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Peoples Bank

Latest statistics and disclosures from Peoples Bank's latest quarterly 13F-HR filing:

Top 5 stock holdings are MSFT, BRK.B, GOOGL, AAPL, PFF, and represent 21.18% of Peoples Bank's stock portfolio.
Added to shares of these 4 stocks: BF.B, ADBE, VOO, BDX.
Started 1 new stock position in BF.B.
Reduced shares in these 10 stocks: BRK.B (-$5.2M), MSFT, WMB, Norcap Diversified Premium, QQQ, XOM, JPM, AAPL, SPY, MCD.
Sold out of its positions in AWR, BAC, BA, COF, CLX, DHR, DE, DUK, ECL, FDX. PAVE, HSY, KMB, KR, Norcap Diversified Premium, PPG, RMNI, HOOD, XLV, NOVAQ, TPICQ, UBER, VLO, WMB.
Peoples Bank was a net seller of stock by $-58M.
Peoples Bank has $101M in assets under management (AUM), dropping by -32.48%.
Central Index Key (CIK): 0001998269

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Portfolio Holdings for Peoples Bank

Peoples Bank holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Microsoft Corporation Common Stock (MSFT)	6.2	$6.2M	-36%	12k	517.95	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	5.1	$5.1M	-50%	10k	502.74	View chart
Alphabet Common Stock (GOOGL)	3.8	$3.8M	-19%	16k	243.10	View chart
Apple Common Stock (AAPL)	3.5	$3.5M	-33%	14k	254.63	View chart
Ishares Tr U.s. Pfd Stk Etf Exchange Traded Fund (PFF)	2.7	$2.7M	-34%	85k	31.62	View chart
Invesco Qqq Trust Exchange Traded Fund (QQQ)	2.7	$2.7M	-46%	4.5k	600.37	View chart
Oracle Corporation Common Stock (ORCL)	2.4	$2.5M	-9%	8.7k	281.24	View chart
Wells Fargo & Co Common Stock (WFC)	2.4	$2.4M	-31%	29k	83.82	View chart
Vanguard S&p 500 Index Etf Exchange Traded Fund (VOO)	2.3	$2.4M		3.8k	612.38	View chart
Ishares Select Dividend Indx Exchange Traded Fund (DVY)	2.0	$2.0M	-4%	14k	142.10	View chart
Jp Morgan Chase & Co Common Stock (JPM)	2.0	$2.0M	-47%	6.4k	315.43	View chart
Amazon.com Common Stock (AMZN)	2.0	$2.0M	-19%	9.1k	219.57	View chart
Wal-mart Stores Common Stock (WMT)	1.8	$1.8M	-39%	18k	103.06	View chart
Mcdonalds Corp Common Stock (MCD)	1.8	$1.8M	-46%	5.9k	303.89	View chart
Exxon Mobil Corp Common Stock (XOM)	1.8	$1.8M	-52%	16k	112.75	View chart
General Dynamics Corp Common Stock (GD)	1.7	$1.7M	-31%	5.1k	341.00	View chart
S&p Spdr Technology Sbi Int-tech Exchange Traded Fund (XLK)	1.7	$1.7M	-22%	6.1k	281.86	View chart
Pepsico Common Stock (PEP)	1.7	$1.7M	-41%	12k	140.44	View chart
Lowe's Companies Common Stock (LOW)	1.5	$1.5M	-30%	6.2k	251.31	View chart
Visa Common Stock (V)	1.5	$1.5M	-12%	4.5k	341.38	View chart
Enbridge Int'l Common Stock (ENB)	1.5	$1.5M	-18%	30k	50.46	View chart
Cencora Common Stock (COR)	1.5	$1.5M		4.8k	312.53	View chart
Analog Devices Common Stock (ADI)	1.4	$1.4M	-14%	5.9k	245.70	View chart
Home Depot Common Stock (HD)	1.4	$1.4M	-33%	3.5k	405.19	View chart
Johnson & Johnson Common Stock (JNJ)	1.4	$1.4M	-29%	7.6k	185.42	View chart
Mckesson Corporation Common Stock (MCK)	1.1	$1.1M		1.5k	772.54	View chart
Meta Platforms Common Stock (META)	1.1	$1.1M	-45%	1.5k	734.38	View chart
S&p Spdr Select Energy Exchange Traded Fund (XLE)	1.1	$1.1M	-16%	13k	89.34	View chart
Mastercard Inc Cl A Common Stock (MA)	1.1	$1.1M	-4%	1.9k	568.81	View chart
Procter & Gamble Company Common Stock (PG)	1.1	$1.1M	-32%	7.1k	153.65	View chart
S&p Spdr Select Financials Exchange Traded Fund (XLF)	1.1	$1.1M	-26%	20k	53.87	View chart
Elevance Health Common Stock (ELV)	1.0	$1.0M	-9%	3.2k	323.12	View chart
Taiwan Semiconductor Mfg Int'l Common Stock (TSM)	1.0	$978k	-49%	3.5k	279.29	View chart
Bank New York Mellon Corp Common Stock (BK)	1.0	$969k	-31%	8.9k	108.96	View chart
Comcast Corp Common Stock (CMCSA)	0.9	$907k	-18%	29k	31.42	View chart
Honeywell Int'l Common Stock (HON)	0.9	$905k	-2%	4.3k	210.50	View chart
Vanguard Communication Services Etf Exchange Traded Fund (VOX)	0.9	$863k	-8%	4.6k	187.73	View chart
Medtronic Int'l Common Stock (MDT)	0.9	$861k	-10%	9.0k	95.24	View chart
Mondelez International Common Stock (MDLZ)	0.8	$855k	-13%	14k	62.47	View chart
Cisco Systems Common Stock (CSCO)	0.8	$846k	-33%	12k	68.42	View chart
Spdr Dow Jones Industrial Ave Etf Trust Exchange Traded Fund (DIA)	0.8	$830k	-29%	1.8k	463.74	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	0.8	$803k	-68%	1.2k	666.18	View chart
Novartis Ag Spons Int'l Common Stock (NVS)	0.8	$803k	-6%	6.3k	128.24	View chart
S&p Spdr Materials Exchange Traded Fund (XLB)	0.8	$773k	-14%	8.6k	89.62	View chart
Caterpillar Common Stock (CAT)	0.8	$760k		1.6k	477.15	View chart
Sanofi Int'l Common Stock (SNY)	0.7	$749k	-4%	16k	47.20	View chart
Verizon Communications Common Stock (VZ)	0.7	$746k	-17%	17k	43.95	View chart
Abbvie Common Stock (ABBV)	0.7	$743k	-32%	3.2k	231.54	View chart
Union Pacific Corporation Common Stock (UNP)	0.7	$738k	-7%	3.1k	236.37	View chart
Ishares Msci Eafe International Equity ETF (EFA)	0.7	$729k	-14%	7.8k	93.37	View chart
Cvs Health Corporation Common Stock (CVS)	0.7	$720k	-33%	9.6k	75.39	View chart
Coca Cola Company Common Stock (KO)	0.7	$716k	-17%	11k	66.32	View chart
Select Sector Spdr Tr Real Estate Exchange Traded Fund (XLRE)	0.7	$715k	-4%	17k	42.13	View chart
Adobe Sys Common Stock (ADBE)	0.7	$708k	+3%	2.0k	352.75	View chart
Unilever Int'l Common Stock (UL)	0.7	$707k	-11%	12k	59.28	View chart
Chevron Corp Common Stock (CVX)	0.6	$648k	-60%	4.2k	155.29	View chart
At&t Common Stock (T)	0.6	$646k	-18%	23k	28.24	View chart
Nvidia Corp Common Stock (NVDA)	0.6	$622k	-33%	3.3k	186.58	View chart
Ishares Micro Cap Index Exchange Traded Fund (IWC)	0.6	$596k		4.0k	149.09	View chart
Pfizer Common Stock (PFE)	0.6	$587k	-41%	23k	25.48	View chart
Unitedhealth Group Common Stock (UNH)	0.6	$580k	-11%	1.7k	345.30	View chart
Cme Group Common Stock (CME)	0.6	$577k	-46%	2.1k	270.19	View chart
Essential Utils Common Stock (WTRG)	0.6	$559k	-10%	14k	39.90	View chart
Spdr Gold Tr Gold Exchange Traded Fund (GLD)	0.5	$540k	-29%	1.5k	355.47	View chart
Omnicom Group Common Stock (OMC)	0.5	$522k	-16%	6.4k	81.53	View chart
Garmin Common Stock (GRMN)	0.5	$505k		2.1k	246.22	View chart
3 M Common Stock (MMM)	0.5	$464k	-43%	3.0k	155.18	View chart
Ishares Tr Ishs 5-10yr Invt Fixed Income ETF (IGIB)	0.4	$433k		8.0k	54.09	View chart
S&p Spdr Utilities Exchange Traded Fund (XLU)	0.4	$429k	-34%	4.9k	87.21	View chart
Charles Schwab Corp Common Stock (SCHW)	0.4	$423k	-7%	4.4k	95.47	View chart
Philip Morris Intl Common Stock (PM)	0.4	$410k	-15%	2.5k	162.20	View chart
International Flavors & Fragrances Common Stock (IFF)	0.4	$399k	-4%	6.5k	61.54	View chart
Walt Disney Common Stock (DIS)	0.4	$394k	-57%	3.4k	114.50	View chart
Lockheed Martin Corp Common Stock (LMT)	0.4	$389k	-12%	780.00	499.21	View chart
Rtx Corporation Common Stock (RTX)	0.4	$388k	-50%	2.3k	167.33	View chart
Ishares Russell 2000 Exchange Traded Fund (IWM)	0.4	$380k	-13%	1.6k	241.96	View chart
Blackrock Common Stock (BLK)	0.4	$378k	-4%	324.00	1165.87	View chart
Merck & Co Common Stock (MRK)	0.4	$369k		4.4k	83.93	View chart
Starbucks Corporation Common Stock (SBUX)	0.4	$363k	-37%	4.3k	84.60	View chart
S&p Spdr Consumer Staples Exchange Traded Fund (XLP)	0.3	$352k	-15%	4.5k	78.37	View chart
Devon Energy Corp Common Stock (DVN)	0.3	$336k	-52%	9.6k	35.06	View chart
Nextera Energy Common Stock (NEE)	0.3	$336k	-79%	4.4k	75.49	View chart
Ishares High Yield Corporatebond Fund Fixed Income ETF (HYG)	0.3	$306k	-76%	3.8k	81.19	View chart
Salesforce Common Stock (CRM)	0.3	$301k	-2%	1.3k	237.00	View chart
Citigroup Common Stock (C)	0.3	$300k	-2%	3.0k	101.50	View chart
American Elec Pwr Common Stock (AEP)	0.3	$299k	-20%	2.7k	112.50	View chart
Abbott Labs Common Stock (ABT)	0.3	$289k	-35%	2.2k	133.94	View chart
Conocophillips Common Stock (COP)	0.3	$264k		2.8k	94.59	View chart
S&p Consumer Discretionary Exchange Traded Fund (XLY)	0.3	$264k	-24%	1.1k	239.64	View chart
Nike Common Stock (NKE)	0.2	$242k	-53%	3.5k	69.73	View chart
Becton Dickinson & Co. Common Stock (BDX)	0.2	$236k	+4%	1.3k	187.17	View chart
S&p Spdr Industrials Exchange Traded Fund (XLI)	0.2	$234k	-36%	1.5k	154.23	View chart
Brown Forman Corp Cl B Common Stock (BF.B)	0.2	$227k	NEW	8.4k	27.08	View chart
Dollar General Corp Common Stock (DG)	0.2	$208k	-12%	2.0k	103.35	View chart
GSK Int'l Common Stock (GSK)	0.2	$204k	-17%	4.7k	43.16	View chart
Southern Common Stock (SO)	0.2	$204k	-23%	2.2k	94.77	View chart
Ishares Global Clean Energy Etf Exchange Traded Fund (ICLN)	0.2	$186k	-16%	12k	15.48	View chart

Past Filings by Peoples Bank

SEC 13F filings are viewable for Peoples Bank going back to 2023

Peoples Bank 2025 Q3 filed Oct. 8, 2025
Peoples Bank 2025 Q2 filed July 10, 2025
Peoples Bank 2025 Q1 filed April 8, 2025
Peoples Bank 2024 Q4 filed Jan. 8, 2025
Peoples Bank 2024 Q3 filed Oct. 4, 2024
Peoples Bank 2024 Q2 filed July 15, 2024
Peoples Bank 2024 Q1 filed April 3, 2024
Peoples Bank 2023 Q4 filed Jan. 4, 2024
Peoples Bank 2023 Q3 filed Oct. 30, 2023

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