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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
+7.91%
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
$162M
AUM Growth
+$9.41M
Cap. Flow
-$458K
Cap. Flow %
-0.28%
Top 10 Hldgs %
51.57%
Holding
100
New
6
Increased
23
Reduced
54
Closed
3

Top Buys

Rank Stock Value
1
DIVB icon
iShares Core Dividend ETF
DIVB
+$1.55M
2
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$899K
3
NVDA icon
NVIDIA
NVDA
+$641K
4
MU icon
Micron Technology
MU
+$615K
5
TSM icon
TSMC
TSM
+$587K

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.72M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$613K
3
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$598K
4
UNH icon
UnitedHealth
UNH
+$433K
5
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$424K

Sector Composition

Rank Sector Weight
1 Financials 14.34%
2 Technology 9.33%
3 Energy 3.82%
4 Consumer Discretionary 3.56%
5 Consumer Staples 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIVB icon
26
iShares Core Dividend ETF
DIVB
$1.74B
$1.64M 1.01%
+32,602
New +$1.55M
XOM icon
27
ExxonMobil
XOM
$634B
$1.61M 0.99%
14,919
-242
-2% -$25.9K
LII icon
28
Lennox International
LII
$15.2B
$1.3M 0.8%
2,264
– –
IGSB icon
29
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$1.27M 0.78%
23,984
+529
+2% +$27.6K
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$196B
$995K 0.61%
11,918
+119
+1% +$9.45K
HD icon
31
Home Depot
HD
$355B
$967K 0.6%
2,638
-20
-0.8% -$7.24K
BAC icon
32
Bank of America
BAC
$442B
$967K 0.6%
20,432
+750
+4% +$31.6K
ESCA icon
33
Escalade
ESCA
$311M
$938K 0.58%
67,126
– –
DE icon
34
Deere & Co
DE
$168B
$937K 0.58%
1,842
+20
+1% +$9.79K
COST icon
35
Costco
COST
$420B
$917K 0.57%
926
-16
-2% -$15.9K
SDY icon
36
State Street SPDR S&P Dividend ETF
SDY
$23.9B
$869K 0.54%
6,401
+96
+2% +$12.7K
IEI icon
37
iShares 3-7 Year Treasury Bond ETF
IEI
$17.8B
$842K 0.52%
7,069
– –
MU icon
38
Micron Technology
MU
$991B
$812K 0.5%
+6,585
New +$615K
MCD icon
39
McDonald's
MCD
$195B
$754K 0.47%
2,581
+20
+0.8% +$6.17K
EFA icon
40
iShares MSCI EAFE ETF
EFA
$80.2B
$752K 0.46%
8,413
-612
-7% -$52.3K
PSX icon
41
Phillips 66
PSX
$81.4B
$750K 0.46%
6,289
-150
-2% -$16.8K
TSM icon
42
TSMC
TSM
$2.18T
$718K 0.44%
+3,168
New +$587K
MS icon
43
Morgan Stanley
MS
$340B
$697K 0.43%
4,945
+250
+5% +$30.7K
QQQ icon
44
Invesco QQQ Trust
QQQ
$484B
$692K 0.43%
1,254
-151
-11% -$75.1K
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$4.33T
$689K 0.43%
3,911
-446
-10% -$73K
UNP icon
46
Union Pacific
UNP
$174B
$674K 0.42%
2,931
– –
IBM icon
47
IBM
IBM
$224B
$659K 0.41%
2,234
+145
+7% +$37.4K
VGT icon
48
Vanguard Information Technology ETF
VGT
$149B
$653K 0.4%
7,872
-344
-4% -$25K
MRK icon
49
Merck
MRK
$318B
$629K 0.39%
7,942
-258
-3% -$20.5K
LOW icon
50
Lowe's Companies
LOW
$125B
$607K 0.38%
2,737
-5
-0.2% -$1.12K
1
2
3 4

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Peoples Bank (Ohio)'s Q2 2025 Portfolio in Review

As of Q2 2025, Peoples Bank (Ohio) held 100 positions worth $162M, up 6.2% from $152M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Peoples Bank (Ohio)'s Q2 2025 filing shows 6 new, 23 increased, 54 reduced and 3 closed positions. Its largest new stake was iShares Core Dividend ETF: 32,602 shares worth $1.64M. The largest sale was Schwab US Dividend Equity ETF, an estimated $1.72M.

By sector, the portfolio is most concentrated in Financials at 14% of assets, down from 15% a quarter earlier, followed by Technology and Energy.

  • Peoples Bank (Ohio)'s largest Q2 2025 buy was iShares Core Dividend ETF: 32,602 shares worth $1.64M.
  • Peoples Bank (Ohio) added most to Vanguard Intermediate-Term Treasury ETF in Q2 2025, an estimated $899K increase.
  • Peoples Bank (Ohio)'s biggest Q2 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.72M.
  • Peoples Bank (Ohio) fully exited UnitedHealth in Q2 2025, selling an estimated $433K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 52% of its $162M portfolio in Q2 2025.
  • Peoples Bank (Ohio) opened 6 new positions and closed 3 in Q2 2025.
  • Peoples Bank (Ohio)'s portfolio value rose 6.2% quarter-over-quarter to $162M.

Based on Peoples Bank (Ohio)'s 13F filing for Q2 2025, filed 22 Jul 2025.