Peoples Bank

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Peoples Bank reported 97 stock positions worth $169.9 million. Its top holding was Peoples Bancorp (PEBO) at 11.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.7%) and iShares S&P 500 Growth ETF (IVW, 5.8%). Compared with Q3 2024, it opened 2 new positions, sold out of 30, added to 14 and reduced 73. The biggest buy was Peoples Bancorp (PEBO, shares +1%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −23%).

Most Recent 13F
Q2 2026
Location
MARIETTA, OH
CIK
0000934866
Portfolio Value
$169.9M (Q4 2024)
SEC Filing
0000934866-25-000002 ↗ filed Feb 3, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $179.5M Q1 2024 Q2 2024: $192.7M Q2 2024 Q3 2024: $195.8M Q3 2024 Q4 2024: $169.9M $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 97 stocks · $169.9M

PEBO Peoples Bancorp Inc. 11.02% 590,905 $18.7M Add +1.1%
IVV iShares Core S&P 500 ETF 9.69% 27,961 $16.5M Reduce -22.6%
IVW iShares S&P 500 Growth ETF 5.84% 97,637 $9.9M Reduce -0.7%
IJH iShares Core S&P Midcap ETF 5.37% 146,311 $9.1M Reduce -3.9%
AAPL Apple Inc. 3.99% 27,090 $6.8M Reduce -17.7%
SPY SS SPDR S&P 500 ETF Trust-US 3.92% 11,347 $6.7M Reduce -6.4%
IVE iShares S&P 500 Value ETF 3.04% 27,049 $5.2M Reduce -0.3%
IJR iShares Core S&P Small-Cap E 3.02% 44,587 $5.1M Reduce -6.7%
VGIT Vanguard Intermediate-Term T 3.02% 88,382 $5.1M Add +2.0%
IGIB iShares 5-10Y Inv Grade Corp. 2.84% 93,668 $4.8M Add +0.8%
IWB iShares Russell 1000 ETF 2.54% 13,393 $4.3M Reduce -0.7%
ISTB iShares Core 1-5 Year Usd Bo 2.19% 77,832 $3.7M Add +2.2%
CVX Chevron Corp. 2.12% 24,854 $3.6M Reduce -6.1%
MSFT Microsoft Corp. 1.85% 7,445 $3.1M Reduce -22.1%
SHY iShares 1-3 Year Treasury Bo 1.79% 37,072 $3.0M Add +2.3%
PG The Procter & Gamble Co. 1.79% 18,109 $3.0M Reduce -8.8%
VEA Vanguard Ftse Developed ETF 1.62% 57,658 $2.8M Add +0.6%
JPM JPMorgan Chase & Co. 1.47% 10,439 $2.5M Reduce -15.7%
SCHD Schwab US DVD Equity ETF 1.37% 85,022 $2.3M Reduce -1.5%
JPIE JPMorgan Income ETF 1.34% 49,923 $2.3M Add +2.4%
NVDA Nvidia Corp. 1.31% 16,564 $2.2M Reduce -30.4%
META Meta Platforms Inc. Class A 1.19% 3,443 $2.0M Reduce -17.7%
IWR iShares Russell Mid-Cap ETF 1.17% 22,483 $2.0M Reduce -1.1%
AMZN Amazon.com Inc. 1.08% 8,373 $1.8M Reduce -24.0%
LLY Eli Lilly & Co. 1.05% 2,314 $1.8M Reduce -11.7%
XOM Exxon Mobil Corp. 1.03% 16,198 $1.7M Reduce -12.0%
ORCL Oracle Corp. 0.94% 9,629 $1.6M Reduce -5.8%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.85% 43,366 $1.4M Reduce -19.3%
FISV Fiserv Inc. 0.82% 6,770 $1.4M Reduce -5.3%
LII Lennox International Inc. 0.81% 2,264 $1.4M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.72% 23,516 $1.2M Add +1.8%
DE Deere & Co. 0.65% 2,615 $1.1M Reduce -1.1%
COST Costco Wholesale Corp. 0.63% 1,169 $1.1M Reduce -16.4%
HD Home Depot Inc. 0.62% 2,702 $1.1M Reduce -20.5%
GOOGL Alphabet Inc. Class A 0.62% 5,546 $1.0M Reduce -35.7%
QQQ Invesco QQQ Trust Series 1 0.61% 2,021 $1.0M Reduce -12.9%
IEFA iShares Core MSCI Eafe ETF 0.57% 13,717 $964K Reduce -9.8%
ESCA Escalade Inc. 0.56% 67,126 $959K Reduce -5.0%
IEI iShares 3-7 Year Treasury Bo 0.56% 8,269 $955K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.53% 20,617 $906K Reduce -1.9%
MRK Merck & Co. Inc. 0.51% 8,715 $867K Reduce -19.4%
SDY SS SPDR S&P Dividend ETF 0.49% 6,355 $839K Reduce -0.1%
PSX Phillips 66 0.47% 6,944 $791K Reduce -5.2%
MCD McDonald's Corp. 0.45% 2,624 $761K Reduce -22.9%
VGT Vanguard Info Tech ETF 0.44% 1,206 $750K Reduce -5.2%
JNJ Johnson & Johnson 0.44% 5,156 $746K Reduce -26.9%
EFA iShares MSCI Eafe ETF 0.44% 9,833 $743K Reduce -60.7%
LOW Lowe's Cos Inc. 0.42% 2,917 $720K Reduce -1.5%
UNP Union Pacific Corp. 0.39% 2,936 $670K Reduce -16.1%
CSX CSX Corp. 0.38% 19,803 $639K Reduce -1.8%
MS Morgan Stanley 0.37% 4,970 $625K Reduce -7.1%
AVGO Broadcom Inc. 0.35% 2,550 $591K Reduce -55.9%
VTI VG Morningstar TS MKT ETF-US 0.35% 2,033 $589K Add +56.5%
CTAS Cintas Corp. 0.32% 2,975 $544K Reduce -10.0%
DHI D.R. Horton Inc. 0.31% 3,725 $521K Reduce -1.5%
UNH Unitedhealth Group Inc. 0.30% 1,024 $518K Reduce -24.1%
IWF iShares Russell 1000 Growth 0.30% 1,270 $510K Reduce -10.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 2,099 $461K Reduce -31.6%
AMAT Applied Materials Inc. 0.26% 2,740 $446K Reduce -10.2%
PEP Pepsico Inc. 0.26% 2,868 $436K Reduce -30.8%
CSCO Cisco Systems Inc. 0.25% 7,190 $426K Reduce -26.7%
SHW The Sherwin-Williams Co. 0.25% 1,237 $420K Reduce -1.0%
ABBV Abbvie Inc. 0.24% 2,268 $403K Reduce -39.9%
IGM iShares Expanded Tech Sector 0.24% 3,917 $400K Reduce -0.3%
ABT Abbott Laboratories 0.23% 3,528 $399K Reduce -12.1%
SYK Stryker Corp. 0.23% 1,105 $398K Reduce -12.8%
KR Kroger Co. 0.23% 6,333 $387K Reduce -4.9%
COP Conocophillips 0.21% 3,678 $365K Add +21.0%
NEE Nextera Energy Inc. 0.21% 5,077 $364K Reduce -1.5%
V Visa Inc. Class A 0.21% 1,135 $359K Reduce -24.0%
BMY Bristol-Myers Squibb Co. 0.19% 5,711 $323K Add +3.0%
IYW iShares Ustechnology ETF 0.18% 1,954 $312K No change
PRU Prudential Financial Inc. 0.18% 2,622 $311K Reduce -27.4%
GLW Corning Inc. 0.18% 6,336 $301K Reduce -1.1%
LIN Linde PLC 0.17% 705 $295K No change
GPC Genuine Parts Co. 0.17% 2,500 $292K Reduce -6.5%
DSI iShares ESG MSCI KLD 400 ETF 0.17% 2,611 $288K Reduce -29.1%
KO The Coca-Cola Co. 0.16% 4,496 $280K Reduce -42.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.16% 1,603 $271K Add +7.4%
UBSI United Bankshares Inc. 0.16% 7,044 $265K No change
PGR Progressive Corp. 0.16% 1,103 $264K Reduce -2.8%
NFLX Netflix Inc. 0.15% 285 $254K Reduce -38.3%
PPG PPG Industries Inc. 0.15% 2,110 $252K Reduce -0.7%
RTX RTX Corp. 0.15% 2,158 $250K Reduce -5.3%
HON Honeywell International Inc. 0.14% 1,084 $245K Reduce -13.9%
IWM iShares Russell 2000 ETF 0.14% 1,104 $244K Add +18.7%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.14% 3,000 $236K Reduce -52.2%
XMHQ Invesco S&P Midcap Qual ETF 0.14% 2,379 $234K Add +14.4%
SJNK SS SPDR BB St Hi Yield ETF 0.14% 9,094 $230K No change
WMT Walmart Inc. 0.13% 2,521 $228K Reduce -23.7%
BP BP PLC-Spons ADR 0.13% 7,567 $224K No change
ATSG Air Transport Services Group 0.13% 9,832 $216K New
CLX Clorox Company 0.13% 1,325 $215K No change
CHTR Charter Communications Inc. Class A 0.12% 615 $211K Reduce -2.4%
ANET Arista Networks Inc. 0.12% 1,868 $206K Reduce -18.6%
CME Cme Group Inc. 0.12% 875 $203K New
DHR Danaher Corp. 0.12% 885 $203K Reduce -14.5%

Portfolio Sells Q3 2024 → Q4 2024

IVV iShares Core S&P 500 ETF Reduce -22.6% 9.69% −0.96
EFA iShares MSCI Eafe ETF Reduce -60.7% 0.44% −0.63
SUSA iShares ESG Optimized MSCI U Sold out 0.00% −0.28
MSFT Microsoft Corp. Reduce -22.1% 1.85% −0.25
TXN Texas Instruments Inc. Sold out 0.00% −0.24
PFE Pfizer Inc. Sold out 0.00% −0.21
CAT Caterpillar Inc. Sold out 0.00% −0.21
VZ Verizon Communications Inc. Sold out 0.00% −0.20
BRK.B Berkshire Hathaway Inc. Class B Sold out 0.00% −0.20
LMT Lockheed Martin Corp. Sold out 0.00% −0.18
MDT Medtronic PLC Sold out 0.00% −0.18
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -19.3% 0.85% −0.18
NVDA Nvidia Corp. Reduce -30.4% 1.31% −0.17
AMGN Amgen Inc. Sold out 0.00% −0.16
AVGO Broadcom Inc. Reduce -55.9% 0.35% −0.16
BLK BlackRock Finance Inc. Sold out 0.00% −0.16
HIG Hartford Insurance Group Inc. Sold out 0.00% −0.16
QCOM Qualcomm Inc. Sold out 0.00% −0.15
TRV The Travelers Cos Inc. Sold out 0.00% −0.15
MET Metlife Inc. Sold out 0.00% −0.15
JNJ Johnson & Johnson Reduce -26.9% 0.44% −0.14
ABBV Abbvie Inc. Reduce -39.9% 0.24% −0.14
CMI Cummins Inc. Sold out 0.00% −0.14
DFS Discover Financial Services Sold out 0.00% −0.14
CMCSA Comcast Corp. Class A Sold out 0.00% −0.14
OMC Omnicom Group Sold out 0.00% −0.14
PKG Packaging Corp. of America Sold out 0.00% −0.14
PEG Public Service Enterprise GP Sold out 0.00% −0.13
LLY Eli Lilly & Co. Reduce -11.7% 1.05% −0.13
PM Philip Morris International Sold out 0.00% −0.13
ITW Illinois Tool Works Sold out 0.00% −0.13
PH Parker Hannifin Corp. Sold out 0.00% −0.13
KO The Coca-Cola Co. Reduce -42.6% 0.16% −0.12
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -52.2% 0.14% −0.12
MRK Merck & Co. Inc. Reduce -19.4% 0.51% −0.12
C Citigroup Inc. Sold out 0.00% −0.12
RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −0.12
AEP American Electric Power Sold out 0.00% −0.11
GOOGL Alphabet Inc. Class A Reduce -35.7% 0.62% −0.11
ETN Eaton Corp. PLC Sold out 0.00% −0.11
NTAP Netapp Inc. Sold out 0.00% −0.11
MBB iShares MBS ETF Sold out 0.00% −0.10
PEP Pepsico Inc. Reduce -30.8% 0.26% −0.10
UNH Unitedhealth Group Inc. Reduce -24.1% 0.30% −0.10
HD Home Depot Inc. Reduce -20.5% 0.62% −0.08
MCD McDonald's Corp. Reduce -22.9% 0.45% −0.08
XOM Exxon Mobil Corp. Reduce -12.0% 1.03% −0.08
IBM Intl Business Machines Corp. Reduce -31.6% 0.27% −0.07
F Ford Motor Co. Sold out 0.00% −0.07
DHI D.R. Horton Inc. Reduce -1.5% 0.31% −0.06

Portfolio Buys Q3 2024 → Q4 2024

PEBO Peoples Bancorp Inc. Add +1.1% 11.02% +2.04
VGIT Vanguard Intermediate-Term T Add +2.0% 3.02% +0.34
ISTB iShares Core 1-5 Year Usd Bo Add +2.2% 2.19% +0.30
IGIB iShares 5-10Y Inv Grade Corp. Add +0.8% 2.84% +0.29
SHY iShares 1-3 Year Treasury Bo Add +2.3% 1.79% +0.25
JPIE JPMorgan Income ETF Add +2.4% 1.34% +0.19
VTI VG Morningstar TS MKT ETF-US Add +56.5% 0.35% +0.16
ATSG Air Transport Services Group New 0.13% +0.13
CME Cme Group Inc. New 0.12% +0.12
IGSB iShares 1-5Y Inv Grade Corp. Add +1.8% 0.72% +0.09
VEA Vanguard Ftse Developed ETF Add +0.6% 1.62% +0.08
COP Conocophillips Add +21.0% 0.21% +0.05
BMY Bristol-Myers Squibb Co. Add +3.0% 0.19% +0.04
IWM iShares Russell 2000 ETF Add +18.7% 0.14% +0.04
XMHQ Invesco S&P Midcap Qual ETF Add +14.4% 0.14% +0.03
VTV Vanguard Mrngstr Val ETF-Aui Add +7.4% 0.16% +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