Peoples Financial Services Corp.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Peoples Financial Services Corp. reported 257 stock positions worth $208.2 million. Its top holding was Eli Lilly (LLY) at 5.2% of the portfolio, followed by Apple (AAPL, 5.1%) and Peoples Financial Services (PFIS, 4.4%). Compared with Q4 2024, it opened 3 new positions, sold out of 5, added to 30 and reduced 64. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +231%) and the biggest sale Broadcom (AVGO, shares −9%).

Most Recent 13F
Q2 2026
Location
MOOSIC, PA
CIK
0001056943
Portfolio Value
$208.2M (Q1 2025)
SEC Filing
0001056943-25-000005 ↗ filed Apr 30, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $230.4M Q1 2024 Q2 2024: $221.1M Q2 2024 Q3 2024: $220.7M Q3 2024 Q4 2024: $215.9M Q4 2024 Q1 2025: $208.2M $208.2M Q1 2025 Q2 2025: $202.3M Q2 2025 Q3 2025: $221.4M Q3 2025 Q4 2025: $214.4M Q4 2025 Q1 2026: $211.1M Q1 2026 Q2 2026: $231.4M Q2 2026

Holdings 257 stocks · $208.2M

LLY Eli Lilly & Co. 5.24% 13,208 $10.9M Reduce -1.6%
AAPL Apple Inc. 5.11% 47,891 $10.6M Reduce -8.4%
PFIS Peoples Financial Services 4.42% 206,823 $9.2M Reduce -1.6%
MSFT Microsoft Corp. 3.98% 22,061 $8.3M Reduce -5.9%
AMZN Amazon.com Inc. 3.11% 34,046 $6.5M Reduce -1.9%
AVGO Broadcom Inc. 2.85% 35,429 $5.9M Reduce -8.5%
MCD McDonald's Corp. 2.66% 17,746 $5.5M No change
PG The Procter & Gamble Co. 2.50% 30,492 $5.2M Reduce -0.1%
ABBV Abbvie Inc. 2.19% 21,775 $4.6M Reduce -1.5%
XOM Exxon Mobil Corp. 2.08% 36,484 $4.3M Add +0.1%
JPM JPMorgan Chase & Co. 1.93% 16,353 $4.0M Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 1.72% 6,711 $3.6M Reduce -1.6%
MA Mastercard Inc. Class A 1.69% 6,417 $3.5M Reduce -7.7%
JNJ Johnson & Johnson 1.60% 20,044 $3.3M Reduce -0.3%
GOOG Alphabet Inc. Class C 1.58% 21,013 $3.3M Reduce -4.5%
AXP American Express Co. 1.41% 10,931 $2.9M Reduce -3.0%
CVX Chevron Corp. 1.35% 16,749 $2.8M Reduce -0.0%
FAST Fastenal Co. 1.34% 35,953 $2.8M Reduce -2.4%
EFA iShares MSCI Eafe ETF 1.24% 31,470 $2.6M Add +231.1%
CSCO Cisco Systems Inc. 1.15% 38,652 $2.4M Reduce -2.5%
VB Vanguard Most SM-Cap ETF-Usd 1.11% 10,443 $2.3M Add +0.8%
GOOGL Alphabet Inc. Class A 1.11% 14,959 $2.3M Add +0.2%
HD Home Depot Inc. 1.04% 5,926 $2.2M Add +0.4%
EMR Emerson Electric Co. 1.03% 19,648 $2.2M Add +0.4%
GS Goldman Sachs Group Inc. 1.03% 3,931 $2.1M Reduce -2.0%
APD Air Products & Chemicals Inc. 1.01% 7,097 $2.1M Reduce -1.1%
MRK Merck & Co. Inc. 0.98% 22,656 $2.0M Add +0.4%
VZ Verizon Communications Inc. 0.93% 42,478 $1.9M No change
NEE Nextera Energy Inc. 0.91% 26,692 $1.9M Reduce -0.5%
ORCL Oracle Corp. 0.91% 13,495 $1.9M Add +3.9%
IVV iShares Core S&P 500 ETF 0.90% 3,321 $1.9M Reduce -9.9%
QCOM Qualcomm Inc. 0.88% 11,968 $1.8M Reduce -0.9%
ADI Analog Devices Inc. 0.88% 9,105 $1.8M No change
SO The Southern Co. 0.85% 19,251 $1.8M Reduce -1.5%
META Meta Platforms Inc. Class A 0.84% 3,032 $1.7M Reduce -9.4%
ABT Abbott Laboratories 0.84% 13,138 $1.7M Reduce -0.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.77% 20,287 $1.6M Add +0.5%
PEP Pepsico Inc. 0.74% 10,267 $1.5M No change
AMGN Amgen Inc. 0.73% 4,850 $1.5M No change
KO The Coca-Cola Co. 0.71% 20,651 $1.5M No change
BA The Boeing Co. 0.70% 8,594 $1.5M Add +0.3%
DE Deere & Co. 0.70% 3,121 $1.5M No change
VXUS Vanguard Total Intl Stock 0.69% 23,223 $1.4M Add +0.0%
BLK BlackRock Inc. 0.69% 1,522 $1.4M No change
PNC PNC Financial Services Group 0.67% 7,987 $1.4M No change
AZO AutoZone Inc. 0.66% 363 $1.4M No change
ENB Enbridge Inc. 0.65% 30,553 $1.4M Reduce -0.1%
ADBE Adobe Inc. 0.64% 3,471 $1.3M Add +0.6%
XLC SS Comm Select Sector SPDR 0.64% 13,705 $1.3M Reduce -4.8%
WMT Walmart Inc. 0.62% 14,736 $1.3M Reduce -7.6%
VXF Vanguard Extended Market ETF 0.62% 7,434 $1.3M Reduce -4.9%
VNQ Vanguard Real Estate ETF 0.60% 13,911 $1.3M No change
BMY Bristol-Myers Squibb Co. 0.59% 20,151 $1.2M Reduce -0.4%
MS Morgan Stanley 0.58% 10,315 $1.2M Reduce -4.6%
DUK Duke Energy Corp. 0.55% 9,319 $1.1M Reduce -0.2%
MDLZ Mondelez International Inc. Class A 0.54% 16,584 $1.1M No change
D Dominion Energy Inc. 0.52% 19,482 $1.1M Reduce -0.5%
PFE Pfizer Inc. 0.52% 42,632 $1.1M Reduce -2.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.51% 4,103 $1.1M Add +2.8%
COST Costco Wholesale Corp. 0.49% 1,086 $1.0M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.49% 4,099 $1.0M Reduce -2.8%
LMT Lockheed Martin Corp. 0.49% 2,272 $1.0M No change
XLE SS Energy Select Sector 0.46% 10,267 $959K No change
CAT Caterpillar Inc. 0.44% 2,800 $923K Reduce -3.7%
VOO Vanguard S&P 500 ETF 0.44% 1,779 $914K Add +0.6%
RTX RTX Corp. 0.43% 6,774 $897K No change
WFC Wells Fargo & Co. 0.43% 12,350 $887K No change
V Visa Inc. Class A 0.42% 2,519 $883K Add +0.6%
ADP Automatic Data Processing 0.39% 2,640 $807K Reduce -4.5%
XLK SS Technology Select Sector 0.39% 3,888 $803K Add +2.5%
PPL PPL Corp. 0.39% 22,214 $802K Reduce -0.5%
FNB FNB Corp. 0.37% 57,937 $779K No change
XLB SS Materials Select Sector 0.36% 8,752 $752K Add +1.2%
GIS General Mills Inc. 0.36% 12,584 $752K Reduce -3.4%
NKE Nike Inc. Class B 0.36% 11,812 $750K Add +3.5%
PM Philip Morris International 0.35% 4,619 $733K No change
AMAT Applied Materials Inc. 0.35% 4,978 $722K No change
NSC Norfolk Southern Corp. 0.35% 3,033 $718K No change
KMB Kimberly-Clark Corp. 0.34% 5,045 $717K Reduce -1.0%
CMCSA Comcast Corp. Class A 0.33% 18,495 $682K No change
WM Waste Management Inc. 0.32% 2,882 $667K Reduce -6.5%
UNP Union Pacific Corp. 0.32% 2,800 $661K Reduce -1.0%
LOW Lowe's Cos Inc. 0.31% 2,763 $644K Add +1.8%
NBTB N B T Bancorp Inc. 0.31% 15,000 $644K No change
T AT&T Inc. 0.29% 21,402 $605K No change
HON Honeywell International Inc. 0.29% 2,841 $602K No change
ECL Ecolab Inc. 0.28% 2,323 $589K Reduce -0.8%
NVO Novo-Nordisk A/S-Spons ADR 0.28% 8,476 $589K Add +0.3%
MCHP Microchip Technology Inc. 0.28% 12,096 $585K Reduce -64.8%
AWK American Water Works Co. Inc. 0.27% 3,844 $567K Reduce -0.7%
DD Dupont DE Nemours Inc. 0.27% 7,489 $559K No change
TMO Thermo Fisher Scientific Inc. 0.27% 1,123 $559K No change
XYL Xylem Inc. 0.26% 4,592 $549K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 3,144 $543K No change
TGT Target Corp. 0.25% 5,024 $524K Add +5.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.25% 1,391 $516K No change
PSX Phillips 66 0.24% 4,075 $503K No change
FRAF Franklin Financial Services 0.24% 14,106 $500K New
DHR Danaher Corp. 0.22% 2,242 $460K No change
CL Colgate-Palmolive Co. 0.22% 4,840 $454K No change

Show all 257 holdings

Portfolio Sells Q4 2024 → Q1 2025

AVGO Broadcom Inc. Reduce -8.5% 2.85% −1.31
AAPL Apple Inc. Reduce -8.4% 5.11% −0.96
MCHP Microchip Technology Inc. Reduce -64.8% 0.28% −0.63
MSFT Microsoft Corp. Reduce -5.9% 3.98% −0.60
PFIS Peoples Financial Services Reduce -1.6% 4.42% −0.57
AMZN Amazon.com Inc. Reduce -1.9% 3.11% −0.41
GOOG Alphabet Inc. Class C Reduce -4.5% 1.58% −0.37
AXP American Express Co. Reduce -3.0% 1.41% −0.14
IVV iShares Core S&P 500 ETF Reduce -9.9% 0.90% −0.11
VXF Vanguard Extended Market ETF Reduce -4.9% 0.62% −0.07
META Meta Platforms Inc. Class A Reduce -9.4% 0.84% −0.07
MS Morgan Stanley Reduce -4.6% 0.58% −0.05
WMT Walmart Inc. Reduce -7.6% 0.62% −0.05
CAT Caterpillar Inc. Reduce -3.7% 0.44% −0.05
UPS United Parcel Service Class B Reduce -7.3% 0.21% −0.04
PYPL PayPal Holdings Inc. Reduce -2.5% 0.12% −0.04
GS Goldman Sachs Group Inc. Reduce -2.0% 1.03% −0.03
GIS General Mills Inc. Reduce -3.4% 0.36% −0.02
PFE Pfizer Inc. Reduce -2.5% 0.52% −0.02
USB US Bancorp Reduce -3.0% 0.13% −0.02
XLC SS Comm Select Sector SPDR Reduce -4.8% 0.64% −0.01
ETN Eaton Corp. PLC Reduce -1.2% 0.05% −0.01
ENTG Entegris Inc. Sold out 0.00% −0.01
TDY Teledyne Technologies Inc. Sold out 0.00% −0.01
XLF SS Financial Select Sector Reduce -10.8% 0.12% −0.01
MA Mastercard Inc. Class A Reduce -7.7% 1.69% −0.01
GPN Global Payments Inc. Sold out 0.00% −0.01
STT State Street Corp. Reduce -0.6% 0.07% −0.00
LFUS Littelfuse Inc. Sold out 0.00% −0.00
A Agilent Technologies Inc. Reduce -6.1% 0.01% −0.00
VTRS Viatris Inc. Reduce -23.1% 0.00% −0.00
BAC Bank of America Corp. Reduce -6.6% 0.01% −0.00
PSEC Prospect Capital Corp. Sold out 0.00% −0.00
MJ Amplify Alternat Harvest ETF Reduce -2.2% 0.00% 0.00
SOLV Solventum Corp. Reduce -16.8% 0.00% 0.00
AZN Astrazeneca PLC-Spons ADR Reduce -9.1% 0.00% +0.00
WY Weyerhaeuser Co. Reduce -4.3% 0.02% +0.00
PAYX Paychex Inc. Reduce -2.1% 0.02% +0.00
GSK GSK PLC-Spon ADR Reduce -5.6% 0.05% +0.01
INTC Intel Corp. Reduce -6.4% 0.06% +0.01
BP BP PLC-Spons ADR Reduce -1.9% 0.09% +0.01
ADP Automatic Data Processing Reduce -4.5% 0.39% +0.01
SBUX Starbucks Corp. Reduce -0.5% 0.16% +0.02
EXPD Expeditors Intl Wash Inc. Reduce -1.7% 0.17% +0.02
NEE Nextera Energy Inc. Reduce -0.5% 0.91% +0.02
UNP Union Pacific Corp. Reduce -1.0% 0.32% +0.02
QCOM Qualcomm Inc. Reduce -0.9% 0.88% +0.02
ECL Ecolab Inc. Reduce -0.8% 0.28% +0.03
WM Waste Management Inc. Reduce -6.5% 0.32% +0.03
KMB Kimberly-Clark Corp. Reduce -1.0% 0.34% +0.04

Portfolio Buys Q4 2024 → Q1 2025

EFA iShares MSCI Eafe ETF Add +231.1% 1.24% +0.90
XOM Exxon Mobil Corp. Add +0.1% 2.08% +0.27
FRAF Franklin Financial Services New 0.24% +0.24
ASML ASML Holding NV-NY Reg SHS New 0.13% +0.13
XLU St Sr Utl SL SE SPDR ETF-Usd Add +0.5% 0.77% +0.06
VXUS Vanguard Total Intl Stock Add +0.0% 0.69% +0.06
V Visa Inc. Class A Add +0.6% 0.42% +0.06
ONTO Onto Innovation Inc. New 0.05% +0.05
QAI Nylim HDG MLT-STR TRC ETF-Ui Add +310.6% 0.05% +0.04
XLB SS Materials Select Sector Add +1.2% 0.36% +0.02
RSP Invesco S&P 500 Equal Weight Add +12.1% 0.18% +0.02
NVDA Nvidia Corp. Add +72.4% 0.07% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.8% 0.51% +0.02
DVY iShares Select Dividend ETF Add +26.0% 0.06% +0.01
VWO Vanguard Ftse Emerging Marke Add +21.5% 0.06% +0.01
XLRE SS Real Estate Select Sector Add +8.0% 0.05% +0.01
C Citigroup Inc. Add +6.7% 0.05% +0.01
OXY Occidental Petroleum Corp. Add +4.4% 0.06% +0.00
BA The Boeing Co. Add +0.3% 0.70% +0.00
LOW Lowe's Cos Inc. Add +1.8% 0.31% −0.00
VOO Vanguard S&P 500 ETF Add +0.6% 0.44% −0.00
ACN Accenture PLC Class A Add +2.4% 0.14% −0.01
HD Home Depot Inc. Add +0.4% 1.04% −0.02
XLK SS Technology Select Sector Add +2.5% 0.39% −0.02
NKE Nike Inc. Class B Add +3.5% 0.36% −0.04
VB Vanguard Most SM-Cap ETF-Usd Add +0.8% 1.11% −0.04
TGT Target Corp. Add +5.4% 0.25% −0.05
NVO Novo-Nordisk A/S-Spons ADR Add +0.3% 0.28% −0.05
MRK Merck & Co. Inc. Add +0.4% 0.98% −0.06
ADBE Adobe Inc. Add +0.6% 0.64% −0.07
EMR Emerson Electric Co. Add +0.4% 1.03% −0.09
ORCL Oracle Corp. Add +3.9% 0.91% −0.10
GOOGL Alphabet Inc. Class A Add +0.2% 1.11% −0.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 270$231.4MLLY, AAPL, AMZN, MSFT, AVGO
Q1 2026 275$211.1MAAPL, LLY, AVGO, MSFT, AMZN
Q4 2025 262$214.4MLLY, AAPL, MSFT, AVGO, AMZN
Q3 2025 261$221.4MAAPL, MSFT, AVGO, LLY, PFIS
Q2 2025 257$202.3MMSFT, PFIS, LLY, AAPL, AVGO
Q1 2025 257$208.2MLLY, AAPL, PFIS, MSFT, AMZN
Q4 2024 259$215.9MAAPL, PFIS, LLY, MSFT, AVGO
Q3 2024 252$220.7MAAPL, LLY, PFIS, MSFT, AVGO
Q2 2024 255$221.1MLLY, AAPL, PFIS, MSFT, AMZN
Q1 2024 246$230.4MPFIS, LLY, MSFT, AAPL, AMZN