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Peoples Financial Services Top Holdings and 13F Report (2025)

About Peoples Financial Services

Peoples Financial Services NASDAQ: PFIS has filed 13-F forms with the SEC as an investor. Peoples Financial Services is itself a publicly traded company. For more information on Peoples Financial Services stock, visit the Peoples Financial Services stock profile here.

Investment Activity

  • Peoples Financial Services has $215.86 million in total holdings as of December 31, 2024.
  • Peoples Financial Services owns shares of 259 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 1.06% of the portfolio was purchased this quarter.
  • About 2.86% of the portfolio was sold this quarter.
  • This quarter, Peoples Financial Services has purchased 252 new stocks and bought additional shares in 17 stocks.
  • Peoples Financial Services sold shares of 120 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple
$13,096,682
Microsoft
$9,880,368
Broadcom
$8,977,064

Largest New Holdings this Quarter

BLACKROCK INC COM
$1,560,196 Holding
Trane Technologies
$73,868 Holding
FedEx
$28,132 Holding
Yum! Brands
$21,465 Holding
Ingersoll Rand
$15,920 Holding

Largest Purchases this Quarter

BLACKROCK INC COM
1,522 shares (about $1.56M)
Schwab US Broad Market ETF
4,000 shares (about $90.80K)
ConocoPhillips
793 shares (about $78.64K)
Accenture
210 shares (about $73.87K)
Trane Technologies
200 shares (about $73.87K)

Largest Sales this Quarter

Peoples Financial Services
13,682 shares (about $700.24K)
Bank of America
11,632 shares (about $511.19K)
Microsoft
671 shares (about $282.83K)
Eli Lilly and Company
288 shares (about $222.34K)
NBT Bancorp
4,000 shares (about $191K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeoples Financial Services

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$13,096,682$183,057 -1.4%52,2996.1%Computer and Technology
Peoples Financial Services Corp. stock logo
PFIS
Peoples Financial Services
$10,762,884$700,244 -6.1%210,2955.0%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$10,367,960$222,336 -2.1%13,4304.8%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$9,880,368$282,826 -2.8%23,4414.6%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$8,977,064$90,186 -1.0%38,7214.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,611,480$20,184 0.3%34,6943.5%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$5,144,189$15,364 -0.3%17,7462.4%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$5,116,486$107,631 -2.1%30,5192.4%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$4,192,151$1,524 0.0%22,0131.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,982,278$37,634 -0.9%16,6131.8%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$3,928,927$29,143 -0.7%22,1101.8%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,919,179$23,235 -0.6%36,4341.8%Oils/Energy
Mastercard Incorporated stock logo
MA
Mastercard
$3,659,112$95,835 -2.6%6,9491.7%Business Services
American Express stock logo
AXP
American Express
$3,345,877$136,221 -3.9%11,2741.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,091,2880.0%6,8201.4%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,905,979$38,903 -1.3%20,0941.3%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,826,043$1,893 -0.1%14,9291.3%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$2,647,991$126,040 -4.5%36,8291.2%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$2,488,805$4,325 -0.2%10,3581.2%ETF
Chevron Co. stock logo
CVX
Chevron
$2,426,634$869 0.0%16,7541.1%Oils/Energy
Emerson Electric Co. stock logo
EMR
Emerson Electric
$2,425,667$5,329 -0.2%19,5731.1%Industrial Products
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,347,384$17,345 -0.7%39,6521.1%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,296,718$45,808 -2.0%4,0111.1%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$2,295,349$29,173 -1.3%5,9011.1%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,243,864$19,995 -0.9%22,5561.0%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,169,827$45,916 -2.1%3,6861.0%ETF
Oracle Co. stock logo
ORCL
Oracle
$2,165,482$47,159 2.2%12,9951.0%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,081,533$2,900 -0.1%7,1771.0%Basic Materials
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$1,969,096$59,346 -2.9%34,3410.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,959,683$74,359 -3.7%3,3470.9%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,934,426$24,008 -1.2%9,1050.9%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,922,8660.0%26,8220.9%Utilities
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,856,176$14,747 -0.8%12,0830.9%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,698,239$21,069 -1.2%42,4780.8%Computer and Technology
The Southern Company stock logo
SO
Southern
$1,609,233$3,045 -0.2%19,5510.7%Utilities
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,561,185$163,463 -9.5%10,2670.7%Consumer Staples
BLACKROCK INC COM
$1,560,196$1,560,196 New Holding1,5220.7%COMMON STOCK
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$1,540,288$9,642 -0.6%7,9870.7%Finance
Adobe Inc. stock logo
ADBE
Adobe
$1,534,529$53,804 3.6%3,4510.7%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,527,943$378 0.0%20,1870.7%ETF
The Boeing Company stock logo
BA
Boeing
$1,516,182$57,879 -3.7%8,5660.7%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,497,329$33,933 -2.2%13,2380.7%Medical
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$1,485,439$3,610 -0.2%7,8190.7%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,440,717$46,259 -3.1%15,9460.7%Retail/Wholesale
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,394,440$7,454 -0.5%14,4040.6%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,367,931$1,886 -0.1%23,2130.6%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$1,359,649$2,514 -0.2%10,8150.6%Finance
Deere & Company stock logo
DE
Deere & Company
$1,322,361$58,894 -4.3%3,1210.6%Industrial Products
Enbridge Inc. stock logo
ENB
Enbridge
$1,298,039$23,421 -1.8%30,5930.6%Oils/Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,285,723$58,337 -4.3%20,6510.6%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$1,264,045$13,031 1.0%4,8500.6%Medical
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,239,180$3,741 -0.3%13,9110.6%ETF
AutoZone, Inc. stock logo
AZO
AutoZone
$1,162,3260.0%3630.5%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$1,159,762$62,374 -5.1%43,7320.5%Medical
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$1,143,980$14,423 -1.2%20,2260.5%Medical
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,104,042$7,289 -0.7%2,2720.5%Aerospace
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,054,896$3,628 -0.3%2,9080.5%Industrial Products
Dominion Energy, Inc. stock logo
D
Dominion Energy
$1,054,679$1,777 -0.2%19,5820.5%Utilities
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,054,1270.0%3,9910.5%ETF
Duke Energy Co. stock logo
DUK
Duke Energy
$1,005,741$4,633 -0.5%9,3350.5%Utilities
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$995,0600.0%1,0860.5%Retail/Wholesale
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$990,387$51,956 -5.0%16,5840.5%Consumer Staples
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$953,133$36,099 -3.6%1,7690.4%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$927,456$14,948 -1.6%4,2190.4%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$881,944$9,766 -1.1%3,7930.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$879,359$171 0.0%10,2670.4%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$867,454$1,686 -0.2%12,3500.4%Finance
NIKE, Inc. stock logo
NKE
NIKE
$863,906$11,804 -1.3%11,4170.4%Consumer Discretionary
F.N.B. Co. stock logo
FNB
F.N.B.
$856,3080.0%57,9370.4%Finance
General Mills, Inc. stock logo
GIS
General Mills
$830,336$5,420 -0.6%13,0210.4%Consumer Staples
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$809,557$813 -0.1%4,9780.4%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$809,370$59,422 -6.8%2,7650.4%Business Services
Visa Inc. stock logo
V
Visa
$791,3290.0%2,5040.4%Business Services
RTX Co. stock logo
RTX
RTX
$783,886$1,157 -0.1%6,7740.4%Aerospace
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$727,973$1,094 -0.2%8,6520.3%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$726,760$62,535 9.4%8,4490.3%Medical
PPL Co. stock logo
PPL
PPL
$724,084$1,298 -0.2%22,3140.3%Utilities
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$718,739$227 0.0%9,5060.3%Finance
NBT Bancorp Inc. stock logo
NBTB
NBT Bancorp
$716,250$191,000 -21.1%15,0000.3%Finance
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$711,8390.0%3,0330.3%Transportation
Comcast Co. stock logo
CMCSA
Comcast
$693,923$12,494 -1.8%18,4950.3%Consumer Discretionary
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$669,5680.0%2,7130.3%Retail/Wholesale
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$667,645$786 -0.1%5,0950.3%Consumer Staples
Union Pacific Co. stock logo
UNP
Union Pacific
$644,897$80,726 -11.1%2,8280.3%Transportation
Target Co. stock logo
TGT
Target
$644,389$1,622 -0.3%4,7670.3%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$641,750$17,845 -2.7%2,8410.3%Multi-Sector Conglomerates
Waste Management, Inc. stock logo
WM
Waste Management
$621,9070.0%3,0820.3%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$584,2010.0%1,1230.3%Medical
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$571,018$11,056 -1.9%7,4890.3%Basic Materials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$570,920$12,313 -2.1%1,3910.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$555,8950.0%4,6190.3%Consumer Staples
Ecolab Inc. stock logo
ECL
Ecolab
$549,009$24,603 -4.3%2,3430.3%Basic Materials
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$536,422$8,196 -1.5%4,2540.2%Transportation
Xylem Inc. stock logo
XYL
Xylem
$532,759$348 -0.1%4,5920.2%Business Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$532,278$2,539 -0.5%3,1440.2%ETF
Danaher Co. stock logo
DHR
Danaher
$514,6420.0%2,2420.2%Multi-Sector Conglomerates
AT&T Inc. stock logo
T
AT&T
$487,317$8,083 -1.6%21,4020.2%Computer and Technology
American Water Works Company, Inc. stock logo
AWK
American Water Works
$481,6480.0%3,8690.2%Utilities
Phillips 66 stock logo
PSX
Phillips 66
$464,2640.0%4,0750.2%Oils/Energy
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$439,9550.0%4,8400.2%Consumer Staples

Showing largest 100 holdings. View all holdings.
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