PEOPLES FINANCIAL SERVICES CORP.
Filing Date
Global Rank
#4,434
/ 8,588
▲ 84
Top Industry
Drug Manufacturers - General
14.8%
3Y Alpha vs SPY
-4.7%
Period ended 3 months ago
Filed Apr 20, 2026 · 58d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.3%
SPY
+78.1%
Annualised alpha
-4.7%
Max drawdown
−16.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
217 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.1%
−1.1 pts
Top 5
23.8%
−4.0 pts
Top 10
37.4%
−2.7 pts
HHI
216
Diversified−32
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 22.9% | $41,294,498 |
| Healthcare | 16.2% | $29,181,750 |
| Financial Services | 15.9% | $28,728,783 |
| Industrials | 9.9% | $17,851,851 |
| Consumer Cyclical | 9.1% | $16,479,615 |
| Energy | 7.4% | $13,271,578 |
| Consumer Defensive | 7.1% | $12,757,057 |
| Communication Services | 4.8% | $8,699,208 |
| Utilities | 4.6% | $8,352,348 |
| Basic Materials | 1.8% | $3,285,459 |
| Unclassified | 0.1% | $221,959 |
| Real Estate | 0.1% | $194,992 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BMY | Bristol Myers Squibb Co | +6,726 | 25,678 | $1,557,369 | |
| QCOM | Qualcomm Inc/De | +1,412 | 9,713 | $1,250,839 | |
| NWFL | Norwood Financial Corp | +425 | 3,980 | $117,091 | |
| PANW | Palo Alto Networks Inc | +418 | 1,358 | $217,714 | |
| C | Citigroup Inc | +75 | 1,618 | $183,497 | |
| BA | Boeing Co | +65 | 6,468 | $1,287,325 | |
| NVDA | Nvidia Corp | +27 | 3,502 | $610,748 | |
| SO | Southern Co | +18 | 18,014 | $1,738,710 | |
| HON | Honeywell International Inc | +12 | 3,255 | $735,726 | |
| COP | Conocophillips | +10 | 2,553 | $336,996 | |
| NEE | Nextera Energy Inc | +4 | 22,144 | $2,056,733 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DOW | Dow Inc. | −2,297 | 3,615 | $150,564 | |
| AVGO | Broadcom Inc. | −1,597 | 24,842 | $7,688,846 | |
| XOM | Exxon Mobil Corp | −1,379 | 34,265 | $5,813,399 | |
| VZ | Verizon Communications Inc | −1,031 | 36,134 | $1,813,926 | |
| AAPL | Apple Inc. | −817 | 43,222 | $10,969,310 | |
| PG | PROCTER & GAMBLE Co | −791 | 28,133 | $4,063,529 | |
| LLY | ELI LILLY & Co | −755 | 11,449 | $10,530,446 | |
| PFIS | Peoples Financial Services Corp. | −750 | 91,041 | $4,855,215 | |
| FAST | Fastenal Co | −723 | 66,192 | $3,071,308 | |
| CSCO | Cisco Systems, Inc. | −543 | 32,595 | $2,529,045 | |
| PFE | Pfizer Inc | −497 | 36,948 | $1,037,499 | |
| KO | Coca Cola Co | −475 | 19,721 | $1,499,782 | |
| NKE | NIKE, Inc. | −464 | 9,268 | $489,535 | |
| IBM | International Business Machines Corp | −450 | 3,593 | $870,906 | |
| PPL | PPL Corp | −425 | 21,184 | $809,228 | |
| D | Dominion Energy, Inc | −400 | 15,879 | $981,639 | |
| AXP | American Express Co | −385 | 9,189 | $2,779,488 | |
| T | At&T Inc. | −367 | 20,749 | $601,513 | |
| MDT | Medtronic plc | −358 | 3,338 | $289,237 | |
| PNC | Pnc Financial Services Group, Inc. | −350 | 7,321 | $1,523,426 | |
| ORCL | Oracle Corp | −343 | 12,094 | $1,779,148 | |
| ENB | Enbridge Inc | −327 | 29,092 | $1,575,040 | |
| CMCSA | Comcast Corp | −324 | 16,217 | $465,589 | |
| AMZN | Amazon Com Inc | −275 | 31,839 | $6,631,107 | |
| GOOGL | Alphabet Inc. | −251 | 13,296 | $3,823,397 | |
| No positions match the current search. | |||||
17 positions ·
$12,757,057 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 28,133 | $4,063,529 | 31.85% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 19,721 | $1,499,782 | 11.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 9,940 | $1,235,343 | 9.68% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 7,916 | $1,229,275 | 9.64% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 14,662 | $845,117 | 6.62% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 4,589 | $758,744 | 5.95% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 667 | $664,618 | 5.21% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Reduced | 12,212 | $454,529 | 3.56% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Held | 4,191 | $404,304 | 3.17% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 4,705 | $401,007 | 3.14% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 3,166 | $383,719 | 3.01% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 5,685 | $375,152 | 2.94% | |
| KHC |
Kraft Heinz Co
Consumer Defensive
|
Held | 7,114 | $159,993 | 1.25% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 1,622 | $115,696 | 0.91% | |
| HSY |
Hershey Co
Consumer Defensive
|
Held | 429 | $89,184 | 0.70% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Held | 334 | $39,655 | 0.31% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Held | 361 | $37,410 | 0.29% |