PEOPLES BANK /OH — 13F Holdings

2026 Q2  ·  109 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, PEOPLES BANK /OH maintained a portfolio of 109 distinct positions. The most significant new addition was LAM RESEARCH, now representing 0.21% of the total fund value. They heavily accumulated shares in ISHARES, increasing the position by 9.8%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
109
Quarter
2026 Q2
Top Holding
IVV (10.3%)
Top 10 Concentration
49.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 109

PEOPLES BANK /OH Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES
ETF 10.26% 9.73% #1
Prev: #1
8.0
2,371 9.8%
P
S
26,649 $19,957,172
$231.96 +221.0%
$748.89 -0.6%
2015 Q4 13F Filing 2026-06-30 2026-07-27
PEBO
PEOPLES BANCORP...
Financial Services 8.76% 8.95% #2
Prev: #2
5.5
-55 -0.0%
P
S
443,563 $17,037,249 2015 Q4 13F Filing 2026-06-30 2026-07-27
IVW
ISHARES
ETF 6.61% 5.92% #3
Prev: #3
5.6
8,325 9.8%
P
S
93,540 $12,864,557 2015 Q4 13F Filing 2026-06-30 2026-07-27
IJH
ISHARES
ETF 5.23% 5.18% #4
Prev: #4
4.6
7,021 5.6%
P
S
131,933 $10,173,356 2015 Q4 13F Filing 2026-06-30 2026-07-27
SPY
SPDR
ETF 3.88% 3.98% #5
Prev: #5
2.6
144 1.4%
P
S
10,117 $7,555,073 2015 Q4 13F Filing 2026-06-30 2026-07-27
IWB
ISHARES
ETF 3.17% 3.34% #6 1
Prev: #7
1.8
-210 -1.4%
P
S
15,071 $6,171,576 2015 Q4 13F Filing 2026-06-30 2026-07-27
IVE
ISHARES
ETF 3.03% 2.80% #7 3
Prev: #10
3.7
4,341 20.1%
P
S
25,928 $5,887,221 2015 Q4 13F Filing 2026-06-30 2026-07-27
VGIT
VANGUARD
ETF 2.88% 3.57% #8 2
Prev: #6
1.7
-2,487 -2.5%
P
S
95,094 $5,608,643 2022 Q4 13F Filing 2026-06-30 2026-07-27
AAPL
APPLE INC
Technology 2.84% 2.81% #9
Prev: #9
3.1
1,032 5.7%
P
S
19,067 $5,517,228 2015 Q4 13F Filing 2026-06-30 2026-07-27
IJR
ISHARES
ETF 2.66% 2.70% #10 1
Prev: #11
1.6
-398 -1.1%
P
S
34,931 $5,180,619 2015 Q4 13F Filing 2026-06-30 2026-07-27
SHY
ISHARES
ETF 2.62% 2.11% #11 4
Prev: #15
3.5
20,428 49.1%
P
S
62,034 $5,093,611 2015 Q4 13F Filing 2026-06-30 2026-07-27
IGIB
ISHARES
ETF 2.44% 2.52% #12
Prev: #12
3.0
12,096 15.7%
P
S
89,259 $4,745,905 2018 Q4 13F Filing 2026-06-30 2026-07-27
ISTB
ISHARES
ETF 2.20% 2.24% #13
Prev: #13
2.9
13,061 17.3%
P
S
88,527 $4,271,443 2021 Q1 13F Filing 2026-06-30 2026-07-27
CVX
CHEVRON CORPORA...
Energy 2.04% 3.00% #14 6
Prev: #8
1.3
294 1.2%
P
S
23,937 $3,967,798 2015 Q4 13F Filing 2026-06-30 2026-07-27
VEA
VANGUARD
ETF 2.02% 1.80% #15 1
Prev: #16
3.3
9,513 20.8%
P
S
55,221 $3,934,508 2015 Q4 13F Filing 2026-06-30 2026-07-27
JPM
JP MORGAN CHASE...
Financial Services 2.00% 2.12% #16 2
Prev: #14
1.3
164 1.4%
P
S
11,909 $3,898,173 2015 Q4 13F Filing 2026-06-30 2026-07-27
DFIV
DIMENSIONAL
Unknown 1.56% 1.38% #17 2
Prev: #19
3.1
13,716 32.3%
P
S
56,160 $3,033,765 2025 Q1 13F Filing 2026-06-30 2026-07-27
MU
MICRON TECHNOLO...
Technology 1.45% 0.51% #18 25
Prev: #43
1.6
no change no change
P
S
2,437 $2,813,005 2025 Q2 13F Filing 2026-06-30 2026-07-27
DIVB
ISHARES
ETF 1.34% 1.05% #19 6
Prev: #25
3.0
10,690 33.8%
P
S
42,360 $2,609,379 2025 Q2 13F Filing 2026-06-30 2026-07-27
NVDA
NVIDIA CORPORAT...
Technology 1.33% 1.22% #20 1
Prev: #21
2.5
1,604 14.1%
P
S
12,970 $2,595,168 2020 Q3 13F Filing 2026-06-30 2026-07-27
PYLD
PIMCO
Unknown 1.28% 1.19% #21 1
Prev: #22
3.0
20,051 27.1%
P
S
94,036 $2,493,836 2025 Q4 13F Filing 2026-06-30 2026-07-27
MSFT
MICROSOFT CORP
Technology 1.18% 1.27% #22 2
Prev: #20
2.5
562 10.0%
P
S
6,160 $2,297,804 2015 Q4 13F Filing 2026-06-30 2026-07-27
AMZN
AMAZON COM INC
Consumer Cyclical 1.12% 1.05% #23 3
Prev: #26
2.4
952 11.6%
P
S
9,137 $2,177,714 2017 Q1 13F Filing 2026-06-30 2026-07-27
IWR
ISHARES
ETF 1.08% 1.14% #24 1
Prev: #23
0.9
-181 -0.9%
P
S
18,962 $2,091,887 2015 Q4 13F Filing 2026-06-30 2026-07-27
PG
PROCTER & GAMBL...
Consumer Defensive 1.07% 1.46% #25 7
Prev: #18
0.9
-2,243 -13.7%
P
S
14,187 $2,080,381 2015 Q4 13F Filing 2026-06-30 2026-07-27
XOM
EXXON MOBIL COR...
Energy 1.00% 1.50% #26 9
Prev: #17
0.9
-221 -1.5%
P
S
14,227 $1,945,117 2015 Q4 13F Filing 2026-06-30 2026-07-27
VWO
VANGUARD
ETF 0.99% 0.96% #27
Prev: #27
2.4
3,291 11.4%
P
S
32,116 $1,917,002 2017 Q1 13F Filing 2026-06-30 2026-07-27
META
META PLATFORMS ...
Communication Services 0.95% 1.12% #28 4
Prev: #24
0.9
97 3.0%
P
S
3,287 $1,851,540 2016 Q2 13F Filing 2026-06-30 2026-07-27
FESM
FIDELITY
Unknown 0.92% 0.56% #29 8
Prev: #37
3.4
12,781 52.9%
P
S
36,953 $1,784,465 2026 Q1 13F Filing 2026-06-30 2026-07-27
GLW
CORNING INC
Technology 0.74% 0.49% #30 15
Prev: #45
0.8
-246 -4.2%
P
S
5,604 $1,431,430 2015 Q4 13F Filing 2026-06-30 2026-07-27
IGSB
ISHARES
ETF 0.73% 0.74% #31 3
Prev: #28
2.3
4,250 18.5%
P
S
27,168 $1,423,873 2015 Q4 13F Filing 2026-06-30 2026-07-27
QQQ
INVESCO
ETF 0.73% 0.59% #32 4
Prev: #36
2.3
266 16.0%
P
S
1,927 $1,419,042 2018 Q3 13F Filing 2026-06-30 2026-07-27
GOOGL
ALPHABET INC
Communication Services 0.68% 0.65% #33 2
Prev: #31
0.8
10 0.3%
P
S
3,682 $1,315,838 2020 Q1 13F Filing 2026-06-30 2026-07-27
AMAT
APPLIED MATERIA...
Technology 0.68% 0.39% #34 19
Prev: #53
0.8
-45 -2.4%
P
S
1,818 $1,314,414 2019 Q4 13F Filing 2026-06-30 2026-07-27
ESCA
ESCALADE INC
Consumer Cyclical 0.63% 0.69% #35 5
Prev: #30
1.3
no change no change
P
S
65,316 $1,226,635 2015 Q4 13F Filing 2026-06-30 2026-07-27
LII
LENNOX INTL
Industrials 0.63% 0.61% #36 3
Prev: #33
1.3
no change no change
P
S
2,140 $1,226,113 2015 Q4 13F Filing 2026-06-30 2026-07-27
BAC
BANK OF AMERICA
Financial Services 0.63% 0.63% #37 5
Prev: #32
0.8
307 1.5%
P
S
21,410 $1,219,944 2020 Q2 13F Filing 2026-06-30 2026-07-27
DE
DEERE & CO
Industrials 0.55% 0.60% #38 3
Prev: #35
0.7
-35 -2.0%
P
S
1,687 $1,070,114 2015 Q4 13F Filing 2026-06-30 2026-07-27
PSX
PHILLIPS 66
Energy 0.54% 0.70% #39 10
Prev: #29
0.7
-12 -0.2%
P
S
6,262 $1,058,595 2016 Q2 13F Filing 2026-06-30 2026-07-27
LLY
ELI LILLY & CO
Healthcare 0.54% 0.46% #40 8
Prev: #48
2.2
66 8.2%
P
S
873 $1,047,103 2015 Q4 13F Filing 2026-06-30 2026-07-27
ORCL
ORACLE CORPORAT...
Technology 0.52% 0.60% #41 7
Prev: #34
0.7
230 3.4%
P
S
6,897 $1,010,757 2015 Q4 13F Filing 2026-06-30 2026-07-27
EFA
ISHARES
ETF 0.48% 0.54% #42 3
Prev: #39
0.7
-69 -0.8%
P
S
8,939 $928,583 2015 Q4 13F Filing 2026-06-30 2026-07-27
CSCO
CISCO SYSTEMS
Technology 0.47% 0.38% #43 12
Prev: #55
0.7
-128 -1.6%
P
S
7,860 $923,236 2015 Q4 13F Filing 2026-06-30 2026-07-27
HD
HOME DEPOT INC
Consumer Cyclical 0.46% 0.53% #44 4
Prev: #40
0.7
-40 -1.5%
P
S
2,564 $904,271 2015 Q4 13F Filing 2026-06-30 2026-07-27
MRK
MERCK & CO
Healthcare 0.46% 0.51% #45 1
Prev: #44
0.7
89 1.3%
P
S
6,930 $890,507 2015 Q4 13F Filing 2026-06-30 2026-07-27
VGT
VANGUARD
ETF 0.45% 0.39% #46 6
Prev: #52
3.2
6,450 699.6%
P
S
7,372 $881,103 2017 Q1 13F Filing 2026-06-30 2026-07-27
MS
MORGAN STANLEY
Financial Services 0.45% 0.45% #47 3
Prev: #50
0.7
-244 -5.5%
P
S
4,189 $875,668 2015 Q4 13F Filing 2026-06-30 2026-07-27
CSX
CSX CORP
Industrials 0.45% 0.46% #48 2
Prev: #46
0.7
-125 -0.7%
P
S
18,267 $868,231 2015 Q4 13F Filing 2026-06-30 2026-07-27
SDY
STATE STREET SP...
Unknown 0.44% 0.51% #49 7
Prev: #42
0.7
-61 -1.1%
P
S
5,677 $863,927 2015 Q4 13F Filing 2026-06-30 2026-07-27
IEFA
ISHARES
ETF 0.44% 0.52% #50 9
Prev: #41
0.7
-377 -4.1%
P
S
8,914 $860,913 2016 Q1 13F Filing 2026-06-30 2026-07-27
Showing 1-50 of 109 holdings

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