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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 Miscellaneous 57.89%
2 Financials 14.34%
3 Technology 9.33%
4 Energy 3.82%
5 Consumer Discretionary 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PEBO icon
1
Peoples Bancorp
PEBO
$1.42B
$17.3M 10.68%
566,234
-3,528
-0.6% -$103K
IVV icon
2
iShares Core S&P 500 ETF
IVV
$833B
$16.5M 10.22%
26,633
-724
-3% -$416K
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$75.6B
$10.8M 6.66%
97,926
-1,583
-2% -$157K
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$121B
$8.41M 5.19%
135,538
-10,437
-7% -$613K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$6.47M 4%
10,472
-270
-3% -$154K
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.1B
$6.15M 3.8%
102,861
+15,188
+17% +$899K
IVE icon
7
iShares S&P 500 Value ETF
IVE
$49B
$4.78M 2.95%
24,461
+1,277
+6% +$238K
IWB icon
8
iShares Russell 1000 ETF
IWB
$48.2B
$4.41M 2.73%
12,998
-20
-0.2% -$6.28K
IGIB icon
9
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$4.36M 2.69%
81,800
-11,462
-12% -$598K
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$106B
$4.28M 2.65%
39,174
-3,923
-9% -$406K
ISTB icon
11
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.08B
$3.82M 2.36%
78,492
+1,382
+2% +$66.7K
AAPL icon
12
Apple
AAPL
$4.85T
$3.78M 2.33%
18,412
-617
-3% -$125K
SHY icon
13
iShares 1-3 Year Treasury Bond ETF
SHY
$26B
$3.58M 2.21%
43,181
+5,865
+16% +$484K
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$233B
$3.51M 2.17%
61,576
+4,791
+8% +$257K
CVX icon
15
Chevron
CVX
$415B
$3.38M 2.09%
23,634
+5
+0% +$705
MSFT icon
16
Microsoft
MSFT
$3.64T
$2.94M 1.81%
5,902
-129
-2% -$56K
JPM icon
17
JPMorgan Chase
JPM
$927B
$2.86M 1.77%
9,868
-75
-0.8% -$19.1K
PG icon
18
Procter & Gamble
PG
$341B
$2.7M 1.67%
16,978
-86
-0.5% -$14K
META icon
19
Meta Platforms (Facebook)
META
$1.72T
$2.48M 1.53%
3,365
+34
+1% +$21K
NVDA icon
20
NVIDIA
NVDA
$5.17T
$2.24M 1.39%
14,205
+5,093
+56% +$641K
JPIE icon
21
JPMorgan Income ETF
JPIE
$10.7B
$2.17M 1.34%
46,869
-6,607
-12% -$303K
AMZN icon
22
Amazon
AMZN
$2.65T
$1.78M 1.1%
8,133
+6
+0.1% +$1.19K
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$55B
$1.77M 1.09%
19,195
-3,189
-14% -$275K
ORCL icon
24
Oracle
ORCL
$433B
$1.73M 1.07%
7,899
-361
-4% -$58.3K
DFIV icon
25
Dimensional International Value ETF
DFIV
$22.1B
$1.67M 1.03%
38,995
+6,578
+20% +$268K
1
2 3 4

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ONST
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EFG
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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 Miscellaneous at 58% of assets, down from 58% a quarter earlier, followed by Financials and Technology.

  • 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.