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Portfolio (Quarterly) Guide ↗

PEOPLES FINANCIAL SERVICES CORP.

· CIK 0001056943
13F Portfolio $231M AUM 403 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 26 Added 91 Reduced 9 Exited
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QCOM QUALCOMM INC COM Technology 9,550.0 $1.8M 0.76% -163.0 -1.7% $184.79 -8.7%
22 ORCL ORACLE CORP COM Technology 11,816.0 $1.7M 0.75% -278.0 -2.3% $146.55 +8.4%
23 PNC PNC FINL SVCS GROUP INC COM Financial Services 6,629.0 $1.6M 0.70% -692.0 -9.4% $246.22 -0.3%
24 KO COCA COLA CO COM Consumer Defensive 19,556.0 $1.6M 0.69% -165.0 -0.8% $81.27 +8.4%
25 DE DEERE & CO COM Industrials 2,449.0 $1.6M 0.67% -33.0 -1.3% $634.33 +9.3%
26 VZ VERIZON COMMUNICATIONS COM Communication Services 35,190.0 $1.5M 0.64% -944.0 -2.6% $42.34 +18.4%
27 VOO VANGUARD 500 INDEX FUND 1,700.0 $1.2M 0.50% -78.0 -4.4% $686.80 +3.1%
28 META META PLATFORMS INC Communication Services 2,058.0 $1.2M 0.50% -118.0 -5.4% $563.27 +9.5%
29 VXUS VANGUARD TOTAL INTL STOCK VG TL INTL STK F 13,259.0 $1.1M 0.49% -154.0 -1.1% $85.49 +3.4%
30 WMT WAL MART STORES INC COM Consumer Defensive 9,791.0 $1.1M 0.48% -149.0 -1.5% $113.26 -5.4%
31 ABT ABBOTT LABS COM Healthcare 11,660.0 $1.1M 0.46% -63.0 -0.5% $90.74 +19.4%
32 D DOMINION RES INC VA NEW COM Utilities 15,386.0 $1.1M 0.45% -493.0 -3.1% $68.29 -3.6%
33 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 515.0 $1.0M 0.44% -7.0 -1.3% $1989.43 -13.8%
34 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 3,543.0 $996K 0.43% -50.0 -1.4% $281.20 -16.5%
35 PFE PFIZER INC COM Healthcare 36,641.0 $882K 0.38% -307.0 -0.8% $24.07 +18.2%
36 IVV ISHARES S&P 500 INDEX 1,173.0 $878K 0.38% -150.0 -11.3% $748.89 +3.3%
37 LMT LOCKHEED MARTIN CORP COM Industrials 1,707.0 $870K 0.38% -20.0 -1.2% $509.44 +3.1%
38 WFC WELLS FARGO & CO NEW COM Financial Services 10,252.0 $847K 0.37% -136.0 -1.3% $82.63 +8.9%
39 MDLZ MONDELEZ INTL INC Consumer Defensive 14,539.0 $841K 0.36% -123.0 -0.8% $57.84 +5.9%
40 PM PHILIP MORRIS INTL INC Consumer Defensive 4,464.0 $808K 0.35% -125.0 -2.7% $180.91 +0.9%
Page 2 of 5  ·  91 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 27.1%
Healthcare 16.9%
Financial Services 15.1%
Industrials 9.7%
Consumer Cyclical 8.6%
Consumer Defensive 6.5%
Energy 5.7%
Utilities 4.4%
Communication Services 4.3%
Basic Materials 1.5%