Peoples Bank

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

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Peoples Bank reported 94 stock positions worth $152.4 million. Its top holding was Peoples Bancorp (PEBO) at 11.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 10.1%) and iShares S&P 500 Growth ETF (IVW, 6.1%). Compared with Q4 2024, it opened 4 new positions, sold out of 7, added to 7 and reduced 73. The biggest buy was a new position in Dimensional International Va (DFIV) and the biggest sale Apple (AAPL, shares −30%).

Most Recent 13F: Q2 2026
Location: MARIETTA, OH
CIK: 0000934866
Portfolio Value: $152.4M (Q1 2025)
SEC Filing: 0000934866-25-000004 ↗ filed Apr 30, 2025

Holdings Value

Holdings 94 stocks · $152.4M


PEBO Peoples Bancorp Inc.	11.09%	569,762	$16.9M	Reduce -3.6%
IVV iShares Core S&P 500 ETF	10.08%	27,357	$15.4M	Reduce -2.2%
IVW iShares S&P 500 Growth ETF	6.06%	99,509	$9.2M	Add +1.9%
IJH iShares Core S&P Midcap ETF	5.59%	145,975	$8.5M	Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US	3.94%	10,742	$6.0M	Reduce -5.3%
VGIT Vanguard Intermediate-Term T	3.42%	87,673	$5.2M	Reduce -0.8%
IGIB iShares 5-10Y Inv Grade Corp.	3.21%	93,262	$4.9M	Reduce -0.4%
IJR iShares Core S&P Small-Cap E	2.96%	43,097	$4.5M	Reduce -3.3%
IVE iShares S&P 500 Value ETF	2.90%	23,184	$4.4M	Reduce -14.3%
AAPL Apple Inc.	2.77%	19,029	$4.2M	Reduce -29.8%
IWB iShares Russell 1000 ETF	2.62%	13,018	$4.0M	Reduce -2.8%
CVX Chevron Corp.	2.59%	23,629	$4.0M	Reduce -4.9%
ISTB iShares Core 1-5 Year Usd Bo	2.45%	77,110	$3.7M	Reduce -0.9%
SHY iShares 1-3 Year Treasury Bo	2.03%	37,316	$3.1M	Add +0.7%
PG The Procter & Gamble Co.	1.91%	17,064	$2.9M	Reduce -5.8%
VEA Vanguard Ftse Developed ETF	1.89%	56,785	$2.9M	Reduce -1.5%
JPIE JPMorgan Income ETF	1.62%	53,476	$2.5M	Add +7.1%
JPM JPMorgan Chase & Co.	1.60%	9,943	$2.4M	Reduce -4.8%
MSFT Microsoft Corp.	1.49%	6,031	$2.3M	Reduce -19.0%
SCHD Schwab US DVD Equity ETF	1.42%	77,497	$2.2M	Reduce -8.8%
META Meta Platforms Inc. Class A	1.26%	3,331	$1.9M	Reduce -3.3%
IWR iShares Russell Mid-Cap ETF	1.25%	22,384	$1.9M	Reduce -0.4%
XOM Exxon Mobil Corp.	1.18%	15,161	$1.8M	Reduce -6.4%
AMZN Amazon.com Inc.	1.01%	8,127	$1.5M	Reduce -2.9%
DFIV Dimensional International Va	0.84%	32,417	$1.3M	New
LII Lennox International Inc.	0.83%	2,264	$1.3M	No change
IGSB iShares 1-5Y Inv Grade Corp.	0.81%	23,455	$1.2M	Reduce -0.3%
ORCL Oracle Corp.	0.76%	8,260	$1.2M	Reduce -14.2%
ESCA Escalade Inc.	0.67%	67,126	$1.0M	No change
NVDA Nvidia Corp.	0.65%	9,112	$988K	Reduce -45.0%
HD Home Depot Inc.	0.64%	2,658	$974K	Reduce -1.6%
IEFA iShares Core MSCI Eafe ETF	0.59%	11,799	$893K	Reduce -14.0%
COST Costco Wholesale Corp.	0.58%	942	$891K	Reduce -19.4%
SDY SS SPDR S&P Dividend ETF	0.56%	6,305	$855K	Reduce -0.8%
DE Deere & Co.	0.56%	1,822	$855K	Reduce -30.3%
IEI iShares 3-7 Year Treasury Bo	0.55%	7,069	$835K	Reduce -14.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.54%	19,682	$821K	Reduce -4.5%
MCD McDonald's Corp.	0.52%	2,561	$800K	Reduce -2.4%
PSX Phillips 66	0.52%	6,439	$795K	Reduce -7.3%
EFA iShares MSCI Eafe ETF	0.48%	9,025	$738K	Reduce -8.2%
MRK Merck & Co. Inc.	0.48%	8,200	$736K	Reduce -5.9%
UNP Union Pacific Corp.	0.45%	2,931	$692K	Reduce -0.2%
GOOGL Alphabet Inc. Class A	0.44%	4,357	$674K	Reduce -21.4%
QQQ Invesco QQQ Trust Series 1	0.43%	1,405	$659K	Reduce -30.5%
LOW Lowe's Cos Inc.	0.42%	2,742	$640K	Reduce -6.0%
LLY Eli Lilly & Co.	0.42%	767	$633K	Reduce -66.8%
FISV Fiserv Inc.	0.38%	2,605	$575K	Reduce -61.5%
VGT Vanguard Info Tech ETF	0.37%	1,027	$557K	Reduce -14.8%
CSX CSX Corp.	0.36%	18,828	$554K	Reduce -4.9%
CTAS Cintas Corp.	0.36%	2,680	$551K	Reduce -9.9%
MS Morgan Stanley	0.36%	4,695	$548K	Reduce -5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.34%	2,089	$519K	Reduce -0.5%
DHI D.R. Horton Inc.	0.31%	3,675	$467K	Reduce -1.3%
VTI VG Morningstar TS MKT ETF-US	0.30%	1,665	$458K	Reduce -18.1%
IWF iShares Russell 1000 Growth	0.30%	1,246	$450K	Reduce -1.9%
JNJ Johnson & Johnson	0.29%	2,652	$440K	Reduce -48.6%
ABT Abbott Laboratories	0.28%	3,270	$434K	Reduce -7.3%
UNH Unitedhealth Group Inc.	0.28%	826	$433K	Reduce -19.3%
V Visa Inc. Class A	0.28%	1,210	$424K	Add +6.6%
VRIG Invesco Variable Rate Invest	0.28%	16,891	$424K	New
KR Kroger Co.	0.28%	6,213	$421K	Reduce -1.9%
CSCO Cisco Systems Inc.	0.27%	6,642	$410K	Reduce -7.6%
SYK Stryker Corp.	0.26%	1,085	$404K	Reduce -1.8%
PEP Pepsico Inc.	0.25%	2,509	$376K	Reduce -12.5%
SHW The Sherwin-Williams Co.	0.25%	1,073	$375K	Reduce -13.3%
ABBV Abbvie Inc.	0.24%	1,754	$367K	Reduce -22.7%
LIN Linde PLC	0.24%	778	$362K	Add +10.3%
AVGO Broadcom Inc.	0.23%	2,108	$353K	Reduce -17.3%
AMAT Applied Materials Inc.	0.23%	2,365	$343K	Reduce -13.7%
BMY Bristol-Myers Squibb Co.	0.22%	5,419	$331K	Reduce -5.1%
VTEB Vanguard Tax-Exempt Bond ETF	0.20%	6,240	$310K	New
GPC Genuine Parts Co.	0.19%	2,435	$290K	Reduce -2.6%
GLW Corning Inc.	0.19%	6,300	$288K	Reduce -0.6%
VTV Vanguard Mrngstr Val ETF-Aui	0.19%	1,657	$286K	Add +3.4%
PRU Prudential Financial Inc.	0.19%	2,549	$285K	Reduce -2.8%
COP Conocophillips	0.18%	2,614	$275K	Reduce -28.9%
IYW iShares Ustechnology ETF	0.18%	1,926	$270K	Reduce -1.4%
IWM iShares Russell 2000 ETF	0.17%	1,332	$266K	Add +20.6%
PGR Progressive Corp.	0.17%	931	$263K	Reduce -15.6%
RTX RTX Corp.	0.17%	1,938	$257K	Reduce -10.2%
MEAR Ishrs Short Mat Muni Act ETF	0.17%	5,104	$256K	New
BP BP PLC-Spons ADR	0.17%	7,567	$256K	No change
NEE Nextera Energy Inc.	0.16%	3,508	$249K	Reduce -30.9%
UBSI United Bankshares Inc.	0.16%	7,044	$244K	No change
NFLX Netflix Inc.	0.16%	258	$241K	Reduce -9.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.16%	3,000	$237K	No change
KO The Coca-Cola Co.	0.15%	3,248	$233K	Reduce -27.8%
CME Cme Group Inc.	0.15%	875	$232K	No change
PPG PPG Industries Inc.	0.15%	2,110	$231K	No change
SJNK SS SPDR BB St Hi Yield ETF	0.15%	9,094	$229K	No change
CHTR Charter Communications Inc. Class A	0.15%	615	$227K	No change
HON Honeywell International Inc.	0.15%	1,055	$223K	Reduce -2.7%
ATSG Air Transport Services Group	0.14%	9,832	$221K	No change
WMT Walmart Inc.	0.14%	2,431	$213K	Reduce -3.6%

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -29.8%	2.77%	−1.22
FNDF Schwab Fndmn Intl LRG Co. ETF	Sold out	0.00%	−0.85
NVDA Nvidia Corp.	Reduce -45.0%	0.65%	−0.66
LLY Eli Lilly & Co.	Reduce -66.8%	0.42%	−0.64
FISV Fiserv Inc.	Reduce -61.5%	0.38%	−0.44
MSFT Microsoft Corp.	Reduce -19.0%	1.49%	−0.36
IGM iShares Expanded Tech Sector	Sold out	0.00%	−0.24
ORCL Oracle Corp.	Reduce -14.2%	0.76%	−0.19
GOOGL Alphabet Inc. Class A	Reduce -21.4%	0.44%	−0.18
QQQ Invesco QQQ Trust Series 1	Reduce -30.5%	0.43%	−0.18
DSI iShares ESG MSCI KLD 400 ETF	Sold out	0.00%	−0.17
JNJ Johnson & Johnson	Reduce -48.6%	0.29%	−0.15
IVE iShares S&P 500 Value ETF	Reduce -14.3%	2.90%	−0.14
XMHQ Invesco S&P Midcap Qual ETF	Sold out	0.00%	−0.14
CLX Clorox Company	Sold out	0.00%	−0.13
ANET Arista Networks Inc.	Sold out	0.00%	−0.12
DHR Danaher Corp.	Sold out	0.00%	−0.12
AVGO Broadcom Inc.	Reduce -17.3%	0.23%	−0.12
DE Deere & Co.	Reduce -30.3%	0.56%	−0.09
VGT Vanguard Info Tech ETF	Reduce -14.8%	0.37%	−0.08
IJR iShares Core S&P Small-Cap E	Reduce -3.3%	2.96%	−0.07
AMZN Amazon.com Inc.	Reduce -2.9%	1.01%	−0.07
NEE Nextera Energy Inc.	Reduce -30.9%	0.16%	−0.05
VTI VG Morningstar TS MKT ETF-US	Reduce -18.1%	0.30%	−0.05
COST Costco Wholesale Corp.	Reduce -19.4%	0.58%	−0.05
AMAT Applied Materials Inc.	Reduce -13.7%	0.23%	−0.04
COP Conocophillips	Reduce -28.9%	0.18%	−0.03
MRK Merck & Co. Inc.	Reduce -5.9%	0.48%	−0.03
UNH Unitedhealth Group Inc.	Reduce -19.3%	0.28%	−0.02
IEI iShares 3-7 Year Treasury Bo	Reduce -14.5%	0.55%	−0.01
CSX CSX Corp.	Reduce -4.9%	0.36%	−0.01
KO The Coca-Cola Co.	Reduce -27.8%	0.15%	−0.01
PEP Pepsico Inc.	Reduce -12.5%	0.25%	−0.01
MS Morgan Stanley	Reduce -5.5%	0.36%	−0.01
IYW iShares Ustechnology ETF	Reduce -1.4%	0.18%	−0.01
IWF iShares Russell 1000 Growth	Reduce -1.9%	0.30%	−0.01
LOW Lowe's Cos Inc.	Reduce -6.0%	0.42%	−0.00
SHW The Sherwin-Williams Co.	Reduce -13.3%	0.25%	−0.00
DHI D.R. Horton Inc.	Reduce -1.3%	0.31%	−0.00
HON Honeywell International Inc.	Reduce -2.7%	0.15%	+0.00
ABBV Abbvie Inc.	Reduce -22.7%	0.24%	+0.00
PRU Prudential Financial Inc.	Reduce -2.8%	0.19%	+0.00
BAC Bank of America Corp.	Reduce -4.5%	0.54%	+0.01
WMT Walmart Inc.	Reduce -3.6%	0.14%	+0.01
NFLX Netflix Inc.	Reduce -9.5%	0.16%	+0.01
GLW Corning Inc.	Reduce -0.6%	0.19%	+0.01
PGR Progressive Corp.	Reduce -15.6%	0.17%	+0.02
IEFA iShares Core MSCI Eafe ETF	Reduce -14.0%	0.59%	+0.02
CSCO Cisco Systems Inc.	Reduce -7.6%	0.27%	+0.02
GPC Genuine Parts Co.	Reduce -2.6%	0.19%	+0.02

Portfolio Buys Q4 2024 → Q1 2025


DFIV Dimensional International Va	New	0.84%	+0.84
VRIG Invesco Variable Rate Invest	New	0.28%	+0.28
JPIE JPMorgan Income ETF	Add +7.1%	1.62%	+0.28
SHY iShares 1-3 Year Treasury Bo	Add +0.7%	2.03%	+0.24
IVW iShares S&P 500 Growth ETF	Add +1.9%	6.06%	+0.22
VTEB Vanguard Tax-Exempt Bond ETF	New	0.20%	+0.20
MEAR Ishrs Short Mat Muni Act ETF	New	0.17%	+0.17
V Visa Inc. Class A	Add +6.6%	0.28%	+0.07
LIN Linde PLC	Add +10.3%	0.24%	+0.06
IWM iShares Russell 2000 ETF	Add +20.6%	0.17%	+0.03
VTV Vanguard Mrngstr Val ETF-Aui	Add +3.4%	0.19%	+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