| Ticker | $ Bought |
|---|---|
| vanguard | 1,558,000 |
| fidelity | 918,536 |
| ishares | 496,350 |
| jp morgan | 438,136 |
| pimco | 345,257 |
| alps | 231,795 |
| ishares | 230,630 |
| northrop grumman corp | 216,269 |
| Ticker | % Inc. |
|---|---|
| vanguard | 143 |
| invesco | 35.15 |
| ishares | 22.85 |
| dimensional | 22.16 |
| ishares | 19.03 |
| ppg industries inc | 14.87 |
| ishares | 7.74 |
| pimco | 4.25 |
| Ticker | % Reduced |
|---|---|
| ishares | -74.13 |
| ishares | -24.81 |
| broadcom inc | -22.8 |
| wal mart stores inc | -22.41 |
| applied materials delaware | -18.68 |
| vanguard | -16.05 |
| ibm | -12.71 |
| jbs n v | -12.4 |
| Ticker | $ Sold |
|---|---|
| vaneck | -381,262 |
| vanguard | -334,330 |
| vanguard | -259,282 |
| ge healthcare technologies inc | -229,412 |
| vanguard | -211,605 |
| ishares | -238,534 |
| unitedhealth group inc | -234,709 |
PEOPLES BANK /OH has about 59.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 59.2 |
| Financial Services | 12.9 |
| Technology | 8.2 |
| Energy | 5.4 |
| Consumer Cyclical | 3.7 |
| Industrials | 3 |
| Consumer Defensive | 2.8 |
| Healthcare | 2.2 |
| Communication Services | 1.8 |
PEOPLES BANK /OH has about 30.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 59.2 |
| MEGA-CAP | 24.2 |
| SMALL-CAP | 9 |
| LARGE-CAP | 6.7 |
About 40.2% of the stocks held by PEOPLES BANK /OH either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 59.8 |
| S&P 500 | 30.3 |
| RUSSELL 2000 | 9.9 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
PEOPLES BANK /OH has 101 stocks in it's portfolio. About 49.3% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for PEOPLES BANK /OH last quarter.
Last Reported on: 24 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.81 | 18,035 | 4,577,110 | reduced | -4.87 | ||
| AAXJ | ishares | 2.52 | 77,163 | 4,106,620 | added | 0.04 | ||
| AAXJ | ishares | 0.74 | 22,918 | 1,204,570 | added | 0.88 | ||
| AAXJ | ishares | 0.16 | 2,175 | 257,955 | reduced | -74.13 | ||
| AAXJ | ishares | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.31 | 2,306 | 501,534 | reduced | -6.83 | ||
| ABT | abbott laboratories | 0.19 | 3,075 | 315,712 | reduced | -2.72 | ||
| ACES | alps | 0.14 | 9,000 | 231,795 | new | |||
| AFK | vaneck | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMAT | applied materials delaware | 0.39 | 1,863 | 636,756 | reduced | -18.68 | ||
| AMPS | ishares | 0.13 | 9,000 | 206,190 | new | |||
| AMZN | amazon com inc | 1.05 | 8,185 | 1,704,690 | reduced | -1.6 | ||
| AVGO | broadcom inc | 0.28 | 1,456 | 450,647 | reduced | -22.8 | ||
| BAC | bank of america | 0.63 | 21,103 | 1,028,770 | reduced | -1.38 | ||
| BBAX | jp morgan | 0.27 | 7,730 | 438,136 | new | |||
| BGRN | ishares | 1.05 | 31,670 | 1,708,600 | added | 3.12 | ||
| BIL | st str spdr | 0.51 | 5,738 | 837,404 | reduced | -9.12 | ||
| BIL | st str spdr | 0.13 | 3,816 | 215,909 | new | |||
| BIV | vanguard | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BMY | bristol myers squibb | 0.17 | 4,569 | 277,112 | reduced | -9.86 | ||