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PEOPLES FINANCIAL SERVICES CORP.

30 E D PREATE DRIVE, MOOSIC, PA 18507 • 570-346-7741

Q2 2025 · Filed 2025-07-17
Market Value
$202M
-2.8%
Holdings
257
-2
New Purchases
4
Added To
13
Closed
4
Reduced
112
Top 10 Concentration
36.1%
Turnover
3.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVGO 4.35% 2.85% +1.50% $9M
QLV 1.12% 0.00% +1.12% $2M
MSFT 5.06% 3.98% +1.08% $10M
PFIS 4.99% 4.42% +0.57% $10M
ORCL 1.40% 0.91% +0.49% $3M
AMZN 3.49% 3.11% +0.38% $7M
EMR 1.23% 1.03% +0.20% $2M
JPM 2.10% 1.93% +0.17% $4M
AXP 1.56% 1.41% +0.14% $3M
EFA 1.38% 1.24% +0.14% $3M
GOOG 1.71% 1.58% +0.14% $3M
NVDA 0.20% 0.07% +0.13% $415K
FAST 1.46% 1.34% +0.12% $3M
IBM 0.59% 0.49% +0.11% $1M
CSCO 1.23% 1.15% +0.09% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 0.25% 0.90% -0.64% $513K
AAPL 4.58% 5.11% -0.53% $9M
VXF 0.08% 0.62% -0.53% $168K
LLY 4.86% 5.24% -0.38% $10M
ABBV 1.83% 2.19% -0.37% $4M
BRK-B 1.47% 1.72% -0.25% $3M
VXUS 0.45% 0.69% -0.24% $914K
XLK 0.17% 0.39% -0.22% $340K
XLC 0.42% 0.64% -0.22% $845K
PG 2.30% 2.50% -0.20% $5M
VB 0.92% 1.11% -0.19% $2M
MCD 2.47% 2.66% -0.19% $5M
WMT 0.43% 0.62% -0.19% $879K
APD 0.83% 1.01% -0.18% $2M
CVX 1.17% 1.35% -0.17% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 25.8%
Technology 19.3%
Healthcare 13.8%
Industrials 8.5%
Consumer Cyclical 7.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 58 $122M 60.5%
Large Cap 171 $64M 31.7%
Mid Cap 12 $3M 1.3%
Small Cap 8 $10M 5.1%
Micro Cap 8 $3M 1.4%

Portfolio Analytics

Avg Market Cap
$248.5B
Median Market Cap
$74.3B
Avg P/E
29.3
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
208
# ETFs / Funds
49

Top Holdings (257 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 5.06% 20,575 $10M $497.40 $2M -1,486 -6.7%
2 PFIS 4.99% 204,660 $10M $49.36 $905K -2,163 -1.1%
3 LLY 4.86% 12,619 $10M $779.53 -$1M -589 -4.5%
4 AAPL 4.58% 45,129 $9M $205.17 -$1M -2,762 -5.8%
5 AVGO 4.35% 31,939 $9M $275.64 $3M -3,490 -9.8%
6 AMZN 3.49% 32,161 $7M $219.39 $578K -1,885 -5.5%
7 MCD 2.47% 17,116 $5M $292.16 -$543K -630 -3.5%
8 PG 2.30% 29,206 $5M $159.32 -$543K -1,286 -4.2%
9 JPM 2.10% 14,649 $4M $289.90 $235K -1,704 -10.4%
10 XOM 1.92% 36,113 $4M $107.80 -$446K -371 -1.0%
11 ABBV 1.83% 19,899 $4M $185.62 -$869K -1,876 -8.6%
12 GOOG 1.71% 19,560 $3M $177.39 $187K -1,453 -6.9%
13 MA 1.69% 6,080 $3M $561.94 -$101K -337 -5.2%
14 AXP 1.56% 9,879 $3M $318.97 $210K -1,052 -9.6%
15 JNJ 1.48% 19,637 $3M $152.75 -$325K -407 -2.0%
16 BRK-B 1.47% 6,120 $3M $485.76 -$601K -591 -8.8%
17 FAST 1.46% 70,094 $3M $42.00 $156K +34,141 +95.0%
18 ORCL 1.40% 12,951 $3M $218.63 $945K -544 -4.0%
19 EFA 1.38% 31,203 $3M $89.39 $218K -267 -0.8%
20 EMR 1.23% 18,724 $2M $133.33 $342K -924 -4.7%
21 CSCO 1.23% 35,916 $2M $69.38 $107K -2,736 -7.1%
22 GOOGL 1.19% 13,632 $2M $176.23 $89K -1,327 -8.9%
23 CVX 1.17% 16,572 $2M $143.19 -$429K -177 -1.1%
24 QLV 1.12% 33,185 $2M $68.10 +33,185 NEW
25 GS 1.03% 2,939 $2M $707.74 -$67K -992 -25.2%
26 ADI 0.94% 8,026 $2M $238.02 $74K -1,079 -11.8%
27 VB 0.92% 7,852 $2M $236.98 -$455K -2,591 -24.8%
28 NEE 0.90% 26,092 $2M $69.42 -$81K -600 -2.2%
29 MRK 0.89% 22,778 $2M $79.15 -$231K +122 +0.5%
30 HD 0.87% 4,822 $2M $366.63 -$404K -1,104 -18.6%
31 META 0.87% 2,391 $2M $738.08 $17K -641 -21.1%
32 VZ 0.84% 39,467 $2M $43.27 -$219K -3,011 -7.1%
33 ABT 0.84% 12,546 $2M $136.01 -$36K -592 -4.5%
34 APD 0.83% 5,935 $2M $282.05 -$419K -1,162 -16.4%
35 SO 0.82% 18,102 $2M $91.83 -$108K -1,149 -6.0%
36 PNC 0.74% 7,981 $1M $186.42 $84K -6 -0.1%
37 QCOM 0.73% 9,237 $1M $159.26 -$367K -2,731 -22.8%
38 KO 0.72% 20,651 $1M $70.75 -$18K
39 XLU 0.67% 16,687 $1M $81.65 -$237K -3,600 -17.8%
40 ENB 0.67% 29,771 $1M $45.31 -$5K -782 -2.6%
41 AZO 0.67% 363 $1M $3,712.23 -$37K
42 BA 0.65% 6,233 $1M $209.53 -$160K -2,361 -27.5%
43 BLK 0.63% 1,222 $1M $1,049.25 -$158K -300 -19.7%
44 DE 0.62% 2,468 $1M $508.48 -$210K -653 -20.9%
45 MS 0.61% 8,787 $1M $140.86 $34K -1,528 -14.8%
46 IBM 0.59% 4,084 $1M $294.77 $185K -15 -0.4%
47 PEP 0.59% 9,062 $1M $132.04 -$343K -1,205 -11.7%
48 VO 0.59% 4,276 $1M $279.82 $135K +173 +4.2%
49 AMGN 0.56% 4,079 $1M $279.20 -$372K -771 -15.9%
50 VNQ 0.55% 12,505 $1M $89.06 -$146K -1,406 -10.1%
51 DUK 0.54% 9,312 $1M $118.00 -$38K -7 -0.1%
52 ADBE 0.53% 2,779 $1M $386.87 -$256K -692 -19.9%
53 D 0.52% 18,609 $1M $56.52 -$40K -873 -4.5%
54 MDLZ 0.51% 15,284 $1M $67.44 -$94K -1,300 -7.8%
55 VOO 0.51% 1,799 $1M $568.02 $108K +20 +1.1%
56 RTX 0.49% 6,774 $989K $146.02 $92K
57 PFE 0.48% 40,364 $978K $24.23 -$102K -2,268 -5.3%
58 WFC 0.46% 11,739 $941K $80.12 $54K -611 -5.0%
59 BMY 0.46% 20,151 $933K $46.29 -$296K
60 VXUS 0.45% 13,223 $914K $69.09 -$529K -10,000 -43.1%
61 WMT 0.43% 8,990 $879K $97.78 -$415K -5,746 -39.0%
62 LMT 0.43% 1,891 $876K $463.13 -$139K -381 -16.8%
63 CAT 0.42% 2,202 $855K $388.20 -$69K -598 -21.4%
64 FNB 0.42% 57,937 $845K $14.58 $65K
65 XLC 0.42% 7,783 $845K $108.53 -$477K -5,922 -43.2%
66 PM 0.42% 4,619 $841K $182.13 $108K
67 NKE 0.39% 11,229 $798K $71.04 $48K -583 -4.9%
68 COST 0.38% 774 $766K $989.93 -$261K -312 -28.7%
69 PPL 0.37% 21,964 $744K $33.88 -$58K -250 -1.1%
70 XLB 0.36% 8,252 $725K $87.81 -$28K -500 -5.7%
71 NSC 0.35% 2,733 $700K $255.97 -$19K -300 -9.9%
72 V 0.34% 1,920 $682K $355.04 -$201K -599 -23.8%
73 ADP 0.34% 2,198 $678K $308.39 -$129K -442 -16.7%
74 HON 0.33% 2,836 $660K $232.88 $59K -5 -0.2%
75 T 0.32% 22,402 $648K $28.93 $43K +1,000 +4.7%
76 GIS 0.32% 12,466 $646K $51.81 -$107K -118 -0.9%
77 UNP 0.32% 2,800 $644K $230.08 -$17K
78 KMB 0.32% 4,991 $643K $128.92 -$74K -54 -1.1%
79 CMCSA 0.32% 17,882 $638K $35.68 -$44K -613 -3.3%
80 NBTB 0.31% 15,000 $623K $41.54 -$20K
81 AMAT 0.31% 3,398 $622K $183.07 -$100K -1,580 -31.7%
82 VUG 0.30% 1,391 $610K $438.39 $94K
83 XLE 0.30% 7,121 $604K $84.81 -$356K -3,146 -30.6%
84 MCHP 0.29% 8,211 $578K $70.36 -$8K -3,885 -32.1%
85 VTV 0.27% 3,144 $556K $176.74 $13K
86 LOW 0.27% 2,450 $544K $221.87 -$101K -313 -11.3%
87 XYL 0.27% 4,187 $542K $129.36 -$7K -405 -8.8%
88 NVO 0.25% 7,466 $515K $69.02 -$73K -1,010 -11.9%
89 GE 0.25% 2,002 $515K $257.38 $115K
90 IVV 0.25% 826 $513K $620.89 -$1M -2,495 -75.1%
91 AWK 0.25% 3,601 $501K $139.11 -$66K -243 -6.3%
92 WM 0.24% 2,139 $489K $228.81 -$178K -743 -25.8%
93 FRAF 0.24% 14,106 $488K $34.62 -$12K
94 PSX 0.24% 4,075 $486K $119.30 -$17K
95 DD 0.24% 6,989 $479K $68.59 -$80K -500 -6.7%
96 MMM 0.22% 2,942 $448K $152.24 $8K -54 -1.8%
97 CTVA 0.22% 5,889 $439K $74.53 $64K -76 -1.3%
98 CL 0.21% 4,705 $428K $90.90 -$26K -135 -2.8%
99 ASML 0.21% 525 $421K $801.38 $149K +115 +28.1%
100 NVDA 0.20% 2,625 $415K $157.99 $268K +1,275 +94.4%

New Positions

SymbolValue% Port
QLV $2M 1.12%
PANW $72K 0.04%
TXN $42K 0.02%
COF $24K 0.01%

Sold Out Positions

SymbolValue% Port
AIG —%
DFS —%
ATSG —%
X —%
View SEC EDGAR Filings for PEOPLES FINANCIAL SERVICES CORP. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms