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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 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWB ISHARES 15,071.0 $6.2M 3.17% -210.0 -1.4% $409.50 +2.5%
2 VGIT VANGUARD 95,094.0 $5.6M 2.88% -2K -2.5% $58.98 -1.3%
3 IJR ISHARES 34,931.0 $5.2M 2.66% -398.0 -1.1% $148.31 -2.5%
4 IWR ISHARES 18,962.0 $2.1M 1.07% -181.0 -0.9% $110.32 +1.3%
5 PG PROCTER & GAMBLE CO Consumer Defensive 14,187.0 $2.1M 1.07% -2K -13.7% $146.64 -0.8%
6 XOM EXXON MOBIL CORPORATION Energy 14,227.0 $1.9M 1.00% -221.0 -1.5% $136.72 +17.5%
7 GLW CORNING INC Technology 5,604.0 $1.4M 0.74% -246.0 -4.2% $255.43 -42.1%
8 AMAT APPLIED MATERIALS DELAWARE Technology 1,818.0 $1.3M 0.68% -45.0 -2.4% $723.00 -36.5%
9 DE DEERE & CO Industrials 1,687.0 $1.1M 0.55% -35.0 -2.0% $634.33 +2.7%
10 EFA ISHARES 8,939.0 $929K 0.48% -69.0 -0.8% $103.88 +3.4%
11 CSCO CISCO SYSTEMS Technology 7,860.0 $923K 0.47% -128.0 -1.6% $117.46 -5.6%
12 HD HOME DEPOT INC Consumer Cyclical 2,564.0 $904K 0.47% -40.0 -1.5% $352.68 -7.0%
13 MS MORGAN STANLEY Financial Services 4,189.0 $876K 0.45% -244.0 -5.5% $209.04 +2.2%
14 CSX CSX CORP Industrials 18,267.0 $868K 0.45% -125.0 -0.7% $47.53 +6.0%
15 SDY STATE STREET SPDR 5,677.0 $864K 0.44% -61.0 -1.1% $152.18 +2.7%
16 IEFA ISHARES 8,914.0 $861K 0.44% -377.0 -4.1% $96.58 +3.7%
17 TSM TAIWAN SEMICONDUCT MANU CORP Technology 1,709.0 $816K 0.42% -11.0 -0.6% $477.57 -13.1%
18 COST COSTCO WHOLESALE CORP Consumer Defensive 847.0 $792K 0.41% -54.0 -6.0% $935.47 +0.9%
19 UNP UNION PACIFIC CORP Industrials 2,460.0 $669K 0.34% -280.0 -10.2% $272.00 +10.4%
20 DHI D R HORTON INC Consumer Cyclical 3,650.0 $595K 0.31% -25.0 -0.7% $162.88 -11.2%
Page 1 of 2  ·  30 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%