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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
IBM icon
51
IBM
IBM
$225B
$637K 0.39%
2,259
+25
+1% +$6.54K
LLY icon
52
Eli Lilly
LLY
$1.08T
$635K 0.39%
832
+93
+13% +$69.2K
DHI icon
53
D.R. Horton
DHI
$40.9B
$623K 0.38%
3,675
– –
AVGO icon
54
Broadcom
AVGO
$2.05T
$584K 0.36%
1,770
-189
-10% -$58K
ABBV icon
55
AbbVie
ABBV
$434B
$562K 0.35%
2,428
-33
-1% -$6.72K
IWF icon
56
iShares Russell 1000 Growth ETF
IWF
$128B
$560K 0.34%
4,780
-200
-4% -$22.3K
CSCO icon
57
Cisco
CSCO
$488B
$527K 0.32%
7,703
+231
+3% +$15.7K
CTAS icon
58
Cintas
CTAS
$81.1B
$523K 0.32%
2,546
-24
-0.9% -$5.13K
GLW icon
59
Corning
GLW
$140B
$484K 0.3%
5,900
-150
-2% -$9.8K
JNJ icon
60
Johnson & Johnson
JNJ
$625B
$470K 0.29%
2,534
-10
-0.4% -$1.71K
AMAT icon
61
Applied Materials
AMAT
$426B
$467K 0.29%
2,283
-17
-0.7% -$3.08K
ABT icon
62
Abbott
ABT
$188B
$422K 0.26%
3,150
-45
-1% -$5.91K
VTI icon
63
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$418K 0.26%
1,273
– –
KR icon
64
Kroger
KR
$34.6B
$403K 0.25%
5,983
-50
-0.8% -$3.48K
V icon
65
Visa
V
$674B
$383K 0.24%
1,123
– –
SMB icon
66
VanEck Short Muni ETF
SMB
$314M
$381K 0.23%
+21,899
New +$380K
IYW icon
67
iShares US Technology ETF
IYW
$25.5B
$377K 0.23%
1,926
– –
SYK icon
68
Stryker
SYK
$130B
$375K 0.23%
1,015
-30
-3% -$11.6K
LIN icon
69
Linde
LIN
$225B
$358K 0.22%
753
-4
-0.5% -$1.89K
SHW icon
70
Sherwin-Williams
SHW
$88B
$356K 0.22%
1,027
-17
-2% -$5.99K
RTX icon
71
RTX Corp
RTX
$305B
$319K 0.2%
1,908
-25
-1% -$3.88K
PEP icon
72
PepsiCo
PEP
$188B
$310K 0.19%
2,208
-378
-15% -$54K
FISV
73
Fiserv Inc
FISV
$27.3B
$290K 0.18%
2,250
-281
-11% -$40.3K
VTV icon
74
Vanguard Morningstar Value ETF
VTV
$192B
$289K 0.18%
1,548
-9
-0.6% -$1.63K
GPC icon
75
Genuine Parts
GPC
$18.5B
$272K 0.17%
1,960
+10
+0.5% +$1.34K
1 2
3
4 5

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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.