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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 7 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMP AMERIPRISE FINL INC COM Financial Services 625.0 $287K 0.12% $458.76 +22.2%
122 VOD VODAFONE GROUP PLC Communication Services 21,559.0 $285K 0.12% -687.0 -3.1% $13.22 +27.8%
123 XEL XCEL ENERGY INC Utilities 3,400.0 $273K 0.12% $80.30 -5.7%
124 NVS NOVARTIS AG Healthcare 1,703.0 $267K 0.12% -33.0 -1.9% $156.72 +2.1%
125 MDT MEDTRONIC PLC ORDINARY Healthcare 3,316.0 $259K 0.11% -22.0 -0.7% $78.22 +20.4%
126 DIS DISNEY WALT CO COM DISNEY Communication Services 2,606.0 $251K 0.11% +125.0 +5.0% $96.25 +9.4%
127 XLF SPDR FINANCIALS 4,538.0 $243K 0.10% -150.0 -3.2% $53.61 +8.4%
128 STT STATE STR CORP COM Financial Services 1,424.0 $242K 0.10% $169.60 +14.5%
129 SHEL SHELL PLC SPON ADS Energy 3,050.0 $236K 0.10% -100.0 -3.2% $77.54 +19.9%
130 TMO THERMO FISCHER SCIENTIFIC Healthcare 457.0 $229K 0.10% -7.0 -1.5% $501.34 +22.4%
131 XLY SPDR DISCRETIONARY 1,942.0 $228K 0.10% $117.28 -2.0%
132 C CITIGROUP INC NEW Financial Services 1,564.0 $219K 0.10% -54.0 -3.3% $139.96 -1.6%
133 NVO NOVO-NORDISK A S ADR Healthcare 4,442.0 $213K 0.09% -87.0 -1.9% $47.93 -2.8%
134 XLV SPDR HEALTH CARE 1,310.0 $208K 0.09% -100.0 -7.1% $158.66 +8.1%
135 EXC EXELON CORP COM Utilities 4,174.0 $195K 0.08% $46.61 -6.4%
136 COP CONOCOPHILLIPS COM Energy 1,826.0 $190K 0.08% -727.0 -28.5% $103.96 +29.1%
137 BK BANK NEW YORK MELLON CORP COM Financial Services 1,310.0 $189K 0.08% $144.61 -1.9%
138 VGT VANGUARD INFORMATION TECH ETF 1,584.0 $189K 0.08% +1K +700.0% $119.52 +1.5%
139 BP BP PLC SPONSORED ADR Energy 5,008.0 $185K 0.08% -54.0 -1.1% $36.95 +18.6%
140 GLD GOLD TRUST Financial Services 500.0 $184K 0.08% $368.38 +10.4%
Page 7 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%