Peoples Bank
MARIETTA, OHfiles as PEOPLES BANK /OH
$195m in 100 US stocks at the end of 30 June 2026. The top 10 are 49.3% of the money. It changed about 7.0% of the portfolio this quarter.
Value
$195m
Stocks
100
Top 10 share
49.3%
Turnover
7.0%
What changed this quarter
New
Bought for the first time this quarter.
- Lam ResearchLRCX0.2% of the fund
- Advanced Micro DevicesAMD0.2% of the fund
- AlphabetGOOG0.2% of the fund
- UnitedHealth GroupUNH0.2% of the fund
- Texas InstrumentsTXN0.1% of the fund
- Parker-HannifinPH0.1% of the fund
- Morgan Stanley ETF TrustEVSM0.1% of the fund
- Palo Alto NetworksPANW0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV10.3% of the fund+10%
- Ishares TRIVW6.6% of the fund+10%
- Ishares TRIJH5.2% of the fund+6%
- Ishares TRIVE3.0% of the fund+20%
- AppleAAPL2.8% of the fund+6%
- Ishares TRSHY2.6% of the fund+49%
- Ishares TRIGIB2.4% of the fund+16%
- Ishares TRISTB2.2% of the fund+17%
- Vanguard Tax-Managed FDSVEA2.0% of the fund+21%
- Dimensional ETF TrustDFIV1.6% of the fund+32%
- Ishares TRDIVB1.3% of the fund+34%
- NvidiaNVDA1.3% of the fund+14%
- Pimco ETF TRPYLD1.3% of the fund+27%
- MicrosoftMSFT1.2% of the fund+10%
- Amazon.comAMZN1.1% of the fund+12%
- Vanguard Intl Equity Index FVWO1.0% of the fund+11%
- Meta PlatformsMETA1.0% of the fund+3%
- Fidelity Covington TrustFESM0.9% of the fund+53%
- Ishares TRIGSB0.7% of the fund+19%
- Invesco QQQ TRQQQ0.7% of the fund+16%
- Eli LillyLLY0.5% of the fund+8%
- OracleORCL0.5% of the fund+3%
- Vanguard Index FDSVTV0.4% of the fund+5%
- BroadcomAVGO0.4% of the fund+30%
- McDonald'sMCD0.3% of the fund+3%
Cut
Sold some of their stake.
- Vanguard Scottsdale FDSVGIT2.9% of the fund-3%
- Procter & GamblePG1.1% of the fund-14%
- CorningGLW0.7% of the fund-4%
- Applied MaterialsAMAT0.7% of the fund-2%
- DeereDE0.6% of the fund-2%
- Morgan StanleyMS0.5% of the fund-6%
- Ishares TRIEFA0.4% of the fund-4%
- Costco WholesaleCOST0.4% of the fund-6%
- Union PacificUNP0.3% of the fund-10%
- Johnson & JohnsonJNJ0.3% of the fund-3%
- CintasCTAS0.2% of the fund-13%
- PepsiCoPEP0.1% of the fund-2%
- Coca-ColaKO0.1% of the fund-3%
- Abbott LaboratoriesABT0.1% of the fund-7%
- Bristol-Myers SquibbBMY0.1% of the fund-5%
- ConocoPhillipsCOP0.1% of the fund-4%
Sold out
Sold their entire stake.
- Ishares TRAGG-100%
- Pimco ETF TRMINT-100%
- CME GroupCME-100%
- Ishares TRIEI-100%
- Honeywell InternationalHON-100%
- Alps ETF TRSMTH-100%
- Northrop GrummanNOC-100%
- Spdr Series TrustSPYV-100%
- Ishares TRGOVT-100%
Holdings
- Ishares TRIVV
- Share
- 10.3%
- Value
- $20m
- Shares
- 26,649
+10%
- Ishares TRIVW
- Share
- 6.6%
- Value
- $13m
- Shares
- 93,540
+10%
- Ishares TRIJH
- Share
- 5.2%
- Value
- $10m
- Shares
- 131,933
+6%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 3.9%
- Value
- $8m
- Shares
- 10,117
Held
- Ishares TRIWB
- Share
- 3.2%
- Value
- $6m
- Shares
- 15,071
Held
- Ishares TRIVE
- Share
- 3.0%
- Value
- $6m
- Shares
- 25,928
+20%
- Vanguard Scottsdale FDSVGIT
- Share
- 2.9%
- Value
- $6m
- Shares
- 95,094
-3%
- Ishares TRIJR
- Share
- 2.7%
- Value
- $5m
- Shares
- 34,931
Held
- Ishares TRSHY
- Share
- 2.6%
- Value
- $5m
- Shares
- 62,034
+49%
- Ishares TRIGIB
- Share
- 2.4%
- Value
- $5m
- Shares
- 89,259
+16%
- Ishares TRISTB
- Share
- 2.2%
- Value
- $4m
- Shares
- 88,527
+17%
- Vanguard Tax-Managed FDSVEA
- Share
- 2.0%
- Value
- $4m
- Shares
- 55,221
+21%
- Dimensional ETF TrustDFIV
- Share
- 1.6%
- Value
- $3m
- Shares
- 56,160
+32%
- Ishares TRDIVB
- Share
- 1.3%
- Value
- $3m
- Shares
- 42,360
+34%
- Pimco ETF TRPYLD
- Share
- 1.3%
- Value
- $2m
- Shares
- 94,036
+27%
- Ishares TRIWR
- Share
- 1.1%
- Value
- $2m
- Shares
- 18,962
Held
- Vanguard Intl Equity Index FVWO
- Share
- 1.0%
- Value
- $2m
- Shares
- 32,116
+11%
- Fidelity Covington TrustFESM
- Share
- 0.9%
- Value
- $2m
- Shares
- 36,953
+53%
- Ishares TRIGSB
- Share
- 0.7%
- Value
- $1m
- Shares
- 27,168
+19%
- Invesco QQQ TRQQQ
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,927
+16%
- Ishares TREFA
- Share
- 0.5%
- Value
- $928,583
- Shares
- 8,939
Held
- Vanguard World FDVGT
- Share
- 0.5%
- Value
- $881,103
- Shares
- 7,372
Held
- Spdr Series TrustSDY
- Share
- 0.4%
- Value
- $863,927
- Shares
- 5,677
Held
- Ishares TRIEFA
- Share
- 0.4%
- Value
- $860,913
- Shares
- 8,914
-4%
- Vanguard Index FDSVTV
- Share
- 0.4%
- Value
- $860,169
- Shares
- 3,947
+5%
- Ishares TRIWF
- Share
- 0.3%
- Value
- $559,758
- Shares
- 4,508
Held
- Ishares TRIYW
- Share
- 0.2%
- Value
- $485,795
- Shares
- 1,926
Held
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $471,061
- Shares
- 1,273
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 0.2%
- Value
- $436,590
- Shares
- 7,730
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $371,957
- Shares
- 1,238
Held
- Pimco ETF TRSMMU
- Share
- 0.2%
- Value
- $336,634
- Shares
- 6,666
+67%
- Ishares TRMTUM
- Share
- 0.2%
- Value
- $329,460
- Shares
- 961
Held
- Schwab Strategic TRSCHD
- Share
- 0.1%
- Value
- $229,993
- Shares
- 7,253
Held
- Morgan Stanley ETF TrustEVSM
- Share
- 0.1%
- Value
- $216,988
- Shares
- 4,313
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 10.3% | $20m | 26,649 | +10% |
| Peoples BancorpPEBO | 8.8% | $17m | 443,563 | Held |
| Ishares TRIVW | 6.6% | $13m | 93,540 | +10% |
| Ishares TRIJH | 5.2% | $10m | 131,933 | +6% |
| State STR Spdr S&P 500 ETF TSPY | 3.9% | $8m | 10,117 | Held |
| Ishares TRIWB | 3.2% | $6m | 15,071 | Held |
| Ishares TRIVE | 3.0% | $6m | 25,928 | +20% |
| Vanguard Scottsdale FDSVGIT | 2.9% | $6m | 95,094 | -3% |
| AppleAAPL | 2.8% | $6m | 19,067 | +6% |
| Ishares TRIJR | 2.7% | $5m | 34,931 | Held |
| Ishares TRSHY | 2.6% | $5m | 62,034 | +49% |
| Ishares TRIGIB | 2.4% | $5m | 89,259 | +16% |
| Ishares TRISTB | 2.2% | $4m | 88,527 | +17% |
| ChevronCVX | 2.0% | $4m | 23,937 | Held |
| Vanguard Tax-Managed FDSVEA | 2.0% | $4m | 55,221 | +21% |
| JPMorgan ChaseJPM | 2.0% | $4m | 11,909 | Held |
| Dimensional ETF TrustDFIV | 1.6% | $3m | 56,160 | +32% |
| Micron TechnologyMU | 1.4% | $3m | 2,437 | Held |
| Ishares TRDIVB | 1.3% | $3m | 42,360 | +34% |
| NvidiaNVDA | 1.3% | $3m | 12,970 | +14% |
| Pimco ETF TRPYLD | 1.3% | $2m | 94,036 | +27% |
| MicrosoftMSFT | 1.2% | $2m | 6,160 | +10% |
| Amazon.comAMZN | 1.1% | $2m | 9,137 | +12% |
| Ishares TRIWR | 1.1% | $2m | 18,962 | Held |
| Procter & GamblePG | 1.1% | $2m | 14,187 | -14% |
| ExxonMobil HoldingsXOM | 1.0% | $2m | 14,227 | Held |
| Vanguard Intl Equity Index FVWO | 1.0% | $2m | 32,116 | +11% |
| Meta PlatformsMETA | 1.0% | $2m | 3,287 | +3% |
| Fidelity Covington TrustFESM | 0.9% | $2m | 36,953 | +53% |
| CorningGLW | 0.7% | $1m | 5,604 | -4% |
| Ishares TRIGSB | 0.7% | $1m | 27,168 | +19% |
| Invesco QQQ TRQQQ | 0.7% | $1m | 1,927 | +16% |
| AlphabetGOOGL | 0.7% | $1m | 3,682 | Held |
| Applied MaterialsAMAT | 0.7% | $1m | 1,818 | -2% |
| EscaladeESCA | 0.6% | $1m | 65,316 | Held |
| Lennox InternationalLII | 0.6% | $1m | 2,140 | Held |
| Bank of AmericaBAC | 0.6% | $1m | 21,410 | Held |
| DeereDE | 0.6% | $1m | 1,687 | -2% |
| Phillips 66PSX | 0.5% | $1m | 6,262 | Held |
| Eli LillyLLY | 0.5% | $1m | 873 | +8% |
| OracleORCL | 0.5% | $1m | 6,897 | +3% |
| Ishares TREFA | 0.5% | $928,583 | 8,939 | Held |
| Cisco SystemsCSCO | 0.5% | $923,236 | 7,860 | Held |
| Home DepotHD | 0.5% | $904,271 | 2,564 | Held |
| MerckMRK | 0.5% | $890,507 | 6,930 | Held |
| Vanguard World FDVGT | 0.5% | $881,103 | 7,372 | Held |
| Morgan StanleyMS | 0.5% | $875,668 | 4,189 | -6% |
| CSXCSX | 0.4% | $868,231 | 18,267 | Held |
| Spdr Series TrustSDY | 0.4% | $863,927 | 5,677 | Held |
| Ishares TRIEFA | 0.4% | $860,913 | 8,914 | -4% |
| Vanguard Index FDSVTV | 0.4% | $860,169 | 3,947 | +5% |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $816,167 | 1,709 | Held |
| Costco WholesaleCOST | 0.4% | $792,341 | 847 | -6% |
| BroadcomAVGO | 0.4% | $715,083 | 1,893 | +30% |
| Union PacificUNP | 0.3% | $669,120 | 2,460 | -10% |
| McDonald'sMCD | 0.3% | $668,746 | 2,474 | +3% |
| Lowe's CompaniesLOW | 0.3% | $612,523 | 2,778 | +5% |
| Horton D RDHI | 0.3% | $594,512 | 3,650 | Held |
| AbbVieABBV | 0.3% | $576,003 | 2,289 | Held |
| Johnson & JohnsonJNJ | 0.3% | $565,845 | 2,228 | -3% |
| International Business MachinesIBM | 0.3% | $562,982 | 2,002 | Held |
| Ishares TRIWF | 0.3% | $559,758 | 4,508 | Held |
| Ishares TRIYW | 0.2% | $485,795 | 1,926 | Held |
| CaterpillarCAT | 0.2% | $479,205 | 450 | +10% |
| Vanguard Index FDSVTI | 0.2% | $471,061 | 1,273 | Held |
| LindeLIN | 0.2% | $459,780 | 886 | +20% |
| VisaV | 0.2% | $455,623 | 1,328 | +25% |
| J P Morgan Exchange Traded FJEPI | 0.2% | $436,590 | 7,730 | Held |
| RTXRTX | 0.2% | $417,027 | 2,198 | +21% |
| Lam ResearchLRCX | 0.2% | $403,430 | 931 | New |
| WalmartWMT | 0.2% | $399,355 | 3,526 | +69% |
| CintasCTAS | 0.2% | $372,985 | 2,193 | -13% |
| Sherwin-WilliamsSHW | 0.2% | $372,210 | 1,081 | +5% |
| Ishares TRIWM | 0.2% | $371,957 | 1,238 | Held |
| Advanced Micro DevicesAMD | 0.2% | $370,040 | 637 | New |
| AlphabetGOOG | 0.2% | $367,111 | 1,039 | New |
| KrogerKR | 0.2% | $336,679 | 6,063 | +6% |
| Pimco ETF TRSMMU | 0.2% | $336,634 | 6,666 | +67% |
| UnitedHealth GroupUNH | 0.2% | $332,088 | 799 | New |
| Ishares TRMTUM | 0.2% | $329,460 | 961 | Held |
| NextEra EnergyNEE | 0.2% | $318,168 | 3,625 | +14% |
| BPBP | 0.2% | $305,761 | 8,275 | +5% |
| StrykerSYK | 0.2% | $295,634 | 939 | Held |
| PPG IndustriesPPG | 0.1% | $288,671 | 2,380 | Held |
| Texas InstrumentsTXN | 0.1% | $270,945 | 909 | New |
| PepsiCoPEP | 0.1% | $270,530 | 1,998 | -2% |
| Coca-ColaKO | 0.1% | $263,641 | 3,244 | -3% |
| United BanksharesUBSI | 0.1% | $262,835 | 5,735 | Held |
| Abbott LaboratoriesABT | 0.1% | $258,972 | 2,854 | -7% |
| TJX CompaniesTJX | 0.1% | $258,462 | 1,706 | +28% |
| Parker-HannifinPH | 0.1% | $254,312 | 260 | New |
| Bristol-Myers SquibbBMY | 0.1% | $250,301 | 4,344 | -5% |
| Prudential FinancialPRU | 0.1% | $234,100 | 2,169 | Held |
| Travelers CompaniesTRV | 0.1% | $233,395 | 707 | Held |
| Genuine PartsGPC | 0.1% | $231,241 | 1,960 | +2% |
| Schwab Strategic TRSCHD | 0.1% | $229,993 | 7,253 | Held |
| ConocoPhillipsCOP | 0.1% | $223,514 | 2,150 | -4% |
| Morgan Stanley ETF TrustEVSM | 0.1% | $216,988 | 4,313 | New |
| Palo Alto NetworksPANW | 0.1% | $214,502 | 629 | New |
| JBSJBS | <0.1% | $129,758 | 10,950 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.2% since 30 June 2025.
Where the money is
Financial services12.4%
Technology10.9%
Energy3.9%
Retail & consumer3.4%
Industrials2.8%
Everyday goods2.2%
Health care2.2%
Media & telecom1.8%
Materials0.6%
Utilities0.2%
Other59.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.