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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
WMT icon
76
Walmart Inc
WMT
$889B
$268K 0.16%
2,602
– –
BP icon
77
BP
BP
$110B
$266K 0.16%
7,717
+150
+2% +$5.02K
UBSI icon
78
United Bankshares
UBSI
$6.55B
$262K 0.16%
7,044
– –
NFLX icon
79
Netflix
NFLX
$316B
$257K 0.16%
2,140
-130
-6% -$15.9K
IWM icon
80
iShares Russell 2000 ETF
IWM
$81.5B
$245K 0.15%
1,012
-50
-5% -$11.5K
NEE icon
81
NextEra Energy
NEE
$175B
$239K 0.15%
3,167
-8
-0.3% -$585
MUB icon
82
iShares National Muni Bond ETF
MUB
$45.8B
$237K 0.15%
+2,227
New +$233K
CME icon
83
CME Group
CME
$95.9B
$236K 0.15%
875
– –
VCIT icon
84
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$236K 0.14%
+2,800
New +$233K
COP icon
85
ConocoPhillips
COP
$146B
$232K 0.14%
2,450
– –
UNH icon
86
UnitedHealth
UNH
$372B
$230K 0.14%
+666
New +$201K
HON icon
87
Honeywell
HON
$77.4B
$227K 0.14%
1,144
+25
+2% +$5.22K
PRU icon
88
Prudential Financial
PRU
$42B
$221K 0.14%
2,129
-420
-16% -$44.2K
KO icon
89
Coca-Cola
KO
$376B
$218K 0.13%
3,289
-9
-0.3% -$619
BMY icon
90
Bristol-Myers Squibb
BMY
$133B
$217K 0.13%
4,819
– –
PPG icon
91
PPG Industries
PPG
$26B
$217K 0.13%
2,060
+30
+1% +$3.33K
BSV icon
92
Vanguard Short-Term Bond ETF
BSV
$45.6B
$212K 0.13%
2,685
– –
GEHC icon
93
GE HealthCare
GEHC
$33B
$211K 0.13%
2,809
– –
JBS
94
JBS N.V.
JBS
$45.6B
$187K 0.11%
12,500
– –
CHTR icon
95
Charter Communications
CHTR
$17.9B
– –
-615
Closed -$251K
HYG icon
96
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-3,000
Closed -$242K
MEAR icon
97
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
– –
-4,935
Closed -$248K
PGR icon
98
Progressive
PGR
$125B
– –
-804
Closed -$215K
SCHD icon
99
Schwab US Dividend Equity ETF
SCHD
$107B
– –
-11,459
Closed -$304K
SJNK icon
100
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.79B
– –
-9,094
Closed -$232K
1 2 3
4
5

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TVM
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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.