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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
+1.78%
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
$161M
AUM Growth
-$1.55M
Cap. Flow
-$3.68M
Cap. Flow %
-2.29%
Top 10 Hldgs %
50.17%
Holding
100
New
6
Increased
33
Reduced
43
Closed
3

Top Buys

Rank Stock Value
1
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.9M
2
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$260K
3
CAT icon
Caterpillar
CAT
+$227K
4
TJX icon
TJX Companies
TJX
+$204K
5
TRV icon
Travelers Companies
TRV
+$200K

Top Sells

Rank Stock Value
1
JPIE icon
JPMorgan Income ETF
JPIE
+$2.14M
2
MU icon
Micron Technology
MU
+$952K
3
PEBO icon
Peoples Bancorp
PEBO
+$734K
4
TSM icon
TSMC
TSM
+$430K
5
NVDA icon
NVIDIA
NVDA
+$418K

Sector Composition

Rank Sector Weight
1 Financials 12.67%
2 Technology 9.78%
3 Energy 4.17%
4 Consumer Discretionary 3.81%
5 Consumer Staples 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIVB icon
26
iShares Core Dividend ETF
DIVB
$1.77B
$1.63M 1.01%
30,711
-836
-3% -$43.8K
ORCL icon
27
Oracle
ORCL
$423B
$1.37M 0.85%
7,033
-735
-9% -$175K
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.33T
$1.28M 0.79%
4,091
+236
+6% +$67.4K
IGSB icon
29
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.2M 0.75%
22,719
-871
-4% -$46.1K
BAC icon
30
Bank of America
BAC
$442B
$1.18M 0.73%
21,399
+852
+4% +$45K
IEFA icon
31
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.11M 0.69%
12,357
+383
+3% +$33.9K
LII icon
32
Lennox International
LII
$15.2B
$1.04M 0.64%
2,140
– –
IEI icon
33
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1M 0.62%
8,406
+1,337
+19% +$160K
HD icon
34
Home Depot
HD
$355B
$920K 0.57%
2,673
+37
+1% +$13.6K
LLY icon
35
Eli Lilly
LLY
$1.06T
$896K 0.56%
834
+2
+0.2% +$1.91K
ESCA icon
36
Escalade
ESCA
$311M
$881K 0.55%
65,316
-1,810
-3% -$22.5K
SDY icon
37
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$879K 0.55%
6,314
-4
-0.1% -$557
MS icon
38
Morgan Stanley
MS
$340B
$864K 0.54%
4,865
-45
-0.9% -$7.51K
DE icon
39
Deere & Co
DE
$168B
$844K 0.52%
1,812
-25
-1% -$11.7K
PSX icon
40
Phillips 66
PSX
$81.4B
$813K 0.5%
6,299
– –
EFA icon
41
iShares MSCI EAFE ETF
EFA
$80.2B
$803K 0.5%
8,361
-3
-0% -$285
COST icon
42
Costco
COST
$420B
$789K 0.49%
915
-16
-2% -$14.5K
MCD icon
43
McDonald's
MCD
$195B
$781K 0.48%
2,555
+23
+0.9% +$7.04K
QQQ icon
44
Invesco QQQ Trust
QQQ
$481B
$755K 0.47%
1,229
-5
-0.4% -$3.07K
MRK icon
45
Merck
MRK
$318B
$742K 0.46%
7,045
-690
-9% -$64.8K
VGT icon
46
Vanguard Information Technology ETF
VGT
$149B
$738K 0.46%
7,832
– –
MU icon
47
Micron Technology
MU
$991B
$696K 0.43%
2,437
-4,148
-63% -$952K
IBM icon
48
IBM
IBM
$224B
$676K 0.42%
2,282
+23
+1% +$6.89K
CSX icon
49
CSX Corp
CSX
$93.1B
$672K 0.42%
18,543
+15
+0.1% +$537
UNP icon
50
Union Pacific
UNP
$174B
$660K 0.41%
2,855
-71
-2% -$16.2K
1
2
3 4

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Peoples Bank (Ohio)'s Q4 2025 Portfolio in Review

As of Q4 2025, Peoples Bank (Ohio) held 100 positions worth $161M, down 0.95% from $163M the previous quarter. Its ten largest holdings account for 50% of the portfolio.

Peoples Bank (Ohio)'s Q4 2025 filing shows 6 new, 33 increased, 43 reduced and 3 closed positions. Its largest new stake was PIMCO Multi Sector Bond Active ETF: 70,966 shares worth $1.89M. The largest sale was JPMorgan Income ETF, an estimated $2.14M.

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

  • Peoples Bank (Ohio)'s largest Q4 2025 buy was PIMCO Multi Sector Bond Active ETF: 70,966 shares worth $1.89M.
  • Peoples Bank (Ohio) added most to Apple in Q4 2025, an estimated $174K increase.
  • Peoples Bank (Ohio)'s biggest Q4 2025 reduction was Micron Technology, cutting an estimated $952K.
  • Peoples Bank (Ohio) fully exited JPMorgan Income ETF in Q4 2025, selling an estimated $2.14M.
  • Peoples Bank (Ohio)'s ten largest holdings make up 50% of its $161M portfolio in Q4 2025.
  • Peoples Bank (Ohio) opened 6 new positions and closed 3 in Q4 2025.
  • Peoples Bank (Ohio)'s portfolio value fell 0.95% quarter-over-quarter to $161M.

Based on Peoples Bank (Ohio)'s 13F filing for Q4 2025, filed 29 Jan 2026.