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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 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN AMGEN INC COM Healthcare 4,453.0 $1.6M 0.70% +53.0 +1.2% $362.11 +20.7%
42 MS MORGAN STANLEY DEAN WITTER DISCOVER & CO Financial Services 7,691.0 $1.6M 0.69% $209.04 +4.1%
43 KO COCA COLA CO COM Consumer Defensive 19,556.0 $1.6M 0.69% -165.0 -0.8% $81.27 +8.4%
44 ENB ENBRIDGE INC Energy 29,004.0 $1.6M 0.68% $54.20 -7.6%
45 DE DEERE & CO COM Industrials 2,449.0 $1.6M 0.67% -33.0 -1.3% $634.33 +9.3%
46 BMY BRISTOL MYERS SQUIBB CO Healthcare 26,066.0 $1.5M 0.65% +388.0 +1.5% $57.61 +16.0%
47 VZ VERIZON COMMUNICATIONS COM Communication Services 35,190.0 $1.5M 0.64% -944.0 -2.6% $42.34 +18.4%
48 XLU SPDR UTILITIES 31,982.0 $1.5M 0.63% $45.34 -5.0%
49 BA BOEING CO COM Industrials 6,480.0 $1.4M 0.61% $216.47 -1.9%
50 RTX RAYTHEON TECHNOLOGIES CORP COM Industrials 6,745.0 $1.3M 0.55% $189.73 +5.8%
51 VOO VANGUARD 500 INDEX FUND 1,700.0 $1.2M 0.50% -78.0 -4.4% $686.80 +3.1%
52 AZO AUTOZONE INC COM Consumer Cyclical 363.0 $1.2M 0.50% $3195.94 -6.7%
53 META META PLATFORMS INC Communication Services 2,058.0 $1.2M 0.50% -118.0 -5.4% $563.27 +9.5%
54 DUK DUKE ENERGY HLDG CORP Utilities 9,156.0 $1.2M 0.50% $126.58 -5.0%
55 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%
56 VWO VANGUARD EMERGING MARKETS ETF 18,930.0 $1.1M 0.49% +422.0 +2.3% $59.68 +2.9%
57 VNQ VANGUARD REAL ESTATE 11,508.0 $1.1M 0.48% +192.0 +1.7% $96.43 -0.4%
58 WMT WAL MART STORES INC COM Consumer Defensive 9,791.0 $1.1M 0.48% -149.0 -1.5% $113.26 -5.4%
59 FNB F N B CORP PA Financial Services 57,937.0 $1.1M 0.48% $19.07 -2.1%
60 BLK BLACKROCK INC COM Financial Services 1,143.0 $1.1M 0.47% $961.54 +16.7%
Page 3 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%