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Peoples Bank 13F Portfolio

Portfolio Manager
Peoples Bank
Performance
+9.82% (2026 Q2)
AUM (13F)
$194.52M
# of Holdings
100
Performance Rank
Allocation (Top 20)
68.32%
Latest filing
Q2 2026

Peoples Bank Holdings Map

Top 50 Peoples Bank Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES
10.26%26.6K$20.0M
+9.77%(+2.37K)
2025-Q2: 26.6K shares2025-Q3: 24.7K shares2025-Q4: 24.1K shares2026-Q1: 24.3K shares2026-Q2: 26.6K shares
$232.33(+235.27%)
2026-06-30
PEBO
PEOPLES BANCORP INC
8.76%443.6K$17.0M
-0.01%(-55)
2025-Q2: 566.2K shares2025-Q3: 461.3K shares2025-Q4: 436.6K shares2026-Q1: 443.6K shares2026-Q2: 443.6K shares
$22.61(+82.08%)
2026-06-30
IVW
ISHARES
6.61%93.5K$12.9M
+9.77%(+8.32K)
2025-Q2: 97.9K shares2025-Q3: 88.6K shares2025-Q4: 87.3K shares2026-Q1: 85.2K shares2026-Q2: 93.5K shares
$49.67(+185.11%)
2026-06-30
IJH
ISHARES
5.23%131.9K$10.2M
+5.62%(+7.02K)
2025-Q2: 135.5K shares2025-Q3: 129.8K shares2025-Q4: 127.7K shares2026-Q1: 124.9K shares2026-Q2: 131.9K shares
$32.33(+142.97%)
2026-06-30
SPY
SPDR
3.88%10.1K$7.6M
+1.44%(+144)
2025-Q2: 10.5K shares2025-Q3: 10.3K shares2025-Q4: 10.3K shares2026-Q1: 10.0K shares2026-Q2: 10.1K shares
$206.54(+275.39%)
2026-06-30
IWB
ISHARES
3.17%15.1K$6.2M
-1.37%(-210)
2025-Q2: 13.0K shares2025-Q3: 12.8K shares2025-Q4: 12.8K shares2026-Q1: 15.3K shares2026-Q2: 15.1K shares
$154.07(+175.72%)
2026-06-30
IVE
ISHARES
3.03%25.9K$5.9M
+20.11%(+4.34K)
2025-Q2: 24.5K shares2025-Q3: 22.4K shares2025-Q4: 22.1K shares2026-Q1: 21.6K shares2026-Q2: 25.9K shares
$162.66(+45.78%)
2026-06-30
VGIT
VANGUARD
2.88%95.1K$5.6M
-2.55%(-2.49K)
2025-Q2: 102.9K shares2025-Q3: 101.3K shares2025-Q4: 97.6K shares2026-Q1: 97.6K shares2026-Q2: 95.1K shares
$60.32(-3.21%)
2026-06-30
AAPL
APPLE INC
2.84%19.1K$5.5M
+5.72%(+1.03K)
2025-Q2: 18.4K shares2025-Q3: 18.3K shares2025-Q4: 19.0K shares2026-Q1: 18.0K shares2026-Q2: 19.1K shares
$67.31(+353.72%)
2026-06-30
IJR
ISHARES
2.66%34.9K$5.2M
-1.13%(-398)
2025-Q2: 39.2K shares2025-Q3: 38.0K shares2025-Q4: 37.5K shares2026-Q1: 35.3K shares2026-Q2: 34.9K shares
$60.93(+146.10%)
2026-06-30

About Peoples Bankโ€™s portfolio

Peoples Bank reports $194.52M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.3%), PEBO (8.8%) and IVW (6.6%). The top 20 holdings account for 68.32% of reported assets. Its disclosed equity book has returned +43.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
IVV โ€” 11.4% ($19.96M)PEBO โ€” 9.8% ($17.04M)IVW โ€” 7.4% ($12.86M)IJH โ€” 5.8% ($10.17M)SPY โ€” 4.3% ($7.56M)IWB โ€” 3.5% ($6.17M)IVE โ€” 3.4% ($5.89M)VGIT โ€” 3.2% ($5.61M)AAPL โ€” 3.2% ($5.52M)IJR โ€” 3.0% ($5.18M)Other โ€” 45.0% ($78.36M)
55%in top 10
  • IVV11.4%
  • PEBO9.8%
  • IVW7.4%
  • IJH5.8%
  • SPY4.3%
  • IWB3.5%
  • IVE3.4%
  • VGIT3.2%
  • AAPL3.2%
  • IJR3.0%
  • Other45.0%

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
28
IVVISHARES+9.8%
SHYISHARES+49.1%
IVWISHARES+9.8%
IVEISHARES+20.1%
+24 more
Trimmed
19
PGPROCTER & GAMBLE CO-13.7%
VGITVANGUARD-2.5%
IWBISHARES-1.4%
GLWCORNING INC-4.2%
+15 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 934866). View Peoples Bankโ€™s 13F filings on SEC

More 13F analyses

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