PEOPLES BANK /OH
Long book
$162.9M
Q1 2026
Positions
101
Top-10 weight
49%
concentration
Last quarter
+12.1%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filingsPEOPLES BANK /OH is a wealth-management firm allocating client money, running a $162.9M US long book across 101 positions.
The portfolio is moderately concentrated (top 10 ≈ 49% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, PEOPLES BANCORP INC, ISHARES S&P 500 GROWTH ETF, ISHARES CORE S&P MIDCAP ETF, SS SPDR S&P 500 ETF TRUST-US.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+5.8%
Q3 2024
+0.9%
Q4 2024
-2.4%
Q1 2025
+6.8%
Q2 2025
+6.0%
Q3 2025
+2.0%
Q4 2025
+0.8%
Q1 2026
+12.1%
Sector allocation
Financials 31%
Technology 24%
Energy 13%
Consumer discretionary 9%
Industrials 8%
Other 6%
Healthcare 5%
Consumer staples 1%
Long book by quarter
What does PEOPLES BANK own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| PEBO PEOPLES BANCORP INC | Financials | 443.6K | $14.6M | 9.0% | +1.6% |
| CVX CHEVRON CORP | Energy | 23.6K | $4.9M | 3.0% | -0.5% |
| AAPL APPLE INC | Technology | 18.0K | $4.6M | 2.8% | -4.9% |
| JPM JPMORGAN CHASE & CO | Financials | 11.7K | $3.5M | 2.1% | -4.3% |
| XOM EXXON MOBIL CORP | Energy | 14.4K | $2.5M | 1.5% | -3.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 16.4K | $2.4M | 1.5% | -2.2% |
| MSFT MICROSOFT CORP | Technology | 5.6K | $2.1M | 1.3% | -6.2% |
| NVDA NVIDIA CORP | Technology | 11.4K | $2.0M | 1.2% | +0.7% |
| META META PLATFORMS INC-CLASS A | Technology | 3.2K | $1.8M | 1.1% | -2.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 8.2K | $1.7M | 1.0% | -1.6% |
| PSX PHILLIPS 66 | Energy | 6.3K | $1.1M | 0.7% | -0.4% |
| ESCA ESCALADE INC | Other | 65.3K | $1.1M | 0.7% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 3.7K | $1.1M | 0.6% | -10.2% |
| BAC BANK OF AMERICA CORP | Financials | 21.1K | $1.0M | 0.6% | -1.4% |
| LII LENNOX INTERNATIONAL INC | Industrials | 2.1K | $993K | 0.6% | Held |
| ORCL ORACLE CORP | Technology | 6.7K | $981K | 0.6% | -5.2% |
| DE DEERE & CO | Industrials | 1.7K | $970K | 0.6% | -5.0% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 901 | $898K | 0.6% | -1.5% |
| HD HOME DEPOT INC | Consumer discretionary | 2.6K | $856K | 0.5% | -2.6% |
| MU MICRON TECHNOLOGY INC | Technology | 2.4K | $823K | 0.5% | Held |
| MRK MERCK & CO. INC. | Healthcare | 6.8K | $823K | 0.5% | -2.9% |
| GLW CORNING INC | Industrials | 5.8K | $795K | 0.5% | -0.7% |
| CSX CSX CORP | Industrials | 18.4K | $755K | 0.5% | -0.8% |
| MCD MCDONALD'S CORP | Consumer discretionary | 2.4K | $749K | 0.5% | -5.7% |
| LLY ELI LILLY & CO | Healthcare | 807 | $742K | 0.5% | -3.2% |
| MS MORGAN STANLEY | Financials | 4.4K | $730K | 0.4% | -8.9% |
| UNP UNION PACIFIC CORP | Industrials | 2.7K | $665K | 0.4% | -4.0% |
| AMAT APPLIED MATERIALS INC | Technology | 1.9K | $637K | 0.4% | -18.7% |
| LOW LOWE'S COS INC | Consumer discretionary | 2.6K | $623K | 0.4% | -2.7% |
| CSCO CISCO SYSTEMS INC | Technology | 8.0K | $620K | 0.4% | +1.7% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.3K | $563K | 0.3% | -8.6% |
| DHI DR HORTON INC | Industrials | 3.7K | $504K | 0.3% | Held |
| ABBV ABBVIE INC | Healthcare | 2.3K | $502K | 0.3% | -6.8% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 2.0K | $483K | 0.3% | -12.7% |
| AVGO BROADCOM INC | Technology | 1.5K | $451K | 0.3% | -22.8% |
| CTAS CINTAS CORP | Other | 2.5K | $424K | 0.3% | -1.4% |
| KR KROGER CO | Consumer discretionary | 5.7K | $414K | 0.3% | -3.7% |
| LIN LINDE PLC | Materials | 736 | $365K | 0.2% | -3.2% |
| RTX RTX CORP | Industrials | 1.8K | $351K | 0.2% | -4.1% |
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 1.0K | $330K | 0.2% | Held |
| V VISA INC-CLASS A SHARES | Services media | 1.1K | $320K | 0.2% | -8.3% |
| PEP PEPSICO INC | Consumer staples | 2.0K | $318K | 0.2% | -2.2% |
| ABT ABBOTT LABORATORIES | Healthcare | 3.1K | $316K | 0.2% | -2.7% |
| SYK STRYKER CORP | Healthcare | 949 | $312K | 0.2% | -6.9% |
| COP CONOCOPHILLIPS | Energy | 2.2K | $296K | 0.2% | -3.3% |
| NEE NEXTERA ENERGY INC | Utilities | 3.2K | $295K | 0.2% | 0.0% |
| CAT CATERPILLAR INC | Industrials | 408 | $289K | 0.2% | -0.2% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 4.6K | $277K | 0.2% | -9.9% |
| CME CME GROUP INC | Financials | 893 | $264K | 0.2% | Held |
| WMT WALMART INC | Consumer discretionary | 2.1K | $259K | 0.2% | -22.4% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 24, 2026 | 143 | $162.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 143 | $161.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 140 | $162.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 142 | $161.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 140 | $152.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 3, 2025 | 143 | $169.9M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 172 | $195.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 22, 2024 | 181 | $192.7M | confidential canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 172 | $179.5M | confidential canonical | SEC ↗ |