PEOPLES BANK /OH

Bank

CIK

934866

Location

MARIETTA, OH

Portfolio Value

Micro $295,079

Diversification

Diversified

Filing Date

Global Rank

#6,239 / 8,586 ▲ 161

Top Industry

Banks - Regional 22.0%

3Y Alpha vs SPY

-3.8%

Period ended 3 months ago

Filed Apr 24, 2026 · 53d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+62.1%

SPY

+78.1%

Annualised alpha

-3.8%

Max drawdown

−17.9%

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

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

Top Position

19.5%

+1.9 pts

Top 5

45.4%

+1.4 pts

Top 10

59.7%

+0.3 pts

HHI

637

Diversified+51

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	28.1%	$21,034,318	9
Technology	18.7%	$14,002,366	11
Energy	12.2%	$9,151,409	5
Unclassified	9.9%	$7,444,535	2
Consumer Cyclical	8.0%	$5,973,994	8
Industrials	6.6%	$4,911,700	9
Consumer Defensive	6.3%	$4,714,109	7
Healthcare	4.7%	$3,534,282	7
Communication Services	3.8%	$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
XOM	Exxon Mobil Corp	−545	14,448	$2,451,247
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
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

1 positions · $295,079 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NEE	Nextera Energy Inc Utilities	Reduced	3,177	-1	$295,079	+15.7%	100.00%