← All institutions

PEOPLES BANK /OH

CIK 0000934866

Annualised vol
5.156099%
Beta
0.246762
HHI
362.409676
Top-10 weight
48.977688%
VaR 95%
0.475201%
VaR 99%
0.9176%
Max drawdown
8.865599%
Matched value
33.855509%

Returns of reported holdings

Loading returns…

Position changes vs prior quarter

What the latest 13F shows bought and sold against the quarter before, by share count.

TickerChangeShares nowShares beforeShare change %Value now ($)
PEBO REDUCED 443,563 443,618 -0.01% 17,037,249
AAPL ADDED 19,067 18,035 5.72% 5,517,228
CVX ADDED 23,937 23,643 1.24% 3,967,798
MU UNCHANGED 2,437 2,437 0.0% 2,813,005
NVDA ADDED 12,970 11,366 14.11% 2,595,168
MSFT ADDED 6,160 5,598 10.04% 2,297,804
AMZN ADDED 9,137 8,185 11.63% 2,177,714
PG REDUCED 14,187 16,430 -13.65% 2,080,381
META ADDED 3,287 3,190 3.04% 1,851,540
GOOGL ADDED 4,721 3,672 28.57% 1,682,949
IVZ ADDED 1,927 1,661 16.01% 1,419,042
ESCA UNCHANGED 65,316 65,316 0.0% 1,226,635
LII UNCHANGED 2,140 2,140 0.0% 1,226,113
DE REDUCED 1,687 1,722 -2.03% 1,070,114
PSX REDUCED 6,262 6,274 -0.19% 1,058,595
LLY ADDED 873 807 8.18% 1,047,103
ORCL ADDED 6,897 6,667 3.45% 1,010,757
CSCO REDUCED 7,860 7,988 -1.6% 923,236
HD REDUCED 2,564 2,604 -1.54% 904,271
MRK ADDED 6,930 6,841 1.3% 890,507
MS REDUCED 4,189 4,433 -5.5% 875,668
CSX REDUCED 18,267 18,392 -0.68% 868,231
COST REDUCED 847 901 -5.99% 792,341
AVGO ADDED 1,893 1,456 30.01% 715,083
UNP REDUCED 2,460 2,740 -10.22% 669,120
MCD ADDED 2,474 2,409 2.7% 668,746
LOW ADDED 2,778 2,638 5.31% 612,523
ABBV REDUCED 2,289 2,306 -0.74% 576,003
JNJ REDUCED 2,228 2,303 -3.26% 565,845
CAT ADDED 450 408 10.29% 479,205
LIN ADDED 886 736 20.38% 459,780
V ADDED 1,328 1,060 25.28% 455,623
LRCX NEW 931 - - 403,430
CTAS REDUCED 2,193 2,509 -12.59% 372,985
AMD NEW 637 - - 370,040
KR ADDED 6,063 5,725 5.9% 336,679
UNH NEW 799 - - 332,088
NEE ADDED 3,625 3,177 14.1% 318,168
SYK REDUCED 939 949 -1.05% 295,634
PPG REDUCED 2,380 2,395 -0.63% 288,671
TXN NEW 909 - - 270,945
PEP REDUCED 1,998 2,048 -2.44% 270,530
KO REDUCED 3,244 3,356 -3.34% 263,641
ABT REDUCED 2,854 3,075 -7.19% 258,972
PH NEW 260 - - 254,312
BMY REDUCED 4,344 4,569 -4.92% 250,301
PRU ADDED 2,169 2,159 0.46% 234,100
GPC ADDED 1,960 1,920 2.08% 231,241
COP REDUCED 2,150 2,240 -4.02% 223,514
PANW NEW 629 - - 214,502
JBS UNCHANGED 10,950 10,950 0.0% 129,758
ALPS CLOSED OUT 0 9,000 -100.0% 0
HON CLOSED OUT 0 1,096 -100.0% 0
CME CLOSED OUT 0 893 -100.0% 0

Holdings (latest quarter)

TickerChangeIssuerClassCUSIPValue ($)Weight %Shares
- ISHARES MUTUAL FUNDS - 464287200 19,626,163 10.09 26207.0
PEBO REDUCED PEOPLES BANCORP INC COMMON STOCK 709789101 17,033,408 8.76 443463.0
- ISHARES MUTUAL FUNDS - 464287309 12,705,710 6.53 92385.0
- ISHARES MUTUAL FUNDS - 464287507 10,173,356 5.23 131933.0
- SPDR MUTUAL FUNDS - 78462F103 7,555,073 3.88 10117.0
- ISHARES MUTUAL FUNDS - 464287622 6,171,576 3.17 15071.0
- ISHARES MUTUAL FUNDS - 464287408 5,832,727 3.0 25688.0
- VANGUARD MUTUAL FUNDS - 92206C706 5,572,016 2.86 94473.0
AAPL ADDED APPLE INC COMMON STOCK 037833100 5,439,101 2.8 18797.0
- ISHARES MUTUAL FUNDS - 464287804 5,161,042 2.65 34799.0
- ISHARES MUTUAL FUNDS - 464287457 5,071,852 2.61 61769.0
- ISHARES MUTUAL FUNDS - 464288638 4,720,649 2.43 88784.0
- ISHARES MUTUAL FUNDS - 46432F859 4,248,476 2.18 88051.0
CVX ADDED CHEVRON CORPORATION COMMON STOCK 166764100 3,942,934 2.03 23787.0
- VANGUARD MUTUAL FUNDS - 921943858 3,934,508 2.02 55221.0
- JP MORGAN CHASE & CO COMMON STOCK 46625H100 3,873,623 1.99 11834.0
- DIMENSIONAL MUTUAL FUNDS - 25434V807 2,966,564 1.53 54916.0
MU UNCHANGED MICRON TECHNOLOGY COMMON STOCK 595112103 2,813,005 1.45 2437.0
- ISHARES MUTUAL FUNDS - 46435U861 2,609,379 1.34 42360.0
NVDA ADDED NVIDIA CORPORATION COMMON STOCK 67066G104 2,582,762 1.33 12908.0
- PIMCO MUTUAL FUNDS - 72201R585 2,481,080 1.28 93555.0
MSFT ADDED MICROSOFT CORP COMMON STOCK 594918104 2,290,344 1.18 6140.0
AMZN ADDED AMAZON COM INC COMMON STOCK 023135106 2,177,714 1.12 9137.0
PG REDUCED PROCTER & GAMBLE CO COMMON STOCK 742718109 2,037,855 1.05 13897.0
- ISHARES MUTUAL FUNDS - 464287499 2,016,538 1.04 18279.0
- VANGUARD MUTUAL FUNDS - 922042858 1,899,214 0.98 31818.0
- EXXON MOBIL CORPORATION COMMON STOCK 30231G102 1,897,265 0.98 13877.0
META ADDED META PLATFORMS INC COMMON STOCK 30303M102 1,851,540 0.95 3287.0
- FIDELITY MUTUAL FUNDS - 31609A206 1,784,465 0.92 36953.0
IVZ ADDED INVESCO MUTUAL FUNDS - 46090E103 1,419,042 0.73 1927.0
- ISHARES MUTUAL FUNDS - 464288646 1,416,221 0.73 27022.0
- CORNING INC COMMON STOCK 219350105 1,393,115 0.72 5454.0
GOOGL ADDED ALPHABET INC COMMON STOCK 02079K305 1,315,838 0.68 3682.0
ESCA UNCHANGED ESCALADE INC COMMON STOCK 296056104 1,226,635 0.63 65316.0
LII UNCHANGED LENNOX INTL COMMON STOCK 526107107 1,226,113 0.63 2140.0
- BANK OF AMERICA COMMON STOCK 060505104 1,219,944 0.63 21410.0
- APPLIED MATERIALS DELAWARE COMMON STOCK 038222105 1,177,044 0.61 1628.0
DE REDUCED DEERE & CO COMMON STOCK 244199105 1,070,114 0.55 1687.0
LLY ADDED ELI LILLY & CO COMMON STOCK 532457108 1,047,103 0.54 873.0
PSX REDUCED PHILLIPS 66 COMMON STOCK 718546104 1,041,690 0.54 6162.0
ORCL ADDED ORACLE CORPORATION COMMON STOCK 68389X105 1,010,757 0.52 6897.0
- ISHARES MUTUAL FUNDS - 464287465 928,583 0.48 8939.0
HD REDUCED HOME DEPOT INC COMMON STOCK 437076102 886,637 0.46 2514.0
- VANGUARD MUTUAL FUNDS - 92204A702 881,103 0.45 7372.0
CSCO REDUCED CISCO SYSTEMS COMMON STOCK 17275R102 876,252 0.45 7460.0
MS REDUCED MORGAN STANLEY COMMON STOCK 617446448 875,668 0.45 4189.0
- VANGUARD MUTUAL FUNDS - 922908744 860,169 0.44 3947.0
MRK ADDED MERCK & CO COMMON STOCK 58933Y105 843,604 0.43 6565.0
CSX REDUCED CSX CORP COMMON STOCK 126408103 839,713 0.43 17667.0
- TAIWAN SEMICONDUCT MANU CORP COMMON STOCK 874039100 816,167 0.42 1709.0
- STATE STREET SPDR MUTUAL FUNDS - 78464A763 796,511 0.41 5234.0
- ISHARES MUTUAL FUNDS - 46432F842 794,080 0.41 8222.0
COST REDUCED COSTCO WHOLESALE CORP COMMON STOCK 22160K105 792,341 0.41 847.0
AVGO ADDED BROADCOM INC COMMON STOCK 11135F101 715,083 0.37 1893.0
UNP REDUCED UNION PACIFIC CORP COMMON STOCK 907818108 669,120 0.34 2460.0
MCD ADDED MCDONALDS COMMON STOCK 580135101 651,176 0.33 2409.0
LOW ADDED LOWES COMPANY COMMON STOCK 548661107 612,523 0.31 2778.0
- D R HORTON INC COMMON STOCK 23331A109 594,512 0.31 3650.0
- ISHARES MUTUAL FUNDS - 464287614 559,758 0.29 4508.0
ABBV REDUCED ABBVIE INC COMMON STOCK 00287Y109 555,872 0.29 2209.0
JNJ REDUCED JOHNSON & JOHNSON COMMON STOCK 478160104 494,733 0.25 1948.0
- IBM COMMON STOCK 459200101 484,243 0.25 1722.0
CAT ADDED CATERPILLAR INC COMMON STOCK 149123101 479,205 0.25 450.0
- VANGUARD MUTUAL FUNDS - 922908769 471,061 0.24 1273.0
LIN ADDED LINDE PLC FOREIGN STOCK G54950103 459,780 0.24 886.0
V ADDED VISA INC COMMON STOCK 92826C839 455,623 0.23 1328.0
- JP MORGAN MUTUAL FUNDS - 46641Q332 436,590 0.22 7730.0
LRCX NEW LAM RESEARCH COMMON STOCK 512807306 403,430 0.21 931.0
- RAYTHEON TECHNOLOGIES CORP COMMON STOCK 75513E101 399,951 0.21 2108.0
- WAL MART STORES INC COMMON STOCK 931142103 399,355 0.21 3526.0
- ISHARES MUTUAL FUNDS - 464287721 391,965 0.2 1554.0
CTAS REDUCED CINTAS CORPORATION COMMON STOCK 172908105 372,985 0.19 2193.0
- SHERWIN WILLIAMS CO. COMMON COMMON STOCK 824348106 372,210 0.19 1081.0
- ISHARES MUTUAL FUNDS - 464287655 371,957 0.19 1238.0
AMD NEW ADVANCED MICRO DEVICES COMMON STOCK 007903107 370,040 0.19 637.0
GOOGL ADDED ALPHABET INC COMMON STOCK 02079K107 367,111 0.19 1039.0
KR ADDED KROGER CO COMMON STOCK 501044101 336,679 0.17 6063.0
- PIMCO MUTUAL FUNDS - 72201R874 336,634 0.17 6666.0
- ISHARES MUTUAL FUNDS - 464287200 331,009 0.17 442.0
- ISHARES MUTUAL FUNDS - 46432F396 329,460 0.17 961.0
NEE ADDED NEXTERA ENERGY INC COMMON STOCK 65339F101 318,168 0.16 3625.0
UNH NEW UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 315,463 0.16 759.0
- BP AMOCO PLC SPONS ADR COMMON STOCK 055622104 305,761 0.16 8275.0
SYK REDUCED STRYKER COMMON STOCK 863667101 295,634 0.15 939.0
PPG REDUCED PPG INDUSTRIES INC COMMON STOCK 693506107 288,671 0.15 2380.0
- UNITED BANKSHARES INC COMMON STOCK 909907107 262,835 0.14 5735.0
ABT REDUCED ABBOTT LABORATORIES COMMON STOCK 002824100 258,972 0.13 2854.0
- TJX COS INC COMMON STOCK 872540109 258,462 0.13 1706.0
PEP REDUCED PEPSICO INC COMMON STOCK 713448108 256,990 0.13 1898.0
PH NEW PARKER HANNIFIN CORP COMMON STOCK 701094104 254,312 0.13 260.0
TXN NEW TEXAS INSTRUMENTS INC COMMON STOCK 882508104 241,138 0.12 809.0
KO REDUCED COCA COLA COMMON STOCK 191216100 239,260 0.12 2944.0
- TRAVELERS COS INC COMMON STOCK 89417E109 233,395 0.12 707.0
GPC ADDED GENUINE PARTS CO COMMON STOCK 372460105 231,241 0.12 1960.0
- SCHWAB MUTUAL FUNDS - 808524797 229,993 0.12 7253.0
PRU ADDED PRUDENTIAL FINANCIAL INC COMMON STOCK 744320102 223,307 0.11 2069.0
- EATON VANCE MUTUAL FUNDS - 61774R858 216,988 0.11 4313.0
PANW NEW PALO ALTO NETWORKS INC COMMON STOCK 697435105 214,502 0.11 629.0
BMY REDUCED BRISTOL MYERS SQUIBB COMMON STOCK 110122108 211,696 0.11 3674.0
COP REDUCED CONOCOPHILLIPS COMMON STOCK 20825C104 205,841 0.11 1980.0
- ISHARES MUTUAL FUNDS - 464287309 158,847 0.08 1155.0
- APPLIED MATERIALS DELAWARE COMMON STOCK 038222105 137,370 0.07 190.0
JBS UNCHANGED JBS N V COMMON STOCK N4732M103 129,758 0.07 10950.0
- ISHARES MUTUAL FUNDS - 464287721 93,830 0.05 372.0
- IBM COMMON STOCK 459200101 78,739 0.04 280.0
AAPL ADDED APPLE INC COMMON STOCK 037833100 78,127 0.04 270.0
- ISHARES MUTUAL FUNDS - 464287499 75,349 0.04 683.0
JNJ REDUCED JOHNSON & JOHNSON COMMON STOCK 478160104 71,112 0.04 280.0
- STATE STREET SPDR MUTUAL FUNDS - 78464A763 67,416 0.03 443.0
- DIMENSIONAL MUTUAL FUNDS - 25434V807 67,201 0.03 1244.0
- ISHARES MUTUAL FUNDS - 46432F842 66,833 0.03 692.0
- ISHARES MUTUAL FUNDS - 464287408 54,494 0.03 240.0
- EXXON MOBIL CORPORATION COMMON STOCK 30231G102 47,852 0.02 350.0
CSCO REDUCED CISCO SYSTEMS COMMON STOCK 17275R102 46,984 0.02 400.0
MRK ADDED MERCK & CO COMMON STOCK 58933Y105 46,903 0.02 365.0
PG REDUCED PROCTER & GAMBLE CO COMMON STOCK 742718109 42,526 0.02 290.0
BMY REDUCED BRISTOL MYERS SQUIBB COMMON STOCK 110122108 38,605 0.02 670.0
- CORNING INC COMMON STOCK 219350105 38,315 0.02 150.0
- VANGUARD MUTUAL FUNDS - 92206C706 36,627 0.02 621.0
TXN NEW TEXAS INSTRUMENTS INC COMMON STOCK 882508104 29,807 0.02 100.0
CSX REDUCED CSX CORP COMMON STOCK 126408103 28,518 0.01 600.0
- ISHARES MUTUAL FUNDS - 464288638 25,256 0.01 475.0
CVX ADDED CHEVRON CORPORATION COMMON STOCK 166764100 24,864 0.01 150.0
- JP MORGAN CHASE & CO COMMON STOCK 46625H100 24,550 0.01 75.0
KO REDUCED COCA COLA COMMON STOCK 191216100 24,381 0.01 300.0
- ISHARES MUTUAL FUNDS - 46432F859 22,967 0.01 476.0
- ISHARES MUTUAL FUNDS - 464287457 21,759 0.01 265.0
ABBV REDUCED ABBVIE INC COMMON STOCK 00287Y109 20,131 0.01 80.0
- ISHARES MUTUAL FUNDS - 464287804 19,577 0.01 132.0
- VANGUARD MUTUAL FUNDS - 922042858 17,788 0.01 298.0
COP REDUCED CONOCOPHILLIPS COMMON STOCK 20825C104 17,673 0.01 170.0
HD REDUCED HOME DEPOT INC COMMON STOCK 437076102 17,634 0.01 50.0
MCD ADDED MCDONALDS COMMON STOCK 580135101 17,570 0.01 65.0
- RAYTHEON TECHNOLOGIES CORP COMMON STOCK 75513E101 17,076 0.01 90.0
PSX REDUCED PHILLIPS 66 COMMON STOCK 718546104 16,905 0.01 100.0
UNH NEW UNITEDHEALTH GROUP INC COMMON STOCK 91324P102 16,625 0.01 40.0
PEP REDUCED PEPSICO INC COMMON STOCK 713448108 13,540 0.01 100.0
- PIMCO MUTUAL FUNDS - 72201R585 12,756 0.01 481.0
NVDA ADDED NVIDIA CORPORATION COMMON STOCK 67066G104 12,406 0.01 62.0
PRU ADDED PRUDENTIAL FINANCIAL INC COMMON STOCK 744320102 10,793 0.01 100.0
- ISHARES MUTUAL FUNDS - 464288646 7,652 0.0 146.0
MSFT ADDED MICROSOFT CORP COMMON STOCK 594918104 7,460 0.0 20.0
PEBO REDUCED PEOPLES BANCORP INC COMMON STOCK 709789101 3,841 0.0 100.0

Quarterly portfolios

PeriodFiledValue ($)PositionsVol %BetaMax DD %
2026-06-30 2026-07-27 194,517,494 143 5.156099 0.246762 8.865599
2026-03-31 2026-04-24 162,922,195 143 4.916402 0.233438 9.134922
2025-12-31 2026-01-29 161,198,479 143 5.116776 0.248271 9.111969
2025-09-30 2025-10-28 162,744,478 140 5.302865 0.257272 9.252878
2025-03-31 2025-04-30 152,445,838 140 4.867814 0.228013 9.069475
2024-12-31 2025-02-03 169,868,019 143 5.570867 0.267742 9.821369