PEOPLES BANK /OH
BankRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 65.3%; sector active share 34.5% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
100 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 58.2% | $113,110,951 |
| Financial Services | 13.8% | $26,826,363 |
| Technology | 10.9% | $21,256,174 |
| Energy | 3.9% | $7,500,777 |
| Consumer Cyclical | 3.4% | $6,674,095 |
| Industrials | 2.8% | $5,357,103 |
| Consumer Defensive | 2.2% | $4,272,681 |
| Healthcare | 2.2% | $4,216,446 |
| Communication Services | 1.8% | $3,534,479 |
| Basic Materials | 0.6% | $1,120,659 |
| Utilities | 0.2% | $318,166 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SHY | iShares 1-3 Year Treasury Bond ETF | +20,428 | 62,034 | $5,093,611 | |
| PYLD | +20,051 | 94,036 | $2,493,834 | ||
| DFIV | Dimensional International Value ETF | +13,716 | 56,160 | $3,033,762 | |
| ISTB | iShares Core 1-5 Year USD Bond ETF | +13,061 | 88,527 | $4,271,427 | |
| FESM | Fidelity Enhanced Small Cap Core ETF | +12,781 | 36,953 | $1,784,460 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | +12,096 | 89,259 | $4,745,900 | |
| DIVB | BlackRock, Inc. | +10,690 | 42,360 | $2,609,376 | |
| VEA | Vanguard FTSE Developed Markets ETF | +9,513 | 55,221 | $3,934,496 | |
| IVW | iShares S&P 500 Growth ETF | +8,325 | 93,540 | $12,864,556 | |
| IJH | iShares Core S&P Mid-Cap ETF | +7,021 | 131,933 | $10,173,353 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +6,450 | 7,372 | $881,101 | |
| IVE | iShares S&P 500 Value ETF | +4,341 | 25,928 | $5,887,211 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +4,250 | 27,168 | $1,423,874 | |
| IWF | iShares Russell 1000 Growth ETF | +3,381 | 4,508 | $559,758 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +3,291 | 32,116 | $1,917,003 | |
| SMMU | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund | +2,665 | 6,666 | $336,633 | |
| IVV | iShares Core S&P 500 ETF | +2,371 | 26,649 | $19,957,169 | |
| NVDA | Nvidia Corp | +1,604 | 12,970 | $2,595,166 | |
| WMT | Walmart Inc. | +1,442 | 3,526 | $399,354 | |
| AAPL | Apple Inc. | +1,032 | 19,067 | $5,517,226 | |
| AMZN | Amazon Com Inc | +952 | 9,137 | $2,177,712 | |
| MSFT | Microsoft Corp | +562 | 6,160 | $2,297,802 | |
| NEE | Nextera Energy Inc | +448 | 3,625 | $318,166 | |
| AVGO | Broadcom Inc. | +437 | 1,893 | $715,080 | |
| BP | Bp PLC | +408 | 8,275 | $305,761 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | −2,487 | 95,094 | $5,608,643 | |
| PG | PROCTER & GAMBLE Co | −2,243 | 14,187 | $2,080,381 | |
| IJR | iShares Core S&P Small-Cap ETF | −398 | 34,931 | $5,180,615 | |
| IEFA | iShares Core MSCI EAFE ETF | −377 | 8,914 | $860,913 | |
| CTAS | Cintas Corp | −316 | 2,193 | $372,985 | |
| UNP | Union Pacific Corp | −280 | 2,460 | $669,120 | |
| GLW | Corning Inc | −246 | 5,604 | $1,431,429 | |
| MS | Morgan Stanley | −244 | 4,189 | $875,668 | |
| BMY | Bristol Myers Squibb Co | −225 | 4,344 | $250,300 | |
| XOM | ExxonMobil Holdings Corp | −221 | 14,227 | $1,945,115 | |
| ABT | Abbott Laboratories | −221 | 2,854 | $258,971 | |
| IWB | iShares Russell 1000 ETF | −210 | 15,071 | $6,171,574 | |
| IWR | iShares Russell Mid-Cap ETF | −181 | 18,962 | $2,091,887 | |
| CSCO | Cisco Systems, Inc. | −128 | 7,860 | $923,235 | |
| CSX | Csx Corp | −125 | 18,267 | $868,230 | |
| KO | Coca Cola Co | −112 | 3,244 | $263,639 | |
| COP | Conocophillips | −90 | 2,150 | $223,513 | |
| JNJ | Johnson & Johnson | −75 | 2,228 | $565,844 | |
| EFA | iShares MSCI EAFE ETF | −69 | 8,939 | $928,583 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −61 | 5,677 | $863,925 | |
| PEBO | Peoples Bancorp Inc | −55 | 443,563 | $17,037,254 | |
| COST | Costco Wholesale Corp | −54 | 847 | $792,343 | |
| PEP | Pepsico Inc | −50 | 1,998 | $270,529 | |
| AMAT | Applied Materials Inc | −45 | 1,818 | $1,314,414 | |
| HD | Home Depot, Inc. | −40 | 2,564 | $904,271 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 931 | $403,430 | |
| AMD | Advanced Micro Devices Inc | 637 | $370,039 | |
| GOOG | Alphabet Inc. | 1,039 | $367,109 | |
| UNH | Unitedhealth Group Inc | 799 | $332,088 | |
| TXN | Texas Instruments Inc | 909 | $270,945 | |
| PH | Parker-Hannifin Corp | 260 | $254,311 | |
| EVSM | Eaton Vance Short Duration Municipal Income ETF | 4,313 | $216,987 | |
| PANW | Palo Alto Networks Inc | 629 | $214,501 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | 5,000 | $496,350 | |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 3,433 | $345,256 | |
| CME | Cme Group Inc. | 893 | $263,747 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | 2,175 | $257,955 | |
| HON | Honeywell International Inc | 1,096 | $247,728 | |
| NOC | Northrop Grumman Corp | 317 | $216,270 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | 3,816 | $215,909 | |
| GOVT | iShares U.S. Treasury Bond ETF | 9,000 | $206,190 | |
| SMTH | ALPS | Smith Core Plus Bond ETF | 9,000 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IVV |
iShares Core S&P 500 ETF
|
Added | 26,649 | $19,957,169 | 10.28% | |
| PEBO |
Peoples Bancorp Inc
Financial Services
|
Reduced | 443,563 | $17,037,254 | 8.77% | |
| IVW |
iShares S&P 500 Growth ETF
|
Added | 93,540 | $12,864,556 | 6.62% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 131,933 | $10,173,353 | 5.24% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,117 | $7,555,072 | 3.89% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 15,071 | $6,171,574 | 3.18% | |
| IVE |
iShares S&P 500 Value ETF
|
Added | 25,928 | $5,887,211 | 3.03% | |
| VGIT |
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
|
Reduced | 95,094 | $5,608,643 | 2.89% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,067 | $5,517,226 | 2.84% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 34,931 | $5,180,615 | 2.67% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Added | 62,034 | $5,093,611 | 2.62% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
Added | 89,259 | $4,745,900 | 2.44% | |
| ISTB |
iShares Core 1-5 Year USD Bond ETF
|
Added | 88,527 | $4,271,427 | 2.20% | |
| CVX |
Chevron Corp
Energy
|
Added | 23,937 | $3,967,797 | 2.04% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 55,221 | $3,934,496 | 2.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 11,909 | $3,898,172 | 2.01% | |
| DFIV |
Dimensional International Value ETF
|
Added | 56,160 | $3,033,762 | 1.56% | |
| MU |
Micron Technology Inc
Technology
|
Held | 2,437 | $2,813,004 | 1.45% | |
| DIVB |
BlackRock, Inc.
Financial Services
|
Added | 42,360 | $2,609,376 | 1.34% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,970 | $2,595,166 | 1.34% | |
| PYLD |
|
Added | 94,036 | $2,493,834 | 1.28% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,160 | $2,297,802 | 1.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,137 | $2,177,712 | 1.12% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Reduced | 18,962 | $2,091,887 | 1.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 14,187 | $2,080,381 | 1.07% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 14,227 | $1,945,115 | 1.00% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 32,116 | $1,917,003 | 0.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,287 | $1,851,534 | 0.95% | |
| FESM |
Fidelity Enhanced Small Cap Core ETF
|
Added | 36,953 | $1,784,460 | 0.92% | |
| GLW |
Corning Inc
Technology
|
Reduced | 5,604 | $1,431,429 | 0.74% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Added | 27,168 | $1,423,874 | 0.73% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,927 | $1,419,042 | 0.73% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,682 | $1,315,836 | 0.68% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 1,818 | $1,314,414 | 0.68% | |
| ESCA |
Escalade Inc
Consumer Cyclical
|
Held | 65,316 | $1,226,634 | 0.63% | |
| LII |
Lennox International Inc
Industrials
|
Held | 2,140 | $1,226,113 | 0.63% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 21,410 | $1,219,941 | 0.63% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,687 | $1,070,114 | 0.55% | |
| PSX |
Phillips 66
Energy
|
Reduced | 6,262 | $1,058,591 | 0.55% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 873 | $1,047,102 | 0.54% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,897 | $1,010,755 | 0.52% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 8,939 | $928,583 | 0.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 7,860 | $923,235 | 0.48% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,564 | $904,271 | 0.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 6,930 | $890,504 | 0.46% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 7,372 | $881,101 | 0.45% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 4,189 | $875,668 | 0.45% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 18,267 | $868,230 | 0.45% | |
| SDY |
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
Reduced | 5,677 | $863,925 | 0.44% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 8,914 | $860,913 | 0.44% |
Showing the top 50 of 100 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.