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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
+16.44%
1 Year Est. Return
+28.11%
3 Year Est. Return
+71.65%
5 Year Est. Return
+81.42%
10 Year Est. Return
+243.95%
AUM
$195M
AUM Growth
+$31.6M
Cap. Flow
+$11.9M
Cap. Flow %
6.13%
Top 10 Hldgs %
49.33%
Holding
109
New
8
Increased
46
Reduced
36
Closed
9

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.68M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$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
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496K
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$345K
3
PG icon
Procter & Gamble
PG
+$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 Miscellaneous 59.66%
2 Financials 12.45%
3 Technology 10.93%
4 Energy 3.86%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
26
ExxonMobil
XOM
$656B
$1.95M 1%
14,227
-221
-2% -$33.1K
VWO icon
27
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$1.92M 0.99%
32,116
+3,291
+11% +$193K
META icon
28
Meta Platforms (Facebook)
META
$1.57T
$1.85M 0.95%
3,287
+97
+3% +$59.3K
FESM icon
29
Fidelity Enhanced Small Cap Core ETF
FESM
$6.49B
$1.78M 0.92%
36,953
+12,781
+53% +$562K
GLW icon
30
Corning
GLW
$133B
$1.43M 0.74%
5,604
-246
-4% -$44.8K
IGSB icon
31
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.42M 0.73%
27,168
+4,250
+19% +$223K
QQQ icon
32
Invesco QQQ Trust
QQQ
$489B
$1.42M 0.73%
1,927
+266
+16% +$183K
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.14T
$1.32M 0.68%
3,682
+10
+0.3% +$3.6K
AMAT icon
34
Applied Materials
AMAT
$361B
$1.31M 0.68%
1,818
-45
-2% -$20.8K
ESCA icon
35
Escalade
ESCA
$287M
$1.23M 0.63%
65,316
– –
LII icon
36
Lennox International
LII
$13.5B
$1.23M 0.63%
2,140
– –
BAC icon
37
Bank of America
BAC
$438B
$1.22M 0.63%
21,410
+307
+1% +$16.3K
DE icon
38
Deere & Co
DE
$187B
$1.07M 0.55%
1,687
-35
-2% -$20.3K
PSX icon
39
Phillips 66
PSX
$102B
$1.06M 0.54%
6,262
-12
-0.2% -$2.07K
LLY icon
40
Eli Lilly
LLY
$1.02T
$1.05M 0.54%
873
+66
+8% +$67.4K
ORCL icon
41
Oracle
ORCL
$457B
$1.01M 0.52%
6,897
+230
+3% +$41.7K
EFA icon
42
iShares MSCI EAFE ETF
EFA
$80.1B
$929K 0.48%
8,939
-69
-0.8% -$7.1K
CSCO icon
43
Cisco
CSCO
$431B
$923K 0.47%
7,860
-128
-2% -$13.4K
HD icon
44
Home Depot
HD
$320B
$904K 0.46%
2,564
-40
-2% -$13K
MRK icon
45
Merck
MRK
$371B
$891K 0.46%
6,930
+89
+1% +$10.4K
VGT icon
46
Vanguard Information Technology ETF
VGT
$149B
$881K 0.45%
7,372
-4
-0.1% -$438
MS icon
47
Morgan Stanley
MS
$342B
$876K 0.45%
4,189
-244
-6% -$48.3K
CSX icon
48
CSX Corp
CSX
$91.5B
$868K 0.45%
18,267
-125
-0.7% -$5.64K
SDY icon
49
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$864K 0.44%
5,677
-61
-1% -$9.09K
IEFA icon
50
iShares Core MSCI EAFE ETF
IEFA
$196B
$861K 0.44%
8,914
-377
-4% -$36.2K
1
2
3 4 5

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ONST
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SAM
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EFG
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AIC
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PDN
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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 Miscellaneous at 60% of assets, up from 59% a quarter earlier, followed by Financials and Technology.

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.