PEOPLES BANK /OH

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CIK 934866

13F portfolio (2026-Q1)

$163M

Positions

101

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

101

Top 5

33.8%

Top 10

49.3%

Effective N

27.9

HHI

0.036

This quarter

11 new · 0 exit →

By sector

Unclassified58.6%

Financials12.9%

Information Technology8.1%

Energy5.6%

Consumer Discretionary4.5%

Industrials3.1%

Materials2.3%

Health Care2.2%

Other2.7%

By market cap

Unknown59.3%

Mega (>$200B)23.5%

Small ($300M–2B)9.0%

Large ($10–200B)7.4%

Micro (<$300M)0.7%

Mid ($2–10B)0.1%

By region

Other58.6%

North America40.7%

Asia-Pacific0.4%

Europe0.2%

Latin America0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	58.60%	39
Banks	11.85%	4
Oil, Gas & Consumable Fuels	5.62%	5
Technology Hardware & Equipment	3.49%	3
Specialty Retail	3.00%	7
Semiconductors & Semiconductor Equipment	2.75%	5
Pharmaceuticals & Biotechnology	1.98%	6
Software	1.87%	2
Chemicals	1.84%	3
Software & IT Services	1.77%	2
Machinery	1.38%	3
Road & Rail	0.87%	2
Leisure Products	0.69%	1
Capital Markets	0.61%	2
Aerospace & Defense	0.50%	3
Metals & Mining	0.49%	1
Hotels, Restaurants & Leisure	0.46%	1
Beverages	0.35%	2
Construction & Engineering	0.31%	1
Textiles, Apparel & Luxury Goods	0.26%	1
Insurance	0.26%	2
Food & Staples Retailing	0.25%	1
Commercial Services & Supplies	0.20%	1
Health Care Equipment & Supplies	0.19%	1
Utilities	0.18%	1
Distributors	0.12%	1
Food Products	0.12%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IVV	ISHARES TR	Unclassified	9.73%
2	PEBO	PEOPLES BANCORP INC	Financials	8.95%
3	IVW	ISHARES TR	Unclassified	5.92%
4	IJH	ISHARES TR	Unclassified	5.18%
5	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	3.98%
6	VGIT	VANGUARD SCOTTSDALE FDS	Unclassified	3.57%
7	IWB	ISHARES TR	Unclassified	3.34%
8	CVX	CHEVRON CORP	Energy	3.00%
9	AAPL	Apple Inc.	Information Technology	2.81%
10	IVE	ISHARES TR	Unclassified	2.80%

62/101 names classified · sector 41.4% of weight · industry 41.4% · mkt cap 40.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 42 quarters

FinancialsPEBO, JPM, UBSI, BAC, MS · other

Information TechnologyAAPL, MSFT, ORCL, NVDA, MU · other

Consumer DiscretionaryESCA, AMZN, HD, MCD, COST · other

EnergyCVX, XOM, PSX, COP, BP · other

IndustrialsDE, FISV, LII, UNP, CSX · other

MaterialsPG, CLX, PPG, GLW, LIN · other

Health CareJNJ, MRK, LLY, BMY, BLFS · other

Communication ServicesMETA, T, GOOGL, VZ, CHTR · other

Consumer StaplesPEP, KR, KO, CVS, MO · other

UtilitiesNEE, DUK, OKE, AEP, WEC · other

Real EstateAMT, AVB

UnclassifiedIVV, IJH, IVW, IEI, VCSH · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 41.4% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 41% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (59 classified)PEOPLES BANK /OH centroid (Mid Core)

FinancialsInformation TechnologyEnergyConsumer DiscretionaryIndustrialsMaterialsHealth CareCommunication ServicesConsumer StaplesUtilities

Style box summary for PEOPLES BANK /OH: centroid Mid Core. Heaviest cells: Large Growth 12.1%, Large Value 11.1%, Small Core 9.0%.

Classified: 40.7% of book weight (59/101 names) · unclassified 59.3%: IVV, IVW, IJH, SPY, VGIT, IWB, IVE, IJR, IGIB, ISTB +32 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 101 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IVVISHARES TR	24,278	$16M	9.7%	HOLD
2	PEBOPEOPLES BANCORP INC	443,618	$15M	9.0%	HOLD
3	IVWISHARES TR	85,215	$10M	5.9%	TRIM −2%
4	IJHISHARES TR	124,912	$8M	5.2%	TRIM −2%
5	SPYSTATE STR SPDR S&P 500 ETF T	9,973	$6M	4.0%	TRIM −3%
6	VGITVANGUARD SCOTTSDALE FDS	97,581	$6M	3.6%	HOLD
7	IWBISHARES TR	15,281	$5M	3.3%	ADD 19%
8	CVXCHEVRON CORP NEW	23,643	$5M	3.0%	HOLD
9	AAPLAPPLE INC	18,035	$5M	2.8%	TRIM −5%
10	IVEISHARES TR	21,587	$5M	2.8%	TRIM −2%
11	IJRISHARES TR	35,329	$4M	2.7%	TRIM −6%
12	IGIBISHARES TR	77,163	$4M	2.5%	HOLD
13	ISTBISHARES TR	75,466	$4M	2.2%	HOLD
14	JPMJPMORGAN CHASE & CO	11,745	$3M	2.1%	TRIM −4%
15	SHYISHARES TR	41,606	$3M	2.1%	HOLD
16	VEAVANGUARD TAX-MANAGED FDS	45,708	$3M	1.8%	TRIM −16%
17	XOMEXXON MOBIL CORP	14,448	$2M	1.5%	TRIM −4%
18	PGPROCTER AND GAMBLE CO	16,430	$2M	1.5%	TRIM −2%
19	DFIVDIMENSIONAL ETF TRUST	42,444	$2M	1.4%	ADD 22%
20	MSFTMICROSOFT CORP	5,598	$2M	1.3%	TRIM −6%
21	NVDANVIDIA CORPORATION	11,366	$2M	1.2%	HOLD
22	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	73,985	$2M	1.2%	ADD 4%
23	IWRISHARES TR	19,143	$2M	1.1%	HOLD
24	METAMETA PLATFORMS INC	3,190	$2M	1.1%	TRIM −2%
25	DIVBISHARES TR	31,670	$2M	1.0%	ADD 3%
26	AMZNAMAZON COM INC	8,185	$2M	1.0%	HOLD
27	VWOVANGUARD INTL EQUITY INDEX F	28,825	$2M	1.0%	NEW
28	IGSBISHARES TR	22,918	$1M	0.7%	HOLD
29	PSXPHILLIPS 66	6,274	$1M	0.7%	HOLD
30	ESCAESCALADE INC	65,316	$1M	0.7%	HOLD
31	GOOGLALPHABET INC	3,672	$1M	0.6%	TRIM −10%
32	BACBANK AMERICA CORP	21,103	$1M	0.6%	HOLD
33	LIILENNOX INTL INC	2,140	$993,238	0.6%	HOLD
34	ORCLORACLE CORP	6,667	$980,782	0.6%	TRIM −5%
35	DEDEERE & CO	1,722	$970,006	0.6%	TRIM −5%
36	QQQINVESCO QQQ TR	1,661	$958,695	0.6%	ADD 35%
37	FESMFIDELITY COVINGTON TRUST	24,172	$918,536	0.6%	NEW
38	COSTCOSTCO WHSL CORP NEW	901	$897,781	0.6%	HOLD
39	EFAISHARES TR	9,008	$874,948	0.5%	ADD 8%
40	HDHOME DEPOT INC	2,604	$856,432	0.5%	TRIM −3%
41	IEFAISHARES TR	9,291	$841,115	0.5%	TRIM −25%
42	SDYSPDR SER TR	5,738	$837,404	0.5%	TRIM −9%
43	MUMICRON TECHNOLOGY INC	2,437	$823,316	0.5%	HOLD
44	MRKMERCK & CO INC	6,841	$822,904	0.5%	TRIM −3%
45	GLWCORNING INC	5,850	$795,425	0.5%	HOLD
46	CSXCSX CORP	18,392	$754,993	0.5%	HOLD
47	MCDMCDONALDS CORP	2,409	$748,693	0.5%	TRIM −6%
48	LLYELI LILLY & CO	807	$742,253	0.5%	TRIM −3%
49	VTVVANGUARD INDEX FDS	3,769	$739,478	0.5%	ADD 143%
50	MSMORGAN STANLEY	4,433	$729,540	0.4%	TRIM −9%
51	UNPUNION PAC CORP	2,740	$664,780	0.4%	TRIM −4%
52	VGTVANGUARD WORLD FD	922	$643,298	0.4%	TRIM −6%
53	AMATAPPLIED MATLS INC	1,863	$636,756	0.4%	TRIM −19%
54	LOWLOWES COS INC	2,638	$623,306	0.4%	TRIM −3%
55	CSCOCISCO SYS INC	7,988	$619,787	0.4%	HOLD
56	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,720	$581,274	0.4%	HOLD
57	JNJJOHNSON & JOHNSON	2,303	$562,946	0.3%	TRIM −9%
58	DHID R HORTON INC	3,675	$504,285	0.3%	HOLD
59	ABBVABBVIE INC	2,306	$501,534	0.3%	TRIM −7%
60	AGGISHARES TR	5,000	$496,350	0.3%	NEW
61	IBMINTERNATIONAL BUSINESS MACHS	1,992	$482,843	0.3%	TRIM −13%
62	IWFISHARES TR	1,127	$480,552	0.3%	TRIM −6%
63	AVGOBROADCOM INC	1,456	$450,647	0.3%	TRIM −23%
64	JEPIJPMorgan Equity Premium Income ETF	7,730	$438,136	0.3%	NEW
65	CTASCINTAS CORP	2,509	$424,373	0.3%	HOLD
66	KRKROGER CO	5,725	$414,262	0.3%	TRIM −4%
67	VTIVANGUARD INDEX FDS	1,273	$408,391	0.3%	HOLD
68	BPBP PLC	7,867	$369,749	0.2%	HOLD
69	LINLINDE PLC	736	$364,880	0.2%	TRIM −3%
70	RTXRTX CORPORATION	1,821	$351,271	0.2%	TRIM −4%
71	IYWISHARES TR	1,926	$349,415	0.2%	HOLD
72	MINTPIMCO ETF TR	3,433	$345,257	0.2%	NEW
73	SHWSHERWIN WILLIAMS CO	1,028	$329,527	0.2%	HOLD
74	VVISA INC	1,060	$320,376	0.2%	TRIM −8%
75	PEPPEPSICO INC	2,048	$318,036	0.2%	TRIM −2%
76	ABTABBOTT LABS	3,075	$315,712	0.2%	TRIM −3%
77	SYKSTRYKER CORPORATION	949	$311,832	0.2%	TRIM −7%
78	IWMISHARES TR	1,242	$308,016	0.2%	ADD 23%
79	COPCONOCOPHILLIPS	2,240	$295,680	0.2%	TRIM −3%
80	NEENEXTERA ENERGY INC	3,177	$295,080	0.2%	HOLD
81	CATCATERPILLAR INC	408	$289,051	0.2%	HOLD
82	BMYBRISTOL-MYERS SQUIBB CO	4,569	$277,112	0.2%	TRIM −10%
83	CMECME GROUP INC	893	$263,749	0.2%	HOLD
84	WMTWALMART INC	2,084	$259,001	0.2%	TRIM −22%
85	IEIISHARES TR	2,175	$257,955	0.2%	TRIM −74%
86	PPGPPG INDS INC	2,395	$255,977	0.2%	ADD 15%
87	KOCOCA COLA CO	3,356	$255,225	0.2%	HOLD
88	HONHONEYWELL INTL INC	1,096	$247,729	0.2%	HOLD
89	UBSIUNITED BANKSHARES INC WEST V	5,735	$237,544	0.1%	HOLD
90	SMTHALPS ETF TR	9,000	$231,795	0.1%	NEW
91	MTUMISHARES TR	961	$230,630	0.1%	NEW
92	SCHDSCHWAB STRATEGIC TR	7,255	$222,584	0.1%	HOLD
93	NOCNORTHROP GRUMMAN CORP	317	$216,269	0.1%	NEW
94	SPYVSPDR SERIES TRUST	3,816	$215,909	0.1%	NEW
95	TJXTJX COS INC NEW	1,328	$212,083	0.1%	TRIM −4%
96	PRUPRUDENTIAL FINL INC	2,159	$210,913	0.1%	HOLD
97	TRVTRAVELERS COMPANIES INC	709	$206,801	0.1%	HOLD
98	GOVTISHARES TR	9,000	$206,190	0.1%	NEW
99	GPCGENUINE PARTS CO	1,920	$203,041	0.1%	TRIM −2%
100	SMMUPIMCO ETF TR	4,001	$201,850	0.1%	NEW
101	JBSJBS N.V.	10,950	$196,662	0.1%	TRIM −12%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IVVISHARES TR

28K

27K

25K

24K

$16M

PEBOPEOPLES BANCORP INC

591K

570K

566K

461K

437K

444K

$15M

IVWISHARES TR

98K

100K

98K

89K

87K

85K

$10M

IJHISHARES TR

146K

136K

130K

128K

125K

$8M

SPYSTATE STR SPDR S&P 500 ETF T

11K

10K

$6M

VGITVANGUARD SCOTTSDALE FDS

88K

103K

101K

98K

$6M

IWBISHARES TR

13K

15K

$5M

CVXCHEVRON CORP NEW

25K

24K

$5M

AAPLAPPLE INC

27K

19K

18K

19K

18K

$5M

IVEISHARES TR

27K

23K

24K

22K

$5M

IJRISHARES TR

45K

43K

39K

38K

37K

35K

$4M

IGIBISHARES TR

94K

93K

82K

80K

77K

$4M

ISTBISHARES TR

78K

77K

78K

77K

75K

$4M

JPMJPMORGAN CHASE & CO

10K

13K

12K

$3M

SHYISHARES TR

37K

43K

42K

41K

42K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆PEOPLES BANK /OH