Peoples Bank
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Peoples Bank reported 97 stock positions worth $161.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.3% of the portfolio, followed by Peoples Bancorp (PEBO, 8.1%) and iShares S&P 500 Growth ETF (IVW, 6.7%). Compared with Q3 2025, it opened 6 new positions, sold out of 3, added to 34 and reduced 42. The biggest buy was a new position in PIMCO Multisector Bond Actv (PYLD) and the biggest sale an exit from JPMorgan Income ETF (JPIE).
- Most Recent 13F
- Q2 2026
- Location
- MARIETTA, OH
- CIK
- 0000934866
- Portfolio Value
- $161.2M (Q4 2025)
- SEC Filing
- 0000934866-26-000002 ↗ filed Jan 29, 2026
Holdings Value
Holdings 97 stocks · $161.2M
| IVV iShares Core S&P 500 ETF | 10.26% | 24,146 | $16.5M | Reduce -2.1% |
| PEBO Peoples Bancorp Inc. | 8.13% | 436,575 | $13.1M | Reduce -5.3% |
| IVW iShares S&P 500 Growth ETF | 6.67% | 87,282 | $10.8M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 5.23% | 127,671 | $8.4M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.37% | 10,320 | $7.0M | Reduce -0.1% |
| VGIT Vanguard Intermediate-Term T | 3.63% | 97,620 | $5.9M | Reduce -3.6% |
| AAPL Apple Inc. | 3.20% | 18,959 | $5.2M | Add +3.5% |
| IWB iShares Russell 1000 ETF | 2.97% | 12,838 | $4.8M | No change |
| IVE iShares S&P 500 Value ETF | 2.91% | 22,137 | $4.7M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 2.79% | 37,485 | $4.5M | Reduce -1.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.58% | 77,133 | $4.2M | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 2.45% | 12,268 | $4.0M | Reduce -5.8% |
| ISTB iShares Core 1-5 Year Usd Bo | 2.26% | 74,571 | $3.6M | Reduce -3.6% |
| CVX Chevron Corp. | 2.25% | 23,757 | $3.6M | Add +0.2% |
| VEA Vanguard Ftse Developed ETF | 2.11% | 54,447 | $3.4M | Reduce -3.3% |
| SHY iShares 1-3 Year Treasury Bo | 2.10% | 40,829 | $3.4M | Reduce -3.7% |
| MSFT Microsoft Corp. | 1.79% | 5,965 | $2.9M | Add +1.3% |
| PG The Procter & Gamble Co. | 1.49% | 16,802 | $2.4M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.33% | 3,256 | $2.1M | Add +1.3% |
| NVDA Nvidia Corp. | 1.31% | 11,289 | $2.1M | Reduce -16.6% |
| AMZN Amazon.com Inc. | 1.19% | 8,318 | $1.9M | Add +1.9% |
| PYLD PIMCO Multisector Bond Actv | 1.17% | 70,966 | $1.9M | New |
| IWR iShares Russell Mid-Cap ETF | 1.13% | 18,973 | $1.8M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 1.12% | 14,993 | $1.8M | Add +0.5% |
| DFIV Dimensional International Va | 1.08% | 34,746 | $1.7M | Reduce -2.4% |
| DIVB iShares Core Dividend ETF | 1.01% | 30,711 | $1.6M | Reduce -2.6% |
| ORCL Oracle Corp. | 0.85% | 7,033 | $1.4M | Reduce -9.5% |
| GOOGL Alphabet Inc. Class A | 0.79% | 4,091 | $1.3M | Add +6.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.75% | 22,719 | $1.2M | Reduce -3.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.73% | 21,399 | $1.2M | Add +4.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 12,357 | $1.1M | Add +3.2% |
| LII Lennox International Inc. | 0.64% | 2,140 | $1.0M | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.62% | 8,406 | $1.0M | Add +18.9% |
| HD Home Depot Inc. | 0.57% | 2,673 | $920K | Add +1.4% |
| LLY Eli Lilly & Co. | 0.56% | 834 | $896K | Add +0.2% |
| ESCA Escalade Inc. | 0.55% | 65,316 | $881K | Reduce -2.7% |
| SDY SS SPDR S&P Dividend ETF | 0.55% | 6,314 | $879K | Reduce -0.1% |
| MS Morgan Stanley | 0.54% | 4,865 | $864K | Reduce -0.9% |
| DE Deere & Co. | 0.52% | 1,812 | $844K | Reduce -1.4% |
| PSX Phillips 66 | 0.50% | 6,299 | $813K | No change |
| EFA iShares MSCI Eafe ETF | 0.50% | 8,361 | $803K | Reduce -0.0% |
| COST Costco Wholesale Corp. | 0.49% | 915 | $789K | Reduce -1.7% |
| MCD McDonald's Corp. | 0.48% | 2,555 | $781K | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 1,229 | $755K | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.46% | 7,045 | $742K | Reduce -8.9% |
| VGT Vanguard Info Tech ETF | 0.46% | 979 | $738K | No change |
| MU Micron Technology Inc. | 0.43% | 2,437 | $696K | Reduce -63.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 2,282 | $676K | Add +1.0% |
| CSX CSX Corp. | 0.42% | 18,543 | $672K | Add +0.1% |
| UNP Union Pacific Corp. | 0.41% | 2,855 | $660K | Reduce -2.4% |
| LOW Lowe's Cos Inc. | 0.41% | 2,712 | $654K | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.40% | 1,886 | $653K | Add +6.5% |
| CSCO Cisco Systems Inc. | 0.38% | 7,851 | $605K | Add +1.9% |
| AMAT Applied Materials Inc. | 0.37% | 2,291 | $589K | Add +0.3% |
| IWF iShares Russell 1000 Growth | 0.35% | 1,195 | $566K | No change |
| ABBV Abbvie Inc. | 0.35% | 2,475 | $566K | Add +1.9% |
| DHI D.R. Horton Inc. | 0.33% | 3,675 | $529K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 1,721 | $523K | Reduce -46.0% |
| JNJ Johnson & Johnson | 0.32% | 2,521 | $522K | Reduce -0.5% |
| GLW Corning Inc. | 0.32% | 5,890 | $516K | Reduce -0.2% |
| CTAS Cintas Corp. | 0.30% | 2,545 | $479K | Reduce -0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 1,273 | $427K | No change |
| V Visa Inc. Class A | 0.25% | 1,156 | $405K | Add +2.9% |
| ABT Abbott Laboratories | 0.25% | 3,161 | $396K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.24% | 1,926 | $385K | No change |
| SMB Vaneck Short Muni ETF | 0.24% | 21,899 | $381K | No change |
| KR Kroger Co. | 0.23% | 5,946 | $372K | Reduce -0.6% |
| SYK Stryker Corp. | 0.22% | 1,019 | $358K | Add +0.4% |
| RTX RTX Corp. | 0.22% | 1,899 | $348K | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 0.21% | 3,992 | $334K | Add +42.6% |
| SHW The Sherwin-Williams Co. | 0.21% | 1,028 | $333K | Add +0.1% |
| LIN Linde PLC | 0.20% | 760 | $324K | Add +0.9% |
| PEP Pepsico Inc. | 0.19% | 2,093 | $300K | Reduce -5.2% |
| WMT Walmart Inc. | 0.19% | 2,686 | $299K | Add +3.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 1,548 | $296K | No change |
| BMY Bristol-Myers Squibb Co. | 0.17% | 5,069 | $273K | Add +5.2% |
| BP BP PLC-Spons ADR | 0.17% | 7,717 | $268K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 3,252 | $259K | New |
| NEE Nextera Energy Inc. | 0.16% | 3,178 | $255K | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.15% | 1,011 | $249K | Reduce -0.1% |
| CME Cme Group Inc. | 0.15% | 893 | $244K | Add +2.1% |
| PRU Prudential Financial Inc. | 0.15% | 2,159 | $244K | Add +1.4% |
| GPC Genuine Parts Co. | 0.15% | 1,960 | $241K | No change |
| MUB iShares National Muni Bond E | 0.15% | 2,227 | $239K | No change |
| KO The Coca-Cola Co. | 0.15% | 3,362 | $235K | Add +2.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 711 | $235K | Add +6.8% |
| CAT Caterpillar Inc. | 0.15% | 409 | $234K | New |
| GEHC GE Healthcare Technology | 0.14% | 2,797 | $229K | Reduce -0.4% |
| UBSI United Bankshares Inc. | 0.14% | 5,735 | $220K | Reduce -18.6% |
| COP Conocophillips | 0.13% | 2,316 | $217K | Reduce -5.5% |
| HON Honeywell International Inc. | 0.13% | 1,096 | $214K | Add +1.7% |
| PPG PPG Industries Inc. | 0.13% | 2,085 | $214K | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 1,379 | $212K | New |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 2,685 | $212K | No change |
| TRV The Travelers Cos Inc. | 0.13% | 712 | $207K | New |
| SCHD Schwab US DVD Equity ETF | 0.12% | 7,301 | $200K | New |
| JBS JBS NV-A | 0.11% | 12,500 | $180K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| JPIE JPMorgan Income ETF | Sold out | 0.00% | −1.31 |
| ORCL Oracle Corp. | Reduce -9.5% | 0.85% | −0.49 |
| PEBO Peoples Bancorp Inc. | Reduce -5.3% | 8.13% | −0.37 |
| MU Micron Technology Inc. | Reduce -63.0% | 0.43% | −0.25 |
| NVDA Nvidia Corp. | Reduce -16.6% | 1.31% | −0.25 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -46.0% | 0.32% | −0.22 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.18 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.16 |
| VGIT Vanguard Intermediate-Term T | Reduce -3.6% | 3.63% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.49% | −0.10 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -3.6% | 2.58% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -5.8% | 2.45% | −0.07 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -3.6% | 2.26% | −0.07 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.7% | 2.10% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.49% | −0.04 |
| UBSI United Bankshares Inc. | Reduce -18.6% | 0.14% | −0.02 |
| CTAS Cintas Corp. | Reduce -0.0% | 0.30% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.7% | 0.75% | −0.02 |
| KR Kroger Co. | Reduce -0.6% | 0.23% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 0.41% | −0.02 |
| UNP Union Pacific Corp. | Reduce -2.4% | 0.41% | −0.02 |
| COP Conocophillips | Reduce -5.5% | 0.13% | −0.01 |
| PEP Pepsico Inc. | Reduce -5.2% | 0.19% | −0.00 |
| DIVB iShares Core Dividend ETF | Reduce -2.6% | 1.01% | −0.00 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.1% | 0.55% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.1% | 0.15% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.1% | 1.13% | +0.01 |
| DE Deere & Co. | Reduce -1.4% | 0.52% | +0.01 |
| GEHC GE Healthcare Technology | Reduce -0.4% | 0.14% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.4% | 0.47% | +0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.0% | 0.50% | +0.02 |
| RTX RTX Corp. | Reduce -0.5% | 0.22% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 2.79% | +0.02 |
| GLW Corning Inc. | Reduce -0.2% | 0.32% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 5.23% | +0.02 |
| ESCA Escalade Inc. | Reduce -2.7% | 0.55% | +0.03 |
| JNJ Johnson & Johnson | Reduce -0.5% | 0.32% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.3% | 2.11% | +0.04 |
| MS Morgan Stanley | Reduce -0.9% | 0.54% | +0.06 |
| MRK Merck & Co. Inc. | Reduce -8.9% | 0.46% | +0.06 |
| DFIV Dimensional International Va | Reduce -2.4% | 1.08% | +0.07 |
| IVE iShares S&P 500 Value ETF | Reduce -1.2% | 2.91% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.5% | 6.67% | +0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 10.26% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 4.37% | +0.14 |
Portfolio Buys Q3 2025 → Q4 2025
| PYLD PIMCO Multisector Bond Actv | New | 1.17% | +1.17 |
| AAPL Apple Inc. | Add +3.5% | 3.20% | +0.33 |
| GOOGL Alphabet Inc. Class A | Add +6.1% | 0.79% | +0.22 |
| LLY Eli Lilly & Co. | Add +0.2% | 0.56% | +0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.16% | +0.16 |
| CAT Caterpillar Inc. | New | 0.15% | +0.15 |
| TJX TJX Companies Inc. | New | 0.13% | +0.13 |
| TRV The Travelers Cos Inc. | New | 0.13% | +0.13 |
| SCHD Schwab US DVD Equity ETF | New | 0.12% | +0.12 |
| IEI iShares 3-7 Year Treasury Bo | Add +18.9% | 0.62% | +0.10 |
| AMZN Amazon.com Inc. | Add +1.9% | 1.19% | +0.09 |
| XOM Exxon Mobil Corp. | Add +0.5% | 1.12% | +0.09 |
| BAC Bank of America Corp. | Add +4.2% | 0.73% | +0.08 |
| AMAT Applied Materials Inc. | Add +0.3% | 0.37% | +0.08 |
| VCIT Vanguard Int-Term Corporate | Add +42.6% | 0.21% | +0.06 |
| CSCO Cisco Systems Inc. | Add +1.9% | 0.38% | +0.05 |
| AVGO Broadcom Inc. | Add +6.5% | 0.40% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.2% | 0.69% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +5.2% | 0.17% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.0% | 0.42% | +0.03 |
| WMT Walmart Inc. | Add +3.2% | 0.19% | +0.02 |
| V Visa Inc. Class A | Add +2.9% | 0.25% | +0.02 |
| PRU Prudential Financial Inc. | Add +1.4% | 0.15% | +0.02 |
| CSX CSX Corp. | Add +0.1% | 0.42% | +0.01 |
| KO The Coca-Cola Co. | Add +2.2% | 0.15% | +0.01 |
| MCD McDonald's Corp. | Add +0.9% | 0.48% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.3% | 0.16% | +0.01 |
| CME Cme Group Inc. | Add +2.1% | 0.15% | +0.01 |
| ABBV Abbvie Inc. | Add +1.9% | 0.35% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +6.8% | 0.15% | +0.00 |
| PPG PPG Industries Inc. | Add +1.2% | 0.13% | −0.00 |
| HON Honeywell International Inc. | Add +1.7% | 0.13% | −0.01 |
| SYK Stryker Corp. | Add +0.4% | 0.22% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +0.1% | 0.21% | −0.01 |
| ABT Abbott Laboratories | Add +0.3% | 0.25% | −0.01 |
| CVX Chevron Corp. | Add +0.2% | 2.25% | −0.02 |
| LIN Linde PLC | Add +0.9% | 0.20% | −0.02 |
| MSFT Microsoft Corp. | Add +1.3% | 1.79% | −0.08 |
| HD Home Depot Inc. | Add +1.4% | 0.57% | −0.09 |
| META Meta Platforms Inc. Class A | Add +1.3% | 1.33% | −0.12 |
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 |