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Peoples Bank 13F Portfolio

Portfolio Manager
Peoples Bank
Performance
+7.34% (2026 Q2)
AUM (13F)
$102.88M
# of Holdings
98
Performance Rank
Allocation (Top 20)
51.36%
Latest filing
Q2 2026

Peoples Bank Holdings Map

Top 50 Peoples Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOGL
ALPHABET
5.5%15.8K$5.7M
+5.23%(+787)
2025-Q2: 19.3K shares2025-Q3: 15.6K shares2025-Q4: 15.2K shares2026-Q1: 15.1K shares2026-Q2: 15.8K shares
$139.27(+152.37%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC
5.01%10.3K$5.1M
-4.85%(-525)
2025-Q2: 20.5K shares2025-Q3: 10.1K shares2025-Q4: 10.1K shares2026-Q1: 10.8K shares2026-Q2: 10.3K shares
$355.72(+47.12%)
2026-06-30
AAPL
APPLE
4.2%15.0K$4.3M
+11.98%(+1.60K)
2025-Q2: 20.7K shares2025-Q3: 13.8K shares2025-Q4: 13.1K shares2026-Q1: 13.4K shares2026-Q2: 15.0K shares
$178.60(+71.71%)
2026-06-30
MSFT
MICROSOFT
4.19%11.6K$4.3M
-0.88%(-103)
2025-Q2: 18.9K shares2025-Q3: 12.0K shares2025-Q4: 11.7K shares2026-Q1: 11.7K shares2026-Q2: 11.6K shares
$328.17(+53.20%)
2026-06-30
VOO
VANGUARD S&P 500
3.66%5.5K$3.8M
+1.63%(+88)
2025-Q2: 3.8K shares2025-Q3: 3.8K shares2025-Q4: 3.7K shares2026-Q1: 5.4K shares2026-Q2: 5.5K shares
$468.75(+51.69%)
2026-06-30
QQQ
INVESCO QQQ
2.7%3.8K$2.8M
-11.46%(-488)
2025-Q2: 8.4K shares2025-Q3: 4.5K shares2025-Q4: 4.4K shares2026-Q1: 4.3K shares2026-Q2: 3.8K shares
$369.02(+95.33%)
2026-06-30
PFF
ISHARES TR U.S.
2.39%80.7K$2.5M
-0.63%(-513)
2025-Q2: 130.0K shares2025-Q3: 85.0K shares2025-Q4: 82.3K shares2026-Q1: 81.3K shares2026-Q2: 80.7K shares
$30.54(+0.18%)
2026-06-30
DVY
ISHARES SELECT DIVIDEND
2.22%14.6K$2.3M
-0.26%(-38)
2025-Q2: 15.1K shares2025-Q3: 14.4K shares2025-Q4: 14.3K shares2026-Q1: 14.6K shares2026-Q2: 14.6K shares
$112.82(+43.90%)
2026-06-30
ADI
ANALOG
2.06%5.3K$2.1M
-5.61%(-318)
2025-Q2: 6.8K shares2025-Q3: 5.9K shares2025-Q4: 5.7K shares2026-Q1: 5.7K shares2026-Q2: 5.3K shares
$229.21(+70.59%)
2026-06-30
XOM
EXXON MOBIL
2%15.0K$2.1M
-0.66%(-100)
2025-Q2: 32.8K shares2025-Q3: 15.7K shares2025-Q4: 15.3K shares2026-Q1: 15.1K shares2026-Q2: 15.0K shares
$112.69(+41.76%)
2026-06-30

About Peoples Bankโ€™s portfolio

Peoples Bank reports $102.88M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.5%), BRK.B (5.0%) and AAPL (4.2%). The top 20 holdings account for 51.36% of reported assets. Its disclosed equity book has returned +46.28% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
GOOGL โ€” 6.8% ($5.66M)BRK.B โ€” 6.2% ($5.15M)AAPL โ€” 5.2% ($4.33M)MSFT โ€” 5.2% ($4.32M)VOO โ€” 4.5% ($3.77M)QQQ โ€” 3.3% ($2.78M)PFF โ€” 3.0% ($2.46M)DVY โ€” 2.7% ($2.28M)ADI โ€” 2.6% ($2.12M)XOM โ€” 2.5% ($2.06M)Other โ€” 58.0% ($48.25M)
42%in top 10
  • GOOGL6.8%
  • BRK.B6.2%
  • AAPL5.2%
  • MSFT5.2%
  • VOO4.5%
  • QQQ3.3%
  • PFF3.0%
  • DVY2.7%
  • ADI2.6%
  • XOM2.5%
  • Other58.0%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
11
AAPLAPPLE+12.0%
HONHONEYWELL+97.5%
GOOGLALPHABET+5.2%
LOWLOWE'S COMPANIES+14.6%
+7 more
Trimmed
37
QQQINVESCO QQQ-11.5%
BRK.BBERKSHIRE HATHAWAY INC-4.9%
XLKS&P SPDR TECHNOLOGY SBI-10.4%
WFCWELLS FARGO-7.4%
+33 more

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Source filings

Holdings on this page are parsed from Peoples Bankโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1998269). View Peoples Bankโ€™s 13F filings on SEC

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