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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 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 V VISA INC Financial Services 1,060.0 $320K 0.20% -96.0 -8.3% $302.24 +8.8%
42 PEP PEPSICO INC Consumer Defensive 2,048.0 $318K 0.20% -45.0 -2.1% $155.29 -3.0%
43 ABT ABBOTT LABORATORIES Healthcare 3,075.0 $316K 0.19% -86.0 -2.7% $102.67 -14.9%
44 SYK STRYKER Healthcare 949.0 $312K 0.19% -70.0 -6.9% $328.59 -3.7%
45 COP CONOCOPHILLIPS Energy 2,240.0 $296K 0.18% -76.0 -3.3% $132.00 -8.7%
46 BMY BRISTOL MYERS SQUIBB Healthcare 4,569.0 $277K 0.17% -500.0 -9.9% $60.65 -2.0%
47 WMT WAL MART STORES INC Consumer Defensive 2,084.0 $259K 0.16% -602.0 -22.4% $124.28 -3.2%
48 IEI ISHARES 2,175.0 $258K 0.16% -6K -74.1% $118.60 -1.2%
49 SCHD SCHWAB 7,255.0 $223K 0.14% -46.0 -0.6% $30.68 +7.0%
50 TJX TJX COS INC Consumer Cyclical 1,328.0 $212K 0.13% -51.0 -3.7% $159.70 -0.9%
51 GPC GENUINE PARTS CO Consumer Cyclical 1,920.0 $203K 0.12% -40.0 -2.0% $105.75 -7.5%
52 JBS N V 10,950.0 $197K 0.12% -2K -12.4% $17.96
Page 3 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%