Latest PEOPLES BANK /OH Stock Portfolio

PEOPLES BANK /OH Performance:

2025 Q2: 5.83%YTD: 2.6%2024: 3.63%

Performance for 2025 Q2 is 5.83%, and YTD is 2.6%, and 2024 is 3.63%.

About PEOPLES BANK /OH and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, PEOPLES BANK /OH reported an equity portfolio of $161.9 Millions as of 30 Jun, 2025.

The top stock holdings of PEOPLES BANK /OH are PEBO, IJR, IJR. The fund has invested 10.7% of it's portfolio in PEOPLES BANCORP INC and 10.2% of portfolio in ISHARES.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), INVESCO (GSY) and AIR TRANSPORT SERVICES GROUP (ATSG) stocks. They significantly reduced their stock positions in SCHWAB (FNDA), VANGUARD (VB) and ISHARES (IJR). PEOPLES BANK /OH opened new stock positions in ISHARES (BGRN), MICRON TECHNOLOGY (MU) and TAIWAN SEMICONDUCT MANU CORP (TSM). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), ABBVIE INC (ABBV) and DIMENSIONAL (DFAC).

PEOPLES BANK /OH Annual Return Estimates Vs S&P 500

Our best estimate is that PEOPLES BANK /OH made a return of 5.83% in the last quarter. In trailing 12 months, it's portfolio return was 6.5%.

New Buys

Ticker	$ Bought
ishares	1,640,530
micron technology	811,601
taiwan semiconduct manu corp	717,520
vanguard	211,310
ge healthcare technologies inc	208,064
jbs n. v. com euro	182,625

New stocks bought by PEOPLES BANK /OH

Additions

Ticker	% Inc.
nvidia corporation	55.89
abbvie inc	40.31
dimensional	20.29
vanguard	17.32
ishares	15.72
cisco systems	12.5
vanguard	8.44
wal mart stores inc	7.03

Additions to existing portfolio by PEOPLES BANK /OH

Reductions

Ticker	% Reduced
schwab	-85.21
vanguard	-23.54
ishares	-20.27
genuine parts co	-19.92
ishares	-14.25
progressive corp	-13.64
jp morgan	-12.36
ishares	-12.29

PEOPLES BANK /OH reduced stake in above stock

Sold off

Ticker	$ Sold
invesco	-423,626
air transport services group	-220,631
unitedhealth group inc	-432,624

PEOPLES BANK /OH got rid off the above stocks

Sector Distribution

PEOPLES BANK /OH has about 59% of it's holdings in Others sector.

Sector	%
Others	59
Financial Services	14.3
Technology	8.6
Energy	3.7
Consumer Cyclical	3.6
Consumer Defensive	3
Industrials	2.9
Communication Services	2.3
Healthcare	1.9

Market Cap. Distribution

PEOPLES BANK /OH has about 29.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	59
MEGA-CAP	20.7
SMALL-CAP	10.7
LARGE-CAP	8.9

Stocks belong to which Index?

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	28.8
RUSSELL 2000	11.4

Top 5 Winners (%)		%
AVGO	broadcom inc	62.6 %
ORCL	oracle corporation	54.4 %
NFLX	netflix com inc	41.6 %
NVDA	nvidia corporation	35.5 %
MSFT	microsoft corp	32.2 %

Top 5 Winners ($)		$
IJR	ishares	1.7 M
IJR	ishares	1.6 M
MSFT	microsoft corp	0.7 M
ORCL	oracle corporation	0.6 M
SPY	spdr	0.6 M

Top 5 Losers (%)		%
BMY	bristol myers squibb	-23.7 %
COP	conocophillips	-14.6 %
CVX	chevron corporation	-14.4 %
MRK	merck & co	-11.8 %
PEP	pepsico inc	-11.6 %

Top 5 Losers ($)		$
CVX	chevron corporation	-0.6 M
AAPL	apple inc	-0.3 M
PG	procter & gamble co	-0.2 M
XOM	exxon mobil corporation	-0.2 M
ESCA	escalade inc	-0.1 M

PEOPLES BANK /OH Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PEOPLES BANK /OH

PEOPLES BANK /OH has 97 stocks in it's portfolio. About 51.6% of the portfolio is in top 10 stocks. CVX 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: 22 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	PEBO	peoples bancorp inc	10.68	566,234	17,292,800	reduced	-0.62
Historical Trend of PEOPLES BANCORP INC Position Held By PEOPLES BANK /OH What % of Portfolio is PEBO?: Number of PEBO shares held: Change in No. of Shares Held:
	IJR	ishares	10.22	26,633	16,536,400	reduced	-2.65

	IJR	ishares	6.66	97,926	10,781,700	reduced	-1.59

	IJR	ishares	5.19	135,538	8,406,070	reduced	-7.15

	SPY	spdr	4.00	10,472	6,470,130	reduced	-2.51

	BNDW	vanguard	3.80	102,861	6,152,120	added	17.32

	IJR	ishares	2.95	24,461	4,780,180	added	5.51

	IJR	ishares	2.73	12,998	4,413,730	reduced	-0.15

	AAXJ	ishares	2.69	81,800	4,359,120	reduced	-12.29

	IJR	ishares	2.64	39,174	4,281,330	reduced	-9.1

	IBCE	ishares	2.36	78,492	3,818,640	added	1.79

	AAPL	apple inc	2.33	18,412	3,777,590	reduced	-3.24

	IJR	ishares	2.21	43,181	3,577,980	added	15.72

	VEA	vanguard	2.17	61,576	3,510,450	added	8.44

	CVX	chevron corporation	2.09	23,634	3,384,160	added	0.02

	MSFT	microsoft corp	1.81	5,902	2,935,710	reduced	-2.14

	JPM	jp morgan chase & co	1.77	9,868	2,860,840	reduced	-0.75

	PG	procter & gamble co	1.67	16,978	2,704,940	reduced	-0.5

	META	meta platforms inc	1.53	3,365	2,483,680	added	1.02

	NVDA	nvidia corporation	1.39	14,205	2,244,250	added	55.89