Peoples Bank /Oh
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$162.9M
Q ending 2026-03-31
Prior quarter
$161.2M
Q ending 2025-12-31
Change
+1.1% QoQ · +6.9% YoY
Positions
101
reported holdings
Largest positions
Top 100 of 101 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares | IVV | Shares | $15.9M | 24K |
| Peoples Bancorp Inc | PEBO | Shares | $14.6M | 444K |
| Ishares | IVW | Shares | $9.6M | 85K |
| Ishares | IJH | Shares | $8.4M | 125K |
| Spdr | SPY | Shares | $6.5M | 10K |
| Vanguard | VGIT | Shares | $5.8M | 98K |
| Ishares | IWB | Shares | $5.4M | 15K |
| Chevron Corporation | CVX | Shares | $4.9M | 24K |
| Apple Inc | AAPL | Shares | $4.6M | 18K |
| Ishares | IVE | Shares | $4.6M | 22K |
| Ishares | IJR | Shares | $4.4M | 35K |
| Ishares | IGIB | Shares | $4.1M | 77K |
| Ishares | ISTB | Shares | $3.7M | 75K |
| Jp Morgan Chase & Co | JPM | Shares | $3.5M | 12K |
| Ishares | SHY | Shares | $3.4M | 42K |
| Vanguard | VEA | Shares | $2.9M | 46K |
| Exxon Mobil Corporation | XOM | Shares | $2.5M | 14K |
| Procter & Gamble Co | PG | Shares | $2.4M | 16K |
| Dimensional | DFIV | Shares | $2.2M | 42K |
| Microsoft Corp | MSFT | Shares | $2.1M | 6K |
| Nvidia Corporation | NVDA | Shares | $2.0M | 11K |
| Pimco | PYLD | Shares | $1.9M | 74K |
| Ishares | IWR | Shares | $1.9M | 19K |
| Meta Platforms Inc | META | Shares | $1.8M | 3K |
| Ishares | DIVB | Shares | $1.7M | 32K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Vanguard | VWO | Shares | $1.6M | 29K |
| Ishares | IGSB | Shares | $1.2M | 23K |
| Phillips 66 | PSX | Shares | $1.1M | 6K |
| Escalade Inc | ESCA | Shares | $1.1M | 65K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Bank Of America | BAC | Shares | $1.0M | 21K |
| Lennox Intl | LII | Shares | $993K | 2K |
| Oracle Corporation | ORCL | Shares | $981K | 7K |
| Deere & Co | DE | Shares | $970K | 2K |
| Invesco | QQQ | Shares | $959K | 2K |
| Fidelity | FESM | Shares | $919K | 24K |
| Costco Wholesale Corp | COST | Shares | $898K | 901 |
| Ishares | EFA | Shares | $875K | 9K |
| Home Depot Inc | HD | Shares | $856K | 3K |
| Ishares | IEFA | Shares | $841K | 9K |
| St Str Spdr | SDY | Shares | $837K | 6K |
| Micron Technology | MU | Shares | $823K | 2K |
| Merck & Co | MRK | Shares | $823K | 7K |
| Corning Inc | GLW | Shares | $795K | 6K |
| Csx Corp | CSX | Shares | $755K | 18K |
| Mcdonalds | MCD | Shares | $749K | 2K |
| Eli Lilly & Co | LLY | Shares | $742K | 807 |
| Vanguard | VTV | Shares | $739K | 4K |
| Morgan Stanley | MS | Shares | $730K | 4K |
| Union Pacific Corp | UNP | Shares | $665K | 3K |
| Vanguard | VGT | Shares | $643K | 922 |
| Applied Materials Delaware | AMAT | Shares | $637K | 2K |
| Lowes Company | LOW | Shares | $623K | 3K |
| Cisco Systems | CSCO | Shares | $620K | 8K |
| Taiwan Semiconduct Manu Corp | TSM | Shares | $581K | 2K |
| Johnson & Johnson | JNJ | Shares | $563K | 2K |
| D R Horton Inc | DHI | Shares | $504K | 4K |
| Abbvie Inc | ABBV | Shares | $502K | 2K |
| Ishares | AGG | Shares | $496K | 5K |
| Ibm | IBM | Shares | $483K | 2K |
| Ishares | IWF | Shares | $481K | 1K |
| Broadcom Inc | AVGO | Shares | $451K | 1K |
| Jp Morgan | JEPI | Shares | $438K | 8K |
| Cintas Corporation | CTAS | Shares | $424K | 3K |
| Kroger Co | KR | Shares | $414K | 6K |
| Vanguard | VTI | Shares | $408K | 1K |
| Bp Amoco Plc Spons Adr | BP | Shares | $370K | 8K |
| Linde Plc | Shares | $365K | 736 | |
| Raytheon Technologies Corp | RTX | Shares | $351K | 2K |
| Ishares | IYW | Shares | $349K | 2K |
| Pimco | MINT | Shares | $345K | 3K |
| Sherwin Williams Co. Common | SHW | Shares | $330K | 1K |
| Visa Inc | V | Shares | $320K | 1K |
| Pepsico Inc | PEP | Shares | $318K | 2K |
| Abbott Laboratories | ABT | Shares | $316K | 3K |
| Stryker | SYK | Shares | $312K | 949 |
| Ishares | IWM | Shares | $308K | 1K |
| Conocophillips | COP | Shares | $296K | 2K |
| Nextera Energy Inc | NEE | Shares | $295K | 3K |
| Caterpillar Inc | CAT | Shares | $289K | 408 |
| Bristol Myers Squibb | BMY | Shares | $277K | 5K |
| Cme Group Inc | CME | Shares | $264K | 893 |
| Wal Mart Stores Inc | WMT | Shares | $259K | 2K |
| Ishares | IEI | Shares | $258K | 2K |
| Ppg Industries Inc | PPG | Shares | $256K | 2K |
| Coca Cola | KO | Shares | $255K | 3K |
| Honeywell International Inc | HONGBP | Shares | $248K | 1K |
| United Bankshares Inc | UBSI | Shares | $238K | 6K |
| Alps | SMTH | Shares | $232K | 9K |
| Ishares | MTUM | Shares | $231K | 961 |
| Schwab | SCHD | Shares | $223K | 7K |
| Northrop Grumman Corp | NOC | Shares | $216K | 317 |
| St Str Spdr | SPYV | Shares | $216K | 4K |
| Tjx Cos Inc | TJX | Shares | $212K | 1K |
| Prudential Financial Inc | PRU | Shares | $211K | 2K |
| Travelers Cos Inc | TRV | Shares | $207K | 709 |
| Ishares | GOVT | Shares | $206K | 9K |
| Genuine Parts Co | GPC | Shares | $203K | 2K |
| Pimco | SMMU | Shares | $202K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.