Back to funds

PEOPLES BANK /OH

bankUpdated 10 days ago

Managed by Peoples Bank /Oh • Latest filing Q3 2026

Portfolio value
$216.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
33.0%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$162.7M
Q4 2025$161.2M
Q1 2026$162.9M
Q2 2026$194.5M
Q3 2026$216.5M

Top holdings

153 positions as of Q3 2026

View filing
E
+6827.8%
Value
$23.5M
Shares
30.6K
% Port
10.83%
P

PEOPLES BANCORP INC

+441947.0%
Value
$16.2M
Shares
442.0K
% Port
7.47%
E
+9491.1%
Value
$15.8M
Shares
110.8K
% Port
7.28%
E
+7.8%
Value
$10.2M
Shares
142.2K
% Port
4.72%
-9.6%
Value
$7M
Shares
9.1K
% Port
3.22%
E
+11972.9%
Value
$6.6M
Shares
29.0K
% Port
3.05%
E
-0.2%
Value
$6.3M
Shares
15.0K
% Port
2.89%
A

APPLE INC

+6711.9%
Value
$6.1M
Shares
18.4K
% Port
2.83%
V

VANGUARD

+16531.1%
Value
$5.9M
Shares
103.3K
% Port
2.70%
B

ISHARES

+25824.5%
Value
$5.6M
Shares
68.7K
% Port
2.58%
E

ISHARES

+20789.3%
Value
$5M
Shares
99.2K
% Port
2.31%
C

CHEVRON CORPORATION

+15814.7%
Value
$4.9M
Shares
23.9K
% Port
2.25%
E

ISHARES

+74.9%
Value
$4.8M
Shares
74.1K
% Port
2.21%
V

VANGUARD

+16.9%
Value
$4.6M
Shares
64.5K
% Port
2.10%
E

ISHARES

+24856.1%
Value
$4.5M
Shares
32.9K
% Port
2.07%
M

DIMENSIONAL

+5549.8%
Value
$3.9M
Shares
70.3K
% Port
1.81%
J

JP MORGAN CHASE & CO

+15625.3%
Value
$3.9M
Shares
11.8K
% Port
1.80%
E

ISHARES

+15748.1%
Value
$3.6M
Shares
75.4K
% Port
1.65%
M

MICROSOFT CORP

+30360.0%
Value
$3.1M
Shares
6.1K
% Port
1.44%
+815.6%
Value
$3M
Shares
61.0K
% Port
1.39%

Explore