Peoples Bank
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$162.9M
Holdings
101
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES
Q4 2025: Exited (was 852 shares)
9.7%
02
$PEBO
PEOPLES BANCORP INC
Q4 2025: Exited (was 200 shares)
9.0%
03
$IVW
ISHARES
Q4 2025: Exited (was 2.2k shares)
5.9%
04
$IJH
ISHARES
Q4 2025: Exited (was 129.8k shares)
5.2%
05
$SPY
SPDR
Q4 2025: Exited (was 10.3k shares)
4.0%
06
$VGIT
VANGUARD
Q4 2025: Exited (was 1.4k shares)
3.6%
07
$IWB
ISHARES
Q4 2025: Exited (was 12.8k shares)
3.3%
08
$CHV
CHEVRON CORPORATION
Q4 2025: Exited (was 364 shares)
3.0%
09
$AAPL
APPLE INC
Q4 2025: Increased +10707.8% (900 → 97.3k shares)
2.8%
10
$IVE
ISHARES
Q4 2025: Exited (was 480 shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:51 UTC.