Institutional Fund
Peoples Bank /Oh
Marietta, OHCIK 9348665 filings on record
Portfolio Value
$162.92M
Q1 2026
Holdings
101
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+1.1%
from $161.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr9.7%
- Peoples Bancorp Inc9.0%
- Ishares Tr5.9%
- Ishares Tr5.2%
- Spdr S&P 500 ETF Tr4.0%
- Vanguard Scottsdale Fds3.6%
- Other62.7%
Portfolio Holdings
101 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 24.3K | $15.86M | 9.7% | +132 | Added |
| 2 | Peoples Bancorp Inc | 443.6K | $14.58M | 9.0% | +7.0K | Added |
| 3 | Ishares Tr | 85.2K | $9.64M | 5.9% | −2.1K | Reduced |
| 4 | Ishares Tr | 124.9K | $8.44M | 5.2% | −2.8K | Reduced |
| 5 | Spdr S&P 500 ETF Tr | 10.0K | $6.49M | 4.0% | −347 | Reduced |
| 6 | Vanguard Scottsdale Fds | 97.6K | $5.81M | 3.6% | −39 | Reduced |
| 7 | Ishares Tr | 15.3K | $5.45M | 3.3% | +2.4K | Added |
| 8 | Chevron Corp New | 23.6K | $4.89M | 3.0% | −114 | Reduced |
| 9 | Apple Inc | 18.0K | $4.58M | 2.8% | −924 | Reduced |
| 10 | Ishares Tr | 21.6K | $4.56M | 2.8% | −550 | Reduced |
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