Peoples Bank
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Peoples Bank reported 100 stock positions worth $194.5 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.3% of the portfolio, followed by Peoples Bancorp (PEBO, 8.8%) and iShares S&P 500 Growth ETF (IVW, 6.6%). Compared with Q1 2026, it opened 8 new positions, sold out of 9, added to 46 and reduced 35. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +10%) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, OH
- CIK
- 0000934866
- Portfolio Value
- $194.5M (Q2 2026)
- SEC Filing
- 0000934866-26-000007 ↗ filed Jul 27, 2026
Holdings Value
Holdings 100 stocks · $194.5M
| IVV iShares Core S&P 500 ETF | 10.26% | 26,649 | $20.0M | Add +9.8% |
| PEBO Peoples Bancorp Inc. | 8.76% | 443,563 | $17.0M | Reduce -0.0% |
| IVW iShares S&P 500 Growth ETF | 6.61% | 93,540 | $12.9M | Add +9.8% |
| IJH iShares Core S&P Midcap ETF | 5.23% | 131,933 | $10.2M | Add +5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.88% | 10,117 | $7.6M | Add +1.4% |
| IWB iShares Russell 1000 ETF | 3.17% | 15,071 | $6.2M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 3.03% | 25,928 | $5.9M | Add +20.1% |
| VGIT Vanguard Intermediate-Term T | 2.88% | 95,094 | $5.6M | Reduce -2.5% |
| AAPL Apple Inc. | 2.84% | 19,067 | $5.5M | Add +5.7% |
| IJR iShares Core S&P Small-Cap E | 2.66% | 34,931 | $5.2M | Reduce -1.1% |
| SHY iShares 1-3 Year Treasury Bo | 2.62% | 62,034 | $5.1M | Add +49.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.44% | 89,259 | $4.7M | Add +15.7% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.20% | 88,527 | $4.3M | Add +17.3% |
| CVX Chevron Corp. | 2.04% | 23,937 | $4.0M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 2.02% | 55,221 | $3.9M | Add +20.8% |
| JPM JPMorgan Chase & Co. | 2.00% | 11,909 | $3.9M | Add +1.4% |
| DFIV Dimensional International Va | 1.56% | 56,160 | $3.0M | Add +32.3% |
| MU Micron Technology Inc. | 1.45% | 2,437 | $2.8M | No change |
| DIVB iShares Core Dividend ETF | 1.34% | 42,360 | $2.6M | Add +33.8% |
| NVDA Nvidia Corp. | 1.33% | 12,970 | $2.6M | Add +14.1% |
| PYLD PIMCO Multisector Bond Actv | 1.28% | 94,036 | $2.5M | Add +27.1% |
| MSFT Microsoft Corp. | 1.18% | 6,160 | $2.3M | Add +10.0% |
| AMZN Amazon.com Inc. | 1.12% | 9,137 | $2.2M | Add +11.6% |
| IWR iShares Russell Mid-Cap ETF | 1.08% | 18,962 | $2.1M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 1.07% | 14,187 | $2.1M | Reduce -13.7% |
| XOM Exxon Mobil Corp. | 1.00% | 14,227 | $1.9M | Reduce -1.5% |
| VWO Vanguard Ftse Emerging Marke | 0.99% | 32,116 | $1.9M | Add +11.4% |
| META Meta Platforms Inc. Class A | 0.95% | 3,287 | $1.9M | Add +3.0% |
| FESM Fidelity Enhanced Small Cap | 0.92% | 36,953 | $1.8M | Add +52.9% |
| GLW Corning Inc. | 0.74% | 5,604 | $1.4M | Reduce -4.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.73% | 27,168 | $1.4M | Add +18.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.73% | 1,927 | $1.4M | Add +16.0% |
| GOOGL Alphabet Inc. Class A | 0.68% | 3,682 | $1.3M | Add +0.3% |
| AMAT Applied Materials Inc. | 0.68% | 1,818 | $1.3M | Reduce -2.4% |
| ESCA Escalade Inc. | 0.63% | 65,316 | $1.2M | No change |
| LII Lennox International Inc. | 0.63% | 2,140 | $1.2M | No change |
| BAC Bank of America Corp. | 0.63% | 21,410 | $1.2M | Add +1.4% |
| DE Deere & Co. | 0.55% | 1,687 | $1.1M | Reduce -2.0% |
| PSX Phillips 66 | 0.54% | 6,262 | $1.1M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.54% | 873 | $1.0M | Add +8.2% |
| ORCL Oracle Corp. | 0.52% | 6,897 | $1.0M | Add +3.5% |
| EFA iShares MSCI Eafe ETF | 0.48% | 8,939 | $929K | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.47% | 7,860 | $923K | Reduce -1.6% |
| HD Home Depot Inc. | 0.46% | 2,564 | $904K | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.46% | 6,930 | $891K | Add +1.3% |
| VGT Vanguard Info Tech ETF | 0.45% | 7,372 | $881K | No change |
| MS Morgan Stanley | 0.45% | 4,189 | $876K | Reduce -5.5% |
| CSX CSX Corp. | 0.45% | 18,267 | $868K | Reduce -0.7% |
| SDY SS SPDR S&P Dividend ETF | 0.44% | 5,677 | $864K | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.44% | 8,914 | $861K | Reduce -4.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 3,947 | $860K | Add +4.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.42% | 1,709 | $816K | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.41% | 847 | $792K | Reduce -6.0% |
| AVGO Broadcom Inc. | 0.37% | 1,893 | $715K | Add +30.0% |
| UNP Union Pacific Corp. | 0.34% | 2,460 | $669K | Reduce -10.2% |
| MCD McDonald's Corp. | 0.34% | 2,474 | $669K | Add +2.7% |
| LOW Lowe's Cos Inc. | 0.31% | 2,778 | $613K | Add +5.3% |
| DHI D.R. Horton Inc. | 0.31% | 3,650 | $595K | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.30% | 2,289 | $576K | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.29% | 2,228 | $566K | Reduce -3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 2,002 | $563K | Add +0.5% |
| IWF iShares Russell 1000 Growth | 0.29% | 4,508 | $560K | No change |
| IYW iShares Ustechnology ETF | 0.25% | 1,926 | $486K | No change |
| CAT Caterpillar Inc. | 0.25% | 450 | $479K | Add +10.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 1,273 | $471K | No change |
| LIN Linde PLC | 0.24% | 886 | $460K | Add +20.4% |
| V Visa Inc. Class A | 0.23% | 1,328 | $456K | Add +25.3% |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 7,730 | $437K | No change |
| RTX RTX Corp. | 0.21% | 2,198 | $417K | Add +20.7% |
| LRCX Lam Research Corp. | 0.21% | 931 | $403K | New |
| WMT Walmart Inc. | 0.21% | 3,526 | $399K | Add +69.2% |
| CTAS Cintas Corp. | 0.19% | 2,193 | $373K | Reduce -12.6% |
| SHW The Sherwin-Williams Co. | 0.19% | 1,081 | $372K | Add +5.2% |
| IWM iShares Russell 2000 ETF | 0.19% | 1,238 | $372K | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.19% | 637 | $370K | New |
| GOOG Alphabet Inc. Class C | 0.19% | 1,039 | $367K | New |
| KR Kroger Co. | 0.17% | 6,063 | $337K | Add +5.9% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.17% | 6,666 | $337K | Add +66.6% |
| UNH Unitedhealth Group Inc. | 0.17% | 799 | $332K | New |
| MTUM iShares MSCI USA Momentum Fa | 0.17% | 961 | $329K | No change |
| NEE Nextera Energy Inc. | 0.16% | 3,625 | $318K | Add +14.1% |
| BP BP PLC-Spons ADR | 0.16% | 8,275 | $306K | Add +5.2% |
| SYK Stryker Corp. | 0.15% | 939 | $296K | Reduce -1.1% |
| PPG PPG Industries Inc. | 0.15% | 2,380 | $289K | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.14% | 909 | $271K | New |
| PEP Pepsico Inc. | 0.14% | 1,998 | $271K | Reduce -2.4% |
| KO The Coca-Cola Co. | 0.14% | 3,244 | $264K | Reduce -3.3% |
| UBSI United Bankshares Inc. | 0.14% | 5,735 | $263K | No change |
| ABT Abbott Laboratories | 0.13% | 2,854 | $259K | Reduce -7.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 1,706 | $258K | Add +28.5% |
| PH Parker Hannifin Corp. | 0.13% | 260 | $254K | New |
| BMY Bristol-Myers Squibb Co. | 0.13% | 4,344 | $250K | Reduce -4.9% |
| PRU Prudential Financial Inc. | 0.12% | 2,169 | $234K | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.12% | 707 | $233K | Reduce -0.3% |
| GPC Genuine Parts Co. | 0.12% | 1,960 | $231K | Add +2.1% |
| SCHD Schwab US DVD Equity ETF | 0.12% | 7,253 | $230K | Reduce -0.0% |
| COP Conocophillips | 0.11% | 2,150 | $224K | Reduce -4.0% |
| EVSM Eaton Vance SHRT Dur Muni | 0.11% | 4,313 | $217K | New |
| PANW Palo Alto Networks Inc. | 0.11% | 629 | $215K | New |
| JBS JBS NV-A | 0.07% | 10,950 | $130K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| VGIT Vanguard Intermediate-Term T | Reduce -2.5% | 2.88% | −0.68 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 1.00% | −0.50 |
| PG The Procter & Gamble Co. | Reduce -13.7% | 1.07% | −0.39 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.30 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.21 |
| PEBO Peoples Bancorp Inc. | Reduce -0.0% | 8.76% | −0.19 |
| IWB iShares Russell 1000 ETF | Reduce -1.4% | 3.17% | −0.17 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.16 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.16 |
| PSX Phillips 66 | Reduce -0.2% | 0.54% | −0.16 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -6.0% | 0.41% | −0.14 |
| SMTH Alps SMTH Cor BD Plus ETF | Sold out | 0.00% | −0.14 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.13 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.13 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.1% | 0.44% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.1% | 0.44% | −0.07 |
| CTAS Cintas Corp. | Reduce -12.6% | 0.19% | −0.07 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.9% | 1.08% | −0.07 |
| COP Conocophillips | Reduce -4.0% | 0.11% | −0.07 |
| UNP Union Pacific Corp. | Reduce -10.2% | 0.34% | −0.06 |
| HD Home Depot Inc. | Reduce -1.5% | 0.46% | −0.06 |
| ABT Abbott Laboratories | Reduce -7.2% | 0.13% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 0.48% | −0.06 |
| PEP Pepsico Inc. | Reduce -2.4% | 0.14% | −0.06 |
| JNJ Johnson & Johnson | Reduce -3.3% | 0.29% | −0.05 |
| DE Deere & Co. | Reduce -2.0% | 0.55% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.9% | 0.13% | −0.04 |
| SYK Stryker Corp. | Reduce -1.1% | 0.15% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 2.66% | −0.03 |
| KO The Coca-Cola Co. | Reduce -3.3% | 0.14% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.0% | 0.12% | −0.02 |
| CSX CSX Corp. | Reduce -0.7% | 0.45% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.7% | 0.30% | −0.01 |
| PPG PPG Industries Inc. | Reduce -0.6% | 0.15% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -0.3% | 0.12% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -0.7% | 0.31% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.3% | 0.19% | +0.00 |
| MS Morgan Stanley | Reduce -5.5% | 0.45% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.6% | 0.42% | +0.06 |
| CSCO Cisco Systems Inc. | Reduce -1.6% | 0.47% | +0.09 |
| GLW Corning Inc. | Reduce -4.2% | 0.74% | +0.25 |
| AMAT Applied Materials Inc. | Reduce -2.4% | 0.68% | +0.28 |
Portfolio Buys Q1 2026 → Q2 2026
| IVW iShares S&P 500 Growth ETF | Add +9.8% | 6.61% | +0.70 |
| IVV iShares Core S&P 500 ETF | Add +9.8% | 10.26% | +0.53 |
| SHY iShares 1-3 Year Treasury Bo | Add +49.1% | 2.62% | +0.51 |
| FESM Fidelity Enhanced Small Cap | Add +52.9% | 0.92% | +0.35 |
| DIVB iShares Core Dividend ETF | Add +33.8% | 1.34% | +0.29 |
| IVE iShares S&P 500 Value ETF | Add +20.1% | 3.03% | +0.23 |
| VEA Vanguard Ftse Developed ETF | Add +20.8% | 2.02% | +0.22 |
| LRCX Lam Research Corp. | New | 0.21% | +0.21 |
| AMD Advanced Micro Devices | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | New | 0.19% | +0.19 |
| DFIV Dimensional International Va | Add +32.3% | 1.56% | +0.18 |
| UNH Unitedhealth Group Inc. | New | 0.17% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +16.0% | 0.73% | +0.14 |
| TXN Texas Instruments Inc. | New | 0.14% | +0.14 |
| PH Parker Hannifin Corp. | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +14.1% | 1.33% | +0.12 |
| EVSM Eaton Vance SHRT Dur Muni | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | New | 0.11% | +0.11 |
| PYLD PIMCO Multisector Bond Actv | Add +27.1% | 1.28% | +0.09 |
| AVGO Broadcom Inc. | Add +30.0% | 0.37% | +0.09 |
| LLY Eli Lilly & Co. | Add +8.2% | 0.54% | +0.08 |
| AMZN Amazon.com Inc. | Add +11.6% | 1.12% | +0.07 |
| CAT Caterpillar Inc. | Add +10.3% | 0.25% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +5.6% | 5.23% | +0.05 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +66.6% | 0.17% | +0.05 |
| WMT Walmart Inc. | Add +69.2% | 0.21% | +0.05 |
| V Visa Inc. Class A | Add +25.3% | 0.23% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +11.4% | 0.99% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.68% | +0.03 |
| AAPL Apple Inc. | Add +5.7% | 2.84% | +0.03 |
| LIN Linde PLC | Add +20.4% | 0.24% | +0.01 |
| TJX TJX Companies Inc. | Add +28.5% | 0.13% | +0.00 |
| RTX RTX Corp. | Add +20.7% | 0.21% | −0.00 |
| BAC Bank of America Corp. | Add +1.4% | 0.63% | −0.00 |
| GPC Genuine Parts Co. | Add +2.1% | 0.12% | −0.01 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.29% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +18.5% | 0.73% | −0.01 |
| PRU Prudential Financial Inc. | Add +0.5% | 0.12% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +5.2% | 0.19% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.7% | 0.44% | −0.01 |
| NEE Nextera Energy Inc. | Add +14.1% | 0.16% | −0.02 |
| MRK Merck & Co. Inc. | Add +1.3% | 0.46% | −0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +17.3% | 2.20% | −0.05 |
| LOW Lowe's Cos Inc. | Add +5.3% | 0.31% | −0.07 |
| BP BP PLC-Spons ADR | Add +5.2% | 0.16% | −0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +15.7% | 2.44% | −0.08 |
| KR Kroger Co. | Add +5.9% | 0.17% | −0.08 |
| ORCL Oracle Corp. | Add +3.5% | 0.52% | −0.08 |
| MSFT Microsoft Corp. | Add +10.0% | 1.18% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 3.88% | −0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 100 | $194.5M | IVV, PEBO, IVW, IJH, SPY |
| Q1 2026 | 101 | $162.9M | IVV, PEBO, IVW, IJH, SPY |
| Q4 2025 | 97 | $161.2M | IVV, PEBO, IVW, IJH, SPY |
| Q3 2025 | 94 | $162.7M | IVV, PEBO, IVW, IJH, SPY |
| Q2 2025 | 97 | $161.9M | PEBO, IVV, IVW, IJH, SPY |
| Q1 2025 | 94 | $152.4M | PEBO, IVV, IVW, IJH, SPY |
| Q4 2024 | 97 | $169.9M | PEBO, IVV, IVW, IJH, AAPL |
| Q3 2024 | 125 | $195.8M | IVV, PEBO, IJH, IVW, AAPL |
| Q2 2024 | 134 | $192.7M | IVV, PEBO, IVW, IJH, AAPL |
| Q1 2024 | 124 | $179.5M | PEBO, IVV, IJH, IVW, SPY |