Peoples Bank

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

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Peoples Bank reported 94 stock positions worth $162.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.1% of the portfolio, followed by Peoples Bancorp (PEBO, 8.5%) and iShares S&P 500 Growth ETF (IVW, 6.6%). Compared with Q2 2025, it opened 4 new positions, sold out of 7, added to 16 and reduced 59. The biggest buy was JPMorgan Chase (JPM, shares +32%) and the biggest sale Peoples Bancorp (PEBO, shares −19%).

Most Recent 13F: Q2 2026
Location: MARIETTA, OH
CIK: 0000934866
Portfolio Value: $162.7M (Q3 2025)
SEC Filing: 0000934866-25-000014 ↗ filed Oct 28, 2025

Holdings Value

Holdings 94 stocks · $162.7M


IVV iShares Core S&P 500 ETF	10.14%	24,667	$16.5M	Reduce -7.4%
PEBO Peoples Bancorp Inc.	8.50%	461,266	$13.8M	Reduce -18.5%
IVW iShares S&P 500 Growth ETF	6.57%	88,637	$10.7M	Reduce -9.5%
IJH iShares Core S&P Midcap ETF	5.20%	129,797	$8.5M	Reduce -4.2%
SPY SS SPDR S&P 500 ETF Trust-US	4.23%	10,325	$6.9M	Reduce -1.4%
VGIT Vanguard Intermediate-Term T	3.74%	101,318	$6.1M	Reduce -1.5%
IWB iShares Russell 1000 ETF	2.88%	12,838	$4.7M	Reduce -1.2%
AAPL Apple Inc.	2.86%	18,309	$4.7M	Reduce -0.6%
IVE iShares S&P 500 Value ETF	2.84%	22,412	$4.6M	Reduce -8.4%
IJR iShares Core S&P Small-Cap E	2.77%	37,990	$4.5M	Reduce -3.0%
IGIB iShares 5-10Y Inv Grade Corp.	2.66%	79,991	$4.3M	Reduce -2.2%
JPM JPMorgan Chase & Co.	2.52%	13,018	$4.1M	Add +31.9%
ISTB iShares Core 1-5 Year Usd Bo	2.32%	77,368	$3.8M	Reduce -1.4%
CVX Chevron Corp.	2.26%	23,716	$3.7M	Add +0.3%
SHY iShares 1-3 Year Treasury Bo	2.16%	42,400	$3.5M	Reduce -1.8%
VEA Vanguard Ftse Developed ETF	2.07%	56,289	$3.4M	Reduce -8.6%
MSFT Microsoft Corp.	1.87%	5,886	$3.0M	Reduce -0.3%
PG The Procter & Gamble Co.	1.59%	16,828	$2.6M	Reduce -0.9%
NVDA Nvidia Corp.	1.55%	13,534	$2.5M	Reduce -4.7%
META Meta Platforms Inc. Class A	1.45%	3,213	$2.4M	Reduce -4.5%
ORCL Oracle Corp.	1.34%	7,768	$2.2M	Reduce -1.7%
JPIE JPMorgan Income ETF	1.31%	46,077	$2.1M	Reduce -1.7%
IWR iShares Russell Mid-Cap ETF	1.13%	18,992	$1.8M	Reduce -1.1%
AMZN Amazon.com Inc.	1.10%	8,165	$1.8M	Add +0.4%
XOM Exxon Mobil Corp.	1.03%	14,922	$1.7M	Add +0.0%
DIVB iShares Core Dividend ETF	1.01%	31,547	$1.6M	Reduce -3.2%
DFIV Dimensional International Va	1.01%	35,603	$1.6M	Reduce -8.7%
IGSB iShares 1-5Y Inv Grade Corp.	0.77%	23,590	$1.3M	Reduce -1.6%
LII Lennox International Inc.	0.70%	2,140	$1.1M	Reduce -5.5%
MU Micron Technology Inc.	0.68%	6,585	$1.1M	No change
HD Home Depot Inc.	0.66%	2,636	$1.1M	Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.65%	20,547	$1.1M	Add +0.6%
IEFA iShares Core MSCI Eafe ETF	0.64%	11,974	$1.0M	Add +0.5%
GOOGL Alphabet Inc. Class A	0.58%	3,855	$937K	Reduce -1.4%
TSM Taiwan Semiconductor-SP ADR	0.55%	3,188	$890K	Add +0.6%
SDY SS SPDR S&P Dividend ETF	0.54%	6,318	$885K	Reduce -1.3%
COST Costco Wholesale Corp.	0.53%	931	$862K	Add +0.5%
PSX Phillips 66	0.53%	6,299	$857K	Add +0.2%
IEI iShares 3-7 Year Treasury Bo	0.52%	7,069	$845K	No change
ESCA Escalade Inc.	0.52%	67,126	$844K	No change
DE Deere & Co.	0.52%	1,837	$840K	Reduce -0.3%
EFA iShares MSCI Eafe ETF	0.48%	8,364	$781K	Reduce -0.6%
MS Morgan Stanley	0.48%	4,910	$780K	Reduce -0.7%
MCD McDonald's Corp.	0.47%	2,532	$769K	Reduce -1.9%
QQQ Invesco QQQ Trust Series 1	0.46%	1,234	$741K	Reduce -1.6%
VGT Vanguard Info Tech ETF	0.45%	979	$731K	Reduce -0.5%
UNP Union Pacific Corp.	0.42%	2,926	$692K	Reduce -0.2%
LOW Lowe's Cos Inc.	0.42%	2,727	$685K	Reduce -0.4%
CSX CSX Corp.	0.40%	18,528	$658K	Reduce -0.3%
MRK Merck & Co. Inc.	0.40%	7,735	$649K	Reduce -2.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.39%	2,259	$637K	Add +1.1%
LLY Eli Lilly & Co.	0.39%	832	$635K	Add +12.6%
DHI D.R. Horton Inc.	0.38%	3,675	$623K	No change
AVGO Broadcom Inc.	0.36%	1,770	$584K	Reduce -9.7%
ABBV Abbvie Inc.	0.35%	2,428	$562K	Reduce -1.3%
IWF iShares Russell 1000 Growth	0.34%	1,195	$560K	Reduce -4.0%
CSCO Cisco Systems Inc.	0.32%	7,703	$527K	Add +3.1%
CTAS Cintas Corp.	0.32%	2,546	$523K	Reduce -0.9%
GLW Corning Inc.	0.30%	5,900	$484K	Reduce -2.5%
JNJ Johnson & Johnson	0.29%	2,534	$470K	Reduce -0.4%
AMAT Applied Materials Inc.	0.29%	2,283	$467K	Reduce -0.7%
ABT Abbott Laboratories	0.26%	3,150	$422K	Reduce -1.4%
VTI VG Morningstar TS MKT ETF-US	0.26%	1,273	$418K	No change
KR Kroger Co.	0.25%	5,983	$403K	Reduce -0.8%
V Visa Inc. Class A	0.24%	1,123	$383K	No change
SMB Vaneck Short Muni ETF	0.23%	21,899	$381K	New
IYW iShares Ustechnology ETF	0.23%	1,926	$377K	No change
SYK Stryker Corp.	0.23%	1,015	$375K	Reduce -2.9%
LIN Linde PLC	0.22%	753	$358K	Reduce -0.5%
SHW The Sherwin-Williams Co.	0.22%	1,027	$356K	Reduce -1.6%
RTX RTX Corp.	0.20%	1,908	$319K	Reduce -1.3%
PEP Pepsico Inc.	0.19%	2,208	$310K	Reduce -14.6%
FISV Fiserv Inc.	0.18%	2,250	$290K	Reduce -11.1%
VTV Vanguard Mrngstr Val ETF-Aui	0.18%	1,548	$289K	Reduce -0.6%
GPC Genuine Parts Co.	0.17%	1,960	$272K	Add +0.5%
WMT Walmart Inc.	0.16%	2,602	$268K	No change
BP BP PLC-Spons ADR	0.16%	7,717	$266K	Add +2.0%
UBSI United Bankshares Inc.	0.16%	7,044	$262K	No change
NFLX Netflix Inc.	0.16%	214	$257K	Reduce -5.7%
IWM iShares Russell 2000 ETF	0.15%	1,012	$245K	Reduce -4.7%
NEE Nextera Energy Inc.	0.15%	3,167	$239K	Reduce -0.3%
MUB iShares National Muni Bond E	0.15%	2,227	$237K	New
CME Cme Group Inc.	0.15%	875	$236K	No change
VCIT Vanguard Int-Term Corporate	0.14%	2,800	$236K	New
COP Conocophillips	0.14%	2,450	$232K	No change
UNH Unitedhealth Group Inc.	0.14%	666	$230K	New
HON Honeywell International Inc.	0.14%	1,078	$227K	Add +2.2%
PRU Prudential Financial Inc.	0.14%	2,129	$221K	Reduce -16.5%
KO The Coca-Cola Co.	0.13%	3,289	$218K	Reduce -0.3%
BMY Bristol-Myers Squibb Co.	0.13%	4,819	$217K	No change
PPG PPG Industries Inc.	0.13%	2,060	$217K	Add +1.5%
BSV Vanguard Short-Term Bond ETF	0.13%	2,685	$212K	No change
GEHC GE Healthcare Technology	0.13%	2,809	$211K	No change
JBS JBS NV-A	0.11%	12,500	$187K	No change

Portfolio Sells Q2 2025 → Q3 2025


PEBO Peoples Bancorp Inc.	Reduce -18.5%	8.50%	−2.18
SCHD Schwab US DVD Equity ETF	Sold out	0.00%	−0.19
VTEB Vanguard Tax-Exempt Bond ETF	Sold out	0.00%	−0.18
CHTR Charter Communications Inc. Class A	Sold out	0.00%	−0.16
MEAR Ishrs Short Mat Muni Act ETF	Sold out	0.00%	−0.15
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Sold out	0.00%	−0.15
SJNK SS SPDR BB St Hi Yield ETF	Sold out	0.00%	−0.14
PGR Progressive Corp.	Sold out	0.00%	−0.13
IVE iShares S&P 500 Value ETF	Reduce -8.4%	2.84%	−0.11
LII Lennox International Inc.	Reduce -5.5%	0.70%	−0.11
VEA Vanguard Ftse Developed ETF	Reduce -8.6%	2.07%	−0.10
FISV Fiserv Inc.	Reduce -11.1%	0.18%	−0.09
IVW iShares S&P 500 Growth ETF	Reduce -9.5%	6.57%	−0.09
META Meta Platforms Inc. Class A	Reduce -4.5%	1.45%	−0.08
PG The Procter & Gamble Co.	Reduce -0.9%	1.59%	−0.08
IVV iShares Core S&P 500 ETF	Reduce -7.4%	10.14%	−0.07
VGIT Vanguard Intermediate-Term T	Reduce -1.5%	3.74%	−0.06
DE Deere & Co.	Reduce -0.3%	0.52%	−0.06
SHY iShares 1-3 Year Treasury Bo	Reduce -1.8%	2.16%	−0.05
ISTB iShares Core 1-5 Year Usd Bo	Reduce -1.4%	2.32%	−0.04
IGIB iShares 5-10Y Inv Grade Corp.	Reduce -2.2%	2.66%	−0.03
PRU Prudential Financial Inc.	Reduce -16.5%	0.14%	−0.03
CTAS Cintas Corp.	Reduce -0.9%	0.32%	−0.03
NFLX Netflix Inc.	Reduce -5.7%	0.16%	−0.03
JPIE JPMorgan Income ETF	Reduce -1.7%	1.31%	−0.03
SYK Stryker Corp.	Reduce -2.9%	0.23%	−0.02
DFIV Dimensional International Va	Reduce -8.7%	1.01%	−0.02
PEP Pepsico Inc.	Reduce -14.6%	0.19%	−0.02
KR Kroger Co.	Reduce -0.8%	0.25%	−0.02
IGSB iShares 1-5Y Inv Grade Corp.	Reduce -1.6%	0.77%	−0.01
KO The Coca-Cola Co.	Reduce -0.3%	0.13%	−0.01
ABT Abbott Laboratories	Reduce -1.4%	0.26%	−0.01
SHW The Sherwin-Williams Co.	Reduce -1.6%	0.22%	−0.00
DIVB iShares Core Dividend ETF	Reduce -3.2%	1.01%	−0.00
LIN Linde PLC	Reduce -0.5%	0.22%	+0.00
MCD McDonald's Corp.	Reduce -1.9%	0.47%	+0.01
SDY SS SPDR S&P Dividend ETF	Reduce -1.3%	0.54%	+0.01
VTV Vanguard Mrngstr Val ETF-Aui	Reduce -0.6%	0.18%	+0.01
UNP Union Pacific Corp.	Reduce -0.2%	0.42%	+0.01
IWM iShares Russell 2000 ETF	Reduce -4.7%	0.15%	+0.01
MRK Merck & Co. Inc.	Reduce -2.6%	0.40%	+0.01
NEE Nextera Energy Inc.	Reduce -0.3%	0.15%	+0.01
IJH iShares Core S&P Midcap ETF	Reduce -4.2%	5.20%	+0.01
EFA iShares MSCI Eafe ETF	Reduce -0.6%	0.48%	+0.02
IWF iShares Russell 1000 Growth	Reduce -4.0%	0.34%	+0.02
RTX RTX Corp.	Reduce -1.3%	0.20%	+0.02
AVGO Broadcom Inc.	Reduce -9.7%	0.36%	+0.03
AMAT Applied Materials Inc.	Reduce -0.7%	0.29%	+0.03
QQQ Invesco QQQ Trust Series 1	Reduce -1.6%	0.46%	+0.03
CSX CSX Corp.	Reduce -0.3%	0.40%	+0.03

Portfolio Buys Q2 2025 → Q3 2025


JPM JPMorgan Chase & Co.	Add +31.9%	2.52%	+0.76
SMB Vaneck Short Muni ETF	New	0.23%	+0.23
CVX Chevron Corp.	Add +0.3%	2.26%	+0.17
MUB iShares National Muni Bond E	New	0.15%	+0.15
VCIT Vanguard Int-Term Corporate	New	0.14%	+0.14
UNH Unitedhealth Group Inc.	New	0.14%	+0.14
TSM Taiwan Semiconductor-SP ADR	Add +0.6%	0.55%	+0.10
PSX Phillips 66	Add +0.2%	0.53%	+0.06
BAC Bank of America Corp.	Add +0.6%	0.65%	+0.05
XOM Exxon Mobil Corp.	Add +0.0%	1.03%	+0.04
LLY Eli Lilly & Co.	Add +12.6%	0.39%	+0.03
IEFA iShares Core MSCI Eafe ETF	Add +0.5%	0.64%	+0.03
BP BP PLC-Spons ADR	Add +2.0%	0.16%	+0.02
GPC Genuine Parts Co.	Add +0.5%	0.17%	+0.02
CSCO Cisco Systems Inc.	Add +3.1%	0.32%	+0.00
AMZN Amazon.com Inc.	Add +0.4%	1.10%	−0.00
PPG PPG Industries Inc.	Add +1.5%	0.13%	−0.01
HON Honeywell International Inc.	Add +2.2%	0.14%	−0.01
IBM Intl Business Machines Corp.	Add +1.1%	0.39%	−0.02
COST Costco Wholesale Corp.	Add +0.5%	0.53%	−0.04

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