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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 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MA MASTERCARD INCORPORATED Financial Services 5,976.0 $3.1M 1.33% $513.59 +12.8%
22 ADI ANALOG DEVICES INC Technology 7,636.0 $3.0M 1.31% -128.0 -1.6% $397.16 -8.8%
23 BERKSHIRE HATHAWAY B NEW 5,928.0 $3.0M 1.28% $500.39
24 MRK MERCK & CO INC NEW Healthcare 22,170.0 $2.8M 1.23% $128.50 +17.0%
25 VB VANGUARD SMALL CAP ETF 9,234.0 $2.8M 1.21% +241.0 +2.7% $303.11 -1.0%
26 VO VANGUARD MID CAP ETF 34,541.0 $2.8M 1.20% +26K +303.0% $80.56 +2.1%
27 CVX CHEVRON CORPORATION COM Energy 16,151.0 $2.7M 1.16% $165.76 +25.8%
28 GS GOLDMAN SACHS GROUP INC Financial Services 2,533.0 $2.6M 1.11% -42.0 -1.6% $1011.35 +2.7%
29 EMR EMERSON ELEC CO COM Industrials 17,827.0 $2.6M 1.10% $143.15 +6.8%
30 QLV FLEXSHARES TR US QT LW VLTY 33,737.0 $2.5M 1.10% -226.0 -0.7% $75.49 +5.8%
31 AMAT APPLIED MATLS INC COM Technology 3,480.0 $2.5M 1.09% -163.0 -4.5% $723.00 -37.1%
32 CAT CATERPILLAR INC DEL COM Industrials 2,012.0 $2.1M 0.93% -113.0 -5.3% $1064.89 -23.6%
33 VEA VANGUARD FTSE DEVELOPED MARKET ETF 29,930.0 $2.1M 0.92% -718.0 -2.3% $71.25 +3.5%
34 NEE NEXTERA ENERGY INC Utilities 21,544.0 $1.9M 0.82% -600.0 -2.7% $87.77 -4.9%
35 QCOM QUALCOMM INC COM Technology 9,550.0 $1.8M 0.76% -163.0 -1.7% $184.79 -8.7%
36 ORCL ORACLE CORP COM Technology 11,816.0 $1.7M 0.75% -278.0 -2.3% $146.55 +8.4%
37 SO SOUTHERN CO COM Utilities 17,933.0 $1.7M 0.74% $95.71 -7.9%
38 APD AIR PRODUCT AND CHEMICALS INC Basic Materials 5,781.0 $1.7M 0.73% $293.17 +2.8%
39 HD HOME DEPOT INC COM Consumer Cyclical 4,801.0 $1.7M 0.73% $352.67 -9.0%
40 PNC PNC FINL SVCS GROUP INC COM Financial Services 6,629.0 $1.6M 0.70% -692.0 -9.4% $246.22 -0.3%
Page 2 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%