1y return+18.3%S&P 500 +20.9%
3y return+47.8%S&P 500 +68.5%
5y return+44.2%S&P 500 +74.5%
10y return+130.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $231 against $357 in the S&P 500.2
Peoples Bank /ohS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares | $20.0M | 10.3% | +9.8% |
| PEBOPeoples Bancorp Inc | $17.0M | 8.8% | |
| IVWIshares | $12.9M | 6.6% | +9.8% |
| IJHIshares | $10.2M | 5.2% | +5.6% |
| SPYSpdr | $7.6M | 3.9% | +1.4% |
| IWBIshares | $6.2M | 3.2% | −1.4% |
| IVEIshares | $5.9M | 3.0% | +20.1% |
| VGITVanguard | $5.6M | 2.9% | −2.5% |
| AAPLApple Inc | $5.5M | 2.8% | +5.7% |
| IJRIshares | $5.2M | 2.7% | −1.1% |
| SHYIshares | $5.1M | 2.6% | +49.1% |
| IGIBIshares | $4.7M | 2.4% | +15.7% |
| ISTBIshares | $4.3M | 2.2% | +17.3% |
| CVXChevron Corporation | $4.0M | 2.0% | +1.2% |
| VEAVanguard | $3.9M | 2.0% | +20.8% |
| JPMJp Morgan Chase & Co | $3.9M | 2.0% | +1.4% |
| DFIVDimensional | $3.0M | 1.6% | +32.3% |
| MUMicron Technology | $2.8M | 1.4% | |
| DIVBIshares | $2.6M | 1.3% | +33.8% |
| NVDANvidia Corporation | $2.6M | 1.3% | +14.1% |
| PYLDPimco | $2.5M | 1.3% | +27.1% |
| MSFTMicrosoft Corp | $2.3M | 1.2% | +10.0% |
| AMZNAmazon Com Inc | $2.2M | 1.1% | +11.6% |
| IWRIshares | $2.1M | 1.1% | |
| PGProcter & Gamble Co | $2.1M | 1.1% | −13.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | September 30, 2020 | +1378.8% | $2.6M |
| AMATApplied Materials Delaware | June 30, 2020 | +1096.1% | $1.3M |
| GLWCorning Inc | March 31, 2024 | +675.0% | $1.4M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $1.0M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $1.3M |
| DEDeere & Co | June 30, 2020 | +303.7% | $1.1M |
| JPMJp Morgan Chase & Co | June 30, 2020 | +248.0% | $3.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.5M |
| Exxon Mobil CorporationCUSIP 30231G102 | June 30, 2020 | +205.7% | $1.9M |
| IVWIshares | June 30, 2020 | +165.1% | $12.9M |
Sold off last quarter
- AGGIshares was $496K
- MINTPimco was $345K
- CMECme Group Inc was $264K
- IEIIshares was $258K
- Honeywell International IncCUSIP 438516106 was $248K
- SMTHAlps was $232K
- NOCNorthrop Grumman Corp was $216K
- SPYVSt Str Spdr was $216K
- GOVTIshares was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | +0.3% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −2.9% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +5.1% | +10.0% |
| December 31, 2023 | +11.3% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +2.4% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −3.4% | −5.3% |
| June 30, 2022 | −13.2% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +6.5% | +10.7% |
| September 30, 2021 | −0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peoples Bank /oh Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=934866&type=13F-HR&dateb=&owner=include&count=40CIK 934866
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/934866/000093486626000007/Filed July 27, 2026 · accession 0000934866-26-000007