Peoples Bank

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Peoples Bank reported 97 stock positions worth $161.9 million. Its top holding was Peoples Bancorp (PEBO) at 10.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 10.2%) and iShares S&P 500 Growth ETF (IVW, 6.7%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 23 and reduced 54. The biggest buy was a new position in iShares Core Dividend ETF (DIVB) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −85%).

Most Recent 13F
Q2 2026
Location
MARIETTA, OH
CIK
0000934866
Portfolio Value
$161.9M (Q2 2025)
SEC Filing
0000934866-25-000009 ↗ filed Jul 22, 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 Q4 2024 Q1 2025: $152.4M Q1 2025 Q2 2025: $161.9M $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 · $161.9M
PEBO Peoples Bancorp Inc. 10.68% 566,234 $17.3M Reduce -0.6%
IVV iShares Core S&P 500 ETF 10.22% 26,633 $16.5M Reduce -2.6%
IVW iShares S&P 500 Growth ETF 6.66% 97,926 $10.8M Reduce -1.6%
IJH iShares Core S&P Midcap ETF 5.19% 135,538 $8.4M Reduce -7.2%
SPY SS SPDR S&P 500 ETF Trust-US 4.00% 10,472 $6.5M Reduce -2.5%
VGIT Vanguard Intermediate-Term T 3.80% 102,861 $6.2M Add +17.3%
IVE iShares S&P 500 Value ETF 2.95% 24,461 $4.8M Add +5.5%
IWB iShares Russell 1000 ETF 2.73% 12,998 $4.4M Reduce -0.1%
IGIB iShares 5-10Y Inv Grade Corp. 2.69% 81,800 $4.4M Reduce -12.3%
IJR iShares Core S&P Small-Cap E 2.65% 39,174 $4.3M Reduce -9.1%
ISTB iShares Core 1-5 Year Usd Bo 2.36% 78,492 $3.8M Add +1.8%
AAPL Apple Inc. 2.33% 18,412 $3.8M Reduce -3.2%
SHY iShares 1-3 Year Treasury Bo 2.21% 43,181 $3.6M Add +15.7%
VEA Vanguard Ftse Developed ETF 2.17% 61,576 $3.5M Add +8.4%
CVX Chevron Corp. 2.09% 23,634 $3.4M Add +0.0%
MSFT Microsoft Corp. 1.81% 5,902 $2.9M Reduce -2.1%
JPM JPMorgan Chase & Co. 1.77% 9,868 $2.9M Reduce -0.8%
PG The Procter & Gamble Co. 1.67% 16,978 $2.7M Reduce -0.5%
META Meta Platforms Inc. Class A 1.53% 3,365 $2.5M Add +1.0%
NVDA Nvidia Corp. 1.39% 14,205 $2.2M Add +55.9%
JPIE JPMorgan Income ETF 1.34% 46,869 $2.2M Reduce -12.4%
AMZN Amazon.com Inc. 1.10% 8,133 $1.8M Add +0.1%
IWR iShares Russell Mid-Cap ETF 1.09% 19,195 $1.8M Reduce -14.3%
ORCL Oracle Corp. 1.07% 7,899 $1.7M Reduce -4.4%
DFIV Dimensional International Va 1.03% 38,995 $1.7M Add +20.3%
DIVB iShares Core Dividend ETF 1.01% 32,602 $1.6M New
XOM Exxon Mobil Corp. 0.99% 14,919 $1.6M Reduce -1.6%
LII Lennox International Inc. 0.80% 2,264 $1.3M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.78% 23,984 $1.3M Add +2.3%
IEFA iShares Core MSCI Eafe ETF 0.61% 11,918 $995K Add +1.0%
HD Home Depot Inc. 0.60% 2,638 $967K Reduce -0.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.60% 20,432 $967K Add +3.8%
ESCA Escalade Inc. 0.58% 67,126 $938K No change
DE Deere & Co. 0.58% 1,842 $937K Add +1.1%
COST Costco Wholesale Corp. 0.57% 926 $917K Reduce -1.7%
SDY SS SPDR S&P Dividend ETF 0.54% 6,401 $869K Add +1.5%
IEI iShares 3-7 Year Treasury Bo 0.52% 7,069 $842K No change
MU Micron Technology Inc. 0.50% 6,585 $812K New
MCD McDonald's Corp. 0.47% 2,581 $754K Add +0.8%
EFA iShares MSCI Eafe ETF 0.46% 8,413 $752K Reduce -6.8%
PSX Phillips 66 0.46% 6,289 $750K Reduce -2.3%
TSM Taiwan Semiconductor-SP ADR 0.44% 3,168 $718K New
MS Morgan Stanley 0.43% 4,945 $697K Add +5.3%
QQQ Invesco QQQ Trust Series 1 0.43% 1,254 $692K Reduce -10.8%
GOOGL Alphabet Inc. Class A 0.43% 3,911 $689K Reduce -10.2%
UNP Union Pacific Corp. 0.42% 2,931 $674K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.41% 2,234 $659K Add +6.9%
VGT Vanguard Info Tech ETF 0.40% 984 $653K Reduce -4.2%
MRK Merck & Co. Inc. 0.39% 7,942 $629K Reduce -3.1%
LOW Lowe's Cos Inc. 0.38% 2,737 $607K Reduce -0.2%
CSX CSX Corp. 0.37% 18,578 $606K Reduce -1.3%
LLY Eli Lilly & Co. 0.36% 739 $576K Reduce -3.6%
CTAS Cintas Corp. 0.35% 2,570 $573K Reduce -4.1%
AVGO Broadcom Inc. 0.33% 1,959 $540K Reduce -7.1%
IWF iShares Russell 1000 Growth 0.33% 1,245 $529K Reduce -0.1%
CSCO Cisco Systems Inc. 0.32% 7,472 $518K Add +12.5%
DHI D.R. Horton Inc. 0.29% 3,675 $474K No change
ABBV Abbvie Inc. 0.28% 2,461 $457K Add +40.3%
FISV Fiserv Inc. 0.27% 2,531 $436K Reduce -2.8%
ABT Abbott Laboratories 0.27% 3,195 $435K Reduce -2.3%
KR Kroger Co. 0.27% 6,033 $433K Reduce -2.9%
AMAT Applied Materials Inc. 0.26% 2,300 $421K Reduce -2.8%
SYK Stryker Corp. 0.26% 1,045 $413K Reduce -3.7%
V Visa Inc. Class A 0.25% 1,123 $399K Reduce -7.2%
JNJ Johnson & Johnson 0.24% 2,544 $389K Reduce -4.1%
VTI VG Morningstar TS MKT ETF-US 0.24% 1,273 $387K Reduce -23.5%
SHW The Sherwin-Williams Co. 0.22% 1,044 $358K Reduce -2.7%
LIN Linde PLC 0.22% 757 $355K Reduce -2.7%
PEP Pepsico Inc. 0.21% 2,586 $341K Add +3.1%
IYW iShares Ustechnology ETF 0.21% 1,926 $334K No change
GLW Corning Inc. 0.20% 6,050 $318K Reduce -4.0%
NFLX Netflix Inc. 0.19% 227 $304K Reduce -12.0%
SCHD Schwab US DVD Equity ETF 0.19% 11,459 $304K Reduce -85.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.18% 6,041 $296K Reduce -3.2%
RTX RTX Corp. 0.17% 1,933 $282K Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.17% 1,557 $275K Reduce -6.0%
PRU Prudential Financial Inc. 0.17% 2,549 $274K No change
UBSI United Bankshares Inc. 0.16% 7,044 $257K No change
WMT Walmart Inc. 0.16% 2,602 $254K Add +7.0%
CHTR Charter Communications Inc. Class A 0.16% 615 $251K No change
MEAR Ishrs Short Mat Muni Act ETF 0.15% 4,935 $248K Reduce -3.3%
HON Honeywell International Inc. 0.15% 1,055 $246K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.15% 3,000 $242K No change
CME Cme Group Inc. 0.15% 875 $241K No change
GPC Genuine Parts Co. 0.15% 1,950 $237K Reduce -19.9%
KO The Coca-Cola Co. 0.14% 3,298 $233K Add +1.5%
SJNK SS SPDR BB St Hi Yield ETF 0.14% 9,094 $232K No change
PPG PPG Industries Inc. 0.14% 2,030 $231K Reduce -3.8%
IWM iShares Russell 2000 ETF 0.14% 1,062 $229K Reduce -20.3%
BP BP PLC-Spons ADR 0.14% 7,567 $226K No change
BMY Bristol-Myers Squibb Co. 0.14% 4,819 $223K Reduce -11.1%
NEE Nextera Energy Inc. 0.14% 3,175 $220K Reduce -9.5%
COP Conocophillips 0.14% 2,450 $220K Reduce -6.3%
PGR Progressive Corp. 0.13% 804 $215K Reduce -13.6%
BSV Vanguard Short-Term Bond ETF 0.13% 2,685 $211K New
GEHC GE Healthcare Technology 0.13% 2,809 $208K New
JBS JBS NV-A 0.11% 12,500 $183K New

Portfolio Sells Q1 2025 → Q2 2025
SCHD Schwab US DVD Equity ETF Reduce -85.2% 0.19% −1.23
IGIB iShares 5-10Y Inv Grade Corp. Reduce -12.3% 2.69% −0.52
AAPL Apple Inc. Reduce -3.2% 2.33% −0.44
PEBO Peoples Bancorp Inc. Reduce -0.6% 10.68% −0.40
IJH iShares Core S&P Midcap ETF Reduce -7.2% 5.19% −0.39
IJR iShares Core S&P Small-Cap E Reduce -9.1% 2.65% −0.31
UNH Unitedhealth Group Inc. Sold out 0.00% −0.28
VRIG Invesco Variable Rate Invest Sold out 0.00% −0.28
JPIE JPMorgan Income ETF Reduce -12.4% 1.34% −0.27
PG The Procter & Gamble Co. Reduce -0.5% 1.67% −0.24
XOM Exxon Mobil Corp. Reduce -1.6% 0.99% −0.19
IWR iShares Russell Mid-Cap ETF Reduce -14.3% 1.09% −0.16
ATSG Air Transport Services Group Sold out 0.00% −0.14
FISV Fiserv Inc. Reduce -2.8% 0.27% −0.11
MRK Merck & Co. Inc. Reduce -3.1% 0.39% −0.09
BMY Bristol-Myers Squibb Co. Reduce -11.1% 0.14% −0.08
VTI VG Morningstar TS MKT ETF-US Reduce -23.5% 0.24% −0.06
LLY Eli Lilly & Co. Reduce -3.6% 0.36% −0.06
PSX Phillips 66 Reduce -2.3% 0.46% −0.06
JNJ Johnson & Johnson Reduce -4.1% 0.24% −0.05
LOW Lowe's Cos Inc. Reduce -0.2% 0.38% −0.04
COP Conocophillips Reduce -6.3% 0.14% −0.04
GPC Genuine Parts Co. Reduce -19.9% 0.15% −0.04
HD Home Depot Inc. Reduce -0.8% 0.60% −0.04
PGR Progressive Corp. Reduce -13.6% 0.13% −0.04
IWM iShares Russell 2000 ETF Reduce -20.3% 0.14% −0.03
V Visa Inc. Class A Reduce -7.2% 0.25% −0.03
NEE Nextera Energy Inc. Reduce -9.5% 0.14% −0.03
SHW The Sherwin-Williams Co. Reduce -2.7% 0.22% −0.02
VTEB Vanguard Tax-Exempt Bond ETF Reduce -3.2% 0.18% −0.02
EFA iShares MSCI Eafe ETF Reduce -6.8% 0.46% −0.02
LIN Linde PLC Reduce -2.7% 0.22% −0.02
COST Costco Wholesale Corp. Reduce -1.7% 0.57% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -6.0% 0.17% −0.02
ABT Abbott Laboratories Reduce -2.3% 0.27% −0.02
GOOGL Alphabet Inc. Class A Reduce -10.2% 0.43% −0.02
MEAR Ishrs Short Mat Muni Act ETF Reduce -3.3% 0.15% −0.01
SYK Stryker Corp. Reduce -3.7% 0.26% −0.01
PPG PPG Industries Inc. Reduce -3.8% 0.14% −0.01
KR Kroger Co. Reduce -2.9% 0.27% −0.01
CTAS Cintas Corp. Reduce -4.1% 0.35% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -10.8% 0.43% −0.00
RTX RTX Corp. Reduce -0.3% 0.17% +0.01
GLW Corning Inc. Reduce -4.0% 0.20% +0.01
CSX CSX Corp. Reduce -1.3% 0.37% +0.01
NFLX Netflix Inc. Reduce -12.0% 0.19% +0.03
IWF iShares Russell 1000 Growth Reduce -0.1% 0.33% +0.03
AMAT Applied Materials Inc. Reduce -2.8% 0.26% +0.04
VGT Vanguard Info Tech ETF Reduce -4.2% 0.40% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.5% 4.00% +0.06

Portfolio Buys Q1 2025 → Q2 2025
DIVB iShares Core Dividend ETF New 1.01% +1.01
NVDA Nvidia Corp. Add +55.9% 1.39% +0.74
MU Micron Technology Inc. New 0.50% +0.50
TSM Taiwan Semiconductor-SP ADR New 0.44% +0.44
VGIT Vanguard Intermediate-Term T Add +17.3% 3.80% +0.38
VEA Vanguard Ftse Developed ETF Add +8.4% 2.17% +0.28
META Meta Platforms Inc. Class A Add +1.0% 1.53% +0.28
DFIV Dimensional International Va Add +20.3% 1.03% +0.19
SHY iShares 1-3 Year Treasury Bo Add +15.7% 2.21% +0.19
BSV Vanguard Short-Term Bond ETF New 0.13% +0.13
GEHC GE Healthcare Technology New 0.13% +0.13
JBS JBS NV-A New 0.11% +0.11
AMZN Amazon.com Inc. Add +0.1% 1.10% +0.09
MS Morgan Stanley Add +5.3% 0.43% +0.07
IBM Intl Business Machines Corp. Add +6.9% 0.41% +0.07
BAC Bank of America Corp. Add +3.8% 0.60% +0.06
IVE iShares S&P 500 Value ETF Add +5.5% 2.95% +0.06
CSCO Cisco Systems Inc. Add +12.5% 0.32% +0.05
ABBV Abbvie Inc. Add +40.3% 0.28% +0.04
IEFA iShares Core MSCI Eafe ETF Add +1.0% 0.61% +0.03
DE Deere & Co. Add +1.1% 0.58% +0.02
WMT Walmart Inc. Add +7.0% 0.16% +0.02
KO The Coca-Cola Co. Add +1.5% 0.14% −0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +2.3% 0.78% −0.02
SDY SS SPDR S&P Dividend ETF Add +1.5% 0.54% −0.02
PEP Pepsico Inc. Add +3.1% 0.21% −0.04
MCD McDonald's Corp. Add +0.8% 0.47% −0.06
ISTB iShares Core 1-5 Year Usd Bo Add +1.8% 2.36% −0.09
CVX Chevron Corp. Add +0.0% 2.09% −0.50

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