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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 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GE GENERAL ELEC CO COM Industrials 1,738.0 $650K 0.28% -37.0 -2.1% $373.72 -9.8%
42 NVDA NVIDIA CORP COM Technology 3,197.0 $640K 0.28% -305.0 -8.7% $200.09 +15.1%
43 COST COSTCO WHSL CORP NEW Consumer Defensive 658.0 $616K 0.27% -9.0 -1.4% $935.45 -2.1%
44 MCHP MICROCHIP TECHNOLOGY INC COM Technology 6,645.0 $606K 0.26% -240.0 -3.5% $91.20 -18.7%
45 ONTO ONTO INNOVATION INC COM Technology 1,449.0 $548K 0.24% -146.0 -9.2% $378.45 -29.2%
46 V VISA CLASS A Financial Services 1,596.0 $548K 0.24% -25.0 -1.5% $343.08 +9.3%
47 LOW LOWES COS INC COM Consumer Cyclical 2,314.0 $510K 0.22% -77.0 -3.2% $220.49 -7.3%
48 XYL XYLEM INC Industrials 4,107.0 $485K 0.21% -24.0 -0.6% $118.21 -10.6%
49 Q QNITY ELECTRONICS INC COMMON STOCK Technology 2,938.0 $480K 0.21% -74.0 -2.5% $163.31 -26.2%
50 AWK AMERICAN WATER WORKS Utilities 3,563.0 $469K 0.20% -31.0 -0.9% $131.58 +6.9%
51 CTVA CORTEVA INC COM Basic Materials 5,501.0 $466K 0.20% -321.0 -5.5% $84.69 +3.7%
52 EXPD EXPEDITORS INTL WASH INC Industrials 2,810.0 $458K 0.20% -100.0 -3.4% $162.98 +15.8%
53 KMB KIMBERLY CLARK CORP COM Consumer Defensive 4,099.0 $450K 0.19% -92.0 -2.2% $109.77 -4.4%
54 T AT&T INC COM Communication Services 20,606.0 $427K 0.18% -143.0 -0.7% $20.70 +24.0%
55 GEV GE VERNOVA INC COM Utilities 359.0 $422K 0.18% -9.0 -2.5% $1174.84 -19.8%
56 UPS UNITED PARCEL SERVICE INC CL B Industrials 3,861.0 $415K 0.18% -96.0 -2.4% $107.50 -4.8%
57 GIS GENERAL MLS INC COM Consumer Defensive 11,872.0 $413K 0.18% -340.0 -2.8% $34.79 +10.1%
58 MO ALTRIA GROUP INC Consumer Defensive 5,585.0 $402K 0.17% -100.0 -1.8% $71.95 -4.3%
59 NKE NIKE INC CL B Consumer Cyclical 9,179.0 $377K 0.16% -89.0 -1.0% $41.04 -6.4%
60 MMM 3M CO Industrials 2,217.0 $359K 0.15% -50.0 -2.2% $161.91 +4.1%
Page 3 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%