Top Institutional Investors

PEOPLES BANK /OH — 13F Holdings & Portfolio

CIK 934866 · latest 13F-HR filed 2026-10-26

Backtest portfolio

PEOPLES BANK /OH manages $216.5M in 13F-reported U.S. long-equity assets across 153 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IVV (10.83%), PEBO (7.47%), IVW (7.28%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 13 new positions and exited 3; 37 existing positions rose in reported value and 37 fell.

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.

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AUM
$216.5M

Long-equity book

Holdings
153

Distinct positions

Period
2026-09-30

Filed 2026-10-26

Q/Q Activity
+13 / −3 / ↑37 / ↓37

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IVV11.0% · +17%PEBO7.5% · -0%IVW7.4% · +20%IJH4.7% · +8%SPY3.2% · -10%IVE3.1% · +13%IWB2.9% · -0%AAPL2.9% · -2%VGIT2.7% · +9%SHY2.6% · +11%IGIB2.3% · +12%CVX2.3% · +0%DIVB2.2% · +75%VEA2.1% · +17%IJR2.1% · -5%DFIV1.8% · +27%JPM1.8% · -0%ISTB1.7% · -14%MSFT1.4% · -1%SMMU1.4% · +816%NVDA1.4% · -1%MU1.3% · +12%PYLD1.2% · +12%EVSM1.2% · +1107%META1.1% · +1%XOM1.1% · +1%AMZN1.0% · -3%PG0.9% · -2%FESM0.9% · +20%IWR0.9% · -3%PSX0.7% · 0%IGSB0.7% · +11%QQQ0.7% · +1%GOOGL0.7% · +14%IEMG0.6% · newESCA0.6% · 0%LLY0.5% · +18%VRIG0.5% · newVTV0.5% · +35%DE0.5% · +1%BAC0.5% · -4%MRK0.5% · -3%ORCL0.4% · -1%VGT0.4% · -0%EFA0.4% · -1%INMU0.4% · newAMAT0.4% · -7%MINO0.4% · newCSX0.4% · +0%CGMU0.4% · newCSCO0.4% · -2%SDY0.4% · -2%GLW0.4% · -7%TSM0.4% · 0%COST0.4% · -1%MS0.3% · -5%IEFA0.3% · -14%ABBV0.3% · +19%HD0.3% · -3%UNP0.3% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 47.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 37 →

Top Trims

Show all 37 →

New Positions

Show all 13 →

Exited Positions

Show all 3 →

PEOPLES BANK /OH Holdings (2026-09-30)

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 $23.5M 10.83% 30,621 SH
2 PEOPLES BANCORP INC PEBO 709789101 $16.2M 7.47% 442,047 SH
3 ISHARES IVW 464287309 $15.8M 7.28% 110,777 SH
4 ISHARES IJH 464287507 $10.2M 4.72% 142,160 SH
5 SPDR SPY 78462F103 $7.0M 3.22% 9,145 SH
6 ISHARES IVE 464287408 $6.6M 3.05% 28,975 SH
7 ISHARES IWB 464287622 $6.3M 2.89% 15,041 SH
8 APPLE INC AAPL 037833100 $6.1M 2.83% 18,392 SH
9 VANGUARD VGIT 92206C706 $5.9M 2.70% 103,279 SH
10 ISHARES SHY 464287457 $5.6M 2.58% 68,700 SH
11 ISHARES IGIB 464288638 $5.0M 2.31% 99,224 SH
12 CHEVRON CORPORATION CVX 166764100 $4.9M 2.25% 23,872 SH
13 ISHARES DIVB 46435U861 $4.8M 2.21% 74,096 SH
14 VANGUARD VEA 921943858 $4.6M 2.10% 64,529 SH
15 ISHARES IJR 464287804 $4.5M 2.07% 32,942 SH
16 DIMENSIONAL DFIV 25434V807 $3.9M 1.81% 70,283 SH
17 JP MORGAN CHASE & CO JPM 46625H100 $3.9M 1.80% 11,794 SH
18 ISHARES ISTB 46432F859 $3.6M 1.65% 75,437 SH
19 MICROSOFT CORP MSFT 594918104 $3.1M 1.44% 6,092 SH
20 PIMCO SMMU 72201R874 $3.0M 1.39% 61,034 SH
21 NVIDIA CORPORATION NVDA 67066G104 $2.9M 1.35% 12,789 SH
22 MICRON TECHNOLOGY MU 595112103 $2.9M 1.35% 2,741 SH
23 PIMCO PYLD 72201R585 $2.7M 1.23% 105,264 SH
24 EATON VANCE EVSM 61774R858 $2.6M 1.18% 52,047 SH
25 META PLATFORMS INC META 30303M102 $2.4M 1.11% 3,325 SH
26 EXXONMOBIL HOLDINGS XOM 30233Q108 $2.3M 1.05% 13,983 SH
27 AMAZON COM INC AMZN 023135106 $2.2M 1.02% 8,892 SH
28 FIDELITY FESM 31609A206 $2.0M 0.92% 44,315 SH
29 PROCTER & GAMBLE CO PG 742718109 $2.0M 0.91% 13,629 SH
30 ISHARES IWR 464287499 $1.9M 0.88% 17,787 SH
31 PHILLIPS 66 PSX 718546104 $1.6M 0.73% 6,162 SH
32 ISHARES IGSB 464288646 $1.5M 0.71% 29,938 SH
33 INVESCO QQQ 46090E103 $1.4M 0.67% 1,947 SH
34 ALPHABET INC GOOGL 02079K305 $1.4M 0.66% 4,184 SH
35 ISHARES IEMG 46434G103 $1.3M 0.59% 15,682 SH
36 ESCALADE INC ESCA 296056104 $1.2M 0.57% 65,316 SH
37 ELI LILLY & CO LLY 532457108 $1.2M 0.55% 1,028 SH
38 INVESCO VRIG 46090A879 $1.2M 0.54% 46,953 SH
39 VANGUARD VTV 922908744 $1.2M 0.53% 5,343 SH
40 DEERE & CO DE 244199105 $1.1M 0.53% 1,707 SH
41 BANK OF AMERICA BAC 060505104 $1.1M 0.52% 20,653 SH
42 ORACLE CORPORATION ORCL 68389X105 $940.1K 0.43% 6,847 SH
43 VANGUARD VGT 92204A702 $924.2K 0.43% 7,354 SH
44 ISHARES EFA 464287465 $923.3K 0.43% 8,887 SH
45 MERCK & CO MRK 58933Y105 $922.0K 0.43% 6,345 SH
46 ISHARES INMU 092528207 $869.9K 0.40% 38,002 SH
47 PIMCO MINO 72201R635 $865.6K 0.40% 20,325 SH
48 CAPITAL GROUP CGMU 14020Y201 $846.2K 0.39% 32,622 SH
49 CSX CORP CSX 126408103 $825.2K 0.38% 17,742 SH
50 CISCO SYSTEMS CSCO 17275R102 $786.8K 0.36% 7,310 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-26 $216.5M 153 0000934866-26-000012
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
Filer Information
Address
138 PUTNAM ST
P O BOX 738
MARIETTA, OH 45750-0738
Phone
(740) 373-3155
Filing Manager
PEOPLES BANK /OH
MARIETTA, OH
Signatory
DEBORAH RHOADES
SVP,TR & INV SERVICES MGR