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CIK: 0001056943
Total reported value
$231.4M
$231.4M
257 檔
19.7%
As reported in its official Q1 2025 Form 13F filing, Peoples Financial Services CORP.'s tracked investment portfolio stood at $231.4M with 257 total positions.
In Q1 2025, Peoples Financial Services CORP. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.24% | +0.84% | -1.65% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.11% | +0.14% | -8.43% | |
| 3 | PFIS | Peoples Financial Services | Stock-Other | 4.42% | +0.29% | -1.65% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.31% | -5.89% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.11% | +0.13% | -1.87% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.85% | -0.64% | -8.50% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.66% | -0.51% | — | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.50% | -0.15% | -0.09% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.19% | +0.10% | -1.52% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.08% | -0.75% | +0.14% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.01% | -1.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.07% | -1.60% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | -0.08% | -7.66% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.60% | -0.12% | -0.25% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | +0.29% | -4.54% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.41% | +0.01% | -3.04% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.42% | -0.03% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 1.34% | -0.10% | -2.38% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.24% | -0.01% | +231.05% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 1.15% | +0.45% | -2.52% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.11% | +0.09% | +0.82% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.04% | +0.20% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | -0.01% | +0.42% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.03% | — | +0.38% | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.03% | +0.08% | -1.99% | |
| 26 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.01% | -0.07% | -1.11% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.04% | +0.44% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.93% | -0.22% | — | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.91% | -0.15% | -0.48% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.09% | +3.85% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.03% | -9.90% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.88% | +0.17% | -0.95% | |
| 33 | ADI | Analog Devices Inc | Stock-Tech | 0.88% | +0.14% | — | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.85% | -0.08% | -1.53% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.09% | -9.41% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.11% | -0.76% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.77% | -0.06% | +0.50% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.11% | — | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.73% | -0.03% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | -0.02% | — | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.70% | — | +0.33% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.70% | +0.01% | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | — | +0.04% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.69% | -0.05% | — | |
| 45 | PNC | Pnc Financial Services Group | Stock-Financials | 0.67% | -0.01% | — | |
| 46 | AZO | Autozone Inc | Stock-Consumer Disc | 0.66% | -0.08% | — | |
| 47 | ENB | Enbridge Inc | Stock-Energy | 0.65% | -0.07% | -0.13% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.64% | -0.05% | +0.58% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.63% | -0.05% | -4.85% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.11% | -7.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | PFIS | Peoples Financial Services | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 8 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 9 | ABBV | Abbvie Inc | — | NEW | New buy |
| 10 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 11 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 13 | MA | Mastercard Inc - A | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 16 | AXP | American Express Co | — | NEW | New buy |
| 17 | CVX | Chevron CORP | — | NEW | New buy |
| 18 | FAST | Fastenal Co | — | NEW | New buy |
| 19 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 20 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 21 | VB | Vanguard Small-cap ETF | — | NEW | New buy |
| 22 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 23 | HD | Home Depot Inc | — | NEW | New buy |
| 24 | EMR | Emerson Electric Co | — | NEW | New buy |
| 25 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 26 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 27 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 28 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 29 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 30 | ORCL | Oracle CORP | — | NEW | New buy |
| 31 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 32 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 33 | ADI | Analog Devices Inc | — | NEW | New buy |
| 34 | SO | Southern Co/the | — | NEW | New buy |
| 35 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 36 | ABT | Abbott Laboratories | — | NEW | New buy |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 38 | PEP | Pepsico Inc | — | NEW | New buy |
| 39 | AMGN | Amgen Inc | — | NEW | New buy |
| 40 | KO | Coca-cola Co/the | — | NEW | New buy |
| 41 | BA | Boeing Co/the | — | NEW | New buy |
| 42 | DE | Deere & Co | — | NEW | New buy |
| 43 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 44 | BLK | Blackrock Inc | — | NEW | New buy |
| 45 | PNC | Pnc Financial Services Group | — | NEW | New buy |
| 46 | AZO | Autozone Inc | — | NEW | New buy |
| 47 | ENB | Enbridge Inc | — | NEW | New buy |
| 48 | ADBE | Adobe Inc | — | NEW | New buy |
| 49 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 50 | WMT | Walmart Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Peoples Financial Services CORP. reported a total U.S. public equity portfolio value of $231.4M across 257 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, AAPL, PFIS) accounted for 19.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $10.9M
During Q1 2025, Peoples Financial Services CORP.'s top holdings by market value included LLY (5.2%)、AAPL (5.1%)、PFIS (4.4%). The largest single position, LLY, represented 5.2% of total portfolio value.
In Q1 2025, Peoples Financial Services CORP. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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