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Portfolio (Quarterly) Guide ↗

PEOPLES FINANCIAL SERVICES CORP.

· CIK 0001056943
13F Portfolio $214M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 262 New
Page 5 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GENERAL ELEC CO COM Industrials 2,000.0 $616K 0.29% NEW $308.02 +3.0%
82 VTV VANGUARD VALUE ETF 3,144.0 $600K 0.28% NEW $190.99 +10.9%
83 COST COSTCO WHSL CORP NEW Consumer Defensive 679.0 $586K 0.27% NEW $862.33 +16.4%
84 V VISA CLASS A Financial Services 1,664.0 $584K 0.27% NEW $350.70 -6.6%
85 LOW LOWES COS INC COM Consumer Cyclical 2,391.0 $577K 0.27% NEW $241.16 -10.1%
86 GIS GENERAL MLS INC COM Consumer Defensive 12,325.0 $573K 0.27% NEW $46.50 -27.6%
87 XYL XYLEM INC Industrials 4,154.0 $566K 0.26% NEW $136.18 -18.4%
88 ASML ASML HOLDING N V N Y REGISTRY SHS Technology 528.0 $565K 0.26% NEW $1069.84 +49.4%
89 ADP AUTOMATIC DATA PROCESSING INCOM Industrials 2,177.0 $560K 0.26% NEW $257.22 -15.4%
90 PSX PHILLIPS 66 Energy 4,075.0 $526K 0.24% NEW $129.04 +35.3%
91 T AT&T INC COM Communication Services 21,116.0 $525K 0.24% NEW $24.84 +0.2%
92 CMCSA COMCAST CORP Communication Services 16,541.0 $494K 0.23% NEW $29.88 -15.6%
93 AWK AMERICAN WATER WORKS Utilities 3,601.0 $470K 0.22% NEW $130.50 -5.1%
94 MCHP MICROCHIP TECHNOLOGY INC COM Technology 6,903.0 $440K 0.20% NEW $63.72 +52.0%
95 EXPD EXPEDITORS INTL WASH INC Industrials 2,910.0 $434K 0.20% NEW $149.01 +8.4%
96 KMB KIMBERLY CLARK CORP COM Consumer Defensive 4,191.0 $423K 0.20% NEW $100.89 -0.7%
97 UPS UNITED PARCEL SERVICE INC CL B Industrials 4,030.0 $400K 0.19% NEW $99.19 +5.3%
98 CTVA CORTEVA INC COM Basic Materials 5,885.0 $394K 0.18% NEW $67.02 +19.2%
99 WM WASTE MANAGEMENT INC NEW Industrials 1,781.0 $391K 0.18% NEW $219.70 -1.9%
100 DHR DANAHER CORP Healthcare 1,655.0 $379K 0.18% NEW $228.92 -24.4%
Page 5 of 14  ·  262 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 24.0%
Healthcare 16.5%
Financial Services 15.2%
Consumer Cyclical 9.4%
Industrials 9.2%
Communication Services 7.9%
Consumer Defensive 6.7%
Energy 5.3%
Utilities 4.2%
Basic Materials 1.5%