Peoples Bank 13F Portfolio

CIK 934866 Filing since Q4 2015 Q3 2026 filed Oct 15, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 15, 2026.

Portfolio Snapshot

67 positions · Q3 2026

Peoples Bank reported 67 positions worth $79.30M for the quarter ended Sep 30, 2026, up 1.1% on the prior quarter. It opened 3 new positions, added to 18, trimmed 34 and exited 2. Its largest holding is Peoples Bancorp Inc at 20.4% of the portfolio.

Portfolio Value
$79.30M
+1.1% QoQ · +15.3% YoY
Positions
67
3 new · 2 sold out
Top 10 Concentration
59.5%
of portfolio value
Largest Position
PEBO 20.4%
Peoples Bancorp Inc
Net Buying
-$250.64K
$1.72M bought · $1.97M sold
Turnover
2.2%
of the portfolio traded
Top Sector
Technology
31.6% of value
Track Record
44
quarters on file since Q4 2015

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

10 sectors
31.58%
Technology
Technology31.58%
Financial Services29.17%
Energy11.94%
Consumer Discretionary7.54%
Healthcare5.69%
Industrials5.69%
Consumer Staples5.26%
Basic Materials2.23%
Utilities0.642%
Communication Services0.261%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesEnergyConsumer DiscretionaryHealthcareIndustrialsConsumer StaplesBasic MaterialsUtilitiesCommunication ServicesReal EstateOther

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
MU Micron Technology Inc +304 +12.5% $323.79K 3.68%
CME Cme Group Inc. +883 – $231.33K 0.292%
SO Southern Co +2,640 – $218.83K 0.276%
DIS Walt Disney Co +1,976 – $207.28K 0.261%
LLY ELI LILLY & Co +155 +17.8% $179.35K 1.5%
GOOGL Alphabet Inc. +502 +13.6% $172.73K 1.82%
ABBV AbbVie Inc. +436 +19.0% $114.05K 0.899%
MCD Mcdonalds Corp +242 +9.8% $55.89K 0.791%
WMT Walmart Inc. +268 +7.6% $27.85K 0.497%
META Meta Platforms, Inc. +38 +1.2% $27.56K 3.04%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
LII Lennox International Inc -875 -40.9% $310.64K 0.566%
UBSI United Bankshares Inc -5,735 -100.0% $262.84K Exited
TJX Tjx Companies Inc -1,706 -100.0% $258.46K Exited
AAPL Apple Inc. -405 -2.1% $134.87K 7.84%
AMAT Applied Materials Inc -125 -6.9% $63.92K 1.09%
GLW Corning Inc -405 -7.2% $62.27K 1.01%
AMZN Amazon Com Inc -245 -2.7% $61.04K 2.79%
V Visa Inc. -165 -12.4% $59.29K 0.527%
JNJ Johnson & Johnson -207 -9.3% $54.80K 0.675%
LOW Lowes Companies Inc -291 -10.5% $53.63K 0.578%

New Positions

Q3 2026
Holding Shares Trade Value Weight
CME Cme Group Inc. +883 $231.33K 0.292%
SO Southern Co +2,640 $218.83K 0.276%
DIS Walt Disney Co +1,976 $207.28K 0.261%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
UBSI United Bankshares Inc -5,735 $262.84K 0.335%
TJX Tjx Companies Inc -1,706 $258.46K 0.329%
Holdings · Q3 2026

67 Positions

As ofSep 30, 2026
Value$79.30M
Top 1059.5%
Avg position$1.18M
# Activity
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Showing 1–15 of 67 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Peoples Bank.

About Peoples Bank’s 13F Portfolio

What are Peoples Bank’s largest holdings?

As of its Q3 2026 13F filing, Peoples Bank’s five largest positions were Peoples Bancorp Inc (PEBO) at 20.4%, Apple Inc. (AAPL) at 7.8%, Chevron Corp (CVX) at 6.2%, Jpmorgan Chase & Co (JPM) at 5.0%, Microsoft Corp (MSFT) at 4.0% of the reported portfolio.

How much is Peoples Bank’s portfolio worth?

Peoples Bank reported a 13F portfolio worth $79.30M across 67 positions for Q3 2026. That is up 1.1% from the previous quarter.

What did Peoples Bank buy in Q3 2026?

Its largest purchases by value were Micron Technology Inc ($323.79K), Cme Group Inc. ($231.33K), Southern Co ($218.83K). It opened 3 new positions.

What did Peoples Bank sell in Q3 2026?

Its largest sales by value were Lennox International Inc ($310.64K), United Bankshares Inc ($262.84K), Tjx Companies Inc ($258.46K). It exited 2 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Peoples Bank files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.