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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 9 of 14  ·  270 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NDAQ NASDAQ INC COM Financial Services 1,280.0 $101K 0.04% -120.0 -8.6% $78.81 +22.9%
162 TT TRANE TECHNOLOGIES PLC SHS Industrials 200.0 $98K 0.04% $491.15 -8.8%
163 ACN ACCENTURE LTD BERMUDA CL A Technology 788.0 $98K 0.04% $124.44 +50.1%
164 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 5,000.0 $94K 0.04% $18.86 +15.1%
165 DOW DOW HLDGS INC COM Basic Materials 3,360.0 $92K 0.04% -255.0 -7.0% $27.36 +7.6%
166 PHM PULTE GROUP, INC. Consumer Cyclical 638.0 $88K 0.04% $137.21 -9.3%
167 XLRE SPDR REAL ESTATE 1,953.0 $86K 0.04% -54.0 -2.7% $44.02 -0.2%
168 PPG PPG INDS INC COM Basic Materials 700.0 $85K 0.04% $121.29 -7.2%
169 PLD PROLOGIS INC. COM Real Estate 603.0 $82K 0.04% $135.47 +1.4%
170 CDNS CADENCE DESIGN SYSTEM INC COM Technology 206.0 $77K 0.03% $375.32 -22.0%
171 HSY HERSHEY FOODS CORP COM Consumer Defensive 429.0 $75K 0.03% $175.45 -1.3%
172 NUE NUCOR CORP Basic Materials 325.0 $72K 0.03% $222.75 +17.2%
173 CEG CONSTELLATION ENERGY CORP COM Utilities 266.0 $66K 0.03% $248.36 +20.4%
174 NFLX NETFLIX INC COM Communication Services 920.0 $66K 0.03% $71.40 +9.6%
175 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 730.0 $65K 0.03% -8.0 -1.1% $88.60 -28.1%
176 XLI SPDR INDUSTRIALS 343.0 $64K 0.03% $185.22 -5.4%
177 DLR DIGITAL RLTY TR INC COM Real Estate 351.0 $63K 0.03% $179.58 +4.9%
178 TXN TEXAS INSTRS INC COM Technology 202.0 $60K 0.03% $298.07 -13.3%
179 ED CONSOLIDATED EDISON INC Utilities 502.0 $56K 0.02% $110.63 -3.0%
180 PEG PUBLIC SVC ENTERPRISE GROUP COM Utilities 664.0 $54K 0.02% $81.15 -9.2%
Page 9 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%