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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 14 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VLTO VERALTO CORP COM SHS Industrials 26.0 $2K 0.00% $88.65 +8.6%
262 CHTR CHARTER COMMUNICATIONS INC NCL A Communication Services 16.0 $2K 0.00% $142.19 +6.9%
263 CC CHEMOURS CO COM Basic Materials 96.0 $2K 0.00% $20.51 -25.4%
264 NUVEEN REAL ESTATE INCOME FD 200.0 $2K 0.00% $8.43
265 WMB WILLIAMS CO INC Energy 20.0 $1K 0.00% $74.30 -0.2%
266 HLN HALEON PLC SPON ADS Healthcare 100.0 $933.0 $9.33 +2.9%
267 WAB WABTEC CORP COM Industrials 3.0 $808.0 -5.0 -62.5% $269.33 +5.0%
268 KD KYNDRYL HLDGS INC COMMON STOCK Technology 33.0 $373.0 $11.30 +16.3%
269 MJ AMPLIFY ETF TR ALTRNTV HARV ETF 8.0 $206.0 $25.75 +2.3%
270 KMI KINDER MORGAN INC (DE) CLASS P Energy 1.0 $31.0 $31.00 +1.3%
Page 14 of 14  ·  270 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%