PEOPLES BANK /OH

Bank

CIK

934866

Location

MARIETTA, OH

Portfolio Value

Micro $72,454,022

Diversification

Diversified

Filing Date

Global Rank

#6,250 / 8,605 ▲ 156 · as of Mar 2026

Top Industry

Banks - Regional 22.8%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.6%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−18.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.1%

+2.1 pts

Top 5

46.9%

+1.8 pts

Top 10

60.7%

−0.2 pts

HHI

669

Diversified+61

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	29.0%	$21,034,318	9
Technology	19.3%	$14,002,366	11
Unclassified	10.3%	$7,444,535	2
Energy	9.2%	$6,700,162	4
Consumer Cyclical	8.2%	$5,973,994	8
Industrials	6.8%	$4,923,782	9
Consumer Defensive	6.5%	$4,714,109	7
Healthcare	4.9%	$3,534,282	7
Communication Services	4.0%	$2,881,014	2
Basic Materials	1.3%	$950,381	3
Utilities	0.4%	$295,079	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
PEBO	Peoples Bancorp Inc	+7,043	443,618	$14,581,723
QQQ	Invesco Qqq Trust, Series 1	+432	1,661	$958,695
PPG	Ppg Industries Inc	+310	2,395	$255,977
BP	Bp PLC	+150	7,867	$369,749
CSCO	Cisco Systems, Inc.	+137	7,988	$619,788
NVDA	Nvidia Corp	+77	11,366	$1,982,229
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JBS	Jbs N.V.	−1,550	10,950	$196,662
AAPL	Apple Inc.	−924	18,035	$4,577,102
WMT	Walmart Inc.	−602	2,084	$258,999
JPM	Jpmorgan Chase & Co	−523	11,745	$3,454,909
BMY	Bristol Myers Squibb Co	−500	4,569	$277,109
MS	Morgan Stanley	−432	4,433	$729,538
AVGO	Broadcom Inc.	−430	1,456	$450,646
AMAT	Applied Materials Inc /De	−428	1,863	$636,754
GOOGL	Alphabet Inc.	−419	3,672	$1,055,920
PG	PROCTER & GAMBLE Co	−372	16,430	$2,373,148
MSFT	Microsoft Corp	−367	5,598	$2,072,211
ORCL	Oracle Corp	−366	6,667	$980,782
SPY	Spdr S&P 500 ETF Trust	−347	9,973	$6,485,840
BAC	Bank Of America Corp /De/	−296	21,103	$1,028,771
IBM	International Business Machines Corp	−290	1,992	$482,840
KR	Kroger Co	−221	5,725	$414,261
JNJ	Johnson & Johnson	−218	2,303	$562,944
MRK	Merck & Co., Inc.	−204	6,841	$822,903
ABBV	AbbVie Inc.	−169	2,306	$501,531
CSX	Csx Corp	−151	18,392	$754,991
MCD	Mcdonalds Corp	−146	2,409	$748,692
AMZN	Amazon Com Inc	−133	8,185	$1,704,689
UNP	Union Pacific Corp	−115	2,740	$664,778
CVX	Chevron Corp	−114	23,643	$4,891,736
V	Visa Inc.	−96	1,060	$320,374
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NOC	Northrop Grumman Corp /De/	317	$216,270
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	711	$234,707
GEHC	GE HealthCare Technologies Inc.	2,797	$229,409
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $72,454,022 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PEBO	Peoples Bancorp Inc Financial Services	Added	443,618	+7,043	$14,581,723	+11.2%	20.13%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,973	-347	$6,485,840	−7.8%	8.95%
CVX	Chevron Corp Energy	Reduced	23,643	-114	$4,891,736	+35.1%	6.75%
AAPL	Apple Inc. Technology	Reduced	18,035	-924	$4,577,102	−11.2%	6.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	11,745	-523	$3,454,909	−12.6%	4.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,430	-372	$2,373,148	−1.4%	3.28%
MSFT	Microsoft Corp Technology	Reduced	5,598	-367	$2,072,211	−28.2%	2.86%
NVDA	Nvidia Corp Technology	Added	11,366	+77	$1,982,229	−5.9%	2.74%
META	Meta Platforms, Inc. Communication Services	Reduced	3,190	-66	$1,825,094	−15.1%	2.52%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,185	-133	$1,704,689	−11.2%	2.35%
PSX	Phillips 66 Energy	Reduced	6,274	-25	$1,142,997	+40.6%	1.58%
ESCA	Escalade Inc Consumer Cyclical	Held	65,316	0	$1,121,475	+27.3%	1.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,672	-419	$1,055,920	−17.5%	1.46%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	21,103	-296	$1,028,771	−12.6%	1.42%
LII	Lennox International Inc Industrials	Held	2,140	0	$993,238	−4.4%	1.37%
ORCL	Oracle Corp Technology	Reduced	6,667	-366	$980,782	−28.5%	1.35%
DE	Deere & Co Industrials	Reduced	1,722	-90	$970,002	+15.0%	1.34%
QQQ	Invesco Qqq Trust, Series 1	Added	1,661	+432	$958,695	+27.0%	1.32%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	901	-14	$897,783	+13.8%	1.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,604	-69	$856,428	−6.9%	1.18%
MU	Micron Technology Inc Technology	Held	2,437	0	$823,316	+18.4%	1.14%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,841	-204	$822,903	+11.0%	1.14%
GLW	Corning Inc /Ny Technology	Reduced	5,850	-40	$795,424	+54.2%	1.10%
CSX	Csx Corp Industrials	Reduced	18,392	-151	$754,991	+12.3%	1.04%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,409	-146	$748,692	−4.1%	1.03%
LLY	ELI LILLY & Co Healthcare	Reduced	807	-27	$742,254	−17.2%	1.02%
MS	Morgan Stanley Financial Services	Reduced	4,433	-432	$729,538	−15.5%	1.01%
UNP	Union Pacific Corp Industrials	Reduced	2,740	-115	$664,778	+0.7%	0.92%
AMAT	Applied Materials Inc /De Technology	Reduced	1,863	-428	$636,754	+8.2%	0.88%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,638	-74	$623,306	−4.7%	0.86%
CSCO	Cisco Systems, Inc. Technology	Added	7,988	+137	$619,788	+2.5%	0.86%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,720	-1	$581,274	+11.1%	0.80%
JNJ	Johnson & Johnson Healthcare	Reduced	2,303	-218	$562,944	+7.9%	0.78%
DHI	Horton D R Inc /De/ Consumer Cyclical	Held	3,675	0	$504,283	−4.7%	0.70%
ABBV	AbbVie Inc. Healthcare	Reduced	2,306	-169	$501,531	−11.3%	0.69%
IBM	International Business Machines Corp Technology	Reduced	1,992	-290	$482,840	−28.6%	0.67%
AVGO	Broadcom Inc. Technology	Reduced	1,456	-430	$450,646	−31.0%	0.62%
CTAS	Cintas Corp Industrials	Reduced	2,509	-36	$424,372	−11.3%	0.59%
KR	Kroger Co Consumer Defensive	Reduced	5,725	-221	$414,261	+11.5%	0.57%
BP	Bp PLC Energy	Added	7,867	+150	$369,749	+38.0%	0.51%
LIN	Linde PLC Basic Materials	Reduced	736	-24	$364,879	+12.6%	0.50%
RTX	RTX Corp Industrials	Reduced	1,821	-78	$351,270	+0.9%	0.48%
SHW	Sherwin Williams Co Basic Materials	Held	1,028	0	$329,525	−1.1%	0.45%
V	Visa Inc. Financial Services	Reduced	1,060	-96	$320,374	−21.0%	0.44%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,048	-45	$318,033	+5.9%	0.44%
ABT	Abbott Laboratories Healthcare	Reduced	3,075	-86	$315,710	−20.3%	0.44%
SYK	Stryker Corp Healthcare	Reduced	949	-70	$311,831	−12.9%	0.43%
COP	Conocophillips Energy	Reduced	2,240	-76	$295,680	+36.4%	0.41%
NEE	Nextera Energy Inc Utilities	Reduced	3,177	-1	$295,079	+15.7%	0.41%
CAT	Caterpillar Inc Industrials	Reduced	408	-1	$289,051	+23.4%	0.40%