Peoples Bank

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q2 2024Q1 2024

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Peoples Bank reported 125 stock positions worth $195.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.6% of the portfolio, followed by Peoples Bancorp (PEBO, 9.0%) and iShares Core S&P Midcap ETF (IJH, 4.8%). Compared with Q2 2024, it opened 3 new positions, sold out of 12, added to 17 and reduced 80. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +4%) and the biggest sale an exit from Invesco Russell 1000 DYN M/F (OMFL).

Most Recent 13F: Q2 2026
Location: MARIETTA, OH
CIK: 0000934866
Portfolio Value: $195.8M (Q3 2024)
SEC Filing: 0000934866-24-000011 ↗ filed Oct 23, 2024

Holdings Value

Holdings 125 stocks · $195.8M


IVV iShares Core S&P 500 ETF	10.65%	36,145	$20.8M	Add +4.3%
PEBO Peoples Bancorp Inc.	8.98%	584,655	$17.6M	Reduce -0.3%
IJH iShares Core S&P Midcap ETF	4.84%	152,256	$9.5M	Reduce -2.4%
IVW iShares S&P 500 Growth ETF	4.81%	98,364	$9.4M	Reduce -6.9%
AAPL Apple Inc.	3.92%	32,924	$7.7M	Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US	3.55%	12,124	$7.0M	Reduce -0.9%
IJR iShares Core S&P Small-Cap E	2.86%	47,808	$5.6M	Reduce -2.4%
IVE iShares S&P 500 Value ETF	2.73%	27,144	$5.4M	Add +6.8%
VGIT Vanguard Intermediate-Term T	2.67%	86,636	$5.2M	Reduce -2.5%
IGIB iShares 5-10Y Inv Grade Corp.	2.55%	92,972	$5.0M	Reduce -1.1%
IWB iShares Russell 1000 ETF	2.16%	13,483	$4.2M	Reduce -1.5%
MSFT Microsoft Corp.	2.10%	9,556	$4.1M	Add +2.8%
CVX Chevron Corp.	1.99%	26,468	$3.9M	Reduce -0.5%
ISTB iShares Core 1-5 Year Usd Bo	1.89%	76,181	$3.7M	Reduce -2.5%
PG The Procter & Gamble Co.	1.76%	19,849	$3.4M	Reduce -1.0%
VEA Vanguard Ftse Developed ETF	1.55%	57,324	$3.0M	Reduce -7.9%
SHY iShares 1-3 Year Treasury Bo	1.54%	36,224	$3.0M	Reduce -6.3%
NVDA Nvidia Corp.	1.47%	23,784	$2.9M	Add +11.2%
JPM JPMorgan Chase & Co.	1.33%	12,384	$2.6M	Reduce -6.8%
SCHD Schwab US DVD Equity ETF	1.24%	28,773	$2.4M	Reduce -9.8%
META Meta Platforms Inc. Class A	1.22%	4,184	$2.4M	Reduce -5.4%
LLY Eli Lilly & Co.	1.18%	2,619	$2.3M	Add +0.5%
JPIE JPMorgan Income ETF	1.15%	48,749	$2.3M	Reduce -0.7%
XOM Exxon Mobil Corp.	1.10%	18,407	$2.2M	Reduce -2.5%
EFA iShares MSCI Eafe ETF	1.07%	25,034	$2.1M	Add +19.9%
AMZN Amazon.com Inc.	1.05%	11,021	$2.1M	Reduce -0.5%
FNDF Schwab Fndmn Intl LRG Co. ETF	1.03%	53,724	$2.0M	Reduce -6.2%
IWR iShares Russell Mid-Cap ETF	1.02%	22,734	$2.0M	Reduce -4.9%
ORCL Oracle Corp.	0.89%	10,217	$1.7M	Reduce -1.4%
GOOGL Alphabet Inc. Class A	0.73%	8,623	$1.4M	Add +5.4%
HD Home Depot Inc.	0.70%	3,398	$1.4M	Reduce -12.1%
LII Lennox International Inc.	0.70%	2,264	$1.4M	No change
FISV Fiserv Inc.	0.66%	7,150	$1.3M	Reduce -4.0%
COST Costco Wholesale Corp.	0.63%	1,399	$1.2M	Reduce -3.0%
MRK Merck & Co. Inc.	0.63%	10,809	$1.2M	Reduce -5.4%
IGSB iShares 1-5Y Inv Grade Corp.	0.62%	23,095	$1.2M	Reduce -9.2%
IEFA iShares Core MSCI Eafe ETF	0.61%	15,209	$1.2M	Reduce -11.1%
JNJ Johnson & Johnson	0.58%	7,049	$1.1M	Reduce -1.5%
QQQ Invesco QQQ Trust Series 1	0.58%	2,320	$1.1M	Reduce -4.4%
DE Deere & Co.	0.56%	2,645	$1.1M	Reduce -5.0%
MCD McDonald's Corp.	0.53%	3,403	$1.0M	Reduce -0.5%
AVGO Broadcom Inc.	0.51%	5,779	$997K	Reduce -20.5%
ESCA Escalade Inc.	0.51%	70,632	$994K	No change
IEI iShares 3-7 Year Treasury Bo	0.51%	8,269	$989K	Reduce -10.7%
PSX Phillips 66	0.49%	7,324	$963K	Reduce -2.0%
SDY SS SPDR S&P Dividend ETF	0.46%	6,364	$904K	No change
UNP Union Pacific Corp.	0.44%	3,499	$862K	Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.43%	21,012	$834K	No change
LOW Lowe's Cos Inc.	0.41%	2,962	$802K	Reduce -3.7%
UNH Unitedhealth Group Inc.	0.40%	1,350	$789K	Reduce -0.4%
VGT Vanguard Info Tech ETF	0.38%	1,272	$746K	Reduce -13.5%
ABBV Abbvie Inc.	0.38%	3,774	$745K	Reduce -7.0%
DHI D.R. Horton Inc.	0.37%	3,780	$721K	No change
PEP Pepsico Inc.	0.36%	4,143	$705K	Reduce -6.2%
CSX CSX Corp.	0.36%	20,173	$697K	Reduce -5.4%
CTAS Cintas Corp.	0.35%	3,304	$680K	Reduce -5.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.35%	3,068	$678K	Reduce -11.1%
AMAT Applied Materials Inc.	0.31%	3,051	$616K	Reduce -7.6%
KO The Coca-Cola Co.	0.29%	7,832	$563K	Reduce -5.1%
MS Morgan Stanley	0.28%	5,349	$558K	Add +4.3%
SUSA iShares ESG Optimized MSCI U	0.28%	4,610	$555K	Reduce -9.0%
IWF iShares Russell 1000 Growth	0.27%	1,424	$535K	Add +57.0%
CSCO Cisco Systems Inc.	0.27%	9,811	$522K	Reduce -29.7%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.26%	6,277	$504K	No change
SHW The Sherwin-Williams Co.	0.24%	1,250	$477K	Reduce -6.3%
TXN Texas Instruments Inc.	0.24%	2,284	$472K	No change
SYK Stryker Corp.	0.23%	1,268	$458K	Reduce -1.6%
ABT Abbott Laboratories	0.23%	4,013	$458K	Add +3.0%
PRU Prudential Financial Inc.	0.22%	3,609	$437K	Reduce -23.8%
NEE Nextera Energy Inc.	0.22%	5,152	$435K	Reduce -0.8%
PFE Pfizer Inc.	0.21%	14,505	$420K	Reduce -1.5%
CAT Caterpillar Inc.	0.21%	1,068	$418K	Reduce -18.8%
V Visa Inc. Class A	0.21%	1,494	$411K	Reduce -0.7%
DSI iShares ESG MSCI KLD 400 ETF	0.20%	3,685	$401K	Reduce -4.7%
VZ Verizon Communications Inc.	0.20%	8,838	$397K	Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B	0.20%	861	$396K	Add +33.1%
KR Kroger Co.	0.19%	6,657	$381K	Reduce -5.7%
IGM iShares Expanded Tech Sector	0.19%	3,928	$377K	Reduce -0.3%
GPC Genuine Parts Co.	0.19%	2,675	$374K	Reduce -3.6%
VTI VG Morningstar TS MKT ETF-US	0.19%	1,299	$368K	No change
LMT Lockheed Martin Corp.	0.18%	614	$359K	Reduce -7.7%
MDT Medtronic PLC	0.18%	3,936	$354K	No change
LIN Linde PLC	0.17%	705	$336K	Reduce -6.6%
NFLX Netflix Inc.	0.17%	462	$328K	Reduce -0.9%
AMGN Amgen Inc.	0.16%	993	$320K	Reduce -13.7%
COP Conocophillips	0.16%	3,039	$320K	Reduce -6.5%
BLK BlackRock Finance Inc.	0.16%	329	$312K	Reduce -0.6%
HIG Hartford Insurance Group Inc.	0.16%	2,599	$306K	No change
QCOM Qualcomm Inc.	0.15%	1,757	$299K	Reduce -7.3%
TRV The Travelers Cos Inc.	0.15%	1,270	$297K	Reduce -30.6%
IYW iShares Ustechnology ETF	0.15%	1,954	$296K	No change
MET Metlife Inc.	0.15%	3,531	$291K	Reduce -27.9%
GLW Corning Inc.	0.15%	6,403	$289K	Add +3.1%
PGR Progressive Corp.	0.15%	1,135	$288K	Reduce -1.1%
DHR Danaher Corp.	0.15%	1,035	$288K	Reduce -8.8%
BMY Bristol-Myers Squibb Co.	0.15%	5,546	$287K	No change
PPG PPG Industries Inc.	0.14%	2,125	$281K	No change
CMI Cummins Inc.	0.14%	862	$279K	Reduce -28.9%
RTX RTX Corp.	0.14%	2,278	$276K	No change
DFS Discover Financial Services	0.14%	1,938	$272K	Add +6.8%
CMCSA Comcast Corp. Class A	0.14%	6,446	$269K	No change
WMT Walmart Inc.	0.14%	3,303	$267K	Reduce -10.3%
OMC Omnicom Group	0.14%	2,569	$266K	No change
PKG Packaging Corp. of America	0.14%	1,227	$264K	No change
PEG Public Service Enterprise GP	0.13%	2,957	$264K	No change
UBSI United Bankshares Inc.	0.13%	7,044	$261K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.13%	1,492	$260K	Reduce -1.3%
HON Honeywell International Inc.	0.13%	1,259	$260K	Add +3.3%
PM Philip Morris International	0.13%	2,138	$260K	No change
ITW Illinois Tool Works	0.13%	953	$250K	No change
PH Parker Hannifin Corp.	0.13%	391	$247K	Reduce -5.6%
BP BP PLC-Spons ADR	0.12%	7,567	$238K	No change
SJNK SS SPDR BB St Hi Yield ETF	0.12%	9,094	$234K	Reduce -30.6%
C Citigroup Inc.	0.12%	3,635	$228K	No change
RIO Rio Tinto PLC-Spon ADR	0.12%	3,169	$226K	Add +0.2%
AEP American Electric Power	0.11%	2,164	$222K	Reduce -34.2%
ANET Arista Networks Inc.	0.11%	574	$220K	No change
CLX Clorox Company	0.11%	1,325	$216K	New
XMHQ Invesco S&P Midcap Qual ETF	0.11%	2,080	$213K	Reduce -23.2%
ETN Eaton Corp. PLC	0.11%	631	$209K	Reduce -7.3%
NTAP Netapp Inc.	0.11%	1,676	$207K	Reduce -31.4%
IWM iShares Russell 2000 ETF	0.10%	930	$205K	New
CHTR Charter Communications Inc. Class A	0.10%	630	$204K	New
MBB iShares MBS ETF	0.10%	2,118	$203K	Reduce -8.2%
F Ford Motor Co. filed as FORD MTR CO	0.07%	13,017	$137K	No change

Portfolio Sells Q2 2024 → Q3 2024


OMFL Invesco Russell 1000 DYN M/F	Sold out	0.00%	−0.28
GD General Dynamics Corp.	Sold out	0.00%	−0.27
IVW iShares S&P 500 Growth ETF	Reduce -6.9%	4.81%	−0.26
OEF iShares S&P 100 ETF	Sold out	0.00%	−0.19
CVX Chevron Corp.	Reduce -0.5%	1.99%	−0.17
CVS CVS Health Corp.	Sold out	0.00%	−0.16
PEBO Peoples Bancorp Inc.	Reduce -0.3%	8.98%	−0.14
VO Vngrd Mrngstr MD-Cap ETF-Usd	Sold out	0.00%	−0.14
TROW T Rowe Price Group Inc.	Sold out	0.00%	−0.13
BNY Bank of New York Mellon Corp.	Sold out	0.00%	−0.13
HPQ HP Inc.	Sold out	0.00%	−0.12
HEDJ Wisdomtree Europe Hedged Equ	Sold out	0.00%	−0.12
LYB Lyondellbasell Indu Class A	Sold out	0.00%	−0.11
STT State Street Corp.	Sold out	0.00%	−0.11
MRK Merck & Co. Inc.	Reduce -5.4%	0.63%	−0.11
EIX Edison International	Sold out	0.00%	−0.11
SHY iShares 1-3 Year Treasury Bo	Reduce -6.3%	1.54%	−0.10
AVGO Broadcom Inc.	Reduce -20.5%	0.51%	−0.10
AMAT Applied Materials Inc.	Reduce -7.6%	0.31%	−0.09
CSCO Cisco Systems Inc.	Reduce -29.7%	0.27%	−0.08
PRU Prudential Financial Inc.	Reduce -23.8%	0.22%	−0.07
AMZN Amazon.com Inc.	Reduce -0.5%	1.05%	−0.06
JPM JPMorgan Chase & Co.	Reduce -6.8%	1.33%	−0.06
VGT Vanguard Info Tech ETF	Reduce -13.5%	0.38%	−0.06
NTAP Netapp Inc.	Reduce -31.4%	0.11%	−0.06
PSX Phillips 66	Reduce -2.0%	0.49%	−0.06
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -9.2%	0.62%	−0.06
SJNK SS SPDR BB St Hi Yield ETF	Reduce -30.6%	0.12%	−0.05
VEA Vanguard Ftse Developed ETF	Reduce -7.9%	1.55%	−0.05
IEI iShares 3-7 Year Treasury Bo	Reduce -10.7%	0.51%	−0.05
SCHD Schwab US DVD Equity ETF	Reduce -9.8%	1.24%	−0.05
QCOM Qualcomm Inc.	Reduce -7.3%	0.15%	−0.04
TRV The Travelers Cos Inc.	Reduce -30.6%	0.15%	−0.04
IEFA iShares Core MSCI Eafe ETF	Reduce -11.1%	0.61%	−0.04
AEP American Electric Power	Reduce -34.2%	0.11%	−0.04
CMI Cummins Inc.	Reduce -28.9%	0.14%	−0.03
COP Conocophillips	Reduce -6.5%	0.16%	−0.03
MET Metlife Inc.	Reduce -27.9%	0.15%	−0.03
XMHQ Invesco S&P Midcap Qual ETF	Reduce -23.2%	0.11%	−0.03
ISTB iShares Core 1-5 Year Usd Bo	Reduce -2.5%	1.89%	−0.03
XOM Exxon Mobil Corp.	Reduce -2.5%	1.10%	−0.03
QQQ Invesco QQQ Trust Series 1	Reduce -4.4%	0.58%	−0.03
AMGN Amgen Inc.	Reduce -13.7%	0.16%	−0.02
PEP Pepsico Inc.	Reduce -6.2%	0.36%	−0.02
FNDF Schwab Fndmn Intl LRG Co. ETF	Reduce -6.2%	1.03%	−0.02
CSX CSX Corp.	Reduce -5.4%	0.36%	−0.01
CAT Caterpillar Inc.	Reduce -18.8%	0.21%	−0.01
SUSA iShares ESG Optimized MSCI U	Reduce -9.0%	0.28%	−0.01
VGIT Vanguard Intermediate-Term T	Reduce -2.5%	2.67%	−0.01
GPC Genuine Parts Co.	Reduce -3.6%	0.19%	−0.01

Portfolio Buys Q2 2024 → Q3 2024


IVV iShares Core S&P 500 ETF	Add +4.3%	10.65%	+0.80
AAPL Apple Inc.	Add +0.5%	3.92%	+0.34
IVE iShares S&P 500 Value ETF	Add +6.8%	2.73%	+0.33
EFA iShares MSCI Eafe ETF	Add +19.9%	1.07%	+0.22
CLX Clorox Company	New	0.11%	+0.11
IWM iShares Russell 2000 ETF	New	0.10%	+0.10
CHTR Charter Communications Inc. Class A	New	0.10%	+0.10
NVDA Nvidia Corp.	Add +11.2%	1.47%	+0.10
IWF iShares Russell 1000 Growth	Add +57.0%	0.27%	+0.10
BRK.B Berkshire Hathaway Inc. Class B	Add +33.1%	0.20%	+0.07
MS Morgan Stanley	Add +4.3%	0.28%	+0.03
ABT Abbott Laboratories	Add +3.0%	0.23%	+0.02
GLW Corning Inc.	Add +3.1%	0.15%	+0.02
DFS Discover Financial Services	Add +6.8%	0.14%	+0.02
VZ Verizon Communications Inc.	Add +0.1%	0.20%	+0.01
RIO Rio Tinto PLC-Spon ADR	Add +0.2%	0.12%	+0.01
HON Honeywell International Inc.	Add +3.3%	0.13%	−0.00
LLY Eli Lilly & Co.	Add +0.5%	1.18%	−0.04
GOOGL Alphabet Inc. Class A	Add +5.4%	0.73%	−0.04
MSFT Microsoft Corp.	Add +2.8%	2.10%	−0.06

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