Peoples Bank
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Peoples Bank reported 124 stock positions worth $179.5 million. Its top holding was Peoples Bancorp (PEBO) at 9.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.0%) and iShares Core S&P Midcap ETF (IJH, 5.4%). Compared with Q4 2023, it opened 7 new positions, sold out of 2, added to 33 and reduced 62. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +26%) and the biggest sale Peoples Bancorp (PEBO, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, OH
- CIK
- 0000934866
- Portfolio Value
- $179.5M (Q1 2024)
- SEC Filing
- 0000934866-24-000005 ↗ filed May 3, 2024
Holdings Value
Holdings 124 stocks · $179.5M
| PEBO Peoples Bancorp Inc. | 9.69% | 587,043 | $17.4M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 9.02% | 30,792 | $16.2M | Reduce -1.9% |
| IJH iShares Core S&P Midcap ETF | 5.38% | 158,965 | $9.7M | Reduce -5.4% |
| IVW iShares S&P 500 Growth ETF | 4.92% | 104,496 | $8.8M | Reduce -8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.88% | 13,299 | $7.0M | Reduce -1.3% |
| VGIT Vanguard Intermediate-Term T | 3.49% | 107,120 | $6.3M | Add +8.1% |
| IJR iShares Core S&P Small-Cap E | 3.32% | 53,875 | $6.0M | Reduce -0.5% |
| AAPL Apple Inc. | 2.81% | 29,425 | $5.0M | Reduce -1.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.62% | 91,221 | $4.7M | Add +14.4% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.52% | 95,212 | $4.5M | Add +5.8% |
| IVE iShares S&P 500 Value ETF | 2.51% | 24,073 | $4.5M | Add +26.1% |
| CVX Chevron Corp. | 2.26% | 25,743 | $4.1M | Reduce -2.1% |
| IWB iShares Russell 1000 ETF | 2.20% | 13,721 | $4.0M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.83% | 7,826 | $3.3M | Reduce -3.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.72% | 37,645 | $3.1M | Add +6.8% |
| PG The Procter & Gamble Co. | 1.71% | 18,886 | $3.1M | Reduce -4.5% |
| VEA Vanguard Ftse Developed ETF | 1.70% | 60,856 | $3.1M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 1.54% | 34,335 | $2.8M | Add +7.0% |
| JPM JPMorgan Chase & Co. | 1.28% | 11,504 | $2.3M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 1.24% | 19,073 | $2.2M | Reduce -4.5% |
| IWR iShares Russell Mid-Cap ETF | 1.16% | 24,804 | $2.1M | Reduce -1.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.12% | 56,534 | $2.0M | Add +5.3% |
| LLY Eli Lilly & Co. | 1.03% | 2,383 | $1.9M | Add +0.8% |
| META Meta Platforms Inc. Class A | 0.99% | 3,674 | $1.8M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.95% | 21,388 | $1.7M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.88% | 8,744 | $1.6M | Add +0.0% |
| NVDA Nvidia Corp. | 0.82% | 1,624 | $1.5M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.79% | 10,806 | $1.4M | Reduce -2.5% |
| HD Home Depot Inc. | 0.72% | 3,381 | $1.3M | Reduce -1.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.72% | 25,057 | $1.3M | Reduce -19.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.71% | 17,216 | $1.3M | Add +3.9% |
| ORCL Oracle Corp. | 0.70% | 9,998 | $1.3M | Add +7.3% |
| PSX Phillips 66 | 0.69% | 7,554 | $1.2M | Reduce -1.5% |
| FISV Fiserv Inc. | 0.68% | 7,590 | $1.2M | Reduce -1.0% |
| DE Deere & Co. | 0.64% | 2,816 | $1.2M | Add +0.4% |
| JNJ Johnson & Johnson | 0.64% | 7,278 | $1.2M | Reduce -1.7% |
| LII Lennox International Inc. | 0.62% | 2,264 | $1.1M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.60% | 9,256 | $1.1M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 2,342 | $1.0M | Reduce -2.3% |
| ESCA Escalade Inc. | 0.54% | 70,632 | $971K | No change |
| COST Costco Wholesale Corp. | 0.53% | 1,299 | $952K | Reduce -3.1% |
| BLFS Biolife Solutions Inc. | 0.50% | 48,775 | $905K | No change |
| UNP Union Pacific Corp. | 0.50% | 3,641 | $895K | Reduce -1.7% |
| SDY SS SPDR S&P Dividend ETF | 0.46% | 6,283 | $825K | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.45% | 21,262 | $806K | Reduce -5.5% |
| CSX CSX Corp. | 0.44% | 21,488 | $797K | Reduce -2.9% |
| LOW Lowe's Cos Inc. | 0.44% | 3,122 | $795K | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.44% | 5,256 | $793K | Reduce -1.4% |
| MCD McDonald's Corp. | 0.44% | 2,781 | $784K | Reduce -7.9% |
| PEP Pepsico Inc. | 0.44% | 4,471 | $782K | Add +0.9% |
| VGT Vanguard Info Tech ETF | 0.44% | 1,491 | $782K | Reduce -3.8% |
| AVGO Broadcom Inc. | 0.43% | 576 | $763K | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.37% | 3,609 | $657K | Add +4.9% |
| AMAT Applied Materials Inc. | 0.36% | 3,165 | $653K | Reduce -4.2% |
| DHI D.R. Horton Inc. | 0.36% | 3,940 | $648K | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 3,215 | $614K | Add +1.6% |
| OMFL Invesco Russell 1000 DYN M/F | 0.34% | 10,911 | $603K | Reduce -16.3% |
| SUSA iShares ESG Optimized MSCI U | 0.33% | 5,440 | $594K | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.32% | 1,160 | $574K | Add +1.9% |
| CTAS Cintas Corp. | 0.31% | 807 | $554K | Add +5.2% |
| CSCO Cisco Systems Inc. | 0.29% | 10,407 | $519K | Reduce -3.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.27% | 6,277 | $488K | No change |
| PRU Prudential Financial Inc. | 0.26% | 4,046 | $475K | Add +2.3% |
| MS Morgan Stanley | 0.26% | 4,980 | $469K | Reduce -3.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.25% | 4,496 | $453K | Reduce -18.6% |
| SHW The Sherwin-Williams Co. | 0.25% | 1,294 | $449K | Reduce -0.6% |
| ABT Abbott Laboratories | 0.25% | 3,953 | $449K | Reduce -3.0% |
| SYK Stryker Corp. | 0.24% | 1,211 | $433K | Reduce -4.3% |
| GPC Genuine Parts Co. | 0.24% | 2,780 | $431K | Reduce -25.6% |
| COP Conocophillips | 0.24% | 3,352 | $427K | Reduce -5.4% |
| KR Kroger Co. | 0.23% | 7,192 | $411K | Reduce -2.8% |
| KO The Coca-Cola Co. | 0.21% | 6,301 | $385K | Reduce -1.0% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.20% | 14,110 | $356K | No change |
| V Visa Inc. Class A | 0.20% | 1,260 | $352K | Reduce -1.9% |
| LIN Linde PLC | 0.20% | 755 | $351K | Add +7.7% |
| OEF iShares S&P 100 ETF | 0.19% | 1,413 | $350K | No change |
| MDT Medtronic PLC | 0.19% | 3,936 | $343K | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 6,296 | $341K | Reduce -1.6% |
| IGM iShares Expanded Tech Sector | 0.19% | 3,942 | $340K | Add +8.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 1,299 | $338K | No change |
| TXN Texas Instruments Inc. | 0.18% | 1,889 | $329K | Reduce -4.0% |
| DHR Danaher Corp. | 0.18% | 1,290 | $322K | Reduce -4.1% |
| PPG PPG Industries Inc. | 0.17% | 2,150 | $312K | Reduce -1.1% |
| IWF iShares Russell 1000 Growth | 0.17% | 917 | $309K | Reduce -0.4% |
| MET Metlife Inc. | 0.16% | 3,946 | $292K | Reduce -7.4% |
| BP BP PLC-Spons ADR | 0.16% | 7,567 | $285K | No change |
| VZ Verizon Communications Inc. | 0.15% | 6,538 | $274K | Add +2.4% |
| HIG Hartford Insurance Group Inc. | 0.15% | 2,599 | $268K | Reduce -1.5% |
| IYW iShares Ustechnology ETF | 0.15% | 1,954 | $264K | No change |
| BLK BlackRock Finance Inc. | 0.15% | 316 | $263K | Add +12.9% |
| NTAP Netapp Inc. | 0.14% | 2,447 | $257K | No change |
| QCOM Qualcomm Inc. | 0.14% | 1,511 | $256K | No change |
| ITW Illinois Tool Works | 0.14% | 953 | $256K | Reduce -1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 1,023 | $256K | Add +0.7% |
| UBSI United Bankshares Inc. | 0.14% | 7,044 | $252K | No change |
| HON Honeywell International Inc. | 0.14% | 1,219 | $250K | Add +10.4% |
| OMC Omnicom Group | 0.14% | 2,569 | $249K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 1,526 | $249K | New |
| INTC Intel Corp. | 0.14% | 5,595 | $247K | Reduce -2.2% |
| PGR Progressive Corp. | 0.14% | 1,180 | $244K | New |
Portfolio Sells Q4 2023 → Q1 2024
| PEBO Peoples Bancorp Inc. | Reduce -0.2% | 9.69% | −1.98 |
| AAPL Apple Inc. | Reduce -1.6% | 2.81% | −0.57 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -19.9% | 0.72% | −0.23 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 3.32% | −0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.6% | 4.92% | −0.13 |
| BA The Boeing Co. | Sold out | 0.00% | −0.12 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.4% | 5.38% | −0.09 |
| MCD McDonald's Corp. | Reduce -7.9% | 0.44% | −0.09 |
| GPC Genuine Parts Co. | Reduce -25.6% | 0.24% | −0.06 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -16.3% | 0.34% | −0.06 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -18.6% | 0.25% | −0.04 |
| CVX Chevron Corp. | Reduce -2.1% | 2.26% | −0.04 |
| JNJ Johnson & Johnson | Reduce -1.7% | 0.64% | −0.04 |
| UNP Union Pacific Corp. | Reduce -1.7% | 0.50% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -3.8% | 0.29% | −0.03 |
| INTC Intel Corp. | Reduce -2.2% | 0.14% | −0.03 |
| MS Morgan Stanley | Reduce -3.9% | 0.26% | −0.02 |
| PPG PPG Industries Inc. | Reduce -1.1% | 0.17% | −0.02 |
| OKE Oneok Inc. | Reduce -18.3% | 0.13% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -4.0% | 0.18% | −0.01 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.25% | −0.01 |
| CSX CSX Corp. | Reduce -2.9% | 0.44% | −0.01 |
| ITW Illinois Tool Works | Reduce -1.6% | 0.14% | −0.01 |
| DRI Darden Restaurants Inc. | Reduce -0.9% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.21% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -3.8% | 0.13% | −0.01 |
| PAYX Paychex Inc. | Reduce -1.8% | 0.13% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -3.8% | 0.44% | −0.01 |
| COP Conocophillips | Reduce -5.4% | 0.24% | −0.00 |
| DHR Danaher Corp. | Reduce -4.1% | 0.18% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.6% | 0.19% | −0.00 |
| MET Metlife Inc. | Reduce -7.4% | 0.16% | −0.00 |
| V Visa Inc. Class A | Reduce -1.9% | 0.20% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 0.58% | +0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 0.95% | +0.00 |
| PEG Public Service Enterprise GP | Reduce -0.7% | 0.13% | +0.00 |
| BAC Bank of America Corp. | Reduce -5.5% | 0.45% | +0.00 |
| DFS Discover Financial Services | Reduce -6.8% | 0.13% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -4.5% | 1.71% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.44% | +0.00 |
| DHI D.R. Horton Inc. | Reduce -1.3% | 0.36% | +0.01 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.8% | 0.33% | +0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.4% | 0.17% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.7% | 1.16% | +0.01 |
| COST Costco Wholesale Corp. | Reduce -3.1% | 0.53% | +0.01 |
| PKG Packaging Corp. of America | Reduce -1.1% | 0.13% | +0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.6% | 0.25% | +0.01 |
| SYK Stryker Corp. | Reduce -4.3% | 0.24% | +0.02 |
| HIG Hartford Insurance Group Inc. | Reduce -1.5% | 0.15% | +0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| IVE iShares S&P 500 Value ETF | Add +26.1% | 2.51% | +0.56 |
| NVDA Nvidia Corp. | Add +1.1% | 0.82% | +0.35 |
| META Meta Platforms Inc. Class A | Add +1.2% | 0.99% | +0.24 |
| LLY Eli Lilly & Co. | Add +0.8% | 1.03% | +0.22 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +14.4% | 2.62% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.14% | +0.14 |
| PGR Progressive Corp. | New | 0.14% | +0.14 |
| PH Parker Hannifin Corp. | New | 0.13% | +0.13 |
| C Citigroup Inc. | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | Add +7.3% | 0.70% | +0.12 |
| GLW Corning Inc. | New | 0.11% | +0.11 |
| CLX Clorox Company | New | 0.11% | +0.11 |
| SCHD Schwab US DVD Equity ETF | Add +7.0% | 1.54% | +0.11 |
| AMZN Amazon.com Inc. | Add +0.0% | 0.88% | +0.10 |
| F Ford Motor Co. | New | 0.10% | +0.10 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +5.3% | 1.12% | +0.06 |
| ABBV Abbvie Inc. | Add +4.9% | 0.37% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Add +8.1% | 3.49% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.6% | 0.34% | +0.04 |
| CTAS Cintas Corp. | Add +5.2% | 0.31% | +0.04 |
| IGM iShares Expanded Tech Sector | Add +8.8% | 0.19% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.9% | 0.71% | +0.03 |
| LIN Linde PLC | Add +7.7% | 0.20% | +0.03 |
| PRU Prudential Financial Inc. | Add +2.3% | 0.26% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +6.8% | 1.72% | +0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +3.6% | 0.46% | +0.01 |
| BLK BlackRock Finance Inc. | Add +12.9% | 0.15% | +0.01 |
| LMT Lockheed Martin Corp. | Add +16.5% | 0.13% | +0.01 |
| VZ Verizon Communications Inc. | Add +2.4% | 0.15% | +0.01 |
| MDT Medtronic PLC | Add +2.6% | 0.19% | +0.01 |
| GD General Dynamics Corp. | Add +0.9% | 0.13% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.7% | 0.14% | +0.00 |
| HON Honeywell International Inc. | Add +10.4% | 0.14% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +5.8% | 2.52% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 1.70% | −0.00 |
| PEP Pepsico Inc. | Add +0.9% | 0.44% | −0.01 |
| PM Philip Morris International | Add +1.9% | 0.13% | −0.01 |
| PFE Pfizer Inc. | Add +0.3% | 0.12% | −0.01 |
| DE Deere & Co. | Add +0.4% | 0.64% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +1.9% | 0.32% | −0.03 |
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 |