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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 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 2,289.0 $576K 0.30% -17.0 -0.7% $251.64 +1.9%
22 JNJ JOHNSON & JOHNSON Healthcare 2,228.0 $566K 0.29% -75.0 -3.3% $253.97 +4.7%
23 CTAS CINTAS CORPORATION Industrials 2,193.0 $373K 0.19% -316.0 -12.6% $170.08 +18.6%
24 SYK STRYKER Healthcare 939.0 $296K 0.15% -10.0 -1.1% $314.84 +2.8%
25 PPG PPG INDUSTRIES INC Basic Materials 2,380.0 $289K 0.15% -15.0 -0.6% $121.29 -7.5%
26 PEP PEPSICO INC Consumer Defensive 1,998.0 $271K 0.14% -50.0 -2.4% $135.40 +3.6%
27 KO COCA COLA Consumer Defensive 3,244.0 $264K 0.14% -112.0 -3.3% $81.27 +9.1%
28 ABT ABBOTT LABORATORIES Healthcare 2,854.0 $259K 0.13% -221.0 -7.2% $90.74 +21.6%
29 BMY BRISTOL MYERS SQUIBB Healthcare 4,344.0 $250K 0.13% -225.0 -4.9% $57.62 +15.9%
30 COP CONOCOPHILLIPS Energy 2,150.0 $224K 0.12% -90.0 -4.0% $103.96 +27.4%
Page 2 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%