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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $179.5M $179.5M Q1 2024 Q2 2024: $192.7M Q2 2024 Q3 2024: $195.8M Q3 2024 Q4 2024: $169.9M Q4 2024 Q1 2025: $152.4M Q1 2025 Q2 2025: $161.9M Q2 2025 Q3 2025: $162.7M Q3 2025 Q4 2025: $161.2M Q4 2025 Q1 2026: $162.9M Q1 2026 Q2 2026: $194.5M Q2 2026

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
PM Philip Morris International 0.13% 2,628 $241K Add +1.9%
NEE Nextera Energy Inc. 0.13% 3,751 $240K Reduce -3.8%
DRI Darden Restaurants Inc. 0.13% 1,426 $238K Reduce -0.9%
DFS Discover Financial Services 0.13% 1,815 $238K Reduce -6.8%
LMT Lockheed Martin Corp. 0.13% 522 $237K Add +16.5%
PH Parker Hannifin Corp. 0.13% 424 $236K New
RTX RTX Corp. 0.13% 2,393 $233K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 4,042 $233K No change
PKG Packaging Corp. of America 0.13% 1,227 $233K Reduce -1.1%
GD General Dynamics Corp. 0.13% 820 $232K Add +0.9%
PEG Public Service Enterprise GP 0.13% 3,451 $230K Reduce -0.7%
C Citigroup Inc. 0.13% 3,635 $230K New
PAYX Paychex Inc. 0.13% 1,852 $227K Reduce -1.8%
OKE Oneok Inc. 0.13% 2,832 $227K Reduce -18.3%
CMCSA Comcast Corp. Class A 0.13% 5,184 $225K No change
AMGN Amgen Inc. 0.12% 782 $222K No change
PFE Pfizer Inc. 0.12% 7,530 $209K Add +0.3%
CHTR Charter Communications Inc. Class A 0.12% 711 $207K No change
GLW Corning Inc. 0.11% 6,253 $206K New
CLX Clorox Company 0.11% 1,325 $203K New
RIO Rio Tinto PLC-Spon ADR 0.11% 3,164 $202K No change
MBB iShares MBS ETF 0.11% 2,177 $201K No change
EIX Edison International 0.11% 2,839 $201K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.10% 13,017 $173K 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 100$194.5MIVV, PEBO, IVW, IJH, SPY
Q1 2026 101$162.9MIVV, PEBO, IVW, IJH, SPY
Q4 2025 97$161.2MIVV, PEBO, IVW, IJH, SPY
Q3 2025 94$162.7MIVV, PEBO, IVW, IJH, SPY
Q2 2025 97$161.9MPEBO, IVV, IVW, IJH, SPY
Q1 2025 94$152.4MPEBO, IVV, IVW, IJH, SPY
Q4 2024 97$169.9MPEBO, IVV, IVW, IJH, AAPL
Q3 2024 125$195.8MIVV, PEBO, IJH, IVW, AAPL
Q2 2024 134$192.7MIVV, PEBO, IVW, IJH, AAPL
Q1 2024 124$179.5MPEBO, IVV, IJH, IVW, SPY