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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 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEFA ISHARES 9,291.0 $841K 0.52% -3K -24.8% $90.53 +7.4%
42 SDY ST STR SPDR 5,738.0 $837K 0.51% -576.0 -9.1% $145.94 +2.8%
43 MU MICRON TECHNOLOGY Technology 2,437.0 $823K 0.51% $337.84 +122.3%
44 MRK MERCK & CO Healthcare 6,841.0 $823K 0.51% -204.0 -2.9% $120.29 +1.8%
45 GLW CORNING INC Technology 5,850.0 $795K 0.49% -40.0 -0.7% $135.97 +42.7%
46 CSX CSX CORP Industrials 18,392.0 $755K 0.46% -151.0 -0.8% $41.05 +10.9%
47 MCD MCDONALDS Consumer Cyclical 2,409.0 $749K 0.46% -146.0 -5.7% $310.79 -9.2%
48 LLY ELI LILLY & CO Healthcare 807.0 $742K 0.46% -27.0 -3.2% $919.77 +15.8%
49 VTV VANGUARD 3,769.0 $739K 0.45% +2K +143.5% $196.20 +7.5%
50 MS MORGAN STANLEY Financial Services 4,433.0 $730K 0.45% -432.0 -8.9% $164.57 +22.2%
51 UNP UNION PACIFIC CORP Industrials 2,740.0 $665K 0.41% -115.0 -4.0% $242.62 +9.6%
52 VGT VANGUARD 922.0 $643K 0.40% -57.0 -5.8% $697.72 -83.4%
53 AMAT APPLIED MATERIALS DELAWARE Technology 1,863.0 $637K 0.39% -428.0 -18.7% $341.79 +26.4%
54 LOW LOWES COMPANY Consumer Cyclical 2,638.0 $623K 0.38% -74.0 -2.7% $236.28 -9.0%
55 CSCO CISCO SYSTEMS Technology 7,988.0 $620K 0.38% +137.0 +1.8% $77.59 +55.2%
56 TSM TAIWAN SEMICONDUCT MANU CORP Technology 1,720.0 $581K 0.36% $337.95 +19.7%
57 JNJ JOHNSON & JOHNSON Healthcare 2,303.0 $563K 0.35% -218.0 -8.7% $244.44 -4.1%
58 DHI D R HORTON INC Consumer Cyclical 3,675.0 $504K 0.31% $137.22 +4.7%
59 ABBV ABBVIE INC Healthcare 2,306.0 $502K 0.31% -169.0 -6.8% $217.49 -0.8%
60 AGG ISHARES 5,000.0 $496K 0.30% NEW $99.27 -0.8%
Page 3 of 6  ·  101 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%