PEOPLES BANK /OH
CIK: 0000934866SEC EDGAR →
Portfolio Value
$161.2M
Holdings
97
As of
Q4 2025
New Positions
97
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES | 24,146 | $16.5M | 10.26% |
| 2 | PEOPLES BANCORP INC | 436,575 | $13.1M | 8.13% |
| 3 | ISHARES | 87,282 | $10.8M | 6.67% |
| 4 | ISHARES | 127,671 | $8.4M | 5.23% |
| 5 | SPDR | 10,320 | $7.0M | 4.37% |
| 6 | VANGUARD | 97,620 | $5.8M | 3.63% |
| 7 | APPLE INC | 18,959 | $5.2M | 3.20% |
| 8 | ISHARES | 12,838 | $4.8M | 2.97% |
| 9 | ISHARES | 22,137 | $4.7M | 2.91% |
| 10 | ISHARES | 37,485 | $4.5M | 2.79% |
Quarterly Changes
New Positions (97)
$16.5M · 24K shares
$13.1M · 437K shares
$10.8M · 87K shares
$8.4M · 128K shares
$7.0M · 10K shares
$5.8M · 98K shares
$5.2M · 19K shares
$4.8M · 13K shares
$4.7M · 22K shares
$4.5M · 37K shares
$4.2M · 77K shares
$4.0M · 12K shares
$3.6M · 75K shares
$3.6M · 24K shares
$3.4M · 54K shares
$3.4M · 41K shares
$2.9M · 6K shares
$2.4M · 17K shares
$2.1M · 3K shares
$2.1M · 11K shares
$1.9M · 8K shares
$1.9M · 71K shares
$1.8M · 19K shares
$1.8M · 15K shares
$1.7M · 35K shares
$1.6M · 31K shares
$1.4M · 7K shares
$1.3M · 4K shares
$1.2M · 23K shares
$1.2M · 21K shares
$1.1M · 12K shares
$1.0M · 2K shares
$1.0M · 8K shares
$919K · 3K shares
$896K · 834 shares
$881K · 65K shares
$878K · 6K shares
$863K · 5K shares
$843K · 2K shares
$811K · 6K shares
$802K · 8K shares
$789K · 915 shares
$780K · 3K shares
$754K · 1K shares
$741K · 7K shares
$737K · 979 shares
$695K · 2K shares
$675K · 2K shares
$671K · 19K shares
$660K · 3K shares
$654K · 3K shares
$652K · 2K shares
$603K · 8K shares
$588K · 2K shares
$565K · 1K shares
$564K · 2K shares
$529K · 4K shares
$522K · 2K shares
$521K · 3K shares
$515K · 6K shares
$478K · 3K shares
$426K · 1K shares
$405K · 1K shares
$396K · 3K shares
$384K · 2K shares
$381K · 22K shares
$371K · 6K shares
$358K · 1K shares
$347K · 2K shares
$334K · 4K shares
$333K · 1K shares
$324K · 760 shares
$300K · 2K shares
$298K · 3K shares
$295K · 2K shares
$273K · 5K shares
$268K · 8K shares
$259K · 3K shares
$255K · 3K shares
$248K · 1K shares
$243K · 893 shares
$243K · 2K shares
$241K · 2K shares
$238K · 2K shares
$234K · 409 shares
$234K · 3K shares
$234K · 711 shares
$229K · 3K shares
$220K · 6K shares
$216K · 2K shares
$213K · 1K shares
$213K · 2K shares
$211K · 1K shares
$211K · 3K shares
$206K · 712 shares
$200K · 7K shares
$180K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $112.0M | 69.5% |
| Technology | 11 | $15.8M | 9.8% |
| Energy | 5 | $6.7M | 4.2% |
| Consumer Cyclical | 8 | $6.1M | 3.8% |
| Consumer Defensive | 7 | $4.6M | 2.8% |
| Healthcare | 9 | $4.2M | 2.6% |
| Industrials | 7 | $4.0M | 2.5% |
| Communication Services | 2 | $3.4M | 2.1% |
| Unknown | 4 | $3.2M | 2.0% |
| Basic Materials | 3 | $870K | 0.5% |
| Utilities | 1 | $255K | 0.2% |