PEOPLES BANK /OH
Reported holdings as of Q2 2026, from 31 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | $20.0M | 26,649 | +0.53pp | 31q | +9.8%+$1.8M | |
| PEOPLES BANCORP INC | PEBO | $17.0M | 443,563 | -0.19pp | 31q | HELD | |
| ISHARES TR | IVW | $12.9M | 93,540 | +0.70pp | 31q | +9.8%+$1.1M | |
| ISHARES TR | IJH | $10.2M | 131,933 | +0.05pp | 31q | +5.6%+$541.4K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $7.6M | 10,117 | -0.10pp | 31q | +1.4%+$107.5K | |
| ISHARES TR | IWB | $6.2M | 15,071 | -0.17pp | 31q | -1.4%-$86.0K | |
| ISHARES TR | IVE | $5.9M | 25,928 | +0.23pp | 31q | +20.1%+$985.7K | |
| VANGUARD SCOTTSDALE FDS | VGIT | $5.6M | 95,094 | -0.68pp | 15q | -2.5%-$146.7K | |
| APPLE INC | AAPL | $5.5M | 19,067 | +0.03pp | 31q | +5.7%+$298.6K | |
| ISHARES TR | IJR | $5.2M | 34,931 | -0.03pp | 31q | -1.1%-$59.0K | |
| ISHARES TR | SHY | $5.1M | 62,034 | +0.51pp | 31q | +49.1%+$1.7M | |
| ISHARES TR | IGIB | $4.7M | 89,259 | -0.08pp | 15q | +15.7%+$643.1K | |
| ISHARES TR | ISTB | $4.3M | 88,527 | -0.05pp | 15q | +17.3%+$630.2K | |
| CHEVRON CORPORATION | CVX | $4.0M | 23,937 | -0.96pp | 31q | +1.2%+$48.7K | |
| VANGUARD TAX-MANAGED FDS | VEA | $3.9M | 55,221 | +0.22pp | 31q | +20.8%+$677.8K | |
| JPMORGAN CHASE & CO | JPM | $3.9M | 11,909 | -0.12pp | 31q | +1.4%+$53.7K | |
| DIMENSIONAL ETF TRUST | DFIV | $3.0M | 56,160 | +0.18pp | 6q | +32.3%+$740.9K | |
| MICRON TECHNOLOGY INC | MU | $2.8M | 2,437 | +0.94pp | 5q | HELD | |
| ISHARES TR | DIVB | $2.6M | 42,360 | +0.29pp | 5q | +33.8%+$658.5K | |
| NVIDIA CORPORATION | NVDA | $2.6M | 12,970 | +0.12pp | 24q | +14.1%+$320.9K | |
| PIMCO ETF TR | PYLD | $2.5M | 94,036 | +0.09pp | 3q | +27.1%+$531.8K | |
| MICROSOFT CORP | MSFT | $2.3M | 6,160 | -0.09pp | 31q | +10.0%+$209.6K | |
| AMAZON COM INC | AMZN | $2.2M | 9,137 | +0.07pp | 31q | +11.6%+$226.9K | |
| ISHARES TR | IWR | $2.1M | 18,962 | -0.07pp | 31q | -0.9%-$20.0K | |
| PROCTER & GAMBLE CO | PG | $2.1M | 14,187 | -0.39pp | 31q | -13.7%-$328.9K | |
| EXXON MOBIL CORP | XOMXXXX | $1.9M | 14,227 | -0.50pp | 31q | -1.5%-$30.2K | |
| VANGUARD INTL EQUITY INDEX F | VWO | $1.9M | 32,116 | +0.03pp | 2q | +11.4%+$196.4K | |
| META PLATFORMS INC | META | $1.9M | 3,287 | -0.17pp | 31q | +3.0%+$54.6K | |
| FIDELITY COVINGTON TRUST | FESM | $1.8M | 36,953 | +0.35pp | 2q | +52.9%+$617.2K | |
| CORNING INC | GLW | $1.4M | 5,604 | +0.25pp | 10q | -4.2%-$62.8K | |
| ISHARES TR | IGSB | $1.4M | 27,168 | -0.01pp | 15q | +18.5%+$222.7K | |
| INVESCO QQQ TR | QQQ | $1.4M | 1,927 | +0.14pp | 14q | +16.0%+$195.9K | |
| ALPHABET INC | GOOGL | $1.3M | 3,682 | +0.03pp | 26q | HELD | |
| APPLIED MATLS INC | AMAT | $1.3M | 1,818 | +0.28pp | 25q | -2.4%-$32.5K | |
| ESCALADE INC | ESCA | $1.2M | 65,316 | -0.06pp | 31q | HELD | |
| LENNOX INTL INC | LII | $1.2M | 2,140 | +0.02pp | 31q | HELD | |
| BANK OF AMER CORP | BAC | $1.2M | 21,410 | flat | 25q | +1.5%+$17.5K | |
| DEERE & CO | DE | $1.1M | 1,687 | -0.05pp | 31q | -2.0%-$22.2K | |
| PHILLIPS 66 | PSX | $1.1M | 6,262 | -0.16pp | 31q | HELD | |
| ELI LILLY & CO | LLY | $1.0M | 873 | +0.08pp | 31q | +8.2%+$79.2K | |
| ORACLE CORP | ORCL | $1.0M | 6,897 | -0.08pp | 31q | +3.4%+$33.7K | |
| ISHARES TR | EFA | $928.6K | 8,939 | -0.06pp | 31q | -0.8%-$7.2K | |
| CISCO SYS INC | CSCO | $923.2K | 7,860 | +0.09pp | 31q | -1.6%-$15.0K | |
| HOME DEPOT INC | HD | $904.3K | 2,564 | -0.06pp | 31q | -1.5%-$14.1K | |
| MERCK & CO INC | MRK | $890.5K | 6,930 | -0.05pp | 31q | +1.3%+$11.4K | |
| VANGUARD WORLD FD | VGT | $881.1K | 7,372 | +0.06pp | 31q | +699.6%+$770.9K | |
| MORGAN STANLEY | MS | $875.7K | 4,189 | flat | 25q | -5.5%-$51.0K | |
| CSX CORP | CSX | $868.2K | 18,267 | -0.02pp | 31q | -0.7%-$5.9K | |
| SPDR SERIES TRUST | SDY | $863.9K | 5,677 | -0.07pp | 31q | -1.1%-$9.3K | |
| ISHARES TR | IEFA | $860.9K | 8,914 | -0.07pp | 31q | -4.1%-$36.4K | |
| VANGUARD INDEX FDS | VTV | $860.2K | 3,947 | -0.01pp | 10q | +4.7%+$38.8K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $816.2K | 1,709 | +0.06pp | 5q | -0.6%-$5.3K | |
| COSTCO WHOLESALE CORPORATION | COST | $792.3K | 847 | -0.14pp | 31q | -6.0%-$50.5K | |
| BROADCOM INC | AVGO | $715.1K | 1,893 | +0.09pp | 23q | +30.0%+$165.1K | |
| UNION PAC CORP | UNP | $669.1K | 2,460 | -0.06pp | 31q | -10.2%-$76.2K | |
| MCDONALDS CORP | MCD | $668.7K | 2,474 | -0.12pp | 31q | +2.7%+$17.6K | |
| LOWES COS INC | LOW | $612.5K | 2,778 | -0.07pp | 31q | +5.3%+$30.9K | |
| D R HORTON INC | DHI | $594.5K | 3,650 | flat | 25q | -0.7%-$4.1K | |
| ABBVIE INC | ABBV | $576.0K | 2,289 | -0.01pp | 21q | -0.7%-$4.3K | |
| JOHNSON & JOHNSON | JNJ | $565.8K | 2,228 | -0.05pp | 31q | -3.3%-$19.0K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $563.0K | 2,002 | -0.01pp | 23q | +0.5%+$2.8K | |
| ISHARES TR | IWF | $559.8K | 4,508 | -0.01pp | 14q | +300.0%+$419.8K | |
| ISHARES TR | IYW | $485.8K | 1,926 | +0.04pp | 13q | HELD | |
| CATERPILLAR INC | CAT | $479.2K | 450 | +0.07pp | 3q | +10.3%+$44.7K | |
| VANGUARD INDEX FDS | VTI | $471.1K | 1,273 | -0.01pp | 15q | HELD | |
| LINDE PLC | LIN | $459.8K | 886 | +0.01pp | 14q | +20.4%+$77.8K | |
| VISA INC | V | $455.6K | 1,328 | +0.04pp | 30q | +25.3%+$91.9K | |
| J P MORGAN EXCHANGE TRADED F | JEPI | $436.6K | 7,730 | -0.04pp | 2q | HELD | |
| RTX CORPORATION | RTX | $417.0K | 2,198 | flat | 11q | +20.7%+$71.5K | |
| LAM RESEARCH CORP | LRCX | $403.4K | 931 | - | new | NEW | |
| WALMART INC | WMT | $399.4K | 3,526 | +0.05pp | 9q | +69.2%+$163.3K | |
| CINTAS CORP | CTAS | $373.0K | 2,193 | -0.07pp | 23q | -12.6%-$53.7K | |
| SHERWIN WILLIAMS CO | SHW | $372.2K | 1,081 | -0.01pp | 24q | +5.2%+$18.2K | |
| ISHARES TR | IWM | $372.0K | 1,238 | flat | 8q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $370.0K | 637 | - | new | NEW | |
| ALPHABET INC | GOOG | $367.1K | 1,039 | - | new | NEW | |
| KROGER CO | KR | $336.7K | 6,063 | -0.08pp | 28q | +5.9%+$18.8K | |
| PIMCO ETF TR | SMMU | $336.6K | 6,666 | +0.05pp | 2q | +66.6%+$134.6K | |
| UNITEDHEALTH GROUP INC | UNH | $332.1K | 799 | - | new | NEW | |
| ISHARES TR | MTUM | $329.5K | 961 | +0.03pp | 2q | HELD | |
| NEXTERA ENERGY INC | NEE | $318.2K | 3,625 | -0.02pp | 28q | +14.1%+$39.3K | |
| BP PLC | BP | $305.8K | 8,275 | -0.07pp | 18q | +5.2%+$15.1K | |
| STRYKER CORPORATION | SYK | $295.6K | 939 | -0.04pp | 25q | -1.1%-$3.1K | |
| PPG INDS INC | PPG | $288.7K | 2,380 | -0.01pp | 31q | -0.6%-$1.8K | |
| TEXAS INSTRS INC | TXN | $270.9K | 909 | - | new | NEW | |
| PEPSICO INC | PEP | $270.5K | 1,998 | -0.06pp | 31q | -2.4%-$6.8K | |
| COCA COLA CO | KO | $263.6K | 3,244 | -0.02pp | 23q | -3.3%-$9.1K | |
| UNITED BANKSHARES INC WEST V | UBSI | $262.8K | 5,735 | -0.01pp | 11q | HELD | |
| ABBOTT LABORATORIES | ABT | $259.0K | 2,854 | -0.06pp | 31q | -7.2%-$20.1K | |
| TJX COS INC NEW | TJX | $258.5K | 1,706 | flat | 3q | +28.5%+$57.3K | |
| PARKER-HANNIFIN CORP | PH | $254.3K | 260 | - | new | NEW | |
| BRISTOL-MYERS SQUIBB CO | BMY | $250.3K | 4,344 | -0.04pp | 31q | -4.9%-$13.0K | |
| PRUDENTIAL FINL INC | PRU | $234.1K | 2,169 | -0.01pp | 21q | HELD | |
| TRAVELERS COMPANIES INC | TRV | $233.4K | 707 | -0.01pp | 3q | HELD | |
| GENUINE PARTS CO | GPC | $231.2K | 1,960 | -0.01pp | 25q | +2.1%+$4.7K | |
| SCHWAB STRATEGIC TR | SCHD | $230.0K | 7,253 | -0.02pp | 3q | HELD | |
| CONOCOPHILLIPS | COP | $223.5K | 2,150 | -0.07pp | 21q | -4.0%-$9.4K | |
| MORGAN STANLEY ETF TRUST | EVSM | $217.0K | 4,313 | - | new | NEW | |
| PALO ALTO NETWORKS INC | PANW | $214.5K | 629 | - | new | NEW | |
| JBS N.V. | JBS | $129.8K | 10,950 | -0.05pp | 5q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Banks & Lending | $22.4M | 11.5% |
| Funds & ETFs | $9.0M | 4.6% |
| Semiconductors & Electronics | $8.9M | 4.6% |
| Computer Hardware | $7.2M | 3.7% |
| Retail & Consumer | $6.9M | 3.5% |
| Software & IT Services | $6.8M | 3.5% |
| Energy | $5.6M | 2.9% |
| Industrials | $4.7M | 2.4% |
| Biotech & Pharma | $3.6M | 1.8% |
| Other sectors | $10.4M | 5.4% |
| Not classified | $109.0M | 56.0% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $194.5M | 100 | 8 | 46 | 30 | 9 | 49.3% | 27 |
| Q1 2026 | $162.9M | 101 | 11 | 18 | 52 | 7 | 49.3% | 24 |
| Q4 2025 | $161.2M | 97 | 6 | 25 | 31 | 3 | 50.2% | 29 |
| Q3 2025 | $162.7M | 94 | 4 | 11 | 50 | 7 | 49.8% | 28 |
| Q2 2025 | $161.9M | 97 | 6 | 21 | 50 | 3 | 51.6% | 22 |
| Q1 2025 | $152.4M | 94 | 4 | 7 | 67 | 7 | 52.0% | 30 |
| Q4 2024 | $169.9M | 97 | 3 | 15 | 68 | 31 | 51.7% | 34 |
| Q3 2024 | $195.8M | 125 | 3 | 16 | 72 | 12 | 47.6% | 23 |
| Q2 2024 | $192.7M | 134 | 17 | 51 | 40 | 7 | 46.1% | 22 |
| Q1 2024 | $179.5M | 124 | 7 | 31 | 56 | 2 | 47.6% | 33 |
| Q4 2023 | $170.2M | 119 | 17 | 12 | 50 | 4 | 50.0% | 25 |
| Q3 2023 | $153.1M | 106 | 7 | 20 | 58 | 16 | 49.6% | 26 |
| Q2 2023 | $163.4M | 115 | 4 | 18 | 48 | 9 | 49.6% | 28 |
| Q1 2023 | $156.5M | 120 | 10 | 17 | 63 | 12 | 48.5% | 24 |
| Q4 2022 | $155.3M | 122 | 20 | 7 | 73 | 6 | 48.6% | 31 |
| Q3 2022 | $149.3M | 108 | 0 | 20 | 57 | 22 | 50.6% | 45 |
| Q2 2022 | $161.8M | 130 | 4 | 35 | 46 | 19 | 47.8% | 29 |
| Q1 2022 | $199.2M | 145 | 22 | 50 | 49 | 6 | 49.0% | 33 |
| Q4 2021 | $202.8M | 129 | 13 | 25 | 59 | 4 | 48.3% | 27 |
| Q3 2021 | $187.9M | 120 | 5 | 29 | 59 | 5 | 49.6% | 27 |
| Q2 2021 | $190.4M | 120 | 12 | 49 | 41 | 2 | 49.1% | 33 |
| Q1 2021 | $184.3M | 110 | 11 | 46 | 43 | 5 | 51.7% | 19 |
| Q4 2020 | $169.8M | 104 | 10 | 32 | 45 | 0 | 56.2% | 32 |
| Q3 2020 | $147.2M | 94 | 8 | 33 | 38 | 6 | 55.1% | 23 |
| Q2 2020 | $141.7M | 92 | 15 | 38 | 21 | 2 | 55.1% | 27 |
| Q1 2020 | $121.4M | 79 | 2 | 35 | 24 | 18 | 58.9% | 31 |
| Q4 2019 | $162.7M | 95 | 2 | 26 | 49 | 6 | 58.6% | 28 |
| Q3 2019 | $155.5M | 99 | 2 | 18 | 56 | 2 | 58.3% | 18 |
| Q2 2019 | $158.4M | 99 | 4 | 26 | 60 | 3 | 57.9% | 38 |
| Q1 2019 | $158.2M | 98 | 6 | 23 | 57 | 9 | 57.3% | 36 |
| Q4 2018 | $148.7M | 101 | 0 | 0 | 0 | 0 | 56.1% | 57 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.