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Peoples Bank

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

Top 5 stock holdings are BRK.B, GOOGL, MSFT, AAPL, VOO, and represent 20.58% of Peoples Bank's stock portfolio.
Added to shares of these 10 stocks: VOO, TSLA, BRK.B, PSA, PSX, SO, PAVE, AAPL, PM, DVY.
Started 5 new stock positions in SO, TSLA, PSX, PSA, PAVE.
Reduced shares in these 10 stocks: BDX, , LLY, DG, WFC, QQQ, IFF, ABBV, ENB, GLD.
Sold out of its positions in BDX, DG, LLY, XLY.
Peoples Bank was a net buyer of stock by $771k.
Peoples Bank has $99M in assets under management (AUM), dropping by -0.08%.
Central Index Key (CIK): 0001998269

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Portfolio Holdings for Peoples Bank

Peoples Bank holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Common Stock (BRK.B)	5.2	$5.2M	+7%	11k	479.20	View chart
Alphabet Common Stock (GOOGL)	4.4	$4.3M		15k	287.56	View chart
Microsoft Common Stock (MSFT)	4.3	$4.3M		12k	370.17	View chart
Apple Common Stock (AAPL)	3.4	$3.4M	+2%	13k	253.79	View chart
Vanguard S&p 500 Exchange Traded Fund (VOO)	3.2	$3.2M	+44%	5.4k	597.55	View chart
Exxon Mobil Common Stock (XOM)	2.6	$2.6M		15k	169.66	View chart
Ishares Tr U.s. Exchange Traded Fund (PFF)	2.5	$2.5M		81k	30.32	View chart
Invesco Qqq Exchange Traded Fund (QQQ)	2.5	$2.5M	-3%	4.3k	577.18	View chart
Ishares Select Dividend Exchange Traded Fund (DVY)	2.2	$2.2M	+2%	15k	151.41	View chart
Wells Fargo Common Stock (WFC)	2.1	$2.1M	-4%	26k	79.61	View chart
Wal-mart Common Stock (WMT)	2.1	$2.0M		17k	124.28	View chart
Mcdonalds Common Stock (MCD)	1.8	$1.8M		5.8k	310.79	View chart
Jp Morgan Common Stock (JPM)	1.8	$1.8M		6.1k	294.16	View chart
Analog Common Stock (ADI)	1.8	$1.8M		5.7k	318.14	View chart
Johnson & Common Stock (JNJ)	1.8	$1.8M	-2%	7.3k	244.44	View chart
Pepsico Common Stock (PEP)	1.8	$1.8M	-2%	12k	155.29	View chart
General Dynamics Common Stock (GD)	1.7	$1.7M		4.9k	343.22	View chart
Amazon.com Common Stock (AMZN)	1.7	$1.7M	-2%	8.1k	208.27	View chart
Enbridge Int'l Common Stock (ENB)	1.6	$1.6M	-3%	30k	54.14	View chart
S&p Spdr Technology Sbi Exchange Traded Fund (XLK)	1.6	$1.5M	-3%	12k	132.90	View chart
S&p Spdr Select Exchange Traded Fund (XLE)	1.5	$1.4M		24k	61.26	View chart
Lowe's Companies Common Stock (LOW)	1.4	$1.4M		6.1k	236.28	View chart
Cencora Common Stock (COR)	1.4	$1.4M		4.5k	314.14	View chart
Mckesson Common Stock (MCK)	1.3	$1.3M		1.5k	865.36	View chart
Visa Common Stock (V)	1.3	$1.3M	-2%	4.1k	302.24	View chart
Oracle Common Stock (ORCL)	1.2	$1.2M		8.2k	147.11	View chart
Taiwan Semiconductor Int'l Common Stock (TSM)	1.2	$1.2M		3.4k	337.95	View chart
Home Depot Common Stock (HD)	1.1	$1.1M	-4%	3.3k	328.89	View chart
Bank New York Mellon Common Stock (BK)	1.0	$1.0M		8.6k	118.63	View chart
Procter & Gamble Common Stock (PG)	1.0	$985k	-2%	6.8k	144.44	View chart
Caterpillar Common Stock (CAT)	0.9	$937k	-3%	1.3k	708.46	View chart
S&p Spdr Select Exchange Traded Fund (XLF)	0.9	$937k		19k	49.37	View chart
Mastercard Common Stock (MA)	0.9	$918k	-3%	1.8k	499.66	View chart
Cisco Systems Common Stock (CSCO)	0.9	$918k	-3%	12k	77.59	View chart
Novartis Int'l Common Stock (NVS)	0.9	$915k		6.0k	152.75	View chart
Honeywell Common Stock (HON)	0.9	$898k	-2%	4.0k	226.03	View chart
Elevance Health Common Stock (ELV)	0.9	$877k	-4%	3.0k	292.75	View chart
Meta Platforms Common Stock (META)	0.9	$846k	-3%	1.5k	572.13	View chart
Chevron Common Stock (CVX)	0.8	$837k	-2%	4.0k	206.90	View chart
Comcast Common Stock (CMCSA)	0.8	$824k	-3%	29k	28.71	View chart
S&P SPDR Exchange Traded Fund (XLB)	0.8	$823k		17k	49.97	View chart
Verizon Communications Common Stock (VZ)	0.8	$816k		16k	50.20	View chart
Mondelez International Common Stock (MDLZ)	0.8	$801k	+2%	14k	57.64	View chart
Spdr Dow Jones Industrial Exchange Traded Fund (DIA)	0.8	$798k	-3%	1.7k	463.19	View chart
Coca Cola Common Stock (KO)	0.8	$793k		10k	76.05	View chart
Sanofi Int'l Common Stock (SNY)	0.8	$786k	-2%	16k	48.18	View chart
Union Pacific Common Stock (UNP)	0.8	$758k		3.1k	242.62	View chart
Vanguard Communication Exchange Traded Fund (VOX)	0.8	$752k		4.2k	179.84	View chart
SPDR S&P 500 Exchange Traded Fund (SPY)	0.7	$739k	-2%	1.1k	650.34	View chart
Ishares Msci International Equity ETF (EFA)	0.7	$732k	-3%	7.5k	97.13	View chart
Select Sector Spdr Tr Exchange Traded Fund (XLRE)	0.7	$697k		17k	40.83	View chart
Medtronic Int'l Common Stock (MDT)	0.7	$694k		8.0k	86.65	View chart
At&t Common Stock (T)	0.7	$650k		22k	28.99	View chart
Cvs Health Common Stock (CVS)	0.7	$649k	-3%	9.0k	71.82	View chart
Ishares Micro Cap Exchange Traded Fund (IWC)	0.6	$638k		4.0k	159.61	View chart
Pfizer Common Stock (PFE)	0.6	$617k	-3%	22k	28.08	View chart
S&P SPDR Exchange Traded Fund (XLU)	0.6	$611k	+3%	13k	45.89	View chart
Spdr Gold Tr Exchange Traded Fund (GLD)	0.6	$602k	-7%	1.4k	430.29	View chart
Abbvie Common Stock (ABBV)	0.6	$586k	-9%	2.7k	217.49	View chart
Unilever Int'l Common Stock (UL)	0.6	$582k		10k	56.97	View chart
Tesla Common Stock (TSLA)	0.6	$581k	NEW	1.6k	371.75	View chart
Cme Group Common Stock (CME)	0.6	$574k	-7%	1.9k	295.35	View chart
Essential Utils Common Stock (WTRG)	0.6	$547k		14k	40.27	View chart
Nvidia Common Stock (NVDA)	0.5	$540k	+5%	3.1k	174.40	View chart
Omnicom Group Common Stock (OMC)	0.5	$482k		6.4k	75.31	View chart
Philip Morris Common Stock (PM)	0.5	$479k	+14%	2.9k	165.34	View chart
Adobe Sys Common Stock (ADBE)	0.5	$476k	-4%	2.0k	243.08	View chart
Garmin Common Stock (GRMN)	0.5	$476k		2.1k	232.01	View chart
Devon Energy Common Stock (DVN)	0.5	$467k		9.3k	50.32	View chart
Merck & Co Common Stock (MRK)	0.5	$457k		3.8k	120.29	View chart
Ishares Tr Fixed Income ETF (IGIB)	0.4	$426k		8.0k	53.22	View chart
3 M Common Stock (MMM)	0.4	$424k		2.9k	145.23	View chart
Lockheed Martin Common Stock (LMT)	0.4	$423k		700.00	604.39	View chart
Nextera Common Stock (NEE)	0.4	$413k		4.4k	92.88	View chart
RTX Common Stock (RTX)	0.4	$410k	-8%	2.1k	192.90	View chart
Conoco Common Stock (COP)	0.4	$409k		3.1k	132.00	View chart
Charles Schwab Common Stock (SCHW)	0.4	$396k		4.2k	93.98	View chart
Ishares Russell Exchange Traded Fund (IWM)	0.4	$389k		1.6k	248.00	View chart
Starbucks Common Stock (SBUX)	0.4	$375k	-2%	4.2k	89.59	View chart
Public Storage Oper Common Stock (PSA)	0.4	$348k	NEW	1.3k	270.88	View chart
American Electric Common Stock (AEP)	0.4	$348k		2.7k	131.08	View chart
Citigroup Common Stock (C)	0.3	$333k		2.9k	113.41	View chart
S&p Spdr Consumer Exchange Traded Fund (XLP)	0.3	$332k		4.0k	81.98	View chart
International Flavors & Common Stock (IFF)	0.3	$323k	-16%	4.5k	72.55	View chart
Walt Disney Common Stock (DIS)	0.3	$313k	-4%	3.2k	96.38	View chart
Blackrock Common Stock (BLK)	0.3	$312k		324.00	961.71	View chart
Carmax Common Stock (KMX)	0.3	$306k		7.4k	41.58	View chart
SLB Common Stock (SLB)	0.3	$293k		5.7k	51.39	View chart
Fedex Common Stock (FDX)	0.3	$290k		815.00	356.18	View chart
Gsk Plc Sponsored Int'l Common Stock (GSK)	0.3	$278k		5.0k	55.19	View chart
Ishares High Yield Corporate Fixed Income ETF (HYG)	0.3	$265k		3.3k	79.56	View chart
Phillips Common Stock (PSX)	0.3	$256k	NEW	1.4k	182.18	View chart
Air Prods & Common Stock (APD)	0.2	$235k		810.00	290.49	View chart
Salesforce Common Stock (CRM)	0.2	$228k		1.2k	186.67	View chart
S&P SPDR Exchange Traded Fund (XLI)	0.2	$209k		1.3k	161.73	View chart
Southern Common Stock (SO)	0.2	$208k	NEW	2.2k	96.52	View chart
Global X Fds Us Infr Exchange Traded Fund (PAVE)	0.2	$206k	NEW	4.1k	50.81	View chart
Brown Forman Common Stock (BF.B)	0.2	$206k	-5%	7.8k	26.44	View chart
Abbott Common Stock (ABT)	0.2	$201k	-7%	2.0k	102.67	View chart

Past Filings by Peoples Bank

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

Peoples Bank 2026 Q1 filed April 15, 2026
Peoples Bank 2025 Q4 filed Jan. 8, 2026
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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