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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 8 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ETN EATON CORP PLC Industrials 410.0 $175K 0.07% $426.10 -3.6%
142 SCHB SCHWAB STRATEGIC TR US BRD MKT ETF 6,000.0 $174K 0.07% $28.95 +2.7%
143 KHC KRAFT HEINZ CO COM Consumer Defensive 7,114.0 $168K 0.07% $23.61 +5.3%
144 MCK MCKESSON CORP Healthcare 222.0 $168K 0.07% $755.59 +20.2%
145 SLB SCHLUMBERGER LTD COM Energy 3,528.0 $164K 0.07% +200.0 +6.0% $46.49 +23.7%
146 IWF ISHARES RUSSELL 1000 GROWTH 1,300.0 $161K 0.07% +794.0 +156.9% $124.17 -0.6%
147 GD GENERAL DYNAMICS CORP Industrials 440.0 $156K 0.07% -10.0 -2.2% $354.23 +1.5%
148 CMI CUMMINS INC COM Industrials 207.0 $148K 0.06% $713.21 -21.4%
149 GSK GLAXOSMITHKLINE PLC SPONSORED ADR Healthcare 2,692.0 $141K 0.06% $52.42 -4.8%
150 VXF VANGUARD INDEX FDS EXTEND MKT ETF 573.0 $141K 0.06% -125.0 -17.9% $246.21 -1.4%
151 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 1,500.0 $138K 0.06% $92.09 -4.6%
152 CVS CVS/CAREMARK CORP COM Healthcare 1,315.0 $136K 0.06% $103.45 -6.5%
153 SYY SYSCO CORP COM Consumer Defensive 1,622.0 $136K 0.06% $83.58 -4.2%
154 DVY I SHARES TR DJ SLECT DIV INDEX 856.0 $134K 0.06% -95.0 -10.0% $156.30 +5.1%
155 OXY OCCIDENTAL PETE CORP DEL COM Energy 2,578.0 $125K 0.05% $48.56 +23.6%
156 QAI INDEXIQ ETF TR HEDGE MLTI ETF 3,182.0 $116K 0.05% $36.59 -0.1%
157 NWFL NORWOOD FINANCIAL CORPORATION Financial Services 3,555.0 $114K 0.05% -425.0 -10.7% $32.14 +8.0%
158 GDX VANECK VECTORS ETF TR GOLD MINERS ETF 1,400.0 $106K 0.05% $75.45 +31.6%
159 PYPL PAYPAL HLDGS INC COM Financial Services 2,413.0 $104K 0.04% -27.0 -1.1% $43.18 +27.3%
160 TRV TRAVELERS COMPANIES INC COM Financial Services 309.0 $102K 0.04% $330.10 +11.9%
Page 8 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%