PEOPLES BANK /OH
BankFiling Date
Global Rank
#6,149
/ 8,517
▲ 399
Top Industry
Banks - Regional
22.2%
3Y Alpha vs SPY
+8.1%
Period ended 47 days ago
Filed Jul 27, 2026 · 20d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+116.2%
SPY
+76.6%
Annualised alpha
+8.4%
Max drawdown
−18.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.6%
+0.8 pts
Top 5
43.6%
−0.1 pts
Top 10
57.4%
−1.5 pts
HHI
623
Diversified+19
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 27.8% | $24,216,987 |
| Technology | 24.4% | $21,256,174 |
| Unclassified | 10.3% | $8,974,114 |
| Energy | 8.6% | $7,500,777 |
| Consumer Cyclical | 7.7% | $6,674,095 |
| Industrials | 6.2% | $5,357,103 |
| Consumer Defensive | 4.9% | $4,272,681 |
| Healthcare | 4.8% | $4,216,446 |
| Communication Services | 3.6% | $3,167,370 |
| Basic Materials | 1.3% | $1,120,659 |
| Utilities | 0.4% | $318,166 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| TJX | Tjx Companies Inc /De/ | +378 | 1,706 | $258,459 | |
| RTX | RTX Corp | +377 | 2,198 | $417,025 | |
| KR | Kroger Co | +338 | 6,063 | $336,678 | |
| BAC | Bank Of America Corp /De/ | +307 | 21,410 | $1,219,941 | |
| CVX | Chevron Corp | +294 | 23,937 | $3,967,797 | |
| V | Visa Inc. | +268 | 1,328 | $455,623 | |
| QQQ | Invesco Qqq Trust, Series 1 | +266 | 1,927 | $1,419,042 | |
| ORCL | Oracle Corp | +230 | 6,897 | $1,010,755 | |
| JPM | Jpmorgan Chase & Co | +164 | 11,909 | $3,898,172 | |
| LIN | Linde PLC | +150 | 886 | $459,780 | |
| SPY | Spdr S&P 500 ETF Trust | +144 | 10,117 | $7,555,072 | |
| LOW | Lowes Companies Inc | +140 | 2,778 | $612,521 | |
| META | Meta Platforms, Inc. | +97 | 3,287 | $1,851,534 | |
| MRK | Merck & Co., Inc. | +89 | 6,930 | $890,504 | |
| LLY | ELI LILLY & Co | +66 | 873 | $1,047,102 | |
| MCD | Mcdonalds Corp | +65 | 2,474 | $668,746 | |
| SHW | Sherwin Williams Co | +53 | 1,081 | $372,209 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE Co | −2,243 | 14,187 | $2,080,381 | |
| CTAS | Cintas Corp | −316 | 2,193 | $372,985 | |
| UNP | Union Pacific Corp | −280 | 2,460 | $669,120 | |
| GLW | Corning Inc /Ny | −246 | 5,604 | $1,431,429 | |
| MS | Morgan Stanley | −244 | 4,189 | $875,668 | |
| BMY | Bristol Myers Squibb Co | −225 | 4,344 | $250,300 | |
| ABT | Abbott Laboratories | −221 | 2,854 | $258,971 | |
| XOM | ExxonMobil Holdings Corp | −221 | 14,227 | $1,945,115 | |
| 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 | |
| PEBO | Peoples Bancorp Inc | −55 | 443,563 | $17,037,254 | |
| COST | Costco Wholesale Corp /New | −54 | 847 | $792,343 | |
| PEP | Pepsico Inc | −50 | 1,998 | $270,529 | |
| AMAT | Applied Materials Inc /De | −45 | 1,818 | $1,314,414 | |
| HD | Home Depot, Inc. | −40 | 2,564 | $904,271 | |
| DE | Deere & Co | −35 | 1,687 | $1,070,114 | |
| DHI | Horton D R Inc /De/ | −25 | 3,650 | $594,512 | |
| ABBV | AbbVie Inc. | −17 | 2,289 | $576,003 | |
| PPG | Ppg Industries Inc | −15 | 2,380 | $288,670 | |
| PSX | Phillips 66 | −12 | 6,262 | $1,058,591 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −11 | 1,709 | $816,167 | |
| SYK | Stryker Corp | −10 | 939 | $295,634 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 931 | $403,430 | |
| AMD | Advanced Micro Devices Inc | 637 | $370,039 | |
| UNH | Unitedhealth Group Inc | 799 | $332,088 | |
| TXN | Texas Instruments Inc | 909 | $270,945 | |
| PH | Parker-Hannifin Corp | 260 | $254,311 | |
| PANW | Palo Alto Networks Inc | 629 | $214,501 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
4 positions
67 tracked positions ·
$87,074,572 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 67 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PEBO |
Peoples Bancorp Inc
Financial Services
|
Reduced | 443,563 | $17,037,254 | 19.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,117 | $7,555,072 | 8.68% | |
| AAPL |
Apple Inc.
Technology
|
Added | 19,067 | $5,517,226 | 6.34% | |
| CVX |
Chevron Corp
Energy
|
Added | 23,937 | $3,967,797 | 4.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 11,909 | $3,898,172 | 4.48% | |
| MU |
Micron Technology Inc
Technology
|
Held | 2,437 | $2,813,004 | 3.23% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,970 | $2,595,166 | 2.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,160 | $2,297,802 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,137 | $2,177,712 | 2.50% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 14,187 | $2,080,381 | 2.39% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 14,227 | $1,945,115 | 2.23% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 3,287 | $1,851,534 | 2.13% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 5,604 | $1,431,429 | 1.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,927 | $1,419,042 | 1.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,682 | $1,315,836 | 1.51% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,818 | $1,314,414 | 1.51% | |
| ESCA |
Escalade Inc
Consumer Cyclical
|
Held | 65,316 | $1,226,634 | 1.41% | |
| LII |
Lennox International Inc
Industrials
|
Held | 2,140 | $1,226,113 | 1.41% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 21,410 | $1,219,941 | 1.40% | |
| DE |
Deere & Co
Industrials
|
Reduced | 1,687 | $1,070,114 | 1.23% | |
| PSX |
Phillips 66
Energy
|
Reduced | 6,262 | $1,058,591 | 1.22% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 873 | $1,047,102 | 1.20% | |
| ORCL |
Oracle Corp
Technology
|
Added | 6,897 | $1,010,755 | 1.16% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 7,860 | $923,235 | 1.06% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,564 | $904,271 | 1.04% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 6,930 | $890,504 | 1.02% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 4,189 | $875,668 | 1.01% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 18,267 | $868,230 | 1.00% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,709 | $816,167 | 0.94% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 847 | $792,343 | 0.91% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,893 | $715,080 | 0.82% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 2,460 | $669,120 | 0.77% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 2,474 | $668,746 | 0.77% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 2,778 | $612,521 | 0.70% | |
| DHI |
Horton D R Inc /De/
Consumer Cyclical
|
Reduced | 3,650 | $594,512 | 0.68% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,289 | $576,003 | 0.66% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,228 | $565,844 | 0.65% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,002 | $562,981 | 0.65% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 450 | $479,205 | 0.55% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 886 | $459,780 | 0.53% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,328 | $455,623 | 0.52% | |
| RTX |
RTX Corp
Industrials
|
Added | 2,198 | $417,025 | 0.48% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 931 | $403,430 | 0.46% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 3,526 | $399,354 | 0.46% | |
| CTAS |
Cintas Corp
Industrials
|
Reduced | 2,193 | $372,985 | 0.43% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Added | 1,081 | $372,209 | 0.43% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 637 | $370,039 | 0.42% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 6,063 | $336,678 | 0.39% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 799 | $332,088 | 0.38% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 3,625 | $318,166 | 0.37% |
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.