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PBO

Peoples Bank (Ohio) Portfolio holdings

AUM $163M
1-Year Est. Return 18.72%
This Fund
S&P 500
This Quarter Est. Return
+1.73%
1 Year Est. Return
+18.72%
3 Year Est. Return
+55.94%
5 Year Est. Return
+61.37%
10 Year Est. Return
+207.27%
AUM
$163M
AUM Growth
+$1.72M
Cap. Flow
+$1.23M
Cap. Flow %
0.75%
Top 10 Hldgs %
49.28%
Holding
108
New
11
Increased
19
Reduced
60
Closed
7

Top Buys

Rank Stock Value
1
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.61M
2
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$951K
3
IWB icon
iShares Russell 1000 ETF
IWB
+$910K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$500K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$450K

Top Sells

Rank Stock Value
1
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$743K
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$577K
3
SMB icon
VanEck Short Muni ETF
SMB
+$381K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$334K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$286K

Sector Composition

Rank Sector Weight
1 Financials 12.91%
2 Technology 8.59%
3 Energy 5.62%
4 Consumer Discretionary 3.67%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
51
Union Pacific
UNP
$178B
$665K 0.41%
2,740
-115
-4% -$28.2K
VGT icon
52
Vanguard Information Technology ETF
VGT
$139B
$643K 0.39%
7,376
-456
-6% -$42K
AMAT icon
53
Applied Materials
AMAT
$445B
$637K 0.39%
1,863
-428
-19% -$144K
LOW icon
54
Lowe's Companies
LOW
$121B
$623K 0.38%
2,638
-74
-3% -$19.3K
CSCO icon
55
Cisco
CSCO
$432B
$620K 0.38%
7,988
+137
+2% +$10.7K
TSM icon
56
TSMC
TSM
$2.13T
$581K 0.36%
1,720
-1
-0.1% -$344
JNJ icon
57
Johnson & Johnson
JNJ
$602B
$563K 0.35%
2,303
-218
-9% -$50.8K
DHI icon
58
D.R. Horton
DHI
$43.8B
$504K 0.31%
3,675
– –
ABBV icon
59
AbbVie
ABBV
$449B
$502K 0.31%
2,306
-169
-7% -$37.5K
AGG icon
60
iShares Core US Aggregate Bond ETF
AGG
$139B
$496K 0.3%
+5,000
New +$500K
IBM icon
61
IBM
IBM
$206B
$483K 0.3%
1,992
-290
-13% -$78.5K
IWF icon
62
iShares Russell 1000 Growth ETF
IWF
$123B
$481K 0.3%
4,508
-272
-6% -$30.9K
AVGO icon
63
Broadcom
AVGO
$1.78T
$451K 0.28%
1,456
-430
-23% -$141K
JEPI icon
64
JPMorgan Equity Premium Income ETF
JEPI
$45B
$438K 0.27%
+7,730
New +$450K
CTAS icon
65
Cintas
CTAS
$82.5B
$424K 0.26%
2,509
-36
-1% -$6.9K
KR icon
66
Kroger
KR
$35.9B
$414K 0.25%
5,725
-221
-4% -$14.9K
VTI icon
67
Vanguard Total Stock Market ETF
VTI
$658B
$408K 0.25%
1,273
– –
BP icon
68
BP
BP
$106B
$370K 0.23%
7,867
+150
+2% +$5.88K
LIN icon
69
Linde
LIN
$241B
$365K 0.22%
736
-24
-3% -$11.3K
RTX icon
70
RTX Corp
RTX
$262B
$351K 0.22%
1,821
-78
-4% -$15.5K
IYW icon
71
iShares US Technology ETF
IYW
$24B
$349K 0.21%
1,926
– –
MINT icon
72
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.9B
$345K 0.21%
+3,433
New +$345K
SHW icon
73
Sherwin-Williams
SHW
$83.4B
$330K 0.2%
1,028
– –
V icon
74
Visa
V
$694B
$320K 0.2%
1,060
-96
-8% -$30.9K
PEP icon
75
PepsiCo
PEP
$190B
$318K 0.2%
2,048
-45
-2% -$7.01K
1 2
3
4 5

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Peoples Bank (Ohio)'s Q1 2026 Portfolio in Review

As of Q1 2026, Peoples Bank (Ohio) held 108 positions worth $163M, up 1.1% from $161M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Peoples Bank (Ohio)'s Q1 2026 filing shows 11 new, 19 increased, 60 reduced and 7 closed positions. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 28,825 shares worth $1.56M. The largest sale was iShares 3-7 Year Treasury Bond ETF, an estimated $743K.

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

  • Peoples Bank (Ohio)'s largest Q1 2026 buy was Vanguard FTSE Emerging Markets ETF: 28,825 shares worth $1.56M.
  • Peoples Bank (Ohio) added most to iShares Russell 1000 ETF in Q1 2026, an estimated $910K increase.
  • Peoples Bank (Ohio)'s biggest Q1 2026 reduction was iShares 3-7 Year Treasury Bond ETF, cutting an estimated $743K.
  • Peoples Bank (Ohio) fully exited VanEck Short Muni ETF in Q1 2026, selling an estimated $381K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 49% of its $163M portfolio in Q1 2026.
  • Peoples Bank (Ohio) opened 11 new positions and closed 7 in Q1 2026.
  • Peoples Bank (Ohio)'s portfolio value rose 1.1% quarter-over-quarter to $163M.

Based on Peoples Bank (Ohio)'s 13F filing for Q1 2026, filed 24 Apr 2026.