Portfolio (Quarterly) Guide ↗

PEOPLES BANK /OH

· CIK 0000934866

13F Portfolio $163M AUM 143 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 11 New 18 Added 52 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SMB	VANECK	—	21,899	$381K	0.24%	SOLD
2	VCIT	VANGUARD	—	3,992	$334K	0.21%	SOLD
3	VCSH	VANGUARD	—	3,252	$259K	0.16%	SOLD
4	MUB	ISHARES	—	2,227	$239K	0.15%	SOLD
5	UNH	UNITEDHEALTH GROUP INC	Healthcare	711	$235K	0.15%	SOLD
6	GEHC	GE HEALTHCARE TECHNOLOGIES INC	Healthcare	2,797	$229K	0.14%	SOLD
7	BSV	VANGUARD	—	2,685	$212K	0.13%	SOLD

Sector Allocation

Financial Services 38.1%

Technology 18.7%

Energy 12.3%

Consumer Cyclical 8.0%

Industrials 6.6%

Consumer Defensive 6.0%

Healthcare 4.7%

Communication Services 3.9%

Basic Materials 1.3%

Utilities 0.4%