PEOPLES BANK /OH — 13F Holdings & Portfolio
CIK 934866 · latest 13F-HR filed 2026-04-24
PEOPLES BANK /OH manages $162.9M in 13F-reported U.S. long-equity assets across 143 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (9.56%), PEBO (8.95%), IVW (5.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 7, added to 34, and trimmed 30.
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.
$162.9M
Long-equity book
143
Distinct positions
2026-03-31
Filed 2026-04-24
+11 / −7 / ↑34 / ↓30
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PEOPLES BANCORP INC$1.5M +11.2%
- CHEVRON CORPORATION$1.3M +35.1%
- ISHARES$654.4K +13.6%
- EXXON MOBIL CORPORATION$647.0K +35.9%
- DIMENSIONAL$506.4K +29.2%
Top Trims
- ISHARES-$1.1M -10.4%
- MICROSOFT CORP-$812.6K -28.2%
- ISHARES-$745.3K -74.3%
- APPLE INC-$577.1K -11.2%
- SPDR-$551.6K -7.8%
Exited Positions
- VANECK$381.3K
- VANGUARD$334.3K
- VANGUARD$259.3K
- ISHARES$238.5K
- UNITEDHEALTH GROUP INC$234.7K
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 | $15.6M | 9.56% | 23,836 | SH |
| 2 | PEOPLES BANCORP INC | PEBO | 709789101 | $14.6M | 8.95% | 443,518 | SH |
| 3 | ISHARES | IVW | 464287309 | $9.5M | 5.84% | 84,060 | SH |
| 4 | ISHARES | IJH | 464287507 | $8.4M | 5.18% | 124,912 | SH |
| 5 | SPDR | SPY | 78462F103 | $6.5M | 3.98% | 9,973 | SH |
| 6 | VANGUARD | VGIT | 92206C706 | $5.8M | 3.54% | 96,960 | SH |
| 7 | ISHARES | IWB | 464287622 | $5.4M | 3.34% | 15,281 | SH |
| 8 | CHEVRON CORPORATION | CVX | 166764100 | $4.9M | 2.98% | 23,493 | SH |
| 9 | ISHARES | IVE | 464287408 | $4.5M | 2.77% | 21,347 | SH |
| 10 | APPLE INC | AAPL | 037833100 | $4.5M | 2.76% | 17,735 | SH |
| 11 | ISHARES | IJR | 464287804 | $4.4M | 2.69% | 35,197 | SH |
| 12 | ISHARES | IGIB | 464288638 | $4.1M | 2.51% | 76,688 | SH |
| 13 | ISHARES | ISTB | 46432F859 | $3.6M | 2.23% | 74,990 | SH |
| 14 | JP MORGAN CHASE & CO | JPM | 46625H100 | $3.4M | 2.10% | 11,645 | SH |
| 15 | ISHARES | SHY | 464287457 | $3.4M | 2.10% | 41,341 | SH |
| 16 | VANGUARD | VEA | 921943858 | $2.9M | 1.80% | 45,708 | SH |
| 17 | EXXON MOBIL CORPORATION | XOM | 30231G102 | $2.4M | 1.47% | 14,098 | SH |
| 18 | PROCTER & GAMBLE CO | PG | 742718109 | $2.3M | 1.43% | 16,140 | SH |
| 19 | DIMENSIONAL | DFIV | 25434V807 | $2.2M | 1.33% | 41,200 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $2.1M | 1.27% | 5,578 | SH |
| 21 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.0M | 1.21% | 11,304 | SH |
| 22 | PIMCO | PYLD | 72201R585 | $1.9M | 1.18% | 73,504 | SH |
| 23 | META PLATFORMS INC | META | 30303M102 | $1.8M | 1.12% | 3,190 | SH |
| 24 | ISHARES | IWR | 464287499 | $1.8M | 1.10% | 18,460 | SH |
| 25 | ISHARES | DIVB | 46435U861 | $1.7M | 1.05% | 31,670 | SH |
| 26 | AMAZON COM INC | AMZN | 023135106 | $1.7M | 1.05% | 8,185 | SH |
| 27 | VANGUARD | VWO | 922042858 | $1.5M | 0.95% | 28,527 | SH |
| 28 | ISHARES | IGSB | 464288646 | $1.2M | 0.73% | 22,772 | SH |
| 29 | PHILLIPS 66 | PSX | 718546104 | $1.1M | 0.69% | 6,174 | SH |
| 30 | ESCALADE INC | ESCA | 296056104 | $1.1M | 0.69% | 65,316 | SH |
| 31 | ALPHABET INC | GOOGL | 02079K305 | $1.1M | 0.65% | 3,672 | SH |
| 32 | BANK OF AMERICA | BAC | 060505104 | $1.0M | 0.63% | 21,103 | SH |
| 33 | LENNOX INTL | LII | 526107107 | $993.2K | 0.61% | 2,140 | SH |
| 34 | ORACLE CORPORATION | ORCL | 68389X105 | $980.8K | 0.60% | 6,667 | SH |
| 35 | DEERE & CO | DE | 244199105 | $970.0K | 0.60% | 1,722 | SH |
| 36 | INVESCO | QQQ | 46090E103 | $958.7K | 0.59% | 1,661 | SH |
| 37 | FIDELITY | FESM | 31609A206 | $918.5K | 0.56% | 24,172 | SH |
| 38 | COSTCO WHOLESALE CORP | COST | 22160K105 | $897.8K | 0.55% | 901 | SH |
| 39 | ISHARES | EFA | 464287465 | $874.9K | 0.54% | 9,008 | SH |
| 40 | HOME DEPOT INC | HD | 437076102 | $831.8K | 0.51% | 2,529 | SH |
| 41 | MICRON TECHNOLOGY | MU | 595112103 | $823.3K | 0.51% | 2,437 | SH |
| 42 | MERCK & CO | MRK | 58933Y105 | $779.0K | 0.48% | 6,476 | SH |
| 43 | ISHARES | IEFA | 46432F842 | $778.5K | 0.48% | 8,599 | SH |
| 44 | ST STR SPDR | SDY | 78464A763 | $772.8K | 0.47% | 5,295 | SH |
| 45 | CORNING INC | GLW | 219350105 | $754.6K | 0.46% | 5,550 | SH |
| 46 | ELI LILLY & CO | LLY | 532457108 | $742.3K | 0.46% | 807 | SH |
| 47 | VANGUARD | VTV | 922908744 | $739.5K | 0.45% | 3,769 | SH |
| 48 | CSX CORP | CSX | 126408103 | $730.4K | 0.45% | 17,792 | SH |
| 49 | MORGAN STANLEY | MS | 617446448 | $729.5K | 0.45% | 4,433 | SH |
| 50 | MCDONALDS | MCD | 580135101 | $725.4K | 0.45% | 2,334 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-24 | $162.9M | 143 | 0000934866-26-000004 |
| 2025-12-31 | 2026-01-29 | $161.2M | 143 | 0000934866-26-000002 |