AI Portfolio Summary
In 2026 Q1, PEOPLES BANK /OH maintained a portfolio of 108 distinct positions. The most significant new addition to the portfolio was VANGUARD, which now represents 0.96% of the total fund value. They heavily accumulated shares in ISHARES, increasing their position by 0.5%. The fund also reduced its exposure to ISHARES by 24.8%.
Total Positions
108
Quarter
2026 Q1
Top Holding
IVV (9.7%)
Top 10 Concentration
49.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 108
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES
|
ETF | 9.73% | 10.26% |
#1
Prev: #1
|
6.4 | 132 | 0.5% |
P
S
|
24,278 | $15,858,630 |
$214.84
+206.7%
|
2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
PEBO
PEOPLES BANCORP...
|
Financial Services | 8.95% | 8.13% |
#2
Prev: #2
|
5.6 | 7,043 | 1.6% |
P
S
|
443,618 | $14,581,735 |
$12.52
+167.2%
|
2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
IVW
ISHARES
|
ETF | 5.92% | 6.67% |
#3
Prev: #3
|
3.9 | -2,067 | -2.4% |
P
S
|
85,215 | $9,638,668 |
$51.34
+123.3%
|
2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | ||
|
IJH
ISHARES
|
ETF | 5.18% | 5.23% |
#4
Prev: #4
|
3.1 | -2,759 | -2.2% |
P
S
|
124,912 | $8,435,307 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SPY
SPDR
|
ETF | 3.98% | 4.37% |
#5
Prev: #5
|
2.6 | -347 | -3.4% |
P
S
|
9,973 | $6,485,844 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VGIT
VANGUARD
|
ETF | 3.57% | 3.63% |
#6
Prev: #6
|
1.9 | -39 | -0.0% |
P
S
|
97,581 | $5,810,954 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IWB
ISHARES
|
ETF | 3.34% | 2.97% |
#7
1
Prev: #8
|
3.3 | 2,443 | 19.0% |
P
S
|
15,281 | $5,448,593 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 3.00% | 2.25% |
#8
6
Prev: #14
|
1.7 | -114 | -0.5% |
P
S
|
23,643 | $4,891,742 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AAPL
APPLE INC
|
Technology | 2.81% | 3.20% |
#9
2
Prev: #7
|
1.6 | -924 | -4.9% |
P
S
|
18,035 | $4,577,106 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IVE
ISHARES
|
ETF | 2.80% | 2.91% |
#10
1
Prev: #9
|
1.6 | -550 | -2.5% |
P
S
|
21,587 | $4,558,098 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IJR
ISHARES
|
ETF | 2.70% | 2.79% |
#11
1
Prev: #10
|
1.6 | -2,156 | -5.8% |
P
S
|
35,329 | $4,391,749 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IGIB
ISHARES
|
ETF | 2.52% | 2.58% |
#12
1
Prev: #11
|
1.5 | 30 | 0.0% |
P
S
|
77,163 | $4,106,617 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ISTB
ISHARES
|
ETF | 2.24% | 2.26% |
#13
Prev: #13
|
1.4 | 895 | 1.2% |
P
S
|
75,466 | $3,657,082 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
JPM
JP MORGAN CHASE...
|
Financial Services | 2.12% | 2.45% |
#14
2
Prev: #12
|
1.3 | -523 | -4.3% |
P
S
|
11,745 | $3,454,907 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SHY
ISHARES
|
ETF | 2.11% | 2.10% |
#15
1
Prev: #16
|
1.3 | 777 | 1.9% |
P
S
|
41,606 | $3,435,406 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VEA
VANGUARD
|
ETF | 1.80% | 2.11% |
#16
1
Prev: #15
|
1.2 | -8,739 | -16.1% |
P
S
|
45,708 | $2,928,972 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.50% | 1.12% |
#17
7
Prev: #24
|
1.1 | -545 | -3.6% |
P
S
|
14,448 | $2,451,248 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.46% | 1.49% |
#18
Prev: #18
|
1.1 | -372 | -2.2% |
P
S
|
16,430 | $2,373,149 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DFIV
DIMENSIONAL
|
Unknown | 1.38% | 1.08% |
#19
6
Prev: #25
|
3.1 | 7,698 | 22.2% |
P
S
|
42,444 | $2,240,194 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.27% | 1.79% |
#20
3
Prev: #17
|
1.0 | -367 | -6.2% |
P
S
|
5,598 | $2,072,214 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.22% | 1.31% |
#21
1
Prev: #20
|
1.0 | 77 | 0.7% |
P
S
|
11,366 | $1,982,230 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PYLD
PIMCO
|
Unknown | 1.19% | 1.17% |
#22
Prev: #22
|
1.0 | 3,019 | 4.3% |
P
S
|
73,985 | $1,938,400 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IWR
ISHARES
|
ETF | 1.14% | 1.13% |
#23
Prev: #23
|
1.0 | 170 | 0.9% |
P
S
|
19,143 | $1,861,272 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.12% | 1.33% |
#24
5
Prev: #19
|
0.9 | -66 | -2.0% |
P
S
|
3,190 | $1,825,098 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DIVB
ISHARES
|
ETF | 1.05% | 1.01% |
#25
1
Prev: #26
|
0.9 | 959 | 3.1% |
P
S
|
31,670 | $1,708,598 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.05% | 1.19% |
#26
5
Prev: #21
|
0.9 | -133 | -1.6% |
P
S
|
8,185 | $1,704,687 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VWO
VANGUARD
|
ETF | 0.96% | — |
#27
Prev: #—
|
3.9 | 28,825 | no change |
NEW
|
28,825 | $1,557,997 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IGSB
ISHARES
|
ETF | 0.74% | 0.75% |
#28
1
Prev: #29
|
0.8 | 199 | 0.9% |
P
S
|
22,918 | $1,204,570 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
PSX
PHILLIPS 66
|
Energy | 0.70% | 0.50% |
#29
11
Prev: #40
|
0.8 | -25 | -0.4% |
P
S
|
6,274 | $1,142,998 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ESCA
ESCALADE INC
|
Consumer Cyclical | 0.69% | 0.55% |
#30
6
Prev: #36
|
1.3 | no change | no change |
P
S
|
65,316 | $1,121,476 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.65% | 0.79% |
#31
3
Prev: #28
|
0.8 | -419 | -10.2% |
P
S
|
3,672 | $1,055,920 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
BAC
BANK OF AMERICA
|
Financial Services | 0.63% | 0.73% |
#32
2
Prev: #30
|
0.8 | -296 | -1.4% |
P
S
|
21,103 | $1,028,774 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LII
LENNOX INTL
|
Industrials | 0.61% | 0.64% |
#33
1
Prev: #32
|
1.2 | no change | no change |
P
S
|
2,140 | $993,238 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
ORCL
ORACLE CORPORAT...
|
Technology | 0.60% | 0.85% |
#34
7
Prev: #27
|
0.7 | -366 | -5.2% |
P
S
|
6,667 | $980,782 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
DE
DEERE & CO
|
Industrials | 0.60% | 0.52% |
#35
4
Prev: #39
|
0.7 | -90 | -5.0% |
P
S
|
1,722 | $970,006 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
QQQ
INVESCO
|
ETF | 0.59% | 0.47% |
#36
8
Prev: #44
|
2.7 | 432 | 35.2% |
P
S
|
1,661 | $958,695 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
FESM
FIDELITY
|
Unknown | 0.56% | — |
#37
Prev: #—
|
3.7 | 24,172 | no change |
NEW
|
24,172 | $918,536 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.55% | 0.49% |
#38
4
Prev: #42
|
0.7 | -14 | -1.5% |
P
S
|
901 | $897,781 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
EFA
ISHARES
|
ETF | 0.54% | 0.50% |
#39
2
Prev: #41
|
2.2 | 647 | 7.7% |
P
S
|
9,008 | $874,948 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.53% | 0.57% |
#40
6
Prev: #34
|
0.7 | -69 | -2.6% |
P
S
|
2,604 | $856,432 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
IEFA
ISHARES
|
ETF | 0.52% | 0.69% |
#41
10
Prev: #31
|
0.2 | -3,066 | -24.8% |
P
S
|
9,291 | $841,115 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
SDY
ST STR SPDR
|
Unknown | 0.51% | 0.55% |
#42
5
Prev: #37
|
0.7 | -576 | -9.1% |
P
S
|
5,738 | $837,404 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.51% | 0.43% |
#43
4
Prev: #47
|
1.2 | no change | no change |
P
S
|
2,437 | $823,316 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MRK
MERCK & CO
|
Healthcare | 0.51% | 0.46% |
#44
1
Prev: #45
|
0.7 | -204 | -2.9% |
P
S
|
6,841 | $822,904 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
GLW
CORNING INC
|
Technology | 0.49% | 0.32% |
#45
15
Prev: #60
|
0.7 | -40 | -0.7% |
P
S
|
5,850 | $795,425 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
CSX
CSX CORP
|
Industrials | 0.46% | 0.42% |
#46
3
Prev: #49
|
0.7 | -151 | -0.8% |
P
S
|
18,392 | $754,993 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MCD
MCDONALDS
|
Consumer Cyclical | 0.46% | 0.48% |
#47
4
Prev: #43
|
0.7 | -146 | -5.7% |
P
S
|
2,409 | $748,693 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.46% | 0.56% |
#48
13
Prev: #35
|
0.7 | -27 | -3.2% |
P
S
|
807 | $742,253 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
VTV
VANGUARD
|
ETF | 0.45% | 0.18% |
#49
26
Prev: #75
|
3.2 | 2,221 | 143.5% |
P
S
|
3,769 | $739,478 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-24 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.45% | 0.54% |
#50
12
Prev: #38
|
0.7 | -432 | -8.9% |
P
S
|
4,433 | $729,540 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-24 |
Showing 1-50 of 108 holdings