PEOPLES BANK /OH — 13F Holdings & Portfolio
CIK 934866 · latest 13F-HR filed 2026-07-27
PEOPLES BANK /OH manages $194.5M in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (10.09%), PEBO (8.76%), IVW (6.53%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 9, added to 66, and trimmed 15.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
P O BOX 738
MARIETTA, OH 45750-0738
$194.5M
Long-equity book
143
Distinct positions
2026-06-30
Filed 2026-07-27
+8 / −9 / ↑66 / ↓15
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES$4.1M +25.8%
- ISHARES$3.2M +33.5%
- PEOPLES BANCORP INC$2.5M +16.8%
- MICRON TECHNOLOGY$2.0M +241.7%
- ISHARES$1.7M +20.6%
Top Trims
- CHEVRON CORPORATION-$923.9K -18.9%
- EXXON MOBIL CORPORATION-$506.1K -20.6%
- PROCTER & GAMBLE CO-$292.8K -12.3%
- COSTCO WHOLESALE CORP-$105.4K -11.7%
- PHILLIPS 66-$84.4K -7.4%
New Positions
- LAM RESEARCH$403.4K
- ADVANCED MICRO DEVICES$370.0K
- ALPHABET INC$367.1K
- UNITEDHEALTH GROUP INC$332.1K
- TEXAS INSTRUMENTS INC$270.9K
Exited Positions
- ISHARES$496.4K
- PIMCO$345.3K
- CME GROUP INC$263.7K
- ISHARES$258.0K
- HONEYWELL INTERNATIONAL INC$247.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES | IVV | 464287200 | $19.6M | 10.09% | 26,207 | SH |
| 2 | PEOPLES BANCORP INC | PEBO | 709789101 | $17.0M | 8.76% | 443,463 | SH |
| 3 | ISHARES | IVW | 464287309 | $12.7M | 6.53% | 92,385 | SH |
| 4 | ISHARES | IJH | 464287507 | $10.2M | 5.23% | 131,933 | SH |
| 5 | SPDR | SPY | 78462F103 | $7.6M | 3.88% | 10,117 | SH |
| 6 | ISHARES | IWB | 464287622 | $6.2M | 3.17% | 15,071 | SH |
| 7 | ISHARES | IVE | 464287408 | $5.8M | 3.00% | 25,688 | SH |
| 8 | VANGUARD | VGIT | 92206C706 | $5.6M | 2.86% | 94,473 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $5.4M | 2.80% | 18,797 | SH |
| 10 | ISHARES | IJR | 464287804 | $5.2M | 2.65% | 34,799 | SH |
| 11 | ISHARES | SHY | 464287457 | $5.1M | 2.61% | 61,769 | SH |
| 12 | ISHARES | IGIB | 464288638 | $4.7M | 2.43% | 88,784 | SH |
| 13 | ISHARES | ISTB | 46432F859 | $4.2M | 2.18% | 88,051 | SH |
| 14 | CHEVRON CORPORATION | CVX | 166764100 | $3.9M | 2.03% | 23,787 | SH |
| 15 | VANGUARD | VEA | 921943858 | $3.9M | 2.02% | 55,221 | SH |
| 16 | JP MORGAN CHASE & CO | JPM | 46625H100 | $3.9M | 1.99% | 11,834 | SH |
| 17 | DIMENSIONAL | DFIV | 25434V807 | $3.0M | 1.53% | 54,916 | SH |
| 18 | MICRON TECHNOLOGY | MU | 595112103 | $2.8M | 1.45% | 2,437 | SH |
| 19 | ISHARES | DIVB | 46435U861 | $2.6M | 1.34% | 42,360 | SH |
| 20 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.6M | 1.33% | 12,908 | SH |
| 21 | PIMCO | PYLD | 72201R585 | $2.5M | 1.28% | 93,555 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $2.3M | 1.18% | 6,140 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $2.2M | 1.12% | 9,137 | SH |
| 24 | PROCTER & GAMBLE CO | PG | 742718109 | $2.0M | 1.05% | 13,897 | SH |
| 25 | ISHARES | IWR | 464287499 | $2.0M | 1.04% | 18,279 | SH |
| 26 | VANGUARD | VWO | 922042858 | $1.9M | 0.98% | 31,818 | SH |
| 27 | EXXON MOBIL CORPORATION | XOM | 30231G102 | $1.9M | 0.98% | 13,877 | SH |
| 28 | META PLATFORMS INC | META | 30303M102 | $1.9M | 0.95% | 3,287 | SH |
| 29 | FIDELITY | FESM | 31609A206 | $1.8M | 0.92% | 36,953 | SH |
| 30 | INVESCO | QQQ | 46090E103 | $1.4M | 0.73% | 1,927 | SH |
| 31 | ISHARES | IGSB | 464288646 | $1.4M | 0.73% | 27,022 | SH |
| 32 | CORNING INC | GLW | 219350105 | $1.4M | 0.72% | 5,454 | SH |
| 33 | ALPHABET INC | GOOGL | 02079K305 | $1.3M | 0.68% | 3,682 | SH |
| 34 | ESCALADE INC | ESCA | 296056104 | $1.2M | 0.63% | 65,316 | SH |
| 35 | LENNOX INTL | LII | 526107107 | $1.2M | 0.63% | 2,140 | SH |
| 36 | BANK OF AMERICA | BAC | 060505104 | $1.2M | 0.63% | 21,410 | SH |
| 37 | APPLIED MATERIALS DELAWARE | AMAT | 038222105 | $1.2M | 0.61% | 1,628 | SH |
| 38 | DEERE & CO | DE | 244199105 | $1.1M | 0.55% | 1,687 | SH |
| 39 | ELI LILLY & CO | LLY | 532457108 | $1.0M | 0.54% | 873 | SH |
| 40 | PHILLIPS 66 | PSX | 718546104 | $1.0M | 0.54% | 6,162 | SH |
| 41 | ORACLE CORPORATION | ORCL | 68389X105 | $1.0M | 0.52% | 6,897 | SH |
| 42 | ISHARES | EFA | 464287465 | $928.6K | 0.48% | 8,939 | SH |
| 43 | HOME DEPOT INC | HD | 437076102 | $886.6K | 0.46% | 2,514 | SH |
| 44 | VANGUARD | VGT | 92204A702 | $881.1K | 0.45% | 7,372 | SH |
| 45 | CISCO SYSTEMS | CSCO | 17275R102 | $876.3K | 0.45% | 7,460 | SH |
| 46 | MORGAN STANLEY | MS | 617446448 | $875.7K | 0.45% | 4,189 | SH |
| 47 | VANGUARD | VTV | 922908744 | $860.2K | 0.44% | 3,947 | SH |
| 48 | MERCK & CO | MRK | 58933Y105 | $843.6K | 0.43% | 6,565 | SH |
| 49 | CSX CORP | CSX | 126408103 | $839.7K | 0.43% | 17,667 | SH |
| 50 | TAIWAN SEMICONDUCT MANU CORP | TSM | 874039100 | $816.2K | 0.42% | 1,709 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-27 | $194.5M | 143 | 0000934866-26-000007 |
| 2026-03-31 | 2026-04-24 | $162.9M | 143 | 0000934866-26-000004 |
| 2025-12-31 | 2026-01-29 | $161.2M | 143 | 0000934866-26-000002 |