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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM IBM Technology 1,992.0 $483K 0.30% -290.0 -12.7% $242.39 +4.7%
62 IWF ISHARES 1,127.0 $481K 0.29% -68.0 -5.7% $426.40 -70.7%
63 AVGO BROADCOM INC Technology 1,456.0 $451K 0.28% -430.0 -22.8% $309.51 +33.8%
64 JEPI JP MORGAN 7,730.0 $438K 0.27% NEW $56.68 -0.6%
65 CTAS CINTAS CORPORATION Industrials 2,509.0 $424K 0.26% -36.0 -1.4% $169.14 +2.2%
66 KR KROGER CO Consumer Defensive 5,725.0 $414K 0.25% -221.0 -3.7% $72.36 -7.1%
67 VTI VANGUARD 1,273.0 $408K 0.25% $320.81 +14.3%
68 BP BP AMOCO PLC SPONS ADR Energy 7,867.0 $370K 0.23% +150.0 +1.9% $47.00 -5.6%
69 LIN LINDE PLC Basic Materials 736.0 $365K 0.22% -24.0 -3.2% $495.76 +4.4%
70 RTX RAYTHEON TECHNOLOGIES CORP Industrials 1,821.0 $351K 0.22% -78.0 -4.1% $192.90 -8.2%
71 IYW ISHARES 1,926.0 $349K 0.21% $181.42 +33.3%
72 MINT PIMCO 3,433.0 $345K 0.21% NEW $100.57 +0.1%
73 SHW SHERWIN WILLIAMS CO. COMMON Basic Materials 1,028.0 $330K 0.20% $320.55 -3.6%
74 V VISA INC Financial Services 1,060.0 $320K 0.20% -96.0 -8.3% $302.24 +8.8%
75 PEP PEPSICO INC Consumer Defensive 2,048.0 $318K 0.20% -45.0 -2.1% $155.29 -3.0%
76 ABT ABBOTT LABORATORIES Healthcare 3,075.0 $316K 0.19% -86.0 -2.7% $102.67 -14.9%
77 SYK STRYKER Healthcare 949.0 $312K 0.19% -70.0 -6.9% $328.59 -3.7%
78 IWM ISHARES 1,242.0 $308K 0.19% +231.0 +22.9% $248.00 +15.0%
79 COP CONOCOPHILLIPS Energy 2,240.0 $296K 0.18% -76.0 -3.3% $132.00 -8.7%
80 NEE NEXTERA ENERGY INC Utilities 3,177.0 $295K 0.18% $92.88 -4.7%
Page 4 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%