PEOPLES FINANCIAL SERVICES CORP.

CIK: 0001056943Latest portfolio: $214.4M · Q4 2025

Holdings

262

Total Value

$214.4M

New Positions

260

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
LLYLILLY ELI & CO COM
12,204$13.1M6.12%NEW
2
AAPLAPPLE COMPUTER INC COM
44,039$12.0M5.58%NEW
3
MSFTMICROSOFT CORP
19,229$9.3M4.34%NEW
4
AVGOBROADCOM INC NPV
26,439$9.2M4.27%NEW
5
AMZNAMAZON COM INC COM
32,114$7.4M3.46%NEW
6
GOOGALPHABET INC CAP STK CL C
18,560$5.8M2.72%NEW
7
MCDMCDONALDS CORP COM
16,758$5.1M2.39%NEW
8
JPMJ P MORGAN CHASE & CO COM
14,123$4.5M2.12%NEW
9
PFISPEOPLES FINL SVCS CORP
91,791$4.5M2.08%NEW
10
ABBVABBVIE INC
18,781$4.3M2.00%NEW
11
XOMEXXON MOBIL CORP COM
35,644$4.3M2.00%NEW
12
GOOGLALPHABET INC CAP STK CL A
13,547$4.2M1.98%NEW
13
PGPROCTER & GAMBLE CO COM
28,924$4.1M1.93%NEW
14
JNJJOHNSON & JOHNSON COM
19,450$4.0M1.88%NEW
15
AXPAMERICAN EXPRESS CO COM
9,574$3.5M1.65%NEW
16
MAMASTERCARD INCORPORATED
6,068$3.5M1.62%NEW
17
BRK/BBERKSHIRE HATHAWAY B NEW
6,062$3.0M1.42%NEW
18
EFAISHARES TR MSCI EAFE INDEX
30,238$2.9M1.35%NEW
19
FASTFASTENAL CO COM
66,915$2.7M1.25%NEW
20
CSCOCISCO SYS INC COM
33,138$2.6M1.19%NEW
21
VOVANGUARD MID CAP ETF
8,584$2.5M1.16%NEW
22
CVXCHEVRONTEXACO CORP COM
16,214$2.5M1.15%NEW
23
QLVFLEXSHARES TR US QT LW VLTY
34,149$2.5M1.15%NEW
24
ORCLORACLE CORP COM
12,437$2.4M1.13%NEW
25
EMREMERSON ELEC CO COM
17,965$2.4M1.11%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($4.550446935413463e+193T)
Industrials0.0% ($2.684238313901241e+75T)
Technology0.0% ($1.1971929891502552e+64T)
Healthcare0.0% ($1.3114429040252355e+62T)
Consumer Cyclical0.0% ($7.411512116901231e+39T)
Unknown0.0% ($3.0461389735469313e+37T)
Consumer Defensive0.0% ($4.144141111601113e+36T)
Energy0.0% ($4.288247014065253e+31T)
Utilities0.0% ($1.7771569108595275e+26T)
Communication Services0.0% ($5.823423914905244e+21T)
Basic Materials0.0% ($14383933682761375744.0T)
Real Estate0.0% ($7.7M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 26, 2026$214.4M397
Q3 2025Oct 28, 2025$221.4B0
Q2 2025Jul 17, 2025$202.3B394
Q1 2025Apr 30, 2025$208.2B396

Fund Information

CIK0001056943
Most Recent FilingJan 26, 2026
Number of Filings4

PEOPLES FINANCIAL SERVICES CORP. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $214.4M across 262 holdings. The largest position is LILLY ELI & CO COM (LLY), representing 6.1% of the portfolio. Compared to the previous quarter, the fund opened 262 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.