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. Peoples Financial Services Corp. operates as the bank holding company for Peoples Security Bank and Trust Company that provides various commercial and retail banking services. The company accepts money market, negotiable order of withdrawal, savings, individual retirement, demand deposit, and certificates of deposit accounts. For more information on Peoples Financial Services stock, visit the Peoples Financial Services stock profile here.

Investment Activity

Peoples Financial Services has $202.35 million in total holdings as of June 30, 2025.
Peoples Financial Services owns shares of 257 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 2.26% of the portfolio was purchased this quarter.
About 10.93% of the portfolio was sold this quarter.
This quarter, Peoples Financial Services has purchased 257 new stocks and bought additional shares in 13 stocks.
Peoples Financial Services sold shares of 113 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft: $10,233,994
Peoples Financial Services: $10,102,004
Eli Lilly and Company: $9,836,859
Apple: $9,259,084
Broadcom: $8,803,656

Largest New Holdings this Quarter

33939L654 - FlexShares US Quality Low Volatility Index Fund: $2,259,884 Holding
697435105 - Palo Alto Networks: $71,624 Holding
882508104 - Texas Instruments: $41,939 Holding
14040H105 - Capital One Financial: $23,616 Holding

Largest Purchases this Quarter

FlexShares US Quality Low Volatility Index Fund: 33,185 shares (about $2.26M)
Fastenal: 34,141 shares (about $1.43M)
NVIDIA: 1,275 shares (about $201.44K)
O'Reilly Automotive: 1,400 shares (about $126.18K)
Kraft Heinz: 4,250 shares (about $109.69K)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 2,495 shares (about $1.55M)
Vanguard Extended Market ETF: 6,560 shares (about $1.26M)
Broadcom: 3,490 shares (about $961.98K)
Microsoft: 1,486 shares (about $739.14K)
The Goldman Sachs Group: 992 shares (about $702.08K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$10,233,994	$739,136 ▼	-6.7%	20,575	5.1%	Computer and Technology
PFIS Peoples Financial Services	$10,102,004	$106,766 ▼	-1.0%	204,660	5.0%	Finance
LLY Eli Lilly and Company	$9,836,859	$459,142 ▼	-4.5%	12,619	4.9%	Medical
AAPL Apple	$9,259,084	$566,678 ▼	-5.8%	45,129	4.6%	Computer and Technology
AVGO Broadcom	$8,803,656	$961,983 ▼	-9.9%	31,939	4.4%	Computer and Technology
AMZN Amazon.com	$7,055,766	$413,548 ▼	-5.5%	32,161	3.5%	Retail/Wholesale
MCD McDonald's	$5,000,594	$184,060 ▼	-3.6%	17,116	2.5%	Retail/Wholesale
PG Procter & Gamble	$4,653,078	$204,885 ▼	-4.2%	29,206	2.3%	Consumer Staples
JPM JPMorgan Chase & Co.	$4,246,725	$493,987 ▼	-10.4%	14,649	2.1%	Finance
XOM Exxon Mobil	$3,892,968	$39,994 ▼	-1.0%	36,113	1.9%	Energy
ABBV AbbVie	$3,693,629	$348,221 ▼	-8.6%	19,899	1.8%	Medical
GOOG Alphabet	$3,469,745	$257,747 ▼	-6.9%	19,560	1.7%	Computer and Technology
MA Mastercard	$3,416,574	$189,373 ▼	-5.3%	6,080	1.7%	Business Services
AXP American Express	$3,151,081	$335,554 ▼	-9.6%	9,879	1.6%	Finance
JNJ Johnson & Johnson	$2,999,532	$62,169 ▼	-2.0%	19,637	1.5%	Medical
BRK.B Berkshire Hathaway	$2,972,841	$287,083 ▼	-8.8%	6,120	1.5%	Finance
FAST Fastenal	$2,943,948	$1,433,922 ▲	95.0%	70,094	1.5%	Retail/Wholesale
ORCL Oracle	$2,831,468	$118,934 ▼	-4.0%	12,951	1.4%	Computer and Technology
EFA iShares MSCI EAFE ETF	$2,789,221	$23,867 ▼	-0.8%	31,203	1.4%	Finance
EMR Emerson Electric	$2,496,452	$123,196 ▼	-4.7%	18,724	1.2%	Industrials
CSCO Cisco Systems	$2,491,837	$189,823 ▼	-7.1%	35,916	1.2%	Computer and Technology
GOOGL Alphabet	$2,402,335	$233,854 ▼	-8.9%	13,632	1.2%	Computer and Technology
CVX Chevron	$2,372,928	$25,344 ▼	-1.1%	16,572	1.2%	Energy
QLV FlexShares US Quality Low Volatility Index Fund	$2,259,884	$2,259,884 ▲	New Holding	33,185	1.1%	ETF
GS The Goldman Sachs Group	$2,080,061	$702,083 ▼	-25.2%	2,939	1.0%	Finance
ADI Analog Devices	$1,910,329	$256,821 ▼	-11.9%	8,026	0.9%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,860,742	$614,007 ▼	-24.8%	7,852	0.9%	ETF
NEE NextEra Energy	$1,811,304	$41,652 ▼	-2.2%	26,092	0.9%	Utilities
MRK Merck & Co., Inc.	$1,802,870	$9,656 ▲	0.5%	22,778	0.9%	Medical
HD Home Depot	$1,767,870	$404,755 ▼	-18.6%	4,822	0.9%	Retail/Wholesale
META Meta Platforms	$1,764,757	$473,111 ▼	-21.1%	2,391	0.9%	Computer and Technology
VZ Verizon Communications	$1,707,708	$130,284 ▼	-7.1%	39,467	0.8%	Computer and Technology
ABT Abbott Laboratories	$1,706,364	$80,517 ▼	-4.5%	12,546	0.8%	Medical
APD Air Products and Chemicals	$1,673,957	$327,740 ▼	-16.4%	5,935	0.8%	Basic Materials
SO Southern	$1,662,297	$105,512 ▼	-6.0%	18,102	0.8%	Utilities
PNC The PNC Financial Services Group	$1,487,817	$1,119 ▼	-0.1%	7,981	0.7%	Finance
QCOM QUALCOMM	$1,471,070	$434,935 ▼	-22.8%	9,237	0.7%	Computer and Technology
KO CocaCola	$1,461,049		0.0%	20,651	0.7%	Consumer Staples
XLU Utilities Select Sector SPDR Fund	$1,362,483	$293,938 ▼	-17.7%	16,687	0.7%	ETF
ENB Enbridge	$1,348,902	$35,432 ▼	-2.6%	29,771	0.7%	Energy
AZO AutoZone	$1,347,538		0.0%	363	0.7%	Retail/Wholesale
BA Boeing	$1,305,976	$494,691 ▼	-27.5%	6,233	0.6%	Aerospace
BLACKROCK INC COM	$1,282,181	$314,774 ▼	-19.7%	1,222	0.6%	COMMON STOCK
DE Deere & Company	$1,254,920	$332,035 ▼	-20.9%	2,468	0.6%	Industrials
MS Morgan Stanley	$1,237,721	$215,231 ▼	-14.8%	8,787	0.6%	Finance
IBM International Business Machines	$1,203,834	$4,422 ▼	-0.4%	4,084	0.6%	Computer and Technology
PEP PepsiCo	$1,196,533	$159,106 ▼	-11.7%	9,062	0.6%	Consumer Staples
VO Vanguard Mid-Cap ETF	$1,196,497	$48,408 ▲	4.2%	4,276	0.6%	ETF
AMGN Amgen	$1,138,851	$215,262 ▼	-15.9%	4,079	0.6%	Medical
VNQ Vanguard Real Estate ETF	$1,113,683	$125,217 ▼	-10.1%	12,505	0.6%	ETF
DUK Duke Energy	$1,098,816	$826 ▼	-0.1%	9,312	0.5%	Utilities
ADBE Adobe	$1,075,118	$267,716 ▼	-19.9%	2,779	0.5%	Computer and Technology
D Dominion Energy	$1,051,774	$49,342 ▼	-4.5%	18,609	0.5%	Utilities
MDLZ Mondelez International	$1,030,742	$87,671 ▼	-7.8%	15,284	0.5%	Consumer Staples
VOO Vanguard S&P 500 ETF	$1,021,862	$11,360 ▲	1.1%	1,799	0.5%	ETF
RTX RTX	$989,138		0.0%	6,774	0.5%	Aerospace
PFE Pfizer	$978,008	$54,953 ▼	-5.3%	40,364	0.5%	Medical
WFC Wells Fargo & Company	$940,520	$48,953 ▼	-4.9%	11,739	0.5%	Finance
BMY Bristol Myers Squibb	$932,784		0.0%	20,151	0.5%	Medical
VXUS Vanguard Total International Stock ETF	$913,563	$690,889 ▼	-43.1%	13,223	0.5%	ETF
WMT Walmart	$879,035	$561,839 ▼	-39.0%	8,990	0.4%	Retail/Wholesale
LMT Lockheed Martin	$875,785	$176,454 ▼	-16.8%	1,891	0.4%	Aerospace
CAT Caterpillar	$854,808	$232,141 ▼	-21.4%	2,202	0.4%	Industrials
FNB F.N.B.	$844,721		0.0%	57,937	0.4%	Finance
XLC Communication Services Select Sector SPDR Fund	$844,680	$642,708 ▼	-43.2%	7,783	0.4%	ETF
PM Philip Morris International	$841,256		0.0%	4,619	0.4%	Consumer Staples
NKE NIKE	$797,696	$41,416 ▼	-4.9%	11,229	0.4%	Consumer Discretionary
COST Costco Wholesale	$766,203	$308,857 ▼	-28.7%	774	0.4%	Retail/Wholesale
PPL PPL	$744,136	$8,470 ▼	-1.1%	21,964	0.4%	Utilities
XLB Materials Select Sector SPDR Fund	$724,595	$43,904 ▼	-5.7%	8,252	0.4%	ETF
NSC Norfolk Southern	$699,556	$76,790 ▼	-9.9%	2,733	0.3%	Transportation
V Visa	$681,670	$212,667 ▼	-23.8%	1,920	0.3%	Business Services
ADP Automatic Data Processing	$677,837	$136,308 ▼	-16.7%	2,198	0.3%	Computer and Technology
HON Honeywell International	$660,445	$1,164 ▼	-0.2%	2,836	0.3%	Multi-Sector Conglomerates
T AT&T	$648,082	$28,930 ▲	4.7%	22,402	0.3%	Computer and Technology
GIS General Mills	$645,848	$6,113 ▼	-0.9%	12,466	0.3%	Consumer Staples
UNP Union Pacific	$644,224		0.0%	2,800	0.3%	Transportation
KMB Kimberly-Clark	$643,437	$6,962 ▼	-1.1%	4,991	0.3%	Consumer Staples
CMCSA Comcast	$638,021	$21,872 ▼	-3.3%	17,882	0.3%	Consumer Discretionary
NBTB NBT Bancorp	$623,100		0.0%	15,000	0.3%	Finance
AMAT Applied Materials	$622,061	$289,246 ▼	-31.7%	3,398	0.3%	Computer and Technology
VUG Vanguard Growth ETF	$609,798		0.0%	1,391	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$603,925	$266,809 ▼	-30.6%	7,121	0.3%	ETF
MCHP Microchip Technology	$577,719	$273,345 ▼	-32.1%	8,211	0.3%	Computer and Technology
VTV Vanguard Value ETF	$555,669		0.0%	3,144	0.3%	ETF
LOW Lowe's Companies	$543,579	$69,445 ▼	-11.3%	2,450	0.3%	Retail/Wholesale
XYL Xylem	$541,624	$52,390 ▼	-8.8%	4,187	0.3%	Business Services
NVO Novo Nordisk A/S	$515,282	$69,707 ▼	-11.9%	7,466	0.3%	Medical
GE GE Aerospace	$515,271		0.0%	2,002	0.3%	Aerospace
IVV iShares Core S&P 500 ETF	$512,852	$1,549,111 ▼	-75.1%	826	0.3%	ETF
AWK American Water Works	$500,932	$33,804 ▼	-6.3%	3,601	0.2%	Utilities
WM Waste Management	$489,435	$170,009 ▼	-25.8%	2,139	0.2%	Business Services
FRAF Franklin Financial Services	$488,349		0.0%	14,106	0.2%	Finance
PSX Phillips 66	$486,147		0.0%	4,075	0.2%	Energy
DD DuPont de Nemours	$479,360	$34,294 ▼	-6.7%	6,989	0.2%	Basic Materials
MMM 3M	$447,886	$8,221 ▼	-1.8%	2,942	0.2%	Multi-Sector Conglomerates
CTVA Corteva	$438,895	$5,664 ▼	-1.3%	5,889	0.2%	Consumer Staples
CL Colgate-Palmolive	$427,684	$12,271 ▼	-2.8%	4,705	0.2%	Consumer Staples
ASML ASML	$420,726	$92,159 ▲	28.0%	525	0.2%	Computer and Technology
NVDA NVIDIA	$414,720	$201,435 ▲	94.4%	2,625	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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

About Peoples Financial Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Peoples Financial Services

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeoples Financial Services

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools