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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
+6.26%
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
$163M
AUM Growth
+$892K
Cap. Flow
-$7.92M
Cap. Flow %
-4.87%
Top 10 Hldgs %
49.75%
Holding
101
New
4
Increased
16
Reduced
59
Closed
7

Top Buys

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$937K
2
SMB icon
VanEck Short Muni ETF
SMB
+$380K
3
MUB icon
iShares National Muni Bond ETF
MUB
+$233K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$233K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

Rank Stock Value
1
PEBO icon
Peoples Bancorp
PEBO
+$3.18M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.07M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$412K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$369K

Sector Composition

Rank Sector Weight
1 Financials 12.83%
2 Technology 10.69%
3 Energy 4.13%
4 Consumer Discretionary 3.72%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIVB icon
26
iShares Core Dividend ETF
DIVB
$1.77B
$1.65M 1.01%
31,547
-1,055
-3% -$54.1K
DFIV icon
27
Dimensional International Value ETF
DFIV
$21.7B
$1.64M 1.01%
35,603
-3,392
-9% -$152K
IGSB icon
28
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.25M 0.77%
23,590
-394
-2% -$20.8K
LII icon
29
Lennox International
LII
$15.2B
$1.13M 0.7%
2,140
-124
-5% -$72.4K
MU icon
30
Micron Technology
MU
$991B
$1.1M 0.68%
6,585
– –
HD icon
31
Home Depot
HD
$355B
$1.07M 0.66%
2,636
-2
-0.1% -$786
BAC icon
32
Bank of America
BAC
$442B
$1.06M 0.65%
20,547
+115
+0.6% +$5.61K
IEFA icon
33
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.05M 0.64%
11,974
+56
+0.5% +$4.76K
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.33T
$937K 0.58%
3,855
-56
-1% -$11.7K
TSM icon
35
TSMC
TSM
$2.18T
$890K 0.55%
3,188
+20
+0.6% +$4.89K
SDY icon
36
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$885K 0.54%
6,318
-83
-1% -$11.6K
COST icon
37
Costco
COST
$420B
$862K 0.53%
931
+5
+0.5% +$4.79K
PSX icon
38
Phillips 66
PSX
$81.4B
$857K 0.53%
6,299
+10
+0.2% +$1.28K
IEI icon
39
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$845K 0.52%
7,069
– –
ESCA icon
40
Escalade
ESCA
$311M
$844K 0.52%
67,126
– –
DE icon
41
Deere & Co
DE
$168B
$840K 0.52%
1,837
-5
-0.3% -$2.46K
EFA icon
42
iShares MSCI EAFE ETF
EFA
$80.2B
$781K 0.48%
8,364
-49
-0.6% -$4.45K
MS icon
43
Morgan Stanley
MS
$340B
$780K 0.48%
4,910
-35
-0.7% -$5.17K
MCD icon
44
McDonald's
MCD
$195B
$769K 0.47%
2,532
-49
-2% -$14.9K
QQQ icon
45
Invesco QQQ Trust
QQQ
$481B
$741K 0.46%
1,234
-20
-2% -$11.5K
VGT icon
46
Vanguard Information Technology ETF
VGT
$149B
$731K 0.45%
7,832
-40
-0.5% -$3.5K
UNP icon
47
Union Pacific
UNP
$174B
$692K 0.43%
2,926
-5
-0.2% -$1.13K
LOW icon
48
Lowe's Companies
LOW
$125B
$685K 0.42%
2,727
-10
-0.4% -$2.46K
CSX icon
49
CSX Corp
CSX
$93.1B
$658K 0.4%
18,528
-50
-0.3% -$1.71K
MRK icon
50
Merck
MRK
$318B
$649K 0.4%
7,735
-207
-3% -$17.1K
1
2
3 4 5

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OCA
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Peoples Bank (Ohio)'s Q3 2025 Portfolio in Review

As of Q3 2025, Peoples Bank (Ohio) held 101 positions worth $163M, up 0.55% from $162M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Peoples Bank (Ohio) withdrew a net $7.92M in Q3 2025, closing 7 positions and reducing 59 holdings. Its most notable exit was Schwab US Dividend Equity ETF, an estimated $304K position sold in full.

By sector, the portfolio is most concentrated in Financials at 13% of assets, down from 14% a quarter earlier, followed by Technology and Energy.

Against the trend, Peoples Bank (Ohio) opened a new position in VanEck Short Muni ETF worth $381K.

  • Peoples Bank (Ohio)'s largest Q3 2025 buy was VanEck Short Muni ETF: 21,899 shares worth $381K.
  • Peoples Bank (Ohio) added most to JPMorgan Chase in Q3 2025, an estimated $937K increase.
  • Peoples Bank (Ohio)'s biggest Q3 2025 reduction was Peoples Bancorp, cutting an estimated $3.18M.
  • Peoples Bank (Ohio) fully exited Schwab US Dividend Equity ETF in Q3 2025, selling an estimated $304K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 50% of its $163M portfolio in Q3 2025.
  • Peoples Bank (Ohio) opened 4 new positions and closed 7 in Q3 2025.
  • Peoples Bank (Ohio)'s portfolio value rose 0.55% quarter-over-quarter to $163M.

Based on Peoples Bank (Ohio)'s 13F filing for Q3 2025, filed 28 Oct 2025.