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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KR KROGER CO Consumer Defensive 6,063.0 $337K 0.17% +338.0 +5.9% $55.53 +3.6%
42 SMMU PIMCO 6,666.0 $337K 0.17% +3K +66.6% $50.50 -0.4%
43 NEE NEXTERA ENERGY INC Utilities 3,625.0 $318K 0.16% +448.0 +14.1% $87.77 -6.2%
44 BP BP AMOCO PLC SPONS ADR Energy 8,275.0 $306K 0.16% +408.0 +5.2% $36.95 +16.0%
45 TJX TJX COS INC Consumer Cyclical 1,706.0 $258K 0.13% +378.0 +28.5% $151.50 -11.6%
46 GPC GENUINE PARTS CO Consumer Cyclical 1,960.0 $231K 0.12% +40.0 +2.1% $117.98 +15.0%
Page 3 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%