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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
CSX icon
51
CSX Corp
CSX
$93.1B
$606K 0.37%
18,578
-250
-1% -$7.52K
LLY icon
52
Eli Lilly
LLY
$1.06T
$576K 0.36%
739
-28
-4% -$21.8K
CTAS icon
53
Cintas
CTAS
$81.3B
$573K 0.35%
2,570
-110
-4% -$23.7K
AVGO icon
54
Broadcom
AVGO
$2.04T
$540K 0.33%
1,959
-149
-7% -$32.4K
IWF icon
55
iShares Russell 1000 Growth ETF
IWF
$128B
$529K 0.33%
4,980
-4
-0.1% -$382
CSCO icon
56
Cisco
CSCO
$479B
$518K 0.32%
7,472
+830
+12% +$51K
DHI icon
57
D.R. Horton
DHI
$42.3B
$474K 0.29%
3,675
– –
ABBV icon
58
AbbVie
ABBV
$435B
$457K 0.28%
2,461
+707
+40% +$131K
FISV
59
Fiserv Inc
FISV
$27.9B
$436K 0.27%
2,531
-74
-3% -$13.4K
ABT icon
60
Abbott
ABT
$187B
$435K 0.27%
3,195
-75
-2% -$9.89K
KR icon
61
Kroger
KR
$34.8B
$433K 0.27%
6,033
-180
-3% -$12.4K
AMAT icon
62
Applied Materials
AMAT
$428B
$421K 0.26%
2,300
-65
-3% -$10.3K
SYK icon
63
Stryker
SYK
$130B
$413K 0.26%
1,045
-40
-4% -$15K
V icon
64
Visa
V
$677B
$399K 0.25%
1,123
-87
-7% -$30.3K
JNJ icon
65
Johnson & Johnson
JNJ
$625B
$389K 0.24%
2,544
-108
-4% -$16.6K
VTI icon
66
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$387K 0.24%
1,273
-392
-24% -$110K
SHW icon
67
Sherwin-Williams
SHW
$89.8B
$358K 0.22%
1,044
-29
-3% -$10K
LIN icon
68
Linde
LIN
$226B
$355K 0.22%
757
-21
-3% -$9.59K
PEP icon
69
PepsiCo
PEP
$190B
$341K 0.21%
2,586
+77
+3% +$10.4K
IYW icon
70
iShares US Technology ETF
IYW
$25.5B
$334K 0.21%
1,926
– –
GLW icon
71
Corning
GLW
$143B
$318K 0.2%
6,050
-250
-4% -$11.7K
NFLX icon
72
Netflix
NFLX
$309B
$304K 0.19%
2,270
-310
-12% -$35.1K
SCHD icon
73
Schwab US Dividend Equity ETF
SCHD
$106B
$304K 0.19%
11,459
-66,038
-85% -$1.72M
VTEB icon
74
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$296K 0.18%
6,041
-199
-3% -$9.72K
RTX icon
75
RTX Corp
RTX
$301B
$282K 0.17%
1,933
-5
-0.3% -$666
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.