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PEOPLES BANK /OH

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13F filer, CIK 934866, MARIETTA, OH

PEOPLES BANK /OH reported $162,922,195 across 101 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 49.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000934866-26-000004

Period
2026-03-31
Reported value
$163M
Holdings
101
Top 10 weight
49.28%
New
11
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VWOnew+28,825$1.56M
FESMnew+24,172$919K
IWBadded+2,443$871K
AGGnew+5,000$496K
JEPInew+7,730$438K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEIreduced-6,231-$739K
VEAreduced-8,739-$560K
SMBexited-21,899-$381K
VCITexited-3,992-$334K
IEFAreduced-3,066-$278K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000934866-26-000004, largest first. % of portfolio is the value over $162,922,195, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,145 shares; 2024Q4: 27,961 shares; 2025Q1: 27,357 shares; 2025Q2: 26,633 shares; 2025Q3: 24,667 shares; 2025Q4: 24,146 shares; 2026Q1: 24,278 shares 24,278$15.9M9.73%+132Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584,655 shares; 2024Q4: 590,905 shares; 2025Q1: 569,762 shares; 2025Q2: 566,234 shares; 2025Q3: 461,266 shares; 2025Q4: 436,575 shares; 2026Q1: 443,618 shares 443,618$14.6M8.95%+7,043Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,364 shares; 2024Q4: 97,637 shares; 2025Q1: 99,509 shares; 2025Q2: 97,926 shares; 2025Q3: 88,637 shares; 2025Q4: 87,282 shares; 2026Q1: 85,215 shares 85,215$9.64M5.92%-2,067Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,256 shares; 2024Q4: 146,311 shares; 2025Q1: 145,975 shares; 2025Q2: 135,538 shares; 2025Q3: 129,797 shares; 2025Q4: 127,671 shares; 2026Q1: 124,912 shares 124,912$8.44M5.18%-2,759Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 11,347 shares; 2025Q1: 10,742 shares; 2025Q2: 10,472 shares; 2025Q3: 10,325 shares; 2025Q4: 10,320 shares; 2026Q1: 9,973 shares 9,973$6.49M3.98%-347Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,636 shares; 2024Q4: 88,382 shares; 2025Q1: 87,673 shares; 2025Q2: 102,861 shares; 2025Q3: 101,318 shares; 2025Q4: 97,620 shares; 2026Q1: 97,581 shares 97,581$5.81M3.57%-39Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,393 shares; 2025Q1: 13,018 shares; 2025Q2: 12,998 shares; 2025Q3: 12,838 shares; 2025Q4: 12,838 shares; 2026Q1: 15,281 shares 15,281$5.45M3.34%+2,443Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,468 shares; 2024Q4: 24,854 shares; 2025Q1: 23,629 shares; 2025Q2: 23,634 shares; 2025Q3: 23,716 shares; 2025Q4: 23,757 shares; 2026Q1: 23,643 shares 23,643$4.89M3%-114Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,924 shares; 2024Q4: 27,090 shares; 2025Q1: 19,029 shares; 2025Q2: 18,412 shares; 2025Q3: 18,309 shares; 2025Q4: 18,959 shares; 2026Q1: 18,035 shares 18,035$4.58M2.81%-924Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,144 shares; 2024Q4: 27,049 shares; 2025Q1: 23,184 shares; 2025Q2: 24,461 shares; 2025Q3: 22,412 shares; 2025Q4: 22,137 shares; 2026Q1: 21,587 shares 21,587$4.56M2.8%-550Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,808 shares; 2024Q4: 44,587 shares; 2025Q1: 43,097 shares; 2025Q2: 39,174 shares; 2025Q3: 37,990 shares; 2025Q4: 37,485 shares; 2026Q1: 35,329 shares 35,329$4.39M2.7%-2,156Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,972 shares; 2024Q4: 93,668 shares; 2025Q1: 93,262 shares; 2025Q2: 81,800 shares; 2025Q3: 79,991 shares; 2025Q4: 77,133 shares; 2026Q1: 77,163 shares 77,163$4.11M2.52%+30Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,181 shares; 2024Q4: 77,832 shares; 2025Q1: 77,110 shares; 2025Q2: 78,492 shares; 2025Q3: 77,368 shares; 2025Q4: 74,571 shares; 2026Q1: 75,466 shares 75,466$3.66M2.24%+895Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 10,439 shares; 2025Q1: 9,943 shares; 2025Q2: 9,868 shares; 2025Q3: 13,018 shares; 2025Q4: 12,268 shares; 2026Q1: 11,745 shares 11,745$3.45M2.12%-523Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,224 shares; 2024Q4: 37,072 shares; 2025Q1: 37,316 shares; 2025Q2: 43,181 shares; 2025Q3: 42,400 shares; 2025Q4: 40,829 shares; 2026Q1: 41,606 shares 41,606$3.44M2.11%+777Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,324 shares; 2024Q4: 57,658 shares; 2025Q1: 56,785 shares; 2025Q2: 61,576 shares; 2025Q3: 56,289 shares; 2025Q4: 54,447 shares; 2026Q1: 45,708 shares 45,708$2.93M1.8%-8,739Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,407 shares; 2024Q4: 16,198 shares; 2025Q1: 15,161 shares; 2025Q2: 14,919 shares; 2025Q3: 14,922 shares; 2025Q4: 14,993 shares; 2026Q1: 14,448 shares 14,448$2.45M1.5%-545Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,849 shares; 2024Q4: 18,109 shares; 2025Q1: 17,064 shares; 2025Q2: 16,978 shares; 2025Q3: 16,828 shares; 2025Q4: 16,802 shares; 2026Q1: 16,430 shares 16,430$2.37M1.46%-372Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,417 shares; 2025Q2: 38,995 shares; 2025Q3: 35,603 shares; 2025Q4: 34,746 shares; 2026Q1: 42,444 shares 42,444$2.24M1.38%+7,698Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,556 shares; 2024Q4: 7,445 shares; 2025Q1: 6,031 shares; 2025Q2: 5,902 shares; 2025Q3: 5,886 shares; 2025Q4: 5,965 shares; 2026Q1: 5,598 shares 5,598$2.07M1.27%-367Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,784 shares; 2024Q4: 16,564 shares; 2025Q1: 9,112 shares; 2025Q2: 14,205 shares; 2025Q3: 13,534 shares; 2025Q4: 11,289 shares; 2026Q1: 11,366 shares 11,366$1.98M1.22%+77Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,966 shares; 2026Q1: 73,985 shares 73,985$1.94M1.19%+3,019Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,734 shares; 2024Q4: 22,483 shares; 2025Q1: 22,384 shares; 2025Q2: 19,195 shares; 2025Q3: 18,992 shares; 2025Q4: 18,973 shares; 2026Q1: 19,143 shares 19,143$1.86M1.14%+170Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 3,443 shares; 2025Q1: 3,331 shares; 2025Q2: 3,365 shares; 2025Q3: 3,213 shares; 2025Q4: 3,256 shares; 2026Q1: 3,190 shares 3,190$1.83M1.12%-66Timeline
DIVBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,602 shares; 2025Q3: 31,547 shares; 2025Q4: 30,711 shares; 2026Q1: 31,670 shares 31,670$1.71M1.05%+959Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 8,373 shares; 2025Q1: 8,127 shares; 2025Q2: 8,133 shares; 2025Q3: 8,165 shares; 2025Q4: 8,318 shares; 2026Q1: 8,185 shares 8,185$1.7M1.05%-133Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,825 shares 28,825$1.56M0.96%newTimeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 23,516 shares; 2025Q1: 23,455 shares; 2025Q2: 23,984 shares; 2025Q3: 23,590 shares; 2025Q4: 22,719 shares; 2026Q1: 22,918 shares 22,918$1.2M0.74%+199Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 6,944 shares; 2025Q1: 6,439 shares; 2025Q2: 6,289 shares; 2025Q3: 6,299 shares; 2025Q4: 6,299 shares; 2026Q1: 6,274 shares 6,274$1.14M0.7%-25Timeline
ESCAESCALADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,632 shares; 2024Q4: 67,126 shares; 2025Q1: 67,126 shares; 2025Q2: 67,126 shares; 2025Q3: 67,126 shares; 2025Q4: 65,316 shares; 2026Q1: 65,316 shares 65,316$1.12M0.69%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 5,546 shares; 2025Q1: 4,357 shares; 2025Q2: 3,911 shares; 2025Q3: 3,855 shares; 2025Q4: 4,091 shares; 2026Q1: 3,672 shares 3,672$1.06M0.65%-419Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,012 shares; 2024Q4: 20,617 shares; 2025Q1: 19,682 shares; 2025Q2: 20,432 shares; 2025Q3: 20,547 shares; 2025Q4: 21,399 shares; 2026Q1: 21,103 shares 21,103$1.03M0.63%-296Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140$993K0.61%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 9,629 shares; 2025Q1: 8,260 shares; 2025Q2: 7,899 shares; 2025Q3: 7,768 shares; 2025Q4: 7,033 shares; 2026Q1: 6,667 shares 6,667$981K0.6%-366Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,615 shares; 2025Q1: 1,822 shares; 2025Q2: 1,842 shares; 2025Q3: 1,837 shares; 2025Q4: 1,812 shares; 2026Q1: 1,722 shares 1,722$970K0.6%-90Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,021 shares; 2025Q1: 1,405 shares; 2025Q2: 1,254 shares; 2025Q3: 1,234 shares; 2025Q4: 1,229 shares; 2026Q1: 1,661 shares 1,661$959K0.59%+432Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,172 shares 24,172$919K0.56%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,169 shares; 2025Q1: 942 shares; 2025Q2: 926 shares; 2025Q3: 931 shares; 2025Q4: 915 shares; 2026Q1: 901 shares 901$898K0.55%-14Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,034 shares; 2024Q4: 9,833 shares; 2025Q1: 9,025 shares; 2025Q2: 8,413 shares; 2025Q3: 8,364 shares; 2025Q4: 8,361 shares; 2026Q1: 9,008 shares 9,008$875K0.54%+647Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 2,702 shares; 2025Q1: 2,658 shares; 2025Q2: 2,638 shares; 2025Q3: 2,636 shares; 2025Q4: 2,673 shares; 2026Q1: 2,604 shares 2,604$856K0.53%-69Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 13,717 shares; 2025Q1: 11,799 shares; 2025Q2: 11,918 shares; 2025Q3: 11,974 shares; 2025Q4: 12,357 shares; 2026Q1: 9,291 shares 9,291$841K0.52%-3,066Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 6,355 shares; 2025Q1: 6,305 shares; 2025Q2: 6,401 shares; 2025Q3: 6,318 shares; 2025Q4: 6,314 shares; 2026Q1: 5,738 shares 5,738$837K0.51%-576Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,585 shares; 2025Q3: 6,585 shares; 2025Q4: 2,437 shares; 2026Q1: 2,437 shares 2,437$823K0.51%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,809 shares; 2024Q4: 8,715 shares; 2025Q1: 8,200 shares; 2025Q2: 7,942 shares; 2025Q3: 7,735 shares; 2025Q4: 7,045 shares; 2026Q1: 6,841 shares 6,841$823K0.51%-204Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 6,336 shares; 2025Q1: 6,300 shares; 2025Q2: 6,050 shares; 2025Q3: 5,900 shares; 2025Q4: 5,890 shares; 2026Q1: 5,850 shares 5,850$795K0.49%-40Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,173 shares; 2024Q4: 19,803 shares; 2025Q1: 18,828 shares; 2025Q2: 18,578 shares; 2025Q3: 18,528 shares; 2025Q4: 18,543 shares; 2026Q1: 18,392 shares 18,392$755K0.46%-151Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 2,624 shares; 2025Q1: 2,561 shares; 2025Q2: 2,581 shares; 2025Q3: 2,532 shares; 2025Q4: 2,555 shares; 2026Q1: 2,409 shares 2,409$749K0.46%-146Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,314 shares; 2025Q1: 767 shares; 2025Q2: 739 shares; 2025Q3: 832 shares; 2025Q4: 834 shares; 2026Q1: 807 shares 807$742K0.46%-27Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,603 shares; 2025Q1: 1,657 shares; 2025Q2: 1,557 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 3,769 shares 3,769$739K0.45%+2,221Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 4,970 shares; 2025Q1: 4,695 shares; 2025Q2: 4,945 shares; 2025Q3: 4,910 shares; 2025Q4: 4,865 shares; 2026Q1: 4,433 shares 4,433$730K0.45%-432Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 2,936 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,926 shares; 2025Q4: 2,855 shares; 2026Q1: 2,740 shares 2,740$665K0.41%-115Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,206 shares; 2025Q1: 1,027 shares; 2025Q2: 984 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 922 shares 922$643K0.39%-57Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 2,740 shares; 2025Q1: 2,365 shares; 2025Q2: 2,300 shares; 2025Q3: 2,283 shares; 2025Q4: 2,291 shares; 2026Q1: 1,863 shares 1,863$637K0.39%-428Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 2,917 shares; 2025Q1: 2,742 shares; 2025Q2: 2,737 shares; 2025Q3: 2,727 shares; 2025Q4: 2,712 shares; 2026Q1: 2,638 shares 2,638$623K0.38%-74Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 7,190 shares; 2025Q1: 6,642 shares; 2025Q2: 7,472 shares; 2025Q3: 7,703 shares; 2025Q4: 7,851 shares; 2026Q1: 7,988 shares 7,988$620K0.38%+137Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares; 2025Q3: 3,188 shares; 2025Q4: 1,721 shares; 2026Q1: 1,720 shares 1,720$581K0.36%-1Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 5,156 shares; 2025Q1: 2,652 shares; 2025Q2: 2,544 shares; 2025Q3: 2,534 shares; 2025Q4: 2,521 shares; 2026Q1: 2,303 shares 2,303$563K0.35%-218Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,725 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares 3,675$504K0.31%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 2,268 shares; 2025Q1: 1,754 shares; 2025Q2: 2,461 shares; 2025Q3: 2,428 shares; 2025Q4: 2,475 shares; 2026Q1: 2,306 shares 2,306$502K0.31%-169Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000$496K0.3%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,099 shares; 2025Q1: 2,089 shares; 2025Q2: 2,234 shares; 2025Q3: 2,259 shares; 2025Q4: 2,282 shares; 2026Q1: 1,992 shares 1,992$483K0.3%-290Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,270 shares; 2025Q1: 1,246 shares; 2025Q2: 1,245 shares; 2025Q3: 1,195 shares; 2025Q4: 1,195 shares; 2026Q1: 1,127 shares 1,127$481K0.29%-68Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 2,550 shares; 2025Q1: 2,108 shares; 2025Q2: 1,959 shares; 2025Q3: 1,770 shares; 2025Q4: 1,886 shares; 2026Q1: 1,456 shares 1,456$451K0.28%-430Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,730 shares 7,730$438K0.27%newTimeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 2,975 shares; 2025Q1: 2,680 shares; 2025Q2: 2,570 shares; 2025Q3: 2,546 shares; 2025Q4: 2,545 shares; 2026Q1: 2,509 shares 2,509$424K0.26%-36Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 6,333 shares; 2025Q1: 6,213 shares; 2025Q2: 6,033 shares; 2025Q3: 5,983 shares; 2025Q4: 5,946 shares; 2026Q1: 5,725 shares 5,725$414K0.25%-221Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 2,033 shares; 2025Q1: 1,665 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares 1,273$408K0.25%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 7,567 shares; 2025Q1: 7,567 shares; 2025Q2: 7,567 shares; 2025Q3: 7,717 shares; 2025Q4: 7,717 shares; 2026Q1: 7,867 shares 7,867$370K0.23%+150Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 778 shares; 2025Q2: 757 shares; 2025Q3: 753 shares; 2025Q4: 760 shares; 2026Q1: 736 shares 736$365K0.22%-24Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,158 shares; 2025Q1: 1,938 shares; 2025Q2: 1,933 shares; 2025Q3: 1,908 shares; 2025Q4: 1,899 shares; 2026Q1: 1,821 shares 1,821$351K0.22%-78Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares; 2025Q4: 1,926 shares; 2026Q1: 1,926 shares 1,926$349K0.21%0Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,433 shares 3,433$345K0.21%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,237 shares; 2025Q1: 1,073 shares; 2025Q2: 1,044 shares; 2025Q3: 1,027 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares 1,028$330K0.2%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,135 shares; 2025Q1: 1,210 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,156 shares; 2026Q1: 1,060 shares 1,060$320K0.2%-96Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 2,868 shares; 2025Q1: 2,509 shares; 2025Q2: 2,586 shares; 2025Q3: 2,208 shares; 2025Q4: 2,093 shares; 2026Q1: 2,048 shares 2,048$318K0.2%-45Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 3,528 shares; 2025Q1: 3,270 shares; 2025Q2: 3,195 shares; 2025Q3: 3,150 shares; 2025Q4: 3,161 shares; 2026Q1: 3,075 shares 3,075$316K0.19%-86Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,105 shares; 2025Q1: 1,085 shares; 2025Q2: 1,045 shares; 2025Q3: 1,015 shares; 2025Q4: 1,019 shares; 2026Q1: 949 shares 949$312K0.19%-70Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 1,104 shares; 2025Q1: 1,332 shares; 2025Q2: 1,062 shares; 2025Q3: 1,012 shares; 2025Q4: 1,011 shares; 2026Q1: 1,242 shares 1,242$308K0.19%+231Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,678 shares; 2025Q1: 2,614 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,316 shares; 2026Q1: 2,240 shares 2,240$296K0.18%-76Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 5,077 shares; 2025Q1: 3,508 shares; 2025Q2: 3,175 shares; 2025Q3: 3,167 shares; 2025Q4: 3,178 shares; 2026Q1: 3,177 shares 3,177$295K0.18%-1Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares; 2026Q1: 408 shares 408$289K0.18%-1Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,711 shares; 2025Q1: 5,419 shares; 2025Q2: 4,819 shares; 2025Q3: 4,819 shares; 2025Q4: 5,069 shares; 2026Q1: 4,569 shares 4,569$277K0.17%-500Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 893 shares; 2026Q1: 893 shares 893$264K0.16%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 2,521 shares; 2025Q1: 2,431 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 2,686 shares; 2026Q1: 2,084 shares 2,084$259K0.16%-602Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,269 shares; 2024Q4: 8,269 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 8,406 shares; 2026Q1: 2,175 shares 2,175$258K0.16%-6,231Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,030 shares; 2025Q3: 2,060 shares; 2025Q4: 2,085 shares; 2026Q1: 2,395 shares 2,395$256K0.16%+310Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 4,496 shares; 2025Q1: 3,248 shares; 2025Q2: 3,298 shares; 2025Q3: 3,289 shares; 2025Q4: 3,362 shares; 2026Q1: 3,356 shares 3,356$255K0.16%-6Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,084 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,078 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares 1,096$248K0.15%0Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,044 shares; 2024Q4: 7,044 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,044 shares; 2025Q4: 5,735 shares; 2026Q1: 5,735 shares 5,735$238K0.15%0Timeline
SMTHALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000$232K0.14%newTimeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 961 shares 961$231K0.14%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,773 shares; 2024Q4: 85,022 shares; 2025Q1: 77,497 shares; 2025Q2: 11,459 shares; 2025Q3: not reported; 2025Q4: 7,301 shares; 2026Q1: 7,255 shares 7,255$223K0.14%-46Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317 shares 317$216K0.13%newTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,816 shares 3,816$216K0.13%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: 1,328 shares 1,328$212K0.13%-51Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 2,622 shares; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 2,129 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares 2,159$211K0.13%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 712 shares; 2026Q1: 709 shares 709$207K0.13%-3Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000$206K0.13%newTimeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,500 shares; 2025Q1: 2,435 shares; 2025Q2: 1,950 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,920 shares 1,920$203K0.12%-40Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,001 shares 4,001$202K0.12%newTimeline
JBSJBS N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 10,950 shares 10,950$197K0.12%-1,550Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SMBVANECK ETF TRUST21,899$381Kshares
VCITVANGUARD SCOTTSDALE FDS3,992$334Kshares
VCSHVANGUARD SCOTTSDALE FDS3,252$259Kshares
MUBISHARES TR2,227$239Kshares
UNHUNITEDHEALTH GROUP INC711$235Kshares
GEHCGE HEALTHCARE TECHNOLOGIES I2,797$229Kshares
BSVVANGUARD BD INDEX FDS2,685$212Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000934866-26-000004 base2026-04-24acceptance time not in the bulk data set