Institutional Manager · CIK 0000934866
PEOPLES BANK /OH
MARIETTA, OH · File #028-17271
Latest AUM
$161.2M
Positions
143
Top-10 Concentration
56.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025143 pos · $161.2M
- 13F HOLDINGS REPORTQ/E Sep 2025140 pos · $162.7M
- 13F HOLDINGS REPORTQ/E Jun 2025142 pos · $161.9M
- 13F HOLDINGS REPORTQ/E Mar 2025140 pos · $152.4M
- 13F HOLDINGS REPORTQ/E Dec 2024143 pos · $169.9M
- 13F HOLDINGS REPORTQ/E Sep 2024172 pos · $195.8M
- 13F HOLDINGS REPORTQ/E Jun 2024181 pos · $192.7M
- 13F HOLDINGS REPORTQ/E Mar 2024172 pos · $179.5M
- 13F HOLDINGS REPORTQ/E Dec 2023161 pos · $153.1M
- 13F HOLDINGS REPORTQ/E Sep 2023170 pos · $163.4M
- 13F HOLDINGS REPORTQ/E Jun 2023172 pos · $156.5M
- 13F HOLDINGS REPORTQ/E Mar 2023174 pos · $155.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES | 464287200 | 23,720 | $16.2M | 11.36% |
| 2 | PEOPLES BANCORP INC | PEBO | 436,475 | $13.1M | 9.17% |
| 3 | ISHARES | 464287309 | 86,186 | $10.6M | 7.43% |
| 4 | ISHARES | 464287507 | 127,671 | $8.4M | 5.89% |
| 5 | SPDR | SPY | 10,320 | $7.0M | 4.92% |
| 6 | VANGUARD | 92206C706 | 96,940 | $5.8M | 4.06% |
| 7 | APPLE INC | AAPL | 18,635 | $5.1M | 3.54% |
| 8 | ISHARES | 464287622 | 12,838 | $4.8M | 3.35% |
| 9 | ISHARES | 464287408 | 21,897 | $4.6M | 3.25% |
| 10 | ISHARES | 464287804 | 37,334 | $4.5M | 3.14% |
| 11 | ISHARES | 464288638 | 76,589 | $4.1M | 2.89% |
| 12 | JP MORGAN CHASE & CO | VYLD | 12,068 | $3.9M | 2.72% |
| 13 | ISHARES | 46432F859 | 73,968 | $3.6M | 2.52% |
| 14 | CHEVRON CORPORATION | CVX | 23,575 | $3.6M | 2.51% |
| 15 | VANGUARD | 921943858 | 54,447 | $3.4M | 2.38% |
| 16 | ISHARES | 464287457 | 40,603 | $3.4M | 2.35% |
| 17 | MICROSOFT CORP | MSFT | 5,795 | $2.8M | 1.96% |
| 18 | PROCTER & GAMBLE CO | 742718109 | 16,378 | $2.3M | 1.64% |
| 19 | META PLATFORMS INC | META | 3,256 | $2.1M | 1.50% |
| 20 | NVIDIA CORPORATION | NVDA | 11,227 | $2.1M | 1.46% |