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☆PEOPLES BANK /OH

CIK 0000934866 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.385
AUM ($M)
195
Positions
100
Turnover
0.07
Top-10 wt
49%
Herfindahl
0.037
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 109 positions · portfolio value $195M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES ADD — 10.3% +0.5% 20.0 26,649 +2,371 0 —
☆PEBO funds › PEOPLES BANCORP INC TRIM — 8.8% -0.2% 17.0 443,563 -55 0 —
☆IVW funds › ISHARES ADD — 6.6% +0.7% 12.9 93,540 +8,325 0 —
☆IJH funds › ISHARES ADD — 5.2% +0.1% 10.2 131,933 +7,021 0 —
☆SPY funds › SPDR ADD — 3.9% -0.1% 7.6 10,117 +144 0 —
☆IWB funds › ISHARES TRIM — 3.2% -0.2% 6.2 15,071 -210 0 —
☆IVE funds › ISHARES ADD — 3.0% +0.2% 5.9 25,928 +4,341 0 —
☆VGIT funds › VANGUARD TRIM — 2.9% -0.7% 5.6 95,094 -2,487 0 —
☆AAPL funds › APPLE INC ADD — 2.8% +0.0% 5.5 19,067 +1,032 0 —
☆IJR funds › ISHARES TRIM — 2.7% -0.0% 5.2 34,931 -398 0 —
☆SHY funds › ISHARES ADD — 2.6% +0.5% 5.1 62,034 +20,428 0 —
☆IGIB funds › ISHARES ADD — 2.4% -0.1% 4.7 89,259 +12,096 0 —
☆ISTB funds › ISHARES ADD — 2.2% -0.0% 4.3 88,527 +13,061 0 —
☆CVX funds › CHEVRON CORPORATION ADD — 2.0% -1.0% 4.0 23,937 +294 0 —
☆VEA funds › VANGUARD ADD — 2.0% +0.2% 3.9 55,221 +9,513 0 —
☆JPM funds › JP MORGAN CHASE & CO ADD — 2.0% -0.1% 3.9 11,909 +164 0 —
☆DFIV funds › DIMENSIONAL ADD — 1.6% +0.2% 3.0 56,160 +13,716 0 —
☆MU funds › MICRON TECHNOLOGY HOLD — 1.4% +0.9% 2.8 2,437 +0 0 —
☆DIVB funds › ISHARES ADD — 1.3% +0.3% 2.6 42,360 +10,690 0 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.3% +0.1% 2.6 12,970 +1,604 0 —
☆PYLD funds › PIMCO ADD — 1.3% +0.1% 2.5 94,036 +20,051 0 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.1% 2.3 6,160 +562 0 —
☆AMZN funds › AMAZON COM INC ADD — 1.1% +0.1% 2.2 9,137 +952 0 —
☆IWR funds › ISHARES TRIM — 1.1% -0.1% 2.1 18,962 -181 0 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 1.1% -0.4% 2.1 14,187 -2,243 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORPORATION TRIM — 1.0% -0.5% 1.9 14,227 -221 0 —
☆VWO funds › VANGUARD ADD — 1.0% +0.0% 1.9 32,116 +3,291 0 —
☆META funds › META PLATFORMS INC ADD — 1.0% -0.2% 1.9 3,287 +97 0 —
☆FESM funds › FIDELITY ADD — 0.9% +0.4% 1.8 36,953 +12,781 0 —
☆GLW funds › CORNING INC TRIM — 0.7% +0.2% 1.4 5,604 -246 0 —
☆IGSB funds › ISHARES ADD — 0.7% -0.0% 1.4 27,168 +4,250 0 —
☆QQQ funds › INVESCO ADD — 0.7% +0.1% 1.4 1,927 +266 0 —
☆GOOGL funds › ALPHABET INC ADD — 0.7% +0.0% 1.3 3,682 +10 0 —
☆AMAT funds › APPLIED MATERIALS DELAWARE TRIM — 0.7% +0.3% 1.3 1,818 -45 0 —
☆ESCA funds › ESCALADE INC HOLD — 0.6% -0.1% 1.2 65,316 +0 0 —
☆LII funds › LENNOX INTL HOLD — 0.6% +0.0% 1.2 2,140 +0 0 —
☆BAC funds › BANK OF AMERICA ADD — 0.6% -0.0% 1.2 21,410 +307 0 —
☆DE funds › DEERE & CO TRIM — 0.6% -0.0% 1.1 1,687 -35 0 —
☆PSX funds › PHILLIPS 66 TRIM — 0.5% -0.2% 1.1 6,262 -12 0 —
☆LLY funds › ELI LILLY & CO ADD — 0.5% +0.1% 1.0 873 +66 0 —
☆ORCL funds › ORACLE CORPORATION ADD — 0.5% -0.1% 1.0 6,897 +230 0 —
☆EFA funds › ISHARES TRIM — 0.5% -0.1% 0.9 8,939 -69 0 —
☆CSCO funds › CISCO SYSTEMS TRIM — 0.5% +0.1% 0.9 7,860 -128 0 —
☆HD funds › HOME DEPOT INC TRIM — 0.5% -0.1% 0.9 2,564 -40 0 —
☆MRK funds › MERCK & CO ADD — 0.5% -0.0% 0.9 6,930 +89 0 —
☆VGT funds › VANGUARD ADD — 0.5% +0.1% 0.9 7,372 +6,450 0 —
☆MS funds › MORGAN STANLEY TRIM — 0.5% +0.0% 0.9 4,189 -244 0 —
☆CSX funds › CSX CORP TRIM — 0.4% -0.0% 0.9 18,267 -125 0 —
☆SDY funds › STATE STREET SPDR TRIM — 0.4% -0.1% 0.9 5,677 -61 0 —
☆IEFA funds › ISHARES TRIM — 0.4% -0.1% 0.9 8,914 -377 0 —
☆VTV funds › VANGUARD ADD — 0.4% -0.0% 0.9 3,947 +178 0 —
☆TSM funds › TAIWAN SEMICONDUCT MANU CORP TRIM — 0.4% +0.1% 0.8 1,709 -11 0 —
☆COST funds › COSTCO WHOLESALE CORP TRIM — 0.4% -0.1% 0.8 847 -54 0 —
☆AVGO funds › BROADCOM INC ADD — 0.4% +0.1% 0.7 1,893 +437 0 —
☆UNP funds › UNION PACIFIC CORP TRIM — 0.3% -0.1% 0.7 2,460 -280 0 —
☆MCD funds › MCDONALDS ADD — 0.3% -0.1% 0.7 2,474 +65 0 —
☆LOW funds › LOWES COMPANY ADD — 0.3% -0.1% 0.6 2,778 +140 0 —
☆DHI funds › D R HORTON INC TRIM — 0.3% -0.0% 0.6 3,650 -25 0 —
☆ABBV funds › ABBVIE INC TRIM — 0.3% -0.0% 0.6 2,289 -17 0 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.3% -0.1% 0.6 2,228 -75 0 —
☆IBM funds › IBM ADD — 0.3% -0.0% 0.6 2,002 +10 0 —
☆IWF funds › ISHARES ADD — 0.3% -0.0% 0.6 4,508 +3,381 0 —
☆IYW funds › ISHARES HOLD — 0.2% +0.0% 0.5 1,926 +0 0 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% +0.1% 0.5 450 +42 0 —
☆VTI funds › VANGUARD HOLD — 0.2% -0.0% 0.5 1,273 +0 0 —
☆LIN funds › LINDE PLC ADD — 0.2% +0.0% 0.5 886 +150 0 —
☆V funds › VISA INC ADD — 0.2% +0.0% 0.5 1,328 +268 0 —
☆JEPI funds › JP MORGAN HOLD — 0.2% -0.0% 0.4 7,730 +0 0 —
☆RTX funds › RAYTHEON TECHNOLOGIES CORP ADD — 0.2% -0.0% 0.4 2,198 +377 0 —
☆LRCX funds › LAM RESEARCH NEW — 0.2% +0.2% 0.4 931 +931 0 —
☆WMT funds › WAL MART STORES INC ADD — 0.2% +0.0% 0.4 3,526 +1,442 0 —
☆CTAS funds › CINTAS CORPORATION TRIM — 0.2% -0.1% 0.4 2,193 -316 0 —
☆SHW funds › SHERWIN WILLIAMS CO. COMMON ADD — 0.2% -0.0% 0.4 1,081 +53 0 —
☆IWM funds › ISHARES TRIM — 0.2% +0.0% 0.4 1,238 -4 0 —
☆AMD funds › ADVANCED MICRO DEVICES NEW — 0.2% +0.2% 0.4 637 +637 0 —
☆GOOG funds › ALPHABET INC NEW — 0.2% +0.2% 0.4 1,039 +1,039 0 —
☆KR funds › KROGER CO ADD — 0.2% -0.1% 0.3 6,063 +338 0 —
☆SMMU funds › PIMCO ADD — 0.2% +0.0% 0.3 6,666 +2,665 0 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.2% +0.2% 0.3 799 +799 0 —
☆MTUM funds › ISHARES HOLD — 0.2% +0.0% 0.3 961 +0 0 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.2% -0.0% 0.3 3,625 +448 0 —
☆BP funds › BP AMOCO PLC SPONS ADR ADD — 0.2% -0.1% 0.3 8,275 +408 0 —
☆SYK funds › STRYKER TRIM — 0.2% -0.0% 0.3 939 -10 0 —
☆PPG funds › PPG INDUSTRIES INC TRIM — 0.1% -0.0% 0.3 2,380 -15 0 —
☆TXN funds › TEXAS INSTRUMENTS INC NEW — 0.1% +0.1% 0.3 909 +909 0 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.1% 0.3 1,998 -50 0 —
☆KO funds › COCA COLA TRIM — 0.1% -0.0% 0.3 3,244 -112 0 —
☆UBSI funds › UNITED BANKSHARES INC HOLD — 0.1% -0.0% 0.3 5,735 +0 0 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.1% 0.3 2,854 -221 0 —
☆TJX funds › TJX COS INC ADD — 0.1% +0.0% 0.3 1,706 +378 0 —
☆PH funds › PARKER HANNIFIN CORP NEW — 0.1% +0.1% 0.3 260 +260 0 —
☆BMY funds › BRISTOL MYERS SQUIBB TRIM — 0.1% -0.0% 0.3 4,344 -225 0 —
☆PRU funds › PRUDENTIAL FINANCIAL INC ADD — 0.1% -0.0% 0.2 2,169 +10 0 —
☆TRV funds › TRAVELERS COS INC TRIM — 0.1% -0.0% 0.2 707 -2 0 —
☆GPC funds › GENUINE PARTS CO ADD — 0.1% -0.0% 0.2 1,960 +40 0 —
☆SCHD funds › SCHWAB TRIM — 0.1% -0.0% 0.2 7,253 -2 0 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.1% -0.1% 0.2 2,150 -90 0 —
☆EVSM funds › EATON VANCE NEW — 0.1% +0.1% 0.2 4,313 +4,313 0 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.2 629 +629 0 —
☆JBS funds › JBS N V HOLD — 0.1% -0.1% 0.1 10,950 +0 0 —
☆CUSIP:438516106 funds › HONEYWELL INTERNATIONAL INC EXIT — 0.0% -0.2% 0.0 0 -1,096 0 —
☆NOC funds › NORTHROP GRUMMAN CORP EXIT — 0.0% -0.1% 0.0 0 -317 0 —
☆AGG funds › ISHARES EXIT — 0.0% -0.3% 0.0 0 -5,000 0 —
☆MINT funds › PIMCO EXIT — 0.0% -0.2% 0.0 0 -3,433 0 —
☆SPYV funds › ST STR SPDR EXIT — 0.0% -0.1% 0.0 0 -3,816 0 —
☆IEI funds › ISHARES EXIT — 0.0% -0.2% 0.0 0 -2,175 0 —
☆SMTH funds › ALPS EXIT — 0.0% -0.1% 0.0 0 -9,000 0 —
☆CME funds › CME GROUP INC EXIT — 0.0% -0.2% 0.0 0 -893 0 —
☆GOVT funds › ISHARES EXIT — 0.0% -0.1% 0.0 0 -9,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 195 100 0.07 49% 0.037 0.385 — in
2026Q1 163 101 0.07 49% 0.036 0.358 — in
2025Q4 161 97 0.04 50% 0.037 0.379 — in
2025Q3 163 94 0.05 50% 0.037 0.376 — in
2025Q2 162 97 0.07 52% 0.041 0.392 — entered
2025Q1 152 94 0.00 52% 0.041 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status