Data as of Q4 2025 (Dec 31, 2025)

PEOPLES BANK /OH

โ€ขCIK: 934866โ€ขFiling: Q4 2025

**PEOPLES BANK /OH** manages $161M across a diversified portfolio of 97 positions. The fund exhibits a notable allocation to broad market ETFs, with IVV commanding the largest position at $16.5M, followed by PEBO at $13.1M and IVW at $10.8M. Significant exposure is also maintained in core indices such as SPY ($7.0M) and AAPL ($5.2M). This structure suggests a systematic, equity-focused approach leveraging established market benchmarks.

Total AUM
$161.2M
QoQ Performance
-0.9%
Positions
72
Top 10 Concentration
50.2%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
PEBO
IVW
IJH
IVV10.3%
PEBO8.1%
IVW6.7%
IJH5.2%
SPY4.4%
VGIT3.6%
AAPL3.2%
IWB3.0%

๐Ÿ“ˆ Biggest Buys

PYLD
PIMCO
NEW
1.2% of portfolio
VCSH
VANGUARD
NEW
0.2% of portfolio
CAT
CATERPILLAR INC
NEW
0.1% of portfolio
TJX
TJX COS INC
NEW
0.1% of portfolio
TRV
TRAVELERS COS INC
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

MU
MICRON TECHNOLOGY
-63.0%
0.4% of portfolio
PEBO
PEOPLES BANCORP INC
-5.4%
8.1% of portfolio
TSM
TAIWAN SEMICONDUCT MANU CORP
-46.0%
0.3% of portfolio
NVDA
NVIDIA CORPORATION
-16.6%
1.3% of portfolio
IVV
ISHARES
-2.1%
10.3% of portfolio

Sector Breakdown

Other61.9%
ETF14.6%
Technology10.5%
Financial3.6%
Consumer3.3%
Healthcare2.3%
Industrial1.4%
Energy1.3%

๐Ÿšช Exited Positionssold since Q3 2025

JPIE
JP MORGAN
SOLD
$2.1M
FISV
FISERV
SOLD
$290.1K
NFLX
NETFLIX COM INC
SOLD
$256.6K

Changes from Q3 2025

NEW6 new positions
โ†‘34 increased
โ†“42 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023