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 $208.18 million in total holdings as of March 31, 2025.
Peoples Financial Services owns shares of 257 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 1.54% of the portfolio was purchased this quarter.
About 2.74% of the portfolio was sold this quarter.
This quarter, Peoples Financial Services has purchased 259 new stocks and bought additional shares in 30 stocks.
Peoples Financial Services sold shares of 63 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Eli Lilly and Company: $10,908,464
Apple: $10,637,998
Peoples Financial Services: $9,197,406
Microsoft: $8,281,228
Amazon.com: $6,477,562

Largest New Holdings this Quarter

353525108 - Franklin Financial Services: $500,057 Holding
N07059210 - ASML: $271,676 Holding
683344105 - Onto Innovation: $109,206 Holding
92838X805 - VIRTUS CONVERTABLE & INCOME COM: $9,141 Holding
032108474 - AMPLIFY ETF TR ALTRNTV HARV ETF: $156 Holding

Largest Purchases this Quarter

iShares MSCI EAFE ETF: 21,964 shares (about $1.79M)
Franklin Financial Services: 14,106 shares (about $500.06K)
ASML: 410 shares (about $271.68K)
Onto Innovation: 900 shares (about $109.21K)
NYLI Hedge Multi-Strategy Tracker ETF: 2,407 shares (about $75.34K)

Largest Sales this Quarter

Microchip Technology: 22,245 shares (about $1.08M)
Apple: 4,408 shares (about $979.15K)
Broadcom: 3,292 shares (about $551.18K)
Microsoft: 1,380 shares (about $518.02K)
Mastercard: 532 shares (about $291.59K)

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
LLY Eli Lilly and Company	$10,908,464	$183,349 ▼	-1.7%	13,208	5.2%	Medical
AAPL Apple	$10,637,998	$979,146 ▼	-8.4%	47,891	5.1%	Computer and Technology
PFIS Peoples Financial Services	$9,197,406	$154,400 ▼	-1.7%	206,823	4.4%	Finance
MSFT Microsoft	$8,281,228	$518,023 ▼	-5.9%	22,061	4.0%	Computer and Technology
AMZN Amazon.com	$6,477,562	$123,288 ▼	-1.9%	34,046	3.1%	Retail/Wholesale
AVGO Broadcom	$5,931,863	$551,178 ▼	-8.5%	35,429	2.8%	Computer and Technology
MCD McDonald's	$5,543,121		0.0%	17,746	2.7%	Retail/Wholesale
PG Procter & Gamble	$5,196,421	$4,601 ▼	-0.1%	30,492	2.5%	Consumer Staples
ABBV AbbVie	$4,562,279	$70,189 ▼	-1.5%	21,775	2.2%	Medical
XOM Exxon Mobil	$4,339,012	$5,946 ▲	0.1%	36,484	2.1%	Energy
JPM JPMorgan Chase & Co.	$4,011,368	$63,778 ▼	-1.6%	16,353	1.9%	Finance
BRK.B Berkshire Hathaway	$3,574,132	$58,051 ▼	-1.6%	6,711	1.7%	Finance
MA Mastercard	$3,517,203	$291,593 ▼	-7.7%	6,417	1.7%	Business Services
JNJ Johnson & Johnson	$3,324,080	$8,292 ▼	-0.2%	20,044	1.6%	Medical
GOOG Alphabet	$3,282,857	$156,230 ▼	-4.5%	21,013	1.6%	Computer and Technology
AXP American Express	$2,940,859	$92,280 ▼	-3.0%	10,931	1.4%	Finance
CVX Chevron	$2,801,924	$836 ▼	0.0%	16,749	1.3%	Energy
FAST Fastenal	$2,787,780	$67,925 ▼	-2.4%	35,953	1.3%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$2,571,718	$1,794,891 ▲	231.1%	31,470	1.2%	Finance
CSCO Cisco Systems	$2,384,814	$61,700 ▼	-2.5%	38,652	1.1%	Computer and Technology
VB Vanguard Small-Cap ETF	$2,315,714	$18,849 ▲	0.8%	10,443	1.1%	ETF
GOOGL Alphabet	$2,313,240	$4,639 ▲	0.2%	14,959	1.1%	Computer and Technology
HD Home Depot	$2,171,743	$9,162 ▲	0.4%	5,926	1.0%	Retail/Wholesale
EMR Emerson Electric	$2,154,193	$8,223 ▲	0.4%	19,648	1.0%	Industrials
GS The Goldman Sachs Group	$2,147,411	$43,702 ▼	-2.0%	3,931	1.0%	Finance
APD Air Products and Chemicals	$2,092,965	$23,593 ▼	-1.1%	7,097	1.0%	Basic Materials
MRK Merck & Co., Inc.	$2,033,597	$8,976 ▲	0.4%	22,656	1.0%	Medical
VZ Verizon Communications	$1,926,775		0.0%	42,478	0.9%	Computer and Technology
NEE NextEra Energy	$1,891,927	$9,214 ▼	-0.5%	26,692	0.9%	Utilities
ORCL Oracle	$1,886,726	$69,905 ▲	3.8%	13,495	0.9%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,866,026	$205,089 ▼	-9.9%	3,321	0.9%	ETF
QCOM QUALCOMM	$1,838,383	$17,665 ▼	-1.0%	11,968	0.9%	Computer and Technology
ADI Analog Devices	$1,836,184		0.0%	9,105	0.9%	Computer and Technology
SO Southern	$1,770,118	$27,585 ▼	-1.5%	19,251	0.9%	Utilities
META Meta Platforms	$1,747,476	$181,548 ▼	-9.4%	3,032	0.8%	Computer and Technology
ABT Abbott Laboratories	$1,742,741	$13,265 ▼	-0.8%	13,138	0.8%	Medical
XLU Utilities Select Sector SPDR Fund	$1,599,620	$7,885 ▲	0.5%	20,287	0.8%	ETF
PEP PepsiCo	$1,539,419		0.0%	10,267	0.7%	Consumer Staples
AMGN Amgen	$1,510,959		0.0%	4,850	0.7%	Medical
KO CocaCola	$1,478,808		0.0%	20,651	0.7%	Consumer Staples
BA Boeing	$1,465,687	$4,775 ▲	0.3%	8,594	0.7%	Aerospace
DE Deere & Company	$1,464,801		0.0%	3,121	0.7%	Industrials
VXUS Vanguard Total International Stock ETF	$1,442,139	$621 ▲	0.0%	23,223	0.7%	ETF
BLACKROCK INC COM	$1,440,520		0.0%	1,522	0.7%	COMMON STOCK
PNC The PNC Financial Services Group	$1,403,870		0.0%	7,987	0.7%	Finance
AZO AutoZone	$1,384,039		0.0%	363	0.7%	Retail/Wholesale
ENB Enbridge	$1,353,780	$1,772 ▼	-0.1%	30,553	0.7%	Energy
ADBE Adobe	$1,331,175	$7,670 ▲	0.6%	3,471	0.6%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$1,321,836	$67,418 ▼	-4.9%	13,705	0.6%	ETF
WMT Walmart	$1,293,666	$106,225 ▼	-7.6%	14,736	0.6%	Retail/Wholesale
VXF Vanguard Extended Market ETF	$1,280,571	$66,320 ▼	-4.9%	7,434	0.6%	ETF
VNQ Vanguard Real Estate ETF	$1,259,488		0.0%	13,911	0.6%	ETF
BMY Bristol Myers Squibb	$1,229,006	$4,574 ▼	-0.4%	20,151	0.6%	Medical
MS Morgan Stanley	$1,203,437	$58,334 ▼	-4.6%	10,315	0.6%	Finance
DUK Duke Energy	$1,136,631	$1,952 ▼	-0.2%	9,319	0.5%	Utilities
MDLZ Mondelez International	$1,125,212		0.0%	16,584	0.5%	Consumer Staples
D Dominion Energy	$1,092,153	$5,606 ▼	-0.5%	19,482	0.5%	Utilities
PFE Pfizer	$1,080,284	$27,874 ▼	-2.5%	42,632	0.5%	Medical
VO Vanguard Mid-Cap ETF	$1,061,063	$28,964 ▲	2.8%	4,103	0.5%	ETF
COST Costco Wholesale	$1,027,109		0.0%	1,086	0.5%	Retail/Wholesale
IBM International Business Machines	$1,019,253	$29,839 ▼	-2.8%	4,099	0.5%	Computer and Technology
LMT Lockheed Martin	$1,014,891		0.0%	2,272	0.5%	Aerospace
XLE Energy Select Sector SPDR Fund	$959,443		0.0%	10,267	0.5%	ETF
CAT Caterpillar	$923,395	$35,617 ▼	-3.7%	2,800	0.4%	Industrials
VOO Vanguard S&P 500 ETF	$914,222	$5,139 ▲	0.6%	1,779	0.4%	ETF
RTX RTX	$897,283		0.0%	6,774	0.4%	Aerospace
WFC Wells Fargo & Company	$886,597		0.0%	12,350	0.4%	Finance
V Visa	$882,775	$5,257 ▲	0.6%	2,519	0.4%	Business Services
ADP Automatic Data Processing	$806,570	$38,190 ▼	-4.5%	2,640	0.4%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$802,792	$19,616 ▲	2.5%	3,888	0.4%	ETF
PPL PPL	$802,143	$3,611 ▼	-0.4%	22,214	0.4%	Utilities
FNB F.N.B.	$779,252		0.0%	57,937	0.4%	Finance
XLB Materials Select Sector SPDR Fund	$752,400	$8,597 ▲	1.2%	8,752	0.4%	ETF
GIS General Mills	$752,387	$26,128 ▼	-3.4%	12,584	0.4%	Consumer Staples
NKE NIKE	$749,688	$25,070 ▲	3.5%	11,812	0.4%	Consumer Discretionary
PM Philip Morris International	$733,171		0.0%	4,619	0.4%	Consumer Staples
AMAT Applied Materials	$722,399		0.0%	4,978	0.3%	Computer and Technology
NSC Norfolk Southern	$718,359		0.0%	3,033	0.3%	Transportation
KMB Kimberly-Clark	$717,497	$7,111 ▼	-1.0%	5,045	0.3%	Consumer Staples
CMCSA Comcast	$682,270		0.0%	18,495	0.3%	Consumer Discretionary
WM Waste Management	$667,203	$46,301 ▼	-6.5%	2,882	0.3%	Business Services
UNP Union Pacific	$661,472	$6,615 ▼	-1.0%	2,800	0.3%	Transportation
LOW Lowe's Companies	$644,411	$11,661 ▲	1.8%	2,763	0.3%	Retail/Wholesale
NBTB NBT Bancorp	$643,500		0.0%	15,000	0.3%	Finance
T AT&T	$605,028		0.0%	21,402	0.3%	Computer and Technology
HON Honeywell International	$601,580		0.0%	2,841	0.3%	Multi-Sector Conglomerates
ECL Ecolab	$588,921	$5,070 ▼	-0.9%	2,323	0.3%	Basic Materials
NVO Novo Nordisk A/S	$588,556	$1,875 ▲	0.3%	8,476	0.3%	Medical
MCHP Microchip Technology	$585,441	$1,076,648 ▼	-64.8%	12,096	0.3%	Computer and Technology
AWK American Water Works	$567,065	$3,688 ▼	-0.6%	3,844	0.3%	Utilities
DD DuPont de Nemours	$559,258		0.0%	7,489	0.3%	Basic Materials
TMO Thermo Fisher Scientific	$558,785		0.0%	1,123	0.3%	Medical
XYL Xylem	$548,552		0.0%	4,592	0.3%	Business Services
VTV Vanguard Value ETF	$543,093		0.0%	3,144	0.3%	ETF
TGT Target	$524,292	$26,820 ▲	5.4%	5,024	0.3%	Retail/Wholesale
VUG Vanguard Growth ETF	$515,808		0.0%	1,391	0.2%	ETF
PSX Phillips 66	$503,181		0.0%	4,075	0.2%	Energy
FRAF Franklin Financial Services	$500,057	$500,057 ▲	New Holding	14,106	0.2%	Finance
DHR Danaher	$459,610		0.0%	2,242	0.2%	Medical
CL Colgate-Palmolive	$453,507		0.0%	4,840	0.2%	Consumer Staples

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

About MarketBeat

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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