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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
VTV icon
76
Vanguard Morningstar Value ETF
VTV
$192B
$275K 0.17%
1,557
-100
-6% -$16.9K
PRU icon
77
Prudential Financial
PRU
$41.8B
$274K 0.17%
2,549
– –
UBSI icon
78
United Bankshares
UBSI
$6.62B
$257K 0.16%
7,044
– –
WMT icon
79
Walmart Inc
WMT
$890B
$254K 0.16%
2,602
+171
+7% +$16.3K
CHTR icon
80
Charter Communications
CHTR
$18.2B
$251K 0.16%
615
– –
MEAR icon
81
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
$248K 0.15%
4,935
-169
-3% -$8.46K
HON icon
82
Honeywell
HON
$78B
$246K 0.15%
1,119
– –
HYG icon
83
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$242K 0.15%
3,000
– –
CME icon
84
CME Group
CME
$94.8B
$241K 0.15%
875
– –
GPC icon
85
Genuine Parts
GPC
$18.7B
$237K 0.15%
1,950
-485
-20% -$58.4K
KO icon
86
Coca-Cola
KO
$375B
$233K 0.14%
3,298
+50
+2% +$3.56K
SJNK icon
87
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$232K 0.14%
9,094
– –
PPG icon
88
PPG Industries
PPG
$26.6B
$231K 0.14%
2,030
-80
-4% -$8.65K
IWM icon
89
iShares Russell 2000 ETF
IWM
$81.9B
$229K 0.14%
1,062
-270
-20% -$54.3K
BP icon
90
BP
BP
$107B
$226K 0.14%
7,567
– –
BMY icon
91
Bristol-Myers Squibb
BMY
$132B
$223K 0.14%
4,819
-600
-11% -$29.5K
NEE icon
92
NextEra Energy
NEE
$177B
$220K 0.14%
3,175
-333
-9% -$23.1K
COP icon
93
ConocoPhillips
COP
$141B
$220K 0.14%
2,450
-164
-6% -$14.8K
PGR icon
94
Progressive
PGR
$125B
$215K 0.13%
804
-127
-14% -$34.8K
BSV icon
95
Vanguard Short-Term Bond ETF
BSV
$45.6B
$211K 0.13%
+2,685
New +$210K
GEHC icon
96
GE HealthCare
GEHC
$32.4B
$208K 0.13%
+2,809
New +$196K
JBS
97
JBS N.V.
JBS
$46.8B
$183K 0.11%
+12,500
New +$176K
UNH icon
98
UnitedHealth
UNH
$370B
– –
-826
Closed -$433K
VRIG icon
99
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
– –
-16,891
Closed -$424K
ATSG
100
DELISTED
Air Transport Services Group
ATSG
– –
-9,832
Closed -$221K
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.