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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 5 of 14  ·  275 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTV VANGUARD VALUE ETF 3,117.0 $612K 0.29% -27.0 -0.9% $196.20 +8.0%
82 NVDA NVIDIA CORP COM Technology 3,502.0 $611K 0.29% +27.0 +0.8% $174.40 +21.9%
83 T AT&T INC COM Communication Services 20,749.0 $601K 0.28% -367.0 -1.7% $28.98 -14.1%
84 LOW LOWES COS INC COM Consumer Cyclical 2,391.0 $565K 0.27% $236.28 -8.2%
85 VUG VANGUARD GROWTH ETF 1,223.0 $534K 0.25% -48.0 -3.8% $436.78 -79.8%
86 GE GENERAL ELEC CO COM Industrials 1,775.0 $504K 0.24% -225.0 -11.2% $283.76 +11.8%
87 XYL XYLEM INC Industrials 4,131.0 $494K 0.23% -23.0 -0.6% $119.50 -7.0%
88 V VISA CLASS A Financial Services 1,621.0 $490K 0.23% -43.0 -2.6% $302.22 +8.4%
89 NKE NIKE INC CL B Consumer Cyclical 9,268.0 $489K 0.23% -464.0 -4.8% $52.81 -12.9%
90 AWK AMERICAN WATER WORKS Utilities 3,594.0 $489K 0.23% $136.09 -9.0%
91 ADBE ADOBE INC COM Technology 2,011.0 $489K 0.23% -48.0 -2.3% $243.07 -2.0%
92 CTVA CORTEVA INC COM Basic Materials 5,822.0 $487K 0.23% -63.0 -1.1% $83.71 -4.6%
93 CMCSA COMCAST CORP Communication Services 16,217.0 $465K 0.22% -324.0 -2.0% $28.70 -12.1%
94 GIS GENERAL MLS INC COM Consumer Defensive 12,212.0 $455K 0.21% -113.0 -0.9% $37.22 -9.6%
95 MPC MARATHON PETROLEUM CORP Energy 1,832.0 $447K 0.21% $244.18 +1.2%
96 MCHP MICROCHIP TECHNOLOGY INC COM Technology 6,885.0 $445K 0.21% $64.61 +49.9%
97 EXPD EXPEDITORS INTL WASH INC Industrials 2,910.0 $417K 0.20% $143.23 +12.8%
98 ADP AUTOMATIC DATA PROCESSING INCOM Industrials 2,027.0 $412K 0.20% -150.0 -6.9% $203.18 +7.1%
99 WM WASTE MANAGEMENT INC NEW Industrials 1,761.0 $405K 0.19% -20.0 -1.1% $229.79 -6.2%
100 KMB KIMBERLY CLARK CORP COM Consumer Defensive 4,191.0 $404K 0.19% $96.47 +3.8%
Page 5 of 14  ·  275 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%