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Portfolio (Quarterly) Guide ↗

PEOPLES FINANCIAL SERVICES CORP.

· CIK 0001056943
13F Portfolio $211M AUM 409 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 13 Added 90 Reduced 3 Exited
Page 2 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI ANALOG DEVICES INC Technology 7,764.0 $2.5M 1.17% -209.0 -2.6% $318.13 +31.0%
22 QLV FLEXSHARES TR US QT LW VLTY 33,963.0 $2.4M 1.16% -186.0 -0.5% $71.88 +5.5%
23 EMR EMERSON ELEC CO COM Industrials 17,743.0 $2.3M 1.10% -222.0 -1.2% $131.02 +6.6%
24 GS GOLDMAN SACHS GROUP INC Financial Services 2,575.0 $2.2M 1.03% -50.0 -1.9% $845.97 +17.8%
25 VZ VERIZON COMMUNICATIONS COM Communication Services 36,134.0 $1.8M 0.86% -1K -2.8% $50.20 -3.9%
26 ORCL ORACLE CORP COM Technology 12,094.0 $1.8M 0.84% -343.0 -2.8% $147.11 +29.8%
27 ENB ENBRIDGE INC Energy 29,092.0 $1.6M 0.75% -327.0 -1.1% $54.13 +3.7%
28 HD HOME DEPOT INC COM Consumer Cyclical 4,781.0 $1.6M 0.74% -135.0 -2.8% $328.88 -3.4%
29 AMGN AMGEN INC COM Healthcare 4,400.0 $1.5M 0.73% -38.0 -0.9% $351.84 -4.5%
30 PNC PNC FINL SVCS GROUP INC COM Financial Services 7,321.0 $1.5M 0.72% -350.0 -4.6% $208.09 +6.1%
31 CAT CATERPILLAR INC DEL COM Industrials 2,125.0 $1.5M 0.71% -32.0 -1.5% $708.45 +28.4%
32 KO COCA COLA CO COM Consumer Defensive 19,721.0 $1.5M 0.71% -475.0 -2.4% $76.04 +7.3%
33 XLU SPDR UTILITIES 31,905.0 $1.5M 0.69% -735.0 -2.2% $45.88 -1.6%
34 MS MORGAN STANLEY DEAN WITTER DISCOVER & CO Financial Services 7,656.0 $1.3M 0.60% -169.0 -2.2% $164.57 +22.5%
35 AMAT APPLIED MATLS INC COM Technology 3,643.0 $1.2M 0.59% -34.0 -0.9% $341.78 +31.2%
36 META META PLATFORMS INC Communication Services 2,176.0 $1.2M 0.59% -82.0 -3.6% $572.12 +11.0%
37 WMT WAL MART STORES INC COM Consumer Defensive 9,940.0 $1.2M 0.58% -50.0 -0.5% $124.28 -4.6%
38 PEP PEPSICO INC COM Consumer Defensive 7,916.0 $1.2M 0.58% -175.0 -2.2% $155.29 -4.9%
39 DUK DUKE ENERGY HLDG CORP Utilities 9,199.0 $1.2M 0.57% -66.0 -0.7% $130.94 -4.3%
40 ABT ABBOTT LABS COM Healthcare 11,723.0 $1.2M 0.57% -139.0 -1.2% $102.67 -16.5%
Page 2 of 5  ·  90 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 22.4%
Healthcare 16.0%
Financial Services 14.3%
Industrials 9.8%
Consumer Cyclical 9.0%
Communication Services 7.6%
Energy 7.3%
Consumer Defensive 7.0%
Utilities 4.7%
Basic Materials 1.8%