PEOPLES BANK /OH

data from 30/09/2025

Capitalization

$ 162.744 M 0.55 %

Average holding period

25 ans

Performance

$ 132.634 M 90.51 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PEOPLES BANK /OH

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES 10.14% 16.510 M $ 24667 2015/12/31 1.289 M $ 7.80 %
2025/09/30 PEBO PEOPLES BANCORP INC 8.50% 13.833 M $ 461266 2015/12/31 -311.428 K $ -1.80 %
2025/09/30 IVW ISHARES 6.57% 10.700 M $ 88637 2015/12/31 1.040 M $ 9.65 %
2025/09/30 IJH ISHARES 5.20% 8.471 M $ 129797 2015/12/31 439.143 K $ 5.22 %
2025/09/30 SPY SPDR 4.23% 6.878 M $ 10325 2015/12/31 506.111 K $ 7.82 %
2025/09/30 VGIT VANGUARD 3.74% 6.082 M $ 101318 2022/12/31 22.629 K $ 0.37 %
2025/09/30 IWB ISHARES 2.88% 4.692 M $ 12838 2015/12/31 336.778 K $ 7.63 %
2025/09/30 AAPL APPLE INC 2.86% 4.662 M $ 18309 2015/12/31 910.657 K $ 24.11 %
2025/09/30 IVE ISHARES 2.84% 4.628 M $ 22412 2015/12/31 271.272 K $ 5.67 %
2025/09/30 IJR ISHARES 2.77% 4.514 M $ 37990 2015/12/31 373.719 K $ 8.73 %
2025/09/30 IGIB ISHARES 2.66% 4.327 M $ 79991 2018/12/31 65.440 K $ 1.50 %
2025/09/30 JPM JP MORGAN CHASE & CO 2.52% 4.106 M $ 13018 2015/12/31 251.831 K $ 8.80 %
2025/09/30 ISTB ISHARES 2.32% 3.779 M $ 77368 2021/03/31 14.913 K $ 0.39 %
2025/09/30 CVX CHEVRON CORPORATION 2.26% 3.683 M $ 23716 2015/12/31 285.971 K $ 8.45 %
2025/09/30 SHY ISHARES 2.16% 3.518 M $ 42400 2015/12/31 4.318 K $ 0.12 %
2025/09/30 VEA VANGUARD 2.07% 3.373 M $ 56289 2015/12/31 179.186 K $ 5.10 %
2025/09/30 MSFT MICROSOFT CORP 1.87% 3.049 M $ 5886 2015/12/31 121.227 K $ 4.13 %
2025/09/30 PG PROCTER & GAMBLE CO 1.59% 2.586 M $ 16828 2015/12/31 -96.265 K $ -3.56 %
2025/09/30 NVDA NVIDIA CORPORATION 1.55% 2.525 M $ 13534 2020/09/30 406.120 K $ 18.10 %
2025/09/30 META META PLATFORMS INC 1.45% 2.360 M $ 3213 2016/06/30 -12.484 K $ -0.50 %
2025/09/30 ORCL ORACLE CORPORATION 1.34% 2.185 M $ 7768 2015/12/31 494.556 K $ 28.64 %
2025/09/30 JPIE JP MORGAN 1.31% 2.138 M $ 46077 2024/06/30 4.218 K $ 0.19 %
2025/09/30 IWR ISHARES 1.13% 1.834 M $ 18992 2015/12/31 87.913 K $ 4.98 %
2025/09/30 AMZN AMAZON COM INC 1.10% 1.793 M $ 8165 2017/03/31 1.463 K $ 0.08 %
2025/09/30 XOM EXXON MOBIL CORPORATION 1.03% 1.682 M $ 14922 2015/12/31 73.849 K $ 4.59 %
2025/09/30 DIVB ISHARES 1.01% 1.648 M $ 31547 2025/06/30 62.921 K $ 3.84 %
2025/09/30 DFIV DIMENSIONAL 1.01% 1.642 M $ 35603 2025/03/31 128.293 K $ 7.68 %
2025/09/30 IGSB ISHARES 0.77% 1.251 M $ 23590 2015/12/31 6.475 K $ 0.51 %
2025/09/30 LII LENNOX INTL 0.70% 1.133 M $ 2140 2015/12/31 -99.344 K $ -7.65 %
2025/09/30 MU MICRON TECHNOLOGY 0.68% 1.102 M $ 6585 2025/06/30 290.200 K $ 35.76 %
2025/09/30 HD HOME DEPOT INC 0.66% 1.068 M $ 2636 2015/12/31 101.694 K $ 10.51 %
2025/09/30 BAC BANK OF AMERICA 0.65% 1.060 M $ 20547 2020/06/30 87.244 K $ 9.02 %
2025/09/30 IEFA ISHARES 0.64% 1.045 M $ 11974 2016/03/31 45.645 K $ 4.59 %
2025/09/30 GOOGL ALPHABET INC 0.58% 937.152 K $ 3855 2020/03/31 261.528 K $ 37.94 %
2025/09/30 TSM TAIWAN SEMICONDUCT MANU CORP 0.55% 890.377 K $ 3188 2025/06/30 167.270 K $ 23.31 %
2025/09/30 SDY SPDR 0.54% 884.837 K $ 6318 2015/12/31 27.652 K $ 3.18 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.53% 861.760 K $ 931 2016/12/31 -59.551 K $ -6.50 %
2025/09/30 PSX PHILLIPS 66 0.53% 856.790 K $ 6299 2016/06/30 105.152 K $ 14.02 %
2025/09/30 IEI ISHARES 0.52% 844.816 K $ 7069 2015/12/31 2.968 K $ 0.35 %
2025/09/30 ESCA ESCALADE INC 0.52% 843.773 K $ 67126 2015/12/31 -94.647 K $ -10.09 %
2025/09/30 DE DEERE & CO 0.52% 839.988 K $ 1837 2015/12/31 -94.365 K $ -10.07 %
2025/09/30 EFA ISHARES 0.48% 780.949 K $ 8364 2015/12/31 33.483 K $ 4.45 %
2025/09/30 MS MORGAN STANLEY 0.48% 780.494 K $ 4910 2016/09/30 89.504 K $ 12.85 %
2025/09/30 MCD MCDONALDS 0.47% 769.451 K $ 2532 2015/12/31 30.249 K $ 4.01 %
2025/09/30 QQQ INVESCO 0.46% 740.856 K $ 1234 2023/03/31 61.107 K $ 8.83 %
2025/09/30 VGT VANGUARD 0.45% 730.951 K $ 979 2017/03/31 82.016 K $ 12.57 %
2025/09/30 UNP UNION PACIFIC CORP 0.43% 691.618 K $ 2926 2015/12/31 18.435 K $ 2.73 %
2025/09/30 LOW LOWES COMPANY 0.42% 685.324 K $ 2727 2015/12/31 80.577 K $ 13.27 %
2025/09/30 CSX CSX CORP 0.40% 657.932 K $ 18528 2015/12/31 53.504 K $ 8.83 %
2025/09/30 MRK MERCK & CO 0.40% 649.199 K $ 7735 2015/12/31 37.883 K $ 6.03 %
2025/09/30 IBM IBM 0.39% 637.399 K $ 2259 2020/12/31 -28.193 K $ -4.28 %
2025/09/30 LLY ELI LILLY & CO 0.39% 634.816 K $ 832 2015/12/31 -12.215 K $ -2.12 %
2025/09/30 DHI D R HORTON INC 0.38% 622.802 K $ 3675 2020/06/30 149.021 K $ 31.45 %
2025/09/30 AVGO BROADCOM INC 0.36% 583.941 K $ 1770 2020/12/31 106.295 K $ 19.68 %
2025/09/30 ABBV ABBVIE INC 0.35% 562.180 K $ 2428 2021/06/30 113.009 K $ 24.74 %
2025/09/30 IWF ISHARES 0.34% 559.750 K $ 1195 2023/03/31 54.568 K $ 10.32 %
2025/09/30 CSCO CISCO SYSTEMS 0.32% 527.042 K $ 7703 2015/12/31 -7.173 K $ -1.38 %
2025/09/30 CTAS CINTAS CORPORATION 0.32% 522.592 K $ 2546 2020/12/31 -45.257 K $ -7.90 %
2025/09/30 GLW CORNING INC 0.30% 483.977 K $ 5900 2024/03/31 178.112 K $ 55.98 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.29% 469.857 K $ 2534 2015/12/31 83.112 K $ 21.39 %
2025/09/30 AMAT APPLIED MATERIALS DELAWARE 0.29% 467.423 K $ 2283 2019/12/31 49.841 K $ 11.84 %
2025/09/30 ABT ABBOTT LABORATORIES 0.26% 421.911 K $ 3150 2018/09/30 -6.613 K $ -1.52 %
2025/09/30 VTI VANGUARD 0.26% 417.760 K $ 1273 2022/12/31 30.857 K $ 7.98 %
2025/09/30 KR KROGER CO 0.25% 403.314 K $ 5983 2017/12/31 -26.062 K $ -6.02 %
2025/09/30 V VISA INC 0.24% 383.370 K $ 1123 2019/03/31 -15.351 K $ -3.85 %
2025/09/30 SMB VANECK 0.23% 381.481 K $ 21899 2025/09/30 0.000 $ 0.00 %
2025/09/30 IYW ISHARES 0.23% 377.226 K $ 1926 2023/06/30 43.508 K $ 13.04 %
2025/09/30 SYK STRYKER 0.23% 375.216 K $ 1015 2020/06/30 -27.128 K $ -6.56 %
2025/09/30 LIN LINDE PLC 0.22% 357.675 K $ 753 2023/03/31 4.405 K $ 1.24 %
2025/09/30 SHW SHERWIN WILLIAMS CO. COMMON 0.22% 355.608 K $ 1027 2020/09/30 3.027 K $ 0.84 %
2025/09/30 RTX RAYTHEON TECHNOLOGIES CORP 0.20% 319.266 K $ 1908 2020/06/30 41.192 K $ 14.59 %
2025/09/30 PEP PEPSICO INC 0.19% 310.091 K $ 2208 2015/12/31 21.722 K $ 6.36 %
2025/09/30 FI FISERV 0.18% 290.092 K $ 2250 2015/12/31 -110.047 K $ -25.22 %
2025/09/30 VTV VANGUARD 0.18% 288.686 K $ 1548 2024/03/31 15.180 K $ 5.52 %
2025/09/30 GPC GENUINE PARTS CO 0.17% 271.656 K $ 1960 2015/12/31 33.715 K $ 14.25 %
2025/09/30 WMT WAL MART STORES INC 0.16% 268.162 K $ 2602 2024/06/30 13.738 K $ 5.40 %
2025/09/30 BP BP AMOCO PLC SPONS ADR 0.16% 265.928 K $ 7717 2022/03/31 34.278 K $ 15.14 %
2025/09/30 UBSI UNITED BANKSHARES INC 0.16% 262.107 K $ 7044 2015/12/31 5.494 K $ 2.14 %
2025/09/30 NFLX NETFLIX COM INC 0.16% 256.569 K $ 214 2024/06/30 -31.827 K $ -10.47 %
2025/09/30 IWM ISHARES 0.15% 244.864 K $ 1012 2024/09/30 27.792 K $ 12.13 %
2025/09/30 NEE NEXTERA ENERGY INC 0.15% 239.080 K $ 3167 2019/09/30 19.272 K $ 8.74 %
2025/09/30 MUB ISHARES 0.15% 237.153 K $ 2227 2025/09/30 0.000 $ 0.00 %
2025/09/30 CME CME GROUP INC 0.15% 236.417 K $ 875 2024/12/31 -4.751 K $ -1.97 %
2025/09/30 VCIT VANGUARD 0.14% 235.508 K $ 2800 2025/09/30 0.000 $ 0.00 %
2025/09/30 COP CONOCOPHILLIPS 0.14% 231.747 K $ 2450 2021/06/30 11.882 K $ 5.40 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.14% 229.971 K $ 666 2020/06/30 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 0.14% 226.920 K $ 1078 2022/12/31 -23.610 K $ -9.61 %
2025/09/30 PRU PRUDENTIAL FINANCIAL INC 0.14% 220.863 K $ 2129 2021/06/30 -9.431 K $ -3.44 %
2025/09/30 KO COCA COLA 0.13% 218.127 K $ 3289 2020/12/31 -14.610 K $ -6.26 %
2025/09/30 BMY BRISTOL MYERS SQUIBB 0.13% 217.338 K $ 4819 2015/12/31 -5.734 K $ -2.57 %
2025/09/30 PPG PPG INDUSTRIES INC 0.13% 216.526 K $ 2060 2015/12/31 -17.539 K $ -7.60 %
2025/09/30 BSV VANGUARD 0.13% 211.873 K $ 2685 2025/06/30 563.000 $ 0.27 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES INC 0.13% 210.958 K $ 2809 2025/06/30 2.893 K $ 1.39 %
2025/09/30 JBS JBS N. V. COM EURO 0.11% 186.625 K $ 12500 2025/06/30 4.000 K $ 2.19 %
2025/09/30 HYG ISHARES 0.00% 0.000 $ 0 2021/03/31 0.000 $ 0.00 %
2025/09/30 PGR PROGRESSIVE CORP 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 SCHD SCHWAB 0.00% 0.000 $ 0 2020/09/30 0.000 $ 0.00 %
2025/09/30 VTEB VANGUARD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 CHTR CHARTER COMMUNICATIONS INC NEW 0.00% 0.000 $ 0 2016/06/30 0.000 $ 0.00 %
2025/09/30 MEAR ISHARES 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %