IJR 8.AAPL 9.SCHD 10.IEI
2021-12-31	176	$202.8M	0	1PEBO 2IVV 3IJH Top holdings2021-12-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.AAPL 7.IJR 8.IGSB 9.IGIB 10.SHY
2021-09-30	177	$187.9M	0	1PEBO 2IVV 3IJH Top holdings2021-09-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.IJR 7.IGSB 8.AAPL 9.IGIB 10.SHY
2021-06-30	176	$190.4M	98	1PEBO 2IVV 3IJH Top holdings2021-06-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.IJR 7.IGSB 8.AAPL 9.IGIB 10.SHY
2021-03-31	162	$184.3M	20	1PEBO 2IVV 3IJH Top holdings2021-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.IJR 7.IGSB 8.SHY 9.IGIB 10.AAPL
2020-12-31	155	$169.8M	17	1PEBO 2IVV 3IJH Top holdings2020-12-31 1.PEBO 2.IVV 3.IJH 4.IGIB 5.IGSB 6.IVW 7.IEI 8.SPY 9.IJR 10.AAPL
2020-09-30	142	$147.2M	17	1PEBO 2IVV 3IEI Top holdings2020-09-30 1.PEBO 2.IVV 3.IEI 4.IJH 5.IVW 6.IGIB 7.IGSB 8.SPY 9.SHY 10.AAPL
2020-06-30	139	$141.7M	20	1PEBO 2IVV 3IEI Top holdings2020-06-30 1.PEBO 2.IVV 3.IEI 4.IJH 5.IVW 6.IGIB 7.SPY 8.IGSB 9.SHY 10.IJR
2020-03-31	124	$121.4M	33	1PEBO 2IVV 3IEI Top holdings2020-03-31 1.PEBO 2.IVV 3.IEI 4.IJH 5.IGIB 6.IVW 7.IGSB 8.SPY 9.SHY 10.IEFA
2019-12-31	150	$162.7M	10	1PEBO 2IVV 3IJH Top holdings2019-12-31 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.IVW 7.SPY 8.SHY 9.IGIB 10.IJR
2019-09-30	154	$155.5M	6	1PEBO 2IVV 3IJH Top holdings2019-09-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.SPY 7.SHY 8.IVW 9.IJR 10.IGIB
2019-06-30	153	$158.4M	7	1PEBO 2IVV 3IJH Top holdings2019-06-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.SPY 7.SHY 8.IVW 9.IJR 10.PG
2019-03-31	164	$158.2M	14	1PEBO 2IVV 3IJH Top holdings2019-03-31 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.SPY 7.SHY 8.IJR 9.IVW 10.PG
2018-12-31	176	$148.7M	35	1PEBO 2IVV 3IJH Top holdings2018-12-31 1.PEBO 2.IVV 3.IJH 4.IGSB 5.IEI 6.SPY 7.IJR 8.SHY 9.IVW 10.PG
2018-09-30	178	$173.3M	6	1PEBO 2IVV 3IJH Top holdings2018-09-30 1.PEBO 2.IVV 3.IJH 4.IGSB 5.IJR 6.VCSH 7.BND 8.SPY 9.IVW 10.IEFA
2018-06-30	173	$171.9M	17	1PEBO 2IVV 3IJH Top holdings2018-06-30 1.PEBO 2.IVV 3.IJH 4.IGSB 5.VCSH 6.IJR 7.BND 8.SPY 9.IVW 10.IEFA
2018-03-31	165	$170.0M	8	1PEBO 2IVV 3IJH Top holdings2018-03-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.SPY 6.IGSB 7.IEFA 8.IJR 9.BND 10.VCIT
2017-12-31	171	$174.6M	9	1PEBO 2IVV 3IJH Top holdings2017-12-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.SPY 6.IEFA 7.BND 8.IGSB 9.IJR 10.VCIT
2017-09-30	170	$182.9M	5	1PEBO 2IVV 3IJH Top holdings2017-09-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IEFA 8.VCIT 9.SPY 10.IJR
2017-06-30	173	$178.9M	4	1PEBO 2IVV 3IJH Top holdings2017-06-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IEFA 8.SPY 9.VCIT 10.IJR
2017-03-31	174	$177.7M	8	1PEBO 2IVV 3IJH Top holdings2017-03-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IJR 8.SPY 9.IEFA 10.PG
2016-12-31	165	$173.1M	13	1PEBO 2IVV 3IJH Top holdings2016-12-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IVW 8.IJR 9.IEFA 10.SPY
2016-09-30	163	$161.7M	7	1PEBO 2IVV 3IJH Top holdings2016-09-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IVW 7.VCIT 8.IGSB 9.SPY 10.PG
2016-06-30	164	$159.1M	9	1PEBO 2IVV 3IJH Top holdings2016-06-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IVW 7.IGSB 8.VCIT 9.SPY 10.PG
2016-03-31	163	$156.4M	26	1PEBO 2IVV 3IJH Top holdings2016-03-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IVW 8.SPY 9.PG 10.IJR
2015-12-31	182	$168.6M	0	1PEBO 2IVV 3IJH Top holdings2015-12-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.IVW 6.IGSB 7.BND 8.SPY 9.PG 10.EFA

Holding changes this quarter

Peoples Bank /oh's most significant position changes for 2026-03-31: New buy: Vanguard Ftse Emerging Marke (VWO); New buy: Fidelity Enhanced Small Cap (FESM); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Jpmorgan Equity Premium Inco (JEPI); Sold out: Vaneck Short Muni ETF (SMB).

Position changes disclosed by Peoples Bank /oh for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	MS	Morgan Stanley	-0.1%	-8.88%	Trim
14	NVDA	Nvidia CORP	-0.1%	+0.68%	Add
15	LLY	Eli Lilly & Co	-0.1%	-3.24%	Trim
16	BAC	Bank Of America CORP	-0.1%	-1.38%	Trim
17	IVE	Ishares S&p 500 Value ETF	-0.1%	-2.48%	Trim
18	AVGO	Broadcom INC	-0.1%	-22.80%	Trim
19	IBM	Intl Business Machines CORP	-0.1%	-12.71%	Trim
20	GOOGL	Alphabet Inc-cl A	-0.1%	-10.24%	Trim
21	AMZN	Amazon.com INC	-0.1%	-1.60%	Trim
22	IEFA	Ishares Core Msci Eafe ETF	-0.2%	-24.81%	Trim
23	META	Meta Platforms Inc-class A	-0.2%	-2.03%	Trim
24	ORCL	Oracle CORP	-0.3%	-5.20%	Trim
25	VEA	Vanguard Ftse Developed ETF	-0.3%	-16.05%	Trim
26	JPM	Jpmorgan Chase & Co	-0.3%	-4.26%	Trim
27	AAPL	Apple INC	-0.4%	-4.87%	Trim
28	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.4%	-3.36%	Trim
29	IEI	Ishares 3-7 Year Treasury Bo	-0.5%	-74.13%	Trim
30	MSFT	Microsoft CORP	-0.5%	-6.15%	Trim
31	IVV	Ishares Core S&p 500 ETF	-0.5%	+0.55%	Add
32	IVW	Ishares S&p 500 Growth ETF	-0.8%	-2.37%	Trim
33	VWO	Vanguard Ftse Emerging Marke	—	NEW	New buy
34	FESM	Fidelity Enhanced Small Cap	—	NEW	New buy
35	AGG	Ishares Core U.s. Aggregate	—	NEW	New buy
36	JEPI	Jpmorgan Equity Premium Inco	—	NEW	New buy
37	SMB	Vaneck Short Muni ETF	—	EXIT	Sold out
38	MINT	Pimco Enhanced Short Maturit	—	NEW	New buy
39	VCIT	Vanguard Int-term Corporate	—	EXIT	Sold out
40	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	Sold out
41	MUB	Ishares National Muni Bond E	—	EXIT	Sold out
42	UNH	Unitedhealth Group INC	—	EXIT	Sold out
43	SMTH	Alps Smth Cor Bd Plus ETF	—	NEW	New buy
44	MTUM	Ishares Msci USA Momentum Fa	—	NEW	New buy
45	GEHC	GE Healthcare Technology	—	EXIT	Sold out
46	NOC	Northrop Grumman CORP	—	NEW	New buy
47	SPYV	Ss Spdr P S&p 500 Value ETF	—	NEW	New buy
48	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
49	GOVT	Ishares US Treasury Bond ETF	—	NEW	New buy
50	SMMU	Pimco Shrt Trm Muni Bnd ETF	—	NEW	New buy

FAQ

What is Peoples Bank /oh and what type of investor is it?

Peoples Bank /oh is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $162.9M, spread across 143 disclosed positions.

What are Peoples Bank /oh's largest equity positions?

Based on the latest 13F filing, Peoples Bank /oh's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $15.9M (9.7%) 2. Peoples Bancorp INC (PEBO) — $14.6M (8.9%) 3. Ishares S&p 500 Growth ETF (IVW) — $9.6M (5.9%) 4. Ishares Core S&p Midcap ETF (IJH) — $8.4M (5.2%) 5. Ss Spdr S&p 500 ETF Trust-us (SPY) — $6.5M (4.0%)

What changes did Peoples Bank /oh make in its most recent portfolio filing?

In the latest reported quarter, Peoples Bank /oh made 48 notable position adjustments: 11 new positions were initiated, 7 existing holdings were added to, 23 positions were partially reduced, and 7 were completely exited. The largest of these moves: New buy: Vanguard Ftse Emerging Marke (VWO); New buy: Fidelity Enhanced Small Cap (FESM); New buy: Ishares Core U.s. Aggregate (AGG); New buy: Jpmorgan Equity Premium Inco (JEPI); Sold out: Vaneck Short Muni ETF (SMB)

What sectors does Peoples Bank /oh focus on?

Peoples Bank /oh is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 29.2% • Energy: 19.4% • Financials: 12.8% • Consumer Staples: 10.0% • Consumer Discretionary: 8.7% • Health Care: 7.1%

Peer Institutions

Institutions with a similar AUM

Vickerman & Driscoll Financial Advisors INC

CIK 0001127889

Total reported value

$162.9M

67 stks

2020-03-31

Stale — no recent filing

Concentration12.9

Portfolio Stability34.4

Sector conviction53.0

AUM within 0.0% of this institution

View detail

Potrero Capital Research LLC

CIK 0001536630

Total reported value

$162.9M

34 stks

2026-03-31

Concentration20.4

Portfolio Stability100.0

Sector conviction100.0

AUM within 0.0% of this institution

View detail

Brindle & Bay Financial Advisors, LLC

CIK 0002081139

Total reported value

$162.9M

67 stks

2026-03-31

Concentration16.4

Portfolio Stability35.7

Sector conviction42.6

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

MAI Capital Management

CIK 0001040197

Total reported value

$17.7B

5,019 stks

2026-03-31

Concentration4.8

Portfolio Stability11.3

Sector conviction47.7

3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail

Pacific Financial Group INC

CIK 0001279926

Total reported value

$185.6M

87 stks

2026-03-31

Concentration14.3

Portfolio Stability19.7

Sector conviction0.0

3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail

Lee Financial Co

CIK 0001391166

Total reported value

$708.8M

211 stks

2026-03-31

Concentration39.6

Portfolio Stability11.8

Sector conviction61.7

3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF

View detail

Peoples Bank /oh — 13F Filings Deep Dive

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$162.9M

Reporting period: 2026-03-31 · Number of holdings: 143

PEOPLES BANK /OH disclosed 143 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $162.9M and a quarterly turnover rate of 14.6%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "P"

Personality snowflake

Concentration: 14.34
Portfolio Stability: 14.65
Momentum/Contrarian: 100
Sector conviction: 50.85
Diversification: 100
Sizing Uniformity: 83.73

Recent moves

Add PEBO
+1.6%　$1.5M
Add CVX
-0.5%　$1.3M
Trim IVW
-2.4%　-$1.1M
Trim IVV
+0.5%　-$679.9K
Trim MSFT
-6.2%　-$812.6K
Trim IEI
-74.1%　-$745.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 101 holdings (of 143 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%	+0.82%	+1.61%
3	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	5.92%	-0.75%	-2.37%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	5.18%	—	-2.16%
5	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	3.98%	-0.39%	-3.36%
6	VGIT	Vanguard Intermediate-term T	ETF-Other	3.57%	—	-0.04%
7	IWB	Ishares Russell 1000 ETF	ETF-Other	3.34%	+0.37%	+19.03%
8	CVX	Chevron CORP	Stock-Energy	3.00%	+0.75%	-0.48%
9	AAPL	Apple INC	Stock-Tech	2.81%	-0.39%	-4.87%
10	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.80%	-0.11%	-2.48%
11	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.70%	—	-5.75%
12	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	2.52%	—	+0.04%
13	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	2.24%	—	+1.20%
14	JPM	Jpmorgan Chase & Co	Stock-Financials	2.12%	-0.33%	-4.26%
15	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	2.11%	—	+1.90%
16	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.80%	-0.31%	-16.05%
17	XOM	Exxon Mobil CORP	Stock-Energy	1.50%	+0.38%	-3.63%
18	PG	Procter & Gamble Co/the	Stock-Consumer Staples	1.46%	—	-2.21%
19	DFIV	Dimensional International Va	ETF-Other	1.38%	+0.30%	+22.16%
20	MSFT	Microsoft CORP	Stock-Tech	1.27%	-0.52%	-6.15%
21	NVDA	Nvidia CORP	Stock-Tech	1.22%	-0.09%	+0.68%
22	PYLD	Pimco Multisector Bond Actv	ETF-Other	1.19%	—	+4.25%
23	IWR	Ishares Russell Mid-cap ETF	ETF-Other	1.14%	—	+0.90%
24	META	Meta Platforms Inc-class A	Stock-Comm Services	1.12%	-0.21%	-2.03%
25	DIVB	Ishares Core Dividend ETF	ETF-Other	1.05%	—	+3.12%
26	AMZN	Amazon.com INC	Stock-Consumer Disc	1.05%	-0.14%	-1.60%
27	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.96%	+0.96%	NEW
28	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	0.74%	—	+0.88%
29	PSX	Phillips 66	Stock-Energy	0.70%	+0.20%	-0.40%
30	ESCA	Escalade INC	Stock-Other	0.69%	+0.14%	—
31	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.65%	-0.14%	-10.24%
32	BAC	Bank Of America CORP	Stock-Financials	0.63%	-0.10%	-1.38%
33	LII	Lennox International INC	Stock-Industrials	0.61%	—	—
34	ORCL	Oracle CORP	Stock-Tech	0.60%	-0.25%	-5.20%
35	DE	Deere & Co	Stock-Industrials	0.60%	+0.08%	-4.97%
36	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.59%	+0.12%	+35.15%
37	FESM	Fidelity Enhanced Small Cap	ETF-Small Cap	0.56%	+0.56%	NEW
38	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.55%	—	-1.53%
39	EFA	Ishares Msci Eafe ETF	ETF-Other	0.54%	—	+7.74%
40	HD	Home Depot INC	Stock-Consumer Disc	0.53%	—	-2.58%
41	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.52%	-0.17%	-24.81%
42	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	0.51%	—	-9.12%
43	MU	Micron Technology INC	Stock-Tech	0.51%	+0.08%	—
44	MRK	Merck & Co. INC.	Stock-Healthcare	0.51%	—	-2.90%
45	GLW	Corning INC	Stock-Tech	0.49%	+0.17%	-0.68%
46	CSX	Csx CORP	Stock-Industrials	0.46%	—	-0.81%
47	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.46%	—	-5.71%
48	LLY	Eli Lilly & Co	Stock-Healthcare	0.46%	-0.10%	-3.24%
49	VTV	Vanguard Value ETF	ETF-Other	0.45%	+0.27%	+143.48%
50	MS	Morgan Stanley	Stock-Financials	0.45%	-0.09%	-8.88%

1–50 of 101

Portfolio Performance

Performance for Q3 2026

+5.6%

Performance Last 4 Quarters

+22.7%

Based on 72% of reported portfolio value with available pricing

Stdev: +10.3%
Beta: +0.67
Alpha: +1.8%
Max Drawdown: -7.9%
Annualized Perf: +14.6%
Batting Avg vs S&P: +47.2%
Sortino: +2.78
Stutzer: +0.4
Treynor: +0.21
Sterling: +0.99
Calmar: +1.84
Information Ratio: -0.61
Tracking Error: +7%
Stdev Down: +5.1%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +25%
Worst 12 Months: +5.5%
Efficiency Ratio: +0.54
Sharpe: +1.38
Stdev Sectors: +8.1%
Skewness: -0.01
Kurtosis: -0.74
Upside Potential: +4.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	143	$162.9M	15	1IVV 2PEBO 3IVW Top holdings2026-03-31 1.IVV 2.PEBO 3.IVW 4.IJH 5.SPY 6.VGIT 7.IWB 8.CVX 9.AAPL 10.IVE
2025-12-31	143	$161.2M	9	1IVV 2PEBO 3IVW Top holdings2025-12-31 1.IVV 2.PEBO 3.IVW 4.IJH 5.SPY 6.VGIT 7.AAPL 8.IWB 9.IVE 10.IJR
2025-09-30	140	$162.7M	19	1IVV 2PEBO 3IVW Top holdings2025-09-30 1.IVV 2.PEBO 3.IVW 4.IJH 5.SPY 6.VGIT 7.IWB 8.AAPL 9.IVE 10.IJR
2025-06-30	142	$161.9M	0	1PEBO 2IVV 3IVW Top holdings2025-06-30 1.PEBO 2.IVV 3.IVW 4.IJH 5.SPY 6.VGIT 7.IVE 8.IWB 9.IGIB 10.IJR
2025-03-31	140	$152.4M	100	1PEBO 2IVV 3IVW Top holdings2025-03-31 1.PEBO 2.IVV 3.IVW 4.IJH 5.SPY 6.VGIT 7.IGIB 8.IJR 9.IVE 10.AAPL
2024-12-31	143	$169.9M	0	1PEBO 2IVV 3IVW Top holdings2024-12-31 1.PEBO 2.IVV 3.IVW 4.IJH 5.AAPL 6.SPY 7.IVE 8.IJR 9.VGIT 10.IGIB
2024-09-30	172	$195.8M	0	1IVV 2PEBO 3IJH Top holdings2024-09-30 1.IVV 2.PEBO 3.IJH 4.IVW 5.AAPL 6.SPY 7.IJR 8.IVE 9.VGIT 10.IGIB
2024-06-30	181	$192.7M	0	1IVV 2PEBO 3IVW Top holdings2024-06-30 1.IVV 2.PEBO 3.IVW 4.IJH 5.AAPL 6.SPY 7.IJR 8.VGIT 9.IGIB 10.IVE
2024-03-31	172	$179.5M	0	1PEBO 2IVV 3IJH Top holdings2024-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.IJR 8.AAPL 9.IGIB 10.ISTB
2023-12-31	165	$170.2M	0	1PEBO 2IVV 3IJH Top holdings2023-12-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.IJR 8.AAPL 9.ISTB 10.IGIB
2023-09-30	161	$153.1M	0	1PEBO 2IVV 3IJH Top holdings2023-09-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.AAPL 8.IJR 9.CVX 10.ISTB
2023-06-30	170	$163.4M	0	1PEBO 2IVV 3IJH Top holdings2023-06-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.AAPL 7.VGIT 8.IJR 9.ISTB 10.CVX
2023-03-31	172	$156.5M	0	1PEBO 2IVV 3IJH Top holdings2023-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.VGIT 7.IJR 8.AAPL 9.ISTB 10.CVX
2022-12-31	174	$155.3M	0	1PEBO 2IVV 3IJH Top holdings2022-12-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.SCHD 7.VGIT 8.IJR 9.ISTB 10.CVX
2022-09-30	155	$149.3M	0	1PEBO 2IVV 3IJH Top holdings2022-09-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IVW 6.SPY 7.BSV 8.IJR 9.SCHD 10.AAPL
2022-06-30	189	$161.8M	0	1PEBO 2IVV 3IJH Top holdings2022-06-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IVW 6.SPY 7.IJR 8.SCHD 9.AAPL 10.BSV
2022-03-31	195	$199.2M	0	1PEBO 2IVV 3IJH Top holdings2022-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.ISTB 7.IJR 8.AAPL 9.SCHD 10.IEI
2021-12-31	176	$202.8M	0	1PEBO 2IVV 3IJH Top holdings2021-12-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.AAPL 7.IJR 8.IGSB 9.IGIB 10.SHY
2021-09-30	177	$187.9M	0	1PEBO 2IVV 3IJH Top holdings2021-09-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.IJR 7.IGSB 8.AAPL 9.IGIB 10.SHY
2021-06-30	176	$190.4M	98	1PEBO 2IVV 3IJH Top holdings2021-06-30 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.IJR 7.IGSB 8.AAPL 9.IGIB 10.SHY
2021-03-31	162	$184.3M	20	1PEBO 2IVV 3IJH Top holdings2021-03-31 1.PEBO 2.IVV 3.IJH 4.IVW 5.SPY 6.IJR 7.IGSB 8.SHY 9.IGIB 10.AAPL
2020-12-31	155	$169.8M	17	1PEBO 2IVV 3IJH Top holdings2020-12-31 1.PEBO 2.IVV 3.IJH 4.IGIB 5.IGSB 6.IVW 7.IEI 8.SPY 9.IJR 10.AAPL
2020-09-30	142	$147.2M	17	1PEBO 2IVV 3IEI Top holdings2020-09-30 1.PEBO 2.IVV 3.IEI 4.IJH 5.IVW 6.IGIB 7.IGSB 8.SPY 9.SHY 10.AAPL
2020-06-30	139	$141.7M	20	1PEBO 2IVV 3IEI Top holdings2020-06-30 1.PEBO 2.IVV 3.IEI 4.IJH 5.IVW 6.IGIB 7.SPY 8.IGSB 9.SHY 10.IJR
2020-03-31	124	$121.4M	33	1PEBO 2IVV 3IEI Top holdings2020-03-31 1.PEBO 2.IVV 3.IEI 4.IJH 5.IGIB 6.IVW 7.IGSB 8.SPY 9.SHY 10.IEFA
2019-12-31	150	$162.7M	10	1PEBO 2IVV 3IJH Top holdings2019-12-31 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.IVW 7.SPY 8.SHY 9.IGIB 10.IJR
2019-09-30	154	$155.5M	6	1PEBO 2IVV 3IJH Top holdings2019-09-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.SPY 7.SHY 8.IVW 9.IJR 10.IGIB
2019-06-30	153	$158.4M	7	1PEBO 2IVV 3IJH Top holdings2019-06-30 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.SPY 7.SHY 8.IVW 9.IJR 10.PG
2019-03-31	164	$158.2M	14	1PEBO 2IVV 3IJH Top holdings2019-03-31 1.PEBO 2.IVV 3.IJH 4.IEI 5.IGSB 6.SPY 7.SHY 8.IJR 9.IVW 10.PG
2018-12-31	176	$148.7M	35	1PEBO 2IVV 3IJH Top holdings2018-12-31 1.PEBO 2.IVV 3.IJH 4.IGSB 5.IEI 6.SPY 7.IJR 8.SHY 9.IVW 10.PG
2018-09-30	178	$173.3M	6	1PEBO 2IVV 3IJH Top holdings2018-09-30 1.PEBO 2.IVV 3.IJH 4.IGSB 5.IJR 6.VCSH 7.BND 8.SPY 9.IVW 10.IEFA
2018-06-30	173	$171.9M	17	1PEBO 2IVV 3IJH Top holdings2018-06-30 1.PEBO 2.IVV 3.IJH 4.IGSB 5.VCSH 6.IJR 7.BND 8.SPY 9.IVW 10.IEFA
2018-03-31	165	$170.0M	8	1PEBO 2IVV 3IJH Top holdings2018-03-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.SPY 6.IGSB 7.IEFA 8.IJR 9.BND 10.VCIT
2017-12-31	171	$174.6M	9	1PEBO 2IVV 3IJH Top holdings2017-12-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.SPY 6.IEFA 7.BND 8.IGSB 9.IJR 10.VCIT
2017-09-30	170	$182.9M	5	1PEBO 2IVV 3IJH Top holdings2017-09-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IEFA 8.VCIT 9.SPY 10.IJR
2017-06-30	173	$178.9M	4	1PEBO 2IVV 3IJH Top holdings2017-06-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IEFA 8.SPY 9.VCIT 10.IJR
2017-03-31	174	$177.7M	8	1PEBO 2IVV 3IJH Top holdings2017-03-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IJR 8.SPY 9.IEFA 10.PG
2016-12-31	165	$173.1M	13	1PEBO 2IVV 3IJH Top holdings2016-12-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IVW 8.IJR 9.IEFA 10.SPY
2016-09-30	163	$161.7M	7	1PEBO 2IVV 3IJH Top holdings2016-09-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IVW 7.VCIT 8.IGSB 9.SPY 10.PG
2016-06-30	164	$159.1M	9	1PEBO 2IVV 3IJH Top holdings2016-06-30 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IVW 7.IGSB 8.VCIT 9.SPY 10.PG
2016-03-31	163	$156.4M	26	1PEBO 2IVV 3IJH Top holdings2016-03-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.BND 6.IGSB 7.IVW 8.SPY 9.PG 10.IJR
2015-12-31	182	$168.6M	0	1PEBO 2IVV 3IJH Top holdings2015-12-31 1.PEBO 2.IVV 3.IJH 4.VCSH 5.IVW 6.IGSB 7.BND 8.SPY 9.PG 10.EFA

Holding changes this quarter

Position changes disclosed by Peoples Bank /oh for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	MS	Morgan Stanley	-0.1%	-8.88%	Trim
14	NVDA	Nvidia CORP	-0.1%	+0.68%	Add
15	LLY	Eli Lilly & Co	-0.1%	-3.24%	Trim
16	BAC	Bank Of America CORP	-0.1%	-1.38%	Trim
17	IVE	Ishares S&p 500 Value ETF	-0.1%	-2.48%	Trim
18	AVGO	Broadcom INC	-0.1%	-22.80%	Trim
19	IBM	Intl Business Machines CORP	-0.1%	-12.71%	Trim
20	GOOGL	Alphabet Inc-cl A	-0.1%	-10.24%	Trim
21	AMZN	Amazon.com INC	-0.1%	-1.60%	Trim
22	IEFA	Ishares Core Msci Eafe ETF	-0.2%	-24.81%	Trim
23	META	Meta Platforms Inc-class A	-0.2%	-2.03%	Trim
24	ORCL	Oracle CORP	-0.3%	-5.20%	Trim
25	VEA	Vanguard Ftse Developed ETF	-0.3%	-16.05%	Trim
26	JPM	Jpmorgan Chase & Co	-0.3%	-4.26%	Trim
27	AAPL	Apple INC	-0.4%	-4.87%	Trim
28	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.4%	-3.36%	Trim
29	IEI	Ishares 3-7 Year Treasury Bo	-0.5%	-74.13%	Trim
30	MSFT	Microsoft CORP	-0.5%	-6.15%	Trim
31	IVV	Ishares Core S&p 500 ETF	-0.5%	+0.55%	Add
32	IVW	Ishares S&p 500 Growth ETF	-0.8%	-2.37%	Trim
33	VWO	Vanguard Ftse Emerging Marke	—	NEW	New buy
34	FESM	Fidelity Enhanced Small Cap	—	NEW	New buy
35	AGG	Ishares Core U.s. Aggregate	—	NEW	New buy
36	JEPI	Jpmorgan Equity Premium Inco	—	NEW	New buy
37	SMB	Vaneck Short Muni ETF	—	EXIT	Sold out
38	MINT	Pimco Enhanced Short Maturit	—	NEW	New buy
39	VCIT	Vanguard Int-term Corporate	—	EXIT	Sold out
40	VCSH	Vanguard S/t CORP Bond ETF	—	EXIT	Sold out
41	MUB	Ishares National Muni Bond E	—	EXIT	Sold out
42	UNH	Unitedhealth Group INC	—	EXIT	Sold out
43	SMTH	Alps Smth Cor Bd Plus ETF	—	NEW	New buy
44	MTUM	Ishares Msci USA Momentum Fa	—	NEW	New buy
45	GEHC	GE Healthcare Technology	—	EXIT	Sold out
46	NOC	Northrop Grumman CORP	—	NEW	New buy
47	SPYV	Ss Spdr P S&p 500 Value ETF	—	NEW	New buy
48	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
49	GOVT	Ishares US Treasury Bond ETF	—	NEW	New buy
50	SMMU	Pimco Shrt Trm Muni Bnd ETF	—	NEW	New buy