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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 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC COM Consumer Defensive 8,008.0 $1.1M 0.47% +92.0 +1.2% $135.40 +1.6%
62 ABT ABBOTT LABS COM Healthcare 11,660.0 $1.1M 0.46% -63.0 -0.5% $90.74 +19.4%
63 D DOMINION RES INC VA NEW COM Utilities 15,386.0 $1.1M 0.45% -493.0 -3.1% $68.29 -3.6%
64 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 515.0 $1.0M 0.44% -7.0 -1.3% $1989.43 -13.8%
65 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 3,543.0 $996K 0.43% -50.0 -1.4% $281.20 -16.5%
66 PFE PFIZER INC COM Healthcare 36,641.0 $882K 0.38% -307.0 -0.8% $24.07 +18.2%
67 IVV ISHARES S&P 500 INDEX 1,173.0 $878K 0.38% -150.0 -11.3% $748.89 +3.3%
68 XLB SPDR MATERIALS 17,252.0 $877K 0.38% $50.83 +3.2%
69 LMT LOCKHEED MARTIN CORP COM Industrials 1,707.0 $870K 0.38% -20.0 -1.2% $509.44 +3.1%
70 WFC WELLS FARGO & CO NEW COM Financial Services 10,252.0 $847K 0.37% -136.0 -1.3% $82.63 +8.9%
71 MDLZ MONDELEZ INTL INC Consumer Defensive 14,539.0 $841K 0.36% -123.0 -0.8% $57.84 +5.9%
72 UNP UNION PAC CORP COM Industrials 3,056.0 $831K 0.36% $272.00 +6.5%
73 XLC SPDR COMMUNICATION 7,570.0 $811K 0.35% $107.13 +4.6%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 4,464.0 $808K 0.35% -125.0 -2.7% $180.91 +0.9%
75 PPL PPL CORP, COM Utilities 21,109.0 $767K 0.33% $36.34 -3.4%
76 XLE SPDR ENERGY 14,219.0 $755K 0.33% $53.11 +20.6%
77 NSC NORFOLK SOUTHERN CORP Industrials 2,357.0 $741K 0.32% $314.58 +4.7%
78 NBTB NBT BANCORP INC COM Financial Services 15,000.0 $740K 0.32% $49.36 +5.9%
79 PSX PHILLIPS 66 Energy 4,075.0 $689K 0.30% $169.05 +50.9%
80 VTV VANGUARD VALUE ETF 3,117.0 $679K 0.29% $217.93 +3.9%
Page 4 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%