| Ticker | $ Bought |
|---|---|
| vaneck | 381,481 |
| ishares | 237,153 |
| vanguard | 235,508 |
| unitedhealth group inc | 229,971 |
| Ticker | % Inc. |
|---|---|
| jp morgan chase & co | 31.92 |
| eli lilly & co | 12.58 |
| cisco systems | 3.09 |
| honeywell international inc | 2.18 |
| bp amoco plc spons adr | 1.98 |
| ppg industries inc | 1.48 |
| ibm | 1.12 |
| taiwan semiconduct manu corp | 0.63 |
| Ticker | % Reduced |
|---|---|
| peoples bancorp inc | -18.54 |
| prudential financial inc | -16.48 |
| pepsico inc | -14.62 |
| fiserv | -11.1 |
| broadcom inc | -9.65 |
| ishares | -9.49 |
| dimensional | -8.7 |
| vanguard | -8.59 |
| Ticker | $ Sold |
|---|---|
| schwab | -303,668 |
| spdr | -231,715 |
| vanguard | -296,190 |
| ishares | -248,082 |
| ishares | -241,950 |
| progressive corp | -214,556 |
| charter communications inc new | -251,418 |
PEOPLES BANK /OH has about 58.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 58.9 |
| Financial Services | 12.8 |
| Technology | 10 |
| Energy | 4 |
| Consumer Cyclical | 3.7 |
| Consumer Defensive | 2.9 |
| Industrials | 2.7 |
| Healthcare | 2.2 |
| Communication Services | 2.2 |
PEOPLES BANK /OH has about 31.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 58.9 |
| MEGA-CAP | 23 |
| LARGE-CAP | 8.9 |
| SMALL-CAP | 8.5 |
About 40.5% of the stocks held by PEOPLES BANK /OH either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 59.6 |
| S&P 500 | 31.3 |
| RUSSELL 2000 | 9.2 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
PEOPLES BANK /OH has 94 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. PEBO proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for PEOPLES BANK /OH last quarter.
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.87 | 18,309 | 4,662,020 | reduced | -0.56 | ||
| AAXJ | ishares | 2.66 | 79,991 | 4,326,710 | reduced | -2.21 | ||
| AAXJ | ishares | 0.77 | 23,590 | 1,250,980 | reduced | -1.64 | ||
| AAXJ | ishares | 0.52 | 7,069 | 844,816 | unchanged | 0.00 | ||
| AAXJ | ishares | 0.15 | 2,227 | 237,153 | new | |||
| AAXJ | ishares | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.34 | 2,428 | 562,180 | reduced | -1.34 | ||
| ABT | abbott laboratories | 0.26 | 3,150 | 421,911 | reduced | -1.41 | ||
| AFK | vaneck | 0.23 | 21,899 | 381,481 | new | |||
| AMAT | applied materials delaware | 0.29 | 2,283 | 467,423 | reduced | -0.74 | ||
| AMZN | amazon com inc | 1.10 | 8,165 | 1,792,790 | added | 0.39 | ||
| AVGO | broadcom inc | 0.36 | 1,770 | 583,941 | reduced | -9.65 | ||
| BAC | bank of america | 0.65 | 20,547 | 1,060,020 | added | 0.56 | ||
| BBAX | jp morgan | 1.31 | 46,077 | 2,138,440 | reduced | -1.69 | ||
| BGRN | ishares | 1.01 | 31,547 | 1,648,340 | reduced | -3.24 | ||
| BIL | spdr | 0.54 | 6,318 | 884,837 | reduced | -1.3 | ||
| BIL | spdr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard | 0.13 | 2,685 | 211,873 | unchanged | 0.00 | ||
| BMY | bristol myers squibb | 0.13 | 4,819 | 217,338 | unchanged | 0.00 | ||
| BNDW | vanguard | 3.74 | 101,318 | 6,082,120 | reduced | -1.5 | ||