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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
BMY icon
76
Bristol-Myers Squibb
BMY
$132B
$273K 0.17%
5,069
+250
+5% +$12K
BP icon
77
BP
BP
$107B
$268K 0.17%
7,717
– –
VCSH icon
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$259K 0.16%
+3,252
New +$260K
NEE icon
79
NextEra Energy
NEE
$177B
$255K 0.16%
3,178
+11
+0.3% +$911
IWM icon
80
iShares Russell 2000 ETF
IWM
$81.9B
$249K 0.15%
1,011
-1
-0.1% -$246
CME icon
81
CME Group
CME
$94.8B
$244K 0.15%
893
+18
+2% +$4.89K
PRU icon
82
Prudential Financial
PRU
$41.8B
$244K 0.15%
2,159
+30
+1% +$3.22K
GPC icon
83
Genuine Parts
GPC
$18.7B
$241K 0.15%
1,960
– –
MUB icon
84
iShares National Muni Bond ETF
MUB
$45.9B
$239K 0.15%
2,227
– –
KO icon
85
Coca-Cola
KO
$375B
$235K 0.15%
3,362
+73
+2% +$5.09K
UNH icon
86
UnitedHealth
UNH
$370B
$235K 0.15%
711
+45
+7% +$15.3K
CAT icon
87
Caterpillar
CAT
$387B
$234K 0.15%
+409
New +$227K
GEHC icon
88
GE HealthCare
GEHC
$32.4B
$229K 0.14%
2,797
-12
-0.4% -$935
UBSI icon
89
United Bankshares
UBSI
$6.62B
$220K 0.14%
5,735
-1,309
-19% -$48.7K
COP icon
90
ConocoPhillips
COP
$141B
$217K 0.13%
2,316
-134
-5% -$12.1K
HON icon
91
Honeywell
HON
$78B
$214K 0.13%
1,096
-48
-4% -$9.39K
PPG icon
92
PPG Industries
PPG
$26.6B
$214K 0.13%
2,085
+25
+1% +$2.51K
TJX icon
93
TJX Companies
TJX
$178B
$212K 0.13%
+1,379
New +$204K
BSV icon
94
Vanguard Short-Term Bond ETF
BSV
$45.6B
$212K 0.13%
2,685
– –
TRV icon
95
Travelers Companies
TRV
$80.2B
$207K 0.13%
+712
New +$200K
SCHD icon
96
Schwab US Dividend Equity ETF
SCHD
$106B
$200K 0.12%
+7,301
New +$199K
JBS
97
JBS N.V.
JBS
$46.8B
$180K 0.11%
12,500
– –
FISV
98
Fiserv Inc
FISV
$27.9B
– –
-2,250
Closed -$290K
JPIE icon
99
JPMorgan Income ETF
JPIE
$10.3B
– –
-46,077
Closed -$2.14M
NFLX icon
100
Netflix
NFLX
$309B
– –
-2,140
Closed -$257K
1 2 3
4

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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.