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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 6 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 T AT&T INC COM Communication Services 20,606.0 $427K 0.18% -143.0 -0.7% $20.70 +24.0%
102 GEV GE VERNOVA INC COM Utilities 359.0 $422K 0.18% -9.0 -2.5% $1174.84 -19.8%
103 ADBE ADOBE INC COM Technology 2,031.0 $416K 0.18% +20.0 +1.0% $205.01 +30.0%
104 UPS UNITED PARCEL SERVICE INC CL B Industrials 3,861.0 $415K 0.18% -96.0 -2.4% $107.50 -4.8%
105 GIS GENERAL MLS INC COM Consumer Defensive 11,872.0 $413K 0.18% -340.0 -2.8% $34.79 +10.1%
106 TGT TARGET CORP Consumer Defensive 3,157.0 $412K 0.18% $130.61 +25.9%
107 CMCSA COMCAST CORP Communication Services 16,729.0 $411K 0.18% +512.0 +3.2% $24.54 +7.9%
108 CARR CARRIER GLOBAL CORPORATION COM Industrials 5,590.0 $410K 0.18% $73.35 -18.6%
109 XLK SPDR TECHNOLOGY 2,136.0 $407K 0.18% $190.52 -1.7%
110 MO ALTRIA GROUP INC Consumer Defensive 5,585.0 $402K 0.17% -100.0 -1.8% $71.95 -4.3%
111 WM WASTE MANAGEMENT INC NEW Industrials 1,796.0 $400K 0.17% +35.0 +2.0% $222.87 -1.7%
112 ECL ECOLAB INC Basic Materials 1,400.0 $390K 0.17% $278.60 +0.2%
113 AEP AMERICAN ELEC PWR INC COM Utilities 2,785.0 $381K 0.17% $136.81 -9.0%
114 NKE NIKE INC CL B Consumer Cyclical 9,179.0 $377K 0.16% -89.0 -1.0% $41.04 -6.4%
115 RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 1,688.0 $359K 0.15% $212.77 +2.9%
116 MMM 3M CO Industrials 2,217.0 $359K 0.15% -50.0 -2.2% $161.91 +4.1%
117 CBU COMMUNITY BANK SYSTEM INC Financial Services 5,100.0 $342K 0.15% $67.11 -4.9%
118 USB US BANCORP Financial Services 5,616.0 $339K 0.15% +146.0 +2.7% $60.40 +4.9%
119 DHR DANAHER CORP Healthcare 1,705.0 $325K 0.14% +59.0 +3.6% $190.47 +9.0%
120 DUPONT DE NEMOURS INC COMMON STOCK 2,200.0 $298K 0.13% NEW $135.63
Page 6 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%