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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VOD VODAFONE GROUP PLC Communication Services 21,559.0 $285K 0.12% -687.0 -3.1% $13.22 +27.8%
62 NVS NOVARTIS AG Healthcare 1,703.0 $267K 0.12% -33.0 -1.9% $156.72 +2.1%
63 MDT MEDTRONIC PLC ORDINARY Healthcare 3,316.0 $259K 0.11% -22.0 -0.7% $78.22 +20.4%
64 XLF SPDR FINANCIALS 4,538.0 $243K 0.10% -150.0 -3.2% $53.61 +8.4%
65 SHEL SHELL PLC SPON ADS Energy 3,050.0 $236K 0.10% -100.0 -3.2% $77.54 +19.9%
66 TMO THERMO FISCHER SCIENTIFIC Healthcare 457.0 $229K 0.10% -7.0 -1.5% $501.34 +22.4%
67 C CITIGROUP INC NEW Financial Services 1,564.0 $219K 0.10% -54.0 -3.3% $139.96 -1.6%
68 NVO NOVO-NORDISK A S ADR Healthcare 4,442.0 $213K 0.09% -87.0 -1.9% $47.93 -2.8%
69 XLV SPDR HEALTH CARE 1,310.0 $208K 0.09% -100.0 -7.1% $158.66 +8.1%
70 COP CONOCOPHILLIPS COM Energy 1,826.0 $190K 0.08% -727.0 -28.5% $103.96 +29.1%
71 BP BP PLC SPONSORED ADR Energy 5,008.0 $185K 0.08% -54.0 -1.1% $36.95 +18.6%
72 GD GENERAL DYNAMICS CORP Industrials 440.0 $156K 0.07% -10.0 -2.2% $354.23 +1.5%
73 VXF VANGUARD INDEX FDS EXTEND MKT ETF 573.0 $141K 0.06% -125.0 -17.9% $246.21 -1.4%
74 DVY I SHARES TR DJ SLECT DIV INDEX 856.0 $134K 0.06% -95.0 -10.0% $156.30 +5.1%
75 NWFL NORWOOD FINANCIAL CORPORATION Financial Services 3,555.0 $114K 0.05% -425.0 -10.7% $32.14 +8.0%
76 PYPL PAYPAL HLDGS INC COM Financial Services 2,413.0 $104K 0.04% -27.0 -1.1% $43.18 +27.3%
77 NDAQ NASDAQ INC COM Financial Services 1,280.0 $101K 0.04% -120.0 -8.6% $78.81 +22.9%
78 DOW DOW HLDGS INC COM Basic Materials 3,360.0 $92K 0.04% -255.0 -7.0% $27.36 +7.6%
79 XLRE SPDR REAL ESTATE 1,953.0 $86K 0.04% -54.0 -2.7% $44.02 -0.2%
80 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 730.0 $65K 0.03% -8.0 -1.1% $88.60 -28.1%
Page 4 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%