PEOPLES BANK OH's Q2 2025 13F: 6 new positions, 3 exits
Form 13F-HR for the quarter ended Jun 30, 2025 · filed Jul 22, 2025 · 97 reported positions · accession 0000934866-25-000009
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| Reduced | SCHWAB (SCHD) | 1.4% | 0.2% | −1.2 pts | −66,038 sh | −85% |
| New | ISHARES (DIVB) | — | 1.0% | +1.0 pts | +32,602 sh | new |
| Increased | VANGUARD (VGIT) | 3.4% | 3.8% | +0.4 pts | +15,188 sh | +17% |
| New | MICRON TECHNOLOGY (MU) | — | 0.5% | +0.5 pts | +6,585 sh | new |
| Increased | NVIDIA CORPORATION (NVDA) | 0.6% | 1.4% | +0.7 pts | +5,093 sh | +56% |
| New | TAIWAN SEMICONDUCT MANU CORP (TSM) | — | 0.4% | +0.4 pts | +3,168 sh | new |
| Reduced | ISHARES (IJH) | 5.6% | 5.2% | −0.4 pts | −10,437 sh | −7% |
| Reduced | ISHARES (IGIB) | 3.2% | 2.7% | −0.5 pts | −11,462 sh | −12% |
| Increased | ISHARES (SHY) | 2.0% | 2.2% | +0.2 pts | +5,865 sh | +16% |
| Exited | UNITEDHEALTH GROUP INC (UNH) | 0.3% | — | −0.3 pts | −826 sh | −100% |
| Exited | INVESCO (VRIG) | 0.3% | — | −0.3 pts | −16,891 sh | −100% |
| Reduced | ISHARES (IVV) | 10.1% | 10.2% | +0.1 pts | −724 sh | −3% |
| Reduced | ISHARES (IJR) | 3.0% | 2.6% | −0.3 pts | −3,923 sh | −9% |
| Reduced | JP MORGAN (JPIE) | 1.6% | 1.3% | −0.3 pts | −6,607 sh | −12% |
| Reduced | ISHARES (IWR) | 1.2% | 1.1% | −0.2 pts | −3,189 sh | −14% |
| Increased | DIMENSIONAL (DFIV) | 0.8% | 1.0% | +0.2 pts | +6,578 sh | +20% |
| Increased | VANGUARD (VEA) | 1.9% | 2.2% | +0.3 pts | +4,791 sh | +8% |
| Increased | ISHARES (IVE) | 2.9% | 3.0% | +0.1 pts | +1,277 sh | +6% |
| Exited | AIR TRANSPORT SERVICES GROUP (ATSG) | 0.1% | — | −0.1 pts | −9,832 sh | −100% |
| New | VANGUARD (BSV) | — | 0.1% | +0.1 pts | +2,685 sh | new |
| New | GE HEALTHCARE TECHNOLOGIES INC (GEHC) | — | 0.1% | +0.1 pts | +2,809 sh | new |
| New | JBS N. V. COM EURO (JBS) | — | 0.1% | +0.1 pts | +12,500 sh | new |
| Reduced | ISHARES (IVW) | 6.1% | 6.7% | +0.6 pts | −1,583 sh | −2% |
| Reduced | SPDR (SPY) | 3.9% | 4.0% | +0.1 pts | −270 sh | −3% |
| Increased | ABBVIE INC (ABBV) | 0.2% | 0.3% | 0.0 pts | +707 sh | +40% |
| Reduced | APPLE INC (AAPL) | 2.8% | 2.3% | −0.4 pts | −617 sh | −3% |
| Reduced | VANGUARD (VTI) | 0.3% | 0.2% | −0.1 pts | −392 sh | −24% |
| Reduced | PEOPLES BANCORP INC (PEBO) | 11.1% | 10.7% | −0.4 pts | −3,528 sh | −1% |
| Reduced | INVESCO (QQQ) | 0.4% | 0.4% | 0.0 pts | −151 sh | −11% |
| Reduced | ORACLE CORPORATION (ORCL) | 0.8% | 1.1% | +0.3 pts | −361 sh | −4% |
| Reduced | ALPHABET INC (GOOGL) | 0.4% | 0.4% | 0.0 pts | −446 sh | −10% |
| Increased | ISHARES (ISTB) | 2.4% | 2.4% | −0.1 pts | +1,382 sh | +2% |
| Reduced | MICROSOFT CORP (MSFT) | 1.5% | 1.8% | +0.3 pts | −129 sh | −2% |
| Reduced | GENUINE PARTS CO (GPC) | 0.2% | 0.1% | 0.0 pts | −485 sh | −20% |
| Reduced | ISHARES (IWM) | 0.2% | 0.1% | 0.0 pts | −270 sh | −20% |
| Increased | CISCO SYSTEMS (CSCO) | 0.3% | 0.3% | +0.1 pts | +830 sh | +12% |
| Reduced | ISHARES (EFA) | 0.5% | 0.5% | 0.0 pts | −612 sh | −7% |
| Increased | IBM (IBM) | 0.3% | 0.4% | +0.1 pts | +145 sh | +7% |
| Reduced | NETFLIX COM INC (NFLX) | 0.2% | 0.2% | 0.0 pts | −31 sh | −12% |
| Reduced | BROADCOM INC (AVGO) | 0.2% | 0.3% | +0.1 pts | −149 sh | −7% |
| Increased | BANK OF AMERICA (BAC) | 0.5% | 0.6% | +0.1 pts | +750 sh | +4% |
| Increased | MORGAN STANLEY (MS) | 0.4% | 0.4% | +0.1 pts | +250 sh | +5% |
| Reduced | PROGRESSIVE CORP (PGR) | 0.2% | 0.1% | 0.0 pts | −127 sh | −14% |
| Reduced | VISA INC (V) | 0.3% | 0.2% | 0.0 pts | −87 sh | −7% |
| Reduced | VANGUARD (VGT) | 0.4% | 0.4% | 0.0 pts | −43 sh | −4% |
| Increased | ISHARES (IGSB) | 0.8% | 0.8% | 0.0 pts | +529 sh | +2% |
| Reduced | BRISTOL MYERS SQUIBB (BMY) | 0.2% | 0.1% | −0.1 pts | −600 sh | −11% |
| Reduced | EXXON MOBIL CORPORATION (XOM) | 1.2% | 1.0% | −0.2 pts | −242 sh | −2% |
| Increased | META PLATFORMS INC (META) | 1.3% | 1.5% | +0.3 pts | +34 sh | +1% |
| Reduced | CINTAS CORPORATION (CTAS) | 0.4% | 0.4% | 0.0 pts | −110 sh | −4% |
The 50 largest of 86 changes, by size of the trade. Full holdings for this quarter.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 51.6% of the equity book
Changes in the top 10 this quarter: IWB entered · AAPL left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | PEOPLES BANCORP INC (PEBO) | 11.1% | 10.7% | |
| 2 | ISHARES (IVV) | 10.1% | 10.2% | |
| 3 | ISHARES (IVW) | 6.1% | 6.7% | |
| 4 | ISHARES (IJH) | 5.6% | 5.2% | |
| 5 | SPDR (SPY) | 3.9% | 4.0% | |
| 6 | VANGUARD (VGIT) | 3.4% | 3.8% | |
| 7 | ISHARES (IVE) | 2.9% | 3.0% | |
| 8 | ISHARES (IWB) | 2.6% | 2.7% | Entered the top 10 |
| 9 | ISHARES (IGIB) | 3.2% | 2.7% | |
| 10 | ISHARES (IJR) | 3.0% | 2.6% | |
| — | APPLE INC (AAPL) | 2.8% | 2.3% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).