PEOPLES FINANCIAL SERVICES CORP.
Top Portfolio Positions
217 positions ·
$180,319,098 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
43,222 | $10,969,310 | 6.08% | |
| LLY |
ELI LILLY & Co
Healthcare
|
11,449 | $10,530,446 | 5.84% | |
| AVGO |
Broadcom Inc.
Technology
|
24,842 | $7,688,846 | 4.26% | |
| MSFT |
Microsoft Corp
Technology
|
19,004 | $7,034,710 | 3.90% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
31,839 | $6,631,107 | 3.68% | |
| XOM |
Exxon Mobil Corp
Energy
|
34,265 | $5,813,399 | 3.22% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
16,664 | $5,179,003 | 2.87% | |
| PFIS |
Peoples Financial Services Corp.
Financial Services
|
91,041 | $4,855,215 | 2.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
19,288 | $4,714,758 | 2.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,891 | $4,086,176 | 2.27% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PFIS
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,855,215 | 91,041 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,471,139 | 91,791 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,153,651 | 188,308 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,104,063 | 204,660 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,197,418 | 206,823 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,762,897 | 210,295 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $10,500,041 | 223,977 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $10,819,620 | 237,585 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $12,954,424 | 300,497 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $16,720,365 | 343,334 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $13,933,746 | 347,475 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $15,295,452 | 349,291 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $15,154,769 | 349,591 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $18,008,334 | 347,383 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $16,468,943 | 351,600 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $20,079,952 | 359,598 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $17,736,854 | 351,364 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $18,598,199 | 352,974 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $16,087,303 | 353,024 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $13,931,221 | 327,024 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $13,679,169 | 323,844 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,867,745 | 322,844 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $11,264,707 | 324,071 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $12,376,270 | 324,071 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $12,875,282 | 323,988 | Shares | Sole | 2020-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||