PEOPLES FINANCIAL SERVICES CORP.
Sector Allocation
- Technology27.8%$63.0M
- Healthcare14.8%$33.7M
- Financials13.9%$31.7M
- Other11.5%$26.1M
- Industrials7.7%$17.5M
- Consumer Discretionary6.8%$15.6M
- Energy5.8%$13.2M
- Consumer Staples5.5%$12.5M
- Utilities3.3%$7.4M
- Communication Services1.4%$3.3M
AUM History
13fpro.ai/research/fund/peoples-financial-services-corp-1056943
Conviction and streaks
Concentrating · top 10 = 34.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$14.1MLLY
$12.9MMSFT
$9.3MAMZN
$7.8MAVGO
$6.3MGOOG
$6.2MPFIS
$6.0MXOM.R34088
$5.6MJNJ
$5.0MABBV
$4.8MJPM
$4.5MPG
$4.0MGOOGL
$3.9MMCD
$3.8MCSCO
$3.4M- ISHARES$3.3M
CVX
$3.3MMA
$3.3MMRK
$3.2MMU
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peoples-financial-services-corp-1056943
PEOPLES FINANCIAL SERVICES CORP. 13F holdings — Q3 2026
$227.0M portfolio (-1.9% QoQ) · 276 holdings · Q3 2026 13F · top 10 are 34% of the stock portfolio
$14.1M
6.2% of stocks
-1%This quarter+1.3%Since filed11+ qtrsHeld$12.9M
5.7% of stocks
-0.9%This quarter-0.3%Since filed11+ qtrsHeld$9.3M
4.1% of stocks
-3%This quarter+0.1%Since filed11+ qtrsHeld$7.8M
3.5% of stocks
-0.9%This quarter-5.2%Since filed11+ qtrsHeld$6.3M
2.8% of stocks
-2%This quarter-1.6%Since filed11+ qtrsHeld$6.2M
2.7% of stocks
-0.3%This quarter-6.6%Since filed11+ qtrsHeld$6.0M
2.6% of stocks
-2%This quarter+3.2%Since filed11+ qtrsHeld$5.6M
2.5% of stocks
+2%This quarter—Since filed11+ qtrsHeld$5.0M
2.2% of stocks
-1%This quarter+2.7%Since filed11+ qtrsHeld$4.8M
2.1% of stocks
-1%This quarter-0.8%Since filed11+ qtrsHeld
All holdings — PEOPLES FINANCIAL SERVICES CORP. (Q3 2026)
276 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JPMORGAN CHASE & CO | Financials | $4.5M | 2.0% | 13K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | PROCTER & GAMBLE Co | Consumer Staples | $4.0M | 1.8% | 28K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Alphabet Inc. | Technology | $3.9M | 1.7% | 11K | -5% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | MCDONALDS CORP | Consumer Discretionary | $3.8M | 1.7% | 17K | -0.8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CISCO SYSTEMS, INC. | Technology | $3.4M | 1.5% | 32K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | ISHARES TR MSCI EAFE INDEX - MUTUAL FUNDS-ETF EQUITIESetf/fund | — | $3.3M | 1.4% | 32K | -0.9% | — | — | 13F |
| 17 | CHEVRON CORP | Energy | $3.3M | 1.4% | 16K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Mastercard Inc | Financials | $3.3M | 1.4% | 5,904 | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Merck & Co., Inc. | Healthcare | $3.2M | 1.4% | 22K | -0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | MICRON TECHNOLOGY INC | Technology | $3.2M | 1.4% | 3,000 | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | FASTENAL CO | Industrials | $3.1M | 1.4% | 63K | -4% | 11+ qtrsTrimmed 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ANALOG DEVICES INC | Technology | $3.0M | 1.3% | 7,544 | -1% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 1.3% | 5,862 | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | EMERSON ELECTRIC CO | Industrials | $2.7M | 1.2% | 18K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMERICAN EXPRESS CO | Financials | $2.7M | 1.2% | 8,925 | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD MID CAP ETF - MUTUAL FUNDS-ETF EQUITIES | — | $2.7M | 1.2% | 34K | -1% | |||
| 27 | — | VANGUARD SMALL CAP ETF - MUTUAL FUNDS-ETF EQUITIES | — | $2.6M | 1.1% | 9,087 | -2% | |||
| 28 | — | FLEXSHARES TR NRTHRN TR US QLT - MUTUAL FUNDS-ETF EQUITIES | — | $2.6M | 1.1% | 33K | -3% | |||
| 29 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.2M | 1.0% | 2,458 | -3% | |||
| 30 | $MRVL | Marvell Technology, Inc. | Technology | $2.1M | 0.9% | 8,040 | -40% | |||
| 31 | — | VANGUARD FTSE DEVELOPED MARKET ETF - MUTUAL FUNDS-ETF EQUITIES | — | $2.1M | 0.9% | 30K | — | |||
| 32 | $AMGN | AMGEN INC | Healthcare | $1.9M | 0.8% | 4,453 | — | |||
| 33 | $QCOM | QUALCOMM INC/DE | Technology | $1.7M | 0.8% | 9,297 | -3% | |||
| 34 | $KO | COCA COLA CO | Consumer Staples | $1.7M | 0.7% | 19K | -1% | |||
| 35 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.7% | 35K | +0.7% | |||
| 36 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.6M | 0.7% | 26K | -0.7% | |||
| 37 | $NEE | NEXTERA ENERGY INC | Utilities | $1.6M | 0.7% | 21K | -2% | |||
| 38 | $DE | DEERE & CO | Industrials | $1.6M | 0.7% | 2,387 | -3% | |||
| 39 | $APD | Air Products & Chemicals, Inc. | Materials | $1.6M | 0.7% | 5,694 | -2% | |||
| 40 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.7% | 1,908 | -5% | |||
| 41 | $SO | SOUTHERN CO | Utilities | $1.5M | 0.7% | 18K | -1% | |||
| 42 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.6% | 2,008 | -2% | |||
| 43 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.5M | 0.6% | 6,538 | -1% | |||
| 44 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.6% | 2,774 | -20% | |||
| 45 | $MS | MORGAN STANLEY | Financials | $1.4M | 0.6% | 7,503 | -2% | |||
| 46 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.3M | 0.6% | 4,743 | -1% | |||
| 47 | $ENB | ENBRIDGE INC | Energy | $1.3M | 0.6% | 29K | -0.8% | |||
| 48 | $RTX | RTX Corp | Industrials | $1.3M | 0.6% | 6,745 | — | |||
| 49 | — | SPDR UTILITIES - MUTUAL FUNDS-ETF EQUITIES | — | $1.2M | 0.5% | 31K | -2% | |||
| 50 | $BA | BOEING CO | Industrials | $1.2M | 0.5% | 6,450 | -0.5% | |||
| 51 | $BLK | BlackRock, Inc. | Financials | $1.2M | 0.5% | 1,122 | -2% | |||
| 52 | — | VANGUARD 500 INDEX FUND - MUTUAL FUNDS-ETF EQUITIES | — | $1.2M | 0.5% | 1,672 | -2% | |||
| 53 | — | VANGUARD EMERGING MARKETS ETF - MUTUAL FUNDS-ETF EQUITIES | — | $1.2M | 0.5% | 19K | +3% | |||
| 54 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.1M | 0.5% | 11K | -2% | |||
| 55 | — | VANGUARD TOTAL INTL STOCK VG TL INTL STK F - MUTUAL FUNDS-ETF EQUITIES | — | $1.1M | 0.5% | 12K | -6% | |||
| 56 | $PSX | Phillips 66 | Energy | $1.0M | 0.5% | 4,075 | — | |||
| 57 | $DUK | Duke Energy CORP | Utilities | $1.0M | 0.5% | 9,064 | -1% | |||
| 58 | $AZO | AUTOZONE INC | Consumer Discretionary | $1.0M | 0.5% | 363 | — | |||
| 59 | $PFE | PFIZER INC | Healthcare | $1.0M | 0.5% | 36K | -2% | |||
| 60 | — | VANGUARD REAL ESTATE - COMMON STOCK | — | $1.0M | 0.4% | 11K | -2% | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $1000K | 0.4% | 7,888 | -1% | |||
| 62 | $WMT | Walmart Inc. | Consumer Staples | $999K | 0.4% | 9,612 | -2% | |||
| 63 | $FNB | FNB CORP/PA/ | Financials | $997K | 0.4% | 58K | — | |||
| 64 | $D | DOMINION ENERGY, INC | Utilities | $919K | 0.4% | 15K | -1% | |||
| 65 | $ORCL | ORACLE CORP | Technology | $910K | 0.4% | 6,628 | -44% | |||
| 66 | — | ISHARES S&P 500 INDEX - MUTUAL FUNDS-ETF EQUITIES | — | $898K | 0.4% | 1,173 | — | |||
| 67 | $ASML | ASML HOLDING NV | Technology | $897K | 0.4% | 495 | -4% | |||
| 68 | $PM | Philip Morris International Inc. | Consumer Staples | $852K | 0.4% | 4,464 | — | |||
| 69 | $LMT | LOCKHEED MARTIN CORP | Industrials | $851K | 0.4% | 1,672 | -2% | |||
| 70 | — | SPDR ENERGY - MUTUAL FUNDS-ETF EQUITIES | — | $849K | 0.4% | 14K | -3% | |||
| 71 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $832K | 0.4% | 14K | -1.0% | |||
| 72 | $UNP | UNION PACIFIC CORP | Industrials | $832K | 0.4% | 3,056 | — | |||
| 73 | — | SPDR MATERIALS - MUTUAL FUNDS-ETF EQUITIES | — | $821K | 0.4% | 17K | -2% | |||
| 74 | — | SPDR COMMUNICATION - MUTUAL FUNDS-ETF EQUITIES | — | $811K | 0.4% | 7,308 | -3% | |||
| 75 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $808K | 0.4% | 10K | -2% | |||
| 76 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $765K | 0.3% | 3,477 | -2% | |||
| 77 | $NBTB | NBT BANCORP INC | Financials | $752K | 0.3% | 15K | — | |||
| 78 | $MPC | Marathon Petroleum Corp | Energy | $724K | 0.3% | 1,832 | — | |||
| 79 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $712K | 0.3% | 2,305 | -2% | |||
| 80 | $NVDA | NVIDIA CORP | Technology | $694K | 0.3% | 3,037 | -5% | |||
| 81 | $PPL | PPL Corp | Utilities | $686K | 0.3% | 21K | -1% | |||
| 82 | — | VANGUARD VALUE ETF - MUTUAL FUNDS-ETF EQUITIES | — | $674K | 0.3% | 3,117 | — | |||
| 83 | — | VANGUARD GROWTH ETF - MUTUAL FUNDS-ETF EQUITIES | — | $656K | 0.3% | 7,282 | -0.8% | |||
| 84 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $578K | 0.3% | 635 | -3% | |||
| 85 | $V | VISA INC. | Financials | $553K | 0.2% | 1,539 | -4% | |||
| 86 | $INTC | INTEL CORP | Technology | $553K | 0.2% | 4,598 | -1% | |||
| 87 | $GE | GENERAL ELECTRIC CO | Industrials | $542K | 0.2% | 1,735 | -0.2% | |||
| 88 | $T | AT&T INC. | Communication Services | $535K | 0.2% | 22K | +6% | |||
| 89 | $PANW | Palo Alto Networks Inc | Technology | $532K | 0.2% | 1,339 | -9% | |||
| 90 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $519K | 0.2% | 2,810 | — | |||
| 91 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $510K | 0.2% | 1,977 | -2% | |||
| 92 | $TGT | TARGET CORP | Consumer Staples | $489K | 0.2% | 3,123 | -1% | |||
| 93 | $ADBE | ADOBE INC. | Technology | $479K | 0.2% | 1,995 | -2% | |||
| 94 | $AWK | American Water Works Company, Inc. | Utilities | $456K | 0.2% | 3,523 | -1% | |||
| 95 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $448K | 0.2% | 5,767 | -13% | |||
| 96 | $XYL | Xylem Inc. | Industrials | $411K | 0.2% | 4,063 | -1% | |||
| 97 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $404K | 0.2% | 2,194 | -5% | |||
| 98 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $401K | 0.2% | 4,705 | — | |||
| 99 | $KMB | KIMBERLY CLARK CORP | Materials | $397K | 0.2% | 4,075 | -0.6% | |||
| 100 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $390K | 0.2% | 4,155 | -0.6% | |||
| 101 | $CTVA | Corteva, Inc. | Consumer Staples | $381K | 0.2% | 4,910 | -11% | |||
| 102 | $ECL | ECOLAB INC. | Materials | $379K | 0.2% | 1,380 | -1% | |||
| 103 | — | SPDR TECHNOLOGY - MUTUAL FUNDS-ETF EQUITIES | — | $374K | 0.2% | 1,911 | -11% | |||
| 104 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $373K | 0.2% | 5,536 | -0.9% | |||
| 105 | $Q | Qnity Electronics, Inc. | Technology | $368K | 0.2% | 2,927 | -0.4% | |||
| 106 | $DHR | DANAHER CORP /DE/ | Healthcare | $363K | 0.2% | 1,639 | -4% | |||
| 107 | $GIS | GENERAL MILLS INC | Consumer Staples | $361K | 0.2% | 11K | -5% | |||
| 108 | $CCZ | COMCAST CORP | Communication Services | $357K | 0.2% | 16K | -2% | |||
| 109 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $356K | 0.2% | 3,807 | -1% | |||
| 110 | $MMM | 3M CO | Healthcare | $353K | 0.2% | 2,153 | -3% | |||
| 111 | $IVZ | Invesco Ltd. | Financials | $350K | 0.1% | 1,683 | -0.3% | |||
| 112 | $WM | WASTE MANAGEMENT INC | Utilities | $349K | 0.1% | 1,711 | -5% | |||
| 113 | $VOD | VODAFONE GROUP PUBLIC LTD CO | Communication Services | $342K | 0.1% | 21K | -2% | |||
| 114 | $GEV | GE Vernova Inc. | Industrials | $340K | 0.1% | 358 | -0.3% | |||
| 115 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $336K | 0.1% | 1,594 | New | |||
| 116 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $330K | 0.1% | 2,785 | — | |||
| 117 | $USB | US BANCORP \DE\ | Financials | $319K | 0.1% | 5,522 | -2% | |||
| 118 | $CARR | CARRIER GLOBAL Corp | Industrials | $307K | 0.1% | 5,590 | — | |||
| 119 | $CBU | COMMUNITY FINANCIAL SYSTEM, INC. | Financials | $304K | 0.1% | 5,100 | — | |||
| 120 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $295K | 0.1% | 600 | -4% | |||
| 121 | $SHEL | Shell plc | Energy | $290K | 0.1% | 3,050 | — | |||
| 122 | $NKE | NIKE, Inc. | Consumer Discretionary | $290K | 0.1% | 8,185 | -11% | |||
| 123 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $289K | 0.1% | 428 | -6% | |||
| 124 | $MDT | Medtronic plc | Healthcare | $276K | 0.1% | 3,203 | -3% | |||
| 125 | $DIS | Walt Disney Co | Communication Services | $272K | 0.1% | 2,591 | -0.6% | |||
| 126 | $ONTO | ONTO INNOVATION INC. | Technology | $259K | 0.1% | 840 | -42% | |||
| 127 | $DD | DuPont de Nemours, Inc. | Materials | $250K | 0.1% | 1,927 | -12% | |||
| 128 | $STT | STATE STREET CORP | Financials | $249K | 0.1% | 1,424 | — | |||
| 129 | $HONA | Honeywell Aerospace Inc. | Industrials | $247K | 0.1% | 1,594 | New | |||
| 130 | $XEL | XCEL ENERGY INC | Utilities | $240K | 0.1% | 3,400 | — | |||
| 131 | $NVS | NOVARTIS AG | Healthcare | $234K | 0.1% | 1,638 | -4% | |||
| 132 | $COP | CONOCOPHILLIPS | Energy | $222K | 0.1% | 1,774 | -3% | |||
| 133 | $BP | BP PLC | Energy | $219K | 0.1% | 4,975 | -0.7% | |||
| 134 | — | SPDR HEALTH CARE - MUTUAL FUNDS-ETF EQUITIES | — | $218K | 0.1% | 1,292 | -1% | |||
| 135 | — | SPDR FINANCIALS - MUTUAL FUNDS-ETF EQUITIES | — | $215K | 0.1% | 4,020 | -11% | |||
| 136 | $C | CITIGROUP INC | Financials | $200K | 0.1% | 1,541 | -1% | |||
| 137 | — | VANGUARD INFORMATION TECH ETF - MUTUAL FUNDS-ETF EQUITIES | — | $199K | 0.1% | 1,584 | — | |||
| 138 | — | SPDR DISCRETIONARY - MUTUAL FUNDS-ETF EQUITIES | — | $198K | 0.1% | 1,815 | -7% | |||
| 139 | $GLD | SPDR GOLD TRUST | Financials | $190K | 0.1% | 500 | — | |||
| 140 | $MCK | MCKESSON CORP | Consumer Staples | $190K | 0.1% | 222 | — | |||
| 141 | $BNY | Bank of New York Mellon Corp | Financials | $185K | 0.1% | 1,277 | -3% | |||
| 142 | $ETN | Eaton Corp plc | Industrials | $176K | 0.1% | 410 | — | |||
| 143 | — | SCHWAB STRATEGIC TR US BRD MKT ETF - MUTUAL FUNDS-ETF EQUITIES | — | $176K | 0.1% | 6,000 | — | |||
| 144 | $SLB | SLB LIMITED/NV | Energy | $167K | 0.1% | 3,428 | -3% | |||
| 145 | — | ISHARES RUSSELL 1000 GROWTH - MUTUAL FUNDS-ETF EQUITIES | — | $163K | 0.1% | 1,300 | — | |||
| 146 | $EXC | EXELON CORP | Utilities | $155K | 0.1% | 3,849 | -8% | |||
| 147 | $KHC | Kraft Heinz Co | Consumer Staples | $154K | 0.1% | 6,777 | -5% | |||
| 148 | $NVO | NOVO NORDISK A S | Healthcare | $150K | 0.1% | 3,967 | -11% | |||
| 149 | $GD | GENERAL DYNAMICS CORP | Industrials | $146K | 0.1% | 440 | — | |||
| 150 | $ACN | Accenture plc | Technology | $144K | 0.1% | 783 | -0.6% |
What changed in Q3 2026
Against the previous quarter's 13F: 8 new, 12 added to, 136 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
$HONHONEYWELL INTERNATIONAL INC$336K
first bought this quarter
$HONAHoneywell Aerospace Inc.$247K
first bought this quarter
$MKCMCCORMICK & CO INC$93K
first bought this quarter
$MASMASCO CORP /DE/$19K
first bought this quarter
$QXOQXO, Inc.$7K
first bought this quarter
$POSTPost Holdings, Inc.$2K
first bought this quarter
+2 more in the Excel export
Added to (12)
now $5.6M · held 11+ qtrs
$TAT&T INC.+6%
now $535K · held 11+ qtrs
- VANGUARD EMERGING MARKETS ETF - MUTUAL FUNDS-ETF EQUITIES+3%
now $1.2M
- NORTHERN LTS FD TR IV INSPIRE 500 ETF - MUTUAL FUNDS-ETF EQUITIES+47%
now $53K
$WBDWarner Bros. Discovery, Inc.+55%
now $41K
- NORTHERN LTS FD TR IV INSPIRE 100 ETF - MUTUAL FUNDS-ETF EQUITIES+47%
now $41K
+6 more in the Excel export
Trimmed (136)
$MRVLMarvell Technology, Inc.-40%
now $2.1M · held 2 qtrs
$ORCLORACLE CORP-44%
now $910K · held 11+ qtrs, 3 trims in a row
$AMATAPPLIED MATERIALS INC /DE-20%
now $1.4M · held 11+ qtrs, 2 trims in a row
now $9.3M · held 11+ qtrs, 8 trims in a row
now $3.9M · held 11+ qtrs, 4 trims in a row
$ONTOONTO INNOVATION INC.-42%
now $259K · held 7 qtrs, 2 trims in a row
+130 more in the Excel export
Sold out (2)
- ISHARES S&P 100 - MUTUAL FUNDS-ETF EQUITIESwas $18K
- ISHARES MSCI PAC JP ETF - MUTUAL FUNDS-ETF EQUITIESwas $3K
Holdings by quarter
Every 13F PEOPLES FINANCIAL SERVICES CORP. has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow PEOPLES FINANCIAL SERVICES?
Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PEOPLES FINANCIAL SERVICES's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 6% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PEOPLES FINANCIAL SERVICES CORP. disclosed 276 positions worth $227.0M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.2% of the equity portfolio, followed by $LLY and $MSFT. During the quarter the fund opened 8 new positions and exited 2 — including a new stake in $HON. The portfolio is most concentrated in Technology (27.8% of disclosed assets). All figures are sourced directly from PEOPLES FINANCIAL SERVICES CORP.’s Form 13F-HR filing with the SEC under CIK 1056943.
Funds like this
managers whose biggest positions overlap PEOPLES FINANCIAL SERVICES'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: PEOPLES FINANCIAL SERVICES CORP.
13F Pro is an AI hedge fund tracker and stock research platform. For PEOPLES FINANCIAL SERVICES CORP. (SEC CIK: 1056943), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PEOPLES FINANCIAL SERVICES CORP.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.