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Portfolio (Quarterly) Guide ↗

PEOPLES BANK /OH

· CIK 0000934866
13F Portfolio $195M AUM 143 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 46 Added 30 Reduced 9 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FESM FIDELITY 36,953.0 $1.8M 0.92% +13K +52.9% $48.29 -2.4%
22 IGSB ISHARES 27,168.0 $1.4M 0.73% +4K +18.5% $52.41 -0.6%
23 QQQ INVESCO Financial Services 1,927.0 $1.4M 0.73% +266.0 +16.0% $736.40 -2.7%
24 BAC BANK OF AMERICA Financial Services 21,410.0 $1.2M 0.63% +307.0 +1.4% $56.98 +8.7%
25 LLY ELI LILLY & CO Healthcare 873.0 $1.0M 0.54% +66.0 +8.2% $1199.43 -3.5%
26 ORCL ORACLE CORPORATION Technology 6,897.0 $1.0M 0.52% +230.0 +3.5% $146.55 +1.8%
27 MRK MERCK & CO Healthcare 6,930.0 $891K 0.46% +89.0 +1.3% $128.50 +15.0%
28 VGT VANGUARD 7,372.0 $881K 0.45% +6K +699.6% $119.52 +0.8%
29 VTV VANGUARD 3,947.0 $860K 0.44% +178.0 +4.7% $217.93 +3.2%
30 AVGO BROADCOM INC Technology 1,893.0 $715K 0.37% +437.0 +30.0% $377.75 -2.0%
31 MCD MCDONALDS Consumer Cyclical 2,474.0 $669K 0.34% +65.0 +2.7% $270.31 -2.5%
32 LOW LOWES COMPANY Consumer Cyclical 2,778.0 $613K 0.32% +140.0 +5.3% $220.49 -7.2%
33 IBM IBM Technology 2,002.0 $563K 0.29% +10.0 +0.5% $281.21 -16.8%
34 IWF ISHARES 4,508.0 $560K 0.29% +3K +300.0% $124.17 -1.2%
35 CAT CATERPILLAR INC Industrials 450.0 $479K 0.25% +42.0 +10.3% $1064.90 -25.1%
36 LIN LINDE PLC Basic Materials 886.0 $460K 0.24% +150.0 +20.4% $518.94 -5.7%
37 V VISA INC Financial Services 1,328.0 $456K 0.23% +268.0 +25.3% $343.09 +10.6%
38 RTX RAYTHEON TECHNOLOGIES CORP Industrials 2,198.0 $417K 0.21% +377.0 +20.7% $189.73 +9.5%
39 WMT WAL MART STORES INC Consumer Defensive 3,526.0 $399K 0.20% +1K +69.2% $113.26 -7.4%
40 SHW SHERWIN WILLIAMS CO. COMMON Basic Materials 1,081.0 $372K 0.19% +53.0 +5.2% $344.32 -1.6%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.2%
Technology 24.4%
Energy 8.6%
Consumer Cyclical 7.7%
Industrials 6.2%
Healthcare 4.8%
Consumer Defensive 4.8%
Communication Services 3.6%
Basic Materials 1.3%
Utilities 0.4%