Peoples Bank

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 22, 2024), Peoples Bank reported 134 stock positions worth $192.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 9.8% of the portfolio, followed by Peoples Bancorp (PEBO, 9.1%) and iShares S&P 500 Growth ETF (IVW, 5.1%). Compared with Q1 2024, it opened 17 new positions, sold out of 7, added to 51 and reduced 45. The biggest buy was a new position in JPMorgan Income ETF (JPIE) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −17%).

Most Recent 13F
Q2 2026
Location
MARIETTA, OH
CIK
0000934866
Portfolio Value
$192.7M (Q2 2024)
SEC Filing
0000934866-24-000007 ↗ filed Jul 22, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $179.5M Q1 2024 Q2 2024: $192.7M $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 134 stocks · $192.7M
IVV iShares Core S&P 500 ETF 9.84% 34,664 $19.0M Add +12.6%
PEBO Peoples Bancorp Inc. 9.13% 586,305 $17.6M Reduce -0.1%
IVW iShares S&P 500 Growth ETF 5.07% 105,666 $9.8M Add +1.1%
IJH iShares Core S&P Midcap ETF 4.74% 155,988 $9.1M Reduce -1.9%
AAPL Apple Inc. 3.58% 32,763 $6.9M Add +11.3%
SPY SS SPDR S&P 500 ETF Trust-US 3.46% 12,239 $6.7M Reduce -8.0%
IJR iShares Core S&P Small-Cap E 2.71% 48,982 $5.2M Reduce -9.1%
VGIT Vanguard Intermediate-Term T 2.68% 88,837 $5.2M Reduce -17.1%
IGIB iShares 5-10Y Inv Grade Corp. 2.50% 94,017 $4.8M Add +3.1%
IVE iShares S&P 500 Value ETF 2.40% 25,424 $4.6M Add +5.6%
CVX Chevron Corp. 2.16% 26,593 $4.2M Add +3.3%
MSFT Microsoft Corp. 2.16% 9,296 $4.2M Add +18.8%
IWB iShares Russell 1000 ETF 2.11% 13,691 $4.1M Reduce -0.2%
ISTB iShares Core 1-5 Year Usd Bo 1.92% 78,103 $3.7M Reduce -18.0%
PG The Procter & Gamble Co. 1.72% 20,046 $3.3M Add +6.1%
SHY iShares 1-3 Year Treasury Bo 1.64% 38,652 $3.2M Add +2.7%
VEA Vanguard Ftse Developed ETF 1.60% 62,231 $3.1M Add +2.3%
JPM JPMorgan Chase & Co. 1.39% 13,280 $2.7M Add +15.4%
NVDA Nvidia Corp. 1.37% 21,380 $2.6M Add +31.6%
SCHD Schwab US DVD Equity ETF 1.29% 31,907 $2.5M Reduce -7.1%
LLY Eli Lilly & Co. 1.22% 2,605 $2.4M Add +9.3%
JPIE JPMorgan Income ETF 1.16% 49,066 $2.2M New
META Meta Platforms Inc. Class A 1.16% 4,422 $2.2M Add +20.4%
XOM Exxon Mobil Corp. 1.13% 18,875 $2.2M Reduce -1.0%
AMZN Amazon.com Inc. 1.11% 11,073 $2.1M Add +26.6%
FNDF Schwab Fndmn Intl LRG Co. ETF 1.04% 57,245 $2.0M Add +1.3%
IWR iShares Russell Mid-Cap ETF 1.01% 23,908 $1.9M Reduce -3.6%
EFA iShares MSCI Eafe ETF 0.85% 20,886 $1.6M Reduce -2.4%
GOOGL Alphabet Inc. Class A 0.77% 8,181 $1.5M Add +55.6%
ORCL Oracle Corp. 0.76% 10,367 $1.5M Add +3.7%
MRK Merck & Co. Inc. 0.73% 11,424 $1.4M Add +5.7%
HD Home Depot Inc. 0.69% 3,866 $1.3M Add +14.3%
IGSB iShares 1-5Y Inv Grade Corp. 0.68% 25,436 $1.3M Add +1.5%
IEFA iShares Core MSCI Eafe ETF 0.64% 17,098 $1.2M Reduce -0.7%
COST Costco Wholesale Corp. 0.64% 1,443 $1.2M Add +11.1%
LII Lennox International Inc. 0.63% 2,264 $1.2M No change
AVGO Broadcom Inc. 0.61% 727 $1.2M Add +26.2%
QQQ Invesco QQQ Trust Series 1 0.60% 2,426 $1.2M Add +3.6%
FISV Fiserv Inc. 0.58% 7,450 $1.1M Reduce -1.8%
IEI iShares 3-7 Year Treasury Bo 0.55% 9,256 $1.1M No change
PSX Phillips 66 0.55% 7,474 $1.1M Reduce -1.1%
JNJ Johnson & Johnson 0.54% 7,159 $1.0M Reduce -1.6%
DE Deere & Co. 0.54% 2,785 $1.0M Reduce -1.1%
ESCA Escalade Inc. 0.51% 70,632 $974K No change
MCD McDonald's Corp. 0.45% 3,421 $872K Add +23.0%
VGT Vanguard Info Tech ETF 0.44% 1,470 $848K Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.43% 21,012 $836K Reduce -1.2%
SDY SS SPDR S&P Dividend ETF 0.42% 6,364 $809K Add +1.3%
UNP Union Pacific Corp. 0.41% 3,506 $793K Reduce -3.7%
AMAT Applied Materials Inc. 0.40% 3,301 $779K Add +4.3%
PEP Pepsico Inc. 0.38% 4,418 $729K Reduce -1.2%
CSX CSX Corp. 0.37% 21,323 $713K Reduce -0.8%
ABBV Abbvie Inc. 0.36% 4,058 $696K Add +12.4%
UNH Unitedhealth Group Inc. 0.36% 1,355 $690K Add +16.8%
LOW Lowe's Cos Inc. 0.35% 3,077 $678K Reduce -1.4%
CSCO Cisco Systems Inc. 0.34% 13,959 $663K Add +34.1%
CTAS Cintas Corp. 0.32% 876 $613K Add +8.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 3,452 $597K Add +7.4%
SUSA iShares ESG Optimized MSCI U 0.30% 5,065 $569K Reduce -6.9%
PRU Prudential Financial Inc. 0.29% 4,738 $555K Add +17.1%
DHI D.R. Horton Inc. 0.28% 3,780 $533K Reduce -4.1%
OMFL Invesco Russell 1000 DYN M/F 0.28% 10,128 $532K Reduce -7.2%
KO The Coca-Cola Co. 0.27% 8,250 $525K Add +30.9%
GD General Dynamics Corp. 0.27% 1,761 $511K Add +114.8%
MS Morgan Stanley 0.26% 5,126 $498K Add +2.9%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.25% 6,277 $484K No change
TXN Texas Instruments Inc. 0.23% 2,284 $444K Add +20.9%
SYK Stryker Corp. 0.23% 1,289 $439K Add +6.4%
CAT Caterpillar Inc. 0.23% 1,315 $438K New
PFE Pfizer Inc. 0.21% 14,730 $412K Add +95.6%
ABT Abbott Laboratories 0.21% 3,898 $405K Reduce -1.4%
DSI iShares ESG MSCI KLD 400 ETF 0.21% 3,867 $402K Reduce -14.0%
SHW The Sherwin-Williams Co. 0.21% 1,334 $398K Add +3.1%
V Visa Inc. Class A 0.20% 1,504 $395K Add +19.4%
GPC Genuine Parts Co. 0.20% 2,775 $384K Reduce -0.2%
QCOM Qualcomm Inc. 0.20% 1,895 $377K Add +25.4%
TRV The Travelers Cos Inc. 0.19% 1,830 $372K New
COP Conocophillips 0.19% 3,249 $372K Reduce -3.1%
IGM iShares Expanded Tech Sector 0.19% 3,940 $372K Reduce -0.1%
NEE Nextera Energy Inc. 0.19% 5,192 $368K Add +38.4%
VZ Verizon Communications Inc. 0.19% 8,831 $364K Add +35.1%
AMGN Amgen Inc. 0.19% 1,151 $360K Add +47.2%
OEF iShares S&P 100 ETF 0.19% 1,357 $359K Reduce -4.0%
KR Kroger Co. 0.18% 7,057 $352K Reduce -1.9%
VTI VG Morningstar TS MKT ETF-US 0.18% 1,299 $347K No change
MET Metlife Inc. 0.18% 4,894 $344K Add +24.0%
CMI Cummins Inc. 0.17% 1,213 $336K New
LIN Linde PLC 0.17% 755 $331K No change
IWF iShares Russell 1000 Growth 0.17% 907 $331K Reduce -1.1%
SJNK SS SPDR BB St Hi Yield ETF 0.17% 13,112 $327K Reduce -7.1%
CVS CVS Health Corp. 0.16% 5,342 $315K New
NTAP Netapp Inc. 0.16% 2,444 $315K Reduce -0.1%
NFLX Netflix Inc. 0.16% 466 $314K New
LMT Lockheed Martin Corp. 0.16% 665 $311K Add +27.4%
MDT Medtronic PLC 0.16% 3,936 $310K No change
IYW iShares Ustechnology ETF 0.15% 1,954 $294K No change
AEP American Electric Power 0.15% 3,291 $289K New
DHR Danaher Corp. 0.15% 1,135 $284K Reduce -12.0%
BP BP PLC-Spons ADR 0.14% 7,567 $273K No change
PPG PPG Industries Inc. 0.14% 2,125 $268K Reduce -1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.14% 1,100 $266K Add +7.5%
BRK.B Berkshire Hathaway Inc. Class B 0.14% 647 $263K New
XMHQ Invesco S&P Midcap Qual ETF 0.14% 2,707 $263K New
HIG Hartford Insurance Group Inc. 0.14% 2,599 $261K No change
BLK BlackRock Finance Inc. 0.14% 331 $261K Add +4.8%
HON Honeywell International Inc. 0.14% 1,219 $260K No change
CMCSA Comcast Corp. Class A 0.13% 6,446 $252K Add +24.3%
WMT Walmart Inc. 0.13% 3,684 $249K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.13% 2,135 $246K New
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 1,511 $242K Reduce -1.0%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.13% 4,042 $242K No change
GLW Corning Inc. 0.13% 6,213 $241K Reduce -0.6%
PGR Progressive Corp. 0.12% 1,148 $238K Reduce -2.7%
HPQ HP Inc. 0.12% 6,791 $238K New
DFS Discover Financial Services 0.12% 1,815 $237K No change
C Citigroup Inc. 0.12% 3,635 $231K No change
OMC Omnicom Group 0.12% 2,569 $230K No change
BMY Bristol-Myers Squibb Co. 0.12% 5,546 $230K Reduce -11.9%
RTX RTX Corp. 0.12% 2,278 $229K Reduce -4.8%
UBSI United Bankshares Inc. 0.12% 7,044 $229K No change
ITW Illinois Tool Works 0.12% 953 $226K No change
HEDJ Wisdomtree Europe Hedged Equ 0.12% 4,961 $224K New
PKG Packaging Corp. of America 0.12% 1,227 $224K No change
LYB Lyondellbasell Indu Class A 0.11% 2,312 $221K New
PEG Public Service Enterprise GP 0.11% 2,957 $218K Reduce -14.3%
PM Philip Morris International 0.11% 2,138 $217K Reduce -18.6%
ETN Eaton Corp. PLC 0.11% 681 $214K New
STT State Street Corp. 0.11% 2,881 $213K New
MBB iShares MBS ETF 0.11% 2,307 $212K Add +6.0%
PH Parker Hannifin Corp. 0.11% 414 $209K Reduce -2.4%
RIO Rio Tinto PLC-Spon ADR 0.11% 3,164 $209K No change
EIX Edison International 0.11% 2,839 $204K No change
ANET Arista Networks Inc. 0.10% 574 $201K New
F Ford Motor Co. filed as FORD MTR CO DEL 0.08% 13,017 $163K No change

Portfolio Sells Q1 2024 → Q2 2024
VGIT Vanguard Intermediate-Term T Reduce -17.1% 2.68% −0.81
IJH iShares Core S&P Midcap ETF Reduce -1.9% 4.74% −0.64
IJR iShares Core S&P Small-Cap E Reduce -9.1% 2.71% −0.61
ISTB iShares Core 1-5 Year Usd Bo Reduce -18.0% 1.92% −0.60
PEBO Peoples Bancorp Inc. Reduce -0.1% 9.13% −0.56
BLFS Biolife Solutions Inc. Sold out 0.00% −0.50
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.0% 3.46% −0.42
SCHD Schwab US DVD Equity ETF Reduce -7.1% 1.29% −0.26
IWR iShares Russell Mid-Cap ETF Reduce -3.6% 1.01% −0.16
PSX Phillips 66 Reduce -1.1% 0.55% −0.14
INTC Intel Corp. Sold out 0.00% −0.14
DRI Darden Restaurants Inc. Sold out 0.00% −0.13
PAYX Paychex Inc. Sold out 0.00% −0.13
OKE Oneok Inc. Sold out 0.00% −0.13
CHTR Charter Communications Inc. Class A Sold out 0.00% −0.12
CLX Clorox Company Sold out 0.00% −0.11
XOM Exxon Mobil Corp. Reduce -1.0% 1.13% −0.11
DE Deere & Co. Reduce -1.1% 0.54% −0.10
EFA iShares MSCI Eafe ETF Reduce -2.4% 0.85% −0.10
FISV Fiserv Inc. Reduce -1.8% 0.58% −0.10
JNJ Johnson & Johnson Reduce -1.6% 0.54% −0.10
LOW Lowe's Cos Inc. Reduce -1.4% 0.35% −0.09
IWB iShares Russell 1000 ETF Reduce -0.2% 2.11% −0.09
UNP Union Pacific Corp. Reduce -3.7% 0.41% −0.09
DHI D.R. Horton Inc. Reduce -4.1% 0.28% −0.08
CSX CSX Corp. Reduce -0.8% 0.37% −0.07
BMY Bristol-Myers Squibb Co. Reduce -11.9% 0.12% −0.07
IEFA iShares Core MSCI Eafe ETF Reduce -0.7% 0.64% −0.07
OMFL Invesco Russell 1000 DYN M/F Reduce -7.2% 0.28% −0.06
PEP Pepsico Inc. Reduce -1.2% 0.38% −0.06
KR Kroger Co. Reduce -1.9% 0.18% −0.05
COP Conocophillips Reduce -3.1% 0.19% −0.04
DSI iShares ESG MSCI KLD 400 ETF Reduce -14.0% 0.21% −0.04
GPC Genuine Parts Co. Reduce -0.2% 0.20% −0.04
ABT Abbott Laboratories Reduce -1.4% 0.21% −0.04
SUSA iShares ESG Optimized MSCI U Reduce -6.9% 0.30% −0.04
PPG PPG Industries Inc. Reduce -1.2% 0.14% −0.03
DHR Danaher Corp. Reduce -12.0% 0.15% −0.03
SJNK SS SPDR BB St Hi Yield ETF Reduce -7.1% 0.17% −0.03
PH Parker Hannifin Corp. Reduce -2.4% 0.11% −0.02
PM Philip Morris International Reduce -18.6% 0.11% −0.02
BAC Bank of America Corp. Reduce -1.2% 0.43% −0.02
PEG Public Service Enterprise GP Reduce -14.3% 0.11% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.0% 0.13% −0.01
PGR Progressive Corp. Reduce -2.7% 0.12% −0.01
RTX RTX Corp. Reduce -4.8% 0.12% −0.01
OEF iShares S&P 100 ETF Reduce -4.0% 0.19% −0.01
IWF iShares Russell 1000 Growth Reduce -1.1% 0.17% −0.00
IGM iShares Expanded Tech Sector Reduce -0.1% 0.19% +0.00
VGT Vanguard Info Tech ETF Reduce -1.4% 0.44% +0.00

Portfolio Buys Q1 2024 → Q2 2024
JPIE JPMorgan Income ETF New 1.16% +1.16
IVV iShares Core S&P 500 ETF Add +12.6% 9.84% +0.82
AAPL Apple Inc. Add +11.3% 3.58% +0.77
NVDA Nvidia Corp. Add +31.6% 1.37% +0.55
GOOGL Alphabet Inc. Class A Add +55.6% 0.77% +0.33
MSFT Microsoft Corp. Add +18.8% 2.16% +0.32
AMZN Amazon.com Inc. Add +26.6% 1.11% +0.23
CAT Caterpillar Inc. New 0.23% +0.23
TRV The Travelers Cos Inc. New 0.19% +0.19
LLY Eli Lilly & Co. Add +9.3% 1.22% +0.19
AVGO Broadcom Inc. Add +26.2% 0.61% +0.18
CMI Cummins Inc. New 0.17% +0.17
CVS CVS Health Corp. New 0.16% +0.16
NFLX Netflix Inc. New 0.16% +0.16
META Meta Platforms Inc. Class A Add +20.4% 1.16% +0.16
IVW iShares S&P 500 Growth ETF Add +1.1% 5.07% +0.16
AEP American Electric Power New 0.15% +0.15
BRK.B Berkshire Hathaway Inc. Class B New 0.14% +0.14
XMHQ Invesco S&P Midcap Qual ETF New 0.14% +0.14
GD General Dynamics Corp. Add +114.8% 0.27% +0.14
WMT Walmart Inc. New 0.13% +0.13
TROW T Rowe Price Group Inc. New 0.13% +0.13
HPQ HP Inc. New 0.12% +0.12
HEDJ Wisdomtree Europe Hedged Equ New 0.12% +0.12
LYB Lyondellbasell Indu Class A New 0.11% +0.11
ETN Eaton Corp. PLC New 0.11% +0.11
STT State Street Corp. New 0.11% +0.11
JPM JPMorgan Chase & Co. Add +15.4% 1.39% +0.11
COST Costco Wholesale Corp. Add +11.1% 0.64% +0.11
ANET Arista Networks Inc. New 0.10% +0.10
PFE Pfizer Inc. Add +95.6% 0.21% +0.10
AMGN Amgen Inc. Add +47.2% 0.19% +0.06
ORCL Oracle Corp. Add +3.7% 0.76% +0.06
KO The Coca-Cola Co. Add +30.9% 0.27% +0.06
NEE Nextera Energy Inc. Add +38.4% 0.19% +0.06
CSCO Cisco Systems Inc. Add +34.1% 0.34% +0.05
QCOM Qualcomm Inc. Add +25.4% 0.20% +0.05
TXN Texas Instruments Inc. Add +20.9% 0.23% +0.05
AMAT Applied Materials Inc. Add +4.3% 0.40% +0.04
UNH Unitedhealth Group Inc. Add +16.8% 0.36% +0.04
VZ Verizon Communications Inc. Add +35.1% 0.19% +0.04
LMT Lockheed Martin Corp. Add +27.4% 0.16% +0.03
QQQ Invesco QQQ Trust Series 1 Add +3.6% 0.60% +0.02
PRU Prudential Financial Inc. Add +17.1% 0.29% +0.02
MCD McDonald's Corp. Add +23.0% 0.45% +0.02
MET Metlife Inc. Add +24.0% 0.18% +0.02
CTAS Cintas Corp. Add +8.6% 0.32% +0.01
V Visa Inc. Class A Add +19.4% 0.20% +0.01
PG The Procter & Gamble Co. Add +6.1% 1.72% +0.01
CMCSA Comcast Corp. Class A Add +24.3% 0.13% +0.01

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