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Portfolio (Quarterly) Guide ↗

PEOPLES FINANCIAL SERVICES CORP.

· CIK 0001056943
13F Portfolio $214M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 262 New
Page 9 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CVS CVS/CAREMARK CORP COM Healthcare 1,324.0 $105K 0.05% NEW $79.36 +16.9%
162 NWFL NORWOOD FINANCIAL CORPORATION Financial Services 3,555.0 $100K 0.05% NEW $28.04 +7.7%
163 CEG CONSTELLATION ENERGY CORP COM Utilities 266.0 $94K 0.04% NEW $353.26 -19.2%
164 TRV TRAVELERS COMPANIES INC COM Financial Services 309.0 $90K 0.04% NEW $290.05 +3.0%
165 NFLX NETFLIX INC COM Communication Services 920.0 $86K 0.04% NEW $93.76 -7.4%
166 APOS APOLLO GLOBAL MGMT INC COM Financial Services 585.0 $85K 0.04% NEW $144.76 -81.9%
167 XLRE SPDR REAL ESTATE 2,007.0 $81K 0.04% NEW $40.34 +10.5%
168 HSY HERSHEY FOODS CORP COM Consumer Defensive 429.0 $78K 0.04% NEW $181.98 +8.5%
169 TT TRANE TECHNOLOGIES PLC SHS Industrials 200.0 $78K 0.04% NEW $389.20 +16.6%
170 PLD PROLOGIS INC. COM Real Estate 603.0 $77K 0.04% NEW $127.66 +14.5%
171 PPG PPG INDS INC COM Basic Materials 741.0 $76K 0.04% NEW $102.46 +9.8%
172 PHM PULTE GROUP, INC. Consumer Cyclical 638.0 $75K 0.04% NEW $117.26 +0.5%
173 CDNS CADENCE DESIGN SYSTEM INC COM Technology 206.0 $64K 0.03% NEW $312.57 +18.8%
174 DLR DIGITAL RLTY TR INC COM Real Estate 351.0 $54K 0.03% NEW $154.71 +24.1%
175 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 664.0 $53K 0.03% NEW $80.30 -0.6%
176 XLI SPDR INDUSTRIALS 343.0 $53K 0.03% NEW $155.11 +12.0%
177 NUE NUCOR CORP Basic Materials 325.0 $53K 0.03% NEW $163.11 +50.2%
178 WY WEYERHAEUSER CO COM Real Estate 2,130.0 $50K 0.02% NEW $23.68 +3.9%
179 ED CONSOLIDATED EDISON INC Utilities 502.0 $50K 0.02% NEW $99.32 +8.4%
180 BSV VANGUARD B SHORT TERM BOND 625.0 $49K 0.02% NEW $78.81 -0.9%
Page 9 of 14  ·  262 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.0%
Healthcare 16.5%
Financial Services 15.2%
Consumer Cyclical 9.4%
Industrials 9.2%
Communication Services 7.9%
Consumer Defensive 6.7%
Energy 5.3%
Utilities 4.2%
Basic Materials 1.5%