Peoples Financial Services

MOOSIC, PAfiles as PEOPLES FINANCIAL SERVICES CORP.

$231m in 270 US stocks at the end of 30 June 2026. The top 10 are 31.9% of the money. It changed about 7.4% of the portfolio this quarter.

Value
$231m
Stocks
270
Top 10 share
31.9%
Turnover
7.4%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

  • Vanguard Index FDSVB
    1.2% of the fund
    +3%
  • Vanguard Intl Equity Index FVWO
    0.5% of the fund
    +2%
  • Palo Alto NetworksPANW
    0.2% of the fund
    +8%
  • ComcastCMCSA
    0.2% of the fund
    +3%
  • US BancorpUSB
    0.1% of the fund
    +3%
  • DanaherDHR
    0.1% of the fund
    +4%
  • Walt DisneyDIS
    0.1% of the fund
    +5%
  • SLB LimitedSLB
    <0.1% of the fund
    +6%
  • Northern LTS FD TR IVPTL
    <0.1% of the fund
    +93%
  • Energy Transfer L PET
    <0.1% of the fund
    +50%
  • Northern LTS FD TR IVBIBL
    <0.1% of the fund
    +93%
  • Timothy PlanTPLC
    <0.1% of the fund
    +99%
  • Northern LTS FD TR IVISMD
    <0.1% of the fund
    +91%
  • Timothy PlanTPIF
    <0.1% of the fund
    +96%
  • Northern LTS FD TR IVWWJD
    <0.1% of the fund
    +95%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 270.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 14.4% since 30 June 2025.

Where the money is

Technology22.4%
Health care14.1%
Financial services13.9%
Industrials8.9%
Retail & consumer7.2%
Media & telecom6.3%
Everyday goods5.5%
Energy4.7%
Utilities3.5%
Materials1.3%
Real estate0.1%
Other12.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.