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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$871B
$16.5M 10.26%
24,146
-521
-2% -$354K
PEBO icon
2
Peoples Bancorp
PEBO
$1.52B
$13.1M 8.13%
436,575
-24,691
-5% -$734K
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$71.9B
$10.8M 6.67%
87,282
-1,355
-2% -$166K
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$123B
$8.43M 5.23%
127,671
-2,126
-2% -$139K
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$7.04M 4.37%
10,320
-5
-0% -$3.38K
VGIT icon
6
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.8B
$5.85M 3.63%
97,620
-3,698
-4% -$222K
AAPL icon
7
Apple
AAPL
$4.99T
$5.15M 3.2%
18,959
+650
+4% +$174K
IWB icon
8
iShares Russell 1000 ETF
IWB
$47.9B
$4.79M 2.97%
12,838
– –
IVE icon
9
iShares S&P 500 Value ETF
IVE
$49.6B
$4.69M 2.91%
22,137
-275
-1% -$57.6K
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$110B
$4.5M 2.79%
37,485
-505
-1% -$60.4K
IGIB icon
11
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$4.16M 2.58%
77,133
-2,858
-4% -$154K
JPM icon
12
JPMorgan Chase
JPM
$950B
$3.95M 2.45%
12,268
-750
-6% -$232K
ISTB icon
13
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.11B
$3.64M 2.26%
74,571
-2,797
-4% -$136K
CVX icon
14
Chevron
CVX
$374B
$3.62M 2.25%
23,757
+41
+0.2% +$6.24K
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$225B
$3.4M 2.11%
54,447
-1,842
-3% -$113K
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$3.38M 2.1%
40,829
-1,571
-4% -$130K
MSFT icon
17
Microsoft
MSFT
$2.92T
$2.88M 1.79%
5,965
+79
+1% +$39.6K
PG icon
18
Procter & Gamble
PG
$347B
$2.41M 1.49%
16,802
-26
-0.2% -$3.83K
META icon
19
Meta Platforms (Facebook)
META
$1.51T
$2.15M 1.33%
3,256
+43
+1% +$28.7K
NVDA icon
20
NVIDIA
NVDA
$4.77T
$2.11M 1.31%
11,289
-2,245
-17% -$418K
AMZN icon
21
Amazon
AMZN
$2.48T
$1.92M 1.19%
8,318
+153
+2% +$35K
PYLD icon
22
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$1.89M 1.17%
+70,966
New +$1.9M
IWR icon
23
iShares Russell Mid-Cap ETF
IWR
$56.5B
$1.83M 1.13%
18,973
-19
-0.1% -$1.83K
XOM icon
24
ExxonMobil
XOM
$634B
$1.8M 1.12%
14,993
+71
+0.5% +$8.23K
DFIV icon
25
Dimensional International Value ETF
DFIV
$20.9B
$1.73M 1.08%
34,746
-857
-2% -$40.7K
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.