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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 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORPORATION Technology 6,897.0 $1.0M 0.52% +230.0 +3.5% $146.55 +1.8%
42 EFA ISHARES 8,939.0 $929K 0.48% -69.0 -0.8% $103.88 +3.4%
43 CSCO CISCO SYSTEMS Technology 7,860.0 $923K 0.47% -128.0 -1.6% $117.46 -5.9%
44 HD HOME DEPOT INC Consumer Cyclical 2,564.0 $904K 0.47% -40.0 -1.5% $352.68 -7.0%
45 MRK MERCK & CO Healthcare 6,930.0 $891K 0.46% +89.0 +1.3% $128.50 +15.0%
46 VGT VANGUARD 7,372.0 $881K 0.45% +6K +699.6% $119.52 +0.8%
47 MS MORGAN STANLEY Financial Services 4,189.0 $876K 0.45% -244.0 -5.5% $209.04 +2.1%
48 CSX CSX CORP Industrials 18,267.0 $868K 0.45% -125.0 -0.7% $47.53 +6.3%
49 SDY STATE STREET SPDR 5,677.0 $864K 0.44% -61.0 -1.1% $152.18 +2.7%
50 IEFA ISHARES 8,914.0 $861K 0.44% -377.0 -4.1% $96.58 +3.8%
51 VTV VANGUARD 3,947.0 $860K 0.44% +178.0 +4.7% $217.93 +3.2%
52 TSM TAIWAN SEMICONDUCT MANU CORP Technology 1,709.0 $816K 0.42% -11.0 -0.6% $477.57 -13.0%
53 COST COSTCO WHOLESALE CORP Consumer Defensive 847.0 $792K 0.41% -54.0 -6.0% $935.47 +0.9%
54 AVGO BROADCOM INC Technology 1,893.0 $715K 0.37% +437.0 +30.0% $377.75 -2.0%
55 UNP UNION PACIFIC CORP Industrials 2,460.0 $669K 0.34% -280.0 -10.2% $272.00 +10.5%
56 MCD MCDONALDS Consumer Cyclical 2,474.0 $669K 0.34% +65.0 +2.7% $270.31 -2.5%
57 LOW LOWES COMPANY Consumer Cyclical 2,778.0 $613K 0.32% +140.0 +5.3% $220.49 -7.2%
58 DHI D R HORTON INC Consumer Cyclical 3,650.0 $595K 0.31% -25.0 -0.7% $162.88 -11.2%
59 ABBV ABBVIE INC Healthcare 2,289.0 $576K 0.30% -17.0 -0.7% $251.64 +1.9%
60 JNJ JOHNSON & JOHNSON Healthcare 2,228.0 $566K 0.29% -75.0 -3.3% $253.97 +4.7%
Page 3 of 5  ·  100 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%