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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
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SDY ST STR SPDR 5,738.0 $837K 0.51% -576.0 -9.1% $145.94 +2.8%
22 MRK MERCK & CO Healthcare 6,841.0 $823K 0.51% -204.0 -2.9% $120.29 +1.8%
23 GLW CORNING INC Technology 5,850.0 $795K 0.49% -40.0 -0.7% $135.97 +42.7%
24 CSX CSX CORP Industrials 18,392.0 $755K 0.46% -151.0 -0.8% $41.05 +10.9%
25 MCD MCDONALDS Consumer Cyclical 2,409.0 $749K 0.46% -146.0 -5.7% $310.79 -9.2%
26 LLY ELI LILLY & CO Healthcare 807.0 $742K 0.46% -27.0 -3.2% $919.77 +15.8%
27 MS MORGAN STANLEY Financial Services 4,433.0 $730K 0.45% -432.0 -8.9% $164.57 +22.2%
28 UNP UNION PACIFIC CORP Industrials 2,740.0 $665K 0.41% -115.0 -4.0% $242.62 +9.6%
29 VGT VANGUARD 922.0 $643K 0.40% -57.0 -5.8% $697.72 -83.4%
30 AMAT APPLIED MATERIALS DELAWARE Technology 1,863.0 $637K 0.39% -428.0 -18.7% $341.79 +26.4%
31 LOW LOWES COMPANY Consumer Cyclical 2,638.0 $623K 0.38% -74.0 -2.7% $236.28 -9.0%
32 JNJ JOHNSON & JOHNSON Healthcare 2,303.0 $563K 0.35% -218.0 -8.7% $244.44 -4.1%
33 ABBV ABBVIE INC Healthcare 2,306.0 $502K 0.31% -169.0 -6.8% $217.49 -0.8%
34 IBM IBM Technology 1,992.0 $483K 0.30% -290.0 -12.7% $242.39 +4.7%
35 IWF ISHARES 1,127.0 $481K 0.29% -68.0 -5.7% $426.40 -70.7%
36 AVGO BROADCOM INC Technology 1,456.0 $451K 0.28% -430.0 -22.8% $309.51 +33.8%
37 CTAS CINTAS CORPORATION Industrials 2,509.0 $424K 0.26% -36.0 -1.4% $169.14 +2.2%
38 KR KROGER CO Consumer Defensive 5,725.0 $414K 0.25% -221.0 -3.7% $72.36 -7.1%
39 LIN LINDE PLC Basic Materials 736.0 $365K 0.22% -24.0 -3.2% $495.76 +4.4%
40 RTX RAYTHEON TECHNOLOGIES CORP Industrials 1,821.0 $351K 0.22% -78.0 -4.1% $192.90 -8.2%
Page 2 of 3  ·  52 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 38.1%
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%