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PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $195M
1-Year Est. Return 28.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
+$1.73M
2
+$1.68M
3
+$1.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$970K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$754K

Top Sells

Rank Stock Value
1
+$496K
2
+$345K
3
+$326K
4
CME icon
CME Group
CME
+$264K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$258K

Sector Composition

Rank Sector Weight
1 Financials 12.45%
2 Technology 10.93%
3 Energy 3.86%
4 Consumer Discretionary 3.43%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$908B
$20M 10.26%
26,649
+2,371
PEBO icon
2
Peoples Bancorp
PEBO
$1.48B
$17M 8.76%
443,563
-55
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$77.5B
$12.9M 6.61%
93,540
+8,325
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$128B
$10.2M 5.23%
131,933
+7,021
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$7.56M 3.88%
10,117
+144
IWB icon
6
iShares Russell 1000 ETF
IWB
$50.4B
$6.17M 3.17%
15,071
-210
IVE icon
7
iShares S&P 500 Value ETF
IVE
$50.4B
$5.89M 3.03%
25,928
+4,341
VGIT icon
8
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$5.61M 2.88%
95,094
-2,487
AAPL icon
9
Apple
AAPL
$4.46T
$5.52M 2.84%
19,067
+1,032
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$113B
$5.18M 2.66%
34,931
-398
SHY icon
11
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$5.09M 2.62%
62,034
+20,428
IGIB icon
12
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$4.75M 2.44%
89,259
+12,096
ISTB icon
13
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$4.27M 2.2%
88,527
+13,061
CVX icon
14
Chevron
CVX
$394B
$3.97M 2.04%
23,937
+294
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$239B
$3.93M 2.02%
55,221
+9,513
JPM icon
16
JPMorgan Chase
JPM
$966B
$3.9M 2%
11,909
+164
DFIV icon
17
Dimensional International Value ETF
DFIV
$21.8B
$3.03M 1.56%
56,160
+13,716
MU icon
18
Micron Technology
MU
$1.09T
$2.81M 1.45%
2,437
DIVB icon
19
iShares Core Dividend ETF
DIVB
$1.8B
$2.61M 1.34%
42,360
+10,690
NVDA icon
20
NVIDIA
NVDA
$5.45T
$2.6M 1.33%
12,970
+1,604
PYLD icon
21
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
$2.49M 1.28%
94,036
+20,051
MSFT icon
22
Microsoft
MSFT
$3.68T
$2.3M 1.18%
6,160
+562
AMZN icon
23
Amazon
AMZN
$2.84T
$2.18M 1.12%
9,137
+952
IWR icon
24
iShares Russell Mid-Cap ETF
IWR
$58.4B
$2.09M 1.08%
18,962
-181
PG icon
25
Procter & Gamble
PG
$336B
$2.08M 1.07%
14,187
-2,243
1
2 3 4 5

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Peoples Bank (Ohio)'s Q2 2026 Portfolio in Review

As of Q2 2026, Peoples Bank (Ohio) held 109 positions worth $195M, up 19% from $163M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Peoples Bank (Ohio) deployed $11.9M of net new capital in Q2 2026, opening 8 new positions and adding to 46 existing holdings. Its largest new stake was Alphabet (Google) Class C: 1,039 shares worth $367K.

By sector, the portfolio is most concentrated in Financials at 12% of assets, down from 13% a quarter earlier, followed by Technology and Energy.

On the sell side, the largest reduction was Procter & Gamble, an estimated $326K trimmed.

  • Peoples Bank (Ohio)'s largest Q2 2026 buy was Alphabet (Google) Class C: 1,039 shares worth $367K.
  • Peoples Bank (Ohio) added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $1.73M increase.
  • Peoples Bank (Ohio)'s biggest Q2 2026 reduction was Procter & Gamble, cutting an estimated $326K.
  • Peoples Bank (Ohio) fully exited iShares Core US Aggregate Bond ETF in Q2 2026, selling an estimated $496K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 49% of its $195M portfolio in Q2 2026.
  • Peoples Bank (Ohio) opened 8 new positions and closed 9 in Q2 2026.
  • Peoples Bank (Ohio)'s portfolio value rose 19% quarter-over-quarter to $195M.

Based on Peoples Bank (Ohio)'s 13F filing for Q2 2026, filed 27 Jul 2026.