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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
+16.44%
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
$195M
AUM Growth
+$31.6M
Cap. Flow
+$11.9M
Cap. Flow %
6.13%
Top 10 Hldgs %
49.33%
Holding
109
New
8
Increased
46
Reduced
36
Closed
9

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.68M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$970K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$754K

Top Sells

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496K
2
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$345K
3
PG icon
Procter & Gamble
PG
+$326K
4
CME icon
CME Group
CME
+$264K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$258K

Sector Composition

Rank Sector Weight
1 Miscellaneous 59.66%
2 Financials 12.45%
3 Technology 10.93%
4 Energy 3.86%
5 Consumer Discretionary 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
76
Alphabet (Google) Class C
GOOG
$4.1T
$367K 0.19%
+1,039
New +$371K
KR icon
77
Kroger
KR
$35.9B
$337K 0.17%
6,063
+338
+6% +$22.1K
SMMU icon
78
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.19B
$337K 0.17%
6,666
+2,665
+67% +$134K
UNH icon
79
UnitedHealth
UNH
$356B
$332K 0.17%
+799
New +$296K
MTUM icon
80
iShares MSCI USA Momentum Factor ETF
MTUM
$24.7B
$329K 0.17%
961
– –
NEE icon
81
NextEra Energy
NEE
$174B
$318K 0.16%
3,625
+448
+14% +$40.5K
BP icon
82
BP
BP
$113B
$306K 0.16%
8,275
+408
+5% +$17.9K
SYK icon
83
Stryker
SYK
$116B
$296K 0.15%
939
-10
-1% -$3.15K
PPG icon
84
PPG Industries
PPG
$25B
$289K 0.15%
2,380
-15
-0.6% -$1.67K
TXN icon
85
Texas Instruments
TXN
$236B
$271K 0.14%
+909
New +$252K
PEP icon
86
PepsiCo
PEP
$188B
$271K 0.14%
1,998
-50
-2% -$7.48K
KO icon
87
Coca-Cola
KO
$379B
$264K 0.14%
3,244
-112
-3% -$8.85K
UBSI icon
88
United Bankshares
UBSI
$6.51B
$263K 0.14%
5,735
– –
ABT icon
89
Abbott
ABT
$187B
$259K 0.13%
2,854
-221
-7% -$20.2K
TJX icon
90
TJX Companies
TJX
$145B
$258K 0.13%
1,706
+378
+28% +$59.8K
PH icon
91
Parker-Hannifin
PH
$121B
$254K 0.13%
+260
New +$238K
BMY icon
92
Bristol-Myers Squibb
BMY
$136B
$250K 0.13%
4,344
-225
-5% -$12.9K
PRU icon
93
Prudential Financial
PRU
$42.1B
$234K 0.12%
2,169
+10
+0.5% +$1.02K
TRV icon
94
Travelers Companies
TRV
$77B
$233K 0.12%
707
-2
-0.3% -$606
GPC icon
95
Genuine Parts
GPC
$19B
$231K 0.12%
1,960
+40
+2% +$4.17K
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$112B
$230K 0.12%
7,253
-2
-0% -$63
COP icon
97
ConocoPhillips
COP
$161B
$224K 0.11%
2,150
-90
-4% -$10.7K
EVSM icon
98
Eaton Vance Short Duration Municipal Income ETF
EVSM
$814M
$217K 0.11%
+4,313
New +$217K
PANW icon
99
Palo Alto Networks
PANW
$272B
$215K 0.11%
+629
New +$144K
JBS
100
JBS N.V.
JBS
$42.9B
$130K 0.07%
10,950
– –
1 2 3
4
5

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BFG
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ONST
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SAM
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EFG
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AIC
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PDN
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Peoples Bank (Ohio)'s Q2 2026 Portfolio in Review

As of Q2 2026, Peoples Bank (Ohio) held 109 positions worth $195M, up 19% from $163M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Peoples Bank (Ohio) deployed $11.9M of net new capital in Q2 2026, opening 8 new positions and adding to 46 existing holdings. Its largest new stake was Alphabet (Google) Class C: 1,039 shares worth $367K.

By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, up from 59% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Procter & Gamble, an estimated $326K trimmed.

  • Peoples Bank (Ohio)'s largest Q2 2026 buy was Alphabet (Google) Class C: 1,039 shares worth $367K.
  • Peoples Bank (Ohio) added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $1.73M increase.
  • Peoples Bank (Ohio)'s biggest Q2 2026 reduction was Procter & Gamble, cutting an estimated $326K.
  • Peoples Bank (Ohio) fully exited iShares Core US Aggregate Bond ETF in Q2 2026, selling an estimated $496K.
  • Peoples Bank (Ohio)'s ten largest holdings make up 49% of its $195M portfolio in Q2 2026.
  • Peoples Bank (Ohio) opened 8 new positions and closed 9 in Q2 2026.
  • Peoples Bank (Ohio)'s portfolio value rose 19% quarter-over-quarter to $195M.

Based on Peoples Bank (Ohio)'s 13F filing for Q2 2026, filed 27 Jul 2026.