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CIK: 0001056943
Total reported value
$231.4M
$231.4M
261 檔
21.8%
According to the latest 13F quarterly dataset, Peoples Financial Services CORP. managed an equity portfolio of $231.4M at the end of Q3 2025, spanning 261 distinct U.S. exchange-listed positions.
In Q3 2025, Peoples Financial Services CORP. adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.30% | +0.14% | +2.06% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.71% | -0.31% | -2.19% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 4.31% | -0.64% | -9.47% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.30% | +0.84% | -1.12% | |
| 5 | PFIS | Peoples Financial Services | Stock-Other | 4.13% | +0.29% | -7.99% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.28% | +0.13% | +2.91% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.34% | -0.51% | -0.42% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.15% | +0.29% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.08% | +0.01% | -0.35% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.07% | -0.15% | +2.30% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.07% | +0.10% | -0.66% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.87% | -0.75% | +1.85% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.69% | -0.12% | +2.73% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 1.61% | -0.08% | +2.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.59% | +0.04% | +6.57% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.59% | -0.09% | -3.54% | |
| 17 | AXP | American Express Co | Stock-Financials | 1.56% | +0.01% | +5.00% | |
| 18 | FAST | Fastenal Co | Stock-Industrials | 1.52% | -0.10% | -2.28% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.42% | -0.07% | +1.98% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.38% | -0.01% | +5.03% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.23% | +0.03% | +116.65% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.42% | +2.14% | |
| 23 | QLV | Flexshares US Quality Low Vo | ETF-Other | 1.11% | -0.06% | +2.90% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | — | -0.56% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.10% | +0.45% | -1.02% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 1.06% | +0.09% | +18.07% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.00% | +0.08% | -5.82% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.01% | +6.39% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 0.89% | +0.14% | -0.09% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.86% | -0.04% | — | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.84% | -0.15% | -5.95% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -0.01% | +15255.00% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.09% | +2.34% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.78% | -0.22% | -0.48% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.77% | -0.08% | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.75% | -0.11% | -1.43% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.73% | -0.07% | -0.20% | |
| 38 | AZO | Autozone Inc | Stock-Consumer Disc | 0.70% | -0.08% | — | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.70% | -0.01% | -3.26% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.17% | -0.53% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.69% | -0.06% | +4.77% | |
| 42 | ENB | Enbridge Inc | Stock-Energy | 0.67% | -0.07% | -1.18% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.64% | -0.05% | -0.74% | |
| 44 | BA | Boeing Co/the | Stock-Industrials | 0.63% | — | +2.92% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.61% | -0.02% | -0.75% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.61% | +0.09% | -3.66% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.11% | -1.06% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.03% | +8.80% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.52% | +0.01% | +2.88% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.52% | -0.07% | -0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.5% | -9.47% | Trim |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.8% | +15255.00% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | -2.19% | Trim |
| 4 | VO | Vanguard Mid-cap ETF | +0.7% | +116.65% | Add |
| 5 | ORCL | Oracle CORP | +0.7% | -3.54% | Trim |
| 6 | GOOG | Alphabet Inc-cl C | +0.6% | — | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +6.57% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +707.45% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | +81.22% | Add |
| 10 | AAPL | Apple Inc | +0.2% | +2.06% | Trim |
| 11 | FAST | Fastenal Co | +0.2% | -2.28% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +2.91% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.35% | Trim |
| 14 | AXP | American Express Co | +0.2% | +5.00% | Trim |
| 15 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.03% | Add |
| 16 | ASML | ASML Holding N.V. | +0.1% | +10.86% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +2.73% | Add |
| 18 | RTX | Rtx CORP | +0.1% | — | Unchanged |
| 19 | GE | General Electric | +0.1% | -0.10% | Trim |
| 20 | EMR | Emerson Electric Co | +0.1% | -0.56% | Trim |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.11% | Add |
| 22 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -10.38% | Trim |
| 23 | WM | Waste Management Inc | -0.1% | -1.64% | Trim |
| 24 | TGT | Target CORP | -0.1% | -13.56% | Trim |
| 25 | V | Visa Inc-class A Shares | -0.1% | -2.19% | Trim |
| 26 | WMT | Walmart Inc | -0.1% | +14.16% | Trim |
| 27 | TMO | Thermo Fisher Scientific Inc | -0.2% | -2.60% | Trim |
| 28 | VZ | Verizon Communications Inc | -0.2% | -0.48% | Trim |
| 29 | AMGN | Amgen Inc | -0.2% | +8.80% | Trim |
| 30 | XLE | Ss Energy Select Sector | -0.2% | -0.08% | Trim |
| 31 | COST | Costco Wholesale CORP | -0.2% | -1.42% | Trim |
| 32 | PEP | Pepsico Inc | -0.2% | -1.06% | Trim |
| 33 | DE | Deere & Co | -0.2% | +2.88% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | -0.2% | -1.38% | Trim |
| 35 | QCOM | Qualcomm Inc | -0.2% | -0.53% | Trim |
| 36 | ADBE | Adobe Inc | -0.2% | -0.04% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.2% | +1.85% | Add |
| 38 | XLK | Ss Technology Select Sector | -0.2% | — | Trim |
| 39 | XLC | Ss Comm Select Sector Spdr | -0.2% | -0.05% | Trim |
| 40 | VXUS | Vanguard Total Intl Stock | -0.3% | — | Trim |
| 41 | APD | Air Products & Chemicals Inc | -0.3% | -0.20% | Trim |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +1.98% | Trim |
| 43 | MCD | Mcdonald's CORP | -0.3% | -0.42% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.4% | +2.30% | Trim |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.5% | +71.19% | Trim |
| 46 | VXF | Vanguard Extended Market ETF | -0.5% | — | Trim |
| 47 | LLY | Eli Lilly & Co | -0.9% | -1.12% | Trim |
| 48 | QLV | Flexshares US Quality Low Vo | — | NEW | New buy |
| 49 | FRAF | Franklin Financial Services | — | EXIT | Sold out |
| 50 | PANW | Palo Alto Networks 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 261 disclosed positions in Q3 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 AAPL, MSFT, AVGO) accounted for 21.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
QLV
市值: $2.5M
Top Position Liquidated / Trimmed
FRAF
前期市值: $500.1K
During Q3 2025, Peoples Financial Services CORP.'s top holdings by market value included AAPL (5.3%)、MSFT (4.7%)、AVGO (4.3%). The largest single position, AAPL, represented 5.3% of total portfolio value.
In Q3 2025, Peoples Financial Services CORP. made 49 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 36 holdings, and fully liquidating 1 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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