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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$871B
$16.5M 10.14%
24,667
-1,966
-7% -$1.27M
PEBO icon
2
Peoples Bancorp
PEBO
$1.52B
$13.8M 8.5%
461,266
-104,968
-19% -$3.18M
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$71.9B
$10.7M 6.57%
88,637
-9,289
-9% -$1.07M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$123B
$8.47M 5.2%
129,797
-5,741
-4% -$369K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$6.88M 4.23%
10,325
-147
-1% -$94.2K
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$6.08M 3.74%
101,318
-1,543
-2% -$92.1K
IWB icon
7
iShares Russell 1000 ETF
IWB
$47.9B
$4.69M 2.88%
12,838
-160
-1% -$56.4K
AAPL icon
8
Apple
AAPL
$4.99T
$4.66M 2.86%
18,309
-103
-0.6% -$23.3K
IVE icon
9
iShares S&P 500 Value ETF
IVE
$49.6B
$4.63M 2.84%
22,412
-2,049
-8% -$412K
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$110B
$4.51M 2.77%
37,990
-1,184
-3% -$136K
IGIB icon
11
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$4.33M 2.66%
79,991
-1,809
-2% -$96.8K
JPM icon
12
JPMorgan Chase
JPM
$950B
$4.11M 2.52%
13,018
+3,150
+32% +$937K
ISTB icon
13
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$3.78M 2.32%
77,368
-1,124
-1% -$54.7K
CVX icon
14
Chevron
CVX
$374B
$3.68M 2.26%
23,716
+82
+0.3% +$12.7K
SHY icon
15
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.52M 2.16%
42,400
-781
-2% -$64.6K
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$225B
$3.37M 2.07%
56,289
-5,287
-9% -$308K
MSFT icon
17
Microsoft
MSFT
$2.92T
$3.05M 1.87%
5,886
-16
-0.3% -$8.16K
PG icon
18
Procter & Gamble
PG
$347B
$2.59M 1.59%
16,828
-150
-0.9% -$23.4K
NVDA icon
19
NVIDIA
NVDA
$4.77T
$2.53M 1.55%
13,534
-671
-5% -$117K
META icon
20
Meta Platforms (Facebook)
META
$1.51T
$2.36M 1.45%
3,213
-152
-5% -$113K
ORCL icon
21
Oracle
ORCL
$346B
$2.18M 1.34%
7,768
-131
-2% -$33.4K
JPIE icon
22
JPMorgan Income ETF
JPIE
$10.1B
$2.14M 1.31%
46,077
-792
-2% -$36.7K
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$56.5B
$1.83M 1.13%
18,992
-203
-1% -$19.2K
AMZN icon
24
Amazon
AMZN
$2.48T
$1.79M 1.1%
8,165
+32
+0.4% +$7.24K
XOM icon
25
ExxonMobil
XOM
$634B
$1.68M 1.03%
14,922
+3
+0% +$333
1
2 3 4 5

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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.