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CIK: 0001056943
Total reported value
$231.4M
$231.4M
257 檔
20.8%
During the Q2 2025 filing period, Peoples Financial Services CORP. (CIK: 0001056943) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $231.4M across 257 reported positions.
In Q2 2025, Peoples Financial Services CORP. adopted a defensive or profit-taking posture, trimming 45 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.06% | -0.31% | -6.74% | |
| 2 | PFIS | Peoples Financial Services | Stock-Other | 4.99% | +0.29% | -1.05% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.86% | +0.84% | -4.46% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.58% | +0.14% | -5.77% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.35% | -0.64% | -9.85% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.49% | +0.13% | -5.54% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.47% | -0.51% | -3.55% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.30% | -0.15% | -4.22% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.10% | +0.01% | -10.42% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 1.92% | -0.75% | -1.02% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.83% | +0.10% | -8.62% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.29% | -6.91% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.69% | -0.08% | -5.25% | |
| 14 | AXP | American Express Co | Stock-Financials | 1.56% | +0.01% | -9.62% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.48% | -0.12% | -2.03% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.47% | -0.07% | -8.81% | |
| 17 | FAST | Fastenal Co | Stock-Industrials | 1.45% | -0.10% | +94.96% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.40% | -0.09% | -4.03% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.38% | -0.01% | -0.85% | |
| 20 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | — | -4.70% | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.23% | +0.45% | -7.08% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.04% | -8.87% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.17% | -0.42% | -1.06% | |
| 24 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.12% | -0.06% | — | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.03% | +0.08% | -25.24% | |
| 26 | ADI | Analog Devices Inc | Stock-Tech | 0.94% | +0.14% | -11.85% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | +0.09% | -24.81% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.90% | -0.15% | -2.25% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.04% | +0.54% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.01% | -18.63% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.09% | -21.14% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.84% | -0.22% | -7.09% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.84% | -0.11% | -4.51% | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.83% | -0.07% | -16.37% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.82% | -0.08% | -5.97% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.74% | -0.01% | -0.08% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.73% | +0.17% | -22.82% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | -0.02% | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.67% | -0.06% | -17.75% | |
| 40 | ENB | Enbridge Inc | Stock-Energy | 0.67% | -0.07% | -2.56% | |
| 41 | AZO | Autozone Inc | Stock-Consumer Disc | 0.67% | -0.08% | — | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.65% | — | -27.47% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.63% | -0.05% | -19.71% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.62% | +0.01% | -20.92% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.61% | +0.09% | -14.81% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.02% | -0.37% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.59% | -0.11% | -11.74% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | +0.03% | +4.22% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.03% | -15.90% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | — | -10.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -9.85% | Trim |
| 2 | QLV | Flexshares US Quality Low Vo | +1.1% | NEW | New buy |
| 3 | MSFT | Microsoft CORP | +1.1% | -6.74% | Trim |
| 4 | PFIS | Peoples Financial Services | +0.6% | -1.05% | Trim |
| 5 | ORCL | Oracle CORP | +0.5% | -4.03% | Trim |
| 6 | AMZN | Amazon.com Inc | +0.4% | -5.54% | Trim |
| 7 | EMR | Emerson Electric Co | +0.2% | -4.70% | Trim |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -10.42% | Trim |
| 9 | AXP | American Express Co | +0.2% | -9.62% | Trim |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.85% | Trim |
| 11 | NVDA | Nvidia CORP | +0.1% | +94.44% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -6.91% | Trim |
| 13 | FAST | Fastenal Co | +0.1% | +94.96% | Add |
| 14 | IBM | Intl Business Machines CORP | +0.1% | -0.37% | Trim |
| 15 | BA | Boeing Co/the | -0.1% | -27.47% | Trim |
| 16 | BLK | Blackrock Inc | -0.1% | -19.71% | Trim |
| 17 | DE | Deere & Co | -0.1% | -20.92% | Trim |
| 18 | V | Visa Inc-class A Shares | -0.1% | -23.78% | Trim |
| 19 | ECL | Ecolab Inc | -0.1% | -35.47% | Trim |
| 20 | WM | Waste Management Inc | -0.1% | -25.78% | Trim |
| 21 | DHR | Danaher CORP | -0.1% | -35.06% | Trim |
| 22 | MRK | Merck & Co. Inc. | -0.1% | +0.54% | Add |
| 23 | VZ | Verizon Communications Inc | -0.1% | -7.09% | Trim |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | -17.75% | Trim |
| 25 | COST | Costco Wholesale CORP | -0.1% | -28.73% | Trim |
| 26 | ADBE | Adobe Inc | -0.1% | -19.94% | Trim |
| 27 | JNJ | Johnson & Johnson | -0.1% | -2.03% | Trim |
| 28 | BMY | Bristol-myers Squibb Co | -0.1% | — | Unchanged |
| 29 | QCOM | Qualcomm Inc | -0.2% | -22.82% | Trim |
| 30 | PEP | Pepsico Inc | -0.2% | -11.74% | Trim |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.2% | -48.71% | Trim |
| 32 | XOM | Exxon Mobil CORP | -0.2% | -1.02% | Trim |
| 33 | XLE | Ss Energy Select Sector | -0.2% | -30.64% | Trim |
| 34 | HD | Home Depot Inc | -0.2% | -18.63% | Trim |
| 35 | AMGN | Amgen Inc | -0.2% | -15.90% | Trim |
| 36 | CVX | Chevron CORP | -0.2% | -1.06% | Trim |
| 37 | APD | Air Products & Chemicals Inc | -0.2% | -16.37% | Trim |
| 38 | MCD | Mcdonald's CORP | -0.2% | -3.55% | Trim |
| 39 | VB | Vanguard Small-cap ETF | -0.2% | -24.81% | Trim |
| 40 | WMT | Walmart Inc | -0.2% | -38.99% | Trim |
| 41 | PG | Procter & Gamble Co/the | -0.2% | -4.22% | Trim |
| 42 | XLC | Ss Comm Select Sector Spdr | -0.2% | -43.21% | Trim |
| 43 | XLK | Ss Technology Select Sector | -0.2% | -65.46% | Trim |
| 44 | VXUS | Vanguard Total Intl Stock | -0.2% | -43.06% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -8.81% | Trim |
| 46 | ABBV | Abbvie Inc | -0.4% | -8.62% | Trim |
| 47 | LLY | Eli Lilly & Co | -0.4% | -4.46% | Trim |
| 48 | AAPL | Apple Inc | -0.5% | -5.77% | Trim |
| 49 | VXF | Vanguard Extended Market ETF | -0.5% | -88.24% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -0.7% | -75.13% | Trim |
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 Q2 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 MSFT, PFIS, LLY) accounted for 20.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
QLV
市值: $2.3M
Top Position Liquidated / Trimmed
LLY
前期市值: $10.9M
During Q2 2025, Peoples Financial Services CORP.'s top holdings by market value included MSFT (5.1%)、PFIS (5.0%)、LLY (4.9%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q2 2025, Peoples Financial Services CORP. made 49 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 45 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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