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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBM IBM Technology 2,002.0 $563K 0.29% +10.0 +0.5% $281.21 -16.8%
62 IWF ISHARES 4,508.0 $560K 0.29% +3K +300.0% $124.17 -1.2%
63 IYW ISHARES 1,926.0 $486K 0.25% $252.23 -0.4%
64 CAT CATERPILLAR INC Industrials 450.0 $479K 0.25% +42.0 +10.3% $1064.90 -25.1%
65 VTI VANGUARD 1,273.0 $471K 0.24% $370.04 +2.2%
66 LIN LINDE PLC Basic Materials 886.0 $460K 0.24% +150.0 +20.4% $518.94 -5.7%
67 V VISA INC Financial Services 1,328.0 $456K 0.23% +268.0 +25.3% $343.09 +10.6%
68 JEPI JP MORGAN 7,730.0 $437K 0.22% $56.48 +1.8%
69 RTX RAYTHEON TECHNOLOGIES CORP Industrials 2,198.0 $417K 0.21% +377.0 +20.7% $189.73 +9.5%
70 LRCX LAM RESEARCH Technology 931.0 $403K 0.21% NEW $433.33 -30.4%
71 WMT WAL MART STORES INC Consumer Defensive 3,526.0 $399K 0.20% +1K +69.2% $113.26 -7.4%
72 CTAS CINTAS CORPORATION Industrials 2,193.0 $373K 0.19% -316.0 -12.6% $170.08 +18.6%
73 SHW SHERWIN WILLIAMS CO. COMMON Basic Materials 1,081.0 $372K 0.19% +53.0 +5.2% $344.32 -1.6%
74 IWM ISHARES 1,238.0 $372K 0.19% $300.45 -2.2%
75 AMD ADVANCED MICRO DEVICES Technology 637.0 $370K 0.19% NEW $580.91 -19.0%
76 GOOG ALPHABET INC 1,039.0 $367K 0.19% NEW $353.33
77 KR KROGER CO Consumer Defensive 6,063.0 $337K 0.17% +338.0 +5.9% $55.53 +3.6%
78 SMMU PIMCO 6,666.0 $337K 0.17% +3K +66.6% $50.50 -0.4%
79 UNH UNITEDHEALTH GROUP INC Healthcare 799.0 $332K 0.17% NEW $415.63 -6.3%
80 MTUM ISHARES 961.0 $329K 0.17% $342.83 -12.4%
Page 4 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%