Peoples-Bank-Oh

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  "PEBO",
  null,
  "HON",
  "HD",
  "MCD",
  "UNP",
  "AMAT",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  "LIN",
  "MSFT",
  "MS",
  "GPC",
  "IJR",
  "KR",
  "ORCL",
  null,
  "VGIT",
  null,
  "IWF",
  "PEP",
  "PGR",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PRU",
  "PG",
  "MRK",
  null,
  "PPG",
  "IEFA",
  "SHW",
  "RTX",
  "BP",
  "IBM",
  null,
  "SYK",
  "UBSI",
  "SDY",
  "FI",
  "IWR",
  "ESCA",
  null,
  "DHI",
  "AMZN",
  "IVE",
  null,
  "VGT",
  "VEA",
  "VTEB",
  "VTV",
  "V",
  "WMT",
  "SCHD",
  null,
  "PSX",
  "LII",
  "BAC",
  "BMY",
  "CVX",
  "CHTR",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "COP",
  "COST",
  "GLW",
  "CSX",
  "DE",
  "EFA",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 94
Total Value: 50967954
Accession Number: 0000934866-25-000004
Form Type: 13F-HR
CIK: peoples-bank-oh
Manager Name: Peoples-Bank-Oh

Data Enrichment

86% identified

81 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

94 positions • $51.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287507

IJH|464287507

Shares:146.0K

Value:$8.5M

% of Portfolio:16.7% ($8.5M/$51.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:10.7K

Value:$6.0M

% of Portfolio:11.8% ($6.0M/$51.0M)

464287622

IWB|464287622

Shares:13.0K

Value:$4.0M

% of Portfolio:7.8% ($4.0M/$51.0M)

921943858

VEA|921943858

Shares:56.8K

Value:$2.9M

% of Portfolio:5.7% ($2.9M/$51.0M)

46641Q159

Shares:53.5K

Value:$2.5M

% of Portfolio:4.8% ($2.5M/$51.0M)

808524797

SCHD|808524797

Shares:77.5K

Value:$2.2M

% of Portfolio:4.3% ($2.2M/$51.0M)

Meta Platforms, Inc.

META|30303M102

Shares:3.3K

Value:$1.9M

% of Portfolio:3.8% ($1.9M/$51.0M)

LENNOX INTERNATIONAL INC

LII|526107107

Shares:2.3K

Value:$1.3M

% of Portfolio:2.5% ($1.3M/$51.0M)

ORACLE CORP

ORCL|68389X105

Shares:8.3K

Value:$1.2M

% of Portfolio:2.3% ($1.2M/$51.0M)

ESCALADE INC

ESCA|296056104

Shares:67.1K

Value:$1.0M

% of Portfolio:2.0% ($1.0M/$51.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:942

Value:$890.9K

% of Portfolio:1.7% ($890.9K/$51.0M)

DEERE & CO

DE|244199105

Shares:1.8K

Value:$855.2K

% of Portfolio:1.7% ($855.2K/$51.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:19.7K

Value:$821.3K

% of Portfolio:1.6% ($821.3K/$51.0M)

464287465

EFA|464287465

Shares:9.0K

Value:$737.6K

% of Portfolio:1.4% ($737.6K/$51.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.4K

Value:$673.8K

% of Portfolio:1.3% ($673.8K/$51.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.4K

Value:$658.8K

% of Portfolio:1.3% ($658.8K/$51.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.7K

Value:$639.5K

% of Portfolio:1.3% ($639.5K/$51.0M)

ELI LILLY & Co

LLY|532457108

Shares:767

Value:$633.5K

% of Portfolio:1.2% ($633.5K/$51.0M)

FISERV INC

FI|337738108

Shares:2.6K

Value:$575.3K

% of Portfolio:1.1% ($575.3K/$51.0M)

92204A702

VGT|92204A702

Shares:1.0K

Value:$557.0K

% of Portfolio:1.1% ($557.0K/$51.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IJHcusip464287507)	146.0K	QoQ -0.22% (-336) YoY -8.17% (-13.0K)	All Managers (Combined)	$8.5M	16.7% ($8.5M/$51.0M)	QoQ -6.57% (-$599.0K) YoY -11.78% (-$1.1M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	10.7K	QoQ -5.33% (-605) YoY -19.22% (-2.6K)	All Managers (Combined)	$6.0M	11.8% ($6.0M/$51.0M)	QoQ -9.64% (-$641.3K) YoY -13.61% (-$947.3K)
(IWBcusip464287622)	13.0K	QoQ -2.79% (-375) YoY -5.12% (-703)	All Managers (Combined)	$4.0M	7.8% ($4.0M/$51.0M)	QoQ -7.45% (-$321.5K) YoY +1.03% (-$41.1K)
(VEAcusip921943858)	56.8K	QoQ -1.51% (-873) YoY -6.68% (-4.1K)	All Managers (Combined)	$2.9M	5.7% ($2.9M/$51.0M)	QoQ +4.68% (-$129.2K) YoY -5.46% (-$166.8K)
(cusip46641Q159)✕	53.5K	QoQ +7.11% (+3.6K) YoY NEW(+53.5K)	All Managers (Combined)	$2.5M	4.8% ($2.5M/$51.0M)	QoQ +8.17% (+$186.1K) YoY NEW(+$2.5M)
(SCHDcusip808524797)	77.5K	QoQ -8.85% (-7.5K) YoY +125.70% (-43.2K)	All Managers (Combined)	$2.2M	4.3% ($2.2M/$51.0M)	QoQ -6.71% (-$156.0K) YoY -21.73% (-$601.6K)
Meta Platforms, Inc.(METAcusip30303M102)	3.3K	QoQ -3.25% (-112) YoY -9.33% (-343)	All Managers (Combined)	$1.9M	3.8% ($1.9M/$51.0M)	QoQ -4.76% (-$96.1K) YoY +7.61% (-$135.8K)
LENNOX INTERNATIONAL INC(LIIcusip526107107)	2.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	2.5% ($1.3M/$51.0M)	QoQ -7.95% (-$109.7K) YoY +14.74% (+$163.2K)
ORACLE CORP(ORCLcusip68389X105)	8.3K	QoQ -14.21% (-1.4K) YoY -17.38% (-1.7K)	All Managers (Combined)	$1.2M	2.3% ($1.2M/$51.0M)	QoQ -28.02% (-$449.7K) YoY -8.04% (-$101.0K)
ESCALADE INC(ESCAcusip296056104)	67.1K	QoQ 0.00% (+0) YoY -4.96% (-3.5K)	All Managers (Combined)	$1.0M	2.0% ($1.0M/$51.0M)	QoQ +7.14% (+$68.5K) YoY +5.74% (-$55.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	942	QoQ -19.41% (-227) YoY -27.48% (-357)	All Managers (Combined)	$890.9K	1.7% ($890.9K/$51.0M)	QoQ -16.82% (-$180.2K) YoY -6.38% (-$60.8K)
DEERE & CO(DEcusip244199105)	1.8K	QoQ -30.32% (-793) YoY -35.29% (-994)	All Managers (Combined)	$855.2K	1.7% ($855.2K/$51.0M)	QoQ -22.81% (-$252.8K) YoY -26.06% (-$301.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	19.7K	QoQ -4.53% (-935) YoY -7.43% (-1.6K)	All Managers (Combined)	$821.3K	1.6% ($821.3K/$51.0M)	QoQ -9.35% (-$84.8K) YoY +1.87% (-$15.1K)
(EFAcusip464287465)	9.0K	QoQ -8.21% (-808) YoY -57.80% (-12.4K)	All Managers (Combined)	$737.6K	1.4% ($737.6K/$51.0M)	QoQ -0.78% (-$5.9K) YoY -56.81% (-$970.4K)
Alphabet Inc.(GOOGLcusip02079K305)	4.4K	QoQ -21.43% (-1.2K) YoY -17.10% (-899)	All Managers (Combined)	$673.8K	1.3% ($673.8K/$51.0M)	QoQ -35.82% (-$376.1K) YoY -15.06% (-$119.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.4K	QoQ -30.47% (-616) YoY -40.00% (-937)	All Managers (Combined)	$658.8K	1.3% ($658.8K/$51.0M)	QoQ -36.23% (-$374.4K) YoY -36.64% (-$381.0K)
LOWES COMPANIES INC(LOWcusip548661107)	2.7K	QoQ -5.99% (-175) YoY -12.17% (-380)	All Managers (Combined)	$639.5K	1.3% ($639.5K/$51.0M)	QoQ -11.16% (-$80.4K) YoY -19.58% (-$155.8K)
ELI LILLY & Co(LLYcusip532457108)	767	QoQ -66.85% (-1.5K) YoY -67.81% (-1.6K)	All Managers (Combined)	$633.5K	1.2% ($633.5K/$51.0M)	QoQ -64.53% (-$1.2M) YoY -65.82% (-$1.2M)
FISERV INC(FIcusip337738108)	2.6K	QoQ -61.52% (-4.2K) YoY -65.67% (-5.0K)	All Managers (Combined)	$575.3K	1.1% ($575.3K/$51.0M)	QoQ -58.63% (-$815.4K) YoY -52.57% (-$637.8K)
(VGTcusip92204A702)	1.0K	QoQ -14.84% (-179) YoY -31.12% (-464)	All Managers (Combined)	$557.0K	1.1% ($557.0K/$51.0M)	QoQ -25.71% (-$192.9K) YoY -28.75% (-$224.8K)