Peoples Bank oh 13F annual report
Peoples Bank oh is an investment fund managing more than $179 billion ran by Deborah Rhoades. There are currently 95 companies in Mrs. Rhoades’s portfolio. The largest investments include Peoples Bancorp Inc and Ishares, together worth $89.2 billion.
$179 billion Assets Under Management (AUM)
As of 15th July 2024, Peoples Bank oh’s top holding is 587,043 shares of Peoples Bancorp Inc currently worth over $17.4 billion and making up 9.7% of the portfolio value.
In addition, the fund holds 734,337 shares of Ishares worth $71.8 billion.
The third-largest holding is Spdr worth $8.14 billion and the next is Vanguard worth $10.7 billion, with 171,789 shares owned.
Currently, Peoples Bank oh's portfolio is worth at least $179 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Peoples Bank oh
The Peoples Bank oh office and employees reside in Marietta, Ohio. According to the last 13-F report filed with the SEC, Deborah Rhoades serves as the SVP,TR & INV SERVICES MGR at Peoples Bank oh.
Recent trades
In the most recent 13F filing, Peoples Bank oh revealed that it had opened a new position in
Vanguard and bought 1,526 shares worth $249 million.
The investment fund also strengthened its position in Ishares by buying
134,968 additional shares.
This makes their stake in Ishares total 734,337 shares worth $71.8 billion.
On the other hand, there are companies that Peoples Bank oh is getting rid of from its portfolio.
Peoples Bank oh closed its position in Adobe Inc on 22nd July 2024.
It sold the previously owned 399 shares for $238 million.
Deborah Rhoades also disclosed a decreased stake in Peoples Bancorp Inc by approximately 0.1%.
This leaves the value of the investment at $17.4 billion and 587,043 shares.
One of the smallest hedge funds
The two most similar investment funds to Peoples Bank oh are Taika Capital, L.P. and Pinion Investment Advisors. They manage $193 billion and $193 billion respectively.
Deborah Rhoades investment strategy
Peoples Bank oh’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 6.2% of
the total portfolio value.
The fund focuses on investments in the United States as
72.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
67% of the total holdings value.
On the other hand, small-cap stocks make up only 4.2% of the portfolio.
The average market cap of the portfolio companies is close to $196 billion.
The complete list of Peoples Bank oh trades based on 13F SEC filings
These positions were updated on July 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Peoples Bancorp Inc |
0.17%
587,043
|
$17,382,357,000 | 9.69% |
| Ishares |
22.52%
734,337
|
$71,800,302,000 | 40.01% |
| Spdr |
0.13%
33,692
|
$8,136,744,000 | 4.53% |
| Vanguard |
5.07%
171,789
|
$10,700,024,000 | 5.96% |
| Apple Inc |
1.64%
29,425
|
$5,045,799,000 | 2.81% |
| Chevron Corp. |
2.08%
25,743
|
$4,060,704,000 | 2.26% |
| Microsoft Corporation |
3.59%
7,826
|
$3,292,554,000 | 1.83% |
| Procter & Gamble Co. |
4.52%
18,886
|
$3,064,256,000 | 1.71% |
| Schwab |
5.94%
90,869
|
$4,781,609,000 | 2.66% |
| Jp Morgan Chase & Co |
0.31%
11,504
|
$2,304,258,000 | 1.28% |
| Exxon Mobil Corp. |
4.48%
19,073
|
$2,217,047,000 | 1.24% |
| Eli Lilly & Co |
0.85%
2,383
|
$1,853,878,000 | 1.03% |
| Meta Platforms Inc |
1.16%
3,674
|
$1,784,028,000 | 0.99% |
| Amazon.com Inc. |
0.02%
8,744
|
$1,577,242,000 | 0.88% |
| NVIDIA Corp |
1.06%
1,624
|
$1,467,381,000 | 0.82% |
| Merck & Co Inc |
2.45%
10,806
|
$1,425,856,000 | 0.79% |
| Home Depot, Inc. |
1.05%
3,381
|
$1,296,952,000 | 0.72% |
| Oracle Corp. |
7.25%
9,998
|
$1,255,851,000 | 0.70% |
| Phillips 66 |
1.51%
7,554
|
$1,233,873,000 | 0.69% |
| Fiserv, Inc. |
1.04%
7,590
|
$1,213,036,000 | 0.68% |
| Deere & Co. |
0.36%
2,816
|
$1,156,645,000 | 0.64% |
| Johnson & Johnson |
1.74%
7,278
|
$1,151,310,000 | 0.64% |
| Lennox Intl |
No change
2,264
|
$1,106,553,000 | 0.62% |
| Invesco Ltd |
14.10%
13,253
|
$1,642,487,000 | 0.92% |
| Escalade, Inc. |
No change
70,632
|
$971,190,000 | 0.54% |
| Costco Wholesale Corp |
3.06%
1,299
|
$951,685,000 | 0.53% |
| Biolife Solutions Inc |
No change
48,775
|
$904,777,000 | 0.50% |
| Union Pacific Corp. |
1.73%
3,641
|
$895,432,000 | 0.50% |
| Bank of America Corporation |
5.55%
21,262
|
$806,255,000 | 0.45% |
| CSX Corp. |
2.91%
21,488
|
$796,562,000 | 0.44% |
| Lowes Company |
0.57%
3,122
|
$795,269,000 | 0.44% |
| Alphabet Inc |
1.41%
5,256
|
$793,290,000 | 0.44% |
| Mcdonalds |
7.91%
2,781
|
$784,102,000 | 0.44% |
| Pepsico Inc |
0.90%
4,471
|
$782,471,000 | 0.44% |
| Broadcom Inc. |
1.54%
576
|
$763,436,000 | 0.43% |
| Abbvie Inc |
4.91%
3,609
|
$657,201,000 | 0.37% |
| Applied Materials Delaware |
4.24%
3,165
|
$652,721,000 | 0.36% |
| D.R. Horton Inc. |
1.25%
3,940
|
$648,328,000 | 0.36% |
| Ibm |
1.58%
3,215
|
$613,937,000 | 0.34% |
| Unitedhealth Group Inc |
1.93%
1,160
|
$573,855,000 | 0.32% |
| Cintas Corporation |
5.22%
807
|
$554,431,000 | 0.31% |
| Cisco Systems, Inc. |
3.79%
10,407
|
$519,416,000 | 0.29% |
| Prudential Financial, Inc. |
2.28%
4,046
|
$475,001,000 | 0.26% |
| Morgan Stanley |
3.86%
4,980
|
$468,917,000 | 0.26% |
| Sherwin Williams Co. Common |
0.61%
1,294
|
$449,446,000 | 0.25% |
| Abbott Laboratories |
2.95%
3,953
|
$449,302,000 | 0.25% |
| Stryker Corp. |
4.34%
1,211
|
$433,382,000 | 0.24% |
| Genuine Parts Co. |
25.61%
2,780
|
$430,706,000 | 0.24% |
| Conocophillips |
5.42%
3,352
|
$426,643,000 | 0.24% |
| Kroger Co. |
2.77%
7,192
|
$410,879,000 | 0.23% |
| Coca-Cola Co |
1.04%
6,301
|
$385,496,000 | 0.21% |
| Visa Inc |
1.95%
1,260
|
$351,641,000 | 0.20% |
| Linde Plc. |
7.70%
755
|
$350,561,000 | 0.20% |
| Medtronic Plc |
2.61%
3,936
|
$343,023,000 | 0.19% |
| Bristol-Myers Squibb Co. |
1.61%
6,296
|
$341,433,000 | 0.19% |
| Texas Instruments Inc. |
4.01%
1,889
|
$329,080,000 | 0.18% |
| Danaher Corp. |
4.09%
1,290
|
$322,139,000 | 0.18% |
| PPG Industries, Inc. |
1.15%
2,150
|
$311,535,000 | 0.17% |
| MetLife, Inc. |
7.39%
3,946
|
$292,439,000 | 0.16% |
| Bp Amoco Plc Spons Adr |
No change
7,567
|
$285,125,000 | 0.16% |
| Verizon Communications Inc |
2.35%
6,538
|
$274,333,000 | 0.15% |
| Hartford Financial Services |
1.52%
2,599
|
$267,828,000 | 0.15% |
| Blackrock Inc. |
12.86%
316
|
$263,449,000 | 0.15% |
| Netapp Inc |
No change
2,447
|
$256,862,000 | 0.14% |
| Qualcomm, Inc. |
No change
1,511
|
$255,814,000 | 0.14% |
| Illinois Tool Works, Inc. |
1.65%
953
|
$255,719,000 | 0.14% |
| United Bankshares, Inc. |
No change
7,044
|
$252,106,000 | 0.14% |
| Honeywell International Inc |
10.42%
1,219
|
$250,201,000 | 0.14% |
| Omnicom Group, Inc. |
No change
2,569
|
$248,577,000 | 0.14% |
| Vanguard |
Opened
1,526
|
$248,524,000 | 0.14% |
| Intel Corp. |
2.19%
5,595
|
$247,132,000 | 0.14% |
| Progressive Corp. |
Opened
1,180
|
$244,047,000 | 0.14% |
| Philip Morris International Inc |
1.86%
2,628
|
$240,777,000 | 0.13% |
| NextEra Energy Inc |
3.75%
3,751
|
$239,729,000 | 0.13% |
| Darden Restaurants, Inc. |
0.90%
1,426
|
$238,356,000 | 0.13% |
| Adobe Inc |
Closed
399
|
$238,043,000 | |
| Discover Financial Services |
6.78%
1,815
|
$237,929,000 | 0.13% |
| Lockheed Martin Corp. |
16.52%
522
|
$237,442,000 | 0.13% |
| Parker-Hannifin Corp. |
Opened
424
|
$235,654,000 | 0.13% |
| Raytheon Technologies Corp |
No change
2,393
|
$233,389,000 | 0.13% |
| Bank Of New York Mellon Corp |
No change
4,042
|
$232,902,000 | 0.13% |
| Packaging Corp Of America |
1.05%
1,227
|
$232,860,000 | 0.13% |
| General Dynamics Corp. |
0.86%
820
|
$231,641,000 | 0.13% |
| Public Serv Enterprise Group Inc |
0.72%
3,451
|
$230,458,000 | 0.13% |
| Citigroup Inc |
Opened
3,635
|
$229,877,000 | 0.13% |
| Paychex Inc. |
1.80%
1,852
|
$227,425,000 | 0.13% |
| Oneok Inc. |
18.34%
2,832
|
$227,042,000 | 0.13% |
| Comcast Corp New |
No change
5,184
|
$224,727,000 | 0.13% |
| AMGEN Inc. |
No change
782
|
$222,339,000 | 0.12% |
| Boeing Co. |
Closed
809
|
$210,874,000 | |
| Pfizer Inc. |
0.31%
7,530
|
$208,961,000 | 0.12% |
| Charter Communications Inc. |
No change
711
|
$206,639,000 | 0.12% |
| Corning, Inc. |
Opened
6,253
|
$206,098,000 | 0.11% |
| Clorox Co. |
Opened
1,325
|
$202,871,000 | 0.11% |
| Rio Tinto Plc Adr |
No change
3,164
|
$201,674,000 | 0.11% |
| Edison International |
No change
2,839
|
$200,802,000 | 0.11% |
| Ford Motor Co. |
Opened
13,017
|
$172,866,000 | 0.10% |
| No transactions found | |||
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