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Latest PEOPLES FINANCIAL SERVICES CORP. Stock Portfolio

$231Million | No. of Holdings #270

PEOPLES FINANCIAL SERVICES CORP. Performance

2026 Q2+7.12%
YTD+6.17%
2025+14.68%

About PEOPLES FINANCIAL SERVICES CORP. and 13F Hedge Fund Stock Holdings

On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, PEOPLES FINANCIAL SERVICES CORP. reported an equity portfolio of $231.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PEOPLES FINANCIAL SERVICES CORP. are LLY, AAPL, AMZN. The fund has invested 5.8% of it's portfolio in LILLY ELI & CO COM and 5.3% of portfolio in APPLE COMPUTER INC COM. <br><br> The fund managers got completely rid off HONEYWELL INTL INC COM (HON), DUPONT DE NEMOURS INC COM (DD) and T ROWE PRICE ETF INC US EQUITY RESEAR (TAGG) stocks. They significantly reduced their stock positions in ISHARES RUSSELL 1000 VALUE (IJR), WABTEC CORP COM (WAB) and LYONDELLBASELL INDUSTRIES N.V. CL A (LYB). PEOPLES FINANCIAL SERVICES CORP. opened new stock positions in MARVELL TECHNOLOGY INC COM (MRVL), DUPONT DE NEMOURS INC COMMON STOCK (DD) and CORNING INC COM (GLW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECH ETF (VAW), VANGUARD GROWTH ETF (VB) and ISHARES RUSSELL 1000 GROWTH (IJR).
PEOPLES FINANCIAL SERVICES CORP. Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$231Million
  as of Jul 22, 2026

PEOPLES FINANCIAL SERVICES CORP. Annual Return Estimates Vs S&P 500

Our best estimate is that PEOPLES FINANCIAL SERVICES CORP. made a return of 7.12% in the last quarter. In trailing 12 months, it's portfolio return was 17.59%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc com4,021,380
dupont de nemours inc common stock298,390
corning inc com25,543
fedex fght hldg co inc common stock7,550
New stocks bought by PEOPLES FINANCIAL SERVICES CORP.

Additions

Ticker% Inc.
vanguard information tech etf700
vanguard growth etf500
vanguard mid cap etf303
ishares russell 1000 growth156
timothy plan us lrgmd cp core98.5
timothy plan intl etf95.87
northern lts fd tr iv inspire intl etf94.72
northern lts fd tr iv inspire 100 etf92.88
Additions to existing portfolio by PEOPLES FINANCIAL SERVICES CORP.

Reductions

Ticker% Reduced
ishares russell 1000 value-71.63
wabtec corp com-62.5
lyondellbasell industries n.v. cl a-60.13
paychex inc com-47.47
versant media group inc com cl a-41.86
weyerhaeuser co com-32.86
viatris inc com-31.31
micron technology inc-29.18
PEOPLES FINANCIAL SERVICES CORP. reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc com-735,722
dupont de nemours inc com-312,640
t rowe price etf inc us equity resear-70,552
ishares tr msci usa qlt fct-57,543
ishares inc core msci emkt-15,345
mannkind corporation-531
lululemon athletica-30,620
ishares russell 2000 val etf-25,784
PEOPLES FINANCIAL SERVICES CORP. got rid off the above stocks

Sector Distribution

PEOPLES FINANCIAL SERVICES CORP. has about 22.1% of it's holdings in Technology sector.

  • Technology
  • Others
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology22.1
Others15.4
Healthcare13.9
Financial Services12.1
Industrials8.1
Consumer Cyclical7.2
Communication Services6.1
Consumer Defensive5.5
Energy4.6
Utilities3.5
Basic Materials1.4

Market Cap. Distribution

PEOPLES FINANCIAL SERVICES CORP. has about 81.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
MEGA-CAP56.6
LARGE-CAP24.5
UNALLOCATED15.4
SMALL-CAP2.6

Stocks belong to which Index?

About 81.9% of the stocks held by PEOPLES FINANCIAL SERVICES CORP. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50078.5
Others18.1
RUSSELL 20003.4
Top 5 Winners (%)%
INTC
intel corp com
216.4 %
MU
micron technology inc
206.4 %
AMAT
applied matls inc com
109.0 %
PANW
palo alto networks inc com
104.1 %
ONTO
onto innovation inc com
80.7 %
Top 5 Winners ($)$
LLY
lilly eli & co com
3.2 M
MU
micron technology inc
3.0 M
AAPL
apple computer inc com
1.5 M
AVGO
broadcom inc npv
1.5 M
AMAT
applied matls inc com
1.4 M
Top 5 Losers (%)%
VAW
vanguard information tech etf
-73.1 %
VB
vanguard growth etf
-70.4 %
IJR
ishares russell 1000 growth
-62.8 %
VB
vanguard mid cap etf
-61.5 %
ZTS
zoetis inc cl a
-39.2 %
Top 5 Losers ($)$
VB
vanguard mid cap etf
-4.5 M
VB
vanguard growth etf
-1.5 M
XOM
exxon mobil corp com
-1.1 M
MCD
mcdonalds corp com
-0.7 M
CVX
chevron corporation com
-0.7 M

PEOPLES FINANCIAL SERVICES CORP. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PEOPLES FINANCIAL SERVICES CORP.

PEOPLES FINANCIAL SERVICES CORP. has 270 stocks in it's portfolio. About 31.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for PEOPLES FINANCIAL SERVICES CORP. last quarter.

$231.45MTotal Value
279Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of PEOPLES FINANCIAL SERVICES CORP., last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Msci Pac Jp Etf

Ishares Msci Pac Jp Etf

ACWV
PEOPLES FINANCIAL SERVICES CORP.'s holding in Ishares Msci Pac Jp Etf over time
0%50.00
$2.7K
0%
unchanged 0 percentunchanged
AFK
Vaneck Vectors Etf Tr Gold Miners Etf

Vaneck Vectors Etf Tr Gold Miners Etf

AFK
PEOPLES FINANCIAL SERVICES CORP.'s holding in Vaneck Vectors Etf Tr Gold Miners Etf over time
0.05%1,400
$105.6K
0.05%
unchanged 0 percentunchanged
AGGP
Indexiq Etf Tr Hedge Mlti Etf

Indexiq Etf Tr Hedge Mlti Etf

AGGP
PEOPLES FINANCIAL SERVICES CORP.'s holding in Indexiq Etf Tr Hedge Mlti Etf over time
0.05%3,182
$116.4K
0.05%
unchanged 0 percentunchanged
ALC
Alcon Inc Ord Shs

Alcon Inc Ord Shs

ALC
PEOPLES FINANCIAL SERVICES CORP.'s holding in Alcon Inc Ord Shs over time
0%181
$12.1K
0%
unchanged 0 percentunchanged