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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
LOW icon
51
Lowe's Companies
LOW
$125B
$654K 0.41%
2,712
-15
-0.6% -$3.6K
AVGO icon
52
Broadcom
AVGO
$2.04T
$653K 0.4%
1,886
+116
+7% +$41.5K
CSCO icon
53
Cisco
CSCO
$479B
$605K 0.38%
7,851
+148
+2% +$11K
AMAT icon
54
Applied Materials
AMAT
$428B
$589K 0.37%
2,291
+8
+0.4% +$1.92K
IWF icon
55
iShares Russell 1000 Growth ETF
IWF
$128B
$566K 0.35%
4,780
– –
ABBV icon
56
AbbVie
ABBV
$435B
$566K 0.35%
2,475
+47
+2% +$10.7K
DHI icon
57
D.R. Horton
DHI
$42.3B
$529K 0.33%
3,675
– –
TSM icon
58
TSMC
TSM
$2.18T
$523K 0.32%
1,721
-1,467
-46% -$430K
JNJ icon
59
Johnson & Johnson
JNJ
$625B
$522K 0.32%
2,521
-13
-0.5% -$2.57K
GLW icon
60
Corning
GLW
$143B
$516K 0.32%
5,890
-10
-0.2% -$861
CTAS icon
61
Cintas
CTAS
$81.3B
$479K 0.3%
2,545
-1
-0% -$188
VTI icon
62
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$427K 0.26%
1,273
– –
V icon
63
Visa
V
$677B
$405K 0.25%
1,156
+33
+3% +$11.2K
ABT icon
64
Abbott
ABT
$187B
$396K 0.25%
3,161
+11
+0.3% +$1.4K
IYW icon
65
iShares US Technology ETF
IYW
$25.5B
$385K 0.24%
1,926
– –
SMB icon
66
VanEck Short Muni ETF
SMB
$314M
$381K 0.24%
21,899
– –
KR icon
67
Kroger
KR
$34.8B
$372K 0.23%
5,946
-37
-0.6% -$2.42K
SYK icon
68
Stryker
SYK
$130B
$358K 0.22%
1,019
+4
+0.4% +$1.46K
RTX icon
69
RTX Corp
RTX
$301B
$348K 0.22%
1,899
-9
-0.5% -$1.56K
VCIT icon
70
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
$334K 0.21%
3,992
+1,192
+43% +$100K
SHW icon
71
Sherwin-Williams
SHW
$89.8B
$333K 0.21%
1,028
+1
+0.1% +$335
LIN icon
72
Linde
LIN
$226B
$324K 0.2%
760
+7
+0.9% +$3K
PEP icon
73
PepsiCo
PEP
$190B
$300K 0.19%
2,093
-115
-5% -$16.9K
WMT icon
74
Walmart Inc
WMT
$890B
$299K 0.19%
2,686
+84
+3% +$9.02K
VTV icon
75
Vanguard Morningstar Value ETF
VTV
$192B
$296K 0.18%
1,548
– –
1 2
3
4

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OCA
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IA
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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.